EU sales list - missing transfers

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Posted on by AB-21080818-0

Hi, I have followed every config from this site

Example for generic European Union (EU) sales list - Finance | Dynamics 365 | Microsoft Learn

but when I press tranfer, the invoices dont appear in the EU sales list. Anyone that know what I have done wrong or forgot?

- Anine

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BillurSamdancioglu 19,854 Most Valuable Professional on at

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I think it would be better if you could share some screen shos of your setup.

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Hana Xue Microsoft Employee on at

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Hi,
Your description is a bit simple. Can you provide some relevant step screenshots or path navigation? So that more people can view and help you better.
Best Regards,
Hana

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AB-21080818-0 43 on at

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André Arnaud de Cal... 301,075 Super User 2025 Season 2 on at

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Hi Anine,

Thanks for sharing your screenshots. The documentation mentions setting up VAT numbers aka Tax exempt numbers. The EU sales list is using these numbers for reporting. Did you add the VAT numbers to the customers and your legal entity?
Besides, there should be an actual sale where goods were delivered from the domestic company to an EU country. Can you check if there are deliveries to EU countries?

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AB-21080818-0 43 on at

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Hi, the VAT number is included yes. Is it not for services as well, only for tangible goods?

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PasqualD 83 on at

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Hi Anine,

could you progress with the problem? From the screenshots I dont see the setup for the registration types and categories and the setup on customer level.

Important milestone is that the transaction which should be included in the EU sales list report is marked as EU trade in the list code field.

Follow the mentioned documentation strictly and you should be able to transfer the invoiced transaction into the EU sales list view.

Please let us know if you need more details.

Best regards,

Pasqual

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