Configuration guidelines

For electronic reporting, see Further configuration guidelines to report electronically. See the Infor M3 Cloud Configuration Guide for the ION configuration of this message.

Program ID Program name Description or comment
MNS100/G Company. Connect Division Set the VAT tax method per division and specify the company tax and VAT numbers.
CRS750 Settings - General Ledger

In panel E, set the Ck trans table field to 1-Check.

In panel F, specify this information:

VAT from date

Select the VAT chk online check box.

Set the Accept VAT dev (Acceptable VAT deviation) field, for example, to 0,00.

Set the VAT date type field to 2-Invoice date.

Set the VAT printout field to 3-VAT on inv & in AP.

CRS030

CRS031

VAT Code. Open

VAT Rate. Open

See Configuration guidelines for ‘VAT Code. Open’ (CRS030).
CRS395 Accounting Rule. Set Configure all VAT setups.
CRS630 Accounting Identity. Open Set the VAT & the accounts that are subject to VAT:
  • VAT payable, with the type 1
  • EU VAT payable, with the type 1
  • VAT receivable, with the type 2
  • VAT reported, with the type 0
  • VATable Sales accounts, with the type 3
  • VATable purchase accounts, with the type 4
CRS610/J Customer. Open Set the Tax applicable field and specify the VAT code.
CRS624/F Supplier. Define Purchase & Financial Set the field and specify the VAT code.
MMS001/G Item. Open Set the VAT code purch and VAT code sales fields to the VAT ( USt) codes for purchasing and selling.
MMS002/I Item. Connect Warehouse

To open (MMS002), select a record in (MMS001), then select Related > Item/Warehouse.

In (MMS002/I), set the VAT code purch and VAT code sales fields to the VAT ( USt) codes for purchasing and selling.
OIS002/F Customer. Connect Addresses Optionally, in the VAT reg no field, specify the USt-IdNr registration number.
CRS165 Number Series. Open Create the ‘64 B – VAT’ template reports, ‘64 D – Electronic VAT’ report, and ‘64 E – Annual VAT’ reports, if necessary.
TXS005-TXS009 VAT Report Template. Open Define the content required for the DE-UVA report. See Configuration guidelines for format UVA.
TXS020 VAT Exception. Open
TXS030 Fiscal Representation. Open Complete if relevant.
TXS001 VAT Reporting. Connect MI Transactions Create two entries for transactions GetHeadInfo and LstVATLine. See Configuration guidelines for ‘VAT Reporting. Connect MI Transactions’ (TXS001).
TXS100 VAT Run. Open