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 Order or Invoice with the following:
- Customer: From step 2
- Item: Taxable Item
Tax Code field is now automatically populated with customer’s Tax Item: Z-FR (France Nexus).