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Setting default sales tax groups in Dynamics 365 for Finance and Operations

When Kofax AP Essentials creates pending vendor invoices in Dynamics 365 Finance and Operations, it can send the sales tax group and item sales tax group, if those fields have been specified in Kofax AP Essentials. However, in some cases you may prefer Dynamics to populate these fields automatically, for example, based on rules set up for the supplier (vendor). To do so, you must first remove the mapping of those fields in the Dynamics import job.

  1. In Dynamics 365 Finance and Operations, open the import job created during the initial set up.
  2. In the Selected Entities list, click the View Map icon for the Vendor invoice header entity.
  3. Click to the Mapping Details tab, and delete the mapping for SALESTAXGROUP.
  4. Click Save.
  5. Click the View Map icon for the Vendor invoice line, and delete the SALESTAXGROUP and ITEMSALESTAX mappings.
  6. Click Save.