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[BC Idea]: Intrastat - Setup for necessary fields + functionality to use card data instead of transactional data #27681

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AnnaMalekITIntegro opened this issue Nov 25, 2024 · 1 comment · May be fixed by #27919
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approved The issue is approved bcidea Issue is created based on a BC Idea linked Issue is linked to a Azure Boards work item SCM GitHub request for SCM area

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@AnnaMalekITIntegro
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AnnaMalekITIntegro commented Nov 25, 2024

BC Idea Link

https://experience.dynamics.com/ideas/idea/?ideaid=25e443a0-7df6-e911-b862-0003ff68d4fc

Description

??? Transaction Type Mandatory - If a checkmark is inserted in this field,
the system checks during posting whether the Transaction Type field has
been filled in sales, purchase and transfer documents. After posting these
documents, the entries will be created in the following tables: Item Ledger
Entries or Job Ledger Entries tables.
??? Transaction Spec. Mandatory - If a checkmark is inserted in this field,
the system checks during posting whether the Transaction Specification
field has been filled in sales, purchase and transfer documents. After posting
these documents, the entries will be created in the following tables: Item
Ledger Entries or Job Ledger Entries tables.
??? Transport Method Mandatory -If a checkmark is inserted in this field,
the system checks during posting whether the Transport Method field has
been filled in sales, purchase and transfer documents. After posting these
documents, the entries will be created in the Item Ledger Entries or Job
Ledger Entries tables.
??? Shipment Method Mandatory - If a checkmark is inserted in this field,
the system checks during posting whether the Shipment Method Code
field has been filled in sales, purchase and transfer documents. After posting
these documents, the entries will be created in the following tables: Item
Ledger Entries or Job Ledger Entries tables.
??? Tariff No. Mandatory ??? If a checkmark is inserted in this field, the system
checks during posting whether the Tariff No. field has been filled in sales,
purchase and transfer documents. After posting these documents,
the entries will be created in the Item Ledger Entries or Job Ledger Entries
tables.
??? Net Weight Mandatory ??? If a checkmark is inserted in this field, the system
checks during posting whether the Net Weight field has been filled in sales,
purchase and transfer documents. After posting these documents, the
entries will be created in the Item Ledger Entries or Job Ledger Entries
tables.
??? Country/Region of Origin Mand. ??? If a checkmark has been inserted in this
field, during posting the system checks whether the Country/Region of
Origin Code field has been filled in sales, purchase and transfer documents.
After posting these documents, the entries will be created in the Item
Ledger Entries or Job Ledger Entries tables.

If would be also good to make possible to use card, not transactional data for some of Intrastat attributes, like:

??? Get Tariff No. From ??? Click the drop-down arrow in this field to select a
source for the tariff number used when creating Intrastat journal lines.
The following options are available:

  • Posted Entries - The system will get the tariff number from entries from
    the following tables: Item Ledger Entries or Job Ledger Entries.
  • Item Card ??? The system will enter the tariff number from the item card.
    ??? Get Net Weight From ??? Click the drop-down arrow in this field to select
    a source for the net weight used when creating Intrastat journal lines.
    The following options are available:
  • Posted Entries ??? The system will get the net weight from entries from
    the Item Ledger Entries or Job Ledger Entries tables.
  • Item Card ??? The system will get a net weight value from the item card.
    ??? Get Country/Region of Origin ??? Click the drop-down arrow in this field to
    select a source for the country/region of origin used when creating Intrastat
    journal lines. The following options are available:
  • Posted Entries ??? The system will enter the country/region of origin from
    entries from the Item Ledger Entries or Job Ledger Entries tables.
  • Item Card

I will provide the implementation for this BC Idea

  • I will provide the implementation for this BC Idea
    Internal work item: AB#332149
@AnnaMalekITIntegro AnnaMalekITIntegro added the bcidea Issue is created based on a BC Idea label Nov 25, 2024
@bcbuild-github-agent bcbuild-github-agent added the linked Issue is linked to a Azure Boards work item label Nov 26, 2024
@JesperSchulz JesperSchulz added the SCM GitHub request for SCM area label Dec 6, 2024
@altotovi
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altotovi commented Dec 6, 2024

We can approve this idea partially. First keep in mind the idea was related to the old Intrastat Journals feature, and now it should apply to new Intrastat Reporting.
So, we approve to add the following setup:

  • Transaction Type Mandatory
  • Transaction Spec. Mandatory
  • Transport Method Mandatory
  • Shipment Method Mandatory
  • Tariff No. Mandatory
  • Net Weight Mandatory
  • Country/Region of Origin Mandatory

The following setup is not approved:

  • Get Tariff No. From
  • Get Net Weight From
  • Get Country/Region of Origin

Completely setup must be done in the Intrastat Report Setup (T4810/P4810); FastTab=Default Transactions.

@JesperSchulz JesperSchulz added the approved The issue is approved label Dec 6, 2024
@AnnaMalekITIntegro AnnaMalekITIntegro linked a pull request Jan 10, 2025 that will close this issue
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Labels
approved The issue is approved bcidea Issue is created based on a BC Idea linked Issue is linked to a Azure Boards work item SCM GitHub request for SCM area
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