Update Zone Status When Creating a Declaration from Inventory

This feature allows you to copy the zone status when creating a declaration from inventory. The Trade Incentive Program Operation Set automates declaration creation from inventory records. In the Transaction Data Configuration and Declaration Data Configuration on the operation set, you can specify which elements are copied from inventory records to declarations.

In this release, zone status is now included as an attribute on the data configuration, enabling you to populate the zone status on the declaration line when it is created from inventory. Using the data configuration specified in the Trade Incentive Program Operation Set, zone status can now be automatically populated on the declaration line.

Navigate to Master Data > Power Data > Configurations > Data Configuration. On a data configuration with an Association Type of "Transaction to Declaration", a new Attribute called "Trade Incentive Program Zone Status" is available for the Line-Line Association. You can add the Target Zone Status and indicate the Copy Option.

Data Configuration - Attribute of Trade Incentive Program Zone Status

Data Configuration - Attribute of Trade Incentive Program Zone Status

You can assign the data configuration to your operation set. When you run the Create Declaration action on a inventory, enter the Operation Set which includes the details of the data that is copied when the declaration is created.

Business Benefit: This enhancement streamlines compliance and operational efficiency by automatically transferring zone status information from inventory records to declaration lines. By centralizing and automating this process, organizations reduce manual data entry, minimize errors, and ensure greater consistency in reporting. This leads to faster declaration processing, improved data accuracy, and enhanced audit readiness, supporting smoother trade operations and better regulatory compliance.

Steps to Enable and Configure

You don't need to do anything to enable this feature.

Key Resources

For more information on trade incentive programs, refer to the GTM How To/Configuration Topic called "Trade Incentive Programs".