Manage Tariff Rules
Tenant administrators use tariff rule sets to control which rates COMPLIANCE applies. A set groups rules for a destination and effective period.
Tariff set lifecycle
Draft -> Published -> Retired -> Archived
\----------------> Archived
- Draft sets and their rules can be edited.
- Published sets participate in calculations and are immutable.
- Retired sets no longer participate in new calculations.
- Archived sets are retained for history and cannot be restored through the normal lifecycle.
When published rates need to change, prepare a new Draft set or version with the new effective period instead of changing the published schedule.
Create and publish a set
- Open Tariff Rule Sets.
- Select New tariff rule set.
- Enter a name, destination country, priority, and effective dates.
- Save the Draft set.
- Add its tariff rules.
- Test representative items and dates.
- Publish the set when it is ready for calculations.
A lower tariff-set priority number is evaluated first. A destination-specific set precedes a wildcard set when their priorities are equal.
Define a rule
Each rule contains:
| Field | Purpose |
|---|---|
| Commodity code | HTS prefix to match. A shorter prefix covers a broader group of items. |
| Origin country | Required origin, or * for any origin. |
| Destination country | Required destination, or * where supported by the schedule. |
| Priority | Determines precedence among matching rules; a higher rule priority wins. |
| Duty rate | Percentage applied to customs value. |
| Import-tax rate | Percentage applied to customs value plus duty. |
| Effective dates | Date range in which the rule can apply. |
| Active | Controls whether the rule participates in matching. |
Use specific rules at higher priorities and broad fallback prefixes at lower priorities. Avoid two matching rules at the same priority with different rates; COMPLIANCE reports that condition as a conflict.
Example
For an item with HTS 8517.62.0070, origin US, and destination RO, a schedule might contain:
| Commodity code | Origin | Priority | Duty | Import tax |
|---|---|---|---|---|
8517.62.0070 |
US |
100 | 0% | 19% |
8517 |
* |
50 | 3% | 19% |
85 |
* |
10 | 5% | 19% |
The first rule wins because it matches the complete code and origin and has the highest rule priority.
Effective-date practices
- Do not leave unintended gaps between retiring rates and their replacements.
- Avoid overlapping schedules unless their priorities express the intended precedence.
- Test dates on both sides of every rate change.
- Preserve the rule and set versions returned with completed calculations for audit purposes.