CIS INFO

Use this optional subtask to set up certificate or registration card details, including the national insurance number. This helps ensure compliance with the U.K. Inland Revenue.

Costpoint does not print the Inland Revenue CIS vouchers. This screen is for informational purposes only.

Vendor

These fields display the vendor, vendor name, and location from the main screen.

Detail Data

CIS Code

Enter, or use the drop-down box to select, a valid CIS code. Set up CIS codes in the Maintain CIS Codes screen in Costpoint System Administration.

CIS Type

Enter, or use the drop-down box to select, a valid CIS type. Depending on the type you select, you will have to complete required information in different fields.

Certificate/Registration

Enter the certificate or registration number in this field.

Start Date

Enter the start date in this field.

Expiry Date

Enter the expiry date in this field.

Nat'l Insurance Number

Enter an alphanumeric national insurance number in this field.

Authorized User

Enter the name of the authorized user in this field.

Concern

Enter the name of the concern in this field. The name should be identical to the one that appears on the certificate or registration.

Trading As

Enter the concern's Trading As name in this field. This field is not required.

Bank Name

Enter the bank name of the CIS vendor in this field. This field is not required.

Bank Address

Enter the bank address of the CIS vendor in this field. This field is not required.

CIS Address

The fields in this group box display the address of the CIS vendor as it appears in the vendor address table on the main screen.

This information defaults from whichever main screen table window line has a value of "D" (Default) in the Pmt Addr column. These fields are not required.

Line 1, Line 2, Line 3

These fields display the first, second, and third lines of the address from the main screen table window.

City

This field displays the city from the main screen table window.

State/Province

This field displays the state or province from the main screen table window.

Country

This field displays the country from the main screen table window.

Postal Code

This field displays the postal code from the main screen table window.

Delete

Select this pushbutton if you wish to delete CIS information for this vendor.

Note:  You must also set up the pay vendor for CIS if the pay vendor is different from the vendor.