Setting up Company Flow Down for VAT

You can enable User Defined Company Flow Down in iMIS Desktop for the VAT Reg Number, VAT Country, and VAT Exempt fields on the VAT tab if:

  1. Your iMIS database includes both Company and Individual customer types, and
  2. The customers of a company are linked to the company record in Customer Management.

Company flow down is useful for pre-populating related entries with common information (such as Main Address, County, and Telephone) and other additional user-defined company flow down fields.

Note: Company flow down is not implemented in the web views.

To set up company flow down for VAT

  1. From Customers, select Set up module > General.
  2. Click Advanced to open the Customer Setup – Advanced window.
  3. Click Edit.
  4. In the User Defined Company Flow Down field, enter the fields to display. For example, to display all VAT fields, enter:
    5. Name_Fin.VAT_REG_NUMBER,Name_Fin.VAT_COUNTRY,Name_Fin.USE_VAT_TAXATION
  5. Click Save.