How would I use RIM and Style Sheet Tool to handle change of Tax Number (OiB) in Croatia (Part 1 of 3)

How would I use RIM and Style Sheet Tool to handle change of Tax Number (OiB) in Croatia (Part 1 of 3)

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Here's the problem... Tax number for all companies is being changed in Croatia. This means a lot of hassle collecting new tax numbers from your customers, vendors and contact to ensure seamless opereation when it becomes mandatory to use. Specially, tax reporting for December needs to be done using old tax number and you need to start using new in your accounting from 1.1.2010. Nightmare in this holiday time of year you'd like to spend with family and friends. So, I thought, why not using what you already have in Dynamics NAV? RIM's Data migration tools? Style sheet tool?

Some logistics first, before I get started.

Currently, we have 2 versions of Dynamics NAV supported in Croatia (NAV 4.0 SP3 and NAV 5.0 SP1 with Feature Pack 1). Rapid Implementation Methodology Toolkit (RIM Toolkit), which is now part of Sure Step methodology, is localized and available for both of these versions on Dynamics NAV.

From July 2009, RIM Toolkit (part of Sure Step Methodology) is available to all partners, so why not taking advantage of this tool?

For Croatian version of Dynamics NAV 4.0, there was a separate release of localized RIM Toolkit (download link).

Localized RIM toolkit is available as integral part of latest Croatian version of Dynamics NAV release (download link for NAV 5.0 SP1 FP1).

Style Sheet tool is also available for download from this link. I used Style Sheet Tool version 1.1 while preparing this guide.

At the moment new tax number regulations were published (OiB), it seemed to me, users will only have to replace current VAT Registration Number with new tax number Tax Authority will supply them with. Apart from updating their own VAT Registration number, users will have to do this for their master data (Customers, Vendors and Contacts) and open documents (orders, invoices and credit memos) as well. However, from conversations I had with partners, most trouble customers will have will be the transition period where they still need to do reporting with old VAT Registration No, while at the same time create new documents with new tax number, that, as per legislation, has clear usage cut-off date - 1.1.2010.

Handling VAT Registration No update process out of the system should enable users do their day to day business in with no interruptions, keeping their customer, vendor and contact data in structured format, out of the system, until new tax numbers are collected. When users receive new tax numbers from their customers, vendors and contacts they will update data prepared by RIM toolkit and import it back in the system (on 1.1.2010). RIM toolkit will ensure validation logic is executed over changed data.

On the other hand Style Sheet Tool will enable users prepare documents to send to customers, vendors and contacts to collect their new tax numbers (OiB).

Business process from customer perspective looks like this:

  1. Export customer, vendor and contact data from Dynamics NAV to Excel file
  2. Request customers, vendors and contacts for their new tax number using documents created with help of Style Sheet Tool
  3. Enjoy the year end holidays with friends and family
  4. Update data exported in step 1 with new tax number received from customers, vendors and contacts and import it back in Dynamics NAV

Over the next few weeks, I will post parts 2 and 3 in this series, which describe these four steps.

 -Ivan Koletic

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