In this blog, we will learn how a User can resolve the “Sales Tax Reporting check box has not been selected in the Accounts Receivable Options window” error encountered while Promoting Orders from Salesforce to Sage 100 ERP. Refer to the below error image :
What is Sales Tax Reporting?
Use Accounts Receivable Sales Tax Report to recap all sales tax information by tax code. Select this check box to track sales history in detail by date and invoice. Clear this check box if sales tax information is not required; all references to sales tax reporting will be skipped in Customer Maintenance and Accounts Receivable Invoice Data Entry.
This error occurs because if we keep the “Sales Tax Reporting” checkbox uncheck in Sage ERP, we don’t want to use any tax calculation for the Sage side. But if we promote any Order/Invoice from Salesforce to Sage that contains tax information, it throws an error message.
If we want to promote an order from Salesforce to Sage containing tax information, ensure the “Sales Tax Reporting” checkbox is checked in Sage ERP or we should remove the tax information from the SF record. For the part where you want to continue with the tax information, we need to follow the below points :
- Firstly, login to Sage 100 ERP Application.
- Secondly, navigate to the “Accounts Receivable” Module and select the “Accounts Receivable Options” sub-module.
- Set the “Sales Tax Reporting” checkbox to true and click the accept button.
- Navigate to Salesforce and again try to promote the same order.
In conclusion, we hope you are able to promote the Order/Invoice records by using the above steps. If you still have concerns, you can write them to us, and we will reach out to you with the solution for the same.
We hope you may find this blog resourceful and helpful. If you still have concerns and need more help, please contact us at email@example.com.
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Greytrix has some unique solutions for Cloud CRM such as Salesforce Sage integration for Sage X3, Sage 100 and Sage 300 (Sage Accpac). We also offer best-in-class Cloud CRM Salesforce customization and development services along with services such as Salesforce Data Migration, Integrated App development, Custom App development and Technical Support to business partners and end users.
Salesforce Cloud CRM integration offered by Greytrix works with Lightning web components and supports standard opportunity workflow. Greytrix GUMU™ integration for Sage ERP – Salesforce is a 5-star rated app listed on Salesforce AppExchange.
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