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tax zone on customer file

  • January 10, 2023
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Jr Varsity III
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Hi,

I trying to create a GI to just show customer ID and the tax zone. I know I have to include the location table so I can pull the tax zone however I only want to see customer ID and tax zone not all the locations as well. Is there a way to do this?

 

Best answer by BenjaminCrisman

Hi @mna10! This is already available in the Customer Locations GI, screenID AR3030P1. It shows each location but you can set a condition to see only the MAIN locations, have you already tried this?

 

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    BenjaminCrisman
    Acumatica Employee
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    Hi @mna10! This is already available in the Customer Locations GI, screenID AR3030P1. It shows each location but you can set a condition to see only the MAIN locations, have you already tried this?

     

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      brendan91
      Semi-Pro III
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      • brendan91
      • Semi-Pro III
      • January 10, 2023

      @mna10 

      You could also use location.IsDefault=TRUE as well in the event that main is not always your default location.

       

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        DavidEichner
        Captain II
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        I have attached a sample GI you can import.  The field you want in the Location table is the CTaxZoneID field.  Condition for Location ID = MAIN

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        David Eichner, CPA - If I helped you, please *Like* my post/reply. If I provided an answer to your question, please mark it as *Best Answer*.
          Jr Varsity III
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          • mna10
          • Author
          • Jr Varsity III
          • January 10, 2023

          Thank you all so much! I should have tried the condition = MAIN first but didn't think of that. That worked for me.

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