It is a big performance issue because each line item you add to the order, it will connect to the internet/avalara and calculate the tax on each line item. So on when line 1 is entered - it checks that line. When line 2 is added, it checks line 1 and then line 2. when line 3 is added, it rechecks taxes for line 1, line2 and line 3 and so on.. So if you have a 10 line item order, it will recalc taxes on line 1 ten times - but if you wait to check the 'ready to process' box at the end of the order, it checks all 10 line items once.
Also note that within company maintenance on the sales tab you can set the default for the 'ready to process, and on the invoicing side, you can set the default (finance/accounts receivable tab) 'Sales tax ready to calculate'.
--- In vantage@yahoogroups.com, Mary Horsey <mhorsey@...> wrote:
>
> I have a question about the "Ready to Process" button in the Sales Order Entry screen. We have it set to be automatically checked as a default. When I was reading about that button it seems this is more for the tax process through Avalara. I was wondering if this box is unchecked will the taxes not show on an invoice? We set up our customers and put the tax exempt info in there and if they are not exempt we a list the customer as taxable. Should we still use the Ready to Process button even if we are not using Avalara which we are not? Any information would be greatly appreciated.
>
> Sincerely,
>
> Mary Horsey
> Greene Rubber Company
> HR/Finance Manager
> 20 Cross Street
> Woburn MA 01801
> mhorsey@...
> 781-497-1851 (p)
> 781-937-7881 (f)
>
>
>
>
>
> [Non-text portions of this message have been removed]
>
I have a question about the "Ready to Process" button in the Sales Order Entry screen. We have it set to be automatically checked as a default. When I was reading about that button it seems this is more for the tax process through Avalara. I was wondering if this box is unchecked will the taxes not show on an invoice? We set up our customers and put the tax exempt info in there and if they are not exempt we a list the customer as taxable. Should we still use the Ready to Process button even if we are not using Avalara which we are not? Any information would be greatly appreciated.
Sincerely,
Mary Horsey
Greene Rubber Company
HR/Finance Manager
20 Cross Street
Woburn MA 01801 mhorsey@...
781-497-1851 (p)
781-937-7881 (f)
[Non-text portions of this message have been removed]
I was in a session at Insights where they said to uncheck it for order processing as a performance enhancement. If you are displaying taxes on your order acknowledgement you can click the box just before the final save and it will all roll up fine. In our case we don't show taxes on order acknowledgment (tax connect ignores alt bill to exempt on order entry but picks it up in invoicing). Since we calculate tax in invoicing we would be okay without the box checked in order entry.
Another performance enhancement they suggestions is to uncheck Actions / Auto Retrieve / Inventory Quantities as default if you don't need on hand inventory at time of order.
Now that your post reminded me of these I guess I better get them tested & implemented here!
Jenn
[Non-text portions of this message have been removed]
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[Non-text portions of this message have been removed]
I bet you have an Exchange Server. Ours use to work in 8.03, but somwhere during an update it started to do what yours is doing and no one could ever figure out why. No other applications have this problem with our email server, only Vantage.
Â
Steven G.
________________________________
From: Greg Payne <gpayne@...>
To: "vantage@yahoogroups.com" <vantage@yahoogroups.com>
Sent: Friday, August 24, 2012 3:35 PM
Subject: [Vantage] RE: Re: Epicor 9 - Ready to Process button in Sales Order entry
Â
Is there a way with a BAM or global alert to format the email address so it is an address that can be replied to?
I get (compulink-usa.com mailto:info%40compulink-usa.com<mailto:mailto:info%40compulink-usa.com>) when the field just has the email address in it. and it shows as @info
The information contained in this communication, including attachments, is privileged and confidential. It is intended only for the exclusive use of the addressee. If the reader of this message is not the intended recipient, or the employee or agent responsible for delivering it to the intended recipient, you are hereby notified that any dissemination, distribution or copying of this communication is strictly prohibited. If you have received this communication in error, please notify us at (727) 578-6258 and immediately delete the communication.
"This (document/presentation) may contain technical data as defined in the International Traffic In Arms Regulations (ITAR) 22 CFR 120.10. Export of this material is restricted by the Arms Export Control Act (22 U.S.C. 2751 et seq.) and may not be exported to foreign persons without prior approval form the U.S. Department of State."
[Non-text portions of this message have been removed]
[Non-text portions of this message have been removed]
From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of Greg Payne
Sent: Friday, August 24, 2012 2:35 PM
To: vantage@yahoogroups.com
Subject: [Vantage] RE: Re: Epicor 9 - Ready to Process button in Sales Order entry
Is there a way with a BAM or global alert to format the email address so it is an address that can be replied to?
I get (compulink-usa.com info@...<mailto:info%40compulink-usa.com><mailto:info@...<mailto:info%40compulink-usa.com>>) when the field just has the email address in it. and it shows as @info
Thanks
Greg
[cid:image8f51d3.jpg@72ae55fa.9e374906] [cid:image86fd58.jpg@35946f28.e9b04ca1]
http://www.aqua-aerobic.com<http://www.aqua-aerobic.com/> http://www.aquaondemand.com<http://www.aquaondemand.com/>
<http://www.aqua-aerobic.com/>
________________________________
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ELECTRONIC FILE TRANSFER DISCLAIMER - In the event of an electronic file transfer associated with this email, these electronic files are transmitted for your convenience and the use and reliance upon this information is at your own risk. Information provided in these files and any software that may accompany these files are provided "AS IS" without warranty of any kind, either expressed or implied, including but not limited to the implied warranties of merchantability and/or fitness for a particular purpose. It is understood that the information contained in the transmission shall be utilized for the purpose of Aqua-Aerobic Systems, Inc. and shall not be disclosed, or duplicated, or otherwise distributed for reuse or profit without Aqua-Aerobic Systems, Inc.'s written consent. It is the responsibility of the recipient(s) to check the accuracy and completeness of information when incorporating any of the information, data or applications into applicable project(s) as appropriate. You are responsible for determining if any conflict exists between a signed hard-copy of document(s) prepared by Aqua-Aerobic Systems, Inc. with any transmitted electronic documents, the signed hard-copy documents shall govern. By use of the electronic file(s), you agree to assume all risk associated therewith, and to the fullest extent permitted by law, to hold Aqua-Aerobic Systems, Inc. harmless and indemnify the company from and against all claims, liabilities, losses, damages and costs, including but not limited to attorney's fees, arising therefrom or in connection therewith. The transmitted electronic file(s) are subject to applicable copyright laws.
(c) copyright by Aqua-Aerobic Systems, Inc. All rights reserved.
[Non-text portions of this message have been removed]
I thought that might work, but Epicor just wrapped them in another set of <>. Support duplicated the issue and is submitting to development.
I did find that if I leave the label on the bam blank then the from address is just the email address, so that makes a reply work. Still no reply all, but at least it is progress.
Greg
From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of Les Hanson
Sent: Monday, August 27, 2012 5:03 PM
To: vantage@yahoogroups.com
Subject: [Vantage] RE: Re: Epicor 9 - Ready to Process button in Sales Order entry
Try putting < > around the address.
From: vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com> [mailto:vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com>] On Behalf Of Greg Payne
Sent: Friday, August 24, 2012 2:35 PM
To: vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com>
Subject: [Vantage] RE: Re: Epicor 9 - Ready to Process button in Sales Order entry
Is there a way with a BAM or global alert to format the email address so it is an address that can be replied to?
I get (compulink-usa.com info@...<mailto:info%40compulink-usa.com><mailto:info%40compulink-usa.com><mailto:info@...<mailto:info%40compulink-usa.com><mailto:info%40compulink-usa.com>>) when the field just has the email address in it. and it shows as @info
Thanks
Greg
[cid:image8f51d3.jpg@72ae55fa.9e374906<mailto:image8f51d3.jpg%4072ae55fa.9e374906>] [cid:image86fd58.jpg@35946f28.e9b04ca1<mailto:image86fd58.jpg%4035946f28.e9b04ca1>]
http://www.aqua-aerobic.com<http://www.aqua-aerobic.com/> http://www.aquaondemand.com<http://www.aquaondemand.com/>
<http://www.aqua-aerobic.com/>
________________________________
*-* CONFIDENTIAL INFORMATION - This e-mail and the attachment(s) can contain confidential information. If you have received this e-mail in error, please notify the sender immediately with a reply e-mail and then delete this e-mail and the attachment(s) from your system. Please do not copy this e-mail or the attachment(s), or use them for any purpose, or disclose their contents to any person. This e-mail communication is not intended to result in a contract unless a complete contract document is attached hereto including all exhibits, initialed on every page and fully executed. Thank you for your assistance.
ELECTRONIC FILE TRANSFER DISCLAIMER - In the event of an electronic file transfer associated with this email, these electronic files are transmitted for your convenience and the use and reliance upon this information is at your own risk. Information provided in these files and any software that may accompany these files are provided "AS IS" without warranty of any kind, either expressed or implied, including but not limited to the implied warranties of merchantability and/or fitness for a particular purpose. It is understood that the information contained in the transmission shall be utilized for the purpose of Aqua-Aerobic Systems, Inc. and shall not be disclosed, or duplicated, or otherwise distributed for reuse or profit without Aqua-Aerobic Systems, Inc.'s written consent. It is the responsibility of the recipient(s) to check the accuracy and completeness of information when incorporating any of the information, data or applications into applicable project(s) as appropriate. You are responsible for determining if any conflict exists between a signed hard-copy of document(s) prepared by Aqua-Aerobic Systems, Inc. with any transmitted electronic documents, the signed hard-copy documents shall govern. By use of the electronic file(s), you agree to assume all risk associated therewith, and to the fullest extent permitted by law, to hold Aqua-Aerobic Systems, Inc. harmless and indemnify the company from and against all claims, liabilities, losses, damages and costs, including but not limited to attorney's fees, arising therefrom or in connection therewith. The transmitted electronic file(s) are subject to applicable copyright laws.
(c) copyright by Aqua-Aerobic Systems, Inc. All rights reserved.
[Non-text portions of this message have been removed]
The information contained in this communication, including attachments, is privileged and confidential. It is intended only for the exclusive use of the addressee. If the reader of this message is not the intended recipient, or the employee or agent responsible for delivering it to the intended recipient, you are hereby notified that any dissemination, distribution or copying of this communication is strictly prohibited. If you have received this communication in error, please notify us at (727) 578-6258 and immediately delete the communication.
"This (document/presentation) may contain technical data as defined in the International Traffic In Arms Regulations (ITAR) 22 CFR 120.10. Export of this material is restricted by the Arms Export Control Act (22 U.S.C. 2751 et seq.) and may not be exported to foreign persons without prior approval form the U.S. Department of State."
[Non-text portions of this message have been removed]