Dennis Morgan Red Ribbon

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.