Navigate to Lists > Relationships > Customers > New
Customer VAT Status Suggestion
When enabled, this feature will suggest the option to choose for the [STA] HU CUSTOMER VAT STATUS field.
The message will be displayed upon save of a customer record where [STA] HU CUSTOMER VAT STATUS is blank or incorrect based on the following decision tree:
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Customer Tax Number Fields Sourcing
Identify the source of Customer VAT number.
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Option | Description |
DISABLED | The customer does not have a preferred field to keep the tax number and would prefer to fill-out the tax number manually.
The customer will use the tax number fields provided by the suiteapp.
[STA] HU Customer Tax Number [STA] Customer Group Tax Number [STA] HU Community VAT Number [STA] HU Third State Tax ID
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Single Source Field | The customer record uses a single field to store the tax number regardless of the customer VAT Status.
The suiteapp will automatically determine the correct tax field to use based on Decision Tree 2. |
Multiple Source Field | The customer uses multiple fields to keep tax numbers for each tax status. |
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