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SAD

SAD

SAD

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Single Administrative Document (SAD) document types have the following settings.

 

ID The 3-character ID of the document type.
Short Name The optional short name of the document type (used in overviews).
Name The name of the document type as it appears in menus.
Record Only If checked, the document type will be visible in the menu and you will be able to create new documents in this document type, but it will not be available for automatic posting, will not be included in the warehouse card and some reports.
Change Clerk (visible only if Change Clerk on Documents is set to Set at Document Type in Administration Panel | Settings | Program Parameters | Company | General)
If checked, the Clerk can be changed on documents of this document type.
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.
Sender/Exporter The default sender or exporter for this document type ( SAD box 2).
(Sender Exporter Label) The custom label of the sender or exporter as it appears in the header of documents of this document type.
Consignee The default consignee for this document type ( SAD box 8).
(Consignee Label) The custom label of the consignee as it appears in the header of documents of this document type.
Forwarder The default forwarder for this document type ( SAD box 14).
(Forwarder Label) The custom label of the forwarder as it appears in the header of documents of this document type.
Document 1 The label of linked document 1 that appears in the header of documents of this document type. If this is left blank the relevant field is not visible on documents.
If the checkbox next to this field is checked it means that the input of this information on the document is mandatory. If such an information is not provided, a warning is returned (Linked document must be specified).
Customs Proc. The default previous and required customs procedure of this document type.
Customs Office The default custom office for documents of this document type.
Nature of Transac. The default nature of transaction for documents of this document type.
Type Select whether the SAD is used for imports or exports.
Entry in the Records
  • Entry in the R. - Incmpl. SAD - for incomplete SADs based onentries in the records that relate to received or isssued documents.
  • Entry in the Records - for "umbrella" documents of incomplete SADs. This is for entries in the records that are related to the incomplete SADs from the previous option.
  • Not an Entry in the Records - for all import and export SADs that do not use entries in the records.
Simplified Procedure If this document type is an entry in the records, specify information for the permission for a simplified procedure for customs clearance or filing customs declarations.
  • Date - date when the permission was issued
  • Number - identification number of the permission
 

For examples see:


 

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