Technical reference

Understand the ERP and AvaTax data needed for transaction-level tax transparency and the required permissions.

This section describes the ERP and AvaTax data required to support transaction-level tax transparency and the associated permission requirements.

ERP data access

The AI agent retrieves ERP data through the connector to generate transaction-level tax explanations.

• Transaction data: All transaction types, including line items, addresses, customer information, and subsidiary context.
• Customer data: Customer codes, tax status, and linked addresses.
• Item data: Item codes, descriptions, and assigned tax codes.
• Context service: Current page and record context are used to provide screen-aware explanations.

AvaTax data access

The AI agent retrieves AvaTax data through the MCP integration layer to analyze and explain tax calculations.

• Transaction details: Full jurisdiction breakdown, applied rates, calculated amounts, and sourcing methodology.
• Customer certificates: Exemption certificates, expiration dates, and coverage zones.
• Nexus configuration: Active nexus declarations used to provide contextual explanations.

Permission requirements

The following permissions are required to enable tax transparency functionality.

• ERP access: Read access to transactions the user is currently viewing.
• AvaTax access: API credentials with transaction and certificate read permissions.
• Role-based access: Available to all roles with transaction access. Administrators may restrict access if needed.