Sage 100

What I've done is first tried the Avalara KB - https://knowledge.avalara.com/

At the same time I usually advise the client to open a support ticket through the portal. My experience has been much the same as yours. It is either underwhelming or the person responding knows less than I do and they "transfer" me to someone else.

You might check with @Bob Pfahnl who does a lot of work with Avalara

Basic Support is Case based and outsourced to India.  They can purchase a Support plan and talk to someone, from India.  Generally, Level 1 Support hasn't a clue about ERP integration, and for sure does not know how the Sage 100 integration works with exemption certificates, Avalara Tax Codes, and Entity Use Codes, among other salient features.

What is your question?  What version of Sage?  Are they using ECM?  Native Sage exemption functionality?

California has a partial manufacturing exemption.  Enter Code I (eye) in the Entity Use Code field on the Line(s) of the Sales Order/Invoice.  This override will have no effect if you have anything in the Exemption fields or a Resale or other valid exemption certificate exists in ECM.

What I've done is first tried the Avalara KB - https://knowledge.avalara.com/

At the same time I usually advise the client to open a support ticket through the portal. My experience has been much the same as yours. It is either underwhelming or the person responding knows less than I do and they "transfer" me to someone else.

You might check with @Bob Pfahnl who does a lot of work with Avalara

Thank you both, Avalara I know has been very frustrating for a lot of our clients that purchase it when it comes to support, even though Avalara seems to enjoy charging for that support.....Bob I messaged you directly to see what options we have.  

Basic Support is Case based and outsourced to India.  They can purchase a Support plan and talk to someone, from India.  Generally, Level 1 Support hasn't a clue about ERP integration, and for sure does not know how the Sage 100 integration works with exemption certificates, Avalara Tax Codes, and Entity Use Codes, among other salient features.

What is your question?  What version of Sage?  Are they using ECM?  Native Sage exemption functionality?

California has a partial manufacturing exemption.  Enter Code I (eye) in the Entity Use Code field on the Line(s) of the Sales Order/Invoice.  This override will have no effect if you have anything in the Exemption fields or a Resale or other valid exemption certificate exists in ECM.

What I've done is first tried the Avalara KB - https://knowledge.avalara.com/

At the same time I usually advise the client to open a support ticket through the portal. My experience has been much the same as yours. It is either underwhelming or the person responding knows less than I do and they "transfer" me to someone else.

You might check with @Bob Pfahnl who does a lot of work with Avalara