Invoices with Tax Interface Error Management

Menu Path: Accounts Receivable $Images\bluerarw.gif$ Invoices $Images\bluerarw.gif$ Invoices with Tax Interface Error Management

Purpose

View and undo invoices with tax interface errors

Overview

Use Invoices with Tax Interface Error Management to view invoices created with zero tax because of tax interface errors, check tax interface details to troubleshoot errors and undo the invoices after errors are fixed. For more information, see AvaTax Interface FAQ.

Ribbon Home Tab Buttons

Button	Description
Exit	Click this button to close the Invoices with Tax Interface Error Management window.
Show Data	Click this button to refresh the invoices with tax interface errors data.
Select All	Click this button to select the check box in the Select column for all invoices with tax interface errors.
Deselect All	Click this button to clear the check box in the Select column for all invoices with tax interface errors.
Undo Invoice	Click this button to undo one or multiple invoices with tax interface errors at the same time. NOTE After undoing the invoices with tax interface errors, you need to recreate the invoices. For more information, see AvaTax Interface FAQ.
Ignore	Click this button to remove one or multiple invoices from the Invoices with Tax Interface Error Management window.
Tax Interface Detail	Click this button to open the Tax Interface Detail window, which allows you to view the tax interface details such as API messages for the selected invoice or credit memo.

Main Tab Fields and Buttons

Field or Button	Description
All Locations	Select this check box to display invoices with tax interface errors for all locations. This check box is selected by default.
Location Prefix	Enter a location prefix, or click the Lookup button to select an existing location prefix. This field is only enabled after you clear the All Locations check box.
Location Name	Enter a location name, or click the Lookup button to select an existing location name. This field is only enabled after you clear the All Locations check box.
All Customers	Select this check box to display invoices with tax interface errors for all customers. This check box is selected by default.
Customer Code	Enter a customer code or click the Lookup button to select a customer code. This field is only enabled after you clear the All Customers check box.
Customer Name	Enter a customer's name, or click the Lookup button to select a customer name. This field is only enabled after you clear the All Customers check box.
All Reference Dates	Select this check box to display invoices with tax interface errors for all reference dates. This check box is selected by default.
From	Enter the first reference date in a range of reference dates for which to display invoices with tax interface errors, or click the drop-down arrow to select a date. This field is only enabled after you clear the All Reference Dates check box.
To	Enter the last reference date in a range of reference dates for which to display invoices with tax interface errors, or click the drop-down arrow to select a date. This field is only enabled after you clear the All Reference Dates check box.
Invoices with tax errors	This grid displays the information for invoices or credit memos with tax errors.

Print Options Tab Fields and Buttons

Field or Button	Description
Output Option	Select one of the following output options: Screen - Output to a PDF so you can immediately view the report. If you select this option, you cannot output using Scheduling Assistant. File - Output to a PDF, Excel, Access, or delimited file to be stored for later use. If you select this option, specify the file type and either the output folder or file name. Printer - Output to a selected printer. If you select this option, specify a printer in the Printer field and the number of copies to print in the Number of Copies field. Email - Output to your default email application. If you select this option, you are prompted to select recipients for the email, then an email is created with the report attached as a PDF file. Excel - Output directly to Excel. You can specify the location of the Excel application in the Spreadsheet File field in User Profile Maintenance. If you output to Excel, the report may include additional information. If you select this option and select to output to Scheduling Assistant, you are prompted to select recipients for an email, and Scheduling Assistant sends an email with the report attached as an Excel file.
Save Report File	Select this check box to save the Crystal Reports report (.rpt) file for the report to the folder entered in the Report Working Directory field for your user ID in User Profile Maintenance. You can use the report file to customize the report. For more information, see Crystal Reports FAQ. This check box is only available if you select the Screen radio button.
Save Access Database File	Select this check box to save the Access database (.mdb) file for the report to the folder entered in the Report Working Directory field for your user ID in User Profile Maintenance. You can use the Access database file to customize the report. For more information, see Crystal Reports FAQ. This check box is only available if you select the Screen radio button.
Output File Type	Select whether to output to a PDF, Excel, Access, or delimited (CSV, DAT, or TXT) file. These radio buttons are only available if you select the File radio button.
Specify File Name	Select this check box to specify the file name of the output report. This check box is only available if you select the File radio button.
Output Directory	Enter the location for the output report, or click the Lookup button to navigate to and select a location. This field is only available if the Specify File Name check box is cleared.
Output File Name	Enter a location and file name for the output report, or click the Lookup button to navigate to and select a location and file name. The file extension of the file name should match the selected output file type. This field is only available if you select the Specify File Name check box.
Excel Format Name	Enter an Excel format name, or click the Lookup button to select an Excel format name. Excel formats can be set up to specify which fields are output to Excel, and the order and sort order of the fields. This field is only available if you select the Excel radio button.
Format Maintenance	Click this button to display Excel Format Maintenance, which allows you to set up Excel formats. This button is only available if you select the Excel radio button.
Save As Type	Click the Lookup button to select whether to save the delimited file as a CSV, DAT, or TXT file. This field is only available if you select the Delimited radio button, and only enabled if the Specify File Name check box is cleared.
Include header	Select this check box to include a row of header information in the exported delimited file, which labels the data. This check box is only available if you select the Delimited radio button.
Delimiter	Enter a comma (,), caret (^), or vertical bar (\|) as a delimiter for the exported delimited file. This field is only available if you select the Delimited radio button.
Enclosing Character	If you want to use single or double quotation marks around data exported to a delimited file, enter ' or " in this field. Even if this field is left blank, text fields that have commas or carriage returns are enclosed in quotes. This field is only available if you select the Delimited radio button.
Printer	Click the Lookup button to select a printer. This field is only available if you select the Printer radio button.
Subject	Enter a subject for the report email. This field is only available if you select the Email radio button. If you leave this field blank, the subject is the report title.
Report File Prefix	Enter a prefix for the report file name. This field is only available if you select the Email radio button.
Add Additional Comments	Select this check box if you want to include additional comments with the emailed report. If you select this check box, the Additional Comments window appears after you click the Print button in the ribbon, and allows you to enter the comments. This check box is only available if you select the Email radio button.
Run Now	This radio button is disabled in this window.
Schedule	This radio button is disabled in this window.
Time	These fields and radio buttons are disabled in this window.
Date	This option is disabled in this window.
Task Occurs	These radio buttons are disabled in this window.
Task Description	This field is disabled in this window.
Scheduling Assistant Queue	This field is disabled in this window.
External Email	This check box is disabled in this window.
Screen Alert	This check box is disabled in this window.
Internal Email	This check box is disabled in this window.