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  • 👋Welcome to Dexter
  • Guides
    • 🔎Getting started
    • ⬆️Upload Cases
    • 📚Upload Master Data
    • 📚Bulk Edit Master Data
    • 🔧Configure Execution Strategies
    • 🧳Manage Projects
  • Working with Digicust
    • 1️⃣Onboarding Checklist
    • 2️⃣Checklist Recurring Client
    • 3️⃣Checklist Walk-in Clients
  • Features
    • 🔌Integrations
      • Riege Scope
      • BEO
      • FORMAT
      • DHF Zolaris
      • AEB
      • LDV
      • DBH
      • Dakosy
      • SFTP
      • Web Hooks
      • Asycuda
    • 🔎Tariff Classification
      • Auto-fix tariff numbers
      • Automatic classifications
      • Bulk material classifications
    • 🪄AI-Generated Goods Descriptions
    • ✨Rules & Templates
    • ⬆️Upload Scenarios
    • 📃Document Splitting
    • 🛠️Data Extraction
      • Emails
      • Invoices
      • Waybills
      • Packing Lists
      • Delivery Notes
      • Export Declarations
      • Temporary Storage Documents
      • ATR Certificates
      • EUR1
      • Weighing Certificates
      • Excel Files
    • 🪄Data Enrichment & Customs Coding
      • Freight Cost Distribution
      • Preference Check
      • Procedure Detection
      • Automatically Add Negative Codings
      • Document Type Codes
      • Special Unit Measures
      • Currency Conversion
      • Address Normalization
    • 📚Master Data
      • Material Data
      • Stakeholder Data
    • ✔️Data Validation
      • Stakeholder Validation
      • Consistency Check
    • 📧Custom Events
    • Splitting Customs Cases
  • Developer API
    • Getting Started
    • Uploading a Case
    • Fetching a Case
    • Tariff Classificaiton
    • Type Definitions
    • Full Upload API Documentation
    • Full Generic API Documentation
  • Use-Cases
    • Import
      • From Invoices, Emails, Master Data
      • From Export Declarations and Above
      • From Waybills, Turkish Export Declarations and Above
      • From Temporary Storage, Transit Declarations and Above
      • From Delivery Notes, Packing Lists and Above
      • From Preference Documents (A.TR, EUR.1, etc.) and Above
      • Create A.TR from Export Declaration
    • Export
      • From Invoices, Emails, Master Data
      • From Invoices, Packing Lists, Delivery Notes
    • Transit
      • From Invoices, Emails, Export Declarations
    • Intrastat
      • From Invoices
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On this page
  • How it works
  • Templating
  • Scale rules to the hundreds
  • Conditionally modify line items
  • Conditionally modify execution strategy
  • Conditionally trigger warning messages
  • Global Rules
  • Rule Catalog
  • Why?
  • Automating Customs Clearance Process
  • Ensuring Consistency and Accuracy in Customs Documents
  • Conclusion

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  1. Features

Rules & Templates

PreviousAI-Generated Goods DescriptionsNextUpload Scenarios

Last updated 1 year ago

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Rules is a feature of our service that allows users to configure conditions for the automatic overriding or fallback of values in customs documents. With this feature, users can set conditions based on certain values or attributes in customs documents, and specify the values to be overridden or fallback values to be provided. This feature streamlines the customs clearance process and ensures consistency and accuracy in customs documents.

How it works

The Rules Configuration feature allows users to set conditions based on certain values or attributes in customs documents. For example, users can set a condition that if the shipper is "xy" and the total value does not exceed 10,000 EUR, a certain customs representation mode should be applied. Users can also specify the values to be overridden or fallback values to be provided based on these conditions.

Templating

Setting "Fallback to"-rules is equivalent of setting a template of values to be used if Digicust can not provide more accurate data from the documents you uploaded. This way, you can apply conditional templates based on the conditions you set.

Scale rules to the hundreds

An execution strategy can have unlimited rules assigned. As you scale to hundreds of rules, you can give rules different names that you can search through. You can move rules up and down. Higher rules have higher weight and will overwrite conflicting values from lower rank.

Conditionally modify line items

With rules, you can conditionally modify all matching line items. An example would be, that if the shipper is from country XY, then always assume country of origin XY.

Conditionally modify execution strategy

You can even conditionally modify the execution strategy. This way, you could set up that if the declarant is from Germany, send the data to customs software Dakosy and if the declarant is from Switzerland, then send the data to Mercurio.

Conditionally trigger warning messages

You want your customs declarants to be warned if specific conditions are met? For example, if the goods are worth more than EUR 100.000 you might want to trigger a warning that the user should have another look before sending to the authorities. These validation messages appear in both the notification emails and in our frontend.

Global Rules

Sometimes there are use-cases for rules that apply across all execution strategies. For that purpose, add rules directly to the project under project settings:

Rule Catalog

Just browse our catalog of pre-defined rules to see what would be useful for your customs case automations.

Why?

Automating Customs Clearance Process

Rules Configuration streamlines the customs clearance process by automating the overriding or fallback of values in customs documents. Users no longer need to manually check and update values in customs documents, saving time and reducing the risk of errors associated with manual data entry.

Ensuring Consistency and Accuracy in Customs Documents

Rules Configuration ensures consistency and accuracy in customs documents by enforcing specific conditions for value overriding or fallback. This feature ensures that customs documents comply with customs regulations and reduces the risk of errors and delays in customs clearance.

Conclusion

Rules Configuration is a powerful tool that automates the overriding or fallback of values in customs documents based on specific conditions. This feature streamlines the customs clearance process, saves time, and ensures consistency and accuracy in customs documents. Rules Configuration is an essential tool for businesses involved in customs clearance, as it ensures compliance with customs regulations and reduces the risk of errors and delays in customs clearance.

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Configure rules
Modifying line items
Modify execution strategy
Custom validation messages
Global rules
Rule catalog