Checks to reduce failed company transfers:
- Financial code must exist within the company customer/supplier tab. Often this field is left blank when creating a company. The system now creates a financial code when you overwrite @123 with 6900969 (allowed). If a company has an @ code for the company when you change this and try to post the invoice it should immediately send the company and then the invoice.
- Company Locations: cannot have invalid web address or email format (these can be seen in location of contact lookup). If invalid will get error message.
- Company locations should be check (by customer) for ‘missing tax’ this is in the locations lookup filter. These should be ‘fixed’ i.e. valid zip code entered or will error / put in zero tax when doing calculation.
- Company Contacts: Emails need to conform to standard e.g. john.smith@abc.com (no spaces) check contacts lookup – get customer to do this (copy any address with NOT @ and . into another field).