loupa
Member
We billed a customer in Connecticut and vertex is setup with no tax in Connecticut. Invoice to customer had no tax properly. Issued a credit to the customer and tax was credited. Any ideas of any potential setup or software issues?
alch
Active Member
Hello Loupa,
Do you have the same issue with other customers in Connecticut?
I would try to narrow the issue to
a) The product
b) The company
c) The state
Check the customer's GeoCode and TDM. Just couple ideas - you didn't assign a GeoCode to the customer or your TDM record has a time limit, which just expired or you sold your product using a wrong company/division (TDM exceptions are based on a company/division).
In first case you can fix with R730101; in second case you need to use TDM; in third case there is an error/mistyping in the Sales Order application.
Good luck!
Alex
Do you have the same issue with other customers in Connecticut?
I would try to narrow the issue to
a) The product
b) The company
c) The state
Check the customer's GeoCode and TDM. Just couple ideas - you didn't assign a GeoCode to the customer or your TDM record has a time limit, which just expired or you sold your product using a wrong company/division (TDM exceptions are based on a company/division).
In first case you can fix with R730101; in second case you need to use TDM; in third case there is an error/mistyping in the Sales Order application.
Good luck!
Alex
loupa
Member
The invoice and the credit were done on the same day. The invoice has no tax and the credit has tax. The company was the same and division is not being used.
alch
Active Member
Check the product. Try to duplicate the issue. Create everything from scratch.
When you have a problem like that, usually it is something really simple
Alex.
When you have a problem like that, usually it is something really simple
Alex.
