Default tax when pushing to DMS from new desking
closed
Chuck Cole
Have the ability to default the tax group to the state we are in or match the state on the customer in the deal.
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Drew Adler
updated the status to
closed
J
Jacob Coleman
updated the status to
gathering votes
J
Jacob Coleman
Hi Chuck, thanks for the feedback! We'll continue to gather votes on this, and you'll receive any updates automatically.
Shelby Parker
Hey Chuck Cole, thanks for your feedback! I have a few more questions for you:
- Can you provide more details on how you envision the tax group defaulting process to work?
- Are there any specific scenarios where the tax group should not default to the state of the deal?
- Would you like this feature to be applied to all deals or should it be customizable per deal?
Chuck Cole
Shelby Parker I would like it to default on the state the deal was worked with for taxes. Right now it defaults to the first state on the list, not the customer's state. This is on new desking and not legacy. This happens when pushing it to the DMS.