Dennis Morgan Red Ribbon

Hi @User_S8PAJ, I accomplished something close to what you are describing through a workflow. The first thing I did was identify my customer(s) who fit your parameters. The second step was to create one new sales order form and one new invoice form for these customers. The forms can be the same layout as your current order…

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Hello @User_QTAW4 I have had a lot of success with creating a simple and efficient workflow on credit memos. You could create a custom body field, and name it "status = pending approval" on the credit memo form. You could then create a four-state approval flow such as Start—Pending Approval—-Rejected—-Approved. In each…

Hi @Clarisa De Torres-Oracle I have found over the years that it was best to trigger the "create revenue plans on = billing" versus the sales order - revenue arrangement creation. This way our source and target linking would maintain the linkage on the invoice and show the revenue arrangements, which would then link us…

Hi @Ricard You are correct. Direct posting and ARM recognition items cannot co-exist on the same sales order. The way I was able to get around this situation was to create a rule of Immediate recognition, not direct posting and assign it to the item. Then, you would be able to generate a sales order with both items. What…

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Hi @User_UCSQK, In a real-world scenario, depending on how many users you will have to train, business volume, and the type of business you are in, expect 6 months or more. Training takes time and it is ever evolving. Keep in mind that people learn differently (some hands on, some visual learners) so you should factor that…

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Hi @Ed Doherty you may have checked this already but ensure on the Avalara side of the house that the tax-exempt certificate has been fully vetted and validated on the Avalara platform. Many times, I had to manually validate and re-validate tax certificates on the Avalara platform to resolve the issue you have mentioned.…

Thank you for the tips and information.