Commercial invoice
About Commercial Invoice
The Commercial Invoice process is created and utilized to assist and support a company's import and/or export shipment of goods. The Commercial Invoice (CI) is a detailed list of goods on a shipment in the form of a receipt given by the carrier to the person and/or forwarder consigning the goods.
Advanced Inventory provides a mobile app solution to facilitate the Commercial Invoice process through a hand held mobile device. The Advanced Inventory app is integrated to work with the NetSuite Item Fulfillment, Shipping, and Commercial Invoice creation functions.
Environment recommendations
The following list provides recommendations that should be addressed when implementing the Commercial Invoice feature.
-
Data set up items should have NMFC codes and HTS commodity numbers attached.
-
Sales orders should be filled out accurately. This includes agreed upon freight terms, payment terms, and preferred forwarder.
-
Recording packing details into the system will help with staging shipments for pickup.
-
Use a standard Commercial Invoice form for all import and export shipments as applicable .
Process a Commercial Invoice record
To process a Commercial Invoice record, complete the following steps in the interface.
-
Create the Commercial Invoice (CI) record.
-
Create CI Orders for all the orders to be included using the CI's internalid to set the parent field.
Note:Make note of the new CI's internalid.
Cloud Inventory® Commercial Invoice record definitions
The following tables and lists, provide custom record definitions for Advanced Inventory Commercial Invoice.
DSI Commercial Invoice
ID
customrecord_dsi_ci
Parent record
none
Child record
Advanced Inventory CI Order
| Name | ID | Type | List / Record | Notes |
|---|---|---|---|---|
| Name (CI number) | Name | Text | Required when Auto-numbering is disabled | |
| Date Created | Created | Date/Time | Auto | |
| Last Modified | Lastmodified | Date/Time | Auto | |
| CI Bar Code | custrecord_dsi_ci_barcode | Image | Internalid | |
| Ship From | custrecord_dsi_ci_shipfrom | Long Text | ||
| Consignee | custrecord_dsi_ci_consignee | Long Text | ||
| Intermediate Consignee | custrecord_dsi_ci_interconsignee | Long Text | ||
| Date | custrecord_dsi_ci_date | Date/Time | ||
| Customer PO Number | custrecord_dsi_ci_ponum | Text | ||
| Currency Used | custrecord_dsi_ci_currency_type | Text | ||
| Country of Origin | custrecord_dsi_ci_origin | Text | ||
| BOL number | custrecord_dsi_ci_bol | List/Record | Advanced Inventory Bill of Lading | Internalid |
| Final Dest. | custrecord_dsi_ci_destination | Long Text | ||
| Export Route/Carrier | custrecord_dsi_ci_carrier | Text | ||
| Terms of Sale | custrecord_dsi_ci_terms_sale | Text | ||
| Terms of Payment | custrecord_dsi_ci_terms_payment | Text | ||
| Terms of Freight | custrecord_dsi_ci_terms_freight | Text | ||
| Number of Packages | custrecord_dsi_ci_quantity | Integer Number | ||
| Shipper Signature | custrecord_dsi_ci_shipper_signature | Image | ||
| Shipper Title | custrecord_dsi_ci_shipper_title | Text | ||
| Shipper Date | custrecord_dsi_ci_shipper_date | Date | ||
| Custom Txt 1 | custrecord_dsi_ci_txt1 | Text | Extra fields for custom requirements | |
| Custom Txt 2 | custrecord_dsi_ci_txt2 | Text | Extra fields for custom requirements | |
| Custom Check 1 | custrecord_dsi_ci_check1 | Check Box | Extra fields for custom requirements | |
| Custom Check 2 | custrecord_dsi_ci_check2 | Check Box | Extra fields for custom requirements |
Cloud Inventory® Commercial Invoice Order record definitions
The following tables and lists, provide custom record definitions for Advanced Inventory Commercial Invoice Order.
Commercial Invoice Order
ID
customrecord_dsi_ci_order
Parent record
Advanced Inventory Commercial Invoice
Child record
none
| Name | ID | Type | List / Record | Notes |
|---|---|---|---|---|
| Commercial Invoice Parent | custrecord_dsi_ci_order_parent; recmachcustrecord_dsi_ci_order_parent | List/Record | Advanced Inventory Commercial Invoice | Parent Count Record |
| Invoice Number | custrecord_dsi_ci_order_number | List/Record | Transaction | Internalid Sales Order only |
| Item Description | custrecord_dsi_ci_order_description | Text | ||
| Harmonized System Code | custrecord_dsi_ci_order_hs | Text | ||
| Unit Value | custrecord_dsi_ci_order_value_unit | Currency | ||
| Quantity | custrecord_dsi_ci_order_quantity | Decimal Number | ||
| Weight | custrecord_dsi_ci_order_weight | Decimal Number | ||
| Weight Units | custrecord_dsi_ci_order_weight_units | Text | ||
| Value | custrecord_dsi_ci_order_value_total | Text | ||
| Custom Txt 1 | custrecord_dsi_ci_order_txt1 | Text | Extra fields for custom requirements | |
| Custom Txt 2 | custrecord_dsi_ci_order_txt2 | Text | Extra fields for custom requirements | |
| Custom Check 1 | custrecord_dsi_ci_order_check1 | Check Box | Extra fields for custom requirements | |
| Custom Check 2 | custrecord_dsi_ci_order_check2 | Check Box | Extra fields for custom requirements |
Create a record
The Commercial Invoice (CI) record is used to contain data about a shipment and is the parent record of the custom records which form the item list needed for the CI. After all desired fields have been set, submit the request and make a note of the internal id of the new record.
The following examples provide information for creating specific types of records.
Create Commercial Invoice Record
Example Using DSI_RecordCreate
{
"recordcategory": "custom",
"create": [
{
"mc_user": "dobby@houseelves.com",
"recordtype": "customrecord_dsi_ci",
"tranid": "",
"itemid": "",
"entityid": "",
"location": "",
"transferlocation": "",
"account": "",
"subsidiary": "",
"targetfields": [
{
"fieldid": "name",
"value": "6261997JKR"
},{
"fieldid": "custrecord_dsi_ci_shipfrom",
"value": "Free Elf Headquarters"
},{
"fieldid": "custrecord_dsi_ci_consignee",
"value": "Hermione Granger"
},{
"fieldid": "custrecord_dsi_ci_currency_type",
"value": "Galleons"
},{
"fieldid": "custrecord_dsi_ci_origin",
"value": "Hogwarts"
},{
"fieldid": "custrecord_dsi_ci_carrier",
"value": "Owl"
}]
}]
}
Create a Commercial Invoice Order Record
Example Using DSI_RecordCreate
{
"recordcategory": "custom",
"create": [
{
"mc_user": "ronald.b.weasley@auroroffice.com",
"recordtype": "customrecord_dsi_ci_order",
"tranid": "",
"itemid": "",
"entityid": "",
"location": "",
"transferlocation": "",
"account": "",
"subsidiary": "",
"targetfields": [
{
"fieldid": "custrecord_dsi_ci_order_parent",
"value": "1"
},{
"fieldid": "custrecord_dsi_ci_order_item_number",
"value": "1008"
},{
"fieldid": "custrecord_dsi_ci_order_quantity",
"value": "37"
},{
"fieldid": "custrecord_dsi_ci_order_hs",
"value": "200"
}]
}]
}
Lookup a Commercial Invoice Record
Example Using DSI_RecordLookup
{
"internalid": "",
"recordtype": "customrecord_dsi_ci",
"filterexpression":"",
"searchfields": [{
"fieldid": "name",
"operator": "is",
"searchvalue": "6261997JKR"
}]
}
Search for a Commercial Invoice Order from Specific Commercial Invoice
Example Using DSI_RunSearch
{
"searchtype": "customrecord_dsi_ci_order",
"loadrecords":"",
"filterexpression":"",
"searchfilters":
[{
"fieldid": "custrecord_dsi_ci_order_parent",
"operator": "anyof",
"searchvalue": "6261997JKR",
"searchvalue2": "",
"join": ""
}],
"searchcolumns":
[{
"fieldid": "custrecord_dsi_ci_order_item_number",
"join": "",
"text":"",
"summary":""
},{
"fieldid": "custrecord_dsi_ci_order_weight",
"join": "",
"text":"",
"summary":""
}]
}
Loading...
There was a problem loading this topic