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The following invoices require tax recalculations.

  • 1.  The following invoices require tax recalculations.

    Posted 05-05-2021 14:13
    Edited by Wayne Schulz 05-05-2021 14:30
    I have a customer who pulled over a large number ( 374 ) A/R invoices from repetitive into invoice data entry.

    They use Avalara and are on Sage 100 2018.10 Advanced

    They've already emailed all the invoices.

    Now when they go to post they get: 

     The following invoices require tax recalculations.

    And there will be 6 or 7 invoices flagged with invalidtaxcalc.
    We recompute them by going to the invoice and clicking on totals and then the Avalara icon.
    Then we go back and start the posting process.

    And ... another 6 or 7 then come up as requiring tax recalculations.

    As you might have guessed - Avalara says call Sage

    I run the recalc sales tax utility in AR under Utilities and it seems to clear 6 or 7 and another 6 or 6 appear

    Any idea what may be causing the issue? 
    I'm stumped because recalculating all of the invoices in AR Invoice Data Entry seems like it should either capture all the issues or provide another message indicating what the problem might be.

    I saw someone had a similar issue ( in another thread ) and duplicate Avalara invoice numbers were mentioned. This customer claims there are no duplicates.




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    Wayne Schulz - Schulz Consulting - 860-516-8990
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  • 2.  RE: The following invoices require tax recalculations.

    Posted 05-05-2021 14:30
    Internally, we have this same issue every month and have had it since we upgraded to v2019.  Repetitive Invoices that are in a Sales Tax state have to be recalculated manually every time.  (And most of these are invoices are for IT or Hosting Services, which are not taxable.)  Avalara said the problem was with Sage, and Sage said the problem was with Avalara.  Finally, a support person at Sage called Avalara, and Avalara agreed it was their issue - that the logs showed the Sales Tax engine was not being started with repetitive invoices.  And it still isn't resolved. Avalara has sent us the list of things to check, which we've done, but they still can't find the problem.  I finally gave up and am just hitting the recalc button on any invoice that is for a customer in a state that has sales tax.

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    Sue Bennett
    Jack of All Trades, Master of 1
    Bennett/Porter & Associates, Inc.
    Tigard OR
    503.620.3484
    ------------------------------



  • 3.  RE: The following invoices require tax recalculations.

    Posted 05-05-2021 14:44

    Sue,

    This may be an almost identical situation. A large number of the tax issues are for invoices with no sales tax. 

    Have you narrowed down a process that can at least eliminate the issue?  Is there a workaround? 

    Do you have a Sage case # on this? 

    I'm hoping to avoid what I foresee as a 3 hour "show us how it doesn't work", "rebuild and call us back" and then a few days of Avalara/Sage jousting...

    In this case, the customer has 374 invoices they brought over from recurring. They claim no problem last month.

    And I run AR - Utilities - Sales Tax Calculation - AR Invoice Data Entry ( which is where the invoices are sitting awaiting posting ) which doesn't seem to fix the issue and the problem seems to be like a game of whack-a-mole where they go to try to update their sales journal and another 6 invoices show with sale tax errors. 

    No idea why only six or seven come up at a time. No idea why all the invalidtaxcalc = N within data entry but then the sales journal creates another half-dozen and we start over again.

    This is a large-ish Sage 100 with multiple entities. Definitely a foreshadowing of the struggles that end-users face with the integrations and resolving problems.


    ​

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    Wayne Schulz - Schulz Consulting - 860-516-8990
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    Original Message


  • 4.  RE: The following invoices require tax recalculations.

    Posted 05-05-2021 15:20

    Sage Case is 8008669868 and Avalara Case is 21103247

     

    Hoping now that someone else has the problem, we can find a solution!

     

    Sue Bennett | President

    Bennett/Porter & Associates, Inc.

    P. 503 620 3484 | F. 503 620 2765

    12559 SW 69th Ave | Portland, OR  97223

    Email address | www.benpor.com

    Bennett/Porter Blog | facebook | twitter

     

    The information in this email and any attachments is considered confidential. This information may be subject to legal, professional, or other privilege. It must not be disclosed to any person without our authority. If you are not the intended recipient you are not authorized to and must not disclose, copy, distribute, or retain this message or any part of it. Please return this message to the sender immediately and delete any and all copies from your system.

     

     




    Original Message


  • 5.  RE: The following invoices require tax recalculations.

    Posted 05-05-2021 15:30
    This is a pretty serious issue for this customer since they have hundreds of invoices ( 300+ ) that pulled over from recurring. It appears like Sage is verifying small batches ( 5-6 ) each time they run sales journal. They fix and then go back to run sales journal and another 5-6 are reported as errors. At this point they feel like Sage is going to go through all 300+ in tiny batches. They've spent 8+ hours chasing this problem so far. 

    Thanks for the case # that should help. I'm going to open a new case though my expectations are low.
    Avalara is actually turning into a big problem for support since their support people don't know anything about Sage and act as the gatekeeper to obtaining front-line support from the developers.

    Very problematic in my experience.​

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    Wayne Schulz - Schulz Consulting - 860-516-8990
    ------------------------------

    Original Message


  • 6.  RE: The following invoices require tax recalculations.

    Posted 05-05-2021 19:31
    I called Sage and it sounds as if they are re-opening your support case ( they told me to reference it if I called back )

    Supposedly Avalara has taken ownership of the issue.

    Let’s just say I’m not holding my breath. I am updating the customer’s Avalara connector since I know that’s the first thing both Sage and Avalara will suggest.



    ---------------------------------
    Wayne Schulz - Schulz Consulting -
    ---------------------------------





  • 7.  RE: The following invoices require tax recalculations.

    Posted 05-06-2021 11:03
    Sage has essentially given the "we turned it over to Avalara so good luck".

    I'm still perplexed how the invoice data entry batch in AR can continue to spit out invalid tax calculation messages even after I run the recalculation utility ( unless the utility isn't doing anything ).

    This is extremely frustrating for a large company that has people spending what is probably over 12 hours trying to update 375 invoices in A/R.

    I know if I were in their position I would be livid.

    Hi Wayne,

     I have informed Richard and Kathy of your call and Kathy is going to follow up on the issue today. She is aware that the issue is now affecting your client, .

     Avalara has taken ownership of the issue (Ticket 21103247), and we will expect to receive a status update from them.

     

    If you need to call us back, you can refer to the existing ticket (reopened) #8008669868.

     

    It was a pleasure to speak with you today and I hope this issue gets resolved quickly!

     

    Kind Regards,

     

    Mary Bixby

    Customer Services Analyst

    Sage



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    Wayne Schulz - Schulz Consulting - 860-516-8990
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  • 8.  RE: The following invoices require tax recalculations.

    Posted 05-06-2021 11:05
    I am dreading the thought of being pulled into an Avalara support session since those tend to be largely non-productive.

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    Wayne Schulz - Schulz Consulting - 860-516-8990
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  • 9.  RE: The following invoices require tax recalculations.

    Posted 05-06-2021 11:13

    The third or fourth person I talked to at Avalara was great.  They looked at the logs in the system and said that the tax engine wasn't launching when Invoices were moved from Repetitive Entry to Invoice Data Entry.  She said she wasn't sure whether that was a Sage issue or an Avalara issue, but she would check into it.  Now we're back to Avalara asking about virus scanning and have sent the same list of things to check that they originally sent when the issue first started.  And in reality, I just got tired of doing the same thing over and over – validating that everything was as it should be in Sage in order to recalc the invoices.  Avalara has sent yet another list of things to check, and it just became easier to just recalc the invoices.   BUT - If it was happening to a client (as it is with you) I would be jumping through hoops to get it fixed.

     

    Oh – and Kathy from Sage has called to and said "Now Wayne Schulz is having the same issue as you are.  Need to speak with you..." So I'll call her back this morning and let you know what the result is...

     

    Sue Bennett | President

    Bennett/Porter & Associates, Inc.

    P. 503 620 3484 | F. 503 620 2765

    12559 SW 69th Ave | Portland, OR  97223

    Email address | www.benpor.com

    Bennett/Porter Blog | facebook | twitter

     

    The information in this email and any attachments is considered confidential. This information may be subject to legal, professional, or other privilege. It must not be disclosed to any person without our authority. If you are not the intended recipient you are not authorized to and must not disclose, copy, distribute, or retain this message or any part of it. Please return this message to the sender immediately and delete any and all copies from your system.

     

     




    Original Message


  • 10.  RE: The following invoices require tax recalculations.

    Posted 05-06-2021 11:21
    Any idea why once these invoices have moved from Recurring to Invoice Data Entry that I can't just recalc sales tax in AR Invoice Data Entry? 

    I run the recalc and figure that should resolve the issue but then the next time they attempt to run the sales journal they get another 6 ( or so ) tax errors. Fix those. Rinse/wash/repeat. It's like groundhog day.

    The only thing I can think of is that the recalc isn't working or I'm running it wrong.


    ------------------------------
    Wayne Schulz - Schulz Consulting - 860-516-8990
    ------------------------------

    Original Message


  • 11.  RE: The following invoices require tax recalculations.

    Posted 05-06-2021 14:21

    Kathy at Sage says that although the Sales Tax Recalc in the AR Utilities menu works for me (I know Wayne Shultz, you said it didn't work for your client) she says that is still is unacceptable to have to use the Utility each and every time you run the Repetitives.  She says the Sales Tax should automatically launch to recalc any repetitive invoices for clients/customers in Sales Tax States – even if the item on the invoice is a non-taxable item. 

     

    I think it works for us because we only have 30 or 40 invoices in each batch that we run – twice a month – and I'm guessing the Utility times out before completing a larger batch.

     

    Regardless, Kathy said she was going to connect with Avalara again and see if they can't get this resolved.

     

    Sue Bennett | President

    Bennett/Porter & Associates, Inc.

    P. 503 620 3484 | F. 503 620 2765

    12559 SW 69th Ave | Portland, OR  97223

    Email address | www.benpor.com

    Bennett/Porter Blog | facebook | twitter

     

    The information in this email and any attachments is considered confidential. This information may be subject to legal, professional, or other privilege. It must not be disclosed to any person without our authority. If you are not the intended recipient you are not authorized to and must not disclose, copy, distribute, or retain this message or any part of it. Please return this message to the sender immediately and delete any and all copies from your system.

     

     




    Original Message


  • 12.  RE: The following invoices require tax recalculations.

    Posted 05-06-2021 14:31
    Thanks!
    I spoke to Joe De Maria and confirmed he had nothing additional. He says they provided a fix for this in June of 2020. 

    The question about whether the sales tax recalculation times out is an interesting one. The progress bar doesn't seem to move and we have 374 invoices in data entry which doesn't seem like a lot but with Avalara and the need to send a request for sales tax maybe it is too many?

    I'll post if I find a resolution

    ------------------------------
    Wayne Schulz - Schulz Consulting -
    ------------------------------

    Original Message


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