Import declaration document form
The Import declaration document form contains all transaction details required before saving and posting.
Open the form from the : select Create, or select a document and choose Edit. Viewing requires view permission, creating and saving require edit permission, and posting or unposting requires post permission. Fields marked with an asterisk are required.
Sections and tables
The form contains Import Nomenclature, Import Non Current Assets, Customs Declaration(short), Accounting, Files tabs. Complete the document header before moving between them.
Related tables use Document Of Purchase Asset, Fixed Asset, Customs Percent, VAT, Accounting Account, Tax purpose, Document Of Purchase, Nomenclature, Unit, Quantity, Variation, Coeff. columns. Add lines with the corresponding command, complete them in order, and verify totals before saving.
Fields
| Field | Required | How to complete |
|---|---|---|
| Number | When required by the form | Select an available value; the available choices depend on the context already entered. |
| Document date | Yes | Enter the required date, period, or time. |
| Organization | Yes | Select an available value; the available choices depend on the context already entered. |
| Custom | Yes | Select an available value; the available choices depend on the context already entered. |
| Contract | Yes | Select an available value; the available choices depend on the context already entered. |
| Supplier | Yes | Select an available value; the available choices depend on the context already entered. |
| Currency | Yes | Select an available value; the available choices depend on the context already entered. |
| Exchange rate | When required by the form | Verify the rate for the selected currency and document date. |
| Legal Action Type By Contract With Custom | When required by the form | Enter the value from the source document or the approved transaction terms. |
| Contract Settlement Type With Custom | When required by the form | Enter the value from the source document or the approved transaction terms. |
| Vat Account Scheme By Contract With Custom | When required by the form | Enter the value from the source document or the approved transaction terms. |
| Settlement Account | When required by the form | Select an available value; the available choices depend on the context already entered. |
| Advance Account | When required by the form | Select an available value; the available choices depend on the context already entered. |
| Tax Credit Vat Account | When required by the form | Select an available value; the available choices depend on the context already entered. |
| Movement Direction Type Code | Yes | Select an available value; the available choices depend on the context already entered. |
| Customs Regime Type Code | Yes | Select an available value; the available choices depend on the context already entered. |
| Custom Declaration Type Code | Yes | Select an available value; the available choices depend on the context already entered. |
| Declaration Registration Number | Yes | Enter the value from the source document or the approved transaction terms. |
| Incoterms Type | Yes | Select an available value; the available choices depend on the context already entered. |
| Declarant | Yes | Select an available value; the available choices depend on the context already entered. |
| Place Of Delivery | Yes | Select an available value; the available choices depend on the context already entered. |
| Finance Responsible | Yes | Select an available value; the available choices depend on the context already entered. |
| Vehicle | Yes | Enter the value from the source document or the approved transaction terms. |
| Trailer | When required by the form | Enter the value from the source document or the approved transaction terms. |
Automatic values and dependencies
- After an organization is selected, its base currency and available defaults are filled in; incompatible dependent values must be selected again.
- After a contract is selected, its currency, transaction type, and accounting terms available to this document are filled in.
- After an item is selected, the available unit, tax, and accounting details are filled into the line.
Validation, saving, and posting
Depending on the form state, Document date, Organization, Custom, Contract, Supplier, Currency, Movement Direction Type Code, Customs Regime Type Code, Custom Declaration Type Code, Declaration Registration Number, Incoterms Type, Declarant, Place Of Delivery, Finance Responsible, Vehicle can be marked as required. Some of these fields are shown only for the relevant operation type or organization settings; follow the visible asterisks.
- Verify the number, date, organization, and all dependent details.
- Make sure all table lines are complete and quantities, amounts, taxes, and totals agree.
- Select Save to record the document without posting, or Save and post to run its business rules at the same time.
Posting records customs value, charges, and their allocation among imported items.
To change a posted document, use Unpost first. Related documents, a closed period, or other dependencies may block the action; the form then displays a message. After corrections, save and post the document again.
Files and printing
Use the Files tab to add supporting attachments. Verify the file version and avoid unnecessary personal data.
No dedicated print form is configured for this module.