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Alliance > Import System > Shipment Processing > Overview of Shipment Processing
Shipment Processing Overview
Overview The Shipment Processing section includes information on how to fill out thefields for each screen in Shipment Processing.
Shipment Processing The Shipment Processing section is sub-divided into the following processingsections:
Cargo Release
Entry Summary
Billing
Validations
Special Entries
Delivery Order
Other Government Agencies (OGA)
Single Entry Bond (SEB)
IT/In-Bond
Other Documents
Form Reprint
Other Shipment Processing Functions
Field entryrequirements
Many of the fields on the screens automatically default depending on how thesystem is set up. Certain fields are required in order to process the datacorrectly. A warning message appears at the bottom of the screen if therequired field is left blank.
Although instructions are provided for entering information in each field, non-required fields can be left blank by pressing ENTER.
Shipment Processingfield-level help
For a description of each field, use the field-level help. It can be accessed byentering ? in the individual field. For screen level descriptions, enter HELP inthe ACTION field.
Description After logging into the Alliance System the first 3 screens contain menu optionsthat allow access to the Shipment Processing options screen. At the ShipmentProcessing options screen, all shipment files can be logged without having togo back to the first 3 screens. The actual start of file processing occurs whenyou select the processing option(s) from the Shipment Processing optionsscreen.
Alliance > Import System > Shipment Processing > Shipment Processing How To’s Overview
Overview of Shipment Processing How To’s
Overview The Shipment Processing section includes the following How To Instructions.
Shipment Processing The Shipment Processing section includes the following step-by-step how toinstructions:
How To Access Shipment Processing
How To Select from the Shipment Processing Options screen
How To Enter a New File on the File Number Assignment screen
How to Enter Customer Notes on the File Number Assignment screen
How To Copy from a Previous File
How To Find an Existing File
How to Use the Customer Code Search Function
Shipment Processingfield-level help
For a description of each field, use the field-level help. It can be accessed byentering ? in the individual field. For screen level descriptions, enter HELP inthe ACTION field.
Procedure To select options from the Shipment Processing screen, perform the followingsteps.
Field Name Data Enter Description
ACTION Enter E in the ACTION field, then pressENTER.
Note: If you only want to change aselection from Y to N or from N to Y,enter the field number in the ACTIONfield to access the field and make yourchanges.
Ifyou enter E, the cursor moves to theBroker Team field.
01 Broker Team Enter the Broker Team code or pressENTER to accept the default.
The cursor moves to the Division field.
02 Division number Enter the Division number or pressENTER to accept the default.
The cursor moves to the Cargo Releasefield.
03 Cargo Release Enter Y if you would like to access theCargo Release screens during thissession of Shipment Processing.
The cursor moves to the Entry Summaryfield.
When you are done selecting the optionsyou would like, you can go to the ACTIONfield (F3) to update your selections andcontinue.
04 Entry Summary Enter Y if you would like to access theEntry Summary screens during thissession of Shipment Processing.
The cursor moves to the Billing field.
When you are done selecting the optionsyou would like, you can go to the ACTIONfield (F3) to update your selections andcontinue.
05 Billing Enter Y if you would like to access theBilling screens during this session ofShipment Processing.
The cursor moves to the Delivery Orderfield.
When you are done selecting the optionsyou would like, you can go to the ACTIONfield (F3) to update your selections andcontinue.
06 Delivery Order Enter Y if you would like to accessDelivery Order screens during thissession of Shipment Processing.
The cursor moves to the Food & Drugfield.
When you are done selecting the optionsyou would like, you can go to the ACTIONfield (F3) to update your selections andcontinue.
Shipper Enter the shipper code. This is the shipper code associated withthis shipment. The code entered must bea valid shipper in your Customer file.Default shipment information will bederived from the customer data on file forthis shipper.
Although the Shipper is an optional field, itshould be used for NAFTA customers andfor files that are flagged for reconciliationprocessing.
03 Entry Type Enter the entry type code or pressENTER to accept the default value.
The Entry Type must be a valid code inyour Entry Type file. This information willprint out in the ENTRY TYPE CODE/NAME box on your I.D. This field is alsorequired for ABI/Cargo Releasetransmission to Customs and will bevalidated by the Cargo ReleaseValidations program.
04 Trans Mode Enter the mode of transportation codeor press ENTER to accept the defaultvalue.
This field is required for most shipments(except FTZ entries) and is validated.
The default value comes from CustomerMaintenance.
05 Desc Enter a description of the commoditybeing imported, or press ENTER tobypass the field.
This information will print in theDESCRIPTION area on all of your releasedocuments. The description may be usedto identify a shipment.
06 Doc RecvdDate
Press ENTER to accept the default valueof today’s system date, or enter thedocuments received date.
Press ENTER to accept the default valueof today’s system time, or enter thedocuments received time.
These fields allow you to enter the dateand the time the documents are receivedfor the shipment.
This field will only display if you are set upwith this feature.
07 Salesman Press ENTER to accept the defaultsalesman code, or enter the salesmancode.
The default value will come from theCustomer file, based on the customercode entered for the shipment.
09 Bill To Press ENTER to accept the default BillTo customer account, or enter the BillTo customer.
The default Bill To value will come fromthe Customer file, based on the customercode entered for the shipment.
11 UnifiedSecurity File (Y/N)
Press ENTER to accept the default valueor enter Y if you will be submitting aUnified Security File with this shipment.
Enter Y if you will be filing an ImporterSecurity Filing for this shipment; this willtrigger Unified Filing screens to run after
Enter N if you will not be submitting aUnified Security File with this shipment.
the normal Cargo Release, EntrySummary or FTZ Admission screens.
Enter N if you don't want an ImporterSecurity Filing.
You will be prompted for this field only ifyour Customer is set up with a default Yfor Unified Filing.
99 MultipleConsignees
Enter Y if there are multiple consigneesinvolved with this shipment.
Enter N or leave the field blank if theshipment does not have multipleconsignees.
This field is for processing ConsolidatedEntries. If you enter Y, the ManifestProcessing screen will display after youupdate the File # Assignment screen.
Note: If this field is set to N and the BCSSave field on Aux. Parameters screen ofCompany Control File maintenance ofShipment Processing is set to Y, you canhave the IRS number be reported fromthe BCS Release bond information onSummary Billing Reports instead of fromthe Ultimate Consignee information.
ACTION At the ACTION field you have thefollowing command options:
ITDS = The ITDS Shipment Y/N fieldwill display at the top of the screen.
CRED = view the Customer’s CreditNotes
NOTE = view the Customer’s ShipmentNotes
WHSE = Warehouse Withdrawal
EDI = EDI (must be a valid EDIcustomer) – displays the EDI ShipmentSelect – File Generation screen.
ABI = view the ABI/Notes Summaryscreen.
SADD = Secondary Add (only fill infields that are empty)
COPY = Allows you to copy shipmentdata from a previously enteredshipment file.
When you update the screen, theShipment ID’s screen displays.
Alliance > Import System > Shipment Processing > Overview of Shipment Processing > FileNumber Assignment Screen > Copy from Previous File
Copy from Previous File
How To Copy Data from a Previous File into a New File
Overview You can copy shipment data from an existing file into a new file from the FileNumber Assignment screen after you have entered the new file number andCustomer code.
In addition to determining which information you would like to copy into thenew file, you also have the option of replacing the Commercial Invoicenumbers with new numbers. This allows you to use the COPY function withyour AII files (which must have unique commercial invoice numbers).
2 At the ACTION field, type COPY into theACTION field, or you can press F1 andwhile holding key down, press the C keyto activate the Copy function.
The Import Preload File Copy Processpop-up screen displays.
Import Preload File Copy Process pop-up screen:
Step Action Comment
3 At the Copy from File field, enter the filenumber from which the data is to becopied and press ENTER. If you do notknow the file number, you can do asearch by entering the question mark(?).
When you enter the question mark, theFile Number Quick Search pop-up screendisplays.
The pop-up displays when you enter a question mark (?) in the Copy from Filefield. It only displays files associated with the Customer Code entered. Thefiles display with the most current files first.
Select the file to be used as the Copy-From file. The previous pop-up screenwill display with the file number selected.
Import Preload File Copy Process pop-up screen:
Step Action Comment
4 At the Full E/S Data field, type Y if youwould like to copy all the EntrySummary data.
Enter N if you do not want to copy all thedata.
If you answer Y, the cursor will move tothe Copy Prior Notice Data field if OGAPN information is on the file you arecopying from.
If you answer N, the cursor will go to theShipment Header only field.
12 If there is any missing or incorrect dataon the File Number Assignment screen,add or correct the data. When you aredone, update and save the screen.
Validations will begin. If everything is OK,the next processing screen will displaywith the new file information.
13 Add any missing or incorrect data on theother processing screens.
Alliance > Import System > Shipment Processing > Overview of Shipment Processing > FindingExisting File
How to Find an Existing File
Finding an Existing File on the File Number Assignment Screen
Overview On the File Number Assignment screen, you have the option of (E)ntering anew file number, (F)inding an existing shipment file, or doing a search for anexisting file.
If you know the file number, enter F in the ACTION field and then enter the filenumber.
If you are not sure of the file number, follow the procedures described in thetable below.
4 In the Code Value field, enter thecustomer code.
The cursor will then stop at the BrokerTeam field.
5 If the default Broker Team displayed atthe lower right of the screen is correct,press ENTER to accept the defaultvalue.
If the default Broker Team is notcorrect, enter the correct Broker Teamnumber.
When a Broker Team number is enteredin the field, the system will do a look-up tothe shipment files for the Customer/BrokerTeam combination. All relevant files willdisplay in the grid.
Default Broker Team Number: TheShipment Processing program will first goto the Broker Team field on the CustomerMaintenance Import Defaults screen. If itis empty, it will next look in this field inUser Profile for a Broker Team.
Alliance > Import System > Shipment Processing > Overview of Shipment Processing > FileNumber Assignment Screen > How to use the Customer Code Search
Using Customer Code Search
Using the Customer Search Screen
Overview There are two ways to do a customer code search:
1. If you know the beginning letters or numbers of the code, enter theminto the Customer field. A Customer Search screen will display andyou can scroll through it to find the correct code. (See sample screenabove.)
2. If you do not know the code at all, enter a question mark (?) into theCustomer field. A Customer Search screen will display allowing you tosearch on the name, the code, or other information.
Procedure When you see the correct code displayed, in the ACTION field enter thenumber next to the correct code. This will select the code and enter it into theCustomer field.