How to add a field from vat entry to vat statement?

[Rajan_Rajan]

Hi all

I am new to nav ,can any one of you tell me how to add/ populate value from vat entry to vat statement. Is there possibility to add ?

Please suggest me how to do this.

Thanks,
Rajan_Rajan

[Rajan_Rajan]

Hi @pjllaneras ,can you help me out of this

Thanks,
Rajan

[Scarlett_Jonathon]

In order to add/populate value from VAT entry to VAT statement in Microsoft Dynamics NAV, you can follow these steps:

1. Open the VAT statement form in NAV.
2. Click on the “New” button to create a new VAT statement.
3. Fill in the necessary details for the VAT statement, such as the period and posting date.
4. Next, you need to add the VAT entries to the statement. To do this, click on the “VAT Entries” button on the VAT statement form.
5. In the “VAT Entries” window, you can see all the VAT entries that have been posted for the period you selected. To add a VAT entry to the statement, select the entry and click on the “Add to Statement” button.
6. Once you have added all the necessary VAT entries to the statement, you can populate the values by clicking on the “Calculate” button. This will calculate the total VAT amount for each VAT code and fill in the corresponding fields in the VAT statement.
7. If you need to make any adjustments to the values in the statement, you can do so by clicking on the “Adjustment” button.
8. Finally, you can print the VAT statement by clicking on the “Print” button.

I hope this helps you! If you have any further questions, please feel free to ask.

[Rajan_Rajan]

Hi @Scarlett_Jonathon

thank you so much. but i have custom field in vat entry table, I need to filter the vat statement based on my custom field that available in vat entry. can you please help me out of this?

Thanks,
Puthumai.

[pjllaneras]

Hi @Rajan_Rajan,

If you need a unique filter that affecs to all results from a VAT Statement, you can create a FlowFilter field in a table extension for “VAT Statement Line” (if you need a independent filter for each line, this must be a normal field of the type you need to filter data in VAT entry table), then you have to copy the “VAT Statement” report, make all changes you need to apply filter and get result.

You need to create a copy of “VAT Statement Preview Line” page, and do necessary modifications in this page to use your new report instead of standard for calculations.

Finally you must make a page extension for “VAT Statement” page, to hide “Preview” button and put your own “Preview” button that show your own “VAT Statement Preview Line” page.

Optionally you can do a copy of “Telematic VAT Declaration” report to use your own report to create the TXT file. You must change the previous page extension to substitute the standard action for you new action to genarate TXT file.

Sorry but this part is not easy for a beginner, but I hope this can help you.

PD: I’ve been out for a long time, and I’ve been a bit surprise to see that someone has mentioned me.

[Rajan_Rajan]

Hi @pjllaneras ,

It’s very immense pleasure to discuss with you , I have a clarification, for the insert of vat entry done in codeunit 12.

Where could I see the insertion of vat statement? How they are loading data into vat statement line and which object is helps to insert data?

Can you help me to this?

Thanks,
Rajan.

[pjllaneras]

The insertion of VAT Statement and VAT Statement Line is manual, it not depends on codeunit 12 nor any other.

You must create the VAT Statement and add all lines manually. As starting point, you can use the those in Cronus company (use Rapid Start to export and import data) and do all modifications you need there.

VAT Statement is for reporting and creating a TXT file. It’s like the Financials reports (known before as Account Schedule), but refering to VAT Entry instead of G/L Entry/G/L Budget Entry.

Best regards.

[mark_morales]

@Scarlett_Jonathon

In order to add/populate value from VAT entry to VAT statement in Microsoft Dynamics NAV, you can follow these steps:

1. Open the VAT statement form in NAV.
2. Click on the “New” button to create a new VAT statement.
3. Fill in the necessary details for the VAT statement, such as the period and posting date.
4. Next, you need to add the VAT entries to the statement. To do this, click on the “VAT Entries” button on the VAT statement form.
5. In the “VAT Entries” window, you can see all the VAT entries that have been posted for the period you selected. To add a VAT entry to the statement, select the entry and click on the “Add to Statement” button.
6. Once you have added all the necessary VAT entries to the statement, you can populate the values by clicking on the “Calculate” button. This will calculate the total VAT amount for each VAT code and fill in the corresponding fields in the VAT statement.
7. If you need to make any adjustments to the values in the statement, you can do so by clicking on the “Adjustment” button.
8. Finally, you can print the VAT statement by clicking on the “Print” button.

I hope this helps you! If you have any further questions, please feel free to ask.

hello…Thanks a lot! That was really helpful and easy to understand. This step-by-step guide really helps you deal with VAT bills in Dynamics NAV. I’ll also use vatcalc.dev to make sure the VAT numbers are correct it’s a great way to be sure. Thanks for your help!!!