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 on this subtask, you can use only those fields that are necessary for the selected invoice on the main screen. The information in this subtask is necessary for accurate VAT reporting. This subtask is accessed on the Detail subtask and is only available if the invoice is Selected.

If the invoice is not VAT taxable, you do not need to populate any of the fields in this screen.  

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

Value Added Tax Information

Use this group box to review and modify VAT tax information.

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 field

Tax Location

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

Customs Header Information

The information entered here will apply to ALL rows of this invoice.

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 Union 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 of 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-box to select the mode of transportation for this invoice. This code identifies the type of transportation used to deliver the item to its destination. The items available for selection are those entered on the Manage European Union Mode of Transportation screen.

Nine codes are defined for VAT certification in the United Kingdom:

Supply Date

Enter the supply date for this invoice. The invoice date will default into this field.

For most United States operations, the supply date is not used. Only the date of invoice (which is equal to the date of value of the shipment) is used for calculating 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 for the calculation of 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 will apply ONLY to the selected invoice.

Ship from EC Country

Use this drop-down list to select a 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 on.

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 Union 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 EU Nature of Transaction Codes (NOTC) screen.

Commodity

Enter, or use to select, the EC commodity code for the selected invoice.

The only commodity codes available for are those saved on the Manage European Union Commodity Codes screen. The field to the right displays the commodity name.

These commodity codes are different than those in Costpoint 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.

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 field.

Correction

Use this drop-down list 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.

Value

Enter the value of the shipment in this field.

Goods/Services

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