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Manhattan Active Omni solution provides integration out of the box with Vertex to calculate estimated taxes during order creation, order edits, and final taxes upon invoicing. Some customers may wish to integrate with a different 3rd party tax engine to calculate taxes.
Manhattan Active Omni has pre-built apps with many 3rd party tax engines which can be leveraged out of the box. Please see each 3rd party vendor to view what functionalities are available.
OneSource is a tax software that integrates seamlessly with host systems to provide quotation and invoice tax detail information for customer order transactions.
Manhattan Active Omni allows for base-supported tax integration with Vertex Tax Management. This integration enables communication with OneSource by altering the base functionality in the following ways:
When an order is created or edited in Manhattan Active Omni’s Call Center module, a quotation tax call is generated for the order so the appropriate authorized amount of a payment tender can be secured. This quotation tax call is translated to the OneSource required format with the expected data for OneSource to provide the quotation tax calculation. The OneSource response is translated back to the Manhattan Active Omni format where the jurisdiction-level tax details are saved against the order and order line(s).
When an order is shipped in Manhattan Active Omni, an invoice tax call is generated for the order in, so the appropriate amount of the provided payment tender can be settled against. This invoice tax call is translated to the OneSource required format with the expected data for OneSource to provide the invoice tax calculation. The OneSource response is translated back to the Manhattan Active Omni format where the jurisdiction-level tax details are saved against the order and order line(s).
When an order is refunded in Manhattan Active Omni, an invoice tax call is generated for the order in so the appropriate amount of the provided payment tender can be settled against. This invoice tax call is translated to the OneSource required format with the expected data for OneSource to provide the invoice tax calculation. The OneSource response is translated back to the Manhattan Active Omni format where the jurisdiction-level tax details are saved against the order and order line(s).
Taxware is a continuous and connected platform for tax determination, e-invoicing compliance, and tax reporting to governments around the world. All these services are offered as part of a single cloud-based platform.
This feature adds integration with Taxware to facilitate Manhattan Active Omni to calculate Quotation, Invoice, and Return taxes.
When an order is created or modified using Manhattan Active Omni’s Customer Service or Point of Sale Solutions, a quotation tax call is generated instead of the order so the appropriate authorized amount of a payment tender can be secured. This quotation tax call is translated into the format required by Taxware and comprises all the details that Taxware needs to calculate the quotation tax amount. The Taxware response is then translated back to the Manhattan Active Omni format, and the tax details are saved against the order and the respective order line(s).
When an order is shipped in Manhattan Active Omni, an invoice tax call is generated to calculate the tax at the time of shipment so that the appropriate amount can be settled against the provided payment tender. This invoice tax call is translated to the format required by Taxware and comprises all the details needed by Taxware to perform the invoice tax calculation. The Taxware response is then translated back to the Manhattan Active Omni format, and the tax details are saved against the order and the corresponding order line(s).
When an order is returned in Manhattan Active Omni, a return invoice tax call is generated against the order so that the appropriate amount can be refunded to the customer. This return invoice tax call is translated into the format mandated by Taxware and contains all the details that Taxware needs to calculate the return invoice tax amount. The response is then translated back to the Manhattan Active Omni format, and the tax details are saved against the order and the respective order line(s).
Avalara is an industry-leading tax solution that integrates seamlessly with host systems to handle all tax calculation needs for eCommerce.
Manhattan Active Omni is not integrated with Avalara out of the box. This integration enables communication with Avalara by altering the base functionality in the following ways:
When an order is created in Manhattan Active Omni’s Customer Service or Point of Sale applications, a quotation tax call is generated for the order so the appropriate authorized amount of a payment tender can be secured. When an order is shipped in Manhattan Active Omni, an invoice tax call is generated for the order so the appropriate amount of the provided payment tender can be settled against. When an order is returned in Manhattan Active Omni, an invoice tax call is generated for the order so the appropriate amount of the provided payment tender can be refunded against.
The tax calls are translated to the Avalara required format with the expected data for Avalara to provide the appropriate tax calculation. The Avalara response is translated back to the Manhattan Active Omni format where the jurisdiction-level tax details are saved against the order and order line(s).
Avalara Tax Rate Download is used to support tax calculation in POS Offline mode. A scheduler is created in Manhattan Active Omni to trigger the Avalara Tax Rate Download API on a configurable schedule. MAO sends the list of store locations to Avalara and Avalara returns the applicable tax rates for all valid Store/Product Class combinations.