Forum - Customer VAT nr

Customer VAT nr

Jacques

2017-02-01

Hi,

I have saved a contact with all his details as well as his VAT nr. When I print or email the invoice, the Cust VAT nr does not appear on the invoice in the existing fields. Please advise.

Kind Regards

Jacques

This answer was correct

Created byHansaWorld15:30 8 Feb 2017

Hi

"VAT Reg. No." is a field name on the Contact Record. You should find out, if that field is properly defined on the form template. To do this, you need to go to Marketplace and activate Forms in-app. This will activate a Form Templates register in System module. Go to that register and find a form that is used to print invoices and open it. Check if there is a field with name "Customer VAT Reg.". If not, then add it by clicking on Field button, draw the field on the template and use Paste-Special function to choose "Customer VAT Reg.". Remember to save the template after changing it.

You can find more information about form templates in this video:
https://www.youtube.com/watch?v=wEaxtS9A7sA?autoplay=1

Best Regards,
Olga
HansaWorld Support

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Ewa Subotowicz

2017-02-02

Hello Jacques,

Please, check in the Invoice form if the VAT reg. number if defined properly there.
It should be : Customer VAT Reg. Number.

If it's different, please, change it and save the form, it should be fine now.

Note: Forms register is only available through subscription (go to Marketplace), but to have this thing corrected it's enough to subscribe for one month.

Ewa Subotowicz
HansaWorld
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Jacques

2017-02-08

Created byEwa Subotowicz12:12 2 Feb 2017

Hello Jacques, Please, check in the Invoice form if the VAT reg. number if defined properly there. It should be : Customer VAT Reg. Number. If it's different, please, change it and save the form, it should be fine now. Note: Forms register is only

Hi Ewa,

When I open the customer details form, it only shows "VAT Reg. No." There is now "Customer VAT Reg." and I can not change this field. Maybe Im at the wrong form.

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This answer was correct

HansaWorld

2017-02-08

Hi

"VAT Reg. No." is a field name on the Contact Record. You should find out, if that field is properly defined on the form template. To do this, you need to go to Marketplace and activate Forms in-app. This will activate a Form Templates register in System module. Go to that register and find a form that is used to print invoices and open it. Check if there is a field with name "Customer VAT Reg.". If not, then add it by clicking on Field button, draw the field on the template and use Paste-Special function to choose "Customer VAT Reg.". Remember to save the template after changing it.

You can find more information about form templates in this video:
https://www.youtube.com/watch?v=wEaxtS9A7sA?autoplay=1

Best Regards,
Olga
HansaWorld Support

Reply