AvaTax for Workday Accounts Receivable

Deployment and Configuration Guide

www.avalara.com
Table of Contents
Overview & Summary ..........................................................................................................................4

Revision History ................................................................................................................... 4

Avalara Support Process .....................................................................................................................5

Overview .............................................................................................................................. 5
Contact Information ............................................................................................................ 5
Professional Services Contacts............................................................................................ 5
Functional Design Link ......................................................................................................... 5
System Requirements for Workday Tenant .....................................................................................5

Browser Requirements ........................................................................................................ 5

Transport Protocol ............................................................................................................... 5
Middleware Installation Requirements .............................................................................. 5
Before Installation................................................................................................................................6

Create Security Groups and Policies ................................................................................... 6

Create Domain Security policies for functional area ................................................................ 6
Create Business Process Security policies for functional area ............................................... 13
Activate Security changes ...................................................................................................... 17

Integration User for Securable items in Workday ........................................................... 17

Configure Business Process for Customer Invoice Event ................................................ 21
Create Business Process Steps ............................................................................................... 21
Configure Business Process Steps .......................................................................................... 21

Create custom object - TaxDetails .................................................................................... 31

Create custom report for Error Handling - AvaCustInvErrs ............................................. 34
Package Installation ......................................................................................................................... 39

Prerequisites ...................................................................................................................... 39
Package details .................................................................................................................. 39
Package Deployment ......................................................................................................... 40
Configure AvaTax in Workday ......................................................................................................... 45

Enable AvaTax .................................................................................................................... 45

www.avalara.com
 Link all the AvaTax integrations to Users.......................................................................... 47
Test Connection ................................................................................................................. 48
Appendix ............................................................................................................................................. 51

Integration System Security Group - Details .................................................................... 51

Business Process Group and Roles - Details ..................................................................... 53

www.avalara.com
Overview & Summary
AvaTax for Workday Accounts Receivable integration is a package having the following 6
integrations that together provide customer invoice sales tax calculation/management
and customer address validation.
 AvaTaxOptions
o Stores Avalara credentials and sales tax calculation options as the
Integration Attributes.
o Launch AvaTaxOptions to verify the Avalara credentials and test the
connection.
 AvaCustInvoiceTaxCalc
o Calculates sales tax for a customer invoice and posts the invoices to the
admin console with document status as uncommitted.
 AvaTaxCalcErrRecovery
o Identifies and recovers customer invoices that had an error while
calculating tax. E.g.: bad credentials stored in AvaTaxOptions, invalid
customer address, etc..
 AvaCustInvoiceReconciliation
o Reconciles the customer invoice data between Workday and the Avalara
Dashboard for a specified filter prior to posting the invoices to the admin
console. The reconciliation output is a csv report with detailed data (line
amounts, tax amounts, etc.).
 AvaPostCustomerInvoices
o Finalizes (commits/voids) invoices in the admin console for the specified
filter and are locked in Workday based on the setting in AvaTaxOptions.
 AvaValidateCustomerAddress
o Provides address validation for customer addresses.
For more information about the Avalara service, visit www.avalara.com.

Revision History

Version Date Author Comments

1.8.1 08/2017 Avalara

www.avalara.com
Avalara Support Process
Overview
Avalara Help Center is available 24 hours a day, 7 days a week, 365 days a year. Visit it
here at help.avalara.com , or call 1-800-780-4848.

Contact Information

Name Role Contact

Avalara Tech Support for Avalara and 1-800-780-4848

Support Integration Issues / Questions help.avalara.com
support@avalara.com

Professional Services Contacts

Name Role Contact

Avalara Professional Professional Services 1-800-780-4848

Services (eg Installation / Configuration)

Functional Design Link

N/A

System Requirements for Workday Tenant

 A standard Workday Tenant.

Browser Requirements

Browser Supported Version(s)

All AvaTax for Workday integration supports all browsers supported by Workday.
See: WD Browser Support Policy

Transport Protocol
AvaTax for Workday Accounts Receivable integration uses SOAP-based web services to
utilize the AvaTax SAAS service via https. No other transports or protocols are applicable.

Middleware Installation Requirements

Not required.

www.avalara.com
Before Installation
Create Security Groups and Policies

Create Domain Security policies for functional area

1) Create domain security groups:

a) Create an Unconstrained Integration Security Group named
Avalara_Integration_Security_Group.

b) Create an Unconstrained User-Based Security Group named

Avalara_BP_Security_Group and click Related Actions.

2) Create domain security policy for functional area. In the Search box, type “create sec
group” and click Create Security Group. In the Create Security Group:
a) To create Avalara_Integration_Security_Group:
i) Type of Tenanted Security Group: select Integrated System Security Group
(Unconstrained).
ii) Name: Type Avalara_Integration_Security_Group.
iii) Click OK.

www.avalara.com
 b) To create Avalara_BP_Security_Group:
i) Type of Tenanted Security Group: select User-Based Security Group.
ii) Name: Type Avalara_BP_Security_Group.
iii) Click OK.
3) Add functional areas to these security groups. For more details, see
Avalara_Integration_Security_Groups.xlsx or

www.avalara.com
4) Appendix. In the Search box, type “Domain Security Policies for Functional Area” and
click Domain Security Policies for Functional Area.
a) In Domain Security Policies for Functional Area:
i) Functional Area: Select Common Financial Management.
ii) Click OK.
b) In Domain Security Policies for Functional Area Common Functional Management,
for Company General:
i) From the left navigation bar, select Set Up: Company > Set Up: Company
General.

ii) In Set Up: Company General, click Edit Permissions.

iii) In Edit Permissions Set Up: Company General, go to Integration Permissions
and add a row. Under Security Group, add Avalara_Integration_Security_Group
and enable Get. Click OK.

www.avalara.com
 iv) Click Done.

c) In Domain Security Policies for Functional Area Common Functional Management,

for Work Tags:
i) From the left navigation bar, select Set Up: Worktags > Set Up: Maintain
Custom Worktags.

www.avalara.com
ii) In Set Up: Maintain Custom Worktags, click Edit Permissions.
iii) In the Edit Permissions Set Up: Maintain Custom Worktags, go to Integration
Permissions and add a row. Under Security Group, add
Avalara_Integration_Security_Group and enable Get. Click OK.

iv) Click Done.

www.avalara.com
5) In the Search box, type “Domain Security Policies for Functional Area” and click
Domain Security Policies for Functional Area – Report.
a) In the Domain Security Policies for Functional Area:
i) Functional Area: Select Customer Accounts.
ii) Click OK.
b) In Domain Security Policies for Functional Area Customer Accounts, for Customer
Invoice:
i) From the left navigation bar, select Manage: Customer Invoice.

ii) In Manage: Customer Invoice, click Edit Permissions.

www.avalara.com
iii) In Edit Permissions Manage: Customer Invoice do the following and then click
OK.
 Go to Report/Task Permissions and add a row. Under Security Group, add
Avalara_Integration_Security_Group and enable View.
 Go to Integration Permissions and add a row. Under Security Group, add
Avalara_Integration_Security_Group and enable both Get and Put.

iv) Click Done.

www.avalara.com
6) Open Avalara_Integration_Security_Goups.xlsx or refer Integration
System Security Group - Details and add domain security policy for the rest of the
rows. Follow the steps mentioned in #6.
7) Add security policy for business process administration. For more details, refer
Avalara_Integration_Security_Groups.xlsx or Business Process
Group and Roles - Details. In the Search box, type “Domain Security Policies for
Functional Area” and click Domain Security Policies for Functional Area – Report.
a) In Domain Security Policies for Functional Area:
i) Functional Area: Select System.
ii) Click OK.
b) In the Domain Security Policies for Functional Area System, for Business Process
Administration:
i) From the left navigation bar, select Business Process Administration > Business
Process Reporting.

ii) In Business Process Reporting, click Edit Permissions.

iii) In Edit Permissions Business Process Reporting do the following and then click
OK.
 Go to Report/Task Permissions and add a row. Under Security Group, add
Avalara_Integration_Security_Group and enable View.
 Go to Integration Permissions and add a row. Under Security Group, add
Avalara_Integration_Security_Group and enable Get.

www.avalara.com
 iv) Click Done.

Create Business Process Security policies for functional area

1) In the Search box, type “Business Process Security Policies for Functional Area” and
click Business Process Security Policies for Functional Area.
a) In Business Process Security Policies for Functional Area:
i) Functional Area: Select Customer Accounts.
ii) Business Process: Select Customer Invoice Event.

www.avalara.com
 iii) Click OK.
b) In the Business Process Security Policies for Functional Area Customer Accounts,
for Customer Invoice Event:
i) From the left navigation bar, select Customer Invoice Event.

ii) In Customer Invoice Event, click Edit Permissions.

iii) In Edit Business Process Security Policy Customer Invoice Event do the
following and then click OK.
 Go to Submit Customer Invoice (Web Service). In Security Group, add
Avalara_Integration_Security_Group and Avalara_BP_Security_Group.
 Go to Submit Customer Invoice Adjustment (Web Service). In Security
Group, add Avalara_Integration_Security_Group and
Avalara_BP_Security_Group.
 Go to Who can do Action Steps in the Business Process. In Security Group,
add Avalara_BP_Security_Group.
 Go to Who can do Action Steps on Entire Business Process. Add
Avalara_BP_Security_Group in Security Group for the following Actions:
 View All
 Approve

www.avalara.com
www.avalara.com
iv) Click Done.

www.avalara.com
Activate Security changes

1) In the Search box, type “Activate Security Changes” and click Activate Pending
Security Policy Changes.
2) In Activate Pending Security Policy Changes:
i) Comment: Type Installation of AvaTax Integration.
ii) Click OK.

iii) Click Confirm, and then click OK.

Integration User for Securable items in Workday

In the AvaTax for Workday Accounts Receivable integration, a module executes based on
the associated Integrated System User. Create the following Integration System Users for
the mentioned module:

Create Integration System User For module:

Ava_ISU_CustInv_Reconciliation
Ava_ISU_CustInv_TaxCalc
Ava_ISU_Options_Maintenance
Ava_ISU_CustInv_Post
Ava_ISU_CustInv_Err_Recovery
Ava_ISU_CustAddr_Validation
AvaCustInvoiceReconciliation
AvaCustInvoiceTaxCalc
AvaTaxOptions
AvaPostCustomerInvoices
AvaTaxCalcErrRecovery
AvaValidteCustomerAddress

www.avalara.com
For example, for module AvaCustInvoiceReconciliation, create an Integrated System User
named Ava_ISU_CustInv_Reconciliation.

1) Create all the 6 integration system users. To create an integrated system user:
a) In the Search box, type “int sys user” and click Create Integration System User.
b) In the Integration System User, type the user name and related details. Click OK.
2) Assign the 6 integration system users to the security groups.
a) In the Search box, type “view security group” and click View Security Group. In the
View Security Group, select Avalara_Integration_Security_Group. In the Edit
Integration System Security Group (Unconstrained)
Avalara_Integration_Security_Group, click Related Actions. Go to Integration
Security Group (Unconstrained) and click Edit. Add the 6 integrated security users
in the Integration System Users and click OK.

www.avalara.com
 b) In the Search box, type “assign user” and click User-Based Security Group. In the
Assign Users to User-Based Security Group, select Avalara_BP_Security_Group. In
the View User-Based Security Group Avalara_BP_Security_Group click Related
Actions. Go to User-Based Security Group and click Assign Users. Select the
following users and then click OK
i) Ava_ISU_CustInv_TaxCalc
ii) Ava_ISU_CustInv_Err_Recovery
iii) Regular user with privileges to perform Accounts Receivable tasks (eg: Create
Customer Invoice)

3) Verify all the 6 integration system users. To verify an integrated system user:
a) In the Search box, type “security group” and click View Security Group. In the View
Security Group:
i) Security Group: Type Avalara Integration_Security_Group.
ii) Click OK.

www.avalara.com
4) The View Integration System Security Group (Unconstrained)
Avalara_Integration_Security_Group displays the domain security policy permissions
and the business process security policy permissions.

www.avalara.com
Configure Business Process for Customer Invoice Event

Create Business Process Steps

1) In the Search box, type “BP:Customer Invoice” and select Customer Invoice Event
(Default Definition).
2) In View Business Process Customer Invoice Event (Default Definition):
a) In Business Process Steps table, add the following steps. Click + to add a step.
i) Business Process Step 1 to call the integration directly:
 Order: Type a1;
 Notes: Type Call AvaTax for Sales tax Calc.
 Type: Select Integration.
ii) Business Process Step 2 to check and see if the tax calculation using the
integration is successful :
 Order: Type a2;
 Notes: Type Tax Calc Successful?.
 Type: Select Action.
 Specify: Select Review Customer Invoice.
 Group: Select Avalara_BP_Security_Group.
iii) Click OK.

Configure Business Process Steps

1) In the Search box, type “BP:Customer Invoice” and select Customer Invoice Event
(Default Definition).
2) In View Business Process Customer Invoice Event (Default Definition):
a) Click Configure AvaCustInvoiceTaxCalc.
b) In Business Process Steps table, change the existing step to Configure
AvaCustInvoiceTaxCalc and then click it.

www.avalara.com
 c) In Configure Integration Steps, select AvaCustInvoiceTaxCalc.
d) Click OK.

3) In Configure Integration Step Customer Invoice Event (Default Definition) step a1 –

integration:
a) In Integration Criteria:
i) Value Type: Select Determine Value at Runtime.
ii) Value: Select Customer invoice or Adjustment.
iii) Click OK.

www.avalara.com
4) In View Business Process Customer Invoice Event (Default Definition), to set the
following new condition rules, go to a step and click Related Actions and Preview
button. Go to Business Process and click Create Condition Rule.
5) In Create Condition Rule, add a rule for Not Locked.
a) Description: Type “Not Locked”.
b) In Rule Conditions table:
i) And/Or: Select And.
ii) Source External Field or Condition Rule: Select Locked in Workday.
iii) Relational Operator: Select Not equal to.
iv) Comparison Type: Select Value specified in this filter.
c) Click OK.

After the condition rule is saved:

6) In Create Condition Rule, add a rule for Using AvaTax.

www.avalara.com
 a) Description: Type “Using AvaTax”.
b) In Rule Conditions table:
i) And/Or: Select And.
ii) Source External Field or Condition Rule: Select Uses Third Party Tax Service.
iii) Relational Operator: Select Equal to.
iv) Comparison Type: Select Value specified in this filter.
v) Comparison Value: Select Yes.
vi) Click OK.

After the condition rule is saved:

7) In Create Condition Rule, add a rule for Tax Calc Failed .

www.avalara.com
 a) Description: Type “Tax Calc Failed”.
b) In Rule Conditions table:
i) And/Or: Select And.
ii) Source External Field or Condition Rule: Select Third Party Tax Calculation
Details.
iii) Relational Operator: Select Starts with.
iv) Comparison Type: Select Value specified in this filter.
v) Comparison Value: Select Tax Calculation Error.
vi) Click OK.

After the condition rule is saved:

8) In View Business Process Customer Invoice Event (Default Definition):

a) Go to Order having value as a1 and click Related Actions and Preview button. Go
to Business Process and click Maintain Step Condition.

www.avalara.com
i) In Maintain Step Conditions:
 Select the Effective Date.

 In the Entry Conditions table, click + to add Using AvaTax condition.

 In the Entry Conditions table, click + to add Not Locked condition.

 Click OK.

www.avalara.com
b) Go to Order having value as a2 and click Related Actions and Preview button. Go
to Business Process and click Maintain Step Condition.

i) In Maintain Step Conditions:

 Select the Effective Date.

 In the Entry Conditions table, click + to add Tax Calc Failed condition.

 Click OK.

www.avalara.com
 c) Click Done.

9) In the Search box, type “Ava_Cust” and click AvaCustInvErrs.

a) In AvaCustInvErrs, select the Start Date and the End Date. Select the Business
Processes as Customer Invoice Event. Click OK.

www.avalara.com
b) In AvaCustInvErrs Business Process Customer Invoice Event, click Related
Actions and Preview button. Go to Custom Report and click Edit.

c) In Edit AvaCustInvErrs Custom Report:

i) Go to Filters tab and select the Comparison Value as Customer Invoice Even
(Default Definition) step a2 – Action. Click OK.

www.avalara.com
 d) Click Done.

10) In the Search box, type “Avalara_BP_Security_Group” and click

Avalara_BP_Security_Group.

a) In View User-Based Security Group Avalara_BP_Security_Group, click Related

Actions and Preview button. Go to User-Based Security Group and click Assign
Users.

www.avalara.com
 b) In Assign User-Based Security Group Avalara_BP_Security_Group, add the current
logged in user to this group and click OK.

c) Click Done.

Create custom object - TaxDetails

1) In the Search box, type “Create Custom object” and click Create Custom Object.
2) In Create Custom Object:
a) Workday Object: Type Customer Invoice Line.
b) Customer Object Names: Type TaxDetails.
c) Click OK.

3) In Custom Object TaxDetails:

a) General Settings:
i) Custom Object Name: Automatically displays TaxDetails.
ii) Web Service Alias: Automatically displays taxdetails.

www.avalara.com
 iii) Allow Multiple Instances per Object: Ensure that this option is not selected.
iv) Click Next.
b) Field Definitions:
i) In Proposed New Fields, click Add.
ii) In Field Definitions, create 4 tax type fields (TaxType1 to TaxType4), 4 tax
amount fields (TaxAmount1 to TaxAmount4), 4 tax rate fields (TaxRate1 to
TaxRate4), 4 jurisdiction code (JurisCode1 to JurisCode4), and 4 jurisdiction
name (JurisName1 to JurisName4):
(1) Create TaxType1:
 Field Label: Type TaxType1.
 Field Type: Select Text.
 Display Order: Type an alphabet here. After all the fields are created,
the fields are sorted based on the value of this field and displayed
accordingly.
 Click Add.
(2) Create TaxAmount1:
 Field Label: Type TaxAmount1.
 Field Type: Select Decimal.
 Click Add.
(3) Create TaxRate1:
 Field Label: Type TaxRate1.
 Field Type: Select Decimal.
 Click Add to add more fields else click Next.
(4) Create JurisCode1:
 Field Label: Type JurisCode1.
 Field Type: Select Text.
 Click Add.
(5) Create JurisName1:
 Field Label: Type JurisName1.
 Field Type: Select Text.
 Click Add to add more fields else click Next.

www.avalara.com
c) Permissions:
i) Domain: In the Search box, type “Customer invoice” and click Manage:
Customer Invoice and Process: Customer Invoice.
ii) Click Next.
d) Summary:
i) Displays the above settings. You can click OK if you agree to the settings or
you can click Save For Later.

www.avalara.com
4) Click Done.

Create custom report for Error Handling - AvaCustInvErrs

1) In the Search box, type “Create Custom report” and click Create Custom Report.
2) In Create Custom Report:
a) Report: Type AvaCustInvErrs.
b) Report Type: Select Advanced.
c) Data Source: Select All Business Process Transactions of Type Awaiting Person in
Date Range.
d) Temporary Report: Select to if this report is temporary.

www.avalara.com
 e) Enable as Web Service: Select this option.
f) Click OK.

3) In Edit Custom Report AvaCustInvErrs:

a) Primary Business Object: Ensure that this is Action Event.

b) In Additional Information, go to Columns tab. Add these rows in the first table and
enter the following details:
i) Row for Business Process Transaction:
 Business Object: Type Business Process Transaction.

www.avalara.com
  Field: Type Workday ID.
 Column Heading Override XML Alias: Type Invoice_ID.
ii) Row for For:
 Business Object: Type For.
 Field: Type Workday ID.
 Column Heading Override XML Alias: Type Event_ID.
c) In Additional Information, go to Columns tab. Add these rows in the Group Column
Headings table and enter the following details:
i) Row for Business Process Transaction:
 Business Object: Type Business Process Transaction.
 Column Heading Override XML Alias: Type Business_Process_Transaction.
ii) Row for For:
 Business Object: Type For.
 Column Heading Override XML Alias: Type For.

d) In Additional Information, go to Filter tab. Add this row in the table and enter the
following details:
i) Row for AND:
 And/OR: Select And.
 Field: Select Business Process Steps Awaiting Action.
 Operator: Select exact match with the selection list.
 Comparison Type: Select Value specified in this filter.
 Comparison Value: Select Customer invoice event.

www.avalara.com
e) In Additional Information, go to Prompts tab. Add this row in the table and enter
the following details:
 Instructions: Select And.
 Runtime Date Prompts:
 Effective Date and Entry Date: Date range for the validity of this report.
 Populate undefined Prompts Defaults
 Display Prompt Values in Subtitle: Select this option.

f) In Additional Information, go to Share tab. Add this row in the table and enter the
following details:
 Report Definition Sharing Options: Select Share with specific authorized
groups and users.
 Authorized Groups: Select Avalara_Integrations_Security_Group.
 Authorized Users: Select logged in user and then select
Ava_ISU_CustInv_err_Recovery.

www.avalara.com
 g) In Additional Information, go to Advanced tab. This section displays the selections
made for this report.
h) Click OK to create this report.

You now have the required setup and configuration for deploying the package.

www.avalara.com
Package Installation
AvaTax for Workday Accounts Receivable integration is a group of Workday Studio
integrations packaged and released as Workday2AvaTax_AR.clar file.

Prerequisites
 An advanced understanding of Workday Security, Workday Studio Integrations
and .clar files.
 Installation and configuration to be performed by Systems Integrator or Workday
Consulting or Avalara Professional Service.

Package details
The Workday2AvaTax_AR.clar file contains:
 Source code
 Avalara_Integration_Security_Groups.xlsx
To view the .clar file content, import it in Workday Studio and then go to UtilityLib
project > SRC folder.

www.avalara.com
Package Deployment
1) Open Workday Studio.
2) To import Workday2AvaTax_AR.clar file, right-click and go to Import > Solution
Catalog CLAR.
3) The Project Explorer displays the .clar file details. Go to AvaCustInvoiceTaxCalc and
double-click on Assembly.
4) In the Assembly editor, click on AvaCustInvTaxCalc. The Workday-In component
properties, click on Services tab.

a) Click to add a new reference to custom object TaxDetails.

b) In Select Custom Object window, select Active Custom Object and from the right
panel select TaxDetails.

www.avalara.com
5) In the Assembly editor, click on AvaTaxCalcErrRecovery. The Workday-In component
properties, click on Services tab.
a) In the left panel, click Ava_CustInvErrs.

i) Click to add a new reference to custom object Ava_CustInvErrs.

Image1
b) In Add Custom RaaS Report window, click Next.

c) Select the custom report Ava_CustInvErrs and then click Finish.

www.avalara.com
d) In the Services tab, go to the left panel and click Ava_TaxErrDetails.

i) Click to add a new reference to custom object TaxDetails.

ii) In Select Custom Object window, select Active Custom Object and from the
right panel select TaxDetails.

www.avalara.com
6) In the Project Explorer, right-click on any of the folders and click Deploy to Workday.

7) In Deploy to Workday, select Include source code in deployed CLAR and then click
Next.

www.avalara.com
8) In Deploy to Workday, under Configured, select Workday2AvaTax_AR and then click
Finish.

9) After successful deployment, the Cloud Explorer displays the Workday package along
with the installation date and time stamp.

www.avalara.com
Configure AvaTax in Workday
Enable AvaTax
To setup the AvaTax for Workday Accounts Receivable integration, you need to:
1) Enable AvaTax. In the Edit Company Accounting Details window (see screenshot
below)
a) Select Use Third Party Tax Service.
b) In Tax Service Name, type AvaTax.
c) Click OK.

www.avalara.com
2) Map Workday with AvaTax. See companion Document
CustomerInvoiceFieldMapping.xlsx
3) Setup and Configure the Avalara Dashboard. For assistance with setup and
configuration of the Avalara Dashboard, see the Implementation kit. Ensure that the
company name, mentioned in Avalara Dashboard, is the same as Workday’s
Company_Reference_ID.

www.avalara.com
Link all the AvaTax integrations to Users
1) In the Search box, type “view sys” and click View Integration System.
2) In View Integration System, select AvaCustInvoiceReconciliation.
a) In View Integration System AvaCustInvoiceReconciliation, for Workday Account
select Ava_ISU_CustInv_Reconciliation and click OK.
b) In Edit Account for Integration System, click OK.
3) In View Integration System, select AvaCustInvoiceTaxCalc.
a) In View Integration System AvaCustInvoiceTaxCalc, for Workday Account select
Ava_ISU_CustInv_TaxCalc and click OK.
b) In Edit Account for Integration System, click OK.
4) In View Integration System, select AvaPostCustomerInvoices.
a) In View Integration System AvaPostCustomerInvoices, for Workday Account select
Ava_ISU_CustInv_Post and click OK.
b) In Edit Account for Integration System, click OK.
5) In View Integration System, select AvaTaxCalcErrRecovery.
a) In View Integration System AvaTaxCalcErrRecovery, for Workday Account select
Ava_ISU_CustInv_Err_Recovery and click OK.
b) In Edit Account for Integration System, click OK.
6) In View Integration System, select AvaValidateCustomerAddress.
a) In View Integration System AvaValidateCustomerAddress, for Workday Account
select Ava_ISU_CustAddr_Validation and click OK.
b) In Edit Account for Integration System, click OK.
7) In View Integration System, select AvaTaxOptions.
a) In View Integration System AvaTaxOptions, for Workday Account select
Ava_ISU_Options_Maintenance and click OK.
b) In Edit Account for Integration System, click OK.
c) In View Integration System AvaTaxOptions, click Related Actions and Preview
button. Go to Integrated System and click Configure Integration Attributes.

www.avalara.com
 d) In Configure Integration Attributes for Integration System AvaTaxOptions, add the
required details in the Integration Attributes table and click OK. Most of these
attributes are mentioned in the email that you received from Avalara.

Test Connection
1) In the Search box, type “Launch / Schedule Integration” and click Launch / Schedule
Integration.
2) In Launch / Schedule Integration:
a) Integration: Select AvaTaxOptions.

www.avalara.com
 b) Run Frequency: Select Run Now.
c) Click OK.
3) The View Background Process AvaTaxOptions displays the process details.

The following message is displayed after the process is complete.

www.avalara.com
www.avalara.com
Appendix
Integration System Security Group - Details

Avalara Integration Security Group (Integration)

Name Avalara_Integration_Security_Group

Type Integration System Security Group

Context Type Unconstrained

Integration System
Avalara_ISU_AvataxForAR_User
User
Domain Security Policy Permissions

Functional Areas Domain Security Policy Operation (Enable)

Common Financial Set Up: Company > Set Up: Company General Get Only
Management
Common Financial Set Up: Worktags > Set Up: Maintain Custom Worktags Get Only
Management
Customer Accounts Manage: Customer Invoice View Only

Customer Accounts Manage: Customer Invoice Get and Put

Customer Accounts Set Up: Sale Item Get Only

Customer Accounts Process: Customer Invoice (NEW) > Process: Customer Get and Put
Invoice - Cancel
Customer Accounts Process: Customer Invoice (NEW) > Process: Customer View and Modify
Invoice - Cancel
Customer Accounts Process: Customer Invoice (NEW) > Process: Customer Get and Put
Invoice - Change
Customer Accounts Process: Customer Invoice (NEW) > Process: Customer View and Modify
Invoice - Change
Customer Accounts Process: Customer Invoice (NEW) > Process: Customer Get and Put
Invoice - Collections
Customer Accounts Process: Customer Invoice (NEW) > Process: Customer View and Modify
Invoice - Collections
Customer Accounts Process: Customer Invoice (NEW) > Process: Customer Get and Put
Invoice - Core
Customer Accounts Process: Customer Invoice (NEW) > Process: Customer View and Modify
Invoice - Core
Customer Accounts Process: Customer Invoice (NEW) > Process: Customer Get and Put
Invoice - Other

www.avalara.com
Customer Accounts Process: Customer Invoice (NEW) > Process: Customer View and Modify
Invoice - Other
Customer Accounts Process: Customer Invoice (NEW) > Process: Customer Get and Put
Invoice - View
Customers Access Customer (Segmented) Get Only

Customers Reports: Customer Get Only

Customers Set Up: Customer > Set Up: Customer Maintenance Get and Put

Integration Integration Debug View and Modify

Integration Integration Debug Get and Put

Integration Integration Event View and Modify

Integration Integration Event Get and Put

Integration Integration Process View and Modify

Integration Integration Process Get and Put

Integration Integration Reports View and Modify

Integration Integration Reports Get and Put

System Business Process Administration > Business Process View Only

Definition View
System Business Process Administration > Business Process Get Only
Definition View
System Business Process Administration > Business Process View Only
Reporting
System Business Process Administration > Business Process Get Only
Reporting
System Custom Object Management Get and Put

Business Process Security Policy Permissions

Functional Areas Domain Security Policy Operation (Enable)

Initiate (Submit
Customer Accounts Customer Invoice Event Customer Invoice
(Web Service))
Initiate (Submit
Common Financial Customer Invoice
Set Up: Maintain Custom Worktags
Management Adjustment (Web
Service))

www.avalara.com
Business Process Group and Roles - Details

Avalara Integration Security Group (Integration)

Name Avalara_BP_Security_Group
Type User Based Security Group
Context Type Unconstrained
Integration System User Avalara_ISU_AvataxForAR_User
Business Process Security Policy Permissions

Operation Business Process Type Functional Area

Submit Customer Invoice (Web Service) Customer Invoice Event Customer Accounts
Submit Customer Invoice Adjustment
(Web Service)
View All
Approve
Review Customer Invoice
Submit

www.avalara.com