Overview Customers may encounter an issue where there is a decimal imbalance or discrepancy on the balance sheet resulting in an unbalanced balance sheet where total assets do not match total liabilit...
Overview A Sales Order has been locked by a user. When you try to invoice the Sales Order, you receive the following message: The Current Sales document is already locked by user {username} at {workst...
Overview You are trying to do a credit memo for an invoiced item. When trying to do the credit memo process, it does not show the item as an item that can be returned even though it is on the invoice....
Overview Does manually updating Last Invoiced and Last Received Date on new items adversely affect Everest? Information This is normally achieved through receiving the item or selling the item. If, ho...
Overview You have a Sales Invoice containing several serialized items. One or more items are missing. How do you find these missing items? Information In some cases, the serial numbers may have not be...
Overview When creating new Sale Orders for recurring billing you have customers and an item code all selected for a specific revenue account but for some reason, those documents when converted to Sale...
Overview This article explains how you can change the drop-down selection data for a custom line item column, such as Reason for Return. Information In order to change the drop-down selection data for...
Overview You are using Invoicing > Find Documents > Sales Invoices to determine the subtotal of the items for a sales invoice and also the Commissionable Cost, which is a User-defined Cost. Looking at...
Overview Users are occasionally seeing the same Sales Document show up twice inside the Everest client, and only one is clickable. The issue seems random, and it doesn’t happen very often. Information...
Overview Some of the Everest v6 advanced filters are no longer working in v8 because Everest v8 has a table named WEB_PAYMENTS having columns that conflict with some columns in the Sales Documents fil...