If you are trying to populate the Concur Utility record and receiving an error about that tax code these are the steps to take to try to rectify the issue. You will also want to read about how VAT works in this knowledge article to get an overall understanding of how VAT works with Blackbox.
Below is a list of some of the error message you might see and the solutions:
The Tax Code is blank. To correct this issue you need to use the link on the VAT entry line with the tax code and correct it to match the correct tax code
This means that for some reason the tax code did not properly feed over from Concur. The first thing to check is if the tax code is setup in Concur to match your tax code in Vision.
To fix this in Vision for now, follow the steps below:
1) In the Concur utility, go to the record with the error that has the -VAT in the entryID field. This entryID will match to the original line item except have -VAT at the end.
2) You then need to enter the correct tax code into the CVATReportEntryTaxCode field and save the record.
3) You should now be able to repopulate the Concur Utility record by clicking on the "Populate Transaction Center" button which will rebuild that data based on the new change on the transaction record. This should clean up that line error.
The Tax Code (WRONGVATCODE) is not available in the employees company. To correct this issue you need to use the link on the VAT entry line with the tax code and correct it to match the correct tax code.
This error will occur if the tax code in the CVATReportEntryTaxCode box on the -VAT record is not in Vision OR is not in the company of the employee that submitted the expense report. Follow the steps above to fix the tax code if that is wrong.
If the tax code is correct but the employee is in a different company, you can add the correct company for the employee to the Employee Company field. You will then save the record and populate the utility record again using the steps in the above error.
