Smart Rule - Customer must have a Tax Schedule Set

To ensure that all Customers within Sage Intacct have a Tax Schedule applied create the following Smart Rule

Navigate to the Smart Rule Wizard either by Customisation Services or Platform Services > Smart Rules > Add

The wizard guides you through the process of designing your smart rule

Step 1 Choose object to extend Select Customer | Click Next

Step 2 a. Type Select Error | b. Events Select Add & Set | c. Condition Enter {!CUSTOMER.DISPLAYCONTACT.TAXSCHEDULE!} != '' | d. Error message Enter Customer must have a tax schedule applied | Click Next

Step 3 Smart rule ID Enter CUSTOMER_TAXSCHEDULE | Click Save