EC VAT MODULE SETUP

Hi everyone,

Wondering if anyone has come across this and can guide me......

I have just applied the EC VAT module to a customer and just working through ensuring the correct vat codes are presented depending on the setup on the customer record.

So I have a customer who is set to country code of France and entered a valid VAT registration Number

I have a VAT code set up as Country Code U with Trans Type S and Vat Code 1 - but when I go into process an invoice in Sales Order Processing this is not offered?

The customer is still on 2.70 as I'm planning to upgrade them in couple of weeks time for payroll but was wondering if anyone knew of this being a defect and fixed after 2.70 - I have logged a ticket with Pegasus and cannot get through on the phone to them, just ringing out so thought I would reach out to you guys as your always very helpful and quick to respond.

Regards

Claire

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unknown

hi its a combination of whether they have the VAT number recorded on their sales record.... we have the following saved if this helps....

Belgian customer with no VAT number specified

So we are not registered for VAT in Belgium and the customer is not registered for VAT (i.e. no VAT number specified.)

Opera will use U – meaning we are not registered in Belgium

U – meaning the customer is not registered ( no number in Action>EC Vat)

1 – Standard rated item

Ireland customer WITH VAT number specified

So we are not registered for VAT in Belgium and the customer IS registered for VAT (i.e. VAT number specified.)

Opera will use U – meaning we are not registered in Belgium

S – meaning the customer is registered

1 – Standard rated item

fzw

I normally test in Sales Processing as it will tell you if it doesn't think there are any valid VAT codes for that customer. Also within here you can change the default VAT code for the customer and sometimes the drop down list can let you know where it is going wrong.

As James says it's normally a combination of VAT code and country code on the customer.

Felicity

claire-craig

Thanks James - I have that exact setup and on the customer record tried it with/without a VAT code and neither of them are showing in SOP

What is really strange is that I can see them on the customer record itself to set as a default! But when you go to process in SOP it is not in the list and even more strange is if i process an salesprocessinginvoice I have to tab through the vat code for it to use the right one, it is not in the list but if I tab it will use it....

I do have a UNN setup (Beyond scope of vat) which is shows but neither of the registered or unregistered codes are appearing.

It is very frustrating as it is working great on the purchase ledger side.

alex

Is it to do with the date set on the VAT code? Try rolling the date back to sometime last year on the VAT code itself and see if it appears?

richardd

good afternoon, if vat number and crty code added to the account and the country code is correctly setup in EC/ Ctry codes double check the vat start date on the vat code. If you are invoicing prior the start date date of the vatcode it will not show during invoicing but will allow you to set it on the account

claire-craig

I have set all the start dates back to 2010 to every vat code and still it won't list it when going to post transaction. It will set as the default on the customer record. I think the customer may have had EC VAT in the past and then de-activated it as the 'U' codes already existed, so I deleted them all and ran a system re-organise to remote them and tried setting them up again but still the vat code is not appearing, the only code appearing in either sales processing or SOP is the
'Beyond Scope of VAT' UN code

jodie

Hi Claire,

Try removing the date from any J type VAT codes.

Jodie

claire-craig

Will give that a go now Jodie, just restoring as I've made so many changes here and there I'm not quite sure where I am LOL

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