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In project you have the option to derive the sales tax group from the project or via a waterfall method (Project-Project Contract-Customer Account-Search) This option only applies to project sales orders and not to project free text invoices. In the project free text invoices you only have the option to derive the sales tax group from the customer. in case the project must overrule this salex tax group (project is leading over customer), due to specific types project work, you can always manually change this on the project free text invoice. This is a very time consuming job, specifaclly if the project free text invocies are being created via an interface De facto we have al the needed information in the system. a) setup in Proj & Accs setup to derive the sales tax group from the project b) project is linked to a sales tax group c) customer is linked to a sales tax group d) project, project category and possibly activity is selected on free text invoice line so when creating a free text invoice without project : sales tax group from customer when creating a free text invoice with project and setup a) to d) is completed we will derive the sales tax group from the project Both flows exist next to each other and will be triggerd via an existing config parameter

STATUS DETAILS
Under Review
Ideas Administrator

Thank you for the suggestion! This has been added to our roadmap and will be considered for a future release.

Regards,

Kim Nelson

Program Manager, Project management and accounting 

Microsoft