The simplest way to create an SAD for an importation is directly through an
import document. This is recommended if you have a
single SAD for a single import document. If you have multiple documents on a
single SAD the procedure is the same, that is, you will create an SAD directly
from one of these documents and then add the other documents to the single SAD
using the Create Lines function.
1. Creating an SAD
1.1. Creating an SAD Directly
from an Import Document
Click the wizards
button in the import
document and select the Create SAD function. A window for entering the date of
the SAD and type of document you would like to use to create an SAD will appear.
Enter this information and click the Create
button.
1.2. Creating an SAD
Using the Create Lines Function
To create an SAD containing multiple import documents, use the Create Lines
function. This will allow you to create an SAD using the steps described above
from one of the documents. If you click the Create Lines
button, you can choose and link the other desired documents.
2. Entering Information in an SAD
For the sake of simplified entry, you will only be entering information
required for tax records in the SAD.
2.1. SAD Header
Field 3 (Date) (the date the invoice is received from the receiving slip). It
is also the day that the import SAD was received. The date entered here can be
copied to the invoice reception date using the SAD Reception Date to Invoice
Receiption Date option in the Approve/Copy to Documents tab.
Field 4 (Cust. Proc.) is used to enter the required customs procedures.
Field 5 (SAD) is used to enter the number of the customs document.
Field 6 (unnamed field next to SAD fields) is used to enter the date of the
customs document.
2.2. Entering Costs
In the panel for entering costs, enter the cost for each individual combined
nomenclature??. Select the appropriate code from the
Costs and Attachments register and enter the amount in the Value column.
You can enter the value of an individual cost and divide it into all customs
duty types using the Copy Costs
button.
2.3. Creating Taxes
When you click the Create Taxes
button, taxes are created in the Tax panel. Tax is created on the basis of the
tax rate you've selected in the receiving document, while the customs duty is
created on basis of information on the customs tariff entered in the
Customs Tariff register.
2.4. Costs and Taxes
In the Costs and Taxes tab, enter direct costs and transport costs linked to
the SAD. If you would like to copy these costs to the purchase calculation for
individual receipts, select them by checking the box and clicking the Copy
button.
Here you will also have an overview of costs and taxes for the entire SAD. It
will be displayed as a table and cannot be changed.
2.5. Approve/Copy to Documents
In the Approve/Copy to Documents tab, you can approve a purchase calculation
and also copy it to receiving documents. Because the date the SAD was received
is important for tax records, this will also be copied to the documents and
consequently to tax records. Here, you can also copy those lines which you've
entered in the SAD, but not in documents or the Items
register.
3. Checking Information in Import
Document(s)
Once information entered in an SAD is copied to an import document, it can be
checked in the Receiving tab of the Costing tab of the receiving document.
General Functions:
Related Topics: