Use the optional Customs Info subtask to modify and customize the invoice header and line-related information to satisfy the VAT certification criteria in the UK and other European Community countries. The information for this screen defaults from the sales order and line values in the Customs Info subtask of the Enter Sales Orders screen, after you have created and saved an invoice. You can manually enter data in the Customs Info subtask for enabled fields that do not have a drop-down box or a Lookup function.
Enter customs information and to satisfy the VAT certification criteria in the UK and other European Community countries.
These non-editable fields display the customer receiving the invoice.
This non-editable field displays the transaction currency of the invoice.
This non-editable field displays the invoice number.
This non-editable field displays the date on which the invoice is issued.
This non-editable field displays the total sales tax/VAT amount for the invoice.
Use the fields in this group box to assign VAT information to the invoice.
Enter, or use Lookup to select, the tax identification code for the invoice. Establish tax ID codes and locations for the customer in the Maintain Customer screen.
Enter the tax date that corresponds with the invoice date.
This non-editable field defaults the tax location assigned in the main screen.
Use the fields in this group box to assign customs header information on the invoice for international transactions.
Use the drop-down box to select the receiving country for the selected SO line item. The countries available are those saved in the Maintain EC Countries screen in Costpoint System Administration.
Use the drop-down box to select the traffic direction for the selected SO line item. The directions available are those saved in the Maintain Customs Traffic Direction Codes screen in Costpoint System Administration.
Enter the permit/license identification assigned to the SO line item.
If this item requires an intrastat reference, enter the number here. Intrastat declarations are required for goods and services sold between European Union countries. These reference numbers help to keep statistical records of the importing and exporting of each EU country.
Use the drop-down box to select the delivery terms for the SO line item. The items available for selection are those saved in the Shipping Methods screen in Costpoint Accounts Receivable.
Use the drop down-box to select the mode of transportation for the SO line item. This code identifies the type of transportation used to deliver the item to its destination. The items available for selection are those entered in the Maintain EC Mode of Transportation screen in Costpoint System Administration.
Nine codes are defined for VAT certification in the United Kingdom:
1 - Sea
2 - Rail Transport
3 - Road Transport
4 - Air Transport
5 - Postal
6 - Not Allocated
7 - Fixed (Installations)
8 - Inland Waterway - (noncreditable in the UK)
9 - Own Propulsion
The supply date defaults to the invoice date.
Use the drop-down box to select the traffic direction for the selected SO line item. The directions available are those saved in the Maintain Customs Traffic Direction Codes screen in Costpoint System Administration.
The line item from the main screen displays in this field.
Use this drop-down box to select the country from which the order (for the selected line item) was shipped. The countries available are those saved in the Maintain EC Countries screen in Costpoint System Administration.
Enter the weight of the invoice item. You can place one digit to the right of the decimal separator.
Enter the unit of measurement for the Mass field. Use abbreviations such as Kg, Lb, etc.
Use the drop-down box to select the country of origin for the selected line item. The country of origin can be the country in which the item was manufactured or assembled. The countries available are those saved in the Maintain EC Countries screen in Costpoint System Administration.
Use the menu from this drop-down box to select the Nature of Transaction Code (NOTC) for the selected line item. The NOTCs available are those saved in the Maintain EC Nature of Transaction Codes (NOTC) screen in Costpoint System Administration.
Enter, or use Lookup to select, the EC commodity code for the selected line item. The only commodity codes available for lookup are those saved in the Maintain EC Commodity Codes screen in Costpoint System Administration.
Enter the number of supplementary units for the selected line item. Supplementary units are required where a second quantity is indicated based on the Intrastat Reference No.
Use the menu from this drop-down box to select the code for correcting a previously recorded transaction. For example, an omission in a previous month could be added into the current month with the correction code of "4."
Enter the value amount to be declared to customs for this line.
Use this drop-down box to specify whether the order is for a "G" (Good) or a "S" (Service).