Sage 100

Check the latest DSD AVATAX connector manual here.

I believe DSD / Avalara added Certcapture integration in v2021 of their connector. I'm not certain why it wouldn't be showing in your customer's Sage 100 2021 other than my personal experience is that the connector tends to be updated frequently so perhaps the customer was a few revisions behind the Certcapture functionality being added.

I believe the CertCapture tab was added to Customer Maintenance in Sage 100 to allow users to both upload and download exemption certificates. Prior to this, users had to manually upload exemption certificates to Avalara. With the enhancement, users can now synchronize certificates added on the Avalara website directly from the Sage 100 customer maintenance panel.

Well, that is 100% more helpful than the support ticket to DSD how pointed me to the install module and to open a ticket with Avalara. THANK YOU Wayne.  I think they did not have this in v2021, because they has a "custom tab" there in that position, and it must not have "merged correctly" back then.  Your The BEST!

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Madeline Stefanou
RKL eSolutions, LLC
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Original Message:
Sent: 11-19-2024 09:22
From: Wayne Schulz
Subject: New Tab in Customer Maintenance - Cert Capture

Check the latest DSD AVATAX connector manual here.

I believe DSD / Avalara added Certcapture integration in v2021 of their connector. I'm not certain why it wouldn't be showing in your customer's Sage 100 2021 other than my personal experience is that the connector tends to be updated frequently so perhaps the customer was a few revisions behind the Certcapture functionality being added.

I believe the CertCapture tab was added to Customer Maintenance in Sage 100 to allow users to both upload and download exemption certificates. Prior to this, users had to manually upload exemption certificates to Avalara. With the enhancement, users can now synchronize certificates added on the Avalara website directly from the Sage 100 customer maintenance panel.

------------------------------
Wayne Schulz
wayne@s-consult.com
Schulz Consulting
(860) 516-8990
CT

Well, that is 100% more helpful than the support ticket to DSD how pointed me to the install module and to open a ticket with Avalara. THANK YOU Wayne.  I think they did not have this in v2021, because they has a "custom tab" there in that position, and it must not have "merged correctly" back then.  Your The BEST!

Check the latest DSD AVATAX connector manual here.

I believe DSD / Avalara added Certcapture integration in v2021 of their connector. I'm not certain why it wouldn't be showing in your customer's Sage 100 2021 other than my personal experience is that the connector tends to be updated frequently so perhaps the customer was a few revisions behind the Certcapture functionality being added.

I believe the CertCapture tab was added to Customer Maintenance in Sage 100 to allow users to both upload and download exemption certificates. Prior to this, users had to manually upload exemption certificates to Avalara. With the enhancement, users can now synchronize certificates added on the Avalara website directly from the Sage 100 customer maintenance panel.

Hi, Madeline.
Encountered the same issue upgrading from v2019 to v2024 in Customer Maintenance.  CertCapture tab was not present in old version.  In new version CertCapture tab replaced what should be the InstaDocs tab.  Cllient does not  CertCapture enabled in Avatax Configuration Options.

Any thoughts on how to get Instadocs Tab back where it needs to be?

THANKS IN ADVANCE!

Scotia

Well, that is 100% more helpful than the support ticket to DSD how pointed me to the install module and to open a ticket with Avalara. THANK YOU Wayne.  I think they did not have this in v2021, because they has a "custom tab" there in that position, and it must not have "merged correctly" back then.  Your The BEST!

Check the latest DSD AVATAX connector manual here.

I believe DSD / Avalara added Certcapture integration in v2021 of their connector. I'm not certain why it wouldn't be showing in your customer's Sage 100 2021 other than my personal experience is that the connector tends to be updated frequently so perhaps the customer was a few revisions behind the Certcapture functionality being added.

I believe the CertCapture tab was added to Customer Maintenance in Sage 100 to allow users to both upload and download exemption certificates. Prior to this, users had to manually upload exemption certificates to Avalara. With the enhancement, users can now synchronize certificates added on the Avalara website directly from the Sage 100 customer maintenance panel.

Hi, Madeline.
Encountered the same issue upgrading from v2019 to v2024 in Customer Maintenance.  CertCapture tab was not present in old version.  In new version CertCapture tab replaced what should be the InstaDocs tab.  Cllient does not  CertCapture enabled in Avatax Configuration Options.

Any thoughts on how to get Instadocs Tab back where it needs to be?

THANKS IN ADVANCE!

Scotia

Well, that is 100% more helpful than the support ticket to DSD how pointed me to the install module and to open a ticket with Avalara. THANK YOU Wayne.  I think they did not have this in v2021, because they has a "custom tab" there in that position, and it must not have "merged correctly" back then.  Your The BEST!

Check the latest DSD AVATAX connector manual here.

I believe DSD / Avalara added Certcapture integration in v2021 of their connector. I'm not certain why it wouldn't be showing in your customer's Sage 100 2021 other than my personal experience is that the connector tends to be updated frequently so perhaps the customer was a few revisions behind the Certcapture functionality being added.

I believe the CertCapture tab was added to Customer Maintenance in Sage 100 to allow users to both upload and download exemption certificates. Prior to this, users had to manually upload exemption certificates to Avalara. With the enhancement, users can now synchronize certificates added on the Avalara website directly from the Sage 100 customer maintenance panel.

A reinstall of Instadocs AR and SO did the trick.  Would the order of installation have created this issue?
Originally I installed in this order:

ARDM730
LMAV730
SODM730

Hi, Madeline.
Encountered the same issue upgrading from v2019 to v2024 in Customer Maintenance.  CertCapture tab was not present in old version.  In new version CertCapture tab replaced what should be the InstaDocs tab.  Cllient does not  CertCapture enabled in Avatax Configuration Options.

Any thoughts on how to get Instadocs Tab back where it needs to be?

THANKS IN ADVANCE!

Scotia

Well, that is 100% more helpful than the support ticket to DSD how pointed me to the install module and to open a ticket with Avalara. THANK YOU Wayne.  I think they did not have this in v2021, because they has a "custom tab" there in that position, and it must not have "merged correctly" back then.  Your The BEST!

Check the latest DSD AVATAX connector manual here.

I believe DSD / Avalara added Certcapture integration in v2021 of their connector. I'm not certain why it wouldn't be showing in your customer's Sage 100 2021 other than my personal experience is that the connector tends to be updated frequently so perhaps the customer was a few revisions behind the Certcapture functionality being added.

I believe the CertCapture tab was added to Customer Maintenance in Sage 100 to allow users to both upload and download exemption certificates. Prior to this, users had to manually upload exemption certificates to Avalara. With the enhancement, users can now synchronize certificates added on the Avalara website directly from the Sage 100 customer maintenance panel.