2 Create a Customs Entry

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Create a Customs Entry

To create a customs entry, follow the steps listed below.

1. From the Tasks menu, select Trade Management > Import Financials > Create Customs Entry . The Customs Entry window appears.

2. In the Customs Entry header, the customs entry number is auto-generated, if you create a customs entry. The ALC status as well as the status of the customs entry are displayed in the top right corner of the window. If you create a customs entry the ALC status defaults to Pending and the status of the customs entry to Worksheet.

3. Enter, select or search for customs entry data, in the individual sections. For more information about the individual sections of the Customs Entry window, see the Define/ Enter a Customs Entry section.

4. Then select one of the following options.

• Click Save and Close to save you entries and close the Customs Entry window.

• Click the arrow on the right side of the button to display the additional save options.

  • Click Save to save your entries.

  • Click Save and Create Another to create additional entries.

• Click Cancel to reject all entries and close the Customs Entry window.

Define/Enter a Customs Entry

You can track the movement of goods through customs in the import country through the Customs Entry (CE) module.

The Create Customs Entry option opens the Customs Entry window. This window allows you to view and maintain customs entries. You can also calculate assessments and allocate them to actual landed cost (ALC).

The Customs Entry window contains the following sections.

• Customs Entry Header

• Details

• Comments

• Customs Entry Toolbar

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Furthermore, the Customs Entry Header contains the Totals section. You can view the following totals in this section.

Table 2-2 Totals - Fields an Description

Field	Description
Total Actual Assessments	The Actual Assessments column lists the following values:
	• Duty
	• Taxes
	• Other
Value for Duty	Displays the dutiable value of the merchandise on the customs entry.
Estimated Assessments	Displays the estimated value of the assessments on the customs entry.

Details

The Details section contains the following fields.

Table 2-3 Details - Fields and Description

Field	Description
Importer	Enter, select or search for the importer.
Consignee	Enter, select or search for the consignee.
Broker	Enter, select or search for the broker.
Broker Ref. No.	Enter the broker reference number.
File No.	Enter the file number.
Bond Type	Select the bond type from the list.
Bond No.	This field is only enabled, if you selected a bond type. Enter the bond number.
Payee Type	Select the payee type from the field.
Payee	This field is only enabled, if you selected a payee type. Enter, select or search for the payee.
Liquidation Amount	Enter the liquidation amount.
Liquidation Date	Enter the liquidation date or use the Calendar icon to select the date.
Re-liquidation Amount	Enter the re-liquidation amount.
Re-liquidation Date	Enter the re-liquidation date or use the Calendar icon to select a date.
Surety Code	Select a surety code from the list.
Entry Team	Enter the entry team.
Live Cargo	Select the Live Cargo checkbox, to indicate the entry is live in accordance to the U.S. 7501 form.
Merchandise Location	Enter the merchandise location.
Location Code	Enter the location code.

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Comments

The Comments section holds the Comments field. You can enter any comments for the customs entry.

Customs Entry Toolbar

The Customs Entry Toolbar displays the icons and buttons for actions that can be performed for the customs entry such as changing the status of the customs entry or navigating to the CE Details window to edit and view shipments, orders, items or charges information related to the customs entry. The Customs Entry Toolbar contains the following icons and buttons.

Table 2-4 Customs Entry Toolbar - Icons/Buttons and Description

Action Icons/Buttons	Description
Help icon	You can access the online help for a particular page by clicking the Help icon.
Delete icon	Deletes the current customs entry. Only possible, if the Customs Entry is still in the status Worksheet.
Recalculate icon	Use this icon to recalculate the totals in the Customs Entry window, after you have changed CE Details such as order/items or charges.
Status	If you click theStatusbutton, the status of the customs entry changes to the status specified on the button. When there is more than one status to which the customs entry can be changed to, click the arrow on the right side of the button to display the additional status options.
	Possible customs entry statuses are:
	• Worksheet
	• Send
	• Downloaded • Confirmed
Details	ClickDetailsto view the details of the customs entry. The CE Details window appears.
	For more information about CE details, see theCustom Entry Details section.
Allocate ALC	ClickAllocate ALCto allocate the costs to the actual landed costs module.
More Actions	ClickMore Actionsto see a list of additional actions that can be performed in the Customs Entry window.
	For more information about the More Action Menu for customs entries, see theCustoms Entry - More Actions Menusection.
Save and Close	ClickSave and Closeto save your changes and close the window. Click the arrow on the right side of the button to display the additional save options.
	• ClickSaveto save your entries.
	• ClickSave and Create Anotherto create additional entries.
Cancel	ClickCancelto reject all entries and close the window.
Done	Only displayed in view mode.
	ClickDoneto close the window.

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Note:

If you enter the Customs Entry window in view mode, only the following icons and buttons are available:

• Help icon

• Details button

• More Actions menu

• Done button

All other icons and buttons are disabled in view mode.

Customs Entry - More Actions Menu

Use the More Actions menu to navigate to the following windows. The More Actions menu contains the following options.

Table 2-5 More Actions Menu - Buttons and Description

Action Buttons	Description
Forms and Protests	Opens the CE Forms and Protests window.
	For more information about this function, see theForms and Protests section.
Timelines	Opens the Customs Entry Timelines window.
	For more information about this function, see theTimelinessection.

Forms and Protests

In the CE Forms and Protests window you can create, edit and view forms and protest information related to the selected customs entry.

The CE Forms and Protests window contains the following sections.

• CE Forms and Protests Header

• Forms Table

• Protests Table

• CE Forms and Protests Toolbar

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Table 2-6 Forms Table - Actions Menu/Icons and Description

Actions Menu/Icons	Description
Add and Add icon	You can add forms to a customs entry by selectingActions > Addor by using the Add icon.
	For more information about how to add forms, see theAdd Forms section.
Delete and Delete icon	You can delete a form from a customs entry: • Select a record in the table. • SelectActions > Deleteor use the Delete icon. • You are prompted if you want to delete the record. SelectYesto confirm the prompt. • The record is deleted from the table.
Export to Excel and Export to Excel icon	You can export the records in the table to a Microsoft Excel spreadsheet by selectingActions > Export to Excelor by using the Export to Excel icon.

Forms Table - View Menu and Icons

You can customize the view of the table. Use the View Menu to customize the view as listed below.

Table 2-7 Forms Table - View Menu and Description

View Menu/Icons	Description
Columns	You can manage which of the columns will be shown in the table by clicking theShow AllandManage Columnsoptions.
Detach and Detach icon	You can view the tables in the application in a separate window by clicking Detach or by using the Detach icon.
Reorder Columns	You can reorder columns by clicking the Reorder Columns option.
Query by Example and Query by Example icon	You can filter the items by one or multiple column values by clicking the Query by Example option or by using the Query by Example icon.

Protests Table

In the Protests table you can maintain protest records. The table displays the following columns by default.

• Protest Number

• Protest Code

• Description

• Protest Date

• Comments

Protests Table - Actions Menu and Icons

Use the Actions Menu and Icons to apply actions to the table. You can perform the actions listed below.

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Table 2-8 Protests Table - Actions Menu/Icons and Description

Actions Menu/Icons	Description
Add and Add icon	You can add protests to a customs entry by selectingActions > Addor by using the Add icon. For more information about how to add protests, see theAdd Protests section.
Delete and Delete icon	You can delete a protest from a customs entry: • Select a record in the table. • SelectActions > Deleteor use the Delete icon. • You are prompted if you want to delete the record. SelectYesto confirm the prompt. • The record is deleted from the table.
Export to Excel and Export to Excel icon	You can export the records in the table to a Microsoft Excel spreadsheet by selectingActions > Export to Excelor by using the Export to Excel icon.

Protests Table - View Menu and Icons

You can customize the view of the table. Use the View Menu and icons to customize the view as listed below.

Table 2-9 Protests Table - View Menu/Icons and Description

View Menu/Icons	Description
Columns	You can manage which of the columns will be shown in the table by clicking theShow AllandManage Columnsoptions.
Detach and Detach icon	You can view the tables in the application in a separate window by clicking Detach or by using the Detach icon.
Reorder Columns	You can reorder columns by clicking the Reorder Columns option.
Query by Example and Query by Example icon	You can filter the items by one or multiple column values by clicking the Query by Example option or by using the Query by Example icon.

CE Forms and Protests Toolbar

The Toolbar displays the icons and buttons for actions that can be performed in the CE Forms and Protest window. The Toolbar contains the following icons and buttons.

Table 2-10 CE Forms and Protests Toolbar - Icons/Buttons and Description

Action Icons/Buttons	Description
Help icon	You can access the online help for a particular page by clicking the Help icon.
Save	ClickSaveto save your changes.
Save and Close	ClickSave and Closeto save your changes and close the window.
Cancel	ClickCancelto reject all entries and close the window.

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• e. In the Due Date field, enter or select the appropriate date or use the Calendar icon to select the date.

• f. In the Response Date field, enter or select the appropriate date or use the Calendar icon to select the date.

• g. In the Comments field, enter your comments, if necessary.

• h. Then choose one of the following options.

  • Click OK to add your changes and close the Add Form window. The system returns to the CE Forms and Protests window. The new form is added to the Form table.

  • Click OK and Add Another to add additional forms.

  • Click Cancel to reject all entries and close the Add Form window. The system returns to the CE Forms and Protests window.

8. After have added all necessary forms, choose one of the following options.

• Click Save to save your changes.

• Click Save and Close to save your changes and close the CE Forms and Protests window.

• Click Cancel to reject all changes and close the CE Forms and Protests window.

Edit Forms

After you have added a form to a customs entry, you can edit the form as shown below.

1. In the Forms table, select a record and edit the following columns, if necessary.

• Issues

Add, change or delete the shown entry.

• Notice, Due and/or Response Date

Enter or use the Calendar icon to select the notice, due and/or response date.

• Comments

Add, change or delete the shown entry.

2. After you have changed all necessary data, choose one of the following options.

• Click Save to save your changes.

• Click Save and Close to save your changes and close the CE Forms and Protests window.

• Click Cancel to reject all entries and close the CE Forms and Protests window.

Add Protests

To add protests to a customs entry, follow the steps listed below.

1. From the Tasks menu, select Trade Management > Import Financials > Manage Customs Entry . The Customs Entry Search window appears.

2. Enter or select search criteria as desired to make the search more restrictive.

3. Click Search . The Customs Entries that match the search criteria are displayed in the Results section.

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Edit Protests

After you have added a protest to the customs entry, you can edit the protest as shown below.

1. In the Protests table, select a record and edit the following columns, if necessary.

• Protest Code

Enter, select or search for a another protest code.

• Protest Date

Enter or use the Calendar icon to select the corresponding date of the protest.

• Comments

Add, change or delete the comments of the displayed protest.

2. Then choose one of the following options.

• Click Save to save your changes.

• Click Save and Close to save your changes and close the CE Forms and Protests window.

• Click Cancel to reject all entries and close the CE Forms and Protests window.

Timelines

In this window you can add timelines to a customs entry. You can attach a date to each step linked with an activity and monitor the completion of the activity. You can also modify the dates based on the changes in the schedule of related activity and add a relevant reason/comment for the change.

The Customs Entry Timelines Window contains the following sections.

• Customs Timeline Header

This section contains the customs entry number.

• Timelines

• Timeline Details

• Customs Entry Timelines Toolbar

Timelines

In the timelines section you can add or delete a timeline to/from the selected customs entry.

Timelines Table - Actions Menu and Icons

Use the Actions Menu and icons to apply actions to the table. You can perform the actions listed below.

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Table 2-11 Timelines Table - Actions Menu/Icons and Description

Actions Menu/Icons	Description
Add and Add icon	You can add timelines to a customs entry by selectingActions>Add or by using the Add icon. For more information about how to add a customs timeline, see the Add a Timeline to a Customs Entrysection.
Delete and Delete icon	You can delete timelines from a customs entry by selectingActions > Deleteor by using the Delete icon. For more information about how to delete a timeline from a customs entry, see theDelete Timelines from a Customs Entrysection.
Export to Excel and Export to Excel icon	You can copy the records in the table to a Microsoft Excel spreadsheet by selectingActions > Export to Excelor by using the Export to Excel icon.

Timelines Table - View Menu and Icons

You can customize the view of the table. Use the View Menu and icons to customize the view as listed below.

Table 2-12 Timeline Table - View Menu/Icons and Description

View Menu/Icons	Description
Columns	You can manage which of the columns will be shown in the table by clicking theShow AllandManage Columnsoptions.
Detach and Detach icon	You can view the tables in the application in a separate window by clicking Detach or by using the Detach icon.
Sort	You can sort columns by the following options: • Ascending • Descending • Advanced
Reorder Columns	You can reorder columns by clicking the Reorder Columns option.
Query by Example and Query by Example icon	You can filter the items by one or multiple column values by clicking the Query by Example option or by using the Query by Example icon.

Timeline Details

In the Timeline Details section you can view the reason and comments for a modified step within a timeline. You can also delete timeline details from the custom entry.

Timeline Details Table - Actions Menu and Icons

Use the Actions Menu and icons to apply actions to the table. You can perform the actions listed below.

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Table 2-13 Timeline Details Table - Actions Menu/Icons and Description

Actions Menu/Icons	Description
Delete and Delete icon	You can delete timeline details from a customs entry by selecting Actions > Deleteor by using the Delete icon. For more information about how to delete protests, see theDelete Timeline Details from a Customs Entrysection.
Export to Excel and Export to Excel icon	You can save the table to a Microsoft Excel spreadsheet by selecting Actions > Export to Excelor by using the Export to Excel icon.
Calculate Revised Dates button	Use theCalculate Revised Datesbutton, after you have made timeline changes.
Wrap icon	You can wrap the values in the table column by first clicking the column on which you would like the text to wrap and then using the Wrap icon.

Timeline Details Table - View Menu and Icons

You can customize the view of the table. Use the View Menu to customize the view as listed below.

Table 2-14 Timeline Details Table - View Menu and Description

View Menu/Icons	Description
Columns	You can manage which of the columns will be shown in the table by clicking theShow AllandManage Columnsoptions.
Detach	You can view the tables in the application in a separate window by clicking Detach.
Sort	You can sort columns by the following options:
	• Ascending • Descending • Advanced
Reorder Columns	You can reorder columns by clicking the Reorder Columns option.
Query by Example and Query by Example icon	You can filter the items by one or multiple column values by clicking the Query by Example option or by using the Query by Example icon.

Customs Entry Timelines Toolbar

The Toolbar displays the icons and buttons for actions that can be performed in the Customs Timelines window. The Toolbar contains the following icons and buttons.

Table 2-15 Customs Entry Timelines Toolbar - Icons/Buttons and Description

Action Icons/Buttons	Description
Help icon	You can access the online help for a particular page by clicking the Help icon.
Save	ClickSaveto save your changes.
Save and Close	ClickSave and Closeto save your changes and exit the Customs Timeline window.

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Table 2-15 (Cont.) Customs Entry Timelines Toolbar - Icons/Buttons and Description

Action Icons/Buttons	Description
Cancel	ClickCancelto reject all entries and exit the Customs Timeline window.

Add a Timeline to a Customs Entry

To add a timeline to a customs entry, follow the steps listed below.

1. From the Tasks menu, select Trade Management > Import Financials > Manage Customs Entry. The Customs Entry Search window appears.

2. Enter or select search criteria as desired to make the search more restrictive.

3. Click Search . The Customs Entries that match the search criteria are displayed in the Results section.

4. Select a record in the Results section.

5. In the Customs Entry column, click on the customs entry link, or mark a record and select Actions > Edit or use the Edit icon. The Customs Entry window appears.

6. In the More Actions menu select Timelines . The Customs Timeline window appears.

7. In the Timeline table, select Actions > Add or use the Add icon. The Add Timeline window appears.

• a. In the Timeline field, enter, select or search for the step number you want to add a timeline for. This field is a required field.

• b. In the Base Date field, enter or use the Calendar icon to select a date.

• c. Then choose one of the following options.

  • Click OK to add the timeline and close the Add Timeline window. The system returns to the Customs Timeline window. The new timeline is added to the Timeline table.

  • Click OK and Add Another to add additional timelines.

  • Click Cancel to reject all entries and close the Add Timeline window. The system returns to the Customs Timeline window.

8. After you have added all necessary timelines, choose one of the following options.

• Click Save to save your changes.

• Click Save and Close to save your changes and close the Customs Timeline window.

• Click Cancel to reject all changes and close the Customs Timeline window.

Delete Timelines from a Customs Entry

To delete a timeline from a customs entry, follow the steps listed below.

1. From the Tasks menu, select Trade Management > Import Financials > Manage Customs Entry. The Customs Entry Search window appears.

2. Enter or select search criteria as desired to make the search more restrictive.

3. Click Search . The Customs Entries that match the search criteria are displayed in the Results section.

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4. Select a record in the Results section.

5. In the Customs Entry column, click on the customs entry link, or mark a record and select Actions > Edit or use the Edit icon. The Customs Entry window appears.

6. In the More Actions menu select Timelines . The Timelines window appears.

7. In the Timeline table, select Actions > Delete or use the Delete icon.

8. Confirm the displayed prompt with Yes . The record is deleted from the table.

9. Then choose one of the following options.

• Click Save to save your changes.

• Click Save and Close to save your changes and close the Customs Timeline window.

• Click Cancel to reject all changes and close the Customs Timeline window.

Edit Timeline Details of a Customs Entry

To edit timeline details of a customs entry, follow the steps listed below.

1. In the Timeline Details table, select a record and edit the following columns, if necessary.

• Revised Date

Enter or use the Calendar icon to select a new date for an activity.

• Actual Date

Enter or use the Calendar icon to select the actual date for an activity.

• Reason

Enter, select or search for a reason for the timeline change.

• Comments

Enter or change comments for the activity.

2. Then choose one of the following options.

• Click Save to save your changes.

• Click Save and Close to save your changes and close the Customs Timeline window.

• Click Cancel to reject all entries and close the Customs Timeline window.

Delete Timeline Details from a Customs Entry

To delete timeline details from a customs entry, follow the steps listed below.

1. From the Tasks menu, select Trade Management > Import Financials > Manage Customs Entry . The Customs Entry Search window appears.

2. Enter or select search criteria as desired to make the search more restrictive.

3. Click Search . The Customs Entries that match the search criteria are displayed in the Results section.

4. Select a record in the Results section.

5. In the Customs Entry column, click on the customs entry link, or mark a record and select Actions > Edit or use the Edit icon. The Customs Entry window appears.

6. In the More Actions menu select Timelines . The Timelines window appears.

7. In the Timeline Details table, select Actions > Delete or use the Delete icon.

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8. Confirm the displayed prompt with Yes . The record is deleted from the table.

9. After you have deleted all necessary records, choose one of the following options.

• Click Save to save your changes.

• Click Save and Close to save your changes and exit the Customs Timeline window.

• Click Cancel to reject all changes and exit the Customs Timeline window.

Custom Entry Details

The CE Details window allows you to add, edit and view shipments, order/items and charges information related to a customs entry.

A transportation shipment is represented as a vessel/voyage or flight/estimated departure date combination. You can add, edit and view vessel/voyage/ETD details such as lading and discharge ports, SCAC code (standard carrier alpha code), shipment method, export country, relevant dates and shipment number.

For each transportation shipment on the CE you can add, edit and view the order/item information. You can edit or view the item level information needed for clearing customs. Use the Actions menu to edit or view related license/visa details, BOLs/containers and missing documents.

The charges table displays any charges against an order/item on a particular transportation shipment. All HTS components or a single component (expense or assessment) can be added as a charge for the item.

The CE Details window contains the following sections.

• Custom Entry Details Header

• Shipments

• Order/Items

• Customs Entry Charges

• Custom Entry Details Toolbar

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|

Table 2-16 (Cont.) CE Details Toolbar - Icons/Buttons and Description

Action Icons/Buttons	Description
Cancel	ClickCancelto reject all changes and close the CE Details window.
Done	Only displayed in view mode.
	ClickDoneto close the CE Details window.

Shipments

The Shipments section displays the following columns by default.

• Vessel

• Voyage/Flight

• Estimated Departure Date

• Vessel SCAC Code

• Discharge Port

• Shipment Method

• Export Country

• Shipment

• Comments

Shipments - Actions Menu and Icons

Use the Actions Menu to apply actions to the table. You can perform the actions listed below.

Table 2-17 Shipments - Actions Menu/icons and Description

Actions Menu/Icons	Description
Add and Add icon	You can add shipments to the table by selectingActions > Addor by using the Add icon. For more information about how to add shipments to a customs entry, see theAdd Shipments to a Customs Entrysection.
Edit and Edit icon	You can edit shipments for a customs entry by selectingActions > Edit or by using the Edit icon.
	For more information about how to edit shipments for a customs entry, see theEdit Shipments of a Customs Entrysection.
Delete and Delete icon	You can delete shipments from a customs entry by selectingActions > Deleteor by using the Delete icon. For more information about how to delete shipments from a customs entry, see theDelete Shipments from a Customs Entrysection.
Export to Excel and Export to Excel icon	You can export the records in the table to a Microsoft Excel spreadsheet by selectingActions > Export to Excelor by using the Export to Excel icon.
Wrap icon	You can wrap the values in the table column by first clicking the column on which you would like the text to wrap and then using the Wrap icon.

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Shipments - View Menu and Icons

You can customize the view of the table. Use the View Menu and icons to customize the view as listed below.

Table 2-18 Shipments - View Menu/Icons and Description

View Menu/Icons	Description
Columns	You can manage which of the columns will be shown in the table by clicking theShow AllandManage Columnsoptions.
Detach and Detach icon	You can view the tables in the application in a separate window by clicking Detach or by using the Detach icon.
Sort	You can sort columns by the following options: • Ascending
	• Descending
	• Advanced
Reorder Columns	You can reorder columns by clicking the Reorder Columns option.
Query by Example and Query by Example icon	You can filter the items by one or multiple column values by clicking the Query by Example option or by using the Query by Example icon.

Add Shipments to a Customs Entry

To add a shipment to a customs entry, follow the steps listed below.

1. From the Tasks menu, select Trade Management > Import Financials > Manage Customs Entry. The Customs Entry Search window appears.

2. Enter or select search criteria as desired to make the search more restrictive.

3. Click Search . The Customs Entries that match the search criteria are displayed in the Results section.

4. Select a record in the Results section.

5. In the Customs Entry column, click on the customs entry link, or mark a record and select Actions > Edit or use the Edit icon. The Customs Entry window appears.

6. In the Toolbar, click the Details button. The CE Details window appears.

7. In the Shipments table, select Actions > Add or use the Add icon. The Add Shipment window appears.

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• h. In the Lading Port field, enter, select or search for the lading port.

• i. In the Discharge Port field, enter, select or search for the discharge port.

• j. In the Export Date field, enter or use the Calendar icon to select an export date.

• k. In the Import Date field, enter or use the Calendar icon to select an import date.

• l. In the Arrival Date field, enter or use the Calendar icon to select an arrival date.

• m. In the Comments field, enter comments for the shipment, if necessary.

• n. Then choose one of the following options.

  • Click OK to add the shipment and close the Add Shipment window. The system returns to the CE Details window. The shipment is added to the Shipments table.

  • Click OK and Add Another to add additional shipments.

  • Click Cancel to reject all entries and exit the Add Shipments window. The system returns to the CE Details window.

8. After have added all necessary shipments, choose one of the following options.

• Click Save to save your changes.

• Click Save and Close to save your changes and close the CE Details window.

• Click Cancel to reject all changes and close the CE Details window.

Order/Items

The Order/Items section displays the following columns by default.

• Order No.

• Item

• Item Description

• Commercial Invoice

• Invoice Amount

You can edit the invoice amount in the column.

• Currency

• Manifest Quantity

• Manifest UOM

• Cleared Qty

• Cleared UOM

• Comments

Order/Items - Actions Menu, Icons and Buttons

Use the Actions Menu, icons and buttons to apply actions to the table. You can perform the actions listed below.

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Table 2-19 Order/Items - Actions Menu/Icons and Description

Actions Menu/Icons/Buttons	Description
Add and Add icon	You can add order/item combination to the table by selectingActions > Addor by using the Add icon. For more information about how to add order/items to a customs entry, see theAdd Order/Item to Customs Entrysection.
Edit and Edit icon	You can edit order/item combination for a customs entry by selecting Actions > Editor by using the Edit icon. For more information about how to edit order/items for a customs entry, seeEdit Order/Item of a Customs Entrysection.
Delete and Delete icon	You can delete an order/items combination from a customs entry by selectingActions > Deleteor by using the Delete icon. For more information about how to delete order/items from a customs entry, see theDelete Order/Item from a Customs Entrysection.
Export to Excel and Export to Excel icon	You can copy the records in the table to a Microsoft Excel spreadsheet by selectingActions > Export to Excelor by using the Export to Excel icon.
BOLs/Container andBOLs/ Containerbutton	Opens the CE BOLs/Containers window. For more information about this function, see theView BOLs/ Containerssection.
ASN andASNbutton	Opens the Transportation Shipments window. The ASN option is only displayed when the retailer allocates transportation level obligations to an ALC, using quantities found on their associated ASNs. For more information about this function, see “Shipments” in the_Oracle_ Retail Trade Management Transportation User Guide.
Licence/Visa	Opens the CE License/Visa window. For more information about this function, see theLicence/Visasection.
Missing Documents	Opens the Missing Documents window. For more information about this function, see theMissing Documents section.

Order/Items - View Menu and Icons

You can customize the view of the table. Use the View Menu to customize the view as listed below.

Table 2-20 Order/Items - View Menu and Description

View Menu/Icons	Description
Columns	You can manage which of the columns will be shown in the table by clicking theShow AllandManage Columnsoptions.
Detach and Detach icon	You can view the tables in the application in a separate window by clicking Detach or by using the Detach icon.
Sort	You can sort columns by the following options: • Ascending • Descending • Advanced

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Table 2-20 (Cont.) Order/Items - View Menu and Description

View Menu/Icons	Description
Reorder Columns	You can reorder columns by clicking the Reorder Columns option.
Query by Example and Query	You can filter the items by one or multiple column values by clicking the
by Example icon	Query by Example option or by using the Query by Example icon.

Add Order/Item to Customs Entry

To add an order/items combination to a customs entry, follow the steps listed below.

1. From the Tasks menu, select Trade Management > Import Financials > Manage Customs Entry. The Customs Entry Search window appears.

2. Enter or select search criteria as desired to make the search more restrictive.

3. Click Search . The Customs Entries that match the search criteria are displayed in the Results section.

4. Select a record in the Results section.

5. In the Customs Entry column, click on the customs entry link, or mark a record and select Actions > Edit or use the Edit icon. The Customs Entry window appears.

6. In the Toolbar, click the Details button. The CE Details window appears.

7. In the Order/Item table, select Actions > Add or use the Add icon. The Add Order/Item window appears.

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• i. In the Net Weight field, enter the appropriate weight. Then enter, select or search for the net weight UOM.

• j. In the Cubic field, enter the appropriate cubic value. Then enter, select or search for the cubic UOM.

• k. In the In Transit No. field, enter the transit number.

• l. In the In Transit Date field, enter or use the Calendar icon to select the in transit date.

• m. In the DO. No. field, enter the due order number.

• n. In the DO. Date field, select due order date.

• o. In the Tariff Treatment field, enter the tariff treatment. This field is only enabled when the item and origin country fields are populated, and the customs entry is not in Confirmed status.

• p. In the Ruling No. field, enter ruling number.

• q. In the BOL/AWB field, enter, select or search for the bill of lading or the airway bill.

• r. Select the Multiple BOL/AWBs checkbox, to indicate that there is more than one bill of lading or airway bill.

• s. In the Comments field, enter comments for the order/item information, if necessary.

• t. Then choose one of the following options.

  • Click OK to add the order/item and close the Add Order/Item window. The system returns to the CE Details window. The order/item information is added to the Order/Item table.

  • Click OK and Add Another to add additional order/item information.

  • Click Cancel to reject all entries and exit the Add Order/Item window. The system returns to the CE Details window.

8. After have added all necessary order/item information, choose one of the following options.

• Click Save to save your changes.

• Click Save and Close to save your changes and close the CE Details window.

• Click Cancel to reject all changes and close the CE Details window.

Customs Entry Charges

The Charges section displays the following columns by default.

• HTS

• Description

• Effective Form

• Effective To

• Component

• Rate

• Per Count UOM

• CVB

• Value

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Note:

The component item information displays when the highlighted item in the Order/ Items table is a buyer pack. In that case the Charges related to an individual component item of the pack are displayed. Use the displayed arrow buttons to move from one component item of the pack to another to see the charges.

Charges - Actions Menu, Icons and Button

Use the Actions Menu, icons and button to apply actions to the table. You can perform the actions listed below.

Table 2-21 Charges - Actions Menu/Icons/Button and Description

Actions Menu/Icons/Button	Description
Add and Add icon	You can add charges to an order/items combination by selecting Actions > Addor by using the Add icon. For more information about how to add charges to an order/items combination, see theAdd Charges to Order/Itemssection.
Edit and Edit icon	You can edit charges of an order/items combination by selecting Actions > Editor by using the Edit icon. For more information about how to edit charges of an order/items combination, see theEdit Charges of Order/Itemssection.
Delete and Delete icon	You can delete charges from an order/items combination by selecting Actions > Deleteor by using the Delete icon. For more information about how to delete charges from an order/items combination, see theDelete Charges from Order/Itemssection.
Export to Excel and Export to Excel icon	You can copy the records in the table to a Microsoft Excel spreadsheet by selectingActions > Export to Excelor by using the Export to Excel icon.
Wrap icon	You can wrap the values in the table column by first clicking the column on which you would like the text to wrap and then using the Wrap icon.
Delete HTS	Use theDelete HTSbutton to delete HTS codes from the table. For more information about how to delete an HTS code from the table, see theDelete Charges from Order/Itemssection.
Next and Previous icons	Only available in the Charges title bar, when the selected item in the Order/Items table is a buyer pack. Use the Next and Previous icons to navigate between component items of the buyer pack.

Charges - View Menu and Icons

You can customize the view of the table. Use the View Menu and icons to customize the view as listed below.

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Table 2-22 Charges - View Menu/Icons and Description

View Menu/Icons	Description
Columns	You can manage which of the columns will be shown in the table by clicking theShow AllandManage Columnsoptions.
Detach and Detach icon	You can view the tables in the application in a separate window by clicking Detach or by using the Detach icon.
Sort	You can sort columns by the following options: • Ascending • Descending • Advanced
Reorder Columns	You can reorder columns by clicking the Reorder Columns option.
Query by Example and Query by Example icon	You can filter the items by one or multiple column values by clicking the Query by Example option or by using the Query by Example icon.

Add Charges to Order/Items

To add charges to an order/items combination, follow the steps listed below.

1. From the Tasks menu, select Trade Management > Import Financials > Manage Customs Entry. The Customs Entry Search window appears.

2. Enter or select search criteria as desired to make the search more restrictive.

3. Click Search . The Customs Entries that match the search criteria are displayed in the Results section.

4. Select a record in the Results section.

5. In the Customs Entry column, click on the customs entry link, or mark a record and select Actions > Edit or use the Edit icon. The Customs Entry window appears.

6. In the Toolbar, click the Details button. The CE Details window appears.

7. In the Charges - Component Item table, select Actions > Add or use the Add icon. The Add Charge window appears.

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Licence/Visa

In the CE License/Visa window you can create, edit and view license and visa information related to a customs entry.

The CE Licence/Visa window contains the following sections.

• CE Licence/Visa Header

• CE Licence/Visa Table

• CE Licence/Visa Toolbar

CE Licence/Visa Header

The CE Licence/Visa header contains the following information:

• Customs Entry

• Entry No.

• Vessel

• Voyage/Flight

• Estimated Departure Date

• Import Country

• Order No.

• Item

CE Licence/Visa Table

In the CE License/Visa table you can maintain license and visa records.

The CE Licence/Visa table contains the following columns by default:

• Type

• License/Visa

• Quantity

• Quantity UOM

• Weight UOM

• Quota Category

• Quota Category Description

• Comments

CE Licence/Visa Table - Actions Menu and Icons

Use the Actions Menu and icons to apply actions to the table. You can perform the actions listed below.

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Table 2-23 CE Licence/Visa Table - Actions Menu/Icons and Description

Actions Menu/Icons	Description
Add and Add icon	You can add a licence or a visa to a customs entry by selecting Actions>Addor by using the Add icon. For more information about how to add a licence or a visa, see theAdd a Licence or a Visa to a Customs Entrysection.
Edit and Edit icon	You can edit a licence or a visa for a customs entry by selecting Actions > Editor by using the Edit icon. For more information about how to edit licence and visa entries for a custom entry, see theEdit a Licence or Visa for a Customs Entry section.
Delete and Delete icon	You can delete a licence or a visa from a customs entry by selecting Actions > Deleteor by using the Delete icon. For more information about how to delete a licence or a visa from a customs entry, see theDelete a Licence/Visa from a Customs Entry section.
Export to Excel and Export to Excel icon	You can copy the records in the table to a Microsoft Excel spreadsheet by selectingActions > Export to Excelor by using the Export to Excel icon.

CE Licence/Visa Table - View Menu and Icons

You can customize the view of the table. Use the View Menu and icons to customize the view as listed below.

Table 2-24 CE Licence/Visa Table - View Menu/Icons and Description

View Menu/Icons	Description
Columns	You can manage which of the columns will be shown in the table by clicking theShow AllandManage Columnsoptions.
Detach and Detach icon	You can view the tables in the application in a separate window by clicking Detach or by using the Detach icon.
Reorder Columns	You can reorder columns by clicking the Reorder Columns option.
Query by Example and Query by Example icon	You can filter the items by one or multiple column values by clicking the Query by Example option or by using the Query by Example icon.

CE Licence/Visa Toolbar

The Toolbar displays the icons and buttons for actions that can be performed in the CE Licence/Visa window. The Toolbar contains the following icons and buttons.

Table 2-25 CE Licence/Visa - Icons/Buttons and Description

Action Icons/Buttons	Description
Help icon	You can access the online help for a particular page by clicking the
	Help icon.
Save	ClickSaveto save your changes.

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Table 2-25 (Cont.) CE Licence/Visa - Icons/Buttons and Description

Action Icons/Buttons	Description
Save and Close	ClickSave and Closeto save your changes and exit the CE Licence/ Visa window.
Cancel	ClickCancelto reject all entries and exit the CE Licence/Visa window.

Add a Licence or a Visa to a Customs Entry

To add a licence or a visa to a customs entry, follow the steps listed below.

1. From the Tasks menu, select Trade Management > Import Financials > Manage Customs Entry . The Customs Entry Search window appears.

2. Enter or select search criteria as desired to make the search more restrictive.

3. Click Search . The Customs Entries that match the search criteria are displayed in the Results section.

4. Select a record in the Results section.

5. In the Customs Entry column, click on the customs entry link, or mark a record and select Actions > Edit or use the Edit icon. The Customs Entry window appears.

6. In the Toolbar, click the Details button. The CE Details window appears.

7. In the Order/Items section select Actions > Licence/Visa . The CE Licence/Visa window appears.

8. In the Licence/Visa table, select Actions > Add or use the Add icon. The Add Licence/Visa window appears.

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  - Click **Cancel** to reject all entries and exit the Add Licence/Visa window. The system returns to the CE Licence/Visa window.

9. After have added all necessary licences/visas, choose one of the following options.

• Click Save to save your changes.

• Click Save and Close to save your changes and close the CE Licence/Visa window.

• Click Cancel to reject all changes and close the CE Licence/Visa window.

Edit a Licence or Visa for a Customs Entry

To edit a licence or visa for a customs entry, follow the steps below.

1. From the Tasks menu, select Trade Management > Import Financials > Manage Customs Entry . The Customs Entry Search window appears.

2. Enter or select search criteria as desired to make the search more restrictive.

3. Click Search . The Customs Entries that match the search criteria are displayed in the Results section.

4. Select a record in the Results section.

5. In the Customs Entry column, click on the customs entry link, or mark a record and select Actions > Edit or use the Edit icon. The Customs Entry window appears.

6. In the Toolbar, click the Details button. The CE Details window appears.

7. In the Order/Items section select Actions > Licence/Visa . The CE Licence/Visa window appears.

8. In the Licence/Visa table, select Actions > Edit or use the Edit icon. The Add Licence/Visa window appears.

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  - Click **Cancel** to reject all entries and close the Add Licence/Visa window. The system returns to the CE Licence/Visa window.

9. After have made all necessary licence/visa changes, choose one of the following options.

• Click Save to save your changes.

• Click Save and Close to save your changes and close the CE Licence/Visa window.

• Click Cancel to reject all changes and close the CE Licence/Visa window.

Delete a Licence/Visa from a Customs Entry

To delete a licence/visa from a customs entry, follow the steps listed below.

1. From the Tasks menu, select Trade Management > Import Financials > Manage Customs Entry . The Customs Entry Search window appears.

2. Enter or select search criteria as desired to make the search more restrictive.

3. Click Search . The Customs Entries that match the search criteria are displayed in the Results section.

4. Select a record in the Results section.

5. In the Customs Entry column, click on the customs entry link, or mark a record and select Actions > Edit or use the Edit icon. The Customs Entry window appears.

6. In the Toolbar, click the Details button. The CE Details window appears.

7. In the Order/Items section select Actions > Licence/Visa . The CE Licence/Visa window appears.

8. In the CE Licence/Visa table, select a record.

9. Then select Actions > Delete or use the Delete icon.

10. Confirm the displayed prompt with Yes . The record is deleted from the table.

11. Then choose one of the following options.

• Click Save to save your changes.

• Click Save and Close to save your changes and close the CE Licence/Visa window.

• Click Cancel to reject all changes and close the CE Licence/Visa window.

Missing Documents

In the Missing Documents window you can edit and view the documents that are required by the customs agency for each order and item combination. You can track missing documents in both the Transportation module and the Customs Entry module.

The Missing Documents window contains the following sections.

• Missing Documents Header

• Missing Documents Table

• Missing Documents Toolbar

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Missing Documents Table - Actions Menu and Icons

Use the Actions Menu and icons to apply actions to the table. You can perform the actions listed below.

Table 2-26 Missing Documents Table - Actions Menu/Icons and Description

Actions Menu/Icons	Description
Add and Add icon	You can add document to a customs entry or transport by selecting Actions > Addor by using the Add icon. For more information about how to add a document, see theAdd a Missing Documentsection.
Delete and Delete icon	You can delete documents from a customs entry or transport by selectingActions > Deleteor by using the Delete icon. For more information about how to delete missing documents, see the Delete a Missing Documentsection.
Export to Excel and Export to Excel icon	You can copy the records in the table to a Microsoft Excel spreadsheet by selectingActions > Export to Excelor by using the Export to Excel icon.
Wrap icon	You can wrap the values in the table column by first clicking the column on which you would like the text to wrap and then using the Wrap icon.

Missing Documents Table - View Menu and Icons

You can customize the view of the table. Use the View Menu and icons to customize the view as listed below.

Table 2-27 Missing Documents Table - View Menu/Icons and Description

View Menu/Icons	Description
Columns	You can manage which of the columns will be shown in the table by clicking theShow AllandManage Columnsoptions.
Detach and Detach icon	You can view the tables in the application in a separate window by clicking Detach or by using the Detach icon.
Reorder Columns	You can reorder columns by clicking the Reorder Columns option.
Query by Example and Query by Example icon	You can filter the items by one or multiple column values by clicking the Query by Example option or by using the Query by Example icon.

Missing Documents Toolbar

The Toolbar displays the icons and buttons for actions that can be performed in the Missing Documents window. The Toolbar contains the following icons and buttons.

Table 2-28 Missing Documents Toolbar - Icons/Buttons and Description

Action Icons/Buttons	Description
Help icon	You can access the online help for a particular page by clicking the Help icon.
Save	ClickSaveto save your changes.

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Table 2-28 (Cont.) Missing Documents Toolbar - Icons/Buttons and Description

Action Icons/Buttons	Description
Save and Close	ClickSave and Closeto save your changes and close the Missing Documents window.
Cancel	ClickCancelto reject all entries and close the Missing Documents window.

Add a Missing Document

You can add a missing document to a customs entry or a transportation.

To open the Missing Documents window for a Customs Entry follow the steps below.

1. From the Tasks menu, select Trade Management > Import Financials > Manage Customs Entry . The Customs Entry Search window appears.

2. Enter or select search criteria as desired to make the search more restrictive.

3. Click Search . The Customs Entries that match the search criteria are displayed in the Results section.

4. Select a record in the Results section.

5. In the Customs Entry column, click on the customs entry link, or mark a record and select Actions > Edit or use the Edit icon. The Customs Entry window appears.

6. In the Toolbar, click the Details button. The CE Details window appears.

7. In the Order/Items section select Actions > Missing Documents . The Missing Documents window appears.

To open the Missing Documents window for a transportation, follow the steps below.

1. From the Tasks menu, select Trade Management > Transportation > Manage Transportation . The Transportation Search window appears.

2. Enter or select search criteria as desired to make the search more restrictive.

3. Click Search . The transportations that match the search criteria are displayed in the Results section.

4. Select a record in the Results section.

5. In the Transportation column, click on the transportation link, or mark a record and select Actions > Edit or use the Edit icon. The Transportation window appears.

6. In the More Actions menu select Missing Documents. The Missing Documents window appears.

To add a document to a customs entry or a transportation follow the steps below.

1. In the Missing Documents table, select Actions > Add or use the Add icon. The Add Document window appears.

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6. In the Toolbar, click the Details button. The CE Details window appears.

7. In the Order/Items section select Actions > Missing Documents . The Missing Documents window appears.

To open the Missing Documents window for a transportation, follow the steps below.

1. From the Tasks menu, select Trade Management > Import Financials > Transportation > Manage Transportation . The Transportation Search window appears.

2. Enter or select search criteria as desired to make the search more restrictive.

3. Click Search . The transportations that match the search criteria are displayed in the Results section.

4. Select a record in the Results section.

5. In the Transportation column, click on the transportation link, or mark a record and select Actions > Edit or use the Edit icon. The Transportation window appears.

6. In the More Actions menu select Missing Documents. The Missing Documents window appears.

• To delete a missing document from a customs entry or a transportation follow the steps below.

1. In the Missing Documents table, select a record.

2. Then select Actions > Delete or use the Delete icon.

3. Confirm the displayed prompt with Yes . The record is deleted from the table.

4. Then choose one of the following options.

• Click Save to save your changes.

• Click Save and Close to save your changes and close the Missing Documents window.

• Click Cancel to reject all changes and close the Missing Documents window.

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In this guide

• Guide: Customs Entry User Guide
• Previous: 1 Customs Entry Overview
• Next: 3 Manage Customs Entries