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Question

Custom field for the customer VAT number

  • December 13, 2023
  • 2 replies
  • 79 views
T
Freshman I
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A European client requested our invoices display their VAT number. So far we have two questions:

    1. Where do we store the VAT number? A custom field I assume.
    
    2. How/where do we expose the VAT for maintenance? The Customer form I assume.
    
We are searching for suggestions about an approach/implementation for this request.

Thanks for help and ideas. As you can tell, we are learning Acumatica as we go.


Tom Morris

Tom Morris

2 replies

Robert Sternberg
Captain II
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Have you considered the Tax Registration ID field?

 

 

Robert Sternberg, Crestwood Associates -- If a community member helped you, please *Like* their post/reply. If they provided an answer to your question, please mark it as *Best Answer*.
Vignesh Ponnusamy
Chris Hackett
Robert Sternberg
Captain II
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Alternative approaches:

Customization:

Add a VAT Identifier field with a customization project (this can be code or low-code, no-code)

OOTB:

Option 1: Use a Customer Attribute of VAT Identifier. 

Option 2: Use a User-Defined Field to store VAT Identifier. 

Robert Sternberg, Crestwood Associates -- If a community member helped you, please *Like* their post/reply. If they provided an answer to your question, please mark it as *Best Answer*.
Vignesh Ponnusamy
Chris Hackett
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