Issue: Create a new invoice account and delivery account. Specify different tax exempt number for each account. Create a new sales order for the delivery account. Switch to the header view of the sales order and verify the tax exempt number on the setup fast tab. Expected result is the tax exempt should be pulled from the delivery account, but the issue is the tax exempt number is pulling from the invoice account. Idea: This enhancement could be handled by setting up parameter to enable or disable below functionality. Upon creation of a new sales order for the delivery account. System should trigger logic to overwrite the sales order tax exempt number with the VATNum from the Customer/ Delivery account from the order.
Comments
I have a customer project where we have exactly this issue. The taxgroup is populated correctly from the delivery address, but tax registration number is taken from invoice account. The customer is shipping goods from Holland to Spain aka EU sales, but invoice is paid out of CH. the customer receiving goods is VAT registered in each country where they receive goods. The issue is that Standard D365FO is not really compliant with the tax law in europe where VAT is paid in the country where the goods is consumed. This is applicable our our scenario where goods is consumed in spain but paid for CH.VAT – Value Added Tax - Your Europe (europa.eu)Instead, they have to apply VAT in the country where the goods are delivered – VAT of destination. The maximum amount for these cross-border sales is set by each EU country at either €35,000 or €100,000. This means that most major online retailers delivering within the EU will have to apply the VAT of destination rule.
Category: Accounts Receivable
see also idea
https://experience.dynamics.com/ideas/idea/?ideaid=6d3c5995-3452-e911-b047-0003ff688d55
Category: Accounts Receivable