Customers, suppliers and staff are one record · presentation 4 of 5 · for the whole-system operator — you run the books Read the transcript · Back to the series

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Customers, suppliers and staff are one record · presentation 4 of 5

The Tax tab on a customer is not where tax comes from

You can say what the Tax tab on a customer or supplier record actually stores…

A tab that looks like a setting

Step 1 — Look at a tab that reads like a setting

You will know what the tab offers.

Screen capture pending the demo tenant

Customer Maintenance, the Tax tab, showing Country, Tax Type, Tax Code, Tax Rate and Tax Option

Step 2 — Notice the rate you cannot type

You will know where that rate came from.

What you do

Change the rate afterwards in Tax Configuration and this tab still shows the old…

Step 3 — Find the one path that reads it

You will know exactly who consumes this.

Where this step sits

    flowchart TD
  s1["1. Look at a tab that reads…"]
  s2["2. Notice the rate you cannot type"]
  s3["3. Find the one path that reads…"]
  s4["4. Compare the three doors onto the…"]
  s5["5. Ask how much this is actually…"]
  s6["6. Go to where tax actually comes…"]
  s1 --> s2
  s2 --> s3
  s3 --> s4
  s4 --> s5
  s5 --> s6
  classDef here fill:#1e40af,stroke:#1e40af,color:#ffffff,font-weight:bold;
  class s3 here;

Three screens, two guards

Step 4 — Compare the three doors onto the same row

You will know why this tab behaves differently depending on where you opened it.

What this step names

It also has a missing null check…
Choosing a tax type throws
The tax code list stays empty

Step 5 — Ask how much this is actually used

You will know how much weight to give the tab.

Where this step sits

    flowchart TD
  s1["1. Look at a tab that reads…"]
  s2["2. Notice the rate you cannot type"]
  s3["3. Find the one path that reads…"]
  s4["4. Compare the three doors onto the…"]
  s5["5. Ask how much this is actually…"]
  s6["6. Go to where tax actually comes…"]
  s1 --> s2
  s2 --> s3
  s3 --> s4
  s4 --> s5
  s5 --> s6
  classDef here fill:#1e40af,stroke:#1e40af,color:#ffffff,font-weight:bold;
  class s5 here;

Where to look instead

Step 6 — Go to where tax actually comes from

You will know where to spend the effort.