VAT Registration Number available in lookup page Customers and Vendors

The customers VAT Registration number is shown in the lookup page on sales and purchase documents. This makes it possible to check if you selected the correct customer or vendor when making an invoice, order, etc.. In addition, the columns Phone no and Contact are deleted. This feature was done, because for a user it’s useful to search for VAT number.

Setup

This feature of VAT number in the lookup page of the Customers or Vendors requires no setup. The user can easily access it through the indicated path or the search function. The VAT number can be found in the sales quote, sales order, sales invoice and sales credit memo, purchase quote, purchase order, purchase invoice and purchase credit memo.

Execution

In case the user wants to make a sales invoice. We can follow the next steps:

  1. Choose the search search icon, enter Sales Invoice
  2. Choose the New action.
  3. Fill in the field Customer, you can now also search on VAT registration No..
Note

In the Belgium localization we also support the use of Enterprise number for this functionality.

This modification was also done for following documents:

  • Sales Order
  • Sales Quote
  • Sales Credit Memo
  • Posted Sales Shipment
  • Posted Sales Invoice
  • Posted Sales Credit Memo

Same process for Purchase: This modification was also done for following documents:

  • Purchase Order
  • Purchase Quote
  • Purchase Credit Memo
  • Posted Purchase Shipment
  • Posted Purchase Invoice
  • Posted Purchase Credit Memo