Resolving Tax Calculation Issues on Checkout and Updating External Role Access for Avatax

Customers are experiencing issues where tax is not being calculated at the checkout stage in the webstore. This is linked to the Avatax integration, specifically with missing permissions for certain record types, which causes errors in the calculation process. Solution: To resolve this issue, the following steps have been taken to ensure proper tax calculations and allow the creation of webstore orders with Avatax integration: • Add Required Permissions for the Client Script The necessary permission for the client script AVA_Transaction_Client has been added to ensure proper interaction with the Avatax system during the checkout process. • Update External Role Access for AVAENTITYUSECODES and AVASHIPPINGITEMCODES For the Avatax integration to function correctly, External Role Access for the AVAENTITYUSECODES and AVASHIPPINGITEMCODES record types must be updated. • Current Setting: External Role Access was set to None. • Required Change: Update External Role Access to View to enable necessary permissions for tax calculations during order creation. • Steps to Update External Role Access: • Navigate to: Customization → Lists, Records & Fields → Record Types → AVASHIPPINGITEMCODES • Set External Role Access to View. • Repeat for: Customization → Lists, Records & Fields → Record Types → AVAENTITYUSECODES • Change External Role Access from None to View. After making these , users will be able to create orders on the website, and tax will be properly calculated at the checkout stage. Conclusion: These changes ensure that Issue Summary: Customers are experiencing issues where tax is not being calculated at the checkout stage in the webstore. This is linked to the Avatax integration, specifically with missing permissions for certain record types, which causes errors in the calculation process.

Solution: To resolve this issue, the following steps have been taken to ensure proper tax calculations and allow the creation of webstore orders with Avatax integration:

• Add Required Permissions for the Client Script

The necessary permission for the client script AVA_Transaction_Client has been added to ensure proper interaction with the Avatax system during the checkout process.

• Update External Role Access for AVAENTITYUSECODES and AVASHIPPINGITEMCODES

For the Avatax integration to function correctly, External Role Access for the AVAENTITYUSECODES and AVASHIPPINGITEMCODES record types must be updated.

• Current Setting: External Role Access was set to None.

• Required Change: Update External Role Access to View to enable necessary permissions for tax calculations during order creation.

• Steps to Update External Role Access:

• Navigate to:

Customization → Lists, Records & Fields → Record Types → AVASHIPPINGITEMCODES

• Set External Role Access to View.

• Repeat for:

Customization → Lists, Records & Fields → Record Types → AVAENTITYUSECODES

• Change External Role Access from None to View.

After making these adjustments, users will be able to create orders on the website, and tax will be properly calculated at the checkout stage.

These changes ensure that the Avatax integration is functioning as intended and that tax is correctly calculated during the checkout process on the webstore. The update to external role access ensures all necessary permissions are in place for the system to properly interact with Avatax.

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