Eklon Eleuterio Bronze Medal

Hi @markbell10 ! Exactly. The new invoice standard will allow only one service item per invoice. But in some instances we have 40 lines in one service invoice. Somehow, we need to consolidate it in one line to generate the XML and issue the invoice within the government. Thanks!

Thank you @Judith Culanding-Oracle ! Appreciate it!

Hi @Judith Culanding-Oracle, Thanks for your comments and clarifications. Actually, I'd like to define this billing and revenue recognition schedule in advance, before activation. I've tried two different scenarios—using two pricing intervals on the same line, and using two separate subscription lines—but both approaches…

Hi @Judith Culanding-Oracle ! I'd like to understand how to create the following scenario: Initial period: Subscription line value: $10,000 Billing and Revenue Recognition: $10,000 monthly After a specific period: Subscription line value changes to: $20,000 Billing and Revenue Recognition should automatically follow this…

Thank you, @Judith Culanding-Oracle !

Hi @Clarisa De Torres-Oracle ! Thank you for your answer! Sure! Case # 6176567 Defect #808782 I haven't tried to use the equal sign as have the value month + year and it would require to create conditions for all of them. With this formula is also impossible to use it on Analytics Pivot. Thank you!

Hi Vernita! You can also check the "Related Records" tab to check if the VendorBill was created via PO. Thanks!

Hi @Judith Culanding-Oracle ! Thanks for your answer! What would be the most straightforward report to visualize the deferred and recognized revenue? Thanks!

Thank you so much for your help!

Hi @Judith Culanding-Oracle ! We do have invoices, but the most impacted record is the Revenue Arrangements. They are the main point because the Revenue recognition is happening on the wrong dates. What do the best practices recommend? Regarding the startDate, can I change the Subscription Line startDate if the lines are…

Still an ongoing issue to date. Thank you!

Ok, Richard! I'll do it and keep you guys updated with the solution. Thank you!

Hi Richard, we already have this log set I have noticed that if we do not enter a memo when creating the payment, the memo is created by User Event for only one line: If we enter any memo, the moment the script creates the memo and would replace the old memo, then the old memo will be put on the credit line and the new one…

Hi @Richard James Uri-Oracle , Yes, this is what I'm trying to achieve. I have this RESTlet and this UserEvent script for payment creation, and the submitFields is coded only on the UE: ` record.submitFields({ type: nRec.type, id: paymentId, values: { 'memo': `${paymentInfo.tranId} ${paymentInfo.customerName}…

This is a good point, Jeremy. It is important to mention that we also have a UserEvent script that also sets a custom Memo field data if(nRec.type == 'customerpayment'){ if(paymentInfo.hasOwnProperty('tranId') && paymentInfo.hasOwnProperty('customerName') && paymentInfo.hasOwnProperty('bankName')){ log.audit('memo', {…

It will help! Thanks a lot!

Hi @Jeremy Guimaras -Oracle , Thank you again for your assistance and help. No worries, I'll try to build it using scripts as you suggested. Thanks a lot!

Hi Jeremy, I really appreciate your support and help! This report I'm trying to build looks standard to me. I only need to know when the installment was paid and the related invoice. Do you know why we don't have access to instalments via SQL or Analytics? We do have the id under objects: Is there any suggestion to build…

Hi @Jeremy Guimaras -Oracle That's right! The issue is related Sure! These are the screenshots while using only invoice and installment data and with only one invoice. Installments: Related records (payments): The results: So far, so good. Then, I'll add the applying transaction date (or any applying transaction data). I…

Hi @Nicole Mendoza-Oracle ! Thanks for your support and attention!

Hi @Angelica Mae Segador-Oracle and @Angela Bayliss Yes, I saw the answer, but in this case we can't change the CoA structure. I'm still trying to find a way to insert the account fields into the VendorBill PDF. Thank you very much!

Hi everyone, I had to manage with logical controllers for these situations. <#if unformattedCNPJ?length >= 2> <#function formatCNPJ unformattedCNPJ> <#return unformattedCNPJ?substring(0,2) + "." + unformattedCNPJ?substring(2,5) + "." + unformattedCNPJ?substring(5,8) + "/" + unformattedCNPJ?substring(8,12) + "-" +…

Thanks @Patrick Fresnosa-Oracle and @Edwards_05 !

Ok. I'll change my query: How to fill up both lines of the GL Impact?

There is a memo field only for the header level, for sure. And this one is filled. My query is about how to fill out the memo transaction line. My image shows a header line (*) and a transaction line with a memo in the blank.

Hi @Angelica and @Angela Bayliss , Sorry for the delay. I'll try to explain what I'm trying to do again in bullet points: 90% of our subsidiaries that we are using create VendorBill using the Expenses sub-tab. In this tab we have the account number + account name: We need this account info to send by email to the…

Hi everyone, I'll try to share more details: I need to use in advanced PDF template for an invoice, these two fields: First, I've tried to create a custom column to get the account from the item: First, I've tried to create custom column to get the account from the item : Only the name "Employee Recruitment" is available.…

Thank you @Nicole Mendoza-Oracle and @Angela Bayliss AvalaraBR answer: "The cancellation process is done by "voiding" the transaction itself and not by using the "journal", which is why this setting needs to be set to "false". Roles that are able to execute Avalara scripts will have their configuration changed by the…

Thank you so much!

Hi @Angela Bayliss ! Yes! I agree with you 100%. And that's not the worst of it: We have to check the "Void Transactions..." flag, but when it's checked, the "Void" button for invoices is not available. So when our finance team uses an Avalara button to void an invoice, the flag is unchecked and then checked again. But…