How-to

Set up CargoWise for Customs Messaging in

South Africa
South Africa

The purpose of this document is to help users set up CargoWise in order to transmit messages
to South African Customs.

Contents
1. How to Get Started ......................................................................................................................................... 3
1.1 How to get a ZA Customs EDI profile for CargoWise ...................................................................................... 3
1.2 Completing the DA 185.4A6 form .................................................................................................................................. 3
1.2.1 As Agent and a registered CargoWise customer .............................................................................. 3
1.2.2 As Agent and not a registered CargoWise customer (For Importer, Exporter or
Alternate Agent deferments)............................................................................................................................................ 4
2. What you should do in CargoWise prior to Go Live ............................................................................ 6
2.1 Registry ............................................................................................................................................................................................. 6
2.1.1 Registry setting highlights for Generic Customs ...............................................................................6
2.1.2 Registry setting highlights for South African Customs.................................................................. 7
2.1.3 Registry Setting for proper calculation of Duties and Fees (in Invoicing) .......................9
2.2 Organisation Proxy Set Up .................................................................................................................................................. 9
2.3 Service Tasks .............................................................................................................................................................................. 10
2.4 Currency Exchange Rates ................................................................................................................................................... 11
2.5 Staff...................................................................................................................................................................................................... 11
2.6 Organisations...............................................................................................................................................................................12
2.7 Customs Files ..............................................................................................................................................................................12
2.7.1 Global Tariffs ............................................................................................................................................................... 13
3. What you should do on Go Live ............................................................................................................... 13
4. How do I handle clearances processing in the old system? ......................................................... 13

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1. How to Get Started
You will need to set an exact date and time for the cutover from your previous vendor to
CargoWise. You should co-ordinate with your WiseTech Global Relationship Manager via email so
that he/she will be able to confirm that your connection is set up and ready to go prior to the go
live date.

1.1 How to get a ZA Customs EDI profile for

CargoWise
Register for an EDI profile with South African Customs (SARS) by completing the DA 185.4A6 form
available on the SARS website.

1.2 Completing the DA 185.4A6 form

This section explains what information to enter in certain sections. Questions regarding the
completion of the form should be referred to SARS.

1.2.1 As Agent and a registered CargoWise customer

If you are the Agent and a registered CargoWise customer, complete the sections below as
indicated.

1.2.1.1 Section A

Code Description

Dual / Multi
WTG
Registration Code

1.2.1.2 Section C

Code Description

Enter your CargoWise License Code followed by WTG. E.g.

Sender ID (UNB):
EDISDTSYDWTG

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 This is a mandatory field

To determine your CargoWise License Code, from CargoWise, click on

Help, then About.

Your License Code display below your Company Name:

Name of Computer
Bureau or Service WiseTech Global
Provider Used

Internet Sender Refer to ‘Trading Partner AS2 Information sheet supplied to you by
Address WiseTech Global.

1.2.2 As Agent and not a registered CargoWise customer

(For Importer, Exporter or Alternate Agent
deferments)
Complete the sections below as indicated.

1.2.2.1 Section A

Code Description

Dual / Multi
WTG
Registration Code

If not previously registered for an EDI Profile with SARS, Section A (required for a dual profile)
should be left blank.

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1.2.2.2 Section C

Code Description

Enter in capitals without spaces, a unique, but meaningful identifier

ending with WTG and not more than 35 alphanumeric characters. This
is used to identify this particular profile in words. E.g. WISETECHWTG

Sender ID (UNB): Company names or abbreviations are acceptable. Combinations of

Importer and Broker should be used when applying for Dual/Multi
profiles.

This is a mandatory field

Name of Computer
Bureau or Service WiseTech Global
Provider Used

Internet Sender Refer to ‘Trading Partner AS2 Information sheet supplied to you by
Address WiseTech Global.

On submission of the completed DA 185.4A6 to SARS, ensure you forward a copy of the
completed document to your Relationship Manager, who will create a project to have the
CargoWise communication to SARS set up.

STATAC – Statement of Account SARS Registration – if you require the Statement of

Account / Electronic Financial Listing message to be sent to CargoWise, please contact the
SARS / Customer EDI Administrator directly with your request.

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2. What you should do in CargoWise prior to
Go Live
2.1 Registry
For ZA Customs, it is recommended that you review all the settings under Customs in the
Registry prior to your Go Live date.

Refer to 1COR117 - How do I use the System Registry?

To go to the Registry items:

1. Click on Maintain > System > Registry

2. The Edit System Registry window opens
3. Click on Customs and review Generic
Registry items
4. Click on Customs > South Africa to review
country specific Registry items.

2.1.1 Registry setting

highlights for Generic
Customs
This section of the document provides a
highlight of some of the Generic Customs
Registry items that should be reviewed.

Within the registry go to Customs

2.1.1.1 … > Commercial Invoice

Line Merge Method
The default setting will be ‘NON – No Merge’ meaning that the Entry lines will not merge and send
as entered in the Invoice Lines tab. You should consider the Merge Method before adding your
Organisations, as they will receive the default setting of the Registry.

For information on the available options, refer to 1BRK014 - How do I set default merge
methods?

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2.1.2 Registry setting highlights for South African
Customs
Within the Registry go to Customs > South Africa

This section of the document provides a highlight of some of the South Africa Customs Registry
items that should be reviewed.

2.1.2.1 … > Choose default method of ZA Customs Entry

Submission
The default method for South African Customs Entry Submission is BIT – Allow Choosing entry
submission method on Declaration. Built In (ITF) will default. Override this Registry Item and set
to either BTH or BIT.

Code Description

BTH Allow choosing entry submission method on Declaration Build In (BLT)

will default.

This option defaults the entry submission method to BLT.

BIT Allow choosing entry submission method on Declaration Build In (ITF)

will default.

This option defaults the entry submission to ITF.

ITF Only allow entry submission through designated service provider

interface.

This is used when the Customs Message will be sent through a

designated service provider interface.

BLT Only allow entry submission directly with SARS.

This is used when the Customs Message will be sent through

CargoWise.

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This will allow users to change the Message type in the Shipment Type section when creating
new Customs Declarations.

2.1.2.2 … > Customs Office Code

For each Company Branch you can set a default Customs Office Code.

2.1.2.3 … > Fallback Notification Group

Notifications for South African Customs Messaging Responses will be sent to the Groups
configured at this level.

For more information, refer to 1BZA011 - How do I produce my Customs Declaration

documents?

2.1.2.4 … > Financial Account Number Mapping

Enter the Organisations that will have EDI profiles that will be used for summiting Entries to
Customs. FAN’s must be entered for all Organisations; Creditor Codes must be entered for all
Customs offices where the account is to be paid by the agent. If the account is to be paid by the
Importer, then the Importer Pays box must be ticked and the Creditor Code cannot be entered.

For more information, refer to 1BZA005 - How do I map a Customs Financial Account Number
(FAN)?

2.1.2.5 … > Message Sending Interval

The minimum time, in minutes, between sending two messages for a single Entry. The default
value is five minutes. If zero is specified, there will be no check between message sending.

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2.1.3 Registry Setting for proper
calculation of Duties and Fees
(in Invoicing)
These Registry settings allow you to configure the
Disbursement Charge Codes for autorating if required.

Within the registry go to AutoRating > Charge Codes >

Customs

2.1.3.1 … > Default Disbursement Charge

Code
The charge code here represents the amount due for
Customs Duties, Taxes, Fees, etc. as a whole.

2.1.3.2 … > Disbursement Creditor

Enter the vendor’s organisation code representing Customs for Accounts Payable postings.

2.1.3.3 … South Africa > Disbursement Charge Code Override

Use this option if you need to autorate Customs Duties, Taxes, Fees, etc. as individual lines under
the Billing tab.

Refer to the following learning units for additional information:

• 1ACC089 - How do I create a Charge Code?

• 1ACC150 - How do I include customs charges during autorating so that they display on
the invoice?
• 1ACC118 - How do I include customs deferred charges on the invoice?

2.2 Organisation Proxy Set Up

The Organisation Proxy should have the following Registration Number/Codes configured:

• AGT – Agent Code

• CDP – Customs Dual Profile Code (if required)

When the EDI profile has been loaded on the SARS EDI Gateway, you’ll receive the below table
from SARS, which will contain the Profile ID in the first row. The Profile ID will contain the Agent
Code as well as the Dual Profile. The First eight (8) characters are the Agent Code and if a Dual
Profile Code is issued, this is added, as text, after the Agent Code.

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In the example below, the Profile ID shows as 01234567WTG. Therefore, the Agent Code will be
01234567 and the Dual Profile Code will be WTG.

For more information, refer:

• 1COR230 - How do I create an Organisation Proxy and why is it important?

• 1COR057 - How do I add Registration Numbers and Codes to an Organization?

2.3 Service Tasks

Maintain > System > Service Tasks

Service Tasks control printing, emailing, faxing, interfacing, and messaging functions. You should
make the following Service Tasks Mandatory and ensure that they are active:

• ZCR – ZA Customs Message Retriever

• ZCS – ZA Customs Message Sender
• REF – Reference Data Updater

Locate and edit the REF – Reference Data Updater Service Tasks to confirm that the database
is up to date. If there are Log Files with a naming convention of REF_<date>.txt with recent dates,
then CargoWise is receiving all the database updates relevant for South African Customs.

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 For more information on Service Tasks, please refer to learning units on Service Tasks, Emails
& Print Queues.

2.4 Currency Exchange Rates

Maintain > Reference Files > Currencies

Review a Foreign Currency to confirm that the CUS – Customs Rate is present.

Refer to 1COR211 – How do I view, create or edit Currency Codes?

2.5 Staff
Maintain > User Admin > Staff

Ensure that your Staff are configured and given the appropriate Security Rights.

Refer to 1COR009 – How do I create a new staff member?

In addition, review 1COR006 – How do I grant and deny security access?

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2.6 Organisations
Maintain > Reference Files > Organisations.

Review your Organisation setups remembering that some Registry items such as the … >
Commercial Invoice Line Merge Method should be configured prior to adding your Organisations.

The following Registration Numbers/Codes should be set up per Organisation:

• BHR – Bond Holder Customs Carrier Code

• CCD – Importer Code
• CSC – Supplier Code
• CPW – Customs Controlled Premises Code - Warehouse
• PAS – Passport Number
• IDO – ID Number
• REB – Rebate User Code
• REM – Remover User Code
• APE – Customs Approved Exporter

For more information, refer to learning units:

• 1COR037 - How do I create an Organisation?

• 1COR057 - How do I add Registration Numbers and Codes to an Organisation?
• 1COR163 - How can I use Buyer Supplier Relationships to default information to a
Customs Declaration?

2.7 Customs Files

Within CargoWise go to Maintain > Customs > Customs Files

Customs Files contain your Classification Lookups and Product Codes. You will need to add
these to CargoWise. This can be done manually or by using a Data Import function.

For more information on managing Customs Files, please refer to the generic Customs
learning units on Customs Files in conjunction with South Africa specific learning units found
here.

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2.7.1 Global Tariffs
Maintain > Customs > Customs Files > Global Tariffs

Perform a spot check on Tariff Headings that have recently been changes, i.e. Effective Date
01/01/2017.

3. What you should do on Go Live

You can prepare your Customs Declarations any time prior to Go Live for sending to South
African Customs on your Go Live Date. Do not send any messages prior to the set date.
Messages should return, however if you do not get a response you should raise an
eRequest/Incident.

Refer to GCOR001 – How do I create eRequest Incidents?

In addition, review GCOR003 – How do I send eRequest Incidents?

4. How do I handle clearances processing in

the old system?
Clearances processing in your old system will remain in that system for clearance purposes. As
you near your Go Live date, you should consider which system the clearance should be lodged
from and the appropriate time to do so.

Support: Press the F1 key from anywhere within CargoWise to raise an eRequest.

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