Skip to main content
Solved

Automating the Customer Tax Zone ID field

  • December 5, 2022
  • 3 replies
  • 120 views
brendan91
Semi-Pro III
Forum|alt.badge.img+1

Anybody have any ideas on how this field (CTaxZoneID) can be populated based on certain conditions on the customer or customer location screen?

I’ve tried managing this through the workflow engine, but the necessary fields from the DefAddress or DefLocationAddress tables are not available when trying to customize AR303000 or AR303020.

Can field updates be based off a GI like in Business Events? 

Best answer by Naveen Boga

Hi @brendan91  It requires customization, I don’t we can do this from workflow steps.

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

3 replies

brendan91
Semi-Pro III
Forum|alt.badge.img+1
  • brendan91
  • Author
  • Semi-Pro III
  • 92 replies
  • December 5, 2022

I should state what exactly I want to do:

I want the CTaxZoneID field to be populated for customers with the customer class of “Retail” and a region/state of “Maine” to be “taxable” and everyone else should be “Non-taxable”

Naveen Boga
Captain II
Forum|alt.badge.img+19
  • Naveen Boga
  • Captain II
  • 3404 replies
  • Answer
  • December 6, 2022

Hi @brendan91  It requires customization, I don’t we can do this from workflow steps.

Naveen B - Acumatica MVP 🏆 | Independent Developer for Hire 🚀 ⏩ https://www.linkedin.com/in/boga-naveen-kumar-54079a66/
brendan91
Chris Hackett
2 people like this
  • brendan91
    brendan91
  • Chris Hackett
    Chris Hackett
brendan91
Semi-Pro III
Forum|alt.badge.img+1
  • brendan91
  • Author
  • Semi-Pro III
  • 92 replies
  • December 14, 2022

@Naveen Boga After some research, I believe I can get this working with an import scenario using a GI as a data source and a business event trigger. Such a helpful Acumatica tool.

Reply


Most helpful members this week

Terms & ConditionsCookie settings

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
About Acumatica ERP system
Acumatica Cloud ERP provides the best business management solution for transforming your company to thrive in the new digital economy. Built on a future-proof platform with open architecture for rapid integrations, scalability, and ease of use, Acumatica delivers unparalleled value to small and midmarket organizations. Connected Business. Delivered.
© 2008 — 2024  Acumatica, Inc. All rights reserved