You have a customer with an exemption that should only apply on certain sales based on the purchase order (PO) or invoice.
- Add the invoice or PO number to the certificate:
- Open the certificate > Details tab "PO Numbers" click +Add PO Number > type PO or Invoice number > click +Add PO Number
- In Validation > check Single Use > Click ) > type PO or Invoice in Certificate PO Numbers
- Once the certificate is updated in the Admin Console (Queue API Resend to send or wait for automatic send) we will only exempt a sale with that number listed as the PO or the DocCode
Note: If the customer has another exemption for the same state, we will make the transaction exempt using that certificate when the PO or DocCode does not match the PO Number.