Here are some common problems/errors that you may see when using ServiceTrade's integration with Intacct, and the steps you should take to resolve them.

Sending Invoices from ServiceTrade to Intacct

"No GL accounts were found in the AR GL Information tab for itemid 'xxx' and warehouse 'yyy'"

This happens when you select a GL account in ServiceTrade's Intacct configuration page that does not have a GL group associated with it in Intacct.

  1. In Intacct, go to Order Entry -> Open Setup -> Order Entry Transaction Definitions -> Sales Order (edit)
  2. Click the 'Posting Configuration' tab.
  3. Add the GL Group of the item you were trying to use to the list of Transaction posting GL account mappings.
  4. Click Save.


"BL03000018: : Required field Ship Date is missing"
(Sales Order)
"BL01001974: : The Ship Date field is missing a value"
(Sales Order)
"BL03000018: : arinvoice: Required field 'Due date' is missing."
(Invoice)

This happens if you chose to use your customers' Intacct default AR terms when creating invoices, but the customer for whom you tried to create an invoice does not have any default terms set in Intacct, which means that the due date for the invoice cannot be determined.

There are two ways to resolve this error:

Option 1: Add AR terms to the customer in Intacct

  1. In Intacct, go to Company -> Customers.
  2. Search for the customer whose invoice failed. Click 'Edit' next to the name of that customer.
  3. Click the 'Additional information' tab.
  4. Under 'Invoicing Details', choose this customer's default AR terms in the 'Term' dropdown, then click Save.
  5. Edit, save, and resubmit the invoice from ServiceTrade.

Option 2: Assign an AR terms value to all invoices created through the integration

  1. In ServiceTrade, click on your avatar in the upper right corner of the screen and choose 'Account Settings'.
  2. Under 'Integrations', click the green 'Configure Intacct' button.
  3. On the Intacct integration settings screen, choose a specific AR terms value (such as 'Net 30') instead of 'Intacct customer default terms'.
  4. Edit, save, and resubmit the invoice from ServiceTrade.


"BL03000010: : Subtotal Sales Tax : Location ID is invalid."
 

This happens if you have a multi-entity company in Intacct but are not using the location dimension.

  1. In ServiceTrade, click on your avatar in the upper right corner of the screen and choose 'Account Settings'.
  2. Under 'Integrations', click the green 'Configure Intacct' button.
  3. Under the 'Location Dimension' setting, choose an Intacct location.
  4. Click Save.


"BL03000008: : Line 1 : Department ID xxx is invalid."
This happens if you have the department dimension enabled, but the service line abbreviation in ServiceTrade does match a corresponding department dimension in ServiceTrade.

To resolve this error, add a department to Intacct which corresponds to the service line on each line item on the invoice that failed.  For instance, if the service line abbreviation was 'HVAC', then you should add a department to Intacct whose ID is 'HVAC'.

"BL03002110: : Enter an account number on line item 1, and try again."

This happens if you have no default GL account selected in your Intacct integration settings.

  1. In ServiceTrade, click on your avatar in the upper right corner of the screen and choose 'Account Settings'.
  2. Under 'Integrations', click the green 'Configure Intacct' button.
  3. On the Intacct integration settings screen, select a valid GL account under the 'Default GL Account' setting.
  4. Click Save.


"BL01001977: Line 1: The project you selected is not associated with the customer you selected."

The error indicates the project (job equivalent) in Intacct is assigned to a different customer than the job/invoice are assigned to in ServiceTrade. The issue is most likely one of the two scenarios. 

  1. The most likely root cause is the Intacct project was assigned to the wrong customer (like maybe there are two customers with similar names and the wrong one was picked).
  2.  The customer (bill to) was changed on the job in ST after the project was created.

In either case, the solution is to fix the customer to whom the project in Intacct is assigned and match it with ServiceTrade. 


"BL03000018: Missing Unit: Please select a valid Unit in line no : 1:"

This error will occur when you attempt to use an item with an item code that does not exist in Intacct.  To resolve this error, you can either:

  • Add an item with the desired item code to Intacct
  • Edit an existing item in Intacct and assign it the desired item code
  • Edit the item in your item list in ServiceTrade and assign it an item code which exists in Intacct, then edit the invoice, remove the line item with the old item code, and add an item (with the same quantity, price, etc) using the new item code.


Syncing New Customers from Intacct to ServiceTrade

New customers aren't being synced to ServiceTrade

ServiceTrade company and location records must have a name, address, city, and state. When a new customer is added to Intacct that does not have one of those data, that customer cannot be synced to ServiceTrade. The customer syncing process will stop for all newly added customers until the record with missing data is fixed in Intacct. Once information is added to those fields in Intacct, that customer record (and all the other customer records created after it in Intacct) will be synced to ServiceTrade.

The best way to prevent this problem is to make the 'Address 1', 'City', and 'State' fields required for customer records in Intacct.

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