Configuring warehouse product records for tax interface

Use Product Warehouse Product Setup if you are mapping Sovos GTD or AvaTax product codes to Distribution SX.e products. We recommend that you set up product lines before setting up warehouse products.

  1. Select Product > Setup > Warehouse Product.
  2. Select the product that maps to an AvaTax or Sovos GTD product code.
  3. In the Taxing view, specify the appropriate Sovos GTD or AvaTax product code in the Tax Exempt Type field.
    Note: 

    If you use Vertex Cloud, be aware that although Vertex has tax codes, they cannot be passed into Vertex Cloud through the interface. The Vertex codes must be applied in a mapping set up in the Vertex Cloud administrator portal. Any value entered in the Tax Exempt Type field is not used in the calculation.

  4. Specify the taxable status.
  5. If non-taxable, specify a Non Tax Reason.
  6. Click Save.