Skip to navigation
By Sales and use taxERP

Design the transaction workflow

View as Markdown

This section describes some best practices when designing your document workflow. Before beginning, consider the following questions:

  • What kind of ERP system are you designing?

    • Will your workflow include a posting process, or will the workflow not include a posting process?

    • Does your ERP support credit memos?

  • When is it appropriate to call AvaTax for tax calculation?

  • When will you record (commit) a transaction?

  • How will you validate addresses? Will you be using Avalara’s service? If so, review the Address Validation requirements. If not, we still require that your environment includes an address validation service (for example, Google Maps™).

Part of the ERP integration guide. Open the full “Design the transaction workflow” milestone on Avalara to see every page in this section.