So I see that when I enable CertCapture in company configuration, I do get a command to view the customer’s certificates, but only when I have already entered a sales order for them. We would like to be more proactive than that.
The problem we are trying to solve is that when a new customer account is setup, or a new ship to is added to an existing account, how do we make sure that we get a certificate for that customer and verify it is in place so that we don’t end up having to do a credit memo later (if they were exempt but we taxed them)?
It seems like we just have to hope that people remember to click the send invite to customer button. And that customers actually take action on that request.
Anybody come up with a workflow to guide this process more reliably?
This is not as proactive as you’re looking for, but our solution works for us.
We use customer groups and customers in certain groups are required to provide exempt forms. When a sales order is entered and sales tax is charged, but the customer is in one those non taxable groups, a notification is sent to our accounting department and they handle things from there.
I like the idea of having some way to keep track of which customers should be exempt in Epicor. We want to stop filling in entity use code since that overrides the certificate. We can’t use customer group (being used for other things), but, maybe we can find another way to do it. Thanks for the feedback!
We don’t use customer groups for that purpose, it just happened to also work out that way lol. It at least helps us reach out quicker and put those orders on hold so they don’t ship until we have the form.