Costpoint Online Help

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Customs Info Subtask

Use this subtask to record customs and excise information for the customer invoice from the main screen.

Since all fields are optional in this subtask, use only those fields that are necessary for the selected invoice on the main screen.

Use this subtask any time before posting this invoice. In addition, you also need to run the Update Tax Report Tables screen.

Value Added Tax Info

Use this group box to enter and review information on VAT taxes.

Field Description
Tax Code

This non-editable field displays the VAT registration number of the customer entered in the main screen. To modify the VAT registration for this customer, use the VAT Info subtask of the Manage Customers screen.

Tax Date

Enter the tax date applicable for this invoice. The invoice date from the main screen defaults into this editable field. 

Tax Location

This non-editable field displays the tax location of the customer entered on the VAT Info subtask of the Manage Customers screen. 

Make modifications to this field on the VAT Info subtask.

Customs Header Information

The information entered here applies to ALL rows of this invoice.

Field Description
Destination Country

Use the drop-down list to select the receiving country for the selected invoice. The countries available are those saved on the Manage European Community Countries screen.

Traffic Direction

Use the drop-down list to select the traffic direction for the selected invoice. The directions available are those saved on the Manage Customs Traffic Direction Codes screen.

Permit/License

Enter any permit or license for the selected invoice.

Intrastat Reference

If this invoice 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 about the importing and exporting of each EU country.

Delivery Terms

Use the drop-down list to select the delivery terms for this invoice. The items available for selection are those saved on the Manage Shipping Methods screen.

Mode of Transportation

Use the drop-down list to select the mode of transportation for this invoice. The items available for selection are those entered on the Manage European Community Mode of Transportation screen.

This code identifies the type of transportation used to deliver the item to its destination.

For VAT certification in the United Kingdom, nine codes are defined:

  • Air Transport
  • Fixed (Installations)
  • Inland Waterway — (non-creditable in the UK)
  • Not Allocated
  • Own Propulsion
  • Postal
  • Rail Transport
  • Road Transport
  • Sea
Supply Date

Enter the supply date for this invoice. The invoice date defaults into this field.

For most United States operations, the supply date is not used. Only the date of invoice (which is the date of value of the shipment) is used to calculate the shipment value (via currency exchange rates).

For European and other overseas operations, the supply date is the same as the date of merchandise arrival and is used to calculate the value of the shipment (via currency exchange rates).

Declaration Point

Use the drop-down list to select the traffic direction for the selected invoice. The directions available are those saved on the Manage Customs Declaration Point screen.

Customs Line Information

The information entered here applies ONLY to the selected invoice.

Field Description
Line

The invoice line from the main screen displays in this non-editable field.

Ship from EC Country

Use the drop-down list to select the EC ship-from country.

Mass

Enter the weight of one item in the selected invoice. You can place one digit to the right of the decimal separator.

Unit of Measure

Enter the unit of measurement for the Mass field. Use abbreviations such as Kg, Lb, and so forth.

Country of Origin

Use the drop-down list to select the country of origin for the selected invoice. The countries available are those saved on the Manage European Community Countries screen.

NOTC

Use this drop-down list to select the Nature of Transaction Code (NOTC) for the selected invoice. The NOTCs available are those saved on the Manage EC Nature of Transaction Codes (NOTC) screen.

Commodity

Enter, or click the Lookup button to select, the EC commodity code for the selected invoice.

The only commodity codes available for Lookup are those saved on the Manage European Community Commodity Codes screen.

Note: These commodity codes are different from those in Costpoint Purchasing. These codes are a listing of "Harmonized Descriptions and Coding" as defined by the Custom Cooperation Council in Brussels. These codes were adopted by the United States in 1989 and are nearly identical in all countries. Please check the requirements of the countries to which you are selling.
Supplemental Units

Enter the number of supplementary units for the selected invoice. Supplementary units are required where a second quantity is indicated based on the Intrastat Reference No.

Correction

Use drop-down list to select the code for correcting a previously recorded transaction. For example, an omission in a previous month is added into the current month with the correction code of 4.

Value

Enter the value of the shipment in this field.

Goods/Services

Select one of the following from the drop-down list:

  • G (Good)
  • S (Service)