Status
Resolved: The issue has been fixed and released in patches 56744-56760.
On Premise partners need to update to the latest version of 2018.5.
We have asked ConnectWise whether partners need to re-open closed and unposted Purchase orders.
Version Affected
ConnectWise Manage Version v2018.5.
This will affect all cloud partners and any on-premise partners that have upgraded to this version.
On-premise partners that have not upgraded to 2018.5, we recommend holding off upgrading until this issue is resolved.
Issue
Purchase Order lines are posting as "Tax Exempt" rather than Taxable as defined on the Product Item after upgrading to ConnectWise Manage v2015.8.
This will result in the Items being posted as the defined "Tax Exempt" as set in Wise-Sync.
A warning will be displayed when syncing procurement
| When Tax Compliance Set to Warning: An item in this batch is marked as non taxable. |
| When Tax Compliance Set to Halt: An item in this batch is marked as non taxable. - Refer to Item: '{ItemCode}'. If this is non taxable item please add item code to the Non Taxable Items list in your company config. |
How do we know?
When compared to a similar PO Sync from v2018.4, items show as Taxable "Y"
as opposed to "N" when synced after the update to v2018.5
What have we done about it?
We have logged a ticket with ConnectWise, requesting a priority review of this issue.
You may request updates to this ticket and advise if you are affected by this issue:
ConnectWise Ticket: #10827188
Date Reported: 13th August, 2018
Updates
| 13 August 2018 | Ticket logged with ConnectWise. ConnectWise acknowledge receipt of issue. |
| 14 August 2018 | ConnectWise have been in contact for more information which has been provided. No further update from ConnectWise. |
| 15 August 2018 | No Update |
| 16 August 2018 | No Update |
| 17 August 2018 | ConectWise have asked for verification of partners impacted. |
| 18 August 2018 | ConnectWise have requested clarification of changes made to Procurement Taxes. Results appear to now be dependant on the Purchase Order tax setting ("Calculate Tax on Purchase Order Products"). As this is changed in 2018.5, recommendation has been made to revert change impacting all purchase orders where tax is calculated. |
| 21 August 2018 | Further testing completed by Wise-Sync and sent to ConnectWise to reiterating the problem was introduced between 2018.4 and 2018.5, by comparing behaviour between the two versions. ConnectWise has verified the issue is, in fact, a defect and has been assigned to a developer to fix. |
| 24 August 2018 | Followed up ConnectWise to verify if, in fact, there is an update rolled out for this issue, since there are partners advising this issue has been resolved. |
| 28 August 2018 | ConnectWise have advised that the fix for this issue has passed QA and will be included in the next patch. Cloud partners should expect that patches will be applied in the coming days. On premise partners will need to apply patches directly when it's released. Followed up ConnectWise to confirm the minor version (patch) number this will be released on. |
| 5 September 2018 | Partners are recommended to contact ConnectWise to request access to the patch. |
| 11 September 2018 | The fix for this issue was released in patches 56744-56760. On Premise partners need to update to the latest version of 2018.5. We have asked ConnectWise whether partners needs to re-open closed and unposted Purchase orders. |