Costpoint Online Help

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Customs Information Subtask

Use this subtask to enter or view sales order (SO) header and line related custom information 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. Only the EU Commodity code is a required field. You can enter data manually in fields that do not have a drop-down list or function. If you have not entered and saved customs information for the SO, you do not need to enter customs information for invoicing.

Customs Info is optional, regardless of whether the tax code requires customs information or not. If you close or save this subtask without entering a commodity code, a warning message displays: "Warning: Commodity Code is required if this item will be included in an Intrastat/ScheduleB Report".

Value Added Tax Info

Field Description
Tax ID

Enter, or click to select, the tax identification code for the line item.

Tax Location

This field displays the tax location assigned on the main screen.

Customs Header Information

Use the fields in this group box to assign customs header information to the line item for international transactions.

Field Description
Destination Country

Enter, or click to select, the receiving country for the selected SO line item. You can select only the countries defined on Manage European Union Countries screen in System Administration.

Traffic Direction

Enter, or click to select, the traffic direction for the selected SO line item. You can select only the directions defined on Manage Customs Traffic Direction Codes screen in System Administration.

Permit/License ID

Enter the permit/license identification assigned to the SO line item.

Intrastate Reference

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.

Delivery Terms

This field displays the delivery terms for SO line item.

Mode of Transportation

Enter, or click 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. You can select only the modes defined on the Manage European Union Mode of Transportation screen in System Administration.

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
Declaration Point

Enter, or click to select, to select the declaration point for the selected SO line item. You can select only the declaration points defined on the Manage Customs Declaration Point screen in System Administration. The field to the right displays the declaration point description.

Customs Line Information

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

Field Description
Mass Qty

Enter the weight of the SO item. You can place one digit to the right of the decimal separator.

Unit of Measure

Enter the unit of measurement for the Mass Qty field. Use abbreviations such as Kg, lb.

Country of Origin

Enter, or click to select, the country of origin for the selected SO line item. The countries available are those saved on the Manage European Union Countries screen.

NOTC

Enter, or click to select, the Nature of Transaction Code (NOTC) for the selected SO line item. You can select only the NOTCs defined on the Manage EU Nature of Transaction Codes (NOTC) screen in System Administration.

Commodity

Enter, or click to select, the EU commodity code for the selected SO line item. You can select only the commodity codes defined on the Manage European Union Commodity Codes screen in System Administration.

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

Enter, or click 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.

Supplementary Units

Enter the number of supplementary units for 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).