VAT maintenance

Description

With the VAT maintenance you can change the default tax rate in the address master data of all or selected clients at the same time. The addresses with the property Clients considered.

Have a license with Customer compass You can also use the function to change the default tax rate in the addresses Assign address data available for multiple processing. To do this, you can put together an individual address selection for the conversion of the default tax rate in the address search.

  • The default tax rate is the tax rate that is automatically preset as the VAT rate when creating a new LV for this client.
  • Is the entry as the default tax rate is stored, the VAT rate that is defined in program parameter 60.10.160 is pre-assigned when LV is created.

Rights control

During the User administration Use detailed user rights to control the availability of functions and the visibility of data for the logged in user. Only those users who have the user right have access to the VAT maintenance within the company data Edit company data are authorized.

Rights Administrator Main user User
Right group: System
Edit company data X

Program call

First, open the menu Program data the selection menu Company and select the entry Company data.


The program area Company data will be opened. Select in the menu Company the entry VAT maintenance.


Application

Select in the dialog VAT maintenance the previous tax rate and the new tax rate. Confirm your selection with [Continue].


All addresses with the property Clients to which the previous tax rate is assigned as the default tax rate. The default tax rate is changed at all addresses selected here. If necessary, select an individual address and confirm it with [Complete].


Further steps