Map charts of accounts to Sovos organization codes
Map your charts of accounts to Sovos organization codes using lookup values so Tax Determination assigns invoices to the correct organization.
Note:
Complete these steps only if you have multiple organizations in Tax Determination.
- Create a lookup to store your organization codes.
- Create lookup values for each organization code.
- Click Setup, then click Lookup Values in the Company Setup section.
- Click Create.
- Select the lookup you created in Step 1 from the Lookup dropdown.
- In the Name field, enter the organization code, then select Default.
- Select the chart of accounts that is associated with this organization from the Chart Of Accounts dropdown.
- Select Active if it isn't already selected, then click Create.
- Repeat steps a-f for all organizations.
- Add the Organization Code field to your invoice headers.
- Click Setup, then click Custom Fields in the Company Setup section.
- Select Invoices from the Select an object to customize dropdown.
- Drag the Lookup field into the Drag custom fields here box in the Invoices section.
- Click the Lookup field to open the field details.
- Enter Organization Code in the Prompt field, then enter gtd_org_code in the Field Name field.
- Select the lookup you created in Step 1 from the Parameters dropdown.
- Confirm that Active and Editable are selected, then select the Required option.
- Click Done.
