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This article applies to:

  • Product: ONESOURCE Global Trade
  • Sub-Product: Europe Regimes & Connectivity

Adding an Invoice

Invoices can be added to a declaration by clicking
SELECT INVOICE
 or by manually creating an invoice in the declaration.
important
About the
SELECT INVOICE
 button: After transmitting the declaration, the button will not be visible to add or remove invoices. After rejection from custom, the button will be visible, and you can add or remove invoices.

Adding an Existing Invoice to a Declaration

To add an invoice to the declaration.
  1. Click
    SELECT INVOICE
     to open a pop-up which lists all processed invoices that have not already been attached to a declaration.
  2. Review the list of invoices to determine which one to add to the declaration.
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    To better view and analyze these columns, you can perform sorting and filtering options described in the section “Sorting and Filtering Grids” in the User Setup user guide.
  3. Once the invoice to be added is found, check the box of the invoice you want to add.
    After selecting an invoice, the list automatically refreshes and is sorted based upon grouping criteria.
  4. Click
    Close
    .
The header, parties and goods items information will be added to the declaration and the record for the
Goods Items
 tab.

Removing Invoices of a Declaration

To remove an invoice you selected, simply click
SELECT INVOICE
 to open the pop-up and uncheck the box of the invoices you want to remove.

Manually Adding an Items to a Declaration

To manually add an invoice.
  1. Open the
    DE Export Declaration
     screen.
  2. Use the
    Find Declaration
     field to locate the desired declaration.
  3. Click on the
    Goods Items
     tab.
  4. Click
    New
    .
  5. The
    GoodsItem
     pop-up opens which contains a list of relevant data fields to be entered for an invoice. Enter all fields to create the invoice.
  6. Click
    Save
     at the bottom of the pop-up when you are finished or
    Cancel
     to drop all changes and close the pop-up.
  7. After saving it, the system will create a new line for the goods item under the
    Goods Item
     tab. This tab contains multiple sub-tabs, which (when opened) will access additional information under each goods item (e.g. Packages, Containers, Documents, etc.).
  8. Complete the fields in these tabs with their respective required data. If a field has an asterisk (*), it is a required field and cannot be omitted.
  9. Click
    Save and validate
     to run a validation process to ensure the declaration adheres to Customs rules and regulations. Errors will be displayed in the
    Validations
     tab.
    If any errors occur, do the following:
    Go to the location listed in the
    Validations
     tab and make the change to fix what appeared in the
    Warning
     column.
    The
    Warning
     column will provide a definition for the error. The
    Location
     column will define which tab and field contained the error.
    Click
    Save and validate
     to revalidate.
  10. After all validation errors have been resolved and the declaration is complete, the
    Transmit
     button becomes available.
  11. Click
    Transmit
     to send the complete declaration to Customs.
This section highlights the process to follow when creating and submitting a full declaration to Customs. However, the ONESOURCE Export Declaration System accounts for various message types.
The next section will explain the process you will follow for different message types.

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