For a purchase order to be picked up for Intrastat documentation, the following must be true
Item | Location | Description |
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Country Code | Company Preferences > Country Code. | The Country code must be either GB or IE. |
VAT Number | Suppliers > Suppliers Record > Registered Address > VAT Number. | The supplier's VAT Number must be entered and valid. |
Commodity Code | Products and services > Details > Intrastat Com. Code. Sage Accounts 2014 (v20) and below - Products > Details > Intrastat Com. Code. | The Commodity Code must be in the correct format - 8 digits. |
Weight | Products and services > Details > Product Details > Weight. Sage Accounts 2014 (v20) and below - Products > Details > Product Details > Weight. | The weight field must be completed as it is used in the Net Mass calculation. |
Tax Code | Products and services > Details > Defaults > Tax Code. Sage Accounts 2014 (v20) and below - Products > Details > Defaults > Tax Code. or Suppliers > Supplier Record > Defaults > Miscellaneous Defaults. | The Tax Code should be set to T7 or T8 in either the Product Record or in the Supplier Record with the Use Default Tax Code for Purchase option selected. |
Delivery Address Country Code | Purchase Order List > New/Edit Order> Order Details > Change > Edit | The Country Code in Delivery Address on the purchase order must be that of an EU Country. |
Status | Purchase Order List | The Purchase order must have a Despatch status of either Complete or Part. |
Date received/Period selected | When running the Intrastat report | When you run the Intrastat report, the period entered refers to the date the items were received, not the date of the purchase order. EXAMPLE: If the purchase order was dated 29 January, and the items were received 1 February, if you run the Intrastat For the period up to 31 January, the item will not be picked up. It will be picked up in the following months' report.
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Purchase Order Delivery Address | Settings > Invoice and Order Defaults | The Purchase Order Delivery Address needs to be set to Default to Company Delivery Address in Purchase Orders. |