Filter by A/R Branch

This program only applies to the Tax Connector - Avalara.

This program lets you exclude a range of specific branches from the company's tax integration calculations and subsequent submission to Avalara.

When a branch is defined as excluded, sales order transactions processed from that branch are then excluded from the transaction files sent to Avalara.

Exploring

This program can't be run standalone and is accessed from the following program(s):

  • Tax Interface Setup

    From the Define function against the Define filter by Branch field of the Filter section.

The Avalara platform is a powerful and easy-to-use API that helps businesses automate the calculating, storing, auditing and reporting of transactional taxes.

The CertCapture component helps you maintain compliance by creating, validating, storing and managing sales tax exemptions and reseller certificates.

Tax Connectors provide a connection for establishing a direct link between SYSPRO and compatible cloud-based tax calculation systems (e.g. Avalara and Vertex).

Tax Connectors manage the export of data to these systems so that quarterly and annual sales tax returns can be produced for state filing purposes.

Starting

You can restrict operator access to programs by assigning them to groups and applying access control against the group (configured using the Operator Groups program).

The following configuration options in SYSPRO may affect processing within this program or feature, including whether certain fields and options are accessible.

The Setup Options program lets you configure how SYSPRO behaves across all modules. These settings can affect processing within this program.

Setup Options > Company > General

  • Nationality code

Setup Options > Tax > Company Tax Options

  • Tax system

Setup Options > Tax > Sales and Use Tax

  • Sales and use tax system required
  • Interface type

Solving

Why don't you drop us a line with some useful information we can add here?

* product-authoring@syspro.com

Using

  • Columns in a listview are sometimes hidden by default. You can reinstate them using the Field Chooser option from the context-sensitive menu (displayed by right-clicking a header column header in the listview). Select and drag the required column to a position in the listview header.

  • Press Ctrl+F1 within a listview or form to view a complete list of functions available.

Referencing

This lets you add a new branch to the listview.

This removes the existing highlighted branch from the listview.

This saves the details you entered or changed.

Column Description

Branch

Indicate the branch code to be excluded from the company's tax integration calculations and subsequent submission to Avalara.

Any sales order transactions processed from the selected branch are then excluded from the transaction files sent to Avalara.

Description

This indicates the branch name associated with the branch code.