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Sales invoices without customer tax zone

  • 6 November 2023
  • 4 replies
  • 54 views

Userlevel 1

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

 

 

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Best answer by Laura02 6 November 2023, 15:43

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Userlevel 7
Badge +16

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. 

 

Userlevel 7
Badge +12

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

 

Badge +18

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

Userlevel 7
Badge +16

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. 

 

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