Use this function to set up a connection to Sage Sales Tax (SST) and define a valid tax code for the assigned company. The user will also define the country code to use for SST.

Prerequisites

See also Refer to documentation Implementation

Screen management

Entry screen

Block number 1

Folder (field DOSSIER)

This field is used to display the Sage X3 folder used to process the transactions via Sage Sales Tax (SST). It stores the rules, parameters, dictionaries, and data for several companies.

Connection

Test URL (field DEVURL)

Enter the URL for the Avalara sandbox. This URL is used when the system is in test mode and switches by default to the development web site. This field is mandatory for the integration to Sage Sales Tax (SST).

Production URL (field PRDURL)
Enter the URL to the Avalara solution. This URL is used for the production system and defaults to the live production website.
This field is required to integrate with Sage Sales Tax (SST).
Account (field ACCTID)

Enter customer account number assigned by Avalara. This field is mandatory for the integration to Sage Sales Tax (SST).

License key (field LICKEY)

Enter the license key, supplied by Avalara. This field is mandatory for the integration to Sage Sales Tax (SST).

Ping Sage Sales Tax (field APING)

Click this button to check that the connection is correctly set up and that the integration between the system and Sage Sales Tax (SST) has been successful.

Parameters

Calculate all documents (field CLCALL)

Use this field to select if all products and invoicing elements are sent to Sage Sales Tax (SST) during sales tax calculation.

Select Yes to make all products and invoicing elements available for report filling and audit support using the SST database. This includes nontaxable documents. This includes nontaxable documents.

Select No to store only the taxable products and invoicing elements using the SST database. SST can determine if the document is nontaxable, but this document cannot be saved in the SST database.

An invoice is nontaxable when:

  • An exemption number is defined for the customer
  • An entity/user code is defined.
Validated address mandatory (field AVRREQ)

Use this field to select if the user can create and save sales documents for non-validated addresses.

Select Yes to validate the address information, which can prevent an invalid or incorrect tax calculation. If Yes is selected, the user cannot create or save a document if a delivery address or site address is not validated.

Select No to authorize information from addresses that have not been validated. If No is selected, the user can create or save a document, but they are warned that the address has not been validated.

'SEEINFO' Addresses can be validated in several functions or using the Address validation tool.
URL type (field USEPRDURL)

Use the dropdown menu to switch between the Test and Production URLs.

• Select Test to run SST calculations on the Avalara test or Sandbox URL.

• Select Production to run SST calculation on the Avalara production URL.

Grid Addresses

Country (field CRY)

Enter the country code that will be used to determine if a validation of the address must be performed.

'SEEINFO'Currently, Sage Sales Tax (SST) manages two countries: Canada and the United States.

Error messages

The only error messages are the generic ones.

Tables used

See also Refer to documentation Implementation