Business Use Case
Users using OneWorld Account may have different Subsidiaries with separate legal entities that uses different VAT Numbers. Users can follow either of the two options below and choose what works best for them.
Options:
A. Create a Custom List that will contain default Values for Different Subsidiaries
1. Navigate to Customization > Lists, Records, & Fields > Lists > New.
2. Set the following fields:
Name = Subsidiary VAT Number
Show Options
Values: (should contain the VAT Numbers for different Subsidiaries)
Example only
---- 123456789
---- 987654321
---- 567890123
---- 456701234
3. Navigate to Customization > Lists, Records, & Fields > Transaction Body Fields > New.
4. Set the following Fields:
Label: VAT Number List
Store Value=T
Type = List/Record
List/Record = Subsidiary VAT Number (as created in step A-1)
Applies to tab
ü Sale
Display Tab
Subtab = can be on Main or if user have a dedicated Tax tab, please choose it here
Display Type = Normal
5.Click Save & Apply to Forms.
6.Choose the Forms this field will show. Mark the Show check box and the Print.
7.Rename the Label like "VAT Number". Click Save.
8.To verify if the Field is working, navigate to Transactions > Sales > Create Invoices.
9.Subsidiary VAT Number field list should be reflected. Choose a VAT Number.
10. Select the mandatory Fields and choose any Item. Click Save. Click the Print Icon.
The VAT Number should now appear on the printed form.
B. Create Custom Fields per VAT Number and apply them to the Forms used for each Subsidiary
1. Navigate to Customization> Lists, Records, & Fields > Transaction Body Fields > New.
Enter the following Fields:
Label: VAT Number
Store Value=T
Applies To tab
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 on the specific Subsidiary Transaction Forms and the Print box. 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.
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.
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