Difference between revisions of "Preparing for Brexit with Platinum"
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* [[How do I check when I last had a Platinum update?]] | * [[How do I check when I last had a Platinum update?]] | ||
* [[How do I enter a commodity code?]] | * [[How do I enter a commodity code?]] | ||
| − | * [[How do I | + | * [[How do I ensure commodity details print for specific customers?]]. |
* [[How do I Create Non-Moving Items?]] | * [[How do I Create Non-Moving Items?]] | ||
| + | * [[How do I show freight and shipping charges on an invoice?]] | ||
{{KB_Tags|brexit, ec, vat, zero rate, zero rated, exports, trade deal, imports, update, commodity}} | {{KB_Tags|brexit, ec, vat, zero rate, zero rated, exports, trade deal, imports, update, commodity}} | ||
{{Hint}}{{ZN_Admin}} | {{Hint}}{{ZN_Admin}} | ||
Revision as of 07:19, 19 December 2020
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This article or section applies to a Platinum feature currently being developed. Be aware: Content may change. |
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This article or section is under development. Be aware: Content will change as the document progresses. |
Contents
Summary
From January 1st 2021 the UK is leaving the EU and therefore there will be new rules coming into effect for the import and export of goods to and from the UK.
This article explains the changes we are making to Platinum to assist your business to comply with the new regulations
More Information
Changes to Platinum are being implemented in stages. The details and planned release date of each of the stages are listed below:
Stage 1 - Commodity Codes
The addition of fields to Stock Properties and Unit Properties to allow you to record the Country of Origin and Commodity Code on your stock and unit records.
Please update your Platinum system to ensure you are on version 14.12.2020 or later.
Please see How do I enter a commodity code? for instructions on how to enter the information on your stock and unit records.
Stage 2 - Customer Changes
A new customer attribute will be added to your Platinum system. You will need to allocate the 'Export Customer' attribute to the relevant customers. This controls whether Commodity details will be printed on the documents listed above.
Please see How do I assign attributes to a customer?.
You will need to check your existing customer database to ensure that relevant EC customers are correctly categorised as Zero Rated for VAT. Prior to January 1st 2021, unless you had a customer's VAT Registration Number, VAT at the prevailing UK rate would be applied to customer transactions.
To produce a list of all EC customers please go to " Reports & Settings Reports Accounts Report Generator"
- Enter 'ECV' and click [Search].
- Select 'EC Customer Settings' and click [Start].
- Press [F2] to print the list or change the view in the bottom left hand of your screen from 'Document' to 'Table'.
- Press <Ctrl+P> and select [Excel].
- Check your customer list to ensure the country code shown is still correct.
- Those marked as 'Check Account' should be reviewed as their VAT rate is not currently set to be Zero Rated but they are in a current EC Member country.
 | If you have work in progress for a customer as of December 31st 2020, e.g. a workshop job with parts booked to it, a unit sales order or an uninvoiced parts quote or order, the VAT Rate applicable to the customer at the time the goods were added to the order will be applied when you raise the invoice. You are advised to check your document carefully before producing the final invoice. |
 | If you charge VAT in error please see this article for how to credit the VAT element of an invoice. |
 | Stage 2 is pending release. This page will be updated when these options become available. |
Stage 3 - Document Changes
Additional fields will be available to allow Commodity details to be printed on the following document formats:
- Stock Control Full Invoice, Credit Note, Quotation and Delivery Note.
| Due to their limited size commodity details will not be available for Slip Print receipts. |
- Sales Order Processing Full Invoice, Credit Note, Pro Forma, Confirmation and Delivery Note.
- Unit Sales Quotation, Sales Order and Invoice.
- Workshop Full Invoice, Credit Note and Quotation.
| Stage 3 is pending release. This page will be updated when these options become available. |
Stage 4 - VAT Reporting
Changes to the way VAT is reported do not come into effect until April 2021. Further information and updates to Platinum will follow as we approach the point it is required. Check this article for updates!
FAQs
- Q. Can I apply commodity codes to a range of items in one go?
- A. Currently there is no option to apply codes en masse. This option will be added in the future and will be chargeable. Please Contact your Platinum dealer or our sales team on 0116 230 1500 or by using our website sales contact page for more information.
- Q. Can I update my EC Customer records from a file?
- A. You are advised to print the report as described above. You can then ensure you have personally checked the records, for customers you export goods to, are set up correctly under the new trading terms. Please Contact your Platinum dealer or our sales team on 0116 230 1500 or by using our website sales contact page if you wish to discuss a chargeable import to update the records.
- Q. How do I ensure my documents will print the new fields?
- A. Please contact our support team on 0116 230155 or email support@catalyst-uk.com to advise that you need this ability adding to your system. We will have some standard layouts which we can load onto your system for you. If you have bespoke documents please Contact your Platinum dealer or our sales team on 0116 230 1500 or by using our website sales contact page for more information as changes may be chargeable.
- Q. How do I record additional charges on an invoice e.g. Freight or Insurance?
- A. These items should be added as a non-moving part. Please see How do I Create Non-Moving Items?
- Q. Can I print a list of items and units by Commodity Code?
- A. This facility, along with a sales report, will become available in a future release of Platinum.
- Q. Can I print packing information on a delivery note?
- A. As listed in Stage 3, there will be some standard formats which will print weight and total weight on them. The Sales Order Processing Delivery Note format will print weight, total weight, a small section of order notes and delivery information, if entered, while the Invoice will print weight and total weight. The Stock Control Delivery Note and Invoice and Workshop Invoice will print weight and total weight. There is currently no facility to print packaging information for Unit Sales documents. Further developments may follow in the future. If you have specific requirements please Contact your Platinum dealer or our sales team on 0116 230 1500 or by using our website sales contact page to discuss the charges for additional changes.
See also
- Downloading a Platinum update
- How do I check when I last had a Platinum update?
- How do I enter a commodity code?
- How do I ensure commodity details print for specific customers?.
- How do I Create Non-Moving Items?
- How do I show freight and shipping charges on an invoice?
