Answered

Sales Tax \ VAT

(0) Share

Report

Posted on by hvanloggerenberg@sc...

I am using Dynamics 365 CE. I want the clients VAT number to be displayed on the quotation template. I managed to add a VAT number input box on the Accounts form. But are unable to get it to display on the quote. Please help.

Categories:

Predictive Lead Scoring

All responses (4)

Answers (1)

hvanloggerenberg@sc... 26 on at

Like (0)

Report

Sales Tax \ VAT

Thank you very much for the help. It worked.
hvanloggerenberg@sc... 26 on at

Like (0)

Report

Sales Tax \ VAT

I will test this solution. The VAT number have to be displayed on the Word template, not just on the quote in Dynamics 365.
hvanloggerenberg@sc... 26 on at

Like (0)

Report

Sales Tax \ VAT

Thank you very much.
Verified answer

Dengliang Li Microsoft Employee on at

Like (0)

Report

Sales Tax \ VAT

Hi,

You can add the Quick View component to the Quote form to display field information for the Account entity.

In the account card quick view form, add the VAT field.

In this way, the VAT field will be visible in the quote.

If my answer was helpful, please click Like, and if it solved your problem, please mark it as verified to help other community members find more.
If you have further questions, please feel free to contact me .

Best Regards,
Dengliang Li