Use this subtask to enter sales order header and line related custom information to satisfy the VAT certification criteria in the UK and other European Community countries. If the SO line has a Tax Code that has the Requires VAT/Customs Info checkbox selected (in the Maintain Sales/Value Added Tax screen under the System Codes menu in Costpoint System Administration), the system automatically enables the Customs Information subtask. Only the EC Commodity code is a required field. You can enter data manually in fields that do not have a drop-down box or a Lookup function. If you have not entered and saved customs information for the sales order, the customs information for invoicing is also not required.
Customs Info is optional, regardless of whether the tax code requires customs information or not. If the Customs Information subtask is either automatically or manually loaded, and you attempt to close or save the screen without entering a Commodity code, a warning message will be displayed: "Warning: Commodity Code is required if this item will be included in an Intrastat/ScheduleB Report."
View customs information in this subtask after entering sales order information in the main screen.
These non-editable fields default from the main screen table window.
Use the fields in this group box to assign customs header information to the line item for international transactions.
Enter, or use Lookup to select, the tax identification code for the line item.
This non-editable field displays the tax location assigned in the main screen.
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.
This field displays the delivery terms entered in the Header Information subtask for SO line item.
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
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 data entered here will apply ONLY to the selected SO line item.
The SO line item from the main screen displays in this field.
The item from the selected line on the main screen displays in this field.
This non-editable field displays the revision, if any, from the selected line on the main screen.
This non-editable field displays the quantity from the selected line on the main screen.
Enter the weight of the SO 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 SO line item. 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 SO 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 SO 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 SO line item. Supplementary units are required where a second quantity is indicated by the Intrastat declaration (see the Intrastat Reference No).
Use 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."