Here's how the document lifecycle works when sending a Purchase Invoice for tax calculation through ProcureDesk:
Initial Document Status - Uncommitted:
When you send a Purchase Invoice from ProcureDesk to Avalara for tax calculation, the document is initially sent as Uncommitted.
Uncommitted status means the document is not yet finalized from a reporting standpoint.
Invoice Approval Process:
The Purchase Invoice goes through the standard approval process in ProcureDesk.
Automatic Status Update - Committed:
Once the invoice is approved, ProcureDesk automatically communicates with Avalara to update the document's status.
The document status is then changed from Uncommitted to Committed in Avalara.
Committed status indicates that the document is finalized and recorded for reporting purposes.
This lifecycle ensures that tax calculations are accurately reflected in your Avalara account only after the invoice has been fully approved in ProcureDesk.