Defining template selectors

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
  • Goods movement record templates

Proceed as follows:

1
Go to Master dataTemplates and select the appropriate entry (e.g. Export declaration template selectors).
2
Creating a new template selector for a template: Click New template selector and select a type.
3
Create new template selectors for item or customs document templates: Click New item template selector and select a type.
4
Open an existing template selector: Select a template selector from the list and click Open.
5
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.

6
Switch to the Conditions sheet.
  • On the Conditions sheet you can define new conditions and exceptions or edit existing conditions.
7
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.
8
Specify a value and click OK.
9
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.
10
Specify a value and click OK.
11
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: