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How do I add an Entity Use Code to a Customer in Dynamics AX 2012?

Overview

You need to associate a customer with an existing Entity Use Code.

Environment

Dynamics AX 2012

Resolution

 

To associate an Entity Use Code to your customer:

 

  • Open Microsoft AX
  • Navigate to Administration
  • Locate AvaTax
  • Click the "+" sign in front of Setup
  • Click on Configuration Settings
  • Click on General Tab
  • Click on Entity\Use code mapping button
  • In the Entity\Use Code Mapping form do the following
  • Click in the Grid
  • Add new (Click on New Icon, Press Ctrl+N or Click File > New)
  • In the account Column, click the Drop Down button and scroll through the list to find the customer account you need to add. Click on that Account
  • In the Address Name column click the Drop Down and find the address that you want to use. Please note that this is the Address Name, you will not see the actual address.
  • In the Entity\Use Code column click the Drop Down and choose the entity use code you want to use
  • Click the Save Icon
  • Exit the form
  • Exit Configuration

 

Note:  You may also access the Entity Use Code Mapping Utility directly using the following method:

 

  • Open Microsoft AX
  • Navigate to Administration
  • Locate AvaTax
  • Click the "+" sign in front of Utilities
  • Click on Entity\Use code mapping.

 

You would then proceed from that point as in the instructions above.

 

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