Monsoon Stone Edge Tax System Dashboard

Contents of this Topic: ShowHide

Overview

The Monsoon Tax System Dashboard is the central location in the program to enter tax-related settings and view information about tax transactions performed by a 3rd party tax service. Currently, Avalara Avatax OnDemand is the only supported 3rd party tax service.

The dashboard is opened by going to Main Menu>Settings>System Functions>Avalara Dashboard.

The security system must be enabled and some of the functions on the Dashboard can only be accessed by Admin User IDs. Those functions are, Tax System Settings, Basic Avalara Settings, and Run Schema Updates.

Select Tax System Settings to set or change tax system parameters. Changes are refreshed immediately without having to leave the screen or exit the program.

Select Reports to view the tax documents from 3rd party tax transactions or check the order's tax status.

Description of the screen

Tax System Dashboard

Order Number

enter a specific Monsoon Order Manager order number to see related tax information

Tax System

displays the name of the tax system which processed the tax payments for the selected order

Last Message

displays the last message generated by the tax system

Last Tax Call

displays information about the most recent call to the tax service

Messages tab

displays the tax system status, and version numbers of the components

Clear Messages

select this to clear all information from the Messages tab

Tax System Requests tab

displays a list of tax calls for the specified order number including the Doc ID, the Origin, the type of transaction (Dispatch), the Doc State, the amount of Tax and the result (OK)

Tax Journal tab

displays information about transactions generated when the user made processing changes to the order, such as the date processed, the Tax Doc ID, the Order Total, the Actual Tax Adjustment, the Type, and the Doc State
journal entries are only made for tax operations which submit tax documents to Avalara, such as a Commit or Return
journal entries are not made for Calculations without a submission to Avalara

Tax Processor Log tab

displays information about tax calls for the specified order number including the Call Date, Tax Doc ID, the Seq, the Tax Service, the Call Type, the Duration and the Result

Initialize tab

Init Tax System

initializes the tax system settings

Force Full Init

forces a re-initialization of the tax system settings

Release

primarily used for testing
forces the Monsoon Order Manager to release the Tax System
the Tax System is automatically re-initialized the next time it is needed

3rd Party Tax System Name (not labeled as such)

displays the name of the 3rd party tax system
currently the only third party tax solution is Avatax from Avalara (reflected in the image above)

OM Version

displays the current version of the Monsoon Order Manager

MTx Version

displays the current version of the Monsoon Tax system dll

Tax System Settings

opens the Monsoon Tax System Settings screen, which contains the Main,Tax Classes, and Cart Settings tabs
this can only be accessed by an Admin UserID

Basic Avalara Settings

opens the Tax System Setting screen, showing the basic settings for Avalara on the Identification tab view image
can only be accessed by an Admin UserID