The guarantees field is located on the Finances tab at header level.
In order for the guarantee to be calculated correctly, a template needs to be created.
Note:
- A mapping table must be created prior to these steps, as it will need to be selected as part of this process.
- You must ensure that no existing template contains a Dynamic Value Initialization (DVI) to instruct the use of the guarantee mapping table. This must only be referenced in one template, created as per the steps below.
- Go to Master data > Templates > Trans. dep. templates.
- Click New template.
- Enter the Initials and Description of the template.
- In the Dynamic value initialization section, click New.
- From the list displayed, select 'Mapping table'.
- In the Configuration section, select 'Set Guarantee Amount' from the drop-down list and click OK. This mapping table must have been created earlier.
- Select the Finances tab of the template and click New to add a guarantee line.
- For the template to be automatically added to any transit declarations, a template selector is required. Go to Master data > Templates > Trans dep. templ. selectors.
- Click New template selector.
- This template must be applied last in order for it to operate correctly. This is controlled by the value in the Order field. Ensure this value is the highest number of all the template selectors displayed in the template selectors list.
- From the Template drop-down list, select the template created in the steps above and click Save & Close.
Remember to ensure that no existing template contains a Dynamic Value Initialization (DVI) to instruct the use of the guarantee mapping table. This must only be referenced in one template, created as per the instructions above.