2020-08 Lambchop

You can now specify a default option for the Transaction Classification setting on the Transaction Posting screen.

LOCATION: Financial / Transaction Posting

In previous releases, when creating a new transaction, the Transaction Classification setting would use - Select - as the default option, and the Description setting would be blank. Now a specific classification can appear each time a new transaction is added, as well as that specific transaction's description.

It is (and has been) possible to have Interstate and Intrastateinterlata columns appear on the Products grid. For more information on this configuration, contact your Client Solution Expert (CSE).

However, until recently these columns would populate with LD Rates without accounting for overrides which result from standard rates on the same product. Now, if a product has both an LD rate and a Standard rate with an interstate rate specified, the standard rate is shown in the grid rather than the LD rate. Similarly, if a product has both an LD rate and a Standard rate with an intrastateinterlata rate specified, the standard rate is shown in the grid rather than the LD rate.

Additionally, LD rates using the NPANXXOrig rate method now also show interstate and intrastate rates in the products grid. In previous releases, the products grid only showed interstate and intrastate for LD rates using the Standard rate method.

Finally, a warning now appears for any products which have more than one active LD plan.

If multiple companies are available, the company associated with a product is now included in the Product Inventory lists.

LOCATION: Products / Product Inventory / any product list

This information appears in a new Company column on the far right side of the list.

The number of decimal places commissions round to during calculations is now customizable. It can be set using the Commissions Decimal Places setting.

LOCATION: Setup / Company Settings / Companies / individual company details

The default value is 2. Possible values are 0 through 4.

• General

  Previously, when a customer's corporate payment method was changed to Corp Acct Pays (either because the corporate payment method was directly changed, the corporate payment option was changed on a customer's parent, or a customer entered a new corporate structure which already had corporate accounts set to pay), the Amount of Last Bill would not be cleared and could potentially cause problems with billing. Now, when a corporate structure is changed to Corp Acct Pays, or when a customer is added to a corporate structure where the corporate account pays, the Amount of Last Bill on the customer (and their children) is set to the total of the customer's balance, plus the customers payments and credits, minus their debits. (236558)

• Billing

  An error will now appear when a product and its physical location do not use the same customer. (189261)

NOTE: Also see BillHistoryV2 changes below.

The following fields have been dropped:

• QuickbooksInvoiceExportView.CustomersKey
• QuickbooksInvoiceExportView_Unprocessed.CustomersKey

The following fields have been altered:

• - QuickbooksInvoiceExportView.InvoiceCustomer_QuickBooksRefId DataType (varchar -> int), CharacterMaximumLength (25 -> ), NumericPrecision ( -> 10), NumericScale ( -> 0), IsNullable (True -> False)
• -- QuickbooksInvoiceExportView_Unprocessed.InvoiceCustomer_QuickBooksRefId DataType (varchar -> int), CharacterMaximumLength (25 -> ), NumericPrecision ( -> 10), NumericScale ( -> 0), IsNullable (True -> False)

The following tables and views have been added:

• IntacctInvoiceExportView

• InvoiceExportView

• Suretax_ServiceGroupServiceItem

• TaxMappingDetails

• TaxMappingDetailsView

• TaxMappingMasters

• TaxMappingMastersView

The following fields have been added:

• Company.AccountLevelChargeProductFormsKey

• Company.QuoterHashKey

• CSIProdServCodes.ALLOWCOUNTBASED

• DetailsLkDetailsView.ProductFormsKey

• IntacctInvoiceExportView.AccountNumber

• IntacctInvoiceExportView.CorpAccountNumber

• IntacctInvoiceExportView.ExternalID

• IntacctInvoiceExportView.CorpPaymentOption

• IntacctInvoiceExportView.BillingCycleID

• IntacctInvoiceExportView.InvoiceDate

• IntacctInvoiceExportView.InvoiceNumber

• IntacctInvoiceExportView.CustomerName

• IntacctInvoiceExportView.Attention

• IntacctInvoiceExportView.CompanyKey

• IntacctInvoiceExportView.Billing Address

• IntacctInvoiceExportView.Billing AddressLine2

• IntacctInvoiceExportView.City

• IntacctInvoiceExportView.State

• IntacctInvoiceExportView.Zipcode

• IntacctInvoiceExportView.Country

• IntacctInvoiceExportView.DetailID

• IntacctInvoiceExportView.LineItemDescription

• IntacctInvoiceExportView.Quantity

• IntacctInvoiceExportView.Price Each

• IntacctInvoiceExportView.ROLLUP_TopLevel_HistoryKey

• IntacctInvoiceExportView.Duedatestandard

• IntacctInvoiceExportView.CustomersKey

• InvoiceExportView.AccountNumber

• InvoiceExportView.CorpAccountNumber

• InvoiceExportView.CorpPaymentOption

• InvoiceExportView.BillingCycleID

• InvoiceExportView.InvoiceDate

• InvoiceExportView.InvoiceNumber

• InvoiceExportView.CustomerName

• InvoiceExportView.Attention

• InvoiceExportView.CompanyKey

• InvoiceExportView.ExternalID

• InvoiceExportView.Billing Address

• InvoiceExportView.Billing AddressLine2

• InvoiceExportView.City

• InvoiceExportView.State

• InvoiceExportView.Zipcode

• InvoiceExportView.Country

• InvoiceExportView.DetailID

• InvoiceExportView.Description

• InvoiceExportView.Quantity

• InvoiceExportView.Price Each

• InvoiceExportView.ROLLUP_TopLevel_HistoryKey

• InvoiceExportView.duedatestandard

• InvoiceExportView.CustomersKey

• InvoiceExportView.InvoiceCustomer_QuickBooksRefId

• InvoiceExportView.QuickBooksItemRefId

• InvoiceExportView.QuickbooksInvoiceRefID

• InvoiceExportView.LineItemType

• Suretax_ServiceGroupServiceItem.SureTax Code

• Suretax_ServiceGroupServiceItem.ServiceGroup

• Suretax_ServiceGroupServiceItem.ServiceItem

• Suretax_ServiceGroupServiceItem.Service Group Desc

• Suretax_ServiceGroupServiceItem.Service Item Desc

• Suretax_ServiceGroupServiceItem.ALLOWCOUNTBASED

• T4BillingCycles.AvailableEndDate

• T4CompanyMaster.SureTaxClientNumber

• T4CompanyMaster.SureTaxValidationKey

• T4CompanyMaster.SureTaxRegulatoryCode

• T4CompanyMaster.SureTaxURL

• TasksView.EnableAccountCredits

• TasksView.RequireApprovalForAccountCredits

• TasksView.T4ModuleInfoKey

• TasksView.ModuleName

• TaxMappingDetails.TaxMappingDetailsKey

• TaxMappingDetails.TaxMappingMastersKey

• TaxMappingDetails.AVA_TransType

• TaxMappingDetails.AVA_ServType

• TaxMappingDetails.CSI_ProductCode

• TaxMappingDetails.CSI_ServiceCode

• TaxMappingDetails.SURE_ServiceGroup

• TaxMappingDetails.SURE_ServiceItem

• TaxMappingDetails.Percentage

• TaxMappingDetailsView.TaxMappingDetailsKey

• TaxMappingDetailsView.TaxMappingMastersKey

• TaxMappingDetailsView.AVA_TransType

• TaxMappingDetailsView.AVA_ServType

• TaxMappingDetailsView.CSI_ProductCode

• TaxMappingDetailsView.CSI_ServiceCode

• TaxMappingDetailsView.SURE_ServiceGroup

• TaxMappingDetailsView.SURE_ServiceItem

• TaxMappingDetailsView.Percentage

• TaxMappingDetailsView.MasterTaxProvider

• TaxMappingDetailsView.MasterTaxProviderName

• TaxMappingMasters.TaxMappingMastersKey

• TaxMappingMasters.TaxProvider

• TaxMappingMasters.TaxMappingID

• TaxMappingMasters.Description

• TaxMappingMasters.CountBased

• TaxMappingMastersView.TaxMappingMastersKey

• TaxMappingMastersView.TaxProvider

• TaxMappingMastersView.TaxProviderName

• TaxMappingMastersView.TaxMappingID

• TaxMappingMastersView.Description

• TaxMappingMastersView.CountBased

• PTTCallData Database

The following fields have been dropped:

• None

The following fields have been altered:

• None

The following tables and views have been added:

• None

The following fields have been added:

• None