Thank you for providing that further insight. That is helpful. Perhaps it might be easiest to discuss these over a Teams meeting, but here are my thoughts. I’ve seent a connection request. Feel free to reach out if you would like.

(i) Customer may not always be an exempted and changing CustGroup on the fly on POS is not nice customer experience…

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Hi Laura – Are you using the Vertex GP connector built by Vertex? If so, Vertex with the latest version of GP is still supported under the Vertex license agreement. Therefore, any issues you run into should be handled by the usual Vertex support team. Technical assistance moving code/data to new instances or other servers would generally…

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Hi Raheel – Typically the way that it works is all customers are assigned a default “Vertex AR” sales tax group. This essentially acts as an enablement indicator telling D365 to call to Vertex to calculate tax for any of the customer’s orders. In the Vertex dashboard separate from D365 there is a customer exemption page which allows you to…

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