Tax exempt numbers in a data entry workflow

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In D365 F&SCM, 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:

  • Exists, this number is used.

  • Does not exist, it is automatically created.