Within the Companies section of Master data, you can manage your company data, new business partners, additional branches, or other companies.
To create companies, or edit existing company entries, follow the steps below:
- From the Office menu, select Master data and then Companies.
- Use the New button to create a new company, or double-click an existing entry to edit it.
- Enter the new company details, or amend the existing details, as required.
- Save and close the company record.
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Upload via CSV file: Alternatively you can import a CSV file containing details of your business partners. To do this, use the Import button in the company overview. This will open a separate window for the upload.
Clicking the Help button provides a brief description of the data format requirements. Please note that all 26 columns must be present in the CSV file, but these can be empty. Only fields marked with * are mandatory and must contain data. The data format requirements also list the values which can be entered in the company role fields, of which you can assign a maximum of three roles to each company.
If you no longer maintain a business relationship with individual companies, you can set the inactive flag for that company, in the Details section of the Company tab. If you do not delete the company entry, associated transactions will remain traceable for subsequent customs checks, but an inactive company will no longer be available for selection in import declarations.
You can specify the roles for which a company can be selected, via the Company roles tab. For example, these may be Consignee, Authorized consignee or Declarant. Only after specific roles have been assigned to a company can that company be selected in the corresponding fields of a customs declaration.
A SEPA mandate reference number can be entered in the Basic data section of the ATLAS tab. Please note that this information does not affect the direct debit participant number for your deferment accounts, but only the number for the collection of ECC duties in simplified procedures.
On the ATLAS tab, you can also enter authorizations for an Authorised Economic Operator (AEO) an Approved Exporter (AE) or a Registered Exporter (REX).
The Participant Identification Number (PIN/BIN) for your company is entered once on the PIN/BIN tab, when Import Filing: ATLAS is configured as part of your project setup. For security reasons, this field is then blocked for further changes, and the full number is concealed. If your PIN/BIN changes, e.g. in the event of name change, please submit a request to AEB support.
Employees of a company are maintained within the company record. You can find out more about this in the article: Creating and Maintaining Employees/Persons in Import Filing: ATLAS.