Dynamics Sales Professional - Product VAT set up

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It's my first time here, so please be gentle...

I'm configuring an install of Sales Professional for a client, however I've hit a bit of a brick wall when it comes to configuring the VAT status of products.

What is the recommended approach of setting products up in this way? If I add a product directly to a Quote/Order I have the option to override the pricing and manually a 'Tax' amount as a currency value, but that's all I can see? I was expecting to be able to set up each product with a 'Tax Status', and have a 'Tax Status' entity containing different tax %'s.

I'm beginning to think that I'm going to have to create something bespoke in the system to implement such functionality, but there must be something built-in that I'm missing? We've got the ability to create Invoices direct from the application, I don't believe that Microsoft would build such functionality without considering the tax inplications of the Sales process.

Any help would be greatly received!

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RudyZhang Microsoft Employee on at

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Hi,

Do you use your /Dynamics Sales Professional/ with other products (e.g. Dynamics 365 Business Central) or separately?

We searched the official Microsoft documentation about VAT for basic Dynamics 365 Business Central scope.

If your situation doesn't match what I described above, would it be convenient for you to provide more information about this requirement? For example screenshots of you using the product. This will help us to better understand your requirements and come up with a more effective solution.

In addition, we have found /Dynamic VAT/ in Microsoft AppSource for Dynamics 365 sales products, which we hope will help you.

The link is as follows
https://appsource.microsoft.com/en-us/product/dynamics-365/dynamicobjectssarl.dynamicvat

I hope my answer is helpful to you! If you have any other questions, please feel free to contact me.

Best Regards,
Rudy Zhang

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