Hi, We use Thomson Reuters ONESOURCE tax for calcu...
# administration
n
Hi, We use Thomson Reuters ONESOURCE tax for calculating taxes on sales orders. onesource has a verification address feature, where folks have to accept the validated address. This is a manual process where the user: • Fills out the address • Clicks Save • onesource asks the user if should validate • onesource provides the validated address • the user accepts the validated address • User clicks Save Is there a way the address validation process can be done in an automated way? Slack Conversation
Can someone please respond to this request?
m
Are you asking if the process OneSource created can be changed/updated? Or are you asking if there is a different tool for address validation
n
I am asking if there is a way to automate the manual process of validation. Currently, the user needs to enter the address and click the validation button manually so I want to know if this can be automated.
m
You may be able to use RPA to replicate clicking the button. Also you may be able to use a Client script to trigger their validation script but you would need to investigate more what type of script that is and how it functions to be sure
Also as another option you could remove that piece of the tool with OneSource and use a different validation tool that works closer to your needs. There are a few address validation SuiteApps and bundles out there that may be a lower cost and have better funcationlaity
n
Awesome. Thank you 🙏. Can we trigger the validation button via a scheduled workflow?
m
Maybe, it would require a custom workflow action at the very least...but again you would need to know what type of script OneSource is using and how it gets triggered. However, using a custom WFA in a schedule workflow seems a little unnecessary probably better to just make a scheduled script, but I don't know your entire use case or application so not 100% sure on that
On a very basic level , i think it would be possible, but just not the preferred route to take
n
Got it. Our major concern for now is triggering the validation manually. Someone needs to login to NS and click that validation button and save it once it is complete.