Adding customer tax codes

Tax code defaults based on the customer’s ship-to address are used for Customer Portal orders. The codes must be set up using the Address Tax Code Defaults form.

You can enter tax codes all at once or as needed to do business with customers in different locations. At least one address tax code for each country to which a sale or purchase can occur should be created for each site in the Customer Portal site group.

If someone registers online to use the Customer Portal, or if someone enters a new order on the Customer Portal, but a tax code is not available in the back office for their shipping address, their orders are automatically placed on hold. A Ship Hold field is selected automatically on the Customer Ship-Tos form for each ship-to record and on the Customer Orders form for all new orders created for that customer. This prevents orders from being shipped until the check box is manually cleared.

An alert is published for subscribers to TaxCodeEvaluationAlert. When the alert is received, a tax code for the customer must be entered on the Address Tax Code Defaults form and the Ship Hold check box must be cleared.

For more information, review the back office online help.