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Creating a Road Import Job

Sequoia v1.189 onwards


To create a new road import job, you can either:

  • Select File > New > Job from the main Sequoia toolbar at the top of the screen, or
  • Right click the road list in the import module and select New from the context menu.

This will display the New Job dialog.

If required, specify the type of job you are creating by clicking the Road icon (just above the Reference box as shown below).



If you select this from the main Sequoia toolbar then the job icons you see on the dialog will include those for exports. If you right click on the import job lists, then you will only see the import (air, road and ocean) job icons.


Fill in the information in the boxes as detailed in the table below.


Label Information required
Reference Enter the job reference here.
You can configure Sequoia to automatically generate job references for you. If you have done that then you can leave the reference blank here and the next reference will be automatically assigned once you create the job.
Customer You must specify the customer for each job in Sequoia.
You can enter either the shortcode, name or EORI (TIN) number to identify them, or enter a question mark [?] to search.
Relationships Sequoia will remember relationships for a customer - i.e. where you have previously created jobs specifying the same consignor and consignee. You can click the Dropdown to the right of this box to display a list of previously used relationships. Alternatively you can key in the details (the shortcode) of each party or leave them blank and fill them in later.


The Job Editor

Once you have filled in the correct information, click [OK] to create the job. This will then display the job editor form.




Label Information required
Customer The details of the customer specified when the job was created.
Consignor Enter the details of the consignor (shipper). The name and address will automatically be mapped to the Consignor [02] of the declaration.
Consignee Enter the details of the consignee (importer). The name, address and EORI will automatically be mapped to the Consignee [08] of the declaration.
Goods Description A description of the goods being imported. This will be mapped to the Goods Description [31] of the 1st declaration item.
Origin The origin UN/LOCODE of where the goods are moving from. The declaration Dispatch Country [15a] will be derived from the location.
Destination The destination UN/LOCODE of where the goods are moving to.
Packages The number of packages in the consignment - this will be mapped to Total Packages [06] of the declaration.
Gross Weight The gross weight of the consignment.
Currency Used to indicate the currency of any freight charges. If entered, this will set the Freight Charge Currency [63] of the declaration.
Freight Charges Used to indicate the cost of any freight charges. If entered, this will set the Freight Charge Amount [63] of the declaration.
UCN This is only required if the goods are moving through an inventory linked port operated by MCP / CNS. The value would be the UVI generated by MCP / CNS and would be mapped to the Master UCR [44] of the declaration.


Creating a Declaration

To create the declaration for this job, click the Declaration button on the Customs Action task.

If there is no UCN or Inventory record associated with the job, (see Linking an Inventory Record), you will be prompted to confirm the declaration is not inventory linked.

The standard New Customs Declaration dialog where you can choose the type of declaration required will be displayed. Choose the appropriate declaration type and click OK. The declaration editor will load with data defaulted from the job as mentioned previously.

By default, the Trader Reference [box 07] will be set from the job reference. The Declaration UCR (or DUCR) is generated based on a combination of the Declarant EORI plus the Trader Reference. This default behaviour can be modified through settings linked to the Consignee's CRM account - the DUCR can be set to use the Consignee EORI and this will allow a separate reference to be supplied for the DUCR.

Once the declaration has been sent, the Customs Action task on the job will update to reflect the status of the declaration and, once accepted, will show any duties or taxes levied by HMRC. The DUCR is displayed on the task for identification purposes:



A job can have multiple declarations if required. This could be due to the nature of the goods being imported meaning the maximum number of declaration items (99) is exceeded or because the goods are being imported under CFSP - the job could have one or more supplementary declarations.

If additional declarations are required, add a new Customs Action task by clicking the New button at the top of the tasks window and choose Customs Action Task:



Arriving Pre-lodged Declarations

For scenarios where goods from the EU are required to be pre-lodged and subsequently 'arrived' once inside UK territory, Sequoia supports sending the 'arrived' declaration from the job list. Click here for a guide to this functionality.


Linking an Inventory Record

For goods that have been imported through an inventory linked port operated by MCP or CNS, the UCN issued by the port operator should be entered into the UCN field of the job editor.

For goods that are being removed from temporary storage (ETSF), the job should be created from the inventory consignment by right clicking the relevant record in the Imports module, CCS-UK Inventory list, and choosing Job.

Once the job has been created, an Inventory Consignment task will be displayed on the job editor showing the air waybill number(s) and current status.

In both cases, the first declaration created for this job will be linked to this inventory consignment, or UCN, and therefore the declaration types available will be limited to 'frontier' types only. The Master UCR [44] of the declaration will be constructed from the inventory consignment, or UCN, and should not be changed.


Shipments

Sequoia supports the facility of adding a road import shipment record.

A shipment defines the 'transport level' information and is useful if more than one consignment (job) is loaded onto a truck. A shipment can have as many jobs as required.

A shipment record can be created in much the same way as a job. Either from the File menu option, the Shipment drop-down control on the toolbar or by right clicking the Imports module Road Shipments list and choosing New Shipment. Select Road Import as the shipment type and you will see the shipment editor.




Label Information required
Category You must indicate whether this shipment is classed as a Master or House. A House would typically be set if this shipment was part of a larger consolidation.
Master A master reference number for this shipment. It is used for your identification purposes. This could be the CMR reference.
House A house reference number for this shipment. It is used for your identification purposes. Only applicable if this shipment is part of a consolidation.
Vehicle Reg. The registration of the vehicle.
Trailer No. Identification of the trailer.
Date The date of transport.
Consignor Identifies the overall consignor (or shipper) of the goods.
Consignee Identifies the overall consignee (or importer) of the goods.
Origin The UN/LOCODE of where the shipment originates.
Dest. The UN/LOCODE of where the shipment is destined.
Packages Total number of packages included in the shipment.
GWT The gross weight of the shipment.
Goods A description of the goods carried.
Containers If the goods are unaccompanied then the container number(s) can be added to the grid. These will map to any subsequent declaration(s).

To add a job to the shipment, click the New button on the Jobs toolbar.


The job will 'inherit' details from the shipment record.

Existing jobs can be added to the shipment by clicking the Add button on the Jobs toolbar. You will be presented with a dialog where you can choose which jobs to add.

Consolidations

Sequoia also supports the facility of adding a road import consolidation record.

A consolidation could be used where you have multiple shipment-level exporters / importers on the same vehicle. The road import consolidation record can have many shipment records associated to it.

The consolidation can be created from the File menu option, by clicking the Consolidation button on the main toolbar or by right clicking the Road Consolidations list in the Imports module.

A dialog will be displayed where you can enter an optional reference for your consolidation. This is purely for your own identification purposes.

After clicking OK the consolidation editor will be displayed.



Label Information required
Category This will default to Master as there are no other settings applicable to this type of consolidation.
Internal Ref. This is the optional reference for your own identification purposes.
Master A master reference number for this consolidation. It is used for your identification purposes. This could be the CMR reference.
MUCR Master UCR. This is a legacy setting and is no longer used.
Vehicle Reg. The registration of the vehicle.
Trailer No. Identification of the trailer.
Date The date of transport.
Consignor Identifies the overall consignor (or shipper) of the goods.
Consignee Identifies the overall consignee (or importer) of the goods.
Origin The UN/LOCODE of where the consolidation originates.
Dest. The UN/LOCODE of where the consolidation is destined.
Notes A section where you can add your own notes about this consolidation.

To add a shipment to the consolidation, click the New button on the Shipments toolbar.


The shipment will 'inherit' details from the consolidation record.

Existing shipments can be added to the consolidation by clicking the Add button on the Shipments toolbar. You will be presented with a dialog where you can choose which shipments to add.