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Please ensure that the picklist If you've updated from an older version of ADvendio, you need to make sure that picklist values are connected to object record types. For the new VAT Calculation we need the picklist "Taxable Amount Type" was set to the relevant base amount ((warning) also relevant for VAT calculation).

The field will be used is present at the objects:

  • Media Campaign,

  • Campaign Item,

  • Invoice,

  • Invoice Item and

  • Legal Entity.

The Salesforce update logic unfortunately doesn't create this connection automatically. The ADvendio default has three different for the object Campaign Item. So you need to perform the following steps for all the record types of Campaign Item and if you are using custom Record Types for any of the Objects listed above:

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Navigate to Setup > Object Manager

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Select the Object for which you want to modify the Record Types (Example: Campaign Item)

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Scroll down to the Record Types Section and click on the name of the first Record Type.

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Repeat for all Record Types,

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If you set the Default of these picklists to none you can alternatively use the following Feature Setting to set a Standard value:

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To create or edit a custom VAT DST setting do this:

  1. Navigate to Setup > Custom Code > Custom Settings (Classic: Setup > Develop > Custom Settings)

  2. Select DST > Manage

  3. Click New or Edit next to existing records.

  4. Enter a Name for this DST information, for instance, use "GermanyAustria_2022".

  5. Enter the Rate in %, for instance, use "5" or "10".  

  6. Use the Seller Country field to determine the country for the DST Rate to be applicable. If you only sell from one country this is the only setting you will need to create.

  7. Enter Valid From as well as Valid to, if this DST setting is valid in a specific time frame.

  8. Click the button Save.

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