Filter by Product Class

Exploring

Where it fits in?

This program only applies to the Tax Connector - Avalara.

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

When a product class is defined as excluded, sales order transactions that contain stock codes within that product class are then excluded from the transaction files sent to Avalara.

Navigation

This program is accessed from the Program List of the SYSPRO menu:

Program List > General Ledger > Tax > Tax Interface

Terminology

Avalara

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

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

Security

Groups

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).

Configuring

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

Setup Options

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

Company General

Setup Options > Company > General

Nationality code

Company Tax Options

Setup Options > Tax > Company Tax Options

Tax system

Sales and Use Tax

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

Hints and Tips

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.

Process

Referencing

Menu and Toolbar

Field	Description
New	This lets you add a new product class to the listview.
Delete	This lets you delete an existing product class from the listview.
Save and Close	This saves the details you entered or changed and exits the program. If you made any changes, the program displays a summary of the product classes saved to or removed from the AdmTaxFltrPcls table.

Field

Description

New

This lets you add a new product class to the listview.

Delete

This lets you delete an existing product class from the listview.

Save and Close

This saves the details you entered or changed and exits the program.

If you made any changes, the program displays a summary of the product classes saved to or removed from the AdmTaxFltrPcls table.

Product Classes Maintenance

Column	Description
Product class	Indicate the product classes to be excluded from the company's tax integration calculations and subsequent submission to Avalara. Any sales orders that contain stock codes within that product class are then excluded from the transaction files sent to Avalara.

Column

Description

Product class

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

Any sales orders that contain stock codes within that product class are then excluded from the transaction files sent to Avalara.

* product-authoring@syspro.com