# Custom Document Settings

### **Module Guide: Customs Document Settings**

#### **Module Location**

#### Utilities > Customs Document Settings

#### **Module Purpose**

#### The **Customs Document Settings** module is used to define and manage the master data for customs document types related to the company's import-export processes. This ensures that all customs transactions comply with regulations, are well-documented, and are easily traceable by document type and status.

### **1. Main View (List of Customs Document Types)**

### **View Explanation**

- #### **Customs Document Types Table**:
    
    
    - #### **Customs Type Code**: The national code or number for the customs document (e.g., BC 2.6.2, BC 2.3).
    - #### **Customs Type Detail**: A detailed description or explanation of the document's use (e.g., "Ex Subcon, Ex Loan, Ex Repair", "Import, Re-import").
    - #### **Customs Document Type**: Indicates whether the document is for **IN** (inbound to the country/warehouse) or **OUT** (outbound).
    - #### **Customs Type Status**: An indicator of whether the document is active or not, usually shown as a checkmark (active) or a cross (inactive).
- #### **Action Buttons**:
    
    
    - #### **New**: Opens the form to add a new customs document.
    - #### **Change Status**: Modifies the active/inactive status of a selected document.

### **2. Add/Edit Customs Document Page**

#### **View Explanation**

- #### **Customs Document Code**: An input field for the customs document's short code or name (e.g., BC 2.6.2).
- #### **Customs Document Detail**: A text area for entering a detailed description of the document's purpose.
- #### **Document Type**: Radio button selection for **IN** or **OUT** to indicate the document's function.
- #### **Document Status**: Radio button selection for **Active** or **Inactive** based on the document's usage status in the system.

### **3. Steps for Adding/Managing Customs Documents**

- #### Navigate to **Utilities > Customs Document Settings**.
- #### Click **New** to add a new document, or select a document from the list and click **Change Status** to activate/deactivate it.
- #### Fill in the **Customs Document Code** and **Customs Document Detail** according to regulatory requirements.
- #### Select the **Document Type** (IN/OUT).
- #### Set the **Document Status** to **Active** if it is to be used, or **Inactive** if it is for archival/historical purposes only.
- #### Click **Save** to store the data.

### **4. Integrated Workflow & Business Process**

- #### **Mandatory Reference for Customs Transactions**: Every import-export transaction in the system must use a code and document detail from this master data to be valid according to customs requirements.
- #### **Control and Compliance Reporting**: This master data serves as the primary reference for compliance reports, audits, and customs reconciliations.
- #### **Process Logic**: The distinction between **IN** (inbound) and **OUT** (outbound) transactions will be clearly maintained, allowing each logistics process to automatically adapt the required legal supporting documents.

### **5. Tips & Important Notes**

- #### Always ensure the customs document types are updated if there are changes in government regulations.
- #### Define the descriptions clearly so that users without a customs background can still select the correct document when inputting transactions.
- #### Managing active versus inactive documents is important to ensure that new transactions only use currently valid customs documents.
- #### Access to this feature should be restricted to tax/customs staff or compliance administrators.