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CRM Data for CDS Declarations

Sequoia v5.27

Adding Documents from CRM

Documents which have been setup in CRM can be added to your declaration from within the Documents, Certificates, Authorisations, etc. grid (Box [44], DE 2/3).

Click the expand button.

Square Button adjacent to the grid


Click the Add from CRM toolbar button or right-click the grid to view the context menu options.

Toolbar button with a folder icon together with a context menu showing the Add to CRM option


A form will be displayed showing the declared parties which have documents configured in CRM.

Grid displaying a list of documents associated with the Importer and Declarant of the declaration


Select the documents you require to be added to the declaration by ticking the relevant row(s) and clicking the OK button.

One document has been ticked and the OK button is highlighted


The documents will then be added to the declaration.

Documents grid on the declaration editor with the selected document added


Adding AI Statements from CRM

AI Statements which have been setup in CRM can be added to your declaration from within the Additional Information grid (Box [44], DE 2/2) at both header and item level.

Click the expand button.

Square Button adjacent to the grid


Click the Add from CRM toolbar button or right-click the grid to view the context menu options.

Toolbar button with a folder icon together with a context menu showing the Add to CRM option


A form will be displayed showing the declared parties which have AI Statements configured in CRM.
The statements shown will only be applicable to either header or item depending on where you have activated the form. For the import EIDR declaration, all statements will be shown as the declaration grid handles both header and item level statements.

Grid displaying a list of AI Statements associated with the Importer and Exporter of the declaration


Select the statements you require to be added to the declaration by ticking the relevant row(s) and clicking the OK button.

One AI Statement has been ticked and the OK button is highlighted


The statements will then be added to the declaration.

AI Statements grid on the declaration editor with the selected statement added