Including Customer type in Tax DFS
SummaryIncluding Customer type in Tax DFS
Could anyone suggest a way to include Customer Type (found at the top of the Create Customer page and Manage Customer page), that has the values Organization and Person in the Tax DFS-s, ultimately the Tax Rule?. I could not find any Determining Factor Class that would include this information.
As a workaround we created Party Fiscal classifications for this purpose, but it seems redundant to give the information one more time.
Thanks and regards,
VersionFusion Financials 20C