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D365 - Tax Error - Cannot create a record in Locations (LogisticsLocationExt). Location: The record already exists.

Question:

Copied a customer located in CA from HUS to MAS and for some reason it will not allow the sales tax number that is highlighted below to populate. I have checked everything I can and cannot find an issue. Let me know if we need to discuss.

From: Distel, Shelly <DistelS@hurco.com>
Sent: Monday, August 21, 2023 3:55 PM
To: Hayes, Elizabeth <HayesE@hurco.com>
Subject: MAS Customer Tax # Issue

Elizabeth,

I just entered a new customer for MAS that was already an HUS customer. D365 copied the info over from HUS to MAS, except for the sales tax #. The # is in their HUS record, but didn’t copy to the MAS record. Therefore, I copied/pasted the # over. But now it won’t let me save the info in the MAS record. And worse, when I delete the #, it won’t let me save or exit. I tried shutting down the tab and reopening, but it still won’t let me save it. I don’t know why the # works in HUS but not in MAS. Any ideas?

The customer is:

ESM Aerospace

1203 W Isabel St

Burbank, CA 91506

Thanks,

Shelly Distel

Accounts Receivable

Hurco Companies

distels@hurco.com

317-298-2628 Direct Line

317-328-2812 Fax

This transmission may contain information that is privileged, confidential and/or exempt from disclosure under applicable law. If you are not the intended recipient, you are hereby notified that any disclosure, copying, distribution, or use of the information contained herein (including any reliance thereon) is STRICTLY PROHIBITED. If you received this transmission in error, please immediately contact the sender and destroy the material in its entirety, whether in electronic or hard copy format.

Answer:

A purpose like Delivery needed to be on the record for it to work.

Creation date: 8/22/2023 3:06 PM Updated: 8/22/2023 3:06 PM

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