How to change the source list of customer and vendor for INF A and INF B ?

Owned by Jhelver Layderos
Last updated: Feb 06, 2023
1 min read

This functionality is available on version 1.8.9 onwards.

There could be instances where the customer and vendor reported in INF A and INF B of the VAT Return, respectively, may come from a different source other than the default.

The lists of customers and vendors to check are dependent on the saved search assigned in the localization settings under Sales (custrecord_sta_ee_vat_report__sales) and Purchase (custrecord_sta_ee_vat_report__purchase) saved searches.

 

Example

The default list of vendors is coming from the “Vendor: Internal ID” field. If for example, you would want to use a different source, you may:

  1. (a) Select a different field; or (b) use a formula (text) field, that will provide the internal ID of the vendor record.

  2. Make sure that the Custom Label is not changed. For INF B, use “Vendor”; for INF A, use “Customer”.

The same field or formula will be used as a filter when getting the list of vendors that met the threshold criteria.

If you are using a custom formula field, there is a 496,032-character limit.

Contact support@staria.com for questions or concern regarding this SuiteApp.