Creating and editing consignment profiles and transitions

You can generate customs declarations (import, export, or transit) from consignments by means of “transitions”. The configuration for transitions is included in the consignment profiles. In a consignment profile, you can define the country for which a customs declaration is to be generated, whether items are to be cumulated, and if the transaction is to be sent automatically, for example. By using conditions, you can also define which transition is to be used based on the selected country of dispatch and country of destination. The identifier of the consignment profile to be applied is imported from the host system together with the consignment data.

You can create your own consignment profiles and transitions or edit existing ones.

1. Under Master data, click Consignment profiles.
2. Create new consignment profile: Click New.
3. Open existing consignment profile: Select a consignment profile from the overview and click Open.
4. On the Consignment profile sheet, fill in the Initials and Description fields.
5. Switch to the Transitions sheet.
6. Create a new transition: Click New and select a type of transition.
   The transition types that are available vary based on the customs processes approved for the active client
7. Open an existing transition: Select a transition from the search results and click Open.
8. On the Transition sheet, now define the default settings for the transition.
9. Create a new condition for the transition: In the Conditions field group, use the New button to define a new condition.
10. Click on the Save & Close button.