Template selectors define which templates are automatically applied when certain criteria (“conditions”) are met. Selection is possible for:
- Export declaration templates and their associated item templates
- Import declaration templates and their associated item templates
- Transit departure templates and corresponding item templates
- Transit arrival templates
- Entry summary declaration templates and corresponding item templates
Proceed as follows:
- Go to Master data – Templates and select the appropriate entry (e.g. Export declaration template selectors).
- Creating a new template selector for a template: Click New template selector and select a type.
- Create new template selectors for item or customs document templates: Click New item template selector and select a type.
- Open an existing template selector: Select a template selector from the list and click Open.
- Maintain the fields and settings in the Template selector sheet. In the Template field, select an existing template or click New to create a new template.
- Newly created (internal) templates are visible only here unless you make the template “public” by going to the template’s Basic data field group and selecting Make template public.
- Switch to the Conditions sheet.
- On the Conditions sheet you can define new conditions and exceptions or edit existing conditions.
- Create a new condition: In the Conditions field group, click New and select a condition from the Condition window. Then click OK.
- Depending on the condition you select, a window opens in which you can define the value of the condition.
- Specify a value and click OK.
- Add new exception: In the Exceptions field group, click New and select an exclusion criterion from the Exception window. Then click OK.
- Depending on the exception you select, a window opens in which you can define the value of the exception.
- Specify a value and click OK.
- When you have entered all the data and defined any conditions or exceptions, click Save & Close to finish and save the template selector.
Notes
Instructions for creating and editing templates can be found in the following sections:
- Export declaration templates and their associated item templates: Creating and editing templates for export declaration and export declaration items