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Answer

tax zone on customer file

  • January 10, 2023
  • 4 replies
  • 117 views
M
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?

 

    4 replies

    BenjaminCrisman
    Acumatica Employee
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    • BenjaminCrisman
    • Acumatica Support Team
    • Answer
    • January 10, 2023

    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?

     

    brendan91
    Chris Hackett
    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.

     

    BenjaminCrisman
    M
    Chris Hackett
    DavidEichner
    Captain II
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    • DavidEichner
    • Captain II
    • January 10, 2023

    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*.
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    Chris Hackett
    M
    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.

    Chris Hackett
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