Hi Monique,

Even though in the SalesCQ sample data, the AR Tax Table selection is set to 'Adagio Invoicing', I wouldn't expect that this would influence the tax table and status selected for new Quotes for a Prospect. As you only have OE, then AR will always set customer tax statuses based on the OE tax tables.

There is something currently under investigation with setting Tax Statuses on Prospects, which has happened to ine person but not another. This is why we asked in the previous post whether you run into the same problem if you first Edit or View a Customer before looking at the Prospect record and the saved tax group and status. Could you let us know the result here? Thanks!