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Where do I enter an exemption in Epicor Prophet 21?

Overview

You want to know how to mark a customer as exempt in Epicor Prophet 21.

Environment

Epicor Prophet 21

Resolution

  • Go to Setup > System Setup > System > System Settings > System Setup > Third Party Tax
  • ​ Review what is selected in Get Exemption No from 
    • State Sales Tax Exemption Number
    • State Excise Tax Exemption Number
    • Federal Excise Tax Exemption Number
    • Other Exemption Number
  • Update that field on the customer record with the exemption certificate number
  • For more information see http://erpcustomer.epicor.com/webdoc...ra/Default.htm

 

 

 

 

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