ACE Reports for Export

Transcription

1 ACE Reports for Export Value and Process Paulette Kolba DSV Air and Sea, Inc.

2 Acronyms ACE Automated Commercial Environment AES Automated Export System CBP Customs and Border Protection ECCN Export Control Classification Number EEI Electronic Export Information FPPI Foreign Principal Party in Interest USPPI US Principal Party in Interest 2

3 Value Filers Run reports across all USPPIs or for a specific USPPI Run reports across all systems USPPIs Run reports across all filers or for a specific filer Note: One downside a USPPI s reference number is not an AES data element and therefore does not appear on the report. 3

4 Why run these reports? Review Data Quality U.S. Principal Party in Interest (USPPI): Check Filer Data Filer: Manage Internal Compliance Manage License Activity Record Keeping 4

5 USPPI Unauthorized Filers Using USPPI EIN Correct EIN License Information (especially value) Export Control Classification Numbers (ECCNs) Schedule B / HTS License Exception Codes 5

6 Filer Run report as USPPI Why? Staff reporting filer EIN if they don t have the USPPI EIN Incorrect reporting of Assemblies (Buyer s Consolidations) i.e. not reporting by individual USPPI Unauthorized parties using your EIN 6

7 Filer Run Report as Filer Data Quality Analysis Transportation Data Elements (Date of Export, Port of Export, Mode of Transportation, Carrier) License Reporting ECCNs and License Exceptions USPPI EIN Errors Tip: It s easier to see errors on a spreadsheet than it is on an individual EEI record. 7

8 How to Run ACE Reports for Export 8

9 What I ll show you today Running the Standard Pre-Set Reports Designing, Saving, Scheduling and ing Reports Disclaimer: This is new for all of us. There is a lot more functionality than we can show you today. 9

10 Login 10

11 Defaults to ACE Portal Home Tab. 11

12 Select Exporter under the Accounts tab and click GO 12

13 Select Reports 13

14 Select Launch Reports 14

15 Reports Home Page 15

16 Ad Hoc Reports 16

17 Training Videos 17

18 Select Exporter 18

19 Running the Standard Pre-Set Reports 19

20 Three Standard Reports AES-201 Filer Transactions AES-202 USPPI Transactions AES-203 USPPI Agent-Filed Routed Transactions 20

21 Filer View 21

22 Filer View 22

23 Selection options for standard report 23

24 Entering a Date Range Tip: Always enter the end date one day later 24

25 Example Report by Date Criteria 25

26 Report Results 26

27 Additional Fields Note: This does not represent of all of the fields in the standard report. 27

28 Export to Excel Click on Icon Select Excel (or one of the other options) 28

29 Filter Excel Spreadsheet and Analyze Data 29

30 Running Report by License 30

31 Running Report by License 31

32 License Activity Report 32

33 Designing, Saving, Scheduling and ing Reports 33

34 Select Launch Reports 34

35 Select one of the standard reports, then, Close the Prompts window 35

36 Designing a Report 36

37 Designing a Report Click on the Data Source Universe 37

38 Designing a Report Select the Universe Trade Export 38

39 Designing a Report 39

40 Tip Good to lay out your report first and bring the data elements over in the order you want to see them. 40

41 Designing a Report Select the data element Click on the arrow Move into the Result Objects box. Note: Although you can move several data elements over at one time, it is difficult to rearrange the order once they are in the Result Objects box. 41

42 Designing a Report Add selection criteria into the Query Filters box. Examples: USPPI EIN Export Date Filed Date Tip: If you want to create a report to run by USPPI EIN and Date of Export range, you would put both of those items in the Query Filters box. 42

43 When you select a date as a filter, you can select a specific date, a date range, etc. (see list) Designing a Report For a Date Range, select Between 43

44 Designing a report that prompts Click the icon and change selection from Constant to Prompt. Value changes to text you to enter information Alternatively, you can save a report with values (dates) and edit it after. 44

45 Designing a report that prompts you to enter information Select Prompt with List of Files if available Select Optional Prompt 45

46 Designing a report that prompts you to enter information Once selections have been made, run the query 46

47 After the Query Runs Select Design Select Properties Select Document In window, select Refresh on open 47

48 Saving a Report Shared folder is only accessible by Users under your EIN Users must have access to the Top Account (part of the user set-up) 48

49 Running a Designed Report Select the report from the Documents Folder 49

50 Running a Designed Report It will prompt you to enter the prompts that you selected. Dates in this example 50

51 Editing a Report Select Report Select Design Click on Data Access Tab Click on Edit Make changes and re-run the query. Save Nuance: If you add or subtract fields, run query and save, you will likely have to go through the process a second time before it will take. 51

52 Scheduling a Report Right click on report Select Schedule 52

53 Scheduling a Report Select Recurrence Select timing Then select Destinations 53

54 Select Destinations Select Complete Details Click on Schedule ing a Report 54

55 Resources 55

56 Census 56

57 CBP 57

58 Training Videos 58

59 Training Videos Access videos on the ACE Portal or from previous CBP link. 59

60 Thank you! Paulette Kolba Manager, Export Compliance DSV Air and Sea, Inc. 60

61 Questions? 61