Costpoint Online Help

Using the Help Search
Using the Help Search
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Customs Information Subtask

Use this subtask to view sales order header and line related custom information so as to satisfy the value added tax (VAT) certification criteria in the United Kingdom (UK) and other European Union (EU) countries.

If the SO line has a Tax Code that has the Requires VAT/Customs Info check box selected (on the Manage Sales or Value Added Taxes screen in System Administration), Costpoint enables the Customs Information subtask.

The customs information that you can view on this subtask loads from the Customs Information subtask on the Manage Sales Order screen.

Value Added Tax Info

Field Description
Tax ID

This field displays the tax identification code for the line item.

Tax Location

This field displays the tax location assigned on the sales order.

Customs Header Information

This group box shows the Customs header information on the sales order for international transactions.

Field Description
Destination Country

This field displays the receiving country of the sales order. Only the countries defined on Manage European Union Countries screen in System Administration displays in this field.

Traffic Direction

This field displays the traffic direction of the sales order. Only the directions defined on Manage Customs Traffic Direction Codes screen in System Administration displays in this field.

Permit/License

This field displays the permit/license identification of the sales order.

Intrastat Reference

This field displays the intrastat reference number, if required on the sales order. Intrastat declarations are required for goods and services sold between European Union (EU) countries. These reference numbers help to keep statistical records of the importing and exporting of each EU country.

Delivery Terms

This field displays the delivery terms of the sales order. Only the shipping methods defined on Manage Shipping Methods screen in Accounts Receivable displays in this field.

Mode of Transportation

This field displays the mode of transportation assigned to the sales order. This code identifies the type of transportation used to deliver the item to its destination. Only the modes defined on Manage European Union Mode of Transportation screen in System Administration displays in this field.

The following codes are defined for VAT certification in the UK:

  • 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
Sales Tax/VAT Amount

This displays the sales tax/VAT amount of the sales order.

Declaration Point

This field displays the point of declaration of the sales order. Only declaration points defined on the Manage Customs Declaration Point screen in System Administration displays in this field.

Customs Line Information

The data shown here applies only to the selected SO line item.

Field Description
Mass Qty

This field displays the weight of the SO item.

Unit of Measure

This field displays the unit of measurement of the SO item, such as Kg, lb.

Country of Origin

This field displays the country of origin of the SO line item. Only the countries defined on Manage European Union Countries screen displays in this field.

NOTC

This field displays the Nature of Transaction Code (NOTC) of SO line item. Only the NOTCs defined on Manage EU Nature of Transaction Codes (NOTC) screen in System Administration displays in this field.

Commodity

This field displays the EU commodity code of the SO line item. Only the commodity codes defined on Manage European Union Commodity Codes screen in System Administration displays in this field. The field to the right displays the commodity description.

Note: These commodity codes are different from those in Purchasing. These codes are a listing of "Harmonized Descriptions and Coding" 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.
Correction

This field displays 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.

Supplementary Units

This field displays the number of supplementary units of the selected SO line item. You need to enter a supplementary unit number if the Intrastat declaration indicates a second quantity (see the Intrastat Reference field).