We’ve set up a separate environment for 10.2.x, and one of the items on the test list is validating Avalara sales tax works properly (without creating real transactions that create payments to our nexus states!). We didn’t anticipate a large volume, and the Avalara folks at Insights suggested creating a new company on their AvaTax web portal, and make our 10.2 testing environment company name match. This way the taxes would flow to a bucket that gets deleted, rather than processed, and avoids a separate (expensive) Avalara sandbox environment.
It’s simple to change Company Name in Epicor’s Company Config, but Avalara’s portal asks for both the company name and company ID when setting up a new company.
Is it possible to change that for our test environment? I assumed that’s hard coded in our Epicor license file, but not positive.
Can’t you just use their sandbox/test/development API URL and somehow see those outputs? I know we use that URL when copying Production to Test - but never tracked it.
But more importantly, why would you test it? I would Assume a Product like Avalara should have done its testing months before any customer ever has seen 10.2 (being kind of embedded/partnered w/ Epicor) if not, I would dump them right away
Haso - I’ll have to look into the API URL and see if it’s public to their customers, or only the ones that have purchased the sandbox. I’m assuming it works as well, but we’ve been burned in the past with that concept (Not by Avalara, but other things that should have worked). Validating the sales tax is flowing properly for in & out of state sales and returns is part of our upgrade testing.
I wish I could cross my fingers and count on it working. If anyone else here that have upgraded from 10.0 to 10.2 with Avalara didn’t need to make any changes, then I’ll feel better about it.
(Not by Avalara, but other things that should have worked). Validating the sales tax is flowing properly for in & out of state sales and returns is part of our upgrade testing.