How To: Setup a New Customs Invoice

WARNING: Before making changes to ANY of your Basic Report templates it is advisable to take a backup.

Basic Reports is an Advanced User feature.

	From Version 8.197.90 there is a new purpose built Customs Invoice. If you would like this invoice to be sent to you please email Training

This page explains the process of creating a new Customs Invoice report.

When creating a new Customs Invoice the following fields have been added by default, all are pulling the information from the stock item's [ Stock | Detail | Accounting ] screen:

• The Harmonisation Code
• Intrastat
• Country of Manufacture (Origin)
  
  

Note: before making changes it maybe useful to:

1. Make a backup of your reports.
2. Try this out on your testing system to ensure that the changes are as required before implementing it in your live system.

If you wish to setup a new customs invoice it maybe necessary to tweak the position of the Intrastat and Country of Manufacture fields.

Creating a New Customs Invoice Report

1. Follow the menu route [ System Operations | Basic Reports Setup ] to open the "Basic Reports Setup" dialog.
2. From the dialog's [ Reports List ] tab, double-click on "Customs Invoice Report".
3. If you are setting this up for a specific brand, focus on the brand on the left.
4. Click on the button. This displays a new report that can be configured.
5. Click on the button on the right.
6. The report is opened in design view. Before you make any changes select Save As... from the file menu, to make sure you do not overwrite the original template.
7. Close the design screen to take you back to the Basic Reports Setup dialog.
8. Check that the report is saved in the Report Template Path at the bottom.

Configure the Report Settings

In the dialog there are a series of checkboxes which you will need to configure for the report. By default these are not ticked on new reports.

1. Make sure you are in the correct brand and then tick the checkboxes that you require. A list of the checkboxes and what they mean can be found on this page System Operations - Basic Reports Setup.
2. The following checkboxes should be ticked, the rest are optional:
   1. Show Logo
   2. Show Currency
   3. Show Notes
   4. Show Multi-Currency
   5. Show Copy Label

Updating the default fields

1. Click on the button to open the report in the design view.
2. Click on the srDetails: DBDetails tab at the bottom of the screen.
   

The default customs report looks like the following: