Tag Archive: "Customer"
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Sage Intacct: Smart Event API to Populate Transaction Fields From Related Objects
Ever have a pesky field on an object that you just can’t pull onto an invoice or purchasing transaction? You know, because the only merge fields available on invoices are ones that are directly available on the transaction – ugh! Well smart event API calls are here to your rescue. Whether that is a Customer’s VAT ID for tax purposes, the customer’s sales rep, or a custom field – we can make that happen with a Smart Event API call.
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Intacct: Salesforce Max and Reseller Setup
Do you have a situation in which your customers purchase through a reseller? You likely need to bill the reseller but ship to the end customer (especially if tracking tax in Intacct). If you are using the SalesForce Max package to connect your Intacct and SalesForce companies there are two ways you can accomplish this set up. In this post we’ll briefly cover the first method and then do a deep dive into the more complex method. So follow along!
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Intacct Custom Report Wizard
In the Smart Rules post, we went over how to create Smart Rules to ensure we maintain the integrity of the data we are basing our reports on. The reason I even stumbled upon learning Smart Rules and the need for them was from the creation of a certain report which lead to a shocking revelation of how much data was missing. Smart Rules have taken over and become the proactive solution for this problem now, but the report was the first step in identifying the problem. This post will cover how to build this customized report through the Custom Report Wizard. There are three main types of reports in Intacct: Financial Reports, Custom Reports, and List Views.