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Re: Using items for tax - w/Avalara, Salesforce and integration to NetSuite/ARM
Greg, I agree that moving the invoicing to NetSuite is better long term. Regarding the Avalara Tax Code, I was suggesting to: Have the Avalara configured in NetSuite, too Connect it with a non-Produc…1 -
Re: How could i send an invoice to a different email address from the one in the customer record?
Hi @User_R3C96, What are the criteria for sending out the email? Does it happen once the Sales Order is approved? You can create a workflow with the "Send Email" action to auto-send emails …1 -
Re: How to manually link estimate to sales order
Hi @Jake Pangan, The native linkage of the Sales Order to an Estimate happens via the back-end "Transaction Line ID," which is not exposed. We won't be able to link a standalone SO to …1 -
Re: Saved Search created by filter working different between SB and PD
Ah, that explains it. I didn't realize you were using the "Created By" for filtering. The "Created By" field queries a List/Record for all entities stored on the account and …1 -
Re: Using items for tax - w/Avalara, Salesforce and integration to NetSuite/ARM
No worries - I am glad to help, Greg, Avalara taxes are calculated based on Avalara Tax Codes assigned to Items. For example: Many companies I worked with needed only a few Avalara (e.g., for Service…1