Export Documentation – Generating the Export Value Indicator file

 

Reports – Export Documentation -Document Totals
Note: for accurate geographical and sector analysis enter the ‘Client of Forwarder’ on the Export Documentation screen.  When client information is entered this report will output the postcode and sector of the client organisation instead of the forwarding agent’s details.

  • Enter the date range
  • Output options – File 
  • Totals only – No
  • Select your previously saved list or select the fields list for selection each time the data is required

ChamberTrack – BCC requested EVI data

DocumentType* –  n/a

DateOfIssue  –  Date documentation issued

Sector** –  Sector of exporting firm (or ListACodeDesc1 or ListBCodeDesc1 or ListCCodeDesc1 or WebDesc1)

Country –  Destination country

InvoiceValue  –  Transaction value

Postcode  –  Postcode of Exporter

Category  –   Type of document

Check the ‘Automatically open’ box to open the spreadsheet once created.
If you haven’t already saved this selection

  • Click ‘Save’
  • Enter a meaningful name e.g. Export Value Indicator
  • Select Ok to create the file

 

 

 

* Once created, sort the file by DocumentType and delete all rows with DocumentType = Import. The DocumentType column can then be deleted.
** ChamberTrack provides a number of different directory structures for classifying each organisation.

 

If for the purpose of the ‘Export Value Indicator’ you would prefer not to replace the existing ‘Sector’ list on the organisation screen, then one of the other directory structures can be used. The directories – List A, List B and List C can be renamed to suit the purpose.
To rename a directory:

  • Accounts
  • System Settings
  • Object Control
  • Edit
  • Select Object Key
  • Type ‘Lookup Tables’
  • Check the box for the directory that you want to rename and enter the name e.g. ‘Export Value Indicator’
  • Save

(If all directories A-C are currently used then the Web Directory is another option. This directory cannot be renamed though)
Enter the sector codes provided by the BCC into the directory from

Lookup tables -Organisation-your named list – List A (or B or C)

(If you need to remove a lot of existing unused codes contact Corsair)

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