How to get data in the TAX field in Customer BP Invoice screen

By | October 30, 2017

In Sage X3, we may come across a scenario where we want to get the data in the Tax field. To solve this functionality:

Navigate to: Common Data → G/L Accounting Tables → General
select that account which we used in the Customer BP Invoice.

Account screen

Account screen

Then, go to the Controls tab.
Set ‘Tax Management’ field and ‘Tax Code’ as ‘Tax Account’ and ‘ANSTD’. Refer below screenshot:

Accounts Controls tab screen

Accounts – Controls tab screen

Then save it.
Now, Navigate to: AP / AR accounting code → Invoicing → Customer BP Invoice
Enter all the mandatory fields and check in the line level, it will set by default the data in the tax field which we entered in the Tax Code in accounts screen as shown in below screenshot.

Customer Invoice lines tab screen

Customer Invoice – lines tab screen

Hope this helps.

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