Skip to main content
Solved

Sales invoices without customer tax zone


Is there a way to prevent invoices being created without a customer tax zone?

 

 

Best answer by Laura02

Hello @pcraske31 ,

I recommend checking the box “Tax Zone Required “ in Customer Class screen. Then identify and update existing customers who are missing tax zone.

These two changes will solve the problem without customization.

Laura

View original
Did this topic help you find an answer to your question?

4 replies

Kandy Beatty
Captain II
Forum|alt.badge.img+16
  • Captain II
  • 2183 replies
  • November 6, 2023

HI @pcraske31 

Does the customer have a Tax Zone assigned to them? That will carry over to the Sales Order and to the invoice, but currently that is not a required field so users can delete it.

You could create a customization for that or the other option would be a business event to trigger a notification if the order does not have a tax zone. 

 


dcomerford
Captain I
Forum|alt.badge.img+15
  • Captain I
  • 596 replies
  • November 6, 2023

Need a customisation to make field required but very straight forward. Need to change the attrbutes of the field to make it required . Attached is pacakge

 


Laura02
Captain II
Forum|alt.badge.img+19
  • Captain II
  • 3135 replies
  • Answer
  • November 6, 2023

Hello @pcraske31 ,

I recommend checking the box “Tax Zone Required “ in Customer Class screen. Then identify and update existing customers who are missing tax zone.

These two changes will solve the problem without customization.

Laura


Kandy Beatty
Captain II
Forum|alt.badge.img+16
  • Captain II
  • 2183 replies
  • November 6, 2023
Laura02 wrote:

Hello @pcraske31 ,

I recommend checking the box “Tax Zone Required “ in Customer Class screen. Then identify and update existing customers who are missing tax zone.

These two changes will solve the problem without customization.

Laura

This is a good suggestion as well, however, it still will allow users to change the taxzone and/or delete it. They can also disable automatic taxes. 

 


Reply


Cookie policy

We use cookies to enhance and personalize your experience. If you accept you agree to our full cookie policy. Learn more about our cookies.

 
Cookie settings