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Question regarding Item VAT group within a PO line item

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Posted on by SakthyM

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Hello experts,

Scenario : The users in our org. fills the required details in a purchase order. They need to enter Item VAT group under Setup for each line item. It is observed that sometimes this field gets missed out (mostly if there are many line items)

Is there a way where D365 could give a warning if this field is empty? (preferably without customization)

We also have items under released products where this Item VAT group are pre-defined. So, they are already taken care.

My question above is for all the other items/services where the Item VAT group has to be entered manually.

- I am aware that personalization is an option (making this field mandatory). But am I looking for a better option.

- I found this field (validate completeness of tax group) under purchase ledger parameters > ledger and VAT > VAT. Tried a PO with this enabled field. But strangely the system did not give a warning or error. The PO could be approved and confirmed

Appreciate your suggestions! Thanks in advance

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Dynamics 365 Finance

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Adis 6,597 Super User 2026 Season 1 on at

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Hey,

What you could do is to personalize this field as mandatory and publish the view to all roles using form.

This approach doesnt come without drawbacks, however, there is no customization necessary.

Drawbacks are:

when creating a new role in this process, you need to re-publish the view

users can still use their created view, if you dont delete it before publishing the new view

users can still change back to the standard view, where the field is not mandatory and create their own view without this field being mandatory

Kind regards, Adis

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SakthyM 107 on at

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Hi Adis,

Thanks for your reply.

As I mentioned in my post already, personalization is the last resort. I was curious if there were other options available.

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H.M.Burhan 390 Super User 2026 Season 1 on at

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Hi @SakthyM,

As you are already aware of the parameter “Validate completeness of tax group.” However, it works only when the user posts the invoice. I have attached the screenshot for your reference.

If the Sales Tax Group and Item Sales Tax Group are not specified, the system generates the following error when attempting to post the invoice.

Cheers,

Burhan

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Adis 6,597 Super User 2026 Season 1 on at

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Hey @SakthyM,

Sorry, I ve overread that...

I am not sure if this also applies to your case, but you could try to use these parameters

Kind regards, Adis

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Paolo Cecchelli 610 on at

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Hi,

I think the correct parametr is this one "Check sales tax code" in GL parameters:

With that set to "Error" or "Warning", if you try to post put on the line an incorrect Sales tax group and Item sales tax group comnbination it will throw you an eror/warning when you insert the line:

Instead if you try to post an invoice without the Sales tax group or item sales tax group will stop the posting with an error:

Hope it helps

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SakthyM 107 on at

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Hi all, Thanks for your suggestions. I checked all of them. Realized that I missed to put a point : we have enabled workflow. Thus I do not see any errors till the PO is approved/confirmed.

My intention was to check if the system can alert the user at a purchase order level submission itself. (Rather than at a invoice level)

@Paolo Cecchelli Thanks for your first suggestion. But I am still looking at a empty Item VAT field alert at a PO level.

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Giorgio Bonacorsi 2,071 on at

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Hello,

The others members have already given good answer concerning the validation of items sales tax group. ;-)

I've just two additional points:

1) About the workflow: you can use the connector tied the conditional decision to decide which patch following in case of empty items sales tax group:

- Items template: You can prevent the issue from the Items master data creation, using the items template.

This is nothing more that a template created by saving existing items. You can do a template for the service, one for raw materials, etc..

The item's configuration saved as template include overall config (thus including even items sales tax group).

When you create an new items from the template, the configuration will be inherited automatically.

Good luck,

Giorgio

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Syed Haris Shah 1,566 Super User 2026 Season 1 on at

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Hi @SakthyM,

Unfortunately, this requirement can’t be achieved using standard OOB functionality in D365 F&SCM. There is no parameter to make the Item sales tax group mandatory at PO line level. To enforce this, a small extension with validation is needed.

As a practical improvement, I’d also recommend placing the Item sales tax group field next to the Item number on the PO line. This way, when users select an item, they immediately see and maintain the tax group, which significantly reduces the chance of it being missed.

If you find this answer helpful, please consider verifying the answer. 👍

Regards,

Syed Haris Shah

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Syed Haris Shah 1,566 Super User 2026 Season 1 on at

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Hi @SakthyM,

If you have any updates, please share them here.

Regards,

Syed Haris Shah

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