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  • 1.  Invoices Not Uploading to Avatax

    Posted Jan 27, 2020 07:42 PM
    We use Avalara for Sales Tax processing and it is linked into our Nav 2018. It is supposed to automatically send the invoices up to Avatax when they are created, but we have found that there are several that are not being sent up. Some of which we owed tax on and some that were tax exempt. They also don't have the same payment method every time, but we have confirmed that they are all marked to go up to Avatax.

    Any suggestions to why they may not all be going up?

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    Nora Gowin
    Science Interactive Group
    Yulee FL
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  • 2.  RE: Invoices Not Uploading to Avatax

    Posted Jan 28, 2020 07:50 AM

    Hi Nora,
    I'm wondering if you're having the same issue we are.   When you say "Not being sent up", are you saying the Order remains in your report and the status is "uncommitted" or is the invoice going up to Avatax, but the status is "Posted" (IE: When you run your sales tax reports, the invoice does not show up, even though its in the dashboard view)?

    We are having the issue where the invoice goes up to Avatax, but the status changes to "Posted" instead of "Committed".  We are committing the documents manually, but we have not found the cause or solution to the problem.



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    David Chiu
    Acoustic Ceiling Products
    WI
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  • 3.  RE: Invoices Not Uploading to Avatax

    Posted Jan 28, 2020 08:42 AM

    Good Morning David,

     

    So far the order went up as a Sales Order under Uncommitted, but once we invoice it is not showing up as the invoice as Committed or locked if it has already been sent to the states. We invoice in batches so we looked to see if the whole batch was missing, but that did not seem to be the case as some were there and some were not.

     

    Thank you,

     

    Nora Gowin | Accounting Manager

    86475 Gene Lasserre Blvd. Yulee, FL 32097

    (904) 225-5558 ext. 213

    ngowin@scienceinteractive.com

    S.I.G brands include eScience LabsHands-On LabsScience FirstYour Science HubWildco, & StarLab

     






  • 4.  RE: Invoices Not Uploading to Avatax

    Posted 7 days ago
    Our issue is ORDERS are not generated on the Avalara side when posted much less when you run Statistics. We found that when a user runs print preview before posting the order, we've had measured success in it completing the creation of the uncommitted record on the AT portal side. The second issue is uncommitted ORDERS are not reconciling to INVOICES on the Avalara side when the invoices are being generated from the orders in NAV/BC. It seems the service module is kludgy and neither Avalara nor our Vendor for the service module know what's causing it.

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    Michael Barnes
    IT Manager, Enterprise Systems
    Kenco Group, Inc
    Chattanooga TN
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  • 5.  RE: Invoices Not Uploading to Avatax

    Posted Jan 28, 2020 09:54 AM
    Have you tried contacting Avalara to help test/resolve the issue?  Their support personnel are generally pretty good at troubleshooting what may be preventing transactions from registering.
    On the NAV side, the only other thing I can think of is if there is something on the Customer card (or if this is a new ship-to) that is marked to send this information to Avalara.
    Hope this helps,

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    Don Wademan
    Garner Industries
    Lincoln NE
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  • 6.  RE: Invoices Not Uploading to Avatax

    Posted Jan 28, 2020 10:05 AM

    I have had 3 cases with them. The first one they said was our fault, but could not say why or from what. The second one they closed without looking into it. The third one is currently open and they have begun to notice the invoices not going up. Such as they knew 3 did not go up from 01/17 and requested those invoices.

     

    We have proven that in almost every case that the order went up as uncommitted it was just once we fulfilled the order and made it an invoice that it was not always going up.

     

    Thank you.

     






  • 7.  RE: Invoices Not Uploading to Avatax

    Posted 7 days ago
    We have not experienced the same good experiences with support regardless of NAV (or previously on GP). It seems if you do basic invoicing of sales docs, you are fine. If you also partner with other vendors however for enhancements to accommodate service or rental invoicing things are murky. Neither vendor wants to own, nor attempt to understand the interactions with each other.

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    Michael Barnes
    IT Manager, Enterprise Systems
    Kenco Group, Inc
    Chattanooga TN
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