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Custom Warehousing - Configuring Authorisation & Roles

Sequoia v1.0

Warehouse Premises & consignee defaults

For customs warehousing authorisation [box 49] and supervising office [box 44] to automatically default into declarations, you need to set these up in standing data. Warehouse Premises

  1. Select 'Data' then 'Warehouse Premises' from the main Sequoia toolbar
  2. Click 'New' from the resulting list of warehouse premises.
  3. The 'Warehouse Premises editor' will be displayed. Complete the details as follows

    Field Value
    Warehouse ID Your Authorisation ID set up earlier in 'Sequoia Configuration'
    Name As it will appear on the declaration
    Address As it will appear on the declaration - should be the registered authorisation address
    Associated HMRC Supervising Office If selected the supervising office will default on to declaration when the premise is added.
    • Don't forget to click 'Save' once you have entered the required information

If the Supervising Office is not available on the above list, you can create a new one.

  1. Select 'Data' then 'HMRC Supervising Offices' from the main Sequoia toolbar
  2. Complete details (shown below) as they will appear on declarations
    • Don't forget to click 'Save' once you have entered the required information

Configure CRM account for consignee/owner

If Sequoia is used for customs warehousing, then the 'Warehousing Defaults' will need to be configured in Sequoia CRM. Other options can be selected within the CRM record.
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
    • Don't forget to click 'Save' once you have entered the required information **

Declaration Defaults

  1. Click on 'Declarations' on the list on the left of the form and select 'Declaration Defaults' tab
  2. Complete the 'Declaration Defaults' (as shown below)

    Field Value
    Default Country The default country from which goods are dispatched (imports) or to which goods are destined (exports).
    Representation
    DAN Prefix and Number The deferment details for this trader.
    Always use DAN on import declaration If this box is ticked, then the above deferment details will default to an import declaration if the consignee is shown as this CRM account.
    Always use EORI on export declaration If this box is ticked, then the EORI number stored against this CRM account will automatically default to an export declaration if the consignor is shown as this CRM account.
    Always use EORI on import declaration If this box is ticked, then the EORI number stored against this CRM account will automatically default to an import declaration if the consignee is shown as this CRM account.
    Declaration Insurance - percentage Enter a percentage here if this trader has an insurance policy that covers all imported goods.
    Always add insurance to import declarations If ticked then, when completing an import declaration, once the value of goods [box 22] is completed and if the valuation adjustment code [box 45] is 'A' or 'F' then insurance [box 66] will be automatically calculated using the above percentage.

CFSP/Warehousing Defaults

  1. Click on 'Declarations' on the list on the left of the form and select 'CFSP/Warehousing Defaults' tab
  2. Complete the 'CFSP/Warehousing Defaults' (as shown below)

    Field Value
    Authorised CFSP Trader Only tick this box if the trader is authorised for CFSP in their own right.
    If you complete CFSP declarations for them but under your own authorisation, then do not to tick this box.
    Default to Declarant on CFSP Declarations If you want this trader to appear as the declarant on CFSP declarations, then tick this box. This will only normally be necessary for your own CRM record.
    Requires Supplementary Declarations Only tick this box if you are required to complete supplementary declarations on behalf of this trader.
    Requires Final Supplementary Declaration Only tick this box if this trader is authorised for CFSP in their own name and you are submitting final supplementary declarations on their behalf. See note below regarding counting supplementary declarations.
    If you complete CFSP declarations for this trader but under your own authorisation, then do not to tick this box.
    Default SFD CPC Code If you want SFD declarations for this trader to default to a specific CPC code, then complete this box.
    Default ISD CPC Code If you want ISD declarations for this trader to default to a specific CPC code, then complete this box.
    Note: If goods are being placed into a customs warehouse then you no longer have to complete an ISD declaration.
    Default ISW CPC Code If you want ISW declarations for this trader to default to a specific CPC code, then complete this box.
    Default Declarant ISD Badge Code If you complete ISD declarations for this trader, then specify the badge code under which you wish those declarations to be transmitted.

Counting Supplementary Declarations

For supplementary declarations to appear correctly when completing a final supplementary declaration, the representation declared on the ISD or ISW must be correct.

AI Statements

You can let Sequoia automatically enter AI statements on declarations 1. Click 'AI Statements' on the list on the left of the CRM editor. 1. Click 'New' on the toolbar on the list of AI Statements (as shown below)

1. The 'AI Statement Editor' will display. Complete the details as follows:

Field Value
Description Enter a description to help you identify what this record is used for.
Code The AI Statement code
Text Any text associated with the code.
CPC Code If you want to limit this default to a specific CPC code, then enter that code here.
Automatically insert into declaration when this account is used If ticked then, if this trader is specified as either the consignor, consignee or declarant on a declaration, the AI statement will be automatically populated.

Produced Documents

You can let Sequoia automatically enter document codes on declarations

  1. Click 'Produced Documents' on the list on the left of the CRM editor.
  2. Click 'New' on the toolbar on the list of Produced Documents (as shown below)
  3. The Produced Documents editor will display. Complete the details as follows:
Field Value
Description Enter a description to help you identify what this record is used for.
Code The Document code - as it will appear in a declaration
Status The document status - as it will appear in a declaration
Reference The document reference - as it will appear in a declaration
Part The document 'part' - as it will appear in a declaration
Quantity The document quantity - as it will appear in a declaration
Reason The document reason - as it will appear in a declaration
CPC Code If you want to limit this default to a specific CPC code, then enter that code here.
Automatically insert into declaration when this account is used If ticked then, if this trader is specified as either the consignor, consignee or declarant on a declaration, the document will be automatically populated.

Products

Create Product catalogues to default declaration information via Worksheet 'Product Code'

  1. Click 'Products' on the list on the left of the CRM editor.
  2. Click 'New' on the toolbar on the list of Products (as shown below)

Information you supply here can be used to automatically complete information in a worksheet when a product code is specified.

Field Value
Supplier If this product code is specific to a Supplier then specify the supplier here.
Product Code The product code by which the product is identified.
Commodity Code [33] The commodity code to be used when a worksheet with this product code is imported into a declaration.
Description Description of the product
Currency The currency in which the 'Item Value' (below) is expressed.
Item Value The item value of the product.
Net Mass The nett mass of the product.
Gross Mass The gross mass of the product.
VAT Rate The VAT rate - e.g. S, Z - usually applicable to the product.
Valuation Method [43] The valuation method usually applicable to the product.
Valuation Adjustment [45] The valuation adjustment code usually applicable to the product.
Percent The valuation adjustment percentage usually applicable to the product.
Active Record Whether this product record is still active.