Dynamics Business Central (NAV)
Experts:
New Purchase order question
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New Purchase order question
when entering a PO, I’m finding that I have to skip down to the invoice details section and enter the Tax Area Code and then the lines are populated with the Tax Area Code. Otherwise, I get an error on the PO line – something about the header record missing. I’m told that this is BC functionality – to skip to the Invoice Details section first before entering the PO details? This happens when creating a new PO.
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3 Replies
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Ideally you indicate the Tax Area Code on your Vendor record, which will default it to your PO Header.
If you need to change the Tax Area Code you can move the field from the Invoice section to the General section so you don’t have to scroll to fill it in.
Best Regards, Ben Baxter – Accent Software
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Purchase and payables setup controls where the tax area code is read from. If “use vendor’s tax area code” is true, purchase documents will look at the vendor record for tax area code. If this setting is false, it will look at the ship-to code, location code, or company information in that order.
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Hello Deanne,
Hope this answer will help youIn most Business Central setups, the Tax Area Code should populate automatically on PO lines. It’s usually pulled from the Vendor Card, the Location setup, or sometimes the company’s tax configuration.
If none of those places have a default Tax Area Code defined, Business Central can struggle to populate it on the lines, which is when errors like the “header record missing” message can appear.
The workaround you mentioned, going to Invoice Details first and manually entering the Tax Area Code before adding the lines, does work, but it’s more of a temporary fix. Essentially you’re giving BC the tax information it needs before it tries to apply it to the purchase lines.
A better long-term approach is to set a default Tax Area Code on the Vendor Card so it automatically flows into the PO whenever that vendor is selected. Some organizations also configure a default at the company or location level so there’s always a fallback.
If it’s still not populating correctly, it’s worth asking your BC admin or implementation partner to review the tax setup to see where the default is missing.
Thank you,
Vishal Pandey
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