Usage Type on Customer Order
Starting with v908.2400, users will be able to set the Usage type on a per Customer Order basis. This will take precedence over any usage type(s) that may be set on a Customer (or it’s alternate shipping address if one is being used).
In Customer Order Entry, there will be a new tab labeled “Avalara”. Within that tab, will be a drop down labeled “Usage Type” in which users can select the reason for the exemption on customer orders.
Once selected and saved, this code will be sent over to Avalara as it’s usage type for the order, shipment, and invoice.
Please note that this field is editable to give users the ability to “clear” this selection if they selected a type in error. As a result, invalid entries can also be placed in here. However, if the invalid entry is not recognized by Avalara, the usage type will be ignored and the order, shipment, and invoice will be taxed accordingly.
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