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Intrastat reporting on Canada to USA shipments

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We’re a Canadian business adopting D365 F&O (Supply Chain + Finance) that does 95% of its business selling into the USA. We’re using AX2012 right now.

With tariffs in place on some Chinese products, we’ve needed to submit a “shipping summary” to our freight broker so they can accurately calculate what our taxes are on shipments of goods that we pay for crossing the border (into the US).

This summary is a pivot table of our invoice lines along with itemID, item description, item cost price, invoiced quantity, HS/Commodity/Tarriff code, and country of origin. I think this amounts to basically a Bill of Lading but with item cost info.

However, instead of recreating this summary (and trying to learn DAX and PowerBI) I started reading about Intrastat and how it sounds like it can be setup to satisfy a lot of the things we need to when selling into the USA. My question is, is this doable despite the EU-centric nature of Intrastat? It's not like we need to report to a central authority, we just need to submit a similar (compressed?) report to our freight brokers.

What would I need to do to set it up? Perhaps follow the Microsoft documentation but create a relationship between legal entity (Canada) and USA (Third Country)? The only prerequisites we have right now are commodity codes (as well as item cost info and net weight). Is this doable? I just want that report on goods we pay to have shipped across the border!

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nunomaia 25 Moderator on at

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I don’t know all the details of that report, but Instrastat process is more or less what you have described. The point is that intrastat make some checks if transaction was made between EU countries. ( A Country parameter ). If I’m not in mistake you had to configure US / Canada as EU countries, with some impacts in another areas.

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Junaid Idrees on at

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Hi joey8922,

Yes please setup all Intrastate parameters and configuration. Once you are done with all setups then create Purchase Order/Sales Order/Vendor invoices and select commodity codes before posting transactions. By that way, you will have sample data available for the report.

Most inportant setup for intrastate - Foreign trade setup:

As far as i know we dont have out of the box intrastate declaration report for US and Canada region. But you can create one custom report with all required fields as you mentioned above.

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Ludwig Reinhard Microsoft Employee on at

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Hi Joey8922,

My recommendation would be not trying to use the intrastat feature. That is because of the following:

* As you mentioned it is specific to Europe

* Many setups are necessary to get valuable/good information out of the system

* You might need additional information not covered by intrastat. What are you doing then? Modifying intrastat?

* Intrastat is related to other functionalities (POs, SOs, items, etc.) that might have an impact on what you are doing currently. If you have modifications implemented then those intrastat features or your modifications might need some additional 'tweaking'.

I would rather suggest to create something separate and new and if this is a new rule/regulation that you have to follow in the US/Canada then MS should provide that functionality, right? Have you already contacted the MS support and asked about something that is coming up?

Best regards,

Ludwig

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Community Member on at

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Thanks for the reply Ludwig.

It is frustrating that I have to create a custom report for a business requirement that appears to be normal and basic. I thought Intrastat could potentially be adapted to our situation.

There are no formal rules or regulations we must adhere to for shipping from Canada into the US except for claiming CoO on taxable goods (such as China). In order to avoid higher than necessary tariff charges on our shipments, we need to present to our freight broker the *cost price* of the item - this is the key point.

Our shipments consist of different items on different invoices/packing slips so we need to present a summary (or supplemental declaration) of the items by description, commodity code, qty invoiced, country of origin and total cost price. Its amazing to me that there isn't an obvious solution to this - unless I'm missing something?

Where do I contact MS support to ask?

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nunomaia 25 Moderator on at

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Intrastat report makes is more or less want you want but it checks during preparation if transactions were made between EU countries. Not the case, for these 2 countries.

You check this page for opening incidents docs.microsoft.com/.../lcs-support

If is not a legal report, sometimes it’s required to create a customization to fulfill requirements.

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Rahul Mohta 21,032 on at

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how about leveraging ER

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Community Member on at

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I don't know how to get started with that. I've so far looked at trying to use the Excel add-in and PowerBI. The excel add-in proved cumbersome and PowerBI seemed overly complicated - I'm not SQL or DAX literate.

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Ludwig Reinhard Microsoft Employee on at

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Hi joey8922,

You can open a new support case via LCS.

Login to LCS, select your project and then click on the issues tile.

From there you can create new support requests.

Best regards,

Ludwig

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