EU Extension – User Documentation

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1. Overview

The EU Extension adds essential EU features to Microsoft Dynamics 365 Business Central:

  • ✅ Intrastat Automation: Automatic preselection and defaulting of Intrastat data
  • ✅ Multiple VAT IDs: Manage and auto-select per customer country
  • ✅ EU Transfer Orders: Automatic G/L posting for cross-border transfers

Navigation: Search (🔍) → „EU Extension Setup“

2. Getting Started

  1. Check installation: Search for „EU Extension Setup“ – page opens
  2. Assisted setup: „Assisted Setup“ → „EU Extension Setup“ → Follow the wizard
  3. Test features:
    • Check „VAT-IDs“
    • Create test order with EU customer
    • Open „Intrastat Preselection“

3. Setup

Assisted Setup

  • Navigation: Search (🔍) → „Assisted Setup“ → „EU Extension Setup“
  • Step-by-step wizard for all core features
  • Fields:FieldRecommended SettingExplanationIntrastat Preselection active☑️ YesAutomatic preselectionOwn VAT-ID active☑️ YesManage multiple VAT IDs

Manual Setup

  • Navigation: Search (🔍) → „EU Extension Setup“
  • Tabs: General, Sales, Purchase, Transfer
  • All fields exactly as named in AL code

4. Intrastat Management

  • Automatic preselection: After posting, relevant transactions appear in „Intrastat Preselection“
  • Fill worksheet: „Intrastat Worksheet“ → „Get Entries“ → Check data → Export
  • Columns: Posting Date, Entry Type, Item No., Quantity, Source No., Document No., Intrastat from/to Country, Own/Partner VAT ID, Country of Origin

5. VAT Identification Numbers

  • Own VAT IDs: „VAT-IDs“ → New line → Enter Country/VAT ID/Comment
  • Automatic selection: In sales order, system selects correct VAT ID based on customer country
  • Partner VAT IDs: Manage via customer/vendor card or „VAT-IDs“

6. EU Transfer Orders

  • Process: Create transfer order → Check Intrastat/EU fields → Post shipment/receipt
  • G/L posting: Automatic if enabled and posting groups/countries are configured
  • Check: „Posted Transfer Shipments“ and „Posted Transfer Receipts“

7. Daily Workflows

  • Sales: Create order → Check VAT ID → Post
  • Purchase: Create order → Check VAT ID → Post
  • Warehouse: Perform transfer → Post shipment/receipt
  • Intrastat: Monthly check „Intrastat Preselection“ and „Worksheet“/submit

8. FAQ

  • Why is my transaction missing in preselection?
    • Check: countries, filters, activation
  • How to add VAT ID later?
    • „VAT-IDs“ → New line
  • G/L posting missing?
    • Check GLSetup, posting groups, countries

9. Troubleshooting

  • Intrastat fields empty: Check setup, set default values
  • Own VAT ID missing: Add in „VAT-IDs“
  • Performance: Set filters, adjust columns

10. Glossary

  • Intrastat: EU trade statistics for goods movement
  • VAT ID: Value Added Tax Identification Number
  • Transport Method: Type of transport (e.g. road, sea)
  • Transaction Type: Type of transaction
  • Country of Origin: Where the goods come from
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