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Finance | Project Operations, Human Resources, ...
Answered

Is it possible to restrict customer creation based on VAT number?

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Posted on by 414

Hi All,

we have requirement from our Spanish legal entity that system must stop duplicate VAT numbers customer creation.

i.e VAT Number - ABC is already exist on customer record then system must not allow to use that number on any other customer record.

I have the same question (0)
  • Suggested answer
    MauricioSaldana Profile Picture
    on at
    RE: Is it possible to restrict customer creation based on VAT number?

    Hi YOG,

    In the standard it is not possible, the reason is that you can actually have the case where you ahe multiple customers/vendors having the same VAT number. for example you have many subsidiaries within the same country belonging to a group where they all share the VAT number.

    If you want to do it you will have to do a customization.

  • YOG Profile Picture
    414 on at
    RE: Is it possible to restrict customer creation based on VAT number?

    Thank you Mauricio,

    what does below statement means. please can you elaborate?

    you have many subsidiaries within the same country belonging to a group where they all share the VAT number

  • Verified answer
    André Arnaud de Calavon Profile Picture
    299,249 Super User 2025 Season 2 on at
    RE: Is it possible to restrict customer creation based on VAT number?

    Hi YOG,

    There are companies having offices on multiple locations. In some scenarios these separate offices will be entered as different customers to be able to register e.g. a primary address, contact person and details per office. In that scenario, they will have the same VAT number.

    In my country, The Netherlands, we have the concept of fiscal units. Then companies owned by the same holding can apply for one shared VAT number. For sure, in this scenario you will need to be able to maintain customers with the same VAT number.

    In some implementations, they setup the VAT number to be mandatory filled. In the case there is a company or person without VAT number, they will use e.g. 'None' as VAT number.

    For these reasons, out of the box, there is no support for your requirement. You can achieve it with a customization, however, I would recommend to give a warning or a box where the user can choose to continue or stop and review their settings if there is an unattended duplicate or if it would be really required to have the same VAT number at various customers.

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