My client assigns customers to different Tax Groups, depending on their location.

The client wants their users to be forced to visit the Tax Group field if the default is blank, similar to the Account Set, Billing Cycle and Term fields.

Right now, it's too easy, when creating an invoice, for the Tax Group to be populated with a default that results in the incorrect tax being calculated. This has resulted in lots of customer complaints and crediting/re-billing.

Thanks

Steve

I have clients that have requested the same thing, the Tax Group is too often forgotten on the "Invoicing". We can set a default in Company Profile but that promotes the same issue that users don't think of changing it. A prompt that the Tax Group and Type have to be entered would definitely be better.

Hello Steve and Vickie,

In the Receivables 9.3B (2022.07.08) Upgrade just released, this change has been made:
A new company profile option 'Tax group verification' will give an error when attempting to save a customer master record with a blank tax group value. This option does not affect the tax group value on ShipTo Address records.