Paid Reserve - Transfer Duty Status

Transfer duty status on Paid Reserves and manage the related duty movement rules.

An existing Paid Reserve record can be easily transferred from Duty Free to Duty Paid. The process involves creating a sales order so you can charge the customer duty and VAT plus any required admin fees.

Bevica Fine Wine is a separate extension. Please contact your system administrator or your TVision contact if you would like further information or would like to install Bevica Fine Wine.

Prerequisites

Knowledge of how to manage paid reserves.

How to transfer a Paid Reserve record from Duty Free to Duty Paid

Paid Reserves are transferred using a Sales Order.

In the area, search for Sales Order.

1. Open the page and create a new Duty Paid sales order for the paid reserve's owner.
2. From the order's ribbon select Prepare, Get Paid Reserves to Transfer Duty.
3. On the Paid Reserve Selection page that appears, select Edit List, then populate the Quantity Selected column for the paid reserves to be transferred.
4. Click OK to copy the Line(s) back onto the Sales Order. The newly created sales order lines will also charge for Duty and VAT.
5. You can manually add G/L or Resource lines to charge for miscellaneous fees if necessary.
6. When ready, Ship & Invoice the sales order as normal. It is important to note Bevica will not allow the 'Ship' only function on Duty Transfer orders, they must be Shipped & Invoiced together.

Note

Posting the sales order does not remove the stock from inventory, they remain as paid reserve inventory. The Item Ledger Entry movements are: -ve Transfer out of Duty Free +ve Transfer into Duty Paid with the cost of duty added to Cost Amount (Actual)

Additional charges

Default additional charges won't be added to sales orders with duty transfer lines.

Warehouse Integration

It is possible to send Duty Transfer sales orders to the warehouse if your warehouse offers this service. For more information see Duty Transfer 'Q' orders.

Note

A Duty Transfer sales line should not be added to a sales order with other line types.