Sales Order with Credit Card Payment

Processing an order that will be paid for using a credit card is very similar to processing a standard order. Though the payment method will not impact how Avalara AvaTax functions it is important to understand the extra steps required to record the credit card payment. This example will be demonstrated using the P4210 Order Entry application.

Step 1

Enter the payment instrument in the sales order header representing credit card payment order. Then, continue to add items to the order verifying tax related fields, to execute Avalara AvaTax Get Tax calculation, set the Tax Rate/Area field of the order lines equal to the value defined in ATTAXAREAC constant, refer to Constants Settings section of this guide. A tax rate/area set to <blank> or any value other than value found in constant will bypass call to Avalara AvaTax Get Tax calculation. Once all detail lines have been entered press OK. The Order Acceptance screen will be presented.

For more information on accepting credit card payments please review the Payment Processing manual.

Step 2

The tax rate and amount returned by Avalara AvaTax Tax Calculation are displayed and you are ready to enter credit card information (please note that if you are using P42101 to enter orders you can see this information on the Order Summary tab). The sales order will be recorded for further processing.

Please note if errors exists or communication fails with Avalara AvaTax the CC Processing button maybe disabled.

Step3

Once pressed you will be redirected to the Credit Card Payments screen. Enter the credit card information and authorize the payment (using standard credit card processing or hosted pages functionality). Then save the order.

Step 4

Continue to process the order through to Invoice Print (R42565). Be sure to review the output for this UBE to ensure no errors were reported pertaining to Avalara AvaTax.

Step 5

If desired, login to the Avalara AvaTax Administrator Console account to confirm the tax for the transaction. Please note that the final tax amount is recorded in Avalara AvaTax when the order is invoiced (R42565) in JD Edwards.

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