About sales VAT on sales orders and invoices

You enter customer sales orders by using the Sales orders (SO301000) window.
The system assigns the default VAT zone to the sales order (displayed in the Customer VAT zone field on the Financial details tab) as follows:

1. From the VAT zone specified for the opportunity if the order is created from an opportunity that has a VAT zone specified.
2. From the VAT zone of the customer location specified on the order, if specified.
   You can select VAT zones for customer locations in the Kundplatser (CR303010) window.
3. From the VAT zone determined by the postcode of the ship-to location if no VAT zone is specified for this customer location and if the order is shipped by a common carrier.
   
   
   On the order, the Ship via code denotes how the order is shipped.
   To check whether the ship via code denotes a delivery method of a common carrier, use the Ship via codes (CS207500) window.
4. From the VAT zone associated with the selling branch if no VAT zone is specified for this customer location and if the order is not shipped by a common carrier.
   
   (If the Branch accounting functionality is not activated in your system, the VAT zone assigned to your organisation is used.)

If you know exactly which VAT zone should be used on a specific order, you can select it in the Customer VAT zone field from the list of all configured VAT zones.

When a sales order is shipped, the system generates an invoice.
Invoices of this type have all the details copied from the associated sales orders.

Also, you can manually create invoices to invoice customers for services rendered, or you can enter cash sales when the customer immediately pays for the services.
You can create an invoice by using the Kundfakturor (AR301000) or the Kundfaktura (SO303000) window.
Cash sales can be created in the Kontantfaktura (AR304000) window.

The system assigns the default VAT zone for the invoice or cash sale (displayed in the Customer VAT zone field on the Financial details tab) as follows:

1. From the VAT zone specified for the opportunity if the order is created from an opportunity that has a VAT zone specified.
2. From the VAT zone of the customer location specified on the document.
   You can select VAT zones for customer locations in the Kundplatser (CR303010) window.
3. From the VAT zone associated with the selling branch if no VAT zone is specified for this customer location.
   (If the Branch accounting functionality is not activated in your system, the VAT zone assigned to your organisation in the Branches (CS102000) window is used.)

If you know exactly which VAT zone should be used on a specific invoice or a cash sale document, you can select it in the Customer VAT zone field from the list of all configured VAT zones.