AvaTax Transaction Information

Avalara AvaTax Transaction Information

Permanent tax information is posted to Avalara AvaTax when the Invoice Print UBE (R42565) is processed. Therefore, the Avalara AvaTax admin console will only show permanent transactions. If it becomes necessary review permanent invoice transactions or temporary Get Tax requests occurring during sales order entry in JD Edwards use the Work with AvaTax Header Transactions (PQ67AT01) application to review requests and responses.

Purging Avalara AvaTax Transaction Information

In the event you wish to purge the records available in the Work with AvaTax Header Transactions application the Purge AvaTax Transaction Report (RQ67AT02) may be used. Below are the processing options for the report.

Defaults

1.Enter the number of days from today to delete Get Tax temporary document type transactions (SalesOrder / PurchaseOrder / ReturnOrder). Any transaction having a date older than calculated setting date will be deleted. For audit reference at least 30 days of temporary document type transactions must be maintained.
Note 1: Enter ‘0’ (zero) to keep all history, no temporary transactions will be deleted.
Note 2: Minimum setting is 30, any setting below 30 will default to 30 days of temporary transactions.

2.Enter the number of days from today to delete Get Tax permanent document type transactions (SalesInvoice / PurchaseInvoice / ReturnInvoice). Any transaction having a date older than calculated setting date will be deleted. For audit reference at least 90 days of permanent document type transactions must be maintained.
Note 1: Enter ‘0’ (zero) to keep all history, no permanent transactions will be deleted.
Note 2: Minimum setting is 90, any setting below 90 will default to 90 days of permanent transactions.

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