These settings only apply to the Sales Order Processing (SOP) module.
Find this screen
Open: Sales Order Processing > SOP Utilities > System Set Up > SOP Settings | Intrastat.
Open: Sales Order Processing > SOP Utilities > System Set Up > View SOP Settings | Intrastat.
Include sales orders and returns - sales orders only
Invoices created through the Invoicing module are not included on Intrastat returns.
Include terms of delivery on Intrastat entry - sales order only
Select Include terms of delivery on Intrastat entry if you have, or think you will, pass the delivery threshold set by HMRC or the Revenue Commissioners. Once over the limit you must include the terms of delivery on your Intrastats. For more information about the delivery threshold, see UKTradeInfo (uktradeinfo.com).
Set default terms of delivery - sales order only
You must provide additional delivery terms on your Intrastat declaration if you exceed the delivery terms threshold. If you have passed (or think you will) the delivery threshold set by HMRC or the Revenue Commissioners, you'll need to set this here. Once over the limit, you must include the terms of delivery on your Intrastat.
For more information about the delivery terms threshold, see UKTradeInfo (uktradeinfo.com).
- Select Include Terms of Delivery on Intrastat Entry. This adds delivery codes to your Intrastat Declaration.
Choose the Terms of Delivery code to use by default. You can change this on individual order lines when you maintain Intrastat entries.Terms of delivery codes
Code Description EXW Ex works FCA Free carrier FAS Free alongside ship FOB Free on board CFR Cost & freight (C&F) CIF Cost, insurance and freight CPT Carriage paid to CIP Carriage and insurance paid to DAF Delivered at frontier DES Delivery ex-ship DEQ Delivered ex-quay DDU Delivered, duty unpaid DDP Delivered, duty paid DAP Delivered at place DAT Delivered at terminal XXX Other terms not listed
Default nature of transaction code (NOTC)
This indicates the type of transaction which is being declared on the Intrastat. For example; straightforward sales or acquisitions, goods sent for processing or free of charge goods.
For more information about the Nature of Transaction codes, see UKTradeInfo (uktradeinfo.com)
Select a Default nature of transaction code (NOTC) from the list. This is the default setting. You can change this on individual order lines when you maintain Intrastat entries.
This code identifies the transaction type on the declaration, e.g. sales, acquisitions, goods sent for processing or repair, or free of charge goods.
- The code for HM Revenue and Customs will be one of: 10, 16, 17, 18, 20, 30, 40, 50, 60, 70, 80, 90.
- The code for the Irish Revenue Commissioners will be one of: 1, 2, 3, 4, 5, 6, 7, 9.
Include entries by despatch or invoice date (UK) - sales orders only
In the UK you can choose when to include transaction on your Intrastat declaration; either on the despatch/receipt of goods, or the date VAT was applied.
For Include entries based on, select whether you want entries to be based on the date of the Despatch/receipt date or on the Invoice date.
Note: You cannot change this once you have generated your Intrastat entries.
Irish Intrastat only
Note: These options will only be displayed if the company's Country code is set to IE - Ireland in your Company Details.
If you generate an Irish declaration you also need to select a code for the mode of transport. These codes must be applied in accordance with Irish Revenue Commissioners rules.
Default mode of transport code (MOT).
The codes are required for an Irish declaration and include 1 (Sea), 2 (Rail), 3 (Road), 4 (Air), 5 (Post), 7 (Fixed Transport Installation), 8 (Inland Waterway) and 9 (Own Propulsion).
Include statistical value on Intrastat entry.
Select this to include the statistical value on the Intrastat. This is the value of the goods, adjusted for any landed costs.
By default, the statistical value automatically calculated will be identical to the goods value. If you are reporting statistical value, you may use the Intrastat Entry Maintenance option to correct the value if required.
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