Set up a business posting type

Tax Process Handling  •  Article  •  4/3/2023  •  6 min

In Business Central, the business posting groups is not updated automatically on the document based on the source and destination location. For example, when the customer location and ship-to address have different country/region codes, the posting group is not updated; however, you can manually change it. To support this scenario, the Tax Process handling (EUT) extension has provided the functionality to automatically change and update the posting groups.

The following procedure describes how to create a new business posting type:

  1. Select the Search icon , enterBusiness Posting Type and choose the related link.
    The Business Posting Type page opens.

  2. On the action bar, click New.

  3. Fill in the fields as necessary.

  4. To set the shipment method for this business posting type, perform the following steps:


    The Shipment Method Filter acts as criteria for assigning a business posting group in the transaction.

    1. On the action bar, select Shipment Method Filter.
    2. On the Shipment Method Filter page, enter the shipment code in the Code field. One or more shipment methods can be added.
    3. In the Description field, enter the short description. This field is automatically filled based on the selected shipment.

  5. To set the location code for this business posting type, perform the following steps:


    The Location Filter acts as criteria for assigning a business posting group in the transaction.

    1. On the action bar, select Location Filter.
    2. On the Location Filter page, enter the location code in the Code field. One or more location codes can be added.
    3. In the Description field, enter the short description. This field is automatically filled based on the selected location.

If you choose to use Shipment Method Filter or Location Filter actions, enter the lower sequence number in the Sequence No. for Automatic Load field.

When the country/region codes are assigned to the Location and/or Shipment Method filters on the action bar, you can view the defined shipment and location codes in the Location and Shipment Method Filters FactBox on the Business Posting Type page and the Business Posting Type list page.

The following fields relate to the creation page that appears when you choose to create a new business posting type.

Field Description
General FastTab
Code Select the code for the business posting type.
Description Specify the short description for the business posting type code.
Use Business Posting Type as Automatic Template Choose one of the following options: Select 'No' if you don't want the business posting type to populate automatically in the transaction. Select 'If empty' if you want the business posting type to populate when if the transaction doesn't have any master data. Select 'Always' if you want the business posting type to populate automatically. Among the three ( No, If empty, Always) options, 'Always' has the highest priority.
Sequence No. for Automatic Load Specify the sequence number to assign the business posting type in the transaction. The smaller the value, the higher the priority. The highest priority is 1. [!NOTE] The sequence number is updated in this field based on the value selected in the Use Business Posting Type as Automatic Template field; however, you can enter the number appropriately.
Filter Fields FastTab
Usage in Purchase Specify whether the business posting type can be used in purchase transactions, vendors and order addresses.
Usage in Sales Specify whether the business posting type can be used in sales transactions, customers and ship-to addresses.
Usage in Drop Shipment Purchase Specify whether the business posting type can be used in transactions with at least one line item marked as a drop shipment.
Shipment Method Filter This toggle turns on automatically when the shipment method filter is defined for the transaction posting.
Location Filter exists This toggle turns on automatically when the location filter is defined for the transaction posting.
Source Country Specify the code for the source country.
Destination Country Specify the code for the destination country.
Result fields FastTab
Gen. Bus. Posting Group Specify the business posting group to assign automatically in the transaction.
VAT Bus. Posting Group Specify the VAT business posting group to assign automatically in the transaction.
Customer Posting Group Specify the customer business posting group to assign automatically in the transaction.
Vendor Posting Group Specify the vendor business posting group to assign automatically in the transaction.
Posted Sales Invoice Nos. Specify the code for the number series to be assigned automatically for the posted sales invoices.
Posted Sales Credit Memo Nos. Specify the code for the number series to be assigned automatically for the posted sales credit memos. This indicator has no controlling effect.
Posted Purchase Invoice Nos. Specify the code for the number series to be assigned automatically for the posted purchase invoices.
Posted Purchase Credit Memo Nos. Specify the code for the number series to be assigned automatically for the posted purchase credit memos. This indicator has no controlling effect.
Apply Additional VAT Registrations Specify if you want to assign the VAT registration number from the destination country in the Additional Company VAT Registration table.
Equal Location Code in Document Header and Lines Specify if an identical location code should be used on document headers and lines when the business posting type is entered in a transaction.