Setting EC-DUMMY-FI Tax Code on Foreign Customers Records
The automatic VAT code selection feature is applicable to all European Community customers that are foreign customers of the respective subsidiary. For example, for Finland it would be customers located in Sweden, Norway and so on. Before using this feature, the created tax code placeholder must be set on all such customer records.
To set EC-DUMMY-FI by using mass update:
-
Go to Lists > Mass Update > Mass Updates > General Updates > Customer.
-
On the Criteria subtab, do the following:
-
From the Filter list, select the first filter criterion: Primary Subsidiary. A popup window opens.
-
Review that the Primary Subsidiary field displays the value any of.
-
Select the applicable subsidiary, and then click Set.
-
From the Filter list, select the next filter criterion: Country. A popup window opens.
-
From the Country list, select none of.
-
In the text box, enter Finland, and then click Set.
-
-
On the Mass Update Fields subtab, check the Tax Item box, and select EC-DUMMY-FI.
-
Click the Preview button.
-
Review the records displayed and click Perform Update.
Another way to set the required dummy VAT code is to open a customer record and set it manually in the Tax Item field on the Financial subtab.
To set the dummy VAT code in a Customer record:
-
Go to Lists > Relationships > Customers and click Edit on a selected customer.
-
On the Financial subtab, select EC-DUMMY-FI from the Tax Item dropdown list.
-
Click Save.