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.
  
 
== Creating a New Country ==
 
== Creating a New Country ==
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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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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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* Then click onto the {{DataPrompt|Country:}} field.
 
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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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{{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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{{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.}}
  
 
=== 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. '''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 '''Saudi Arabia.'''
  
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=== Adding settings for the Country ===
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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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You may need to enter other settings for the country, so to do this:
  
 
* Click on the {{Button|Parameters}} tab.
 
* 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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* 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 if this country is an other EC member state?
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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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{{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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{{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|UN country code:}} field, simply enter the 3 digit code given to the country by the UN.
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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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* 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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* 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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* On the {{DataPrompt|V.A.T. rate:}}, enter the default V.A.T. rate for this country.
 
* Press {{KeyPress|Esc}}.
 
* Press {{KeyPress|Esc}}.
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* Click {{Button|Accept}} on the screen prompt.
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* Click {{Button|Accept}}.
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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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* To save the customer record, press {{KeyPress|Esc}} and click {{Button|Accept}} on the screen prompt that appears.
  
  

Revision as of 16:02, 15 June 2009

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.

Creating a New Country

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.

  • Once in "Customer Properties", click on the [Invoicing] tab.
  • Click on the "Country:" field.
  • Press <C+F1> to search for the Country to check that it does not already exist.
A screen prompt should appear informing you that "No matching items found". This means you can create the desired Country in the system.

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 [Parameters] tab.
  • At the "Currency:" field, enter the currency code for this country. You can search for the code by pressing <C+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
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