Use fiscal data from an invoice account

Important

This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.

Enabled for	Public preview	General availability
End users by admins, makers, or analysts	Mar 6, 2020	Apr 8, 2020

Business value

This feature provides flexibility in how fiscal data, such as the tax exempt number, is defined for business operations in the Accounts payable and Accounts receivable modules.

Feature details

You can use fiscal data, such as the customer or vendor name, or the sales tax group and tax exempt numbers from an invoice account on sales orders, free text invoices, or purchase orders to be updated automatically based on information from the invoice account.