Migration to Header Level Posting (HLP)

Migration to Header Level Posting (HLP) - AvaTax

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Overview

For existing Accounting Seed users, migrating from Billing Line Level Posting (LLP) to Header Level Posting (HLP) will require some changes in your settings. The majority of the migration steps are related to page layouts. After you complete the steps in this article, contact Customer Support to enable HLP.

Note: If you have the Orders & Inventory module installed, in order to enable Header Level Posting (HLP), you must be using the Weighted-Average Cost methodology.

Note: For users who are installing Accounting Seed for the first time with our Iris release, HLP is the system default. Therefore, the migration process is unnecessary.

Note: For information about using HLP, refer to the Billing Header Level Posting article.

As part of the migration process, you should perform the following:

Modify Existing in-use PDF Formats
Update the Page Layout Configuration
Post all Billings that have used AvaTax LLP
Contact Customer Support to switch over from LLP to HLP

Migration Process for Header Level Posting

Modify Existing in-use PDF Formats

Modify any existing in-use PDF formats to reference the new Billing PDF pages for Product and Service. Otherwise, create new PDF formats to reference the new PDF pages for the following:

Note: For more information, refer to the Create a Custom PDF Format knowledge article.

Visualforce name:

BillingProductIrisPdfHLP
BillingServiceIrisPdfHLP

Update Page Layout Configuration

For help with editing page layouts, refer to the Edit Standard Page Layouts Manually knowledge article.

Billing

Add the Calc Tax field.
Add the Validate Address button.
Modify the Billing Lines related list properties to make sure that the Tax Group is removed.

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Billing Line

Remove the Tax Group field.
Edit the MassAddEditRows field set to remove the Tax Group.

Product

Remove the following fields:
Remove the Taxes related list.
Add the Tax Code field.

Opportunity

Add the Calc Tax button.
Modify the Product related list to remove the Tax Group.

Opportunity Product (line)

Remove the Tax Group field.

Recurring Billing

Modify the Recurring Billing Lines related list to remove the Tax Group.

Recurring Billing Line

Remove the Tax Group field.

Account

Add the following fields:

Post all Billings that have used AvaTax LLP

It is necessary to post all Billings that have calculated taxes using Avalara’s AvaTax functionality. This is because of the two different ways that taxes are determined under Line Level Posting (LLP) versus Header Level Posting (HLP). If the taxes are not being calculated, then this is not necessary. However, it is considered a best practice to establish a cut-off in migrating from LLP to HLP.

Contact Customer Support to switch over from LLP to HLP

After completing the migration process, contact Customer Support to switch over from Line Level Posting (LLP) to Header Level Posting (HLP).

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Migration to Header Level Posting (HLP) - AvaTax

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1477625758