Override P-Code of Customer Address

When you use the Avalara Communications Tax Processor Integration integration, Gotransverse generates a P-Code when you add an address to a billing account or service. The P-Code is associated with a taxing jurisdiction used to calculate taxes. It is recommended to use a P-Code that is the most geographically specific.

Complete the following steps to override a P-Code:

1. Perform an Account Search Module to locate the billing account.

   

   Account Search Results

2. Click the Account Name (not the account number) to open the contact information.

3. Locate the Addresses section. A P-Code is listed with each address.

   

   Account Address with P-Code

4. Click Edit under the Actions column next to the address with the P-code you want to override to open the Edit Address window.

5. On the Edit Address window, select the PCode Override checkbox. The P-Code field is now editable.

   

   Edit Address Window with PCode Override and P-Code field.

6. Enter an updated P-Code in the P-Code field.

7. Click Finish. The new P-Code is saved for the address.