Transaction Screen

Field/Button

Status

Description

Client

Mandatory

Choose the customer for this transaction.  Click the ellipsis and choose the client from the pick-list.  You can view the client’s profile by clicking the information button, after choosing the client.

Bill-To

Conditional

Choose the bill-to party for this transaction, or accept the default party.  Click on the ellipsis to choose the bill-to party from the pick-list.  

Transaction Type

Mandatory

Enter the transaction type to identify the type of transaction being processed, or choose from the pick-list by clicking the ellipsis.

Branch

Optional

Enter the branch for this transaction, or choose from the pick-list by clicking the ellipsis.

Entry #

Mandatory

Enter the entry number to be used for this transaction.  In most cases, this entry number will automatically be assigned by the system.

Estimated Date of Arrival

Mandatory

Enter the date of arrival at the port of entry for this transaction, or click the drop-down to choose from the calendar.  This will default to today’s date.

Port of Entry/ Location

Mandatory

Enter the port of entry (port where the entry will be filed) for this transaction, or choose from the pick-list by clicking the ellipsis.

Station

Optional

Enter the station for this transaction, if applicable.

Shipper Reference

Optional

Enter the shipper/customer reference number which is the number that identifies this shipment for the client.

Shipment Value

Optional

Enter the total value of all merchandise in this shipment.

Currency

Optional

Enter the currency of value for this shipment, or choose from the pick-list by clicking the ellipsis.

# Inv. Pages

Optional

Enter the number of invoice pages for this entry.

Master Bill #

Optional

Enter the carrier’s bill number, pro number, bill of lading number, or air waybill number.  The system will warn the user if a duplicate number is entered.

Issuer Code

Optional

Enter the SCAC or IATA code for this carrier, or choose from the pick-list by clicking the ellipsis.

Other Filer Code/Entry #

Optional

Enter an additional filer code/entry number for another entry that is associated with this transaction.

Broker Reference #

Optional

Enter the broker reference number for this transaction.  The system will default this field to the entry number.

Monitor This Transaction

Optional

Check this box to send an auto-email to the “monitor” contact type.  This allows the client/user to receive updates on this transaction.