Sage 100

Client on 2013.4 just started using Avatax and wants to have the tax schedules updated for their California customers, including Ship-to locations, and they have tax exemptions numbers. I've been running into issues testing an import job into customer maintenance. The tax schedule field passes with the message CA SAC WARNING! ""CA SAC"" is not numeric. Also, the exemption number fails with the message ""Invalid Tax Exempt No cannot be set, AR Options Sales Tax Reporting is set to yes."" I'm thinking I can use Global Field Change except for the Ship-to's, however, I would need to figure out how to get the exemption number into each tax code in the Avatax tax schedule for each ship-to record. Has anyone been through this drill and have a recommended procedure?

I don't think the Exemption number is stored in the Customer file any more. It's stored in that cust/shipto/exemption file. They just never got rid of the field in AR_Customer.

AR_CustomerShipToTaxExemptions

Are you not using the Avatax Connect Tax Schedule Update Utility (LM\Setup menu)? It updates the ship-to's and retains the exemption numbers.

Thanks @ThereseLogeais , I had forgotten that it does ship-to's. The problem is, however, that you can't select by state, only by country and/or range or customers. They have over 1100 customers & 2100 ship-to's that need changing. I also learned that they do NOT have tax exemptions stored for these customers, so it looks like I've dodged a bullet and can use VI jobs. I wonder if it is unusual to only change the tax schedule of particular states.

Yep - have done recently and am getting ready to do again. Have to delete the AR_CustomerShipToTaxExemptions and reload all again and correct the ones for that particular state. I have used a combination of access and excel to do this.

Wow @JohnnyPabian . Import into a clean file and make corrections to what you import? Can you explain?