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Custom Warehousing - CRM Declaration Default

Sequoia v1.0

CRM Declaration Defaults

If Sequoia is used for Customs Warehousing then the CFSP/Warehousing defaults will need to be configured in Sequoia CRM.

Note: This configuration will be required for each trader for whom you warehouse goods.

  1. Open the CRM module
  2. Find and open the CRM record for the appropriate trader
  3. Click on 'Declarations' on the list on the left of the form and then select the 'CFSP/Warehousing Defaults' tab (as illustrated below).
  4. Complete Customs Warehousing details as follows:
    • Don't forget to click 'Save' once you have entered the required information **
Field Value
Default Warehouse ID Specify the Warehouse ID (authorisation) under which you warehouse goods for this trader.

You can type a question mark ('?') to display a list of configured IDs
Default Warehouse Site If you have more than one site configured for customs warehousing for this authorisation, then you can specify a default one to use when creating declarations for goods being placed into warehousing.
Default Removal Owner/Customer If goods removed from the warehouse are normally removed to a certain customer (where e.g. you want that person's details to default as the consignee) then you can specify that here.

Enter the Shortcode, Account Name or TIN or type a question mark ('?') to display a list of CRM records.

SFD Results

  1. Open SFD from inventory linked Job
    • Declarant will default if setup under CFSP configuration
    • When Consignee is set to CRM record
    • CPC [37] will default
    • Premises ID [49] will default to the Warehouse ID (Authorisation)
    • Warehouse Site will default
  2. Any required AI Statements (NCGDS) can be defaulted (see Adding AI Statement & Produced Documents to declarations)
  3. If CRM states a Supplementary declaration is required when the ISW is created it will be set as Due on the FSD count.

Removal & ISW Results

  1. Create Removal to generate the removal details
    • The Removal Owner will default to the account configured
  2. Process Removal declarations to create ISW
    • DUCR will be pulled from the Removal Stock header (will match the SFD if created in Sequoia) a part number will automatically be generated Representation will be pulled from the Removal Stock header (will match the SFD if created in Sequoia) Badge will default (based on Warehouse role) Declarant will default to CFSP declarant account, if none selected will be the general default declarant CPC [37] will default to configured
  3. When Consignee [08] is set to Authorised CFSP Trader & Requires Final & Supplementary CRM record
    • Set Representation [14] to '2 - Direct Representation' Will be counted on the Consignee's FSD count
  4. When Declarant [14] is set to Authorised CFSP Trader & Requires Final & Supplementary CRM record
    • Set Representation [14] to '3 - Indirect Representation' Will be counted on the Declarant's FSD Count
  5. Stock Item details will populate Item details
  6. AI Statements / Produced Documents will be pulled from the Stock Item or CRM account
  7. Complete any other details

Removal & IFW Results

  1. Create & process Removal to generate the ISW declaration
    • The Removal Owner will default to the account configured
  2. Process Removal declarations to create IFW
    • DUCR will be pulled from the Removal Stock header (will match the SFD if created in Sequoia) a part number will automatically be generated
    • Representation will be pulled from the Removal Stock header (will match the SFD if created in Sequoia)
    • Badge will default (based on Warehouse role)
    • Declarant will default
  3. Stock Item details will populate Item details
  4. AI Statements / Produced Documents will be pulled from the Stock Item or CRM account
  5. Complete any other details