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Setup page · Tax

Transport method

A setup page for the transport methods used in Intrastat reporting.

Used by
Accountant, Accounting manager, Accounting supervisor
Business process
Report tax and financial data to authorities in Dynamics 365 Finance
Menu item
IntrastatTransportMode
Main table
IntrastatTransportMode
Data entity
IntrastatTransportMethodEntity
Setup steps
1 on this page
Show what matters for

Everyone

1What it is and why

What it isA setup page for the transport methods used in Intrastat reporting.
What you do hereUsed to set up transport modes to meet country/region requirements, with a default transport method on each mode of delivery.
Example—
Transport method page in Dynamics 365
The page in a working Dynamics 365 system. page title tab to open what to set or check

Functional consultant · Solution architect

2Where it fits

Business processRecord financial transactions › Record tax commitments › Report tax and financial data to authorities in Dynamics 365 Finance
Menu pathTax › Setup › Foreign trade › Transport method
Set up first—
Used next by—
Related pagesForeign trade parameters Microsoft Learn ↗

End user · Functional consultant

3How to do it

Step by step, with screenshots

Set up Transport method1 screen

Used to set up transport modes to meet country/region requirements, with a default transport method on each mode of delivery.

  1. Screen 1

    Add the transport method

    Go to Tax > Setup > Foreign trade > Transport method

    1. Select New
    2. Enter the Transport code and Description
    3. Select Port if the method uses a port
    4. Select Save
    1TransportBEAT-SEA
    DescriptionAtlas demo sea freight
    PortSelected
    Add the transport method (zoomed on the outlined fields)
    Show the full screenAdd the transport method
    page title tab to open what to set or check

Microsoft's steps

—

Field guide

FieldWhat it meansWorked exampleTable column
Transport—BEAT-SEA—
Description—Atlas demo sea freightDescription
Port—SelectedPort

Functional consultant

4Setup decisions

Setup stepRecommended value and whyDecision · common mistake · test
Set up Transport method——

Solution architect

5Design impact

Shared or per companyPer company: each legal entity has its own records. Microsoft data model ↗
Can it be undone—
Feature or country—
If you change it later—

Technical architect

6Technical

Menu itemIntrastatTransportMode Checked in Dynamics 365
FormIntrastatTransportMode Checked in Dynamics 365
TableIntrastatTransportModeShown as “Transport method” in Record infoChecked in Dynamics 365
Data entitiesIntrastatTransportMethodEntityTransport method Microsoft data model ↗
Who can open itPrivilegesMaintain Intrastat transport methods IntrastatTransportModeMaintainView Intrastat transport methods IntrastatTransportModeViewDutiesEnable Intrastat process TaxIntrastatProcessEnableInquire into Intrastat reference data TaxIntrastatReferenceDataInquire
3 security rolesAccountant LedgerAccountantAccounting manager LedgerAccountingManagerAccounting supervisor LedgerAccountingSupervisor
Checked in Dynamics 365
Actions on the pageOptions: Personalize, Page options, ShareChecked in Dynamics 365

Developer

7Developer

Open it directlyhttps://<your-environment>/?mi=IntrastatTransportMode
Integrate withIntrastatTransportMethodEntity data entity Microsoft data model ↗
Table definitionIntrastatTransportMode columns and relations Microsoft data model ↗

Everyone

8Sources and checks