You can enable User Defined Company Flow Down in iMIS Desktop for the VAT Reg Number, VAT Country, and VAT Exempt fields on the VAT tab if:
1. Your iMIS database includes both Company and Individual customer types, and
2. The customers of a company are linked to the company record in Customer Management.
Company flow down is useful for pre-populating related entries with common information (such as Main Address, County, and Telephone) and other additional user-defined company flow down fields.
To set up company flow down for VAT
1. From Customers, select Set up module > General.
2. Click Advanced to open the Customer Setup – Advanced window.
3. Click Edit.
4. In the User Defined Company Flow Down field, enter the fields to display. For example, to display all VAT fields, enter:
Name_Fin.VAT_REG_NUMBER,Name_Fin.VAT_COUNTRY,Name_Fin.USE_VAT_TAXATION
5. Click Save.