Articles

• How to have taxable and non-taxable items on the same invoice?

  Overview You are starting to charge sales tax to customers in a different jurisdiction, which only taxes certain items. These items may or may not be taxable in other jurisdictions. How to ensure that...

• Setting up a Custom Tax Code for a new Tax Jurisdiction

  Overview This article outlines the steps to create a new tax jurisdiction with specified tax components and tax codes. A typical use case is when a company wants to apply a particular tax code for ord...

• FIPS Code Generation when Creating a Tax Jurisdiction

  Overview This article provides information on how the Starting FIPS and Ending FIPS codes are generated and populated while creating a new tax jurisdiction by following the steps outlined in Setting u...

• Delays While Opening Partially Received Purchase Invoices

  Overview This article addresses the issue when partially received Purchase Invoices are opening very slowly with uncharacteristic delays whereas fully received invoices can be opened without delays.  ...

• Setting a Default Tax Jurisdiction for Credit Orders

  Overview This article provides information on how the default tax jurisdiction is determined for credit orders.   Information The tax Jurisdiction selected under Credit Orders is dependant on the sele...

• Removing sales tax overrides from customer records

  Overview This article outlines how to remove sales tax overrides from multiple customer records through a bulk operation in the database.   Solution Execute the following queries on the database: Back...

• Shipped Orders are not Generating Invoices through a Foxfire Integration

  Overview This article outlines the solution when customers running EFI (Everest Foxfire Integration) for integration between Everest and Foxfire WMS (Warehouse Management System) experience Sales Orde...

• Error 42005 "Unable to save given Data" when converting a Purchase Receipt to a Purchase Invoice

  Overview This article provides the solution when a user cannot convert/save a Purchase Receipt to a Purchase Invoice due to the following error: Error Number: 42005Error Message: 42005: UNABLE TO SAVE...

• Payments not applied correctly to Invoice and Sales order

  Overview This article provides a solution when payments are not getting applied correctly to an Invoice and corresponding Sales order.  When this issue occurs, users will report having transactions sh...

• Unable to close Sales Order

  Overview This article describes the procedure to close a Sales Order that cannot be closed or cancelled due to: The following notification message: You have created drop ship purchase orders for one o...