EU Entry Certificates in Dynamics 365 Finance
EU entry certificates serve as essential proof of delivery for goods or services moved across European borders, often required for VAT exemption purposes and financial audits. Dynamics 365 Finance supports automated certificate generation during invoicing or manual handling through specific journal pages, along with uploading signed documents, tracking certification statuses, and associating records with relevant customer accounts.
Essential Setup Steps
1. Legal Entity Requirement
The primary address of your legal entity must be located in an EU member state to use EU entry certificates.
2. Accounts Receivable Parameter Setup
Configure global settings on the Accounts receivable parameters page:
- Select the options for Enable entry certificate management and Enable entry certificate issuing.
- Select a specific number sequence code for the Entry certificate reference to ensure certificates are properly tracked and numbered.
3. Customer-Specific Configuration
Entry certificate requirements are managed at the individual customer level. On the Customers page, navigate to the Invoice and delivery FastTab:
- Select the Entry certificate required option to indicate that a certificate is mandatory for that customer.
- Select the Issue entry certificate option to enable your legal entity to issue certificates to that customer.
4. Security Role Assignments
System administrators must ensure that users responsible for these tasks are assigned the correct security roles, including Accounts receivable clerk, Customer service representative, Sales clerk, and Shipping clerk.
Once these setup steps are complete, the system can automatically create and print EU entry certificates when you post a packing slip or customer invoice.