Checks to do before creating an Underbond Order

Before entering an Underbond Order you will need to either know or check whether the Transporter and Underbond Delivery Point are on the system.

Search in the Navigation Panel

If you cannot find the ones you are looking for, add them in the Create
Menu tab

System Delivery Address - Give it a code you might recognise, here is an example

Remember to do to do the HMRC web lookup on the HMRC tab (enter the HMRC details and click the button).

Then from the list on the Commodity Categories tab, select those which the receiving warehouse is allow to receive

Transporter Setup

You need to make sure the OUTBOUND box is ticked and the yellow highlighted fields are completed.

Only complete the Blue boxes if this haulier has told you that you are ALWAYS allowed to use their movement garantee OR if you are arranging the Transport and using your movement guarantee then you can complete with your own.

It is important here that the Haulier Name/Address1/Address2/Town and Country are filled (as they are mandatory fields).

When you then go to the Sales Order, fill in the yellow highlighted fields with the code from the system delivery address.

Then go to the UB Transport tab and add the Transporter Code you are using in the Transporter Code field.