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To create a customer record navigate to Lists > Relationships > Customers > New.
To edit a customer record navigate to Lists > Relationships > Customers. Find the customer and click the Edit button.
Mandatory Information for NAV Reporting
The following information are required when sending invoices to NAV.
Company Name
Primary Billing Address
VAT Status
VAT Number
Customer VAT Status Suggestion
The user can select the VAT status manually or let the Staria Hungary Localization SuiteApp suggest the correct VAT status when saving the customer record.
When the Enable Customer VAT Status preference is 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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Entering Tax Number
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Identify the source of Customer VAT number.
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Option
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Description
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DISABLED
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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
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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.
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Multiple Source Field
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The customer uses multiple fields to keep tax numbers for each tax status.
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/ VAT Number information
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Please work with your Implementation consultant to identify which field is being used to save the tax number and/or the VAT number. |
The default field used is the TAX REG. NUMBER field {vatregnumber}.
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This works hand in hand with the Customer Tax Number Field Sourcing preference found in the Hungary Localization Settings record. |
Preferences
To print the invoice / credit memo in Hungarian Language, you need to set the customer preferred language to Hungary.
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