Sage 100

 View Only
  • 1.  Global change sales tax codes for ONE STATE to AVATAX

    Posted 02-28-2021 18:46
    The Global Customer Change utility works fine for changing a sales tax code from a specific code like XX to AVATAX
    What I found it doesn't change is any ship-to addresses ( which I believe are used if they exist )


    Is this a VI job or have I missed some option? 

    It looks like Avalara's utility will let you update all customers - however this particular customer only wants to use Avalara initially for one state - leaving the sales tax code as NONTAX in the states they are not concerned with..

    ------------------------------
    Wayne Schulz - Schulz Consulting - 860-516-8990
    ------------------------------


  • 2.  RE: Global change sales tax codes for ONE STATE to AVATAX

    Posted 03-01-2021 13:37
    You nailed it, I've always done a "VI" Job for both customer and Ship To Addresses.

    ------------------------------
    Madeline Stefanou
    RKL eSolutions, LLC
    ------------------------------



  • 3.  RE: Global change sales tax codes for ONE STATE to AVATAX

    Posted 03-01-2021 15:06
    Thanks! 
    Some of this Avalara is trial and error because I find that asking Avalara tends to elicit what seem to be mostly guesses.


    ------------------------------
    Wayne Schulz - Schulz Consulting - 860-516-8990
    ------------------------------