Avalara Tax Connector
Usage Type on Customer Order
Starting with v908.2400, users will be able to set the Usage type on a per Customer Order basis. This will take precedence over any usage type(s) that may be set on a Customer (or it’s alternate shipping address if one is being used). In Customer ...
Visual to Avalara Mapping
Copied Order shows original lines in SRI_TaxOrderLine
An order was copied with lines \ Order Lines removed and Tax recalculated Here No Tax and no Total which is correct But the SRI_TaxOrderLine table still has records from when the order was copied this will be resolved in the REST update to Synergy ...
Synergy Tax Process Flow
Order Entry Shipping Invoice Generation Technical Notes: During the install, a Windows Service (Synergy Job Queue) and database tables & triggers are created. These triggers interact with the Windows service to run the tasks without the need for a ...
Synergy Tax Version info
To Find the version of Synergy Tax. Launch Visual Manufacturing Navigate to Sales > Customer Maintenance > Macros Menu >Tax Configuration The bottom of the Tax Configuration Screen will have the version number.
Tax Migration
Install Schema Run the ScriptInstall.exe executable to get the database tables, triggers, and functions put in place. This is found where the Tax Connector is installed.. IE: D:\Visual\localapps\webservices\SynergyTax\SynergyTax\ScriptInstall\ Import ...
Avalara Sales Tax Calculation Returns $0
Avalara Sales Tax Calculation Returns $0 Here is a list of items to verify when trying to figure out why the sales tax calculation returns $0: The Customer does not have “Use Avatax” checked in Customer Maintenance The Customer has ‘Tax Exempt’ ...
Tax Version Number
To get the version number of Tax that the customer is using, go into the Visual directory of the server that tax is running on (e.g. "E:\Visual"). From there, go into \Localapps\Webservices\SynergyTax and run WebAppUpdateUtility.exe. A window will ...
XML Error when running the Order Total w/ Tax macro for Colorado orders (possibly other states)
Issue: When taxing orders in Colorado, you may receive the following error due to a Tax Name containing an ampersand (&): Cause: This issue occurs because XML does not allow unescaped ampersands. If a tax name includes an &, it must be correctly ...
Synergy/Avalara Tax - Release Notes
v1100.1002 2025.04.02 upgrade AvalaraTaxService to use latest Avalara.AvaTax.RestClient api 25.3.2 upgrade Customer Maintenance Avalara Configuration interface to use latest Avalara.AvaTax.RestClient api 25.3.2 fix vulnerabilities with ...
Tax - Maximum Message Size Quota Has Been Exceeded
You may receive the following message after running the Tax macro on an order with a lot of lines: "'The maximum message size quota for incoming messages (65536) has been exceeded. To increase the quota, use the MaxReceivedMessageSize property on the ...