Include VAT Number on Printed Transaction Forms

Business Use Case

Print VAT Number on Transaction Forms to claim Input and Output VAT

Solution:

Users need to create a Custom Field that defaults to the VAT Number of the Company.

1.    Navigate to Customization> Lists, Records, & Fields > Transaction Body Fields>New.

Enter the following Fields:

 

Label: VAT Number

Store Value=T

 

Applies To tab

Mark the boxes

ü  Sale

 

Display Tab

 

Subtab = can be on Main or if user have a dedicated Tax tab, please choose it here

Display Type = Inline Text

 

Validation & Defaulting tab

 

Default Value = 1234567890 (example only)

 

2.    Click Save & Apply to Forms.

3.    Choose the Forms this field will show. Mark the Show check box and the Print. Click Save.

4.    To verify if the Field is working, navigate to Transactions > Sales > Create Invoices.

5.    VAT Number field should be reflected which is an Inline Text that cannot be changed

6.    Select the mandatory Fields and choose any Item. Click Save. Click the Print Icon.

The VAT Number should now appear on the printed form.

Further Customization can be done on the Form to move the field to a different portion. Please feel free to contact the Customization Team for further Assistance.

Enhancement 117338 has been logged to print the VAT Number on Invoices.