Sales Invoice Consolidation

Invoice consolidation in JD Edwards allows you to combine multiple orders into a single invoice for a customer. SmarterCommerce integration with Avalara AvaTax respects this configuration.

Step 1

In JD Edwards go to the customer's AR|Billing record and configure the customer to receive consolidated invoicing.

Step 2

Enter an order for the customer. 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.

Step 3

The tax rate and amount will be returned by Avalara AvaTax. If satisfied place order. The sales order will be recorded for further processing.

Step 4

Continue entering orders for the same customer until all orders have been recorded. Once all orders have been entered you may use the Online Invoice functionality to confirm the tax amount per individual order.

Step 5

Process all orders for the customer 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 6

After the invoice process is complete go back to sales order entry and inquire on one of the orders placed. Use the Online Invoice row exit to confirm that all orders consolidated into one invoice and the tax amount is accurate.

Step 7

If desired, login to the Avalara AvaTax Administrator Console account to confirm the tax for the consolidated invoice has been recorded. 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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