Manage Exempt Customers

Form ID: (TX505000)

On this form, you can add customers that exist in MYOB Acumatica to the Avalara ECM provider account and update customer settings in the account. You can perform these actions on any number of customers simultaneously.

For details, see Exception Certificate Management: General Information.

Form Toolbar

The form toolbar includes standard and form-specific buttons and commands. For the list of standard buttons, see Form Toolbar and More Menu. The form-specific commands are listed in the following table.


Button	Description
Process	Initiates the selected processing (based on the Action you select) for the customers you have selected in the table.
Process All	Initiates the selected processing (based on the Action you select) for all customers listed in the table.

Selection Area

In this area, you can select the action to be applied to the processed customers. If you are adding the listed customers to the Avalara ECM account, you can also select the company code to be associated with the customers.


Element	Description
Action	The action to be applied to the selected customer or customers if you click Process or Process All on the form toolbar. Create Customer in ECM Provider: Adds customers that have been defined in MYOB Acumatica to the Avalara ECM account. Update Customer in ECM Provider: Updates the customer settings in the Avalara ECM account with any settings have been changed in MYOB Acumatica. For details, see Exception Certificate Management: General Information.
Company Code	The company code to be associated with all the processed customers when they are added to the Avalara ECM account. A company codeis a code that has been defined in the Avalara ECM account and linked to a branch or multiple branches in MYOB Acumatica. If only one company code has been assigned to MYOB Acumatica branches in Avalara, the system inserts this code in this box by default and makes the box unavailable for editing. If multiple company codes has been linked to braches in MYOB Acumatica, they are available in this box, and you can select the needed company code. This box is not shown if you select Update Customer in ECM Provider in the Action box.

Table

This table displays the list of customers defined in MYOB Acumatica that can be selected for processing. Depending on the action you have selected, the processed customers can be added to the Avalara ECM provider account (and assigned to the specified company code) or updated in the Avalara ECM provider account.

Table 1. Table Columns
Column	Description
Included	An unlabeled check box that you select to include this customer in processing if you click Process.
Customer	The name of the customer. The system copies this value from the Account Name of the General tab of the Customers (AR303000) form.
Customer ID	The identifier of the customer. The system copies this value from the Customers (AR303000) form.
Tax Registration ID	The customer's taxpayer identifier associated with the location. The system copies this value from the Tax Registration ID box of the Customers (AR303000) form.
Address Line 1	The first line of the billing address. The system copies this value from the Address Line 1 of the Bill-To Address section of the Billing tab of the Customers (AR303000) form.
Address Line 2	The second line of the billing address. The system copies this value from the Address Line 2 of the Bill-To Address section of the Billing tab of the Customers (AR303000) form.
City	The customer's city. The system copies this value from the City of the Bill-To Address section of the Billing tab of the Customers (AR303000) form.
State	The customer's state or province. The system copies this value from the State of the Bill-To Address section of the Billing tab of the Customers (AR303000) form.
Postal Code	The customer's postal code. The system copies this value from the Postal Code of the Bill-To Address section of the Billing tab of the Customers (AR303000) form.
Country	The customer's country. The system copies this value from the Country of the Bill-To Address section of the Billing tab of the Customers (AR303000) form.
Primary Contact	The name of the primary contact associated with the customer. The system copies this value from the Name of the Primary Contact section of the General tab of the Customers (AR303000) form.
Phone Number	The customer's phone number. The system copies this value from the Business 1 box of the Bill-To Info section of the Billing tab of the Customers (AR303000) form.
Account Email	The customer's email address. The system copies this value from the Account Email box of the Bill-To Info section of the Billing tab of the Customers (AR303000) form.
Fax	The customer's fax number. The system copies this value from the Fax box of the Bill-To Info section of the Billing tab of the Customers (AR303000) form.
Company Code	The company code that corresponds to the company created in the Avalara ECM account and that is linked to a branch or branches in MYOB Acumatica.