How to (dis)able duplicate check on Tax Exempt Numbers (VATs) in Dynamics 365 F&O?

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Posted on by V_K

The question is simple like the scenario - trying to import a "main" customer and "sub" (delivery) customers with the same VAT numbers. For one of the legal entities I get an error that the Tax exempt number is already used with another customer:

I would like to switch off this check. Any ideas how? I've already checked the General ledger parameters, Foreign trade parameters, etc..., but I couldn't find anything related.

Thank you!

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Financial Management

Data Integration

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Answers (2)

Savichka01 10 on at

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RE: How to (dis)able duplicate check on Tax Exempt Numbers (VATs) in Dynamics 365 F&O?

Hi, I am having the opposite problem I don't get a message if I enter the same VAT number in two different customers. I am talking about when entering the VAT number in the customer number. There is no overlap message. Do you know how can I set this up? Thanks
V_K 45 on at

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RE: How to (dis)able duplicate check on Tax Exempt Numbers (VATs) in Dynamics 365 F&O?

Hey nmaenpaa,

great news - the Tax exempt number on the Invoice is generated from the main customer. So, no need of customization.

Thank you!
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nmaenpaa 101,158 Moderator on at

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RE: How to (dis)able duplicate check on Tax Exempt Numbers (VATs) in Dynamics 365 F&O?

And, in my opinion you can just set up the tax exempt number only on the invoice customer. So, please try it first before making any customizations. All invoice-related information will be initialized from the Invoice account.
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nmaenpaa 101,158 Moderator on at

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RE: How to (dis)able duplicate check on Tax Exempt Numbers (VATs) in Dynamics 365 F&O?

You can disable the validation with extensions, by making the method always return true. However you would still see the warning infolog. To get rid of that, you would need to add bit more code, suppressing the infolog for the duration of the method. Also, I don't know if this would break some local legislation, you need to find it out if you are working with Italian customers.

[ExtensionOf(tableStr(CustTable))]
final class MYCustTable_Extension
{
    public boolean checkVATNumUsed()
    {
        SysInfologLevel origInfologLevel = infolog.infologLevel(); // Capture current setting for infolog level
        infolog.setInfoLogLevel(SysInfologLevel::None); // Suppress infolog

        next checkVATNumUsed(); // You always need to call the standard logic...

        infolog.setInfoLogLevel(origInfologLevel); // Return infolog setup to original

        return true; // ....but you can ignore the return value and always return true
    }
}
V_K 45 on at

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RE: How to (dis)able duplicate check on Tax Exempt Numbers (VATs) in Dynamics 365 F&O?

Hello nmaenpaa,

I guess you just got the answer - I have issue exactly with Italy? Do you think it's possible for the code to be customized in order to allow duplicate values? And will this change be against the regulations baring in mind that all the duplicate Tax exempt numbers are related to the same main customer (all the delivery customers are just fake representation of the main one, having a different delivery address). Invoicing will be done on the main customer. Will the "Invoice account" link from the delivery customers to the main customer be enough for the proper Tax exempt number population on the delivery customer invoice?

Meanwhile, I will do some tests on this scenario.

Thank you very much!
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nmaenpaa 101,158 Moderator on at

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RE: How to (dis)able duplicate check on Tax Exempt Numbers (VATs) in Dynamics 365 F&O?

I can see that for Italy there is a check to prevent using of same Tax exempt number on many customers. So most likely it's a regulatory requirement.

This code can be found in CustTable table:

    boolean checkVATNumUsed()
    {
        boolean    ret = true;
        CustTable tmpCustTable;

        #ISOCountryRegionCodes

        if (SysCountryRegionCode::isLegalEntityInCountryRegion([#isoIT]) && this.VATNum)
        {
            select firstonly RecId from tmpCustTable
                where tmpCustTable.RecId != this.RecId &&
                      tmpCustTable.vatNum == this.vatNum;
            if (tmpCustTable.RecId)
            {
                ret = checkFailed(strFmt("@SYS79490",fieldPName(CustTable, vatNum)));
            }
        }

        return ret;
    }
V_K 45 on at

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RE: How to (dis)able duplicate check on Tax Exempt Numbers (VATs) in Dynamics 365 F&O?

That's already done. My issue is with the fact that I've already imported a lot of such customers in other legal entities (countries), but for a specific country I receive this error, which means that there should be a configuration per legal entity available for this duplicate check.
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nmaenpaa 101,158 Moderator on at

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RE: How to (dis)able duplicate check on Tax Exempt Numbers (VATs) in Dynamics 365 F&O?

How about setting the main customer as Invoice account for the delivery customers, and importing Tax exempt number only for the main customer?

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