Exception Certificate Management: Configuration Prerequisites
Before you start to add customers to the Avalara exception certificate management (ECM) account and request exempt certificates for them, you should be sure that the needed feature has been enabled in MYOB Acumatica, settings have been specified, and entities have been configured, as described in the following sections.
Enabling the Exemption Certificate Management Feature
On the Enable/Disable Features (CS100000) form, the Exemption Certificate Management feature should be enabled. To enable the feature, you click Modify on the form toolbar and then select the Exemption Certificate Management check box, which is located under External Tax Calculation in the Third Party Integrations group of features. On the form toolbar, you click Enable.
Once the Exemption Certificate Management feature is enabled, all UI elements related to the exemption certificate management become available for users with the appropriate access rights, such as Admin, Acumatica Support, TX Admin, AR Admin, and AR Clerk.
Configuring the Tax Provider
On the Tax Providers (TX102000) form, the Avalara tax provider has to be configured, as shown in the following screenshot. See Online Integration with Avalara AvaTax for information about how to perform this configuration.
In the Summary area of the form, in the Plug-In (Type) box, the PX.TaxProvider.AvalaraRest.AvalaraRestTaxProvider plug-in type should be selected for the Avalara ECM tax providers.
Specifying the ECM Tax Provider in Acumatica ERP
On the Tax Preferences (TX103000) form, the Avalara ECM tax provider should be specified in the ECM Provider box of the ECM Settings section (see the following screenshot).
