Assign Default Tax Schedule on Item Records

Steps to create a Workflow that will assign a default Tax Schedule on Item Records.

 

1. Create a Workflow to change values

- Navigate to Customization > Scripting> Workflows> New.

- Provide Name "Default Tax Schedule Items"

- Set Record Type = Items

- Set Sub Types = Inventory Part

- Set Execute as Admin = T

- Set Release Status = Released/Testing

* Under Initiation

a. On Create = T

b. On Update = T

c. Trigger Type = Before Record Load

d. Event Type = Create and Edit

- Click on Save

 

2. Create State

- Click on the New State button

- Provide Name "Default Tax Code"

- Hit Save

 

3. Create Action

- Click on the State created

- Click on New Action button

- Click on Set Field Value

- Set Trigger On = Entry

- Set Event Type = Create and Edit

* On the Parameters section:

- Set Field = Tax Schedule

- Put a checkmark on the Static Value radio button

- Selection = Your Preferred Tax Schedule

- Click on Save

Note: This is an alternate Solution for Enhancement 155253 - Ability to set default purchase/ sales tax codes and tax schedule when entering item records".