Unable to Post Invoices - Intercompany Trading Related?

Here's an update on this issue.

We're now able to post these invoices in our test environment when tax connect is disabled (the enviorment does not have access to the internet) and when the "Send AR Invoices" box is unchecked in External Company Maintenence for Multi-Company. We still cannot post in our live environment with the "Send AR Invoices" box unchecked and Tax Connect enabled (we require tax connect for tax calculations). When selecting Actions > Group > Calculate All Taxes, Tax Connect turns off and the invoice is put on hold. To me this appears to be a Tax Connect issue that was brought to light by turning on inter company trading. Epicor Support requested a copy of the database and believes there is an issue with the invoice data and/or possibly a field length issue with Tax Connect.

Anyone see this type of behavior before or have any suggestions/ideas?

--- In vantage@yahoogroups.com, "Jeff Rogers" <jeff.rogers@...> wrote:
>
> We've been getting some additional help from Epicor Support today. We were unaware that there was a special process for intercompany receipts. Receiving the intercompany orders with the new receiving process still does not enable the invoices to be posted (we do not receive any pending receipts error when trying to post the invoices before doing the receiving).
>
> The purchase point on the intercompany receipt is blank... I haven't seen a purchase point listed any where else. The documentation for Intercompany setup and processing is basically non-existent. We thought we could just create the sales order from the ICPO suggestion and then handle business as usual (same shipping,receiving,AR/AP invoicing process as we have been doing), but maybe not?
>
> What should the intercompany process be from PO creation to AP Posting/Payment?
>
> --- In vantage@yahoogroups.com, "P" <pklein@> wrote:
> >
> > We've been fighting this with Epicor since December 2011.
> > Question...
> > Do you get an error that intercompany receiving has not been completed?
> > Check the Purchase point field in your apinvoice detail. - does that match the purchase point field on the PO intercompany receipt? If they are different, that could be the problem .
> >
> > I'm still working thru this with Epicor to get ours fixed, but I can tell you what I did to get the AP invoices to post.
> >
> > I still have records in the integrated workbench to fix too.
> > Pam
> >
> >
> >
> > --- In vantage@yahoogroups.com, "Jeff Rogers" <jeff.rogers@> wrote:
> > >
> > > So we just turned on intercompany trading in Live Monday (tested the ICPO suggestion creation and order creation in our test environment) and everything was going fine until we tried to post an invoice from an intercompany ICPO.
> > >
> > > Our process is create a PO in Company A for Company B, the ICPO Suggestion gets created in Company B and approved, the related sales order is automatically created succesfully in Company B, and then we ship/receive/etc like we did before turning on intercompany trading. We then pull the shipments into an invoice group and the associated invoices are immediately put on hold. We remove the hold and try to post, but get the following message: "Some invoices in this group have been placed On Hold. These invoices were NOT posted. Invoices On Hold will remain in the entry group until you release them and repost." We remove the hold again and try to repost, but get the same behavior.
> > >
> > > Does anyone have any idea what might be going on here? We use Avalara Tax Connect, Vantage 8.03.409a, and SQL. The problem is most likely related to intercompany trading in my opinion (since we were able to post the same "Customer's" (Company A) invoices last week), but if not what other circumstances would cause this?
> > >
> > > Thanks!
> > >
> >
>
So we just turned on intercompany trading in Live Monday (tested the ICPO suggestion creation and order creation in our test environment) and everything was going fine until we tried to post an invoice from an intercompany ICPO.

Our process is create a PO in Company A for Company B, the ICPO Suggestion gets created in Company B and approved, the related sales order is automatically created succesfully in Company B, and then we ship/receive/etc like we did before turning on intercompany trading. We then pull the shipments into an invoice group and the associated invoices are immediately put on hold. We remove the hold and try to post, but get the following message: "Some invoices in this group have been placed On Hold. These invoices were NOT posted. Invoices On Hold will remain in the entry group until you release them and repost." We remove the hold again and try to repost, but get the same behavior.

Does anyone have any idea what might be going on here? We use Avalara Tax Connect, Vantage 8.03.409a, and SQL. The problem is most likely related to intercompany trading in my opinion (since we were able to post the same "Customer's" (Company A) invoices last week), but if not what other circumstances would cause this?

Thanks!
Did you remove them from the group and re add them after hold removed? We do not use this process, but had a similar situation with invoices that have an invalid credit card expiration year - we correct the issue, but still cannot post...Remove from group and re add to group and then we can post.

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of Jeff Rogers
Sent: Wednesday, May 16, 2012 9:34 AM
To: vantage@yahoogroups.com
Subject: [Vantage] Unable to Post Invoices - Intercompany Trading Related?



So we just turned on intercompany trading in Live Monday (tested the ICPO suggestion creation and order creation in our test environment) and everything was going fine until we tried to post an invoice from an intercompany ICPO.

Our process is create a PO in Company A for Company B, the ICPO Suggestion gets created in Company B and approved, the related sales order is automatically created succesfully in Company B, and then we ship/receive/etc like we did before turning on intercompany trading. We then pull the shipments into an invoice group and the associated invoices are immediately put on hold. We remove the hold and try to post, but get the following message: "Some invoices in this group have been placed On Hold. These invoices were NOT posted. Invoices On Hold will remain in the entry group until you release them and repost." We remove the hold again and try to repost, but get the same behavior.

Does anyone have any idea what might be going on here? We use Avalara Tax Connect, Vantage 8.03.409a, and SQL. The problem is most likely related to intercompany trading in my opinion (since we were able to post the same "Customer's" (Company A) invoices last week), but if not what other circumstances would cause this?

Thanks!



[Non-text portions of this message have been removed]
Karen - thanks for the response! I removed the invoice from the invoice group, added it back, but was still unable to post.

I just tested an invoice for regular sales order (not one created from an ICPO suggestion) and was unable to post that invoice also. What is odd is that the salesdiv, salesdept, and saleschart fields on the invoice detail records are all blank; on all previous invoices for our other company (before intercompany trading) these fields were populated correctly based on the product group of the part.

Any more ideas???

--- In vantage@yahoogroups.com, Karen Schoenung <kschoenung@...> wrote:
>
> Did you remove them from the group and re add them after hold removed? We do not use this process, but had a similar situation with invoices that have an invalid credit card expiration year - we correct the issue, but still cannot post...Remove from group and re add to group and then we can post.
>
> From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of Jeff Rogers
> Sent: Wednesday, May 16, 2012 9:34 AM
> To: vantage@yahoogroups.com
> Subject: [Vantage] Unable to Post Invoices - Intercompany Trading Related?
>
>
>
> So we just turned on intercompany trading in Live Monday (tested the ICPO suggestion creation and order creation in our test environment) and everything was going fine until we tried to post an invoice from an intercompany ICPO.
>
> Our process is create a PO in Company A for Company B, the ICPO Suggestion gets created in Company B and approved, the related sales order is automatically created succesfully in Company B, and then we ship/receive/etc like we did before turning on intercompany trading. We then pull the shipments into an invoice group and the associated invoices are immediately put on hold. We remove the hold and try to post, but get the following message: "Some invoices in this group have been placed On Hold. These invoices were NOT posted. Invoices On Hold will remain in the entry group until you release them and repost." We remove the hold again and try to repost, but get the same behavior.
>
> Does anyone have any idea what might be going on here? We use Avalara Tax Connect, Vantage 8.03.409a, and SQL. The problem is most likely related to intercompany trading in my opinion (since we were able to post the same "Customer's" (Company A) invoices last week), but if not what other circumstances would cause this?
>
> Thanks!
>
>
>
> [Non-text portions of this message have been removed]
>
Sorry, no more ideas from me...Anyone else?

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of Jeff Rogers
Sent: Wednesday, May 16, 2012 1:23 PM
To: vantage@yahoogroups.com
Subject: [Vantage] Re: Unable to Post Invoices - Intercompany Trading Related?



Karen - thanks for the response! I removed the invoice from the invoice group, added it back, but was still unable to post.

I just tested an invoice for regular sales order (not one created from an ICPO suggestion) and was unable to post that invoice also. What is odd is that the salesdiv, salesdept, and saleschart fields on the invoice detail records are all blank; on all previous invoices for our other company (before intercompany trading) these fields were populated correctly based on the product group of the part.

Any more ideas???

--- In vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com>, Karen Schoenung <kschoenung@...<mailto:kschoenung@...>> wrote:
>
> Did you remove them from the group and re add them after hold removed? We do not use this process, but had a similar situation with invoices that have an invalid credit card expiration year - we correct the issue, but still cannot post...Remove from group and re add to group and then we can post.
>
> From: vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com> [mailto:vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com>] On Behalf Of Jeff Rogers
> Sent: Wednesday, May 16, 2012 9:34 AM
> To: vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com>
> Subject: [Vantage] Unable to Post Invoices - Intercompany Trading Related?
>
>
>
> So we just turned on intercompany trading in Live Monday (tested the ICPO suggestion creation and order creation in our test environment) and everything was going fine until we tried to post an invoice from an intercompany ICPO.
>
> Our process is create a PO in Company A for Company B, the ICPO Suggestion gets created in Company B and approved, the related sales order is automatically created succesfully in Company B, and then we ship/receive/etc like we did before turning on intercompany trading. We then pull the shipments into an invoice group and the associated invoices are immediately put on hold. We remove the hold and try to post, but get the following message: "Some invoices in this group have been placed On Hold. These invoices were NOT posted. Invoices On Hold will remain in the entry group until you release them and repost." We remove the hold again and try to repost, but get the same behavior.
>
> Does anyone have any idea what might be going on here? We use Avalara Tax Connect, Vantage 8.03.409a, and SQL. The problem is most likely related to intercompany trading in my opinion (since we were able to post the same "Customer's" (Company A) invoices last week), but if not what other circumstances would cause this?
>
> Thanks!
>
>
>
> [Non-text portions of this message have been removed]
>



[Non-text portions of this message have been removed]
We've been fighting this with Epicor since December 2011.
Question...
Do you get an error that intercompany receiving has not been completed?
Check the Purchase point field in your apinvoice detail. - does that match the purchase point field on the PO intercompany receipt? If they are different, that could be the problem .

I'm still working thru this with Epicor to get ours fixed, but I can tell you what I did to get the AP invoices to post.

I still have records in the integrated workbench to fix too.
Pam



--- In vantage@yahoogroups.com, "Jeff Rogers" <jeff.rogers@...> wrote:
>
> So we just turned on intercompany trading in Live Monday (tested the ICPO suggestion creation and order creation in our test environment) and everything was going fine until we tried to post an invoice from an intercompany ICPO.
>
> Our process is create a PO in Company A for Company B, the ICPO Suggestion gets created in Company B and approved, the related sales order is automatically created succesfully in Company B, and then we ship/receive/etc like we did before turning on intercompany trading. We then pull the shipments into an invoice group and the associated invoices are immediately put on hold. We remove the hold and try to post, but get the following message: "Some invoices in this group have been placed On Hold. These invoices were NOT posted. Invoices On Hold will remain in the entry group until you release them and repost." We remove the hold again and try to repost, but get the same behavior.
>
> Does anyone have any idea what might be going on here? We use Avalara Tax Connect, Vantage 8.03.409a, and SQL. The problem is most likely related to intercompany trading in my opinion (since we were able to post the same "Customer's" (Company A) invoices last week), but if not what other circumstances would cause this?
>
> Thanks!
>
We've been getting some additional help from Epicor Support today. We were unaware that there was a special process for intercompany receipts. Receiving the intercompany orders with the new receiving process still does not enable the invoices to be posted (we do not receive any pending receipts error when trying to post the invoices before doing the receiving).

The purchase point on the intercompany receipt is blank... I haven't seen a purchase point listed any where else. The documentation for Intercompany setup and processing is basically non-existent. We thought we could just create the sales order from the ICPO suggestion and then handle business as usual (same shipping,receiving,AR/AP invoicing process as we have been doing), but maybe not?

What should the intercompany process be from PO creation to AP Posting/Payment?

--- In vantage@yahoogroups.com, "P" <pklein@...> wrote:
>
> We've been fighting this with Epicor since December 2011.
> Question...
> Do you get an error that intercompany receiving has not been completed?
> Check the Purchase point field in your apinvoice detail. - does that match the purchase point field on the PO intercompany receipt? If they are different, that could be the problem .
>
> I'm still working thru this with Epicor to get ours fixed, but I can tell you what I did to get the AP invoices to post.
>
> I still have records in the integrated workbench to fix too.
> Pam
>
>
>
> --- In vantage@yahoogroups.com, "Jeff Rogers" <jeff.rogers@> wrote:
> >
> > So we just turned on intercompany trading in Live Monday (tested the ICPO suggestion creation and order creation in our test environment) and everything was going fine until we tried to post an invoice from an intercompany ICPO.
> >
> > Our process is create a PO in Company A for Company B, the ICPO Suggestion gets created in Company B and approved, the related sales order is automatically created succesfully in Company B, and then we ship/receive/etc like we did before turning on intercompany trading. We then pull the shipments into an invoice group and the associated invoices are immediately put on hold. We remove the hold and try to post, but get the following message: "Some invoices in this group have been placed On Hold. These invoices were NOT posted. Invoices On Hold will remain in the entry group until you release them and repost." We remove the hold again and try to repost, but get the same behavior.
> >
> > Does anyone have any idea what might be going on here? We use Avalara Tax Connect, Vantage 8.03.409a, and SQL. The problem is most likely related to intercompany trading in my opinion (since we were able to post the same "Customer's" (Company A) invoices last week), but if not what other circumstances would cause this?
> >
> > Thanks!
> >
>