--- title: "Setting VAT & automatic initialization rules" slug: "paramétrage-de-la-tva-et-les-règles-dinitialisation-automatique" updated: 2025-11-13T09:41:49Z published: 2026-01-07T10:04:05Z canonical: "help.frisbii.com/paramétrage-de-la-tva-et-les-règles-dinitialisation-automatique" --- > ## Documentation Index > Fetch the complete documentation index at: https://help.frisbii.com/llms.txt > Use this file to discover all available pages before exploring further. # Setting VAT & automatic initialization rules ### The value added tax You can add a VAT rate et many levels in the Frisbii and Salesforce objects: | | **Field name** | **Type of champ** | **Linked to the global picklist** | | --- | --- | --- | --- | | Opportunity Item | VAT rate | Percentage (4,4) | | | Quotation item | VAT (%) | Picklist | No | | Subscription item | VAT (%) | Picklist | No | | Invoice line item | VAT (%) | Picklist | No | | Product rule | VAT (%) | Picklist | Yes | | Accounting entry | VAT by default | Picklist | Yes | | Account | VAT by default | Picklist | Yes | | Product | VAT by default | Picklist | Yes | | Corporate Name | VAT by default | Picklist | Yes |

Important : If you wish to add a new VAT rate you have to add it on the global selection list, as well as on the objects “quotation item” , “subscription item” and “invoice line”.

Thus, in order to facilitate the entry of a VAT rate in the line items, a selection list is presented by the field : - VAT (%) > Field name: VAT_rate_list__c The value of this pick list is then transcribed into a percentage field in order to perform the calculations: - VAT rate > Field name: VAT_rate__c

Note: In Frisbii you can add, edit, deactivate or delete VAT rate values.

### Global picklist As mentioned above, a global selection list centralizes the VAT rate values for the objects : - Corporate name - Account - Product - Accounting data - Product rule In Frisbii it is possible to edit these values:

Go to Setup > Objects and fields > Sets of picklist values
Select the VAT Rate value set to edit its values in the associated Values list.

### Specific picklist Les objets Frisbii suivants disposent de leurs propres listes de sélection. Si vous avez modifié la liste de sélection globale, vous devrez donc répercuter ces modifications dans plusieurs listes de sélection sur : - Invoice line item - Subscription item - Quotation line item Example on an invoice line item: 1. Go to Setup > Invoice Line item > Fields and Relationships > **VAT (%)**. 2. Modify the values in the associated list Values. ### Automatic VAT initialization rule Initialization rules indicate the order of priority in which the VAT field (%) on the offer item, subscription item or invoice line is filled in. If no rate is found by applying a rule, Frisbii then moves on to the next rule, which is broader than the previous one. Below you have the list of each of these rules and the exceptions:

1. Original record of the invoice line

Example: On the offer item a VAT of 10% is entered. From the offer an invoice is created. In the invoice line from the offer item you will find the 10% rate.

Exceptions:

- If the Force accounting data option has been activated on the Company name, rules 2-7 are applied and this first rule is ignored. - The original record has no VAT rate. - The invoice line is created ex-nihilo and therefore does not have an original record.

2. The product rule

If you have defined product rules and applied these rules to the products by specifying a VAT rate and the option Detect product rules is activated on the Company name, then the product configuration is applied to the invoice automatically.

Example : On the product rule Export Germany you have put the VAT rate 19%. In your invoice you add three products on which you have applied this rule. The 19% VAT rate is correctly inserted in the three invoice lines.

**Exceptions:**

The option Detect product rules has not been activated.
The product rule is missing in your products.

3. The accounting data

If you use accounting data and you have linked them to the company name and accounts and you have checked the box Detect accounting data on the company name, as well as you have defined a VAT rate in the accounting data, then when an invoice is created, an accounting data will be applied to it and the VAT rate of the accounting data will be included on the invoice lines.

Example : For an international account you have defined accounting data that refer to subsidiaries in different countries. On each accounting data you have defined another rate. For the account *Parfums international ltd* you have created the accounting data Parfüm GmbH with a VAT rate of 19%. Following the application of the accounting data at the creation of the invoice, the rate of 19% is indicated on the invoice lines. **Exceptions:**

The box Detect accounting data on the Company Name is not checked.
The VAT rate is not entered in the accounting data.

4. The account

If you have defined a VAT rate in the accounts, then when an invoice line is created, the VAT rate specified in the account will be used. Example : For each account you deliver your products to a specific country. This is why you have put the VAT rates in each account. For the Parfüm GmbH account, for example, you have entered the rate of 19%. When you create the invoice you fill in the account which allows you to recover the 19% VAT rate on the invoice lines. **Exceptions:** - You are using the accounting data/product rules at the same time. - You forgot to put the VAT in an account.

5. The product

The four points already mentioned above do not apply to the management of your invoicing. The rates defined in your products will be reflected in your invoice lines. Example :

You have few products to manage but they have very different VAT rates. This is why you enter the VAT rates directly in the products. For the product Book of the year you put the rate of 5,5%. When creating the invoice line via the Manage product button the rate is included in the invoice line.

**Exceptions:** - The product is missing in the invoice line. - The VAT rate is missing in the product. - You have already managed the VAT initialization in another way (see points 1 to 4). 1. **The corporate name** If you fill in the VAT rate in the field provided for the Company Name. Example : For your French company name you invoice with a basic VAT rate of 20% and for your German company name always with 19% you decide to enter these VAT rates in your two company names. When creating your invoice lines you will find these VAT rates. **Exceptions:** - There is another rule defined above (1 to 5) that applies.

7. Default value of the VAT field (%)

If no other value has been found, in the VAT (%) field of the invoice line the rate of 20% will be displayed because it is defined as the default value. You can change this default value in the global list and in the object selection list.

Note: Each invoice line is independent from each other. Thus, their VAT rate can be different and/or derived from different calculation rules.

Example : An invoice is created from an offer with an offer item that has a VAT rate of 10%.

The Force accounting data option is deactivated on the Company name of the invoice.
An invoice line with a VAT rate of 10% is generated (rule 1 applied).
The user manually adds a second invoice line from the catalog.
Rule 1 is not applied because it is an ex-nihilo invoice line.
No product rule is found, rule 2 does not apply.
An accounting data is present on the invoice but it has no VAT rate information, rule 3 is hidden.
The invoice account has a VAT rate of 20%, this rate is applied to the second invoice line.

### Synchronization of the VAT for the opportunity items To ensure proper synchronization between Frisbii objects and opportunity products, you need to define which VAT field you want to use to push the VAT rate to offer items, subscription items or invoice lines. To define the field: 1. Go to the Administration tab (Frisbii). 2. In the Frisbii Settings section, choose the default VAT field for the opportunity product. 3. Save.