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Customs

     
      

To track customs warehouse, open a document type for receivings and issues from customs warehouses and document types for supplementary SAD and invoices for re-export.

WARNING

Since you will usually be posting foreign-exchange values in this document type, it is recommended that you use accounts on which it is allowed to post foreign-exchanges (for more information see the chart of accounts).

For more information see also:

Document Type Header:

ID A 3-digit alphanumeric ID of the document type.
Short Name Short name of the document type that will display on overviews.
Name Name of the document type.
Record Only If you select this option, the program will preserve the document type and you will be able to see it in the main menu, you will be able to enter new documents, but they cannot be posted automatically and will not appear in some reports, etc.
Group Enter the group and define it for individual documents. Then, with the Wizard button, we refresh the done and basic menus, where additional sub-menu containing documents with the same group are then added to the basic menu in the program.
Link to LT/LX Menu The possibility of connecting document types between the accounting version and the version of the LX/LT program, which is connected via (hosting).
Archive Classification assigned to this document type under the Classification Scheme.
Classification Document code of the selected DMS storage for saving this document type.

 

First, select a sub-panel which defines a document type:

Table of contents

  1. Document Types receiving
  2. Document Types Issue

 

1. Table of content Document Types receiving:

  1. Customs
  2. Status
  3. Financials
  4. Automatinc Posting Accounts
  5. Custom Costs
  6. Notes 
  7. Permissions

2. Table of content Document Types Issue:

  1. Customs
  2. Status
  3. Financials
  4. Notes 
  5. Permissions

1. Table of content Document Types receiving

Next, define the document type with following information:

1.1. Customs

Default Values for New Documents

Issuer For issues: issue warehouse for items. On this warehouse the program will relieve the issue.
Consignee For receivings: reception warehouse for items. On this warehouse the program will post receivings.
3rd Party Extra party that you would like to include in receivings and issues (i.e. forwarding agent)
Transactions (only in receivings) In this field you can select the default status for foreign exchange transactions.

Customs Transactions -  Additional Data

This Company Name that will display in front of the field for the entry of the warehouse.
1st Party The name of the panel for the supplier/consignee. This name will appear on the form for the entry of data.
2nd Party The name of the panel for 2nd party. This name will appear on the form for the entry of data.
Document 1 The name of the first linked document (usually supplier invoice). If you check the box on the right side of the field you will be required to enter the document 1 in the header of the document. If it is required to select the document 1 and you do not enter it in the document header the program will return an error: Linked document 2 (YYY) must be specified!
Document 2 The name of the first linked document. If you check the box on the right side of the field, you will be required to enter the document 2 in the order header. If it is required to select the document 2 and you do not enter it in the order header the program will return an error: Linked document 2 (YYY) must be specified!
Doc. Type not Added A Document type that does not add to this Document Type
Types and Other Data

Fill In Purchase Price

In this section you can set the method for filling-in the purchase price (meaning, the price for the calculation of the difference in the price) on the documents:

  • Price Input - You will enter or calculate the purchase in each document at the time of creating (used for receivings).
  • Fill Price from Current Warehouse - The program will fill-in the price for the evaluation of the currently selected warehouse (used for issues).
Transaction Document Type for Transaction
Only Active Items can be Selected If you select this option, the program will offer only items with the active status.
Mandatory Cost Center input Mandatory entry Cost Center
Allow Changind Item Description Allowed to change the name of the Item
Warning if Entering Duplicate Items If you select this option, the program will display a warning when you will try to enter an item to a document that already has this item. The program will display a warning: The item xxx already exists in line nn!.

The program will allow you to continue with your work.
Disable Changing Warehouse If you select this option, the program will not allow you change the warehouse from the one defined in the document types register for the certain document to another on.
Do Not Calculate Excise Duty

Since build 1003700 also this option is added, so the excise duty is not calculated on this document type.

If the switch is marked, the excise duty defined on the ident should not be calculated on the document.

1.2. Status

You can set up any number of statuses. These statuses will affect three below mentioned categories.

When you directly enter new document types for orders or when you duplicate the, order statuses will not be transferred or copied. If you want to copy statuses as well, you need to use the Status Transfer function.
Status ID ID of the status. The program has three predefined statuses, but new additional statuses can be created if you need them:
N - Not Approved - This status presents an information for the customer, Indicate whether the status is Not  Confirmed.
P - Approved - This status presents an information for the customer, Indicate whether the status is   Confirmed.

When entering a new order, status with the lowest alphanumeric value is used as a default status!
Description In the Description field you can enter any alphanumeric name.
Approved Indicate whether the status is Confirmed or Unconfirmed.
Account DR Select a debit account from the Chart of Accounts.
Account CR Select a credit account from the Chart of Accounts.

 

1.3. Financials

Fill in Linked Doc.

We are setting which data from the goods document will be used to fill in the related document field on the booking order:

  • Internal No..
  • Linked Doc.1
  • Linked Doc. 2
Fill In Ext Doc.

We are setting which data from the goods document will be used to fill in the third party document field on the posting order:

  • Internal No.
  • Linked Doc.1
  • Linked Doc.2
Mass Posting of Issued Invoices

We choose one of the offered options:

  • No merging
  • Merge by Days ( Target Date is Invoice Date)
  • Merge by Days ( Target Date is last day of the Month)
  • Merge by Months ( Target Date is Invoice Date)

You can read more about collective posting  here.
Use FX Rate from Doc. when Posting When posting, consider the exchange rate from the document

 

1.4. Automatic Posting Accounts

Item Type The item type for which you would like to use this account settings.
Account DR Account for debit posting of custom receivings/issue.
Account CR Account for credit posting of custom receivings/issue.

 

1. 5. Custom Coast

ID The item type for which you would like to use this account settings.
Name  
Account DR Account for debit posting of custom receivings/issue.
Account CR Account for credit posting of custom receivings/issue.

 

 

1. 6. Notes

Note

The note for this document type, for example a description on its intended use.
Default Note The note that should appear in all newly created documents of this document type.
Texts for Document Types
  • Text: ID code from the Document Texts register. 
  • Text Description: short description of the text used on the document from the Document Texts register. 
  • Content: textual content taken from the Task Description field in the Document Texts register

1. 7. Permissions

The Permissions tab enables you to check and set authorizations for the selected user on the selected document type.

The tab can be accessed from PANTHEON forms in Document Types.

Permissions

List of permissions.

Principals 

List of users with permissions for this document type.

Permissions

List of permissions assigned to users for this document type. 

Acquired from user group 

Indicates whether permissions have been inherited from a user group or a parent authorization. 

2. Table of content Document Types Issue

Next, define the document type with following information:

2.1. Customs

Default Values for New Documents

Issuer For issues: issue warehouse for items. On this warehouse the program will relieve the issue.
Consignee For receivings: reception warehouse for items. On this warehouse the program will post receivings.
3rd Party Extra party that you would like to include in receivings and issues (i.e. forwarding agent)

Customs Transactions

This Company Name that will display in front of the field for the entry of the warehouse.
1st Party The name of the panel for the supplier/consignee. This name will appear on the form for the entry of data.
2nd Party The name of the panel for 2nd party. This name will appear on the form for the entry of data.
Document 1 The name of the first linked document (usually supplier invoice). If you check the box on the right side of the field you will be required to enter the document 1 in the header of the document. If it is required to select the document 1 and you do not enter it in the document header the program will return an error: Linked document 2 (YYY) must be specified!
Document 2 The name of the first linked document. If you check the box on the right side of the field, you will be required to enter the document 2 in the order header. If it is required to select the document 2 and you do not enter it in the order header the program will return an error: Linked document 2 (YYY) must be specified!
Fill In Purchase Price In this section you can set the method for filling-in the purchase price (meaning, the price for the calculation of the difference in the price) on the documents:
  • Price Input - You will enter or calculate the purchase in each document at the time of creating (used for receivings).
  • Fill Price from Current Warehouse - The program will fill-in the price for the evaluation of the currently selected warehouse (used for issues).
Document Type (for issues only) In this section you can select the document type  which can be:
  • Goods - Receiving or issue from the customs warehouse that will affect the quantity of stock on the warehouse.
  • Customs registration - Customs registration created on the basis of daily issues. This document type does not affect quantity of the stock.
  • Transit - Invoice for the transit (re-export). This document type  does not affect the quantity of the. It can be used for posting receivables from foreign customers.

To a receiving document type the program will automatically assign the Goods type. For other document types you have to select the type in this section.
Fill Packages and Quantity per Unit from Receiving

Additional Data

(for issues only) In this field you can select the method for the filling of packages and quantity per unit when removal:

  • If you select this option, the program will fill-in on the basis of recalculated values when receiving.
  • If you do not select this option, the program will fill-in on the basis of values defined in the items register.
Check Packages and Weight at Issue (for issues only) If you select this option, the program will check the weight and packages when issuing goods from a SAD. The program will check that you do not issue more than you have received to SAD.
Different values can occur due to additional changes of the packages quantity and gross weight on the SAD. For more information see also update documents of issue.
Only Active Items can be Selected If you select this option, the program will offer only items with the active status.
Auto-Assign S/N (for issues only) If you select this option, the program will assign serial numbers automatically (for more information see Automatically discharging serial numbers).

It is not recommended to select this option if you have previously selected the Assign Automatically option in the Customs Warehouse section of the Administration Panel | Settings | Program Parameters | Goods| General. If you select this option, you will have to issue a correct serial number.
Mandatory Cost Center Input

Mandatory entry Cost Center
Allow Changing Item Description Allowed to change the name of the Item
Warning if Entering Duplicate Items If you select this option, the program will display a warning when you will try to enter an item to a document that already has this item. The program will display a warning: The item xxx already exists in line nn!.

The program will allow you to continue with your work.
Disable Changing Warehouse If you select this option, the program will not allow you change the warehouse from the one defined in the document types register for the certain document to another on.
Do Not Calculate Excise Duty

Since build 1003700 also this option is added, so the excise duty is not calculated on this document type.

If the switch is marked, the excise duty defined on the ident should not be calculated on the document.

 

2.2. Status

You can set up any number of statuses. These statuses will affect three below mentioned categories.

When you directly enter new document types for orders or when you duplicate the, order statuses will not be transferred or copied. If you want to copy statuses as well, you need to use the Status Transfer function.
Status ID ID of the status. The program has three predefined statuses, but new additional statuses can be created if you need them:
N - Not Approved - This status presents an information for the customer, Indicate whether the status is Not  Confirmed.
P - Approved - This status presents an information for the customer, Indicate whether the status is   Confirmed.

When entering a new order, status with the lowest alphanumeric value is used as a default status!
Description In the Description field you can enter any alphanumeric name.
Approved Indicate whether the status is Confirmed or Unconfirmed.
Account DR Select a debit account from the Chart of Accounts.
Account CR Select a credit account from the Chart of Accounts.

 

2.3. Financials

Fill in Linked Doc.

We are setting which data from the goods document will be used to fill in the related document field on the booking order:

  • Internal No..
  • Linked Doc.1
  • Linked Doc. 2
Fill In Ext Doc.

We are setting which data from the goods document will be used to fill in the third party document field on the posting order:

  • Internal No.
  • Linked Doc.1
  • Linked Doc.2
Mass Posting of Issued Invoices

We choose one of the offered options:

  • No merging
  • Merge by Days ( Target Date is Invoice Date)
  • Merge by Days ( Target Date is last day of the Month)
  • Merge by Months ( Target Date is Invoice Date)

You can read more about collective posting  here.
Accounts for automatic Posting
  • Item Type
  • Account DR
  • Account CR

 

2.4. Notes

Note

The note for this document type, for example a description on its intended use.
Default Note The note that should appear in all newly created documents of this document type.
Texts for Document Types
  • Text: ID code from the Document Texts register. 
  • Text Description: short description of the text used on the document from the Document Texts register. 
  • Content: textual content taken from the Task Description field in the Document Texts register

 

2.5. Permissions

The Permissions tab enables you to check and set authorizations for the selected user on the selected document type.

The tab can be accessed from PANTHEON forms in Document Types.

Permissions

List of permissions.

Principals 

List of users with permissions for this document type.

Permissions

List of permissions assigned to users for this document type. 

Acquired from user group 

Indicates whether permissions have been inherited from a user group or a parent authorization. 

 

 

 

Related topics:

  Document Types

  Program

Customs

Customs Warehouse

010381.gif010411.gif010382.gif010383.gif

 

 

To track customs warehouse, open a document type for receivings and issues from customs warehouses and document types for supplementary SAD and invoices for re-export.

First, select a sub-panel which defines a document type:

  • receiving to customs warehouse;
  • removal from customs warehouse.

50316.gif

Next, define the document type with following information:

 

ID A 3-digit alphanumeric ID of the document type.
Name Name of the document type.
Short Name Short name of the document type that will display on overviews.
Record Only If you select this option, the program will preserve the document type and you will be able to see it in the main menu, you will be able to enter new documents, but they cannot be posted automatically and will not appear in some reports, etc.
Change Clerk If you have selected in the Administration panel | Settings | Program Parameters | Company | General in the Change Clerk on Documents section the Set at Document Type option, the Change Clerk checkbox will appear in Document Types | Customs panel an you will be able to define it.
  • If you select the option, you will allow to change the clerk,
  • If you do not select the option, you will not allow to change the clerk
Note In this section you can enter notes that will present an internal mark for the document type. 
Default Note In this section you can enter a default note for the individual document type. The note will appear on all documents created of this document type. 

Default Values for New Documents

Issuer For issues: issue warehouse for items. On this warehouse the program will relieve the issue.
Consignee For receivings: reception warehouse for items. On this warehouse the program will post receivings.
3rd Party Extra party that you would like to include in receivings and issues (i.e. forwarding agent)
Transactions (only in receivings) In this field you can select the default status for foreign exchange transactions.

Customs Transactions

This Company Name that will display in front of the field for the entry of the warehouse.
1st Party The name of the panel for the supplier/consignee. This name will appear on the form for the entry of data.
2nd Party The name of the panel for 2nd party. This name will appear on the form for the entry of data.
Document 1 The name of the first linked document (usually supplier invoice). If you check the box on the right side of the field you will be required to enter the document 1 in the header of the document. If it is required to select the document 1 and you do not enter it in the document header the program will return an error: Linked document 2 (YYY) must be specified!
Document 2 The name of the first linked document. If you check the box on the right side of the field, you will be required to enter the document 2 in the order header. If it is required to select the document 2 and you do not enter it in the order header the program will return an error: Linked document 2 (YYY) must be specified!
Fill In Purchase Price In this section you can set the method for filling-in the purchase price (meaning, the price for the calculation of the difference in the price) on the documents:
  • Price Input - You will enter or calculate the purchase in each document at the time of creating (used for receivings).
  • Fill Price from Current Warehouse - The program will fill-in the price for the evaluation of the currently selected warehouse (used for issues).
Document Type (for issues only) In this section you can select the document type  which can be:
  • Goods - Receiving or issue from the customs warehouse that will affect the quantity of stock on the warehouse.
  • Customs registration - Customs registration created on the basis of daily issues. This document type does not affect quantity of the stock.
  • Transit - Invoice for the transit (re-export). This document type  does not affect the quantity of the. It can be used for posting receivables from foreign customers.

To a receiving document type the program will automatically assign the Goods type. For other document types you have to select the type in this section.
Fill Packages and Quantity per Unit from Receiving (for issues only) In this field you can select the method for the filling of packages and quantity per unit when removal:
  • If you select this option, the program will fill-in on the basis of recalculated values when receiving.
  • If you do not select this option, the program will fill-in on the basis of values defined in the items register.
Check Packages and Weight at Issue (for issues only) If you select this option, the program will check the weight and packages when issuing goods from a SAD. The program will check that you do not issue more than you have received to SAD.
Different values can occur due to additional changes of the packages quantity and gross weight on the SAD. For more information see also update documents of issue.
Only Active Items can be Selected If you select this option, the program will offer only items with the active status.
Auto-Assign S/N (for issues only) If you select this option, the program will assign serial numbers automatically (for more information see Automatically discharging serial numbers).

It is not recommended to select this option if you have previously selected the Assign Automatically option in the Customs Warehouse section of the Administration Panel | Settings | Program Parameters | Goods| General. If you select this option, you will have to issue a correct serial number.
Warning if Entering Duplicate Items If you select this option, the program will display a warning when you will try to enter an item to a document that already has this item. The program will display a warning: The item xxx already exists in line nn!.

The program will allow you to continue with your work.
Disable Changing Warehouse If you select this option, the program will not allow you change the warehouse from the one defined in the document types register for the certain document to another on.

Accounts for Automatic Posting

Item Type The item type for which you would like to use this account settings.
Account DR Account for debit posting of custom receivings/issue.
Account CR Account for credit posting of custom receivings/issue.

 

000001.gif Since you will usually be posting foreign-exchange values in this document type, it is recommended that you use accounts on which it is allowed to post foreign-exchanges (for more information see the chart of accounts).

For more information see also:


 

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