Difference between revisions of "How do I add a new country?"

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(New page: {{Review}} == Summary == This article will discuss how to add a new country to the system to be used when assigning to an account that has a different country to that of Great Britain. =...)
 
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{{Review}}
 
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== Summary ==
 
== Summary ==
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This article will discuss how to add a new country to the system to be used when assigning to an account that has a different country to that of Great Britain.
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This article explains how to add a new country so that it can be assigned to an account located in a different country that is not your local country.
  
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== Creating a New Country ==
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The system has a comprehensive list so you are advised to review the current list prior to adding a new code.
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To create a new country in the system you will need to go to the customer properties screen to whom the country will be added to do this go to: "Sales Ledger" -> "Customer File Maintenance" -> "Add or Edit Customers". Either '''Search''' for the customer ''if they already exist'' or '''add'' the customer here.
 
  
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* Once in the "Customers Properties" you will need to click on  the {{Button|Invoicing}} tab.
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== More Information ==
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* Then click onto the {{DataPrompt|Country:}} field.
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=== Creating a New Country ===
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* Press {{KeyPress|C+F1}} to search for the Country you are wanting to add. To make sure the country does not already exist.
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Go to {{Menu|{{SL}}|Customer File Maintenance|Add or Edit Customers}}.
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{{Note|text=A screen prompt should appear informing you that "No matching items found. This means you can create the desired Country in the system.}}
 
  
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* Once in "Customer Properties", click on the {{Button|Invoicing}} tab.
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* Click on the {{DataPrompt|Country:}} field.
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* Press {{KeyPress|C-F1}} to search for the Country to check that it does not already exist.
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* Click {{Button|List}} to list all countries.
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* Scroll through the list to ensure the country code does not already exist before proceeding to add a new code.
  
 
=== Creating the Country Code ===
 
=== Creating the Country Code ===
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* Click the {{Button|OK}} button. To close down the screen prompt.
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* Click the {{Button|OK}} button to close down the screen prompt as above.
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* Then back in the country search click the {{Button|Add}} button.
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* Back in the country search, click the {{Button|Add}} button.
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* The System will have a flashing cursor on the {{DataPrompt|Country:}} field. enter in a code for this country then press {{KeyPress|Enter}}. e.g. '''KSA''' for ''The Kingdom of Saudi Arabia''.
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* At the {{DataPrompt|Country}} field, enter a code for this country and press {{KeyPress|ENTER}}, e.g. {{DataValue|KSA}} for ''The Kingdom of Saudi Arabia''.
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* On the {{DataPrompt|Desscription:}} field enter in the name of the country. e.g '''Saudi Arabia.'''
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* At the {{DataPrompt|Description}} field, enter in the name of the country. e.g {{DataValue|Saudi Arabia}}.
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=== Adding settings for the Country ===
 
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It is possible to set-up further settings for the country, in order to do this:
 
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* Click on the {{Button|Parameters}} tab.
 
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* On the {{DataPrompt|Currency:}} field enter the [[How do I Add a New Currency?|currency]]code for this country, if unsure search for the code by pressing {{KeyPress|C+F1}},and enter the country.
 
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* On the {{DataPrompt|Other EC member state:}} enter if this country is an other EC member state?
 
  
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=== Adding Settings for the Country ===
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You may need to enter other settings for the country, so to do this:
  
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{{Note|text=This is according to the definition from HM Customs & Excise for V.A.T. purposes and may differ from the current full list of EC member states.}}
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* Click on the {{Tab|Settings}} tab.
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* At the {{DataPrompt|Currency}} field, enter the [[How do I add a new currency?|currency]] code for this country. You can search for the code by pressing {{KeyPress|C-F1}},and entering the country.
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* On the {{DataPrompt|Other EC member state}}, enter {{DataValue|Y}} if this country is an other EC member state. See the HMRC website for a list if you are not sure.
  
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* On the {{DataPrompt|UN country code:}} field, simply enter the 3 digit code given to the country by the UN.
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{{Note|text=This is according to the definition from HM Revenue & Customs for V.A.T. purposes and may differ from the current full list of EC member states.}}
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* On the {{DataPrompt|V.A.T. report country code:}} enter the code which is defined by HM Customs & Excise for this country.''This is the code that will need to be added to V.A.T. reports before submitting them to HM Customs & Excise.''
 
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* On the {{DataPrompt|V.A.T. rate:}} enter the default V.A.T. rate for this country.
 
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* Press {{KeyPress|Esc}}.
 
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* Click {{Button|Accept}} on the screen prompt.
 
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* Then to save the customer record press {{KeyPress|Esc}} and click {{Button|Accept}} on the screen prompt that appears.
 
  
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* At the {{DataPrompt|UN country code}} field, simply enter the 3 digit code given to the country by the UN.
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* At the {{DataPrompt|V.A.T. report country code}}, enter the code which is defined by HM Revenue & Customs for this country. This is the code that is needed for Intrastats and EC Sales statistics before submitting them to HM Revenue & Customs.
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* On the {{DataPrompt|V.A.T. rate}}, enter the default V.A.T. rate for this country.
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* Press {{KeyPress|ESC}}.
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* Click {{Button|Accept}}.
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* To save the customer record, press {{KeyPress|ESC}} and click {{Button|Accept}} on the screen prompt that appears.
  
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== See Also ==
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== See also ==
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* [[How do I Add a New Currency?]]
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* [[How do I add a new currency?]]
  
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{{FAQ}}{{KB_Tags|Country, Add, New, Default}}{{ZN_Admin}}
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{{KB_Tags|country, add, new, default, account, customer, supplier}}
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{{How}}{{KB_PL}}{{KB_SL}}{{ZN_Accounts}}{{ZN_Admin}}

Latest revision as of 13:56, 8 July 2024

Summary

This article explains how to add a new country so that it can be assigned to an account located in a different country that is not your local country.

The system has a comprehensive list so you are advised to review the current list prior to adding a new code.

More Information

Creating a New Country

Go to " Sales Ledger Customer File Maintenance Add or Edit Customers".

  • Once in "Customer Properties", click on the [Invoicing] tab.
  • Click on the "Country:" field.
  • Press <Ctrl+F1> to search for the Country to check that it does not already exist.
  • Click [List] to list all countries.
  • Scroll through the list to ensure the country code does not already exist before proceeding to add a new code.

Creating the Country Code

  • Click the [OK] button to close down the screen prompt as above.
  • Back in the country search, click the [Add] button.
  • At the "Country" field, enter a code for this country and press <Enter>, e.g. 'KSA' for The Kingdom of Saudi Arabia.
  • At the "Description" field, enter in the name of the country. e.g 'Saudi Arabia'.

Adding Settings for the Country

You may need to enter other settings for the country, so to do this:

  • Click on the [Settings] tab.
  • At the "Currency" field, enter the currency code for this country. You can search for the code by pressing <Ctrl+F1>,and entering the country.
  • On the "Other EC member state", enter 'Y' if this country is an other EC member state. See the HMRC website for a list if you are not sure.
This is according to the definition from HM Revenue & Customs for V.A.T. purposes and may differ from the current full list of EC member states.
  • At the "UN country code" field, simply enter the 3 digit code given to the country by the UN.
  • At the "V.A.T. report country code", enter the code which is defined by HM Revenue & Customs for this country. This is the code that is needed for Intrastats and EC Sales statistics before submitting them to HM Revenue & Customs.
  • On the "V.A.T. rate", enter the default V.A.T. rate for this country.
  • Press <Esc>.
  • Click [Accept].
  • To save the customer record, press <Esc> and click [Accept] on the screen prompt that appears.

See also


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Keywords AND Misspellings
country, add, new, default, account, customer, supplier
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