The Tax Item on a Customer Record Do Not Populate on Sales Order

Tax Code field is not automatically populated based on Tax Item from Customer records on the Sales Order Solution Check if the entity’s Tax Item is from the same country as the entity’s “default” Nexus, which is based on the entity’s Default Shipping Address and the Nexuses set up on the entity’s Subsidiary. To Illustrate: 1.  Subsidiary includes both France and Switzerland as Nexus 2.  Customer record has: Default Shipping: Switzerland Tax Item: Z-FR (France Nexus) 3. Create Sales… Continue reading The Tax Item on a Customer Record Do Not Populate on Sales Order

Proposal For Customer Tax Item Setup

Proposal Summary  This proposal outlines the development of an improved Customer Tax Item setup for Growire Group. The primary objective is to enhance their customer tax process. The proposed solution focuses on creating a custom record for Tax Code Mapping, which involves associating tax items with countries and setting up tax items in customer records. … Continue reading Proposal For Customer Tax Item Setup