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Avalara Avatax Certified Connector for Repair Orders

Beta License: AGPL-3 OCA/account-fiscal-rule Translate me on Weblate Try me on Runboat

This module is a component of the Avatax Integration with odoo app. Please refer to the corresponding documentation.

Table of contents

Usage

The AvaTax module is integrated into Repair Orders and allows computation of taxes. Repairs order transactions do not appear in the in the AvaTax interface.

The information placed in the repair order will automatically pass to the invoice on the Avalara server and can be viewed in the AvaTax control panel.

They will be reported as a net deduction on the line item cost.

Create New Repair Order

  • Navigate to: Repairs
  • Click Create button

Compute Taxes with AvaTax

  • The module will calculate tax when the repair order is confirmed, when the changes made to a repair order are saved, by navigating to Compute Taxes or by navigating to Action >> Update taxes with Avatax. At this step, the repair order will retrieve the tax amount from Avalara but will not report the transaction to the AvaTax dashboard. Only invoice, refund, and payment activity are reported to the dashboard.
  • The module will check if there is a selected warehouse and will automatically determine the address of the warehouse and the origin location. If no address is assigned to the warehouse the module will automatically use the address of the company as its origin. Location code will automatically populate with the warehouse code but can be modified if needed.
  • Hide Exemption & Tax Based on shipping address – this will provide this feature support at sale order level.

Tax Exemption Status

  • Tax exemption status can be defined on Contacts.
  • In a multi-company environment, the exemption status is defined per Company, since each individual company is required to secure the exemption certificates to claim for exemption application, and this may not be the case for all Companies.
  • If the customer is tax exempt, in the «Avatax» tab, check the «Is Tax Exempt» checkbox. When checked, the exemption details can be provided. The Exemption Code is the type of exemption, and the Exemption Number is an identification number to use on the customer’s State.
  • This exemption status will only be applied for delivery addresses in the State matching the State of the exemption address. The same customer can have exemptions on several states. For this use additional Contact/Addresses for those states, and enter the exempention details there.
  • To make this data management simpler, is it possible to set the customer as exempt country wide, using the corresponding checkbox. In this case the exemption status will be used for delivery addresses in any state. Using this option has compliance risks, so plase use it with care.

Bug Tracker

Bugs are tracked on GitHub Issues. In case of trouble, please check there if your issue has already been reported. If you spotted it first, help us to smash it by providing a detailed and welcomed feedback.

Do not contact contributors directly about support or help with technical issues.

Credits

Authors

  • ForgeFlow

Contributors

Maintainers

This module is maintained by the OCA.

Odoo Community Association

OCA, or the Odoo Community Association, is a nonprofit organization whose mission is to support the collaborative development of Odoo features and promote its widespread use.

This module is part of the OCA/account-fiscal-rule project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.