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Working with Customs in Material and Transport Orders

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Written by Sandra

1. Overview

The Customs feature in TOPS allows you to manage and track customs-related activities across Material Orders (MO) and Transport Orders (TO).

By enabling customs handling, you can:

  • Track customs milestones (e.g., declaration, release)

  • Add customs-specific stops or locations

  • Monitor key customs data directly in your workflows

  • Set alerts for critical events


2. Activating Customs Handling

How it works

Customs handling is activated at the Material Order level.

Steps

  1. Open your Material Order

  2. Enable the “Customs handling required” option

  3. Save the Material Order

What happens next

  • The customs requirement is automatically applied to all related Transport Orders

  • Relevant customs fields become visible and editable


3. Customs Data in Transport Orders

Once enabled, the following fields are available in the Transport Order:

  • Customs Declaration Submitted Date

  • Goods Released Date

  • ATA / ATC References

These fields reflect the latest status of the customs process.

Example Use Case

A shipment from Germany to Switzerland requires export clearance:

  • You enable customs on the Material Order

  • The Transport Order now shows:

    • Declaration submitted: April 29

    • Goods released: April 30

  • Your operations team can track readiness for border crossing


4. Adding Customs Stops or Locations

You have two ways to include customs locations:

Option 1: Add a Customs Stop

Use this when customs activity needs to be actively tracked.

Steps:

  1. Go to the Stops section

  2. Add a new stop

  3. Select “Customs” as stop type

Best for:

  • Tracking customs clearance as a milestone

  • Monitoring delays at borders


Option 2: Add Customs Location Only

Use this when you only need location information without tracking milestones.

Steps:

  1. Open the Customs section in the Transport Order

  2. Enter the customs location details

Best for:

  • Informational purposes

  • When no operational tracking is required


Key Difference

Feature

Customs Stop

Customs Location Only

Milestone tracking

✅ Yes

❌ No

Visibility in timeline

✅ Yes

❌ No

Simple location storage

✅ Yes

✅ Yes


5. Understanding Dates

All date fields in customs stops and sections represent:

👉 Scheduled dates (planned timing of customs activities)

Example

  • Scheduled customs clearance: May 5, 10:00

  • Actual completion may differ depending on real-world delays


6. Monitoring Customs in the Overview Grid

TOPS provides a grid view where you can quickly track:

  • Customs status

  • Key dates

  • Reference numbers

Use Case

A logistics coordinator managing 50+ shipments can:

  • Quickly identify which shipments are:

    • Pending declaration

    • Released

    • Delayed at customs


7. Setting Alerts

You can configure alerts to stay informed about critical customs events.

Examples of Alerts

  • Customs declaration not submitted on time

  • Goods not released as scheduled

  • Missing customs references

Use Case

A control tower team sets an alert:

  • If Goods Released Date > Planned Date

  • → Trigger escalation to operations team


8. End-to-End Example

Scenario: Export Shipment to the UK

  1. Create a Material Order

  2. Enable Customs handling required

  3. Generate the Transport Order

In the Transport Order:

  • Add a Customs Stop at the port

  • Enter:

    • Declaration submitted: June 1

    • Goods released: June 2

    • Reference numbers

Optional:

  • Set an alert if release is delayed

Outcome:

  • Full visibility of customs process

  • Trackable milestones

  • Proactive issue management


9. Best Practices

  • ✅ Enable customs at Material Order level early

  • ✅ Use Customs Stops when tracking is important

  • ✅ Use Locations only for lightweight scenarios

  • ✅ Keep dates updated for accurate visibility

  • ✅ Configure alerts for proactive monitoring

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