Troubleshooting ‘Tax code mandatory: no tax determination rule applies Field error [M:SOH4] VACTIM1’ in GUMU for Sage CRM-Sage X3

By | January 31, 2018

Our GUMU™ for Sage CRM – Sage Enterprise Management is a real-time, bi-directional link. In this blog, we will go through an error message which user may face while using integration and its possible solution.

GUMU™ Integration link is a real-time, the bi-directional link that integrates Sage 100 and Sage CRM where users can view information for customers, invoices and orders from either of the systems.

New Stuff: New Feature in GUMU™ for Sage CRM-Sage X3 integration- Folder wise Sage CRM user permission settings

Error: This Error may occur in Sage CRM which is integrated with Sage X3 using GUMU integration while creating Quote/Order when the user selects any product from Sage ERP X3 lookup, then they may come across with a message as ‘Tax code mandatory: no tax determination rule applies Field error [M:SOH4]VACTIM1’.

The warning message appears as shown in below screenshot, Reason: This warning message occurs when Tax level 1 is not set properly for the selected product in Sage X3.

Solution: To avoid this message, user has to set correct Tax level1 in the product in Sage X3. Once this is done, the user will not face this issue while creating quote/order in Sage X3 from Sage CRM using GUMU integration.

This is the same error message which you may also receive while creating quote/order in Sage X3. But in Sage X3 quote/order entry line item screen, there is an option that you can change the tax level1 value there itself but in GUMU™ Sage CRM – Sage X3 integration this field is not present on line item level and automatically default value gets loaded from the product. So if you set the correct default value in the product itself in Sage X3, you may not receive this error message later in Sage X3 as well as in Sage CRM while creating quote/ order.

In any case, you can always contact us at sage@greytrix.com to get further assistance on the same.

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Greytrix a globally recognized Premier Sage Gold Development Partner is a one stop solution provider for Sage ERP and Sage CRM needs. Being recognized and rewarded for multi-man years of experience, we bring complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third party add-on development and implementation expertise.

Greytrix has some unique integration solutions for Sage CRM with Sage ERPs (Sage Enterprise Management (Sage X3), Sage Intacct, Sage 100Sage 500 and Sage 300).We also offer best-in-class Sage ERP and Sage CRM customization and development services to Business Partners, End Users and Sage PSG worldwide. Greytrix helps in migrating of Sage CRM from Salesforce | ACT! | SalesLogix | Goldmine | Sugar CRM | Maximizer. Our Sage CRM Product Suite includes Greytrix Business Manager, Sage CRM Project Manager, Sage CRM Resource Planner, Sage CRM Contract Manager, Sage CRM Event Manager, Sage CRM Budget Planner, Gmail Integration, Sage CRM Mobile Service Signature and Sage CRM CTI Framework.

Greytrix is a recognized Sage Rockstar ISV Partner for GUMU™ Sage Enterprise Management – Sage CRM integration also listed on Sage Marketplace.

For more information on our integration solutions, please contact us at sage@greytrix.com. We will be glad to assist you.