This screen allows document information to be added, except for Australian Customs Permits. Australian Customs Permit information is populated in this screen from the Permit/Advice information stored in the Parts Masterfile and/or the TLF Maintenance screen. This option from the Administration > Customer Masterfile allows Documents and AU Customs Permit information to be stored against a client.
|
Field Name |
Description |
Validation |
Default |
|
|
Cust Code |
This is the Customer Code and Name, carried across from the Customer Masterfile |
Mandatory |
Customer Masterfile |
|
|
Type |
This is the type of Permit/Advice. Use the |
Mandatory |
Blank |
|
|
Supplier |
This is the Supplier associated with the document |
Optional |
Blank |
|
|
Valid From |
This is the date the Document or Permit is valid from |
Optional |
Blank |
|
|
Expiry Date |
This is the date the Document or Permit will expire |
Optional |
Blank |
|
|
Days to Expire |
This is a calculation of valid days remaining where the Expiry Date for the Document or Permit has been provided |
N/A |
System Generated |
|
|
Active |
This indicates where the document is in use. In Update Mode select Yes or No from the drop down list. When the Expiry Date passes an automatic overnight process will update the Active status to No. Rows are shown in Red where an Expiry date has passed but the overnight process has not yet run to turn the active status to No. When the Active status is manually changed from Yes to No for Australian Customs Permits on OK in this screen Expedient will look for all the Parts in the Parts Masterfile with the CP Question Number and remove the Answer and the Permit Information. Changing the Active status from No to Yes will not trigger any processes. |
Mandatory |
Yes |
|
|
Doc No |
This is the reference added by Expedient when a new Document is added to the register. This column can be hidden |
N/A |
System Generated |
|
|
Notes |
Notes can be stored which are relevant to the document |
Optional |
Blank |
|
|
CP Question No |
This is the CP Question Number that the Permit is required for where the Permit/Advice is an Australian Customs Permit. This information is view only in this screen |
N/A |
Parts Masterfile/TLF Masterfile |
|
|
Permit/Advice No |
This is the reference number for the Permit. This information is view only in this screen. |
N/A |
Parts Masterfile/TLF Masterfile |
|
|
Created By |
This is the user who created the entry in the Client Document Register |
N/A |
System Generated |
|
|
On |
This is the date the entry was created in the Client Document Register |
N/A |
System Generated |
|
|
Modified By |
This is the user who last update the entry in the Client Document Register |
N/A |
System Generated |
|
|
On |
This is the date the entry was last updated in the Client Document Register |
N/A |
System Generated |
|
to access the list of available Permit/Advice groups. The Type Code is followed by the full text description for the Permit/Advice groupA report can be run to list the Permits which have expired or are about to expire. A manually run report is available from the Customs Folder. An Autoreport, EXPPERMPRT, is available from the Automatic Report menu.
The details in Client Document Register can be used to check for missing information and to update the Documents Screen available from the Import Job Registration screen.