Import & Procurement

Importing goods involves many linked records: purchase orders, shipments, containers, customs documents, letters of credit and landed costs. This module gathers them under an import file so the whole trip can be followed from request to delivery. It tracks shipments and containers by status, required documents with versions, trade finance instruments with amendments and estimated versus actual costs. It plugs into Purchase, Inventory and Accounting, and can create RFQs and landed costs. Managers get one place to see what is stuck and what has been paid.

1. 1

   Create an import file

   Open Import Files and create a file with name, date, responsible user and priority. Open it to start work. It gathers purchase orders, shipments, finance, costs and documents.

   • Open, Close, Reopen, Cancel
   • Smart links to shipments and costs
2. 2

   Link requests and purchase orders

   From Import Requests and RFQs / Purchase Orders link requested products and create RFQs, then attach purchase orders to the file.

   • Create RFQ
   • Purchase links
3. 3

   Track shipments and containers

   Register shipments with lines and containers and move them through booked, shipped, in transit, arrived and delivered.

   • Mark Shipped
   • Status per shipment
4. 4

   Manage documents

   Record required documents such as commercial invoices with issuer, dates and validity. Mark filed, valid, invalid or accepted and create new versions when re-filing.

   • Mark Filed / Valid / Invalid
   • New Version
5. 5

   Follow trade finance

   Create finance records such as letters of credit with applicant, beneficiary, amount and instrument type, then request, open, approve, present documents, mature or mark discrepant, including amendments.

   • Request, Open, Approve
   • Mark Discrepant, Mark Matured
6. 6

   Record customs clearance

   Use Customs Clearance and ACI / Nafeza to record clearance progress, HS codes, regimes, authorities and regulatory rules from Configuration.

   • HS codes and regimes
   • Released status
7. 7

   Record costs and landed costs

   Enter estimated costs by cost type and set the actual amount. Use Create Landed Cost or Open Landed Cost to push them to Inventory valuation.

   • Set actual amount
   • Create Landed Cost

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