Require Intrastat classifications on documents
Important
Some of the functionality described in this release plan has not been released. Delivery timelines may change and projected functionality may not be released (see Microsoft policy). Learn more: What's new and planned
| Enabled for | Public preview | General availability |
|---|---|---|
| Users by admins, makers, or analysts | - | Apr 2025 |
Business value
This feature enhances the efficiency of Intrastat reporting by allowing you to set one or more mandatory classification values for specific document types. Having multiple mandatory fields reduces the risk of missing crucial information, ensuring complete and accurate Intrastat reports. This streamlines the reporting process, saving time and minimizing errors.
Feature details
The Intrastat Report Setup page now includes the following setup fields:
- Transaction Type Mandatory
- Transaction Spec. Mandatory
- Transport Method Mandatory
- Shipment Method Mandatory
You must fill in these fields on purchase or sales documents based on your selections if the subject of your transaction is sales or purchases between two different EU countries. This requirement prevents people from posting documents without adding this important information, which reduces the risk of missing important details and ensures complete and accurate Intrastat reports.
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