Standing instructions and the Rules page

Principle

A standing instruction records a fact about your items — never a code. It replaces the question the engine would have asked you, for items within its scope.

• Fictitious example: to the question “Is the upper made of textile materials?”, you remember “Yes” for heading 6404

The “Remember this answer for other items” button

It appears under an open question, in the product sheet or a batch table. It opens an instruction creation panel.

Choose the answer

For a yes/no question, choose Yes or No. For a multiple-choice question, choose the label that describes your item. The answer remembered is a fact, not a code.

Scope by code

Choose the nomenclature code from which the instruction applies, shown with its label (for example “6110 — Jerseys, pullovers…”). The shorter the code, the wider the scope.

• 6110: all items stopped under heading 6110
• 611020: only under subheading 6110 20

Limit to certain objects

Optional: enter objects separated by commas (“key ring, bottle opener”). The instruction then only applies to items whose object matches.

“All destinations”

By default, the instruction applies to the jurisdiction of the question. Tick “All destinations” to apply it to all your jurisdictions.

Shippers (freight forwarders)

In a shipper's workspace, the instruction is attached to that shipper: it only applies to its items.

Count and apply

“Count the items concerned” shows how many items are waiting for this same question within the scope, with the mention “no credit used”. “Create” records the instruction for future classifications; “Create and apply now” also applies it to pending items and shows a report (concluded, new questions, not applied, errors).

The Rules page

The “Rules” menu opens the “Rules — standing instructions” page, in three tabs.

• Instructions: each instruction with the original question, the scope, the objects, the destination, the shipper, the author and the number of applications
• Conflicts: items where two instructions give different answers to the same question — the question then remains asked
• Frequent pending questions: identical questions grouped, to answer once

Enable, disable, change the scope

A switch enables or disables the instruction. A disabled instruction no longer applies: the question is asked again on new items. You can also change the scope code and run “Apply now” again.

Where the instruction was used

“Items where it was used” lists each item with the stop level, the code obtained, the outcome and the date. In the product sheet, the fact appears with the “Standing instruction” badge and a link to the instruction; the customs justification shows it as the source.

Declared data takes priority

A fact declared on the item always prevails over an instruction. In case of contradiction, you are asked the question again.

Not retroactive, free

Disabling or changing an instruction does not change classifications already made. Creating and applying an instruction uses no credit.