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Finance | Project Operations, Human Resources, ...
Suggested Answer

Displaying Customer Tax Registration number in Invoice journal form

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Posted on by 40

Hi Everyone,

Is it possible to customise  the display screen of invoice journal to show the customer Tax Registration number? Could you also please indicate the table in which this field is stored in the database. I am trying to build an excel view to show customer name, invoice/credit note number & value and tax registration number.  Thanks.

I have the same question (0)
  • Suggested answer
    Mea_ Profile Picture
    60,286 on at

    You can create a display method or add real column and populate it during posting. msdynamicsxx2012.blogspot.com/.../query-to-get-tax-registration-number-by.html

  • Suggested answer
    Ludwig Reinhard Profile Picture
    Microsoft Employee on at

    Hi icarus777,

    You can personalize and add the tax exempt number into the invoice journal form.

    The tax registration number does not seem to be among the fields that can be personalized into the form but require some coding.

    Before making this code adjustment, can you let us know why this is needed and how often do you need that export?

    If this is a one time requirement you might be faster exporting the invoice journal data and then adding the tax registration number by making use of a vlookup in Excel.

    Best regards,

    Ludwig

  • icarus777 Profile Picture
    40 on at

    A report, with Tax registration number, is required for submission to Tax Authority on a monthly basis.

  • icarus777 Profile Picture
    40 on at

    @ievgen Miroshnikov

    Thanks for the valuable response. Could you kindly elaborate on the creation of display method.

  • Ludwig Reinhard Profile Picture
    Microsoft Employee on at

    Hi icarus777,

    For which country/region do you have this requirement?

    Best regards,

    Ludwig

  • Suggested answer
    SouravDam Profile Picture
    11,732 on at

    Hello icarus777,

    Kindly check with the developer if this can be fetched from the EnterpriseTaxRegistrationNumber table and provide your feedback here.

    Also check in below link if this is helping anything.

    https://msdynamicsxx2012.blogspot.com/2016/01/query-to-get-tax-registration-number-by.html

    Best regards,
    Sourav Dam

    Kindly mark this thread 'Yes' if this is answered your query which may help other community members in this forum.

  • icarus777 Profile Picture
    40 on at

    Hi Ludwig,  this is for a user in central africa.

  • icarus777 Profile Picture
    40 on at

    Hi Sourav,

    Just to clarify, what we are looking for is the field CUSTOMER TAX REGISTRATION NUMBER captured through the customer addresses form. Thanks,

  • Suggested answer
    Ludwig Reinhard Profile Picture
    Microsoft Employee on at

    Hi icarus777,

    Displaying the number might not be that easy because you have some freedom in how this number is setup and classified. Depending on the registration type multiple numbers could be setup and you have to select which one to use.

    You will definitely need a developer's help for that.

    Best regards,

    Ludwig

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