Avalara is usually pretty good about playing well with other integrations. I would consult with your Sage partner before installing any third-party software as they may have guidance on whether there could be complications.

Typically you want to grab the latest Avalara download which can now be downloaded from: 

https://development.dsdinc.com/enhancement/lmav-avatax-connector-for-sage-100/

Additional configuration info:

https://www.dsdinc.com/instal-configure-sage-100-erp-sales-tax-avalara/

Found one of the big problems.  They are not compatible with Chrome, so needed to install Firefox to get things to work on the certificate program.  Still can't get their information needed for NY forms to match what the state law requires.  

Still can't ship today, but hopefully IIG will be able to fix the programming that Avatax broke.  Our reseller did do the installation.  

So, next question would be how do you set SAGE to know that the new customer is supposed to use AVATAX?  

Avalara can't answer that.  

I'm not sure if Avalara has another way to do this but you can use a standard sage 100 feature to set default value for new records.

"Custom Office" > "Main" > "User Defined Field and Table Maintenance".

Select the "AR Customer Master" table and click the button on the right to launch the "Advanced Field Settings" dialog.

Click the "Add..." button.

Select the "TaxSchedule" field from the dropdown and then either leave company and user set to "All" or leave user set to "All" and specify the company code that you want this default to apply and then enter the default value.

Click OK, Close, and then Close.

All future new records for that table and user/company combination selected should have the default value set.

Thank you, David,  I will look at that today. 

Now, for the next part, WebsitePipeline does our web.  They don't know how to connect.  Can anyone tell me the URL that they should be using?  Second day of supposed to be live, then they tell me they don't know the URL to use for Avatax.  

Thanks

Chris

Our company went live with Avalara a month ago and it has been a complete mess. I submit cases to them and they just don't have any answers. I have had to do a lot of trial and error on my side. There are still a couple things not working and no one at Avalara has the time to give me an answer. 

I have orders importing from our web store. After installing Avalara, this functionality broke. The orders are importing via BOI and now you can no longer instantiate an object to Sales order or to the AR credit card objects. Avalara cannot figure it out. It took me several hours, but I found a band-aid solution by running it on another server.

If you have a $0.00 invoice with no products, you'll get an error message during sales journal posting. You have to switch the invoice to NONTAX in order for it to post. We periodically send out samples, with a comment line on the lines tab. Practically every day we have to run posting twice because it comes up with an error.

We get an error if we have the AVATAX tax schedule on countries outside USA or Canada. We have AVATAX default on all new customers (using Custom Office as mentioned) and sales people don't know to take that off.

Amazon charges sales tax to customers on our behalf, yet when we use AVATAX with our Amazon orders, it's trying to charge tax. Never got a resolution for that so now we just set our AMAZON customer to NONTAX to get around it.

We are supposed to get SST states covered, but after I submitted the application in July, they are just now "getting them on the program" and so we won't get our SST states covered until November apparently.

Again, so far it's been an absolute MESS. I have had to do a lot of work to try to band-aid things and figure out workarounds. If I knew what I would have had to do in the beginning, it wouldn't have been so bad. It's all the fixing and band-aiding after the fact that has created a lot of extra work.

Avalara should really have a step-by-step process for getting a customer on-board instead of giving you videos and hoping you figure everything out yourself.