First steps
The steps required to set up Comsol USt-ID validation for the first time are explained below.
Steps for the initial setup
- Run the setup wizard
- Functional scope in test mode
- Get a subscription
- Assignment of permission sets
- Optional change of configuration
Setup wizard
After installing the app, the current BC user is added to the setup role and you can start the setup wizard. The wizard can be started via the notification or the assisted setup menu.
Notification:
Comsol USt-ID menu:
Setup wizard:
Period of validation
If you set a period, all verifications will be shown as "invalid", in case verification timestamp is older than the set period. If field is empty, all verifications will remain valid. We recommend a period of 3 months. Format: 14 Days = 14D; 3 Months = 3M
Your VAT registration no.
For a VAT validation your own VAT registration no. must be set in the company information page. You can set the number below. The field is only editable if you have the right permission to modify the company information.
FactBox Integration
Info boxes can be displayed for a manual check of the master data. During the initial installation, the following info boxes are automatically displayed. You can change the settings at any time in the setup page.
Then finish the wizard. The Comsol USt-ID help center page opens.
The information in the setup wizard can also be changed later. To do this, start the wizard again or make your changes using the setup page.
Functional scope in test mode
After successful setup you are in the test mode of the Comsol USt-Id validation with limited functionality. Here is a list of the differences to the full version:
| Function | Test mode | Full version |
|---|---|---|
| Validate master data | Only 20 validations | ✔ |
| Batch validation | Not available | ✔ |
| Automatic validation on sales order release | Not available | ✔ |
Get a subscription
To get a subscription for the full range of functions, open the subscription management. You can open the subscription management via the Comsol USt-ID setup page:
In the subscription list you can see all your subscriptions.
In the "Subscription Details" you can see the all the details to your subscription:
To activate a new subscription, press "Purchase Subscription".
Fill in the fields in the form below.
By clicking on "Submit" you execute the subscription order. A confirmation message will appear after it has been successfully sent. The order is then processed.
Assignment of permission sets
There are three permission sets for the Comsol USt-ID app, which are automatically created when the app is installed.
| Permission Set | Description |
|---|---|
| COMVAT - VIEW | Authorizes to read the validation results |
| COMVAT - EDIT | "COMVAT - VIEW" + Authorizes to run validations |
| COMVAT - SETUP | "COMVAT - EDIT" + Authorizes to set up the Comsol USt-ID app |
The "COMVAT - SETUP" permission set is automatically assigned to the user installing the app.
Setup page
Register General
Response "D" is valid
This setting relates to the Comsol USt-ID entries. If part of the address receives the response "D", the address is assessed as invalid. If this field is set, then the address is considered to be valid. Response "D" means that this part of the address was not reported to the BZSt and therefore cannot be validated.
Period of validity
When the period of validity is set, a validated data record is displayed as "invalid" in the info box after the specified time. If no period of validity is specified, the result of the last validation is retained in the info box. We recommend a duration of 3 months. Format: 14 days = 14D; 3 months = 3M
Register System
Split-Character "Source Id"
Separator for multi-part "Source ID" s in the entries. A character that is not used in the number series should be used here.
Example:
To validate tables with compound key fields, a separator must be specified for logging in the entries.