Show TOC

Procedure documentationCreating a New Declaration Locate this document in the navigation structure

Prerequisites

  • You have configured the Intrastat settings for your company in the Intrastat Configuration window.

  • You have configured the Intrastat settings for your business partners and items.

  • You have imported an appropriate EFM format for creating the declaration file to the Electronic File Manager window.

For more information, see Configuring Intrastat Settings.

Procedure

  1. To start the Intrastat declaration wizard, from the SAP Business One Main Menu, choose   Financials   Financial Reports   Intrastat   Intrastat Declaration Wizard   or   Reports   Financials   Intrastat   Intrastat Declaration Wizard  .

  2. In step 1 of the wizard (Wizard Options), select the Create New Declaration radio button and choose the Next pushbutton.

  3. In step 2 (General Information)), select the declaration type New Declaration, specify the other information, and choose the Next pushbutton.

  4. If applicable, specify the additional information required by the declaration country in step 3 (Country-Specific Fields – <Declaration Country>)and choose the Next pushbutton. If the declaration country does not require any additional information, the wizard goes directly to step 4.

  5. In step 4 (Business Partners), edit the Intrastat data of relevant business partners as follows:

    1. Update the fields as necessary.

    2. To save the changes to the business partner Intrastat settings, choose the Save BP Settings pushbutton.

    3. Choose the Next pushbutton.

    To ensure that all relevant business partners are displayed, the business partners must meet the following requirements:

    • On the General tab of the Business Partner Master Data window, you have selected the Intrastat Relevant checkbox.

    • The business partner has a default ship-to address in a country other than the declaration country.

    • The business partner has a federal tax ID.

  6. In step 5 (Items), edit the Intrastat data of relevant items as follows:

    1. Update the fields as necessary.

    2. To save the changes to the item Intrastat settings, choose the Save Item Settings pushbutton.

    3. Choose the Next pushbutton.

    To ensure that all relevant items are displayed, on the General tab of the Item Master Data window, select the Intrastat Relevant checkbox.

  7. In step 6 (Transactions), select transactions to declare and edit the Intrastat data of the transactions as follows:

    1. Update the fields as necessary.

    2. Choose the Next pushbutton.

    For more information, see Data Collection Rules: Calculations.

  8. In step 7 (Declaration Generation), generate your declaration file by proceeding as follows:

    1. Select the Generate Declaration File radio button.

    2. Select an electronic file format for the declaration file.

    3. Specify the declaration file name and choose the Browse (Browse) button to specify its storage path.

    4. Choose the Next pushbutton.

    Note Note

    To save the Intrastat declaration instead of generating the declaration file immediately, select the Save Declaration Run radio button and then choose the Finish pushbutton to exit the wizard. The status of the saved declaration is Open.

    End of the note.

The wizard saves the executed declaration run and sets its status as Closed . For correcting executed declarations, see Correcting an Executed Declaration.