(DEU) Generate the EU sales list
Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012
German businesses that supply items to other companies in European Union (EU) countries or regions can generate periodic reports that itemize their sales transactions. The EU sales list report contains the value of items that are sold to value-added tax (VAT) registered customers in other EU countries or regions. You can generate the EU sales list as an ELMA5 text file. You can generate the EU sales list on a monthly, bimonthly, quarterly, or yearly basis.
Nota
This topic does not apply to versions of Microsoft Dynamics AX 2012 prior to cumulative update 5 for AX 2012.
You must perform the following tasks before you can generate the EU sales list.
Set up a country or region code. For more information, see Tareas clave: configurar formatos de dirección.
Create a customer group and a customer record. For more information, see Creación de un grupo de clientes and Creación de un registro de cliente.
Create products and services. For more information, see Tareas clave: definir productos.
Set up Intrastat parameters for the EU sales list. For more information, see Acerca de Intrastat and Configurar Intrastat desde una factura de servicio.
Create and post sales orders. For more information, go to Create or edit a sales order and Key tasks: Customer invoices.
Create and post free text invoices. For more information, see Tareas clave: facturas de servicios.
Create project invoices. For more information, see Acerca de facturación and Crear y registrar propuestas de factura.
Use the EU reporting form to generate the EU sales list as an ELMA5 text file.
Click Organization administration > Periodic > Foreign trade > EU sales list.
Click Transfer to open the Transfer transactions for EU sales list form.
Select the criteria to transfer the customer invoices or project invoices to the EU sales list, and then click Transfer to transfer the invoices to the EU sales list form. For more information, see Transacciones de transferencia de la lista de ventas de la UE (formulario) and Lista de ventas de la UE (formulario).
In the EU sales list form, click Validate, select criteria, and then click OK. Make any corrections that are needed.
Click Reporting to open the EU reporting form.
In the Reporting period field, select the period to generate the report for.
In the From date field, select the starting date to generate the report for.
Select the Generate file check box to generate the report as an ELMA5 text file, and then in the File name field, specify a path and a file name for the report.
In the EU Sales List Registration ID field, enter the identification code of the EU sales list registration.
Select the Correction check box to indicate that the report is a correction report.
In the Notification type field, select one of the following options as the type of notification for the report:
Notice – Submit the EU sales list on a monthly basis in the future.
Revocation – Submit the EU sales list for the period that you specify in the Reporting period field.
Click OK to generate the EU sales list as an ELMA5 text file.