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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Can't change custo...
Small and medium business | Business Central, N...
Answered

Can't change customer "Tax Area Code" Seems to default go back to business tax area

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Posted on by AshleyWestmark 6

Setting up a new company, so I ran down the Assisted setup and made my Sales tax as one of many of the options. 

I then decided to make jurisdictions, and New  Tax area codes as I only have a few in my area to deal with VS paying for a extension,  all looks good.

But then I go to make a new Customer card.... I can select my new Tax area code and it looks good. but then after about a min or so it always defaults to my business tax rate area and my old Tax area code. 
EEERRRR 

I feel like there is some sort of automation running and doing this as it saves the card but if I wait long enough the customer card sometimes errors out as the data has changed in the back end. 

I suspect templates should be before hand not after the fact. 

If I change the Tax area code, it saves, then I go and add some other info... and then BAM I get this because the system has change the tax area code I refresh and sure enough it's changed. 

The page has an error. f5 to undo the change, or correct the error.
Sorry, we just updated this page. Reopen it, and try again.


I feel like the Assisted setup code is still running changing my customer tax rate info.  BUT why and how do I stop it.. but maybe I'm missing something else.  
Thx for the help
Categories:
Business Central
  • Suggested answer
    AshleyWestmark Profile Picture
    AshleyWestmark 6 on at
    RE: Can't change customer "Tax Area Code" Seems to default go back to business tax area

    Learned a lot today....

    for anyone else in the future   look into   "Job Queue Entries"     I think I knew what I was hoping to find just wasn't educated enough to find "JOB queue Entries"

    I had a Report ∙ 10326 ∙ Assign Tax Area to Customer    That unfortunately was set to force the tax option, I'm about 99.9 % sure it came from the automated setup, but I don't think the assisted setup can change it.  "Bug" ?   So because the tax area code was set but it was setup with no city filters so ALL cities were applied to... good and bad but yeah.

    Which brings up a another Q is a job a good idea - option for setting tax rates...  I'm thinking maybe but maybe not.  

  • AshleyWestmark Profile Picture
    AshleyWestmark 6 on at
    RE: Can't change customer "Tax Area Code" Seems to default go back to business tax area

    I should say I am new to BS, but I have looked literally everywhere.. my setup is about as basic as it gets.

    Even ruining the business setup again for tax and removing a tax rate... still wants to default every new customer to the old value.

    I did try a sales Quote and it let me pick a different rate.. oddly enough.

    I did go in and change the name of the Tax Area code and interestingly the name can be changed but it still reverts back to the old name.   which technically isn't in the area code list.

    I then tried deleting the Tax area code and is now gone.   But it STILL defaults to the old value...    So this Tax area code is coming from somewhere based on Business setup I think.

    I also noticed that Tax liable is also hard coded on.. can't turn it off at all.

    As far as I can tell the automated setup has created some sort of workflow to add tax value but I can't seem to find it. :(   UGH

  • Verified answer
    DAnny3211 Profile Picture
    DAnny3211 9,272 Super User 2024 Season 1 on at
    RE: Can't change customer "Tax Area Code" Seems to default go back to business tax area

    hi

    It sounds like there might be some automated processes or default settings that are affecting the tax area codes on your customer card. Here are a few steps you could take to troubleshoot the issue:

    Double-check the settings in the Assisted Setup to ensure that you have selected the correct tax area codes and that any default settings are set up correctly.

    Check your customer card templates to see if there are any default tax area codes set up there. If so, you may need to update the template to reflect your new tax area codes.

    Check any automation rules or workflows you have set up to see if they are automatically changing the tax area code on the customer card. If so, you may need to adjust the rules or workflows to reflect your new tax area codes.

    Check with your system administrator or technical support team to see if there are any known issues or bugs related to the tax area codes in your version of Business Central. They may be able to provide additional guidance or support.

    Overall, it's important to ensure that all of your settings, templates, and automation rules are aligned with your desired tax area codes to avoid any errors or issues.

    DAniele

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