Release Note - Version 24.04.05
General upgrades
Solution upgrades to latest security patches.
Release Note - Version 24.03.24
Migration from CertCapture to ECM.
Solution
Use document first line ship-to as freight ship-to.
Default behavior is to use the document Ship-To address as the ship-to address for document freights.
Solution
- Upgrade to Avalara API v23.10.1
- Adjusted calculation, enabled to calculate for addresses without street, but having Country, State and City.
- Cumulative fixes for customer reported issues.
Solution
- Cumulative fixes for September-2023
- Added feature for journal entry creation on reconcilliation and Avatax Event Service invoice processing
Solution
- Upgraded Avatax API SDK to v23.8.1
- Adjusted behavior for tax calculation with foreign currencies.
- Cumulative fixes for August-2023
Solution
- Upgraded Avatax API SDK to v23.5.0
- Upgraded process for External Tax Calculation using Service Layer improving perfomance on calculation and documents updating.
Solution
Add-on. Added support for User Group Authorizations
Added Business Partner Address default tax code override.
Support to handle partial downpayments in Invoices with External Tax
Solution
Upgrade Avatax API to v23.3.0
Avatax Add-on
Fix for Avatax states selection on Avatax settings.
External foreign currency tax calculation restricted to SAP 10.00.191 or superior.
Solution
Upgrade Avatax API to v23.2.
Added User Authorizations:
Solution
- Libraries upgrade to latest versions.
- Cumulative fixes.
Solution
- Upgrade Avalara.AvaTax SDK to v 22.11.0
Add-on
- Support for ExternalTax calculation on Quotations with ServiceLayer.
WebUI
Solution
- Upgrade Avalara.AvaTax SDK to v 22.10.0
Add-on
- Fix for reverse calculation on credit memo.
- Added support on DGW to process Returns and Credit Memo's
WebUI
AES
Implemented service layer functionallities to process drafts.
WebUI
Added new feature, use ShipFrom warehouse from UDF.
Add-on
Enable preview tax on closed documents
Upgraded Avatax API to v22.9.0
Changes to freight base ship-to address.
Changes for AES conversion from draft to documents.
WebUI. Added consolidation features for document generation.
WebUI. Added feature to set line level tax UDFs information.
Localizations support
Adding support for SAP Spain localization on all components: Avatax Add-on, Avatax WebUI and Avatax Event Service.
Updated features for SAP Canada localization in WebUI.
Avatax Customer Usage Type at Line Level
The solution adds a new UDF at document line level: Customer Usage Type (U_ARNGS_CUUT), letting set a specific Customer Usage Type value for each line.
Updating Avalara REST
Updated Avalara.AvaTax .Net SDK to v22.6.1
.Net Framework Upgrade
Starting on release x22.06.26, the Avatax solution components will require the .Net Framework 4.8 runtime installed on every PC running the applications.
Overview
Beginning July 1, 2022, the state of Colorado is imposing a $0.27 Retail Delivery Fee (RDF) on all deliveries by motor vehicle to a location in Colorado with at least one item of tangible personal property subject to state sales and use tax.
Customer Usage Type
A new UDF is added at Marketing Documents header level: U_ARGNS_CUUT, named Customer Usage Type.
This field is mapped on tax calculations to the Avatax request Customer Usage Type field.
New feature. Continue adding or updating a document after tax calculation error or warnings.
- Fix for sending Avalara company location code. Trim for spaces in the UDF.
- New feature.
Changes
- Avatax WebUI. Added support to apply down payments to created invoices when using DI-Server.
- Add-on. HANA. Fix. Reconcile filtering only AR Down Payment Invoices. An error was raised.
- Add-on. HANA. Review.
Changes
- Upgrade Avalara SDK API to v22.3.0
- Fix. Document Generation Wizard consolidation using Service Layer.
- Support to recalculate taxes with freight mode on partially closed sales orders.
Changes
- Added support for service-type documents will all lines using Avatax Tax Exempt TaxCode.
- Fix. Document Generation Wizard consolidation for HANA installations.
- Fix. Document Generation Wizard.
Avalara announced in this post an update in their REST v2 API security, that is the API used by the AvaTax connector for SAP Business One.
Markup percentage for tax calculation on Drop Shipments
Based on customer requirements a new feature is included in the solution. The option to configure a markup percentage over the document lines when the sale is a drop ship in a specific ship-to state.
Tax calculation on AR/Down Payments Invoice
Tax calculation in AR/Down Payments was possible, but you could usually expect the calculated tax to be zero, because the Tax Liable value for any line is fixed to No in SAP Business One.
Discount on freight lines
Until now, when sending freight lines as line items to AvaTax, by default the lines were considered to apply discounts.
Release Notes
- Included support for VAT calculation for Europe.
- Support for SAP Service Layer on AvaTax webUI.
Release Notes
Starting version 21.11.03, the AvaTax add-on includes support for VAT calculation for European countries, and using European SAP B1 Company Localizations.
Release Notes
Improvements for Service Layer calculation with DGW.
Support to use same SAP Tax Jurisdiction for different Avatax Jurisdictions.
Release Notes
Support for empty or removed Bill To in document
Perfomance improvement. Service Layer
Due to known performance issues with SAP v10 when using DI-API, we implemented a new interface for using the SAP Service Layer API within the AvaTax solution for complex processes.
New integration. ShipVia LBSi Freight Optimizer
We are glad to announce we have integrated our Avatax Document Generation Wizard process to include logic provided by LBSi for their
Fixes
- Line-level freights. Logic fix to correctly set calculated taxes at line level freights.
- Freight origin address. Logic fix to correctly use a different warehouse address as origin address from header level document
CertCapture Customers
The CertCapture Customers module now includes new filters for business partner properties, to help selecting and updating customer records in CertCapture.
ENTER key press
Added new setting to control how the Enter key press behaves in marketing documents. Previous behavior was to automatically try to calculate taxes. Now with this setting is possible to disable the feature and don’t raise the calculation on Enter pressed.
Business Partner Group filter
Added new filter for Business Partner groups in Bulk Address Validation Module.
Added new filter for Customer Groups in CertCapture Customers management module.
DGW. Base document closing option
A new option is included in the Document Generation Wizard, to choose if want the wizard to close the base document after generating the new one, or not.
Services. Tax Code Override.
Added support to use Tax Code Override for service-type documents.
Custom mileage tax calculation
New feature included in the solution to have a special mileage tax calculated by the add-on in SAP, not by Avalara.
Compatibility improvements
CertCapture. Fix for customers creating or updating module.
DGW. Improved consolidation logic and document discount calculation.
Compatibility improvements
Included changes for DI behavior on drafts on SAP 10.
No visual or user behavior has changed.
ShipEasy integration. FreeShipping
This release includes a new feature regarding the ShipEasy integration.
A new setting was added:
Upgrade to Avatax REST API connector v20.12.1
Upgraded all component of the solution: Avatax Add-on, Avatax Event Service and Avatax webUI app to use the latest available Avatax REST API connector version (v20.12.1).
ShipEasy Integration features
Add-On
New functionalities were added to ShipEasy integration logic. This behavior applies when creating new documents using the Document Generation Wizard.
Performance improvements
Performance improvements focused on external calculation mode on documents with several lines and draft documents.
Send transaction reference
A new customization is available to user a Sales Document Header field value, SAP native or UDF, as a Reference when sending the document to Avalara.
Addresses Geo Coordinates
As requested by Avalara, the connector is updated to NOT send by default address geo coordinates: latitude and longitude in tax calculations.
Use Business Partner UDF as Customer Code
It is now possible to use any of the Business Partner Master Data User Defined Field value as the Avalara Customer Code for tax transactions.
The field can be selected from the Avatax Settings:
DGW Draft process
The Document Generation Wizard now is capable to process draft documents and create “real” documents.
Minor fixes
Fix to set calculated tax rate to Line UDF when multiple lines with the same ItemCode are in the document. Only affecting to Line and AdditionalExpense tax mode.
Fix to recalculate tax on some draft documents. For ExternalTax calculation mode.
Support for SAP United Kingdom – Ireland company localization
The Avatax add-on, the Avatax webUI and the Avatax EventService are now compatible with SAP B1 database companies using the United Kingdom/Ireland localization.
Minor fixes
Minor fixes included for some HANA filtering in Bulk Address Validation.
Fix for Return Request ShipTo selection error.
Fix for validating draft calculated taxes for return documents.
Support document lines with negative total
Document lines with negative total are now supported for tax calculation.
Clear previous tax calculations
Previously, when you had a document with tax calculated by Avatax, you change the calculation mode (Line Item, Additional Expense, External Tax), you could get a document with incorrect tax if don’t manually clear the previous calculation.
The Avatax solution has been “Qualified” for integration with SAP Business One Cloud hosted by SAP successfully.
If you run SAP with this mode, you can follow this steps to get Avatax available in your SAP Cloud Instance:
Starting 2020 we have released a new SAP B1 Avatax add-on version including some very important changes, improvements and features.
All versions starting from 20xxxxxx are compatible with SAP 9.3 PL12 or later.
Main features released in this new add-on are:
This version is compatible with SAP 9.3PL 12
Added log entry for SAP document type
The SAP document type is logged now in the Avatax Log table, to record on what SAP document the calculation took place.
This version is compatible with SAP 9.3PL 12
Fix for empty freight lines
The SAP client adds an empty line on the freights window in some situations. The Avatax add-on now handle this without errors.
This version is compatible with SAP 9.3PL 12
Fix for DGW. Document discount
Document total discount was not copied from base documents in some scenarios.
Fixes were applied to copy the base document discount as expected.
This version is compatible from SAP 9.2 to SAP 9.3PL 11.
Fix for AR-DownPayment Reconcile
AR-DownPayment lines in SAP are always not liable.
This version is compatible from SAP 9.2 to SAP 9.3PL 11.
Fix for line item discounts for DGW
A fix was applied to avoid SAP calculating a line discount when prices are configured with several decimal places (4 or more), on the Document Generation Wizard module.
This version is compatible from SAP 9.2 to SAP 9.3PL 11.
Item Code Configurable
The item code to be sent to Avalara is now configurable.
This version is compatible from SAP 9.2 to SAP 9.3PL 11.
Add-On Licensing removed
Add-on licensing is no longer required, as the Avalara service only works with enabled accounts.
The Avatax Event Service now works with the custom address read from UDF fields.
Settings are managed from the add-on settings, and behave in the same way as in the SAP B1 add-on.
This version is compatible from SAP 9.2 to SAP 9.3PL 11.
A change was included to copy Address2 and Address3 fields (BillTo and ShipTo address extension) when generating new documents with the DGW.
Added a validation, when using multiple ship-to addresses in a document, and selected Avatax Ship-To Type as ‘Line Ship-To Address’.
If the Ship-To Name column is not visible, then the add-on will block the calculation and raise a warning to make this column visible.
Release including fixes for latitude and longitude handling on SAP Hana installations, for address validations and calculations.