When using Account Tax Schemes and the Tax Registration Status to calculate taxes, you may want to prevent users from invoicing a customer before accounting has reviewed the appropriate tax scheme for the customer. To do this, you must have already configured the Tax Registration Status and Account Tax Schemes.
To prevent users from invoicing an account with a Tax Registration Status that was not reviewed:
- Click the Tax Configuration link from the Main Menu. The Tax Configuration screen opens.
- Set the Tax Registration Status drop-down to blank.
- Click OK. This results in all newly created accounts assigned to a blank Tax Registration status.
- Click the Organization Parameters link from the Main Menu. The Organization Parameters screen opens.
- Locate organization parameter AA (application) 898 (code).
- Right-click and select Edit. The Edit Organization Parameter screen opens.
- Enter Y into the Value field.
- Click OK.
Once configured, when a user attempts to invoice an order for an account that was not reviewed by accounting, the user receives a message that the account has an invalid tax registration status and the user cannot complete the invoice process.
Comments
4 comments
How does the AR department mark the account as validated?
0 upvotes
Hi Karin,
Do you have the field "Tax Registration Status" displayed on your A/R Demographics screen?
0 upvotes
sure, and active when agreed and vat ids proven correctly.
But is that the trigger to do the Un-ban, or is there something else needed - i sthe unbanning automated and if so, how
0 upvotes
Hi Karin,
Once you set the Tax Registration Status field to Active, then you are able to invoice the order. There isn't any standard functionality that automates this field but it can be automated via a technical services engagement to validate the tax ID against the appropriate publicly available service.
Thanks,
Maggie
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