Sage Intacct Sync Error relates to problems with a sequence of records in your accounting solution. The sequence must be correct to facilitate the sync. You cannot receive a payment before issuing a receipt or recording a deferred revenue.
But don't worry, there's an easy fix! Just head into your Intacct account and create the same payment term that's listed on the troublesome invoice. Make sure you type it in perfectly matching - don't try to abbreviate or modify it at all. Once that payment term exists as an active option in Intacct, the sync error should be resolved for that invoice.
The Error Explained
You may encounter this error when attempting to sync a receivables invoice to Intacct:
Invoice [X] cannot be created in Intacct: Could not retrieve the Sequence record!
Root Cause
This error occurs because the payment terms specified on the invoice you’re trying to sync don’t match any of the active payment term records in your Intacct company.
Intacct requires that all payment terms used on transactions exactly match payment term records that already exist in the system.
Troubleshooting Steps
1. Identify the Payment Terms
First, locate the payment terms on the invoice that are failing to sync. For example, the terms may be “Net 30” or “2% 10 Net 30.”
2. Check Intacct Payment Terms
Next, log into your Intacct company and go to Setup > Payment Terms. See if the payment terms from the invoice already exist as an active record.
3. Create Missing Payment Terms
If the payment terms are not found, you’ll need to create a new payment term record matching exactly what is on the invoice:
- Go to Setup > Payment Terms
- Click New
- Enter a Name matching the invoice terms
- Fill out any other required fields based on the terms
- Save the new record
4. Reattempt Invoice Sync
After creating the matching payment term record, go back and try syncing the invoice again. It should now succeed since Intacct has the required payment terms available. This should resolve the invoice sync error in Sage Intacct.
Preventing Future Occurrences
While creating ad-hoc payment terms fixes the immediate issue, it’s better to standardize common terms across all your systems. Periodically review payment terms in use and ensure they are unified in both your accounting software and Intacct
Also, Read -> Resolution Guide for Synchronization Error in Sage Intacct
Summary
The “Could not retrieve Sequence record” error points to missing payment term records in your Intacct environment. Creating the payment terms used on each problematic invoice resolves the sync issue. Maintaining consistent terms long-term reduces future errors.
Here are some FAQs for "Sage Intacct Sync Error: Invoice [X] Cannot Be Created"
Q. What causes the “Invoice [X] cannot be created in Intacct: Could not retrieve the Sequence record!” error?
This error occurs when the payment terms specified on the invoice you are trying to sync to Intacct do not match any of the active payment term records set up in your Intacct company.
Q. Why does Intacct require an exact payment term match?
Intacct is designed to maintain strict data integrity. Payment terms are a core aspect of accounts receivable and must be properly configured in Intacct for transactions to sync correctly.
Q. How can I fix this error for a particular invoice?
The solution is to create a new payment term record in Intacct that exactly matches the payment terms stated on the invoice that failed to sync. Once that matching record exists, you should be able to successfully sync the invoice.
What are the steps to create a new payment term in Intacct?
- Log into your Intacct company
- Go to Setup > Payment Terms
- Click New
- Enter a Name field matching the invoice terms
- Fill out any other required fields per the terms
- Save the new record
Q. Is creating one-off payment terms a long-term solution?
While creating payment terms ad-hoc resolves the immediate sync error, it’s not an ideal long-term approach. It’s better to standardize common payment terms used across your different systems to prevent future sync issues.
Q. How can I prevent this error from occurring again?
Periodically review the payment terms used on your receivables transactions and invoices. Ensure that all commonly used terms exist as active records in your Intacct environment. Standardizing terms reduces mapping errors.
