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Confirm a Business Central credit memo reversed tax in AvaTax
For finance teams who want to know whether a posted Business Central credit memo has a matching return in Avalara AvaTax, just by asking.
On this page
Connector
Connect Avalara AvaTax, pick your AI tool and paste the prompt.
The problem
Credit memos that never reversed the tax
A credit memo is posted in Business Central, but nobody confirms the sale was reversed in Avalara AvaTax. The tax stays overstated until someone notices at filing.
Without PopdockAI
- Open the credit memo in Business Central
- Search AvaTax for a matching return
- Find the original sale and compare amounts
- Notice the overstated tax at filing
With PopdockAI
- The credit memo is read, and cancelled ones are skipped
- AvaTax is checked for a matching return and the original sale
- Amounts are compared as absolute values
- A missing return is told apart from a missing sale
The prompt
Use this prompt
Copy it into any AI tool connected to PopdockAI. Swap the values in braces for your own.
**Objective:** Check that Business Central posted sales credit memo `{credit-memo-number}` is reflected as a return or refund transaction in Avalara AvaTax.
**Step 1: Read the credit memo in Business Central**
Call `business-central-get-posted-sales-credit-memo` with `credit-memo-number` set to `{credit-memo-number}`. If nothing is returned, say so and stop. Keep `sell-to-customer-number`, `posting-date`, `total-amount`, `total-amount-including-tax`, `applies-to-document-number` and `cancelled`. Credit memo tax is `total-amount-including-tax` minus `total-amount`.
**Step 2: Find the return in Avalara AvaTax**
Call `avalara-avatax-get-transaction` with `code` set to `{credit-memo-number}`. If nothing is returned and `applies-to-document-number` is not empty, call it with `code` set to that invoice number to see whether the original sale exists. If still nothing, retry with `customer-code` set to the Business Central `sell-to-customer-number`, `date.from` and `date.to` set to `posting-date`.
**Step 3: Report**
State whether a return transaction exists, its `code`, `document-type`, `status`, `total-amount` and `total-tax`, and compare them with the credit memo (signs may be opposite; compare absolute values). Say whether the original invoice is present in AvaTax.
**Rules & Guidelines:**
* Tools whose names start with avalara-avatax- are on the avalara-avatax MCP server; tools whose names start with business-central- are on the business-central MCP server. Both servers must be connected.
* This prompt is read-only. Never call any create, update, delete, add, void, commit, adjust, refund or other action tool on either server.
* Report what the two systems show. Do not present results as tax advice or as a filed return.
**Validation:**
* If the credit memo is `cancelled`, report that and do not expect an AvaTax return.
* If no return exists but the original sale does, report that the sale was not reversed in AvaTax.
* If nothing is found at all, report the credit memo as absent from AvaTax.Who it's for
One answer, three teams that use it
Tax accountants
Confirm refunds reduced the tax
Check that a credit memo has a matching AvaTax return, so filed tax is not overstated.
Is there an AvaTax return for Business Central credit memo CM-1077?
Accounts receivable specialists
Close the loop on customer credits
Know whether the credit you issued was carried through to the tax engine.
Check credit memo CM-1102 for Contoso against Avalara AvaTax.
Controllers
Review credits before a filing
Spot missing returns and missing original sales separately, so you know what to fix.
Reconcile Business Central credit memo CM-1089 with AvaTax and tell me if the original sale is there.
How it works
What PopdockAI does when you ask
You name a posted credit memo and your AI assistant checks AvaTax for the matching return. Nothing is changed in either system.
01
Ask
You name the posted credit memo.
02
Read
It reads the credit memo and skips it if cancelled.
03
Match
It looks for a matching AvaTax return and the original sale.
04
Report
You get the result, with a missing return told apart from a missing sale.
What PopdockAI provides
The tools behind the answer
Ready made tools for Avalara AvaTax and one secure connection to your AI tool. No code, no exports.
avalara-avatax-get-transaction
This report is built from Get data tools only. PopdockAI applies the row, field and parameter rules your admin sets, and every query is written to the audit trail.
The outcome
Credit memos matched to returns before filing
Related use cases
More ways to put this data to work
One prompt template with infinite possibilities.
Your AI assistant adapts its approach, tone, and capabilities to match each unique context while you maintain a single, manageable workflow.
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