In D365 FO, for a customer or vendor, in the Invoice and delivery section, you can enter a tax exempt number. Before you can do so, you must manually set up the tax exempt number.
In Data entry workflow, you can setup a data entry workflow template to create a customer or a vendor. For a data entry step in this template, you can select the Tax exempt number field.
When a data entry workflow is started, on data entry, you can enter any tax exempt number.
On transfer to target, if the entered tax exempt number:
Related to | Notes |
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Edit step fields - Data entry |
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Do workflow task |
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