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Quote's Tax Exempt drop-down field is empty

When creating a quote, the Tax Exempt dropdown list does not have any option to select.

 

quote.png

 

How do I add selections to this field?



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1 REPLY 1
Zuora Support

Re: Quote's Tax Exempt drop-down field is empty

It appears that Tax Exempt choices are not available to your quote's record type.  This can be fixed by doing the following steps:

 

  • Go to Setup > Create > Objects > Quote
  • Click on Tax Exempt field
  • Under Picklist Value Set section, delete all choices
  • Click on New button to recreate these values one at a time
  • Make sure that you mark the choice available for all quote record types.

picklist.png



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