CargoPoint April 2004 Enhancements CHB: Open Entry screen display and Filter Function Enhancements: _______________________________________________________________________________________________ __ TradePoint Systems, 7/11/2022 4. Three STATUS WINDOWS summarizing all BRANCH entries: ABI Status; Aii Status; and OGA Status bars now display & can be refreshed independently. * DO NOT 3. Entry State now shows Red/INC or Green/OK for easier **User’s “current session” filter settings are automatically “SAVED” as a private “My Filter.” A “Remove Filter” button is also added. “SAVED” filter settings will be used 1. A “MY FILTER” concept now exists. The user can save filter settings as a private filter which is 5. Filter icon and new ‘clear 2. Please note placement of 6. Quick Browse and Compress Entry button The “sort” options, controlling the sorted display of the open entry screen (above,) are moved “inside” the CHB Filter in the lower right-hand corner of the “Default Filter” will replace all filter
Transcript
CargoPoint April 2004 Enhancements
CHB: Open Entry screen display and Filter Function Enhancements:
4. Three STATUS WINDOWS summarizing all BRANCH entries: ABI Status; Aii Status; and OGA Status bars now display & can be refreshed independently. *DO NOT click these buttons repeatedly! Status only changes after an ABI cycle is finished.
3. Entry State now shows Red/INC or Green/OK for easier viewing.
**User’s “current session” filter settings are automatically “SAVED” as a private “My Filter.” A “Remove Filter” button is also added. “SAVED” filter settings will be used automatically in next re-login to different Department or Branch, or during start-up of a new CHB session.
1. A “MY FILTER” concept now exists. The user can save filter settings as a private filter which is applied when clicking yellow folder.**
5. Filter icon and new ‘clear filter’ only on top icon bar.
2. Please note placement of “REFRESH” here
6. Quick Browse and Compress Entrybutton expanded.
The “sort” options, controlling the sorted display of the open entry screen (above,) are moved “inside” the CHB Filter in the lower right-hand corner of the filter. Sort settings are also “saved”.
“Default Filter” will replace all filter settings with current dates:
Click this new ICON to reset filter to default values.
Note the buttons moved to bottom right corner.
A few fields have been moved around and most notably the field P.O. Number has been added. (Requires user input on shipment details tab “3. Details”> “Containers”).
The “TAB” order on the BAMS Header screen (Master & House) has been improved:TAB key from field to field during data entry SKIPS over all description fields.
HINT: remember in the date fields to enter simply the “day” of the current month: the system will fill in the current month and year automaticallye.g. input “15” and mm/nn/ccyy will appear where mm = current system month and ccyy = current system century/year
CHB: Bond No. / Producer No. field - Enhancement
**in some cases, if the importer provides their own SEB, this would be their account number with their private Surety firm and it would default here from the Importer Specific information.
CHB – Enhancement to FDA – Tables by Importer
The FDA – Table by Importer has been expanded to include the “BRAND” NAME: Selection by Product code from Tables by Importer increases productivity, eliminates guesswork, and ensures consistent use of Commercial Description and Branch Name.
If Bond = 8: field label shows “Bond No.” and data contains Importer’s continuous Bond Number.
If Bond = 9: field label shows “Producer No.” and data contains local Branch’s** Producer Number is their account number the surety company.
NOTE: NEW “TO ABI” feature located directly on the FDA screen. This enables user to send new Product code for verification to Customs prior to transmission of Entry. ABI results of confirmed codes will update the Product table for future on-screen validation.
HINT: Use the hotlink above to access the FDA product builder: cut and paste results for maximum speed and accuracy.
CHB: LINE SCREEN ENHANCEMENTS
CHB: TARIFF SCREEN ENHANCEMENTS
**Note: Just click on [DONE] button is the same as clicking “Verify, Save, & Close” [DONE] always performs all three buttons in just “one” click.
1, To view full Tariff details, click the “D” button
3. Removed an unused window and replaced with a view of the Tariffs Col 1 & 2 rates of duty.
4. New arrangement of the OGA buttons and new FDA status indicator. Removed all inactive OGA buttons.
2. New layout to the Tariff info window and added scroll bar
5. Expanded the Tariff line detail across entire bottom of the window. NOTE: duty and fee amounts will only show “after” user has returned back to line level to “calculate” duty per line.
6. Moved all Buttons to the bottom of the window to be more consistent with other screens.
7.Re-ordered as [VERIFY]; [SAVE]; [DONE]** so they are consistent on all screens now:
2. Re-ordered as [VERIFY]; [SAVE]; [DONE]** so they are consistent on all screens now:
1. Changed button text to add word “Line” to make the function more clearly defined.
CHB: Tariff Screen – Related OGA Enhancement
CHB: Invoice Header Screen - Enhancement
For entries with many invoices, it is now possible to “Jump to” a specific invoice by entering the sequential number of the invoice here: so to go to the 5th invoice of this entry, Click on or Double-click in the field to highlight it, then type the desired number of the invoice (e.g. “5”) into the box; then press “tab” key to move off the field, screen moves to the 5th, invoice:
Reminder: same feature is available at INVOICE LINE level.
Tariffs calling for OGA will now initially show with a question mark “?” in the appropriate box replacing the previous “*” indicator.As before: N = to waive OGAY = send complete OGA
Whenever the OGA status is OK it will be displayed on the Tariff screen as shown:
BAMS/CHB: Enhancement to [Invoices] button & functionality
Tab 2, Shipping: New FIELDSPlease take note of the presence of IncoTerms.
Chargeable Weight is Added Here
FROM CHB: the “Count” of the number of Commercial Invoices and Entry Summary Lines
Tab 3, Amounts Even after a user prints an invoice, the line sequence can be changed by entering #’s into the Sequence # field. Note: You must enter #’s into all lines or no lines for the Seq #’s. Comments can also be entered after the invoice is initially printed. In both of these cases, changes in sequencing and additions to comments, the invoice can be reprinted.
Tab 4, Messages View the “User Name” and “Last Updated On” date and time on A/R invoice
At the very bottom of the A/R Invoice active window: the Current Branch, Dept., User ID, Date and time are now displayed.
At the bottom of the A/R invoice window, the HISTORY button is now active and functional and will record Creation and Update by Date, Time, and User ID.
Consignee Specific Information & BAMS Details Tab “6.Other” – NEW field “Disable BBtoCHB”
Checking this box will automatically fill the same box, per shipment, on BAMS tab “6.Other”.The check box on tab “6.Other” is dynamic: if checked, the “to CHB” function will be disabled. This feature is typically used for EDI clients where the CHB entries are created from a source EDI file. However, the feature is useful in general if users want to categorically block all BBtoCHB for a given Consignee. For example, if a former CHB client will no longer uses brokerage services, or if, at the individual “shipment level” an active CHB client will be using a different broker, perhaps in a different port; and on that single shipment, this flag on tab “6.Other” may be set for that single shipment.
Presence of the flag will cause this message to appear if an attempt is made to send to CHB.
CHB - NEW FDA PN REPORT
CHB - NEW: Columns showing Total Count of Invoices and Entry Lines
From <Recaps> Menu take the new option:“FDA Prior Notice Report”
Make sure the correct printer shows (your local session default printer).
Select the Branch (note you may have to scroll to find your desired branch).
Fill in some or all of the additional elements as desired for the Report.
Looking for a “big entry”? Need an easy way to know how to bill for additional invoices and additional classifications?
Two new columns appear in the Open Entry window, scroll to the far right-hand side to view.
This information is also on the A/R invoice tab “2.Shipping”
ACM - NEW: CGP Button in ACM
In the Accounting Manager program: Under the “Open/New A/R Invoice” window the [CGP] button has been added. This is very helpful to obtain the total CGP while in Accounting Manager as ALL related invoices, credit notes, reversals, STAT records, attached to the file will be included in the reports.
BAMS - NEW DUPLICATE MAWB/MBL HAWB/BL Warning format:
In BAMS at Both the MASTER and HOUSE header levels: upon input of the respective number the system will verify for any Duplication of the number (including repeated/re-cycled numbers).Below is shown an extreme case “123456” NOTICE: NEWEST shipments shown on top to enable the user to determine if the shipment is a possible current duplicate:
SAMPLE warning at MASTER level:
Sample warning from HOUSE level: if the Duplication resides WITHIN +/- 30 days of the current date system date then the Duplication will be shown in RED TYPEFACE intended as a “Red-Alert” for a “true” duplication within the Company or local Branch.
When viewing multiple documents: use the drop-down to select or use keyboard shortcut “Ctrl + Tab” keys together to cycle through document list.
When viewing multi-page documents: use the arrow keys or use icons on toolbar to move view left or right, up or down. Use Page-Up or Page-Down keys too
PROCESS ALL WORKS--Printing--Faxing --Emailing --Saving as PDF filesThere are great productivity possibilities when using this feature.
In Aii the default filter setting will be to CHB entries with the “I” (capital I as in Invoice) to speed the search/filtering process:
See your System Admin or call Support for more information about requirements for faxing and emailing documents through CargoPoint
EXPORT/BAMS/CHB/Aii: NEW Unit of Measurement table
Look-up points to this new table is complete throughout BAMS, CHB, and Aii applications: from the application menu bar select> Tables> Unit of Measurement
2. On the next screen select the “Liquidation Details” Tab to view all information from Customs Courtesy Notice of liquidation (CBP sends Liquidation info electronically or a query result will also populate this information).
3. View Courtesy Notice details here.Process date = date received from CBP
Remember to use the […] FDA Tables by Importer in order to bring Product Code, Description, Brand Name from this ‘self-learning’ table.
Notice the new “To ABI” feature which can be used to immediately transmit a Product code. And remember the HotLink to the FDA Prouct Code builder website.
