Simplify collection of intrastat data
TFS #5940 (FD #N/A)
Several changes have been made to make it easier to enter intrastat data on products. These
changes are based on the fact that when purchasing a product from a supplier, the intrastat
details typically will not arrive until an invoice is received. To make it easier for intrastat details
to be entered, products can now be marked for inclusion on VIES and Intrastat returns
without having to fill in the ‘Intrastat Settings’ property on the products at the time of
purchasing. It can be filled in at a later date.
How to…
To simplify how details are entered, a new facility has been added to the purchase delivery
note reconciliation to allow the intrastat details to be entered at the time of matching the
PDN's to the invoices. This is controlled through a new setting which has been added to the
Company Purchase Invoice Options called ‘Enter Intrastat Details For Matched Products After
Matching’. This property has 3 possible values: ‘Never’ (this is the default value), ‘For Products
With No Intrastat Settings’ and ‘Always’.
If this property is set to ‘Always’ or ‘For Products With No Intrastat Settings’, then upon
saving a purchase delivery note reconciliation, a view will appear showing the products from
the purchase delivery note lines and will allow the user to set the intrastat details and the net
mass property on the product. This can be used to enter the intrastat details at
the moment the product is being invoiced.
If the company setting is set to ‘Never’ the view will not appear at any time. If it set to ‘Always’
it will always appear upon reconciling a PDN and it will show all the products on the source
PDN lines. If it is set to ‘For Products With No Intrastat Settings’, it will analyse the products on
the source PDN lines and only show the products that do not have a value for the ‘Intrastat
Settings’ object. If all the products have a value for the intrastat settings, the view won't
appear.
Note: - The view will only appear if the supplier being reconciled is so to be included in Vies
and Intrastat returns and it will only pick up products that are set to be included in Vies and
Intrastat returns.
Note: - Extra properties have been added to the view for ‘Supplemental Units’, ‘Supplemental
Unit Conversion Factor’ and ‘Supplemental Units Conversion Method’. Existing functionality
remains the same.