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We are using Microsoft Dynamics 2015.
It looks like there will be a need to create a Commercial Invoice for goods shipped from UK to Republic of Ireland and Europe very soon and we would like to ask if anyone has created a Commercial Invoice from a Sales Order ?
The information regarding the shipment is all entered on the sales order and other information needed for an Commercial invoice like "Commodity Code" are also held in the data base that can be pulled into a report.
There is also an option on a sales order to produce a Pro-Forma report, has any one incorporated this function into a Commercial Invoice ?
We normally do not generate the Commercial invoice from the un-posted document, because if a user changes the SO before posting, the commercial invoice you submitted to the customer/authorities and the document posted in the system can have discrepancies. That could be a problem in an audit.
But if you are managing that with the users and you really need to generate the commercial invoice form the sales order, it's just a report customization that you need to do, to include the required fields and adjust the title to commercial invoice/tax invoice.
How do you produce your commercial invoice and at what point in the sales order process ?
The commercial Invoice must be available for the customs officers when shipping the goods. I would create a copy of the Sales Shipment report and modify it so that it includes the headers and information required in the Commercial Invoice. You will probably need a developer for this.
Description of goods
- This gives the customs authorities a clear indication of what's in your parcel. The description should explain what it is, what it's made of, and what it's used for (if applicable). It should be clear and describe all items included in the shipment.
Value your shipment accurately
- Even if the item is a sample, gift or return, it still has a value of at least the production costs. The value should be as accurate as possible. If customs question your valuation, it could cause delays and penalties. One further tip, list the value of the goods in the currency you specify on the invoice.
Country of origin
- This describes where the goods are manufactured. It can be different from where the goods are shipped.
Please note: DPD and Landmark receive the commercial invoices electronically after the booking process, this means you will not receive a commercial invoice to print along with your labels.
What is a commercial invoice and do I need one?
The commercial invoice is normally a modified (to include the extra information required) version of standard Posted Sales Invoice report. The point where you print, depends on your business requirement. Normal practice in Sri Lanka is we print it after posting the Sales Order/Invoice. You'll have to decide that based on your/clients business requirement.
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