The Currency screen is used to create new, or view and edit existing Currencies. These currencies are used throughout the system.
Once you have successfully set a unique Currency Name and a Currency Sign you can add Exchange Rates and the date the new rate will be effective from.
When the rates change (normally supplied by the government), add a new rate and the date this new rate will be effective from. The system keeps a log of the previous changes for auditing purposes.
Search for existing Currencies from the Navigation Panel.
The Currency Name must be unique
You can add Exchange Rates to a new Currency straight away but you should NOT try to add new exchange rates to existing currency.
Commodity Codes are used by the system to categorized Products into the correct Duty types to comply with Customs regulations.
Add new, view, or edit existing Commodity Codes. You will choose from the available Commodity Codes when creating and setting up Product Codes in the /wiki/spaces/VW/pages/710344721 screen.
This screen is used to create, edit, or view Commodity Codes. The Commodity Codes are used in the Product Maintenance screen under Customs within the system.
Tax Code, Currency and Commodity Category Codes all need to be set up before you create a new Commodity Code.
Import Documents Button - The ability at goods in to store the many different import documents and certificates required for various commodities. This will introduce the ability to start storing import document information (for use later with CDS in Bond) for other commodities such as those that are non-wine/spirits/beer, and based on duty per KG instead.
The preference certificate and VI document fields have been moved into this new location.
Previous and newly entered import certificates and document numbers will now be stored in a central lookup location, reducing required storage capacity, allowing the ability to more easily reuse certificate information and at a later date potentially attach the document, which may be required depending on future decisions about how far we’ll take the CDS integration (see: CDS Implementation).
Although most of the necessary configuration will be defaulted for you when you upgrade, customers are strongly advised to check and complete the Commodity Code Maintenance configuration after upgrading, by using the HMRC tariff.
HMRC are currently reviewing the ID / Status code requirements for import documents but this information is correct as of Q2 2021. Unfortunately this information isn’t published publicly anywhere but if this changes we will add it here in the future.
Key to some of the fields on this screen:
Bulk Commodity - Alternative commodity code to use for customs duty payment for stocks received in bulk by the original customer only
CT - CFSP Customs Transit Type
DT - CFSP Customs Declaration Type
IR - Trader who is authorised for CFSP as an indirect representative and submitting the declaration on behalf of the importer
Leave Customs Warehouse (Home Use)
Request Procedure Code (CPC) - which will be used later to enhance Vision integration with CDS in Bond.
CPC | Description |
|---|---|
71 | Customs warehousing procedure including deposit in other premises under customs control. |
07 | Free circulation with simultaneous entry of the goods under a warehouse procedure (including placing in other premises under fiscal control). |
40 | Home use with simultaneous entry for free circulation. |
To find out more about our CDS integration & roadmap see: CDS Implementation.
ECU Indicator - This is a legacy field relating to Agriculture and Industrial rates, this is no longer used
No. Of Products - This is a legacy field that used to calculate the number of products using this commodity code, however, this is no longer used.
EC Indicator - Indicates whether or not this Commodity Code can be used for EC goods.
Dangerous Goods - If your system has been set up to generate shipping notes, a Dangerous Goods document will be produced whenever a Product is associated with a Commodity Code has the Dangerous Goods field ticked. You may need new Commodity Codes for your Dangerous Goods.
All the fields in red are mandatory to save the order
Speak to the Vision Support Team if you would like to turn on Shipping Notes.
The fields that are greyed out will be in a future release.
Commodity Category Codes indicate the general product type for (S would be a sprit, B would be a beer). This category codes are used on the Commodity Code screen and in other places (to show what types of products are allowed for use by individual Customers for example and on System Delivery Addresses).
This screen is used to create, edit, or view the Frozen Reason.
This is used to show the Reason for freezing stock. This is mandatory when freezing stock
If the Reason Code is to be used for Quarantine purposes, you will need to check the QA Held. This field defaults to unticked.
Any Stock Frozen using the QA Held field will not show up when searching for Frozen Stock.
The Code should be unique
This is used for the small brewery tax certificates, these are issued to small breweries when they are producing limited quantities of beer and allow tax to be reduced for the products they produce.
As a brewery can supply multiple customers within the warehouse a single certificate is needed which can then be applied to the products that this brewery produce which can be in any customer's account.
This screen allows you to create or edit a Tax Certificate, and an audit trail is provided to show changes to the tax certificate.
You have to add a certificate to the system before adding it to the product, please remember there is a sliding scale for sme duties so you need to be accurate with the information you enter into this certificate form.
See Tax Code section below for more details on setting up a Tax Code for Small Brewery use.
This screen is used to create a new tax-free form for tracking order usage
Orders being processed which are Type D (Diplomatic) or Type V (Visiting Forces) require C426/C197 forms to allow those orders to be processed.
This reference is used on the orders in the UB info
This screen is used to create, edit, or view the Packaging Types. This is used in the Pre-Advices when receipting the stock.
This is the Type of Packaging that the Stock will be received in
The Packaging Code should be unique
This screen is used to create, edit or view the Pallet Types.
This is used in the Customer Maintenance screen
Default Inwards Charge - The values that you are adding in this type, can be overridden when you are this type to a specific customer. When used on a Pre-Advice, this generates charges which can then be invoiced in Vision Invoicing 'Goods In' invoices.
Default Outwards Charge - Charges are not generated for using this currently but Goods Out Pallet use can be seen using the 'Goods Out Pallet Usage' Report in VW Business Intelligence Reports.
Default Rental - The changes for the rental of the pallets.
The Pallet Code should be unique
You can find existing Pallet Types by searching in the Navigation Panel under Maintenance. Double click one of the Pallet Types in the list to Edit the details (using the screen shown above).
This screen is used to maintain the excise duty codes and rates of excise duty.
Small Brewery Option
This option makes the rates auto calculated the duty based on the sliding scale and is based on the small brewery certificate you enter and then apply against the product.
Rate for < 5000 hectolitres - DO NOT TICK THE SMALL BREWERY option. The rate you put in is the rate which is charged.
Rate for 5000-60000 hectolitres - Enter the FULL Rate into the field and tick the option “Small Brewery” this activates the sliding scale.
General Setup
Calculation Methodology - The system needs to know which method it will be using for this tax code. Only one can be selected and you should enter this first.
Be careful setting this especially the LOL and HLOL Getting this wrong could mean a submission 100 times too much !!!
Duty Stamps Applicable - Is this a tax code where you may require a duty stamp on the item ? If it is then set the option by clicking the check box.
When adding a new rate in you insert this into the Details section where you state the date/time this rate would apply and you enter the figure you need into the correct box for this product excise category, once finished press the +ADD button and ensure it is added to the list.
Whenever you wish to unpick items after they have been picked you will be asked for a reason why you are doing this.
This was added to aid warehouses keep a record of who was carrying this function out and why, it helps theft prevention because if you are using paper pick notes, this is still in the warehouse when you unpick and you need to remember to recall it and destroy it, otherwise there is a potential for duplicate picking.
It is a simple form that requires a code and a narrative for the code.
This screen is used to create, edit, or view Warehouse Vehicles.
This is used when using the Vision Flex application for picking and putaway
For more information regarding the Vision Flex application please click on the link Flex for WMS
The maximum you can enter in the Reaches Location Height field is 32767
This screen is used to create, edit, or view the Brand.
This is used when creating a product to be used in the system.
You will not be able to have a duplicate of the Brand Name, the name should be unique
This screen is used to create, edit or view the Warehouse Locations to an existing Warehouse
You would need to have a Warehouse and Sites created for you to create a Warehouse Location
You are able to create a Warehouse Location manually using the above screen or you are able to upload (import) multiple Locations using a excel spreadsheet.
Location Name - If using barcodes and scanning it is advised that the minimum name length for a location is at least 4 characters long, anything less than this MAY scan but the magnification required to keep the barcode minimum width is outside the tolerances usually allowed for barcode creation, this can lead to erratic results when scanning, If you are using check digits for the locations then this takes up 2 characters, so the name in this instance can be a length of 2
Configuration Section
The system uses this to build a matrix of how it picks from stocks in the warehouse. It takes each value and builds the pick route, so 1/1/1/1 will be picked before 1/1/1/2 and this is before 1/1/2/1 and so on.
The warehouse number needs to be kept unique to some degree but you can have multiple virtual warehouses within a single warehouse. e.g. If you want to pick the lower racks before the upper racks then you can have the lower racks as warehouse number 11 and the upper ones as warehouse number 21
The system will not allow you to set up duplicate location within the same site.
This screen is used to create, edit or view a Transporter (Haulier) account.
If you do not select Inbound (Pre-advice) or Outbound (Sale orders) or both the Transporters will not show for use
Transport Contacts
Contacts for the Transport