TAX Exempt Number- Editing from Customer form

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Posted on by Ramit Paul

22,572 Most Valuable Professional

Hello,

How Could I change or add TAX Exempt Number for Customer, this is grayed out in the Customer form ( Even I have the System Admin Access)

2477.Tax.PNG

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Financial Management

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Ramit Paul 22,572 Most Valuable Professional on at

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RE: TAX Exempt Number- Editing from Customer form

Let’s click on any customer

Then from the General Tab of the customer right click and select ‘personalize: General’

Now the Pop Up will come as below and select ‘Add a field’

Now you will have the form called ‘Insert Fields’ shared right hand side below.

Select the ‘Tax Exempt Number’ option and click ‘ok’

It will allow us to edit the form with having the right access.
Ludwig Reinhard Microsoft Employee on at

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RE: TAX Exempt Number- Editing from Customer form

Hi, can you share details of what you did? Would be great if you could share this with the community.

Thanks

Ludwig
Ramit Paul 22,572 Most Valuable Professional on at

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RE: TAX Exempt Number- Editing from Customer form

Okay, this is now closed, in our environment this is grayed out, however as per the standard one, it is editable.

We have now edited this by an workaround, anyone need going forward can reach out to me in future.
Ramit Paul 22,572 Most Valuable Professional on at

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RE: TAX Exempt Number- Editing from Customer form

That is Tax exempt numbers search I can see from my screen, let me know if you see anything different.
nmaenpaa 101,158 Moderator on at

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RE: TAX Exempt Number- Editing from Customer form

In the top navigation bar you have button "Tax exempt numbers". Did you try that?