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Question regarding Item VAT group within a PO line item

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

Categories:

Dynamics 365 Finance

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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