1. Bills and Collections User Guide
  2. Bills and Collections Product Attributes
  3. Bills and Collections Product Definition
  4. Document

3.2.9 Document

This topic provides the instruction to capture the document codes and clause codes details.

Document codes and clause codes applicable to the product you are creating is defined here.
The documents that associated with a bill are broadly classified into:
  • Transport documents
  • Insurance documents
  • Invoices
  • Other documents (includes packaging list, certificate of origin, etc.).

There are certain standard documents that are required, under a documentary bill.

Specify the User ID and Password, and login to Homepage.

Navigate to Bills and Collections Product Definition screen.

  1. On Bills and Collections Product Definition screen, click Document.
    Document Codes screen is displayed.

    Figure 3-9 Document Codes


    Description of Figure 3-9 follows
    Description of "Figure 3-9 Document Codes"
  2. On the Document Codes screen, specify the documents that are applicable to the bills that are linked to the product.
    For information on fields, refer to: Table 3-19

    Table 3-19 Document Codes - Field Description

    Field Description
    Document Code A list of the standard shipping documents that can accompany the bill is maintained in the Documents Maintenance screen. Along with these documents, you will also be provided with a predefined list of documents.

    Select a document code from the list of documents maintained earlier.
    Document Type and Description The description and the document type associated, with the code you have selected will be displayed.

    Specify more than one of the predefined documents, for the product you are creating. All the documents that you define for the product will be defaulted to all the bills involving this product. While entering a bill add to or delete, from the defaulted list of documents.

    After you have specify the details of the document, click add icon to add it to the list of documents, applicable to the product. Click delete icon to delete a document from the product
    Clause Code and Description Specify the clauses that should accompany the document

    A clause is a statement that can accompany a document, sent under a bill. After indicating the documents applicable to a product, specify the related clauses that should accompany the document.

    Clause Code A list of the standard clauses that can accompany a document required under a bill is maintained in the Clauses Maintenance screen. From the pre-define list of clauses select the clauses applicable. Attach more than one clause, to a document that you have specified, for a bills product.

    Description The description associated, with the code you have selected is displayed. By default, all the clauses including the number of copies that you specify for the product will be sent for all bills involving this product. While entering a bill, add to or delete, from the defaulted list of clauses.

    After you have specified details of the clause, click add icon to add it to the list of clauses, for the document. Click delete icon to delete a clause from the screen.

Parent topic: Bills and Collections Product Definition