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Including Customer type in Tax DFS

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edited Oct 29, 2020 10:57AM in Tax & Global 1 comment

Summary

Including Customer type in Tax DFS

Content

Hi All,

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,

Adrienn

 

Version

Fusion Financials 20C
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