When we add a new ship-to address for a customer, we need a way to know that the customer is already setup as tax exempt for the bill-to and other locations. Right now unless you open the customer maintenance file and open the exempt button you can't tell. Suggestion: Change the color of the tax code on the bill-to if exemptions exist. Seems easy, if null, leave the display color to the standard, if not null, change it to red.
by: Carolyn W. | over a year ago | Customer Mgment (CRM)
Comments
We have one customer that is tax exempt in one state but not the other (WA/Idaho). Would be nice to have a way for everyone to know which is exempt by a color change. Reclassing sales tax constantly is a pain.