CCH SureTax for Dynamics 365 Finance & Operations and Commerce

CCH SureTax for Microsoft Dynamics 365 Finance & Operations and Commerce are integrations that will accurately calculate sales tax. CCH SureAddress integration validates your addresses so that tax can be calculated more accurately.

CCH SureTax User Guide

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CCH SureAddress User Guide

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CCH SureTax for Commerce User Guide

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CCH SureAddress for Commerce User Guide

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Release Notes

3/24/2025 - v10.0.43 Major Release

  • Support for Dynamics 365 for Finance and Operations 10.0.43.

12/23/2024 - v10.0.42 First Release

  • Support for Dynamics 365 for Finance and Operations 10.0.42.
  • Added a cache solution to reduce the number of quote calls to SureTax for Sales Orders.
  • Added the JurisCode field to the tax details page.
  • SureTax settings can now be copied from Sales Quote to Sales Order Configuration.

10/22/2024 - v10.0.41 Patch Release 2

  • Support for Dynamics 365 for Finance and Operations 10.0.41.
  • Added the ability to configure the number of decimal places displayed on POS receipts.
  • Resolved an issue where line miscellaneous charges were not included when posting project invoice proposals with item lines tied to sales order lines.

10/8/2024 - v10.0.41 Patch Release

  • Support for Dynamics 365 for Finance and Operations 10.0.41.
  • Resolved an error that occurred after clicking the update match status button in the pending vendor invoice form.
  • Data Exchange: sending the job sub-type value was not being passed to SureTax in one of the parameters for retention invoices, causing taxes not to calculate.
  • Added the ability to select the number of records to delete from the SureTax Address Mappings Table.
  • Added the exemption reason field to Commerce.

09/25/2024 - v10.0.41 Release

  • Support for Dynamics 365 for Finance and Operations 10.0.41.
  • SureAddress:
    • Removed the score field when address is validated, as it is no longer necessary to validate new address.
    • An error was displaying when the SureAddress extension was set to disabled.
    • Resolved an issue where the address validation call was made twice.
  • Fixed error message seen when an Invoice Order was changed to a Purchase Order.
  • Added additional columns to all data entities.
  • Added the ability to use the ItemGroup as SureTax TransTypeCode for purchase orders and vendor invoices.
  • Added additional fields to the vendor data entity.
  • Changed the populate address type label to Import Address Types Description
  • Addressed an issue with calculation for return order with negative quantity and 100% discount.
  • Renamed ProjCategory to ProjOnAccTrans.SureTaxExt to fix the error when upgrading to 10.0.41.
  • Resolved an issue where header charges were not being added to Sales Orders (SO) and Sales Quotations (SQ).
  • The Credit Notes slider has been updated to when set to YES it will disable the Credit SureTax Settings.
  • Resolved issue for when posting an invoice journal containing both sales tax and use tax lines, the system displays an error and prevents posting.
  • Header charges can now be added to both sales orders and sales quotations.
  • When creating a return error from a prior month, it is now sending the correct date.

08/28/2024 - v10.0.40 Patch Release 3.0

  • Support for Dynamics 365 for Finance and Operations 10.0.40.
  • Updated the process for transferring settings from Commerce to Finance (HQ) for customer orders before and after posting.
  • Resolved an issue where the invoice number was not retained on the first line when an item was canceled, and a new line was added.
  • The issue where jobs were failing for customers with multiple exemption codes has been resolved.
  • When a customer returns an item purchased from Store 1 at Store 2 and buys a new item in the same transaction, the plugin was attributing both the returned item and the new item to Store 1’s address.
  • Resolved where updates to the Exemption Code were not being saved correctly. Now, changes to the Exemption Code will persist after saving and navigating back to the customer details page.

07/11/2024 - v10.0.40 Patch Release 2.0

  • Support for Dynamics 365 for Finance and Operations 10.0.40.
  • When modifying a commerce sales order, it now uses the corresponding address.
  • When a transaction was created in Commerce and after modified in HQ by adding a new line, the transaction ID (invoice number)was not inherited from the original commerce transaction. In this release, the original transaction ID will be utilized when a transaction is modified in HQ.

06/28/2024 - v10.0.40 Patch Release

  • Support for Dynamics 365 for Finance and Operations 10.0.40.
  • Enabled Row Version for Data Export for Base SureTax Tables.

06/07/2024 - v10.0.40 First Release

  • Support for Dynamics 365 for Finance and Operations 10.0.40.
  • Added Item group as a drop-down option for SKU Field to send the Item group as transaction type code to SureTax, the changes have been made for both Commerce SDK and Headquarter. Item Group SKU field has been added to CCH SureTax Sales Setup form as well.
  • Added the ability to enable or disable automatic SureAddress validation in Commerce.
  • Added the ability to batch update invoice journal vouchers with CCH SureTax Settings.
  • Added a configuration to enable or disable the ability to cancel duplicate transactions before the final posting.
  • Fixed Validation Errors for the Product Mapping Data API method.
  • Enabled CCH SureTax settings when new negative lines are added to sales orders, and when the Update CCH SureTax Settings for Credit Notes in CCH SureTax Sales Setup form is set to false.
  • Added the ability to use the original transaction date for Commerce customer return orders.
  • Added the ability accurately calculate tax when an item is canceled or exchanged for a Commerce order.
  • Resolved store transaction validation errors when voiding lines in Commerce.
  • Ensured the correct Trans Type Code is sent for charges code from Commerce.
  • Updated the HTTP header with the standard ERP information.

03/20/2024 - v10.0.39 First Release

  • Support for Dynamics 365 for Finance and Operations 10.0.39
  • When creating an invoice proposal from a project contract containing multiple projects, users experienced duplicate lines appearing on the SureTax detail form for retainage. This has been fixed and multiple lines are no longer created.

02/28/2024 - v10.0.38 GA Patch Release 2

  • The tax for the Totals Function on the sales order is now updating successfully.
  • Added ERP tracking information to the header.
  • Added the Delivery Indicator that displays R for residential, B for Business, and U for Unknown.
  • Added functionality to delete invalid records from the SureTaxAddrMappings table.
  • A message will be displayed when there is a use and sales tax option combination on a multiline invoice journal with the same voucher and invoice number or vendor invoice, and the posting will be rolled back.
  • Removed caching when there is a partial invoice so that the tax amount is not duplicated.

02/07/2024 - v10.0.38 GA Patch Release

  • Support for Dynamics 365 for Finance and Operations 10.0.38
  • The header charge in the credit memo will now correctly reflect the original sales order date instead of the credit memo date.
  • Disabled the SureTax settings as Microsoft disables the confirmed Purchase Order when the change management feature is enabled.
  • Resolved the intermittent failures on the Vendor Invoice - Update Match Status Process.

01/23/2024 - v10.0.38 GA Release

  • Support for Dynamics 365 for Finance and Operations 10.0.38
  • Adjusted the visibility of the Sales Quotation and Free Text Invoice forms for customers who do not have the SureTax Sales Setup plugin installed.
  • Addressed posting issues by removing caching from the Invoice Proposal form.

12/20/2023 - v10.0.38 First Release

  • Support for Dynamics 365 for Finance and Operations 10.0.38
  • The header level address is now configurable and provides the ability to enable or disable the option to send the header address to SureTax.
  • Previously, users were able to proceed until posting even in the presence of errors from SureTax. This has been rectified and users cannot post when there are errors.
  • The invoice proposal in the project for retention was calculating tax on full amount instead of amount minus retainage.
  • Made the Credit note CCH settings slider in the Sales setup form accessible to Power and Basic Users.
  • For customers using the client tracking field to obtain the ERP information – the format has been changed to a standardized format.

11/01/2023 - v10.0.37 GA Release

  • Support for Dynamics 365 for Finance and Operations 10.0.37.
  • When creating a credit memo the original transaction date was not retained.

10/17/2023 - v10.0.37 First Release

  • Support for Dynamics 365 for Finance and Operations 10.0.37.
  • Added the address types (Company, Rural, General) to the areas where addresses are displayed after validation in SureAddress and in the Manage Addresses areas.
  • In the previous version, Invoice Proposals with retention were not posted and instead, an error was occurring.

09/18/2023 - v10.0.36 Major First Release

  • In the invoice proposal list page, the invoice amount was not changed after the tax calculation. This has been resolved and now the invoice amount displays the updated tax calculation.
  • Now, there is flexibility to enable or disable the ability to update SureTax settings for Credit Notes (memos), providing more control over tax configurations.
  • In response to user feedback, we've introduced two new user-defined fields in the Data Exchange module. These fields allow to conveniently track and transmit financial dimensions to SureTax, enhancing financial data management.
  • Resolved an issue where tax amounts were doubling and incorrectly posted to the General Ledger when a statement was posted, and a sales order was invoiced in Commerce. This issue has been fixed to ensure accurate tax calculations and GL postings.

07/19/2023 - v10.0.35 GA

  • When sales orders are created from sales quotations with the header miscellaneous charge it was taking the original line’s invoice date instead of taking the sales order transaction date.
  • The CCH SureTax action menu was not displaying on the list page of transaction forms for Power and Basic users.

07/10/2023 - v10.0.35 First Release

  • Support for Dynamics 365 for Finance and Operations 10.0.35.
  • Redesigned the ability to update multiple lines simultaneously with SureTax Tax settings on sales orders or project invoice proposals.
  • The SureTax details links were missing from the temporary tax windows when a project invoice proposal contains a sales order item.
  • Changes to the line level SureTax settings were reverted to the default values when the Vendor Invoice form (created from the purchase order) was closed and then reopened.
  • New Code Signing Certificates/Licenses have been implemented starting with v10.0.35.
  • When a transaction was suspended on the online store - Commerce SDK 10.0.35, it was mistakenly processed as finalized in SureTax.

06/21/2023 - v10.0.34 GA

  • Support for Dynamics 365 for Finance and Operations 10.0.34.
  • Added the ability for the power user role to delete call logs and update open orders with SureTax settings.
  • Previously, there was an issue where suspending a transaction in D365 Commerce did not automatically suspend it on the CCH SureTax platform. In this release, we will synchronize updates on both Commerce and SureTax.
  • Previously, when adjusting the price using the price override functionality, the tax amount would double in headquarters.
  • Added the ability to filter tax categories for custom tax type codes.

06/12/2023 - v10.0.34

  • Added the ability to update multiple lines simultaneously with SureTax Tax settings on sales orders or project invoice proposals.
  • Added the ability to send sub project addresses to SureTax where there are projects that have different addresses.
  • The SureTax details links was missing from the temporary tax windows when a project invoice proposal contains a sales order item.

05/12/2023 - v10.0.33 Update

  • When creating a purchase order from a purchase requisition and the SureTax enable is set to No it will no longer calculate taxes.
  • Added the ability to send multiples tax lines to SureTax from the Accounts Payable Invoice Journal to calculate taxes, previously only single line orders were calculating taxes.

04/14/2023 - v10.0.33

  • Support for Dynamics 365 for Finance and Operations 10.0.33.
  • Added the ability to calculate tax in the temporary sales tax transactions screen for customers who need to calculate customized quotes.
  • For customers installing v10.0.33 and beyond it is required to change the SureAddress URL from: "https://<hostname>/V02/sureaddress.asmx" to: "https://<hostname>/sureaddress.asmx".

03/17/2023 - v10.0.32

  • Support for Dynamics 365 for Finance and Operations 10.0.32.
  • When adding customer exemptions, the Start Effective Date and End Date are now required to be entered so that it saves successfully. Additionally, the entered dates are now saved accurately, whereas previously the system was saving the dates as the previous date instead.
  • Added the ability to select various ledger/offset dimensions and SKU values in the Invoice Journal, Invoice Register, Vendor Approval Journal, and General Journal.
  • Ability to Select Various Address types in the Invoice Journal using the Financial Dimensions options.
  • Added the ability to bill multiple projects on the same project invoice proposal with different financial dimensions to invoice based on the financial dimensions.
  • The CCH SureTax tab now appears on the Invoice Register and Invoice Approval Journal Modules for users with the Power Permissions role.
  • The CCH SureTax tab now appears on the Project Invoice Proposal form when the new feature “Project Invoice Proposal/Invoice Journal” form is enabled.
  • For the USA when the zip code value is nine full characters, it is separated into zip + 4 before it is sent to SureTax.
  • The size of the county field has been changed from 10 to 30 characters to successfully validate addresses.
  • Changes to the line level SureTax settings were reverted to the default values when the Vendor Invoice form was closed and then reopened.
  • Due to a recent change in the posting logic by Microsoft, it is necessary to leave the tax document posting mode as synchronous (which is the default option) in the tax setup parameter form, to post to SureTax successfully.

01/12/2023 - v10.0.31

  • Support for Dynamics 365 for Finance and Operations 10.0.31.
  • Changed the label on all set-up forms for the field Regulatory type code to Regulatory Code/Provider Type to match the naming convention on the SureTax platform.

12/7/2022 - v10.0.30 Update

  • Added the ability for the line items to update when SureTax Header is changed in the sales quotations and sales orders forms.
  • Added the ability to select the regulatory code from sales modules.
  • Added missing county data to the plugin table so that it is not added manually when validating addresses.

10/31/2022 - v10.0.30 GA Release

  • The description reason will no longer duplicate when importing exemptions.

10/18/2022 - v10.0.30 First Release

  • Support for Dynamics 365 for Finance and Operations 10.0.30.
  • In the Sales Tax Transaction screen, a note was added to alert the customers of the sales tax code direction(tax type).
  • Added an option on the Sales and Purchase Setup screens to select which date to use for the Compliance Date

9/20/2022 - v10.0.29 GA Release

  • Support for Dynamics 365 for Finance and Operations 10.0.29.

9/14/2022 - v10.0.29 First Release

  • Support for Dynamics 365 for Finance and Operations 10.0.29.
  • Added the ability to set the project retainage default to full amount or to full amount less retainage.

8/17/2022 - v10.0.28 – Release Update

  • Added the ability to purge call logs from the CCH SureTax area.
  • The ship from address can now be selected from the Project Invoice Journal Proposal lines.
  • Added the SureTax Setup Screen to the Sales Order, Project Invoice Proposal, and FTI lists.
  • Added the sales order and invoice proposal transaction tables to the data exchange module options.

7/22/2022 - v10.0.28 GA Release

  • Added the ability to send the invoice account to SureTax from Project Contract.
  • The batch process will not hang when processing Free Text Invoices without customer addresses

7/15/2022 - v10.0.28 First Release

  • Support for Dynamics 365 for Finance and Operations 10.0.28.
  • Added indexes to SureTax table to improve performance.
  • When a vendor invoice is created from a purchase order it is now displaying the Financial Dimensions.

6/21/2022 - v10.0.27 GA Release

  • Support for Dynamics 365 for Finance and Operations 10.0.27.

6/13/2022 - v10.0.27 First Release

  • Support for Dynamics 365 for Finance and Operations 10.0.27.
  • Added the ability to set the customer exemption as a SKU value.
  • Added the D365 Project Retainage field to the Project Data Entity module.
  • Added the ability to set a text value in the Data Exchange functionality.

4/26/2022 - v10.0.26 GA Release

  • Support for Dynamics 365 for Finance and Operations 10.0.26.
  • Added security settings to the CCH SureTax Customer Exemptions in the customer card.
  • The SureTax setting mismatch error has been resolved for transactions in Tax adjustment that have two or more lines.

3/24/2022 - v10.0.25 GA Release

  • When running the Customer Aging Snapshot Process taxes are not calculated for already posted invoices.
  • Tax exemption reason code (s) now flows from the sales order into the invoice proposal lines.

3/11/2022 - v10.0.25

  • Support for Dynamics 365 for Finance and Operations 10.0.25.
  • Error when validating Canadian addresses has been corrected.
  • Opening a project in an entity where the SureTax plug-in is disabled no longer creates an error.
  • Negative amounts on an invoice proposal credit note are now sent as negative to SureTax.
  • Added event to allow customers to intercept tax amount before the SureTax plug-in writes the tax amount to D365.
  • Updated error handling so when an error comes from the SureTax wrapper DLL, it can be caught from inside the D365 plug-in.
  • Added tax category as a filter for custom tax codes.

2/14/2022 - v10.0.24 - Release Update

  • SureTax settings are now copied from the Purchase Order miscellaneous charges to the Vendor Invoice miscellaneous charges.
  • Negative tax amounts for Retention Credit Note will now properly display as a negative number.
  • Retention Invoice Proposal tax is now calculating in the temp tax window
  • Exemption Reason Code is now defaulting from Sales Setup to the Invoice Proposal.
  • Clicking on the Sales Tax Button is no longer necessary to record tax in the ERP when posting a journal.
  • The tool tip for SureTax drop down fields will now display the complete value of the column.
  • Posting Invoice Proposals requires addresses with valid zip codes.

1/18/2022 - v10.0.24

  • Support for Dynamics 365 for Finance and Operations 10.0.24.
  • Added functionality to include the invoice number in the error messages that are displayed by the SureTax plug-in.
  • Known Issue Resolved:
    • Microsoft has provided a fix for the error "This operation is not supported offline" when paying for a customer order when MPOS is in offline mode.

12/6/2021 - v10.0.23

  • Support for Dynamics 365 for Finance and Operations 10.0.23.
  • Added functionality so that the users can add, edit, and delete SureTax exemptions on the customer card in Finance and Operations.
  • Added the ability to select multiple exemption codes everywhere you can set an exemption code in Finance and Operations.
  • Added Enable flag for the journal transactions on the vendor page in Finance and Operations. When the flag is set to enable it will allow the journal type to flow to the journal line when the vendor is used on the journal.
  • On an invoice proposal, when changing an address on the SureTax settings for a selected line, the address will only be changed on the line selected.
  • When changing the tax exemption reason code at the header or line level of a form, the line or line miscellaneous charge will now be updated with the newly selected value.
  • Known Issue:
    • Paying for a customer order when MPOS is in offline mode throws an error "This operation is not supported offline". This is a known Microsoft issue. It is filed under 613932: "While creating an async customer order in MPOS offline it is giving an error: 'This operation is not supported in offline mode'."

v10.0.22

  • Support for Dynamics 365 for Finance and Operations 10.0.22.
  • In MPOS, when a 3rd party customization modifies the SalesTransaction record, it will not cause an error in our plug-in
  • The invoice amount on the invoice proposal is now including tax.
  • Known Issue:
    • Paying for a customer order when MPOS is in offline mode throws an error "This operation is not supported offline". This is a known Microsoft issue. It is filed under 613932: "While creating an async customer order in MPOS offline it is giving an error: 'This operation is not supported in offline mode'."

v10.0.21

  • Support for Dynamics 365 for Finance and Operations 10.0.21.
  • Known Issues:
    • Paying for a customer order when MPOS is in offline mode throws an error “This operation is not supported offline”. This is a known Microsoft issue. It is filed under 613932: “While creating an async customer order in MPOS offline it is giving an error: ‘This operation is not supported in offline mode’.”

v10.0.20

  • Support for Dynamics 365 for Finance and Operations version 10.0.20
  • When validating an address in the SureAddress plug-in, standard address fields are no longer getting removed.
  • Tax exemption reason is now a SureTax field in the plug-in. Please refer to the user guide for more information (various chapters).
    • Tax exemption reason data entity has also been added.
  • Sales configuration form now allows the user to select the ship to address and SKU table/SKU column for the various transactions. This is same functionality that is currently on the Purchase setup and Journal Setup form (Chapter 2).

v10.0.19

  • Support for Dynamics 365 for Finance and Operations version 10.0.19.
  • Added the ability to log all calls made from D365 to SureTax. To enable logging, check the Enable Logging parameter on the CCH SureTax Basic Setup Form.
  • Multiple finalized transactions were appearing in SureTax for the same transaction. This only occurred when transactions were posted in a batch and in a large quantity.
  • When posting a transaction, it was throwing an error when the SureTax plug-in is set to disabled for the module.
  • Removed the address score parameter in the SureAddress plug-in.
  • Added data exchange support for the retail module.

v10.0.16

  • Support for Dynamics 365 for Finance and Operations version 10.0.16.
  • Data exchange has been added with LocationCode for all supported forms and all supported line types. This will allow user to send LocationCode in the SureTax request based on data exchange form configuration.
  • Added code to stop Accounts Payable SalesTax option lines to be posted in SureTax
  • Added code to send rule override as 3 to SureTax for the Tax Adjustment line.

v10.0.15

  • Support for Dynamics 365 for Finance and Operations version 10.0.15
  • Fields from the ProjTable can now be used with Data Exchange for invoice proposals.
  • Fixed issue where the wrong transaction date was sent to SureTax for the lines on a return invoice proposal.
  • Added support for item requirements on the invoice proposals.
  • Updated the “Allow Posting with General Merchandise Setting” functionality on the general journal to mimic its behavior on the invoice journal.
  • Added tax option to the vendor option. The value on the vendor will get copied to the transactions for the vendor.

v10.0.14

  • Support for Dynamics 365 for Finance and Operations version 10.0.14
  • Invoice proposal credit notes now send the original invoice proposal date to SureTax.

v10.0.13

  • Support for Dynamics 365 for Finance and Operations version 10.0.13.
  • Changed to use the new SureTax API method to get the offline rates for MPOS.

v10.0.12

  • Support for Dynamics 365 for Operations version 10.0.12.
  • The value for rule override is now defaulted to ‘0’ for sales transactions.
  • Added warning message when a user changes the SureTax retention setting on the project form.
  • Changed the response type to ‘12C2’ from ‘C2’ so that if tax calculation for one line fails, the whole transaction fails in the ERP.
  • Added functionality so that when the tax is manually adjusted on AP transactions in D365, SureTax is adjusted so that D365 and SureTax match.
  • Purchase Order Enable SureTax Setting is now being initialized from “CCH SureTax Purchase Setup -> Default Enable -> Purchase Order” when purchase requisition is being converted to purchase order.
  • Vendor Invoice, Invoice Journal and General Journal will error out when sales tax code is adjusted when CCH calculation mode is UseTax

v10.0.11

  • Support for Dynamics 365 for Operations version 10.0.11.

v10.0.10

  • Support for Dynamics 365 for Operations version 10.0.10.
  • Project level retainage mode functionality has been added. Please see “Chapter 4 – Section, Setting CCH SureTax Options for a Project” in the user guide for more information about this feature.

v10.0.9

  • Support for Dynamics 365 for Operations version 10.0.9.

v10.0.8

  • Support for Dynamics 365 for Operations version 10.0.8.
  • Modern point of sales plug-in now splits the fee amounts on the totals grid and the receipt.
  • Geocodes are no longer shown on addresses anywhere in D365.
  • Support for stock D365 tax adjustment functionality has been added for the vendor invoice.

v10.0.7

  • Support for Dynamics 365 for Operations version 10.0.7.
  • Modern point of sales plug-in now fills in the Tax % for the line and receipt.
  • Geocode is no longer set automatically on the address by the SureAddress module.
  • On Free Text Invoices, the line level ship-to address now defaults to the header level delivery address, and not the customer’s invoice address.

v10.0.6

  • Support for Dynamics 365 for Operations version 10.0.6.

v10.0.5

  • Support for Dynamics 365 for Operations version 10.0.5.

v10.0.4

  • Support for Dynamics 365 for Operations version 10.0.4.
  • Moved the SureTax Enable settings from the SureTax Basic Setup form to the individual module setup forms
  • Improved performance on the lookup of our configuration/parameter tables

v10.0.3

  • Support for Dynamics 365 for Operations version 10.0.3.
  • Added support for the Retail Only license
  • Added the ability for the user to select which date to send to SureTax as the compliance date
  • Updated the SureTax model versions to match the D365 version. (i.e. 10.0.4.20190805)

v10.0.2

  • Support for Dynamics 365 for Operations version 10.0.2.
  • Fixed issue where SureTax settings were not getting initialized on the sales order when user was assigned to a call center.

v10.0.1

  • Support for Dynamics 365 for Operations version 10.0.1.
  • Fixed issue where the wrong warehouse was used in the Modern Point of Sale tax calculation.

v10.0

  • Disable plug-in at the company level
    • Check boxes have been added to the CCH SureTax Basic Setup form to enable/disable the plug-in modules
      • By default the check boxes are unchecked, meaning the plug-in is disabled by default
  • Financial Dimensions can be used in Data Exchange
    • You can now select a financial dimension to be sent to SureTax for a data exchange field.
    • To do so, set the table to “FinancialDimension” and then in the value select the dimension you want to send.
  • Copy retail store setup from one store to another
    • To do it, go the CCH SureTax Retail Store setup form. Select the store you want to copy values from. Click Actions -> Set copy from store. Select the store(s) you want to copy to. Click Actions -> Copy settings to selected.
  • Retail category can be sent as SKU in MPOS/CPOS
    • On the store, set the “Retail store SKU selection” field to “Retail category”. Push the data down to the retail server. Now when tax is calculated in MPOS/CPOS, the retail category of the item will be sent to SureTax in the TransactionTypeCode field. If that setting is set to “Item ID”, then the item ID will be sent in the TransactionTypeCode field.
    • Offline rates are also now generated for the retail categories if “Retail category” is set for the SKU selection field. These rates will be used if “Retail category” stays selected for the store.
  • Tax situs rule is now visible for all industries.