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Will changing the which sales rep an invoice is assigned to create duplicate transactions?

Overview

Your invoices in NetSuite are assigned to a sales rep and you need to change who that is assigned to, but want to make sure this change won't create a duplicate transaction.

Environment

NetSuite OneWorld

Resolution

  • Changing the sales rep assigned to the invoice should not create a new transaction.

    • However, since this is a change to the invoice, NetSuite will reach out to AvaTax for a GetTax call.

    • If you do not wish for this to call out when changing the sales rep, please take the AVATAX tax code off of the invoice prior to reassigning it.