How can I populate the Exemption No. field using Dynamics AX?

Overview

I would like to be able to make a customer exempt on an order by order basis using the Exemption No. field.

Environment

Dynamics AX

Resolution

• On the Sales Order
  • Open Accounts Receivables
  • Open Sales Order Details
  • Select the desired Sales Order
  • Click on the Setup Tab
  • Locate The Sales Tax section then the Tax exempt number box
  • Click the drop down and choose the desired exemption number
  • The customer is now totally exempt on this order only.
  • Please note SST rules apply if the customer is SST
• The above steps require you have already setup the exemption number. Please follow basic Dynamics AX functionality to setup your exemption numbers.