Clearing Document Type

###1.Overview

The Clearing Document Type Management System is designed to streamline the management of various documents required for customs clearing processes. It allows users to define and organize document types, specify required attributes for each document, and link these documents to clearing files. This system aims to improve efficiency and accuracy in document handling.

User interface is designed to be intuitive and user-friendly. Key components include:

• Document Type List: Displays a list of existing clearing document types.
• Form Fields: Used for entering and editing document information.
• Attribute Tables: Used to manage document attributes.

###2. Creating a New Clearing Document Type

1. Navigate to the "Clearing Document Type" creation page.
2. Enter the "Document Type" name (e.g., "Bill of Lading B/L").
3. Select the "Linked Document" if applicable (e.g., "Clearing File").
4. Save the basic document type information.

###3. Adding Document Attributes

1. After saving the basic information, access the "clearing_document_attribute" table.
2. Click the "Add Row" button.
3. Enter the "Document Attribute" name (e.g., "B/L Number").
4. The "Parent" field will auto fill with the document type name.
5. The "parentfield" and "parenttype" fields will also be automatically populated.
6. Save the attribute.
7. Repeat steps 2-6 to add all necessary attributes for the document type. Save the changes.

###4. What are Document Attributes? Document attributes are specific pieces of information associated with a clearing document type. They define the data required for each document.

Examples of Document Attributes

• B/L Number
• Invoice Number
• Date of Issue
• HS Code
• Currency
• Total value.

###5. Linking Documents Some document types can be linked to other documents (for example an Air waybill can be linked to a clearing file). This allows for easy document referencing and prevents data entry errors.

Example:

** Bill of Lading (B/L)**

• B/L Number
• MTD NO
• Shipment Ref No
• Place of Acceptance
• Port of Loading
• Port of Discharge
• Place of delivery

The Bill of Lading is a document issued by a carrier to a shipper, acknowledging receipt of the cargo for shipment.

###6. Glossary of Terms

• Document Attribute: A specific piece of information associated with a document type.
• Clearing Document Type: A category of documents used in customs clearing.
• Linked Document: A related document that is associated with a specific document type.