Logisuite Lite Online Help Ocean Export System. Version 1.0

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1 Logisuite Lite Online Help Ocean Export System Version 1.0 1

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4 Table of Contents Introduction... 3 Getting Started... 7 Ocean Export Quotes Ocean Export Quotes Ocean Export Bookings Ocean Export Bookings Ocean Export Loading Guide Ocean Export Loading Guide Ocean Export Bill of Lading Ocean Export Bill of Lading Ocean Export Manifest Ocean Export Manifest Ocean Export Files Ocean Export Proof of Delivery Ocean Export Web Tracking Status Ocean Export Other Forms Ocean Export Additional Forms Ocean Export Other Forms Reports Ocean Export Broker Commission Ocean Export Agent Commission Ocean Export Rates Ocean Export Maintenance Ocean Export Accounting Update iii

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7 Introduction Introduction In this section: Ocean Export Overview Ocean Export Process Flow Ocean Export System Menu This section provides a detailed description of the Ocean Export System, which is an integral module of Logisuite. It explains different functions and features, identifies resources for working with different options related to Ocean Freight/ Export operations. Ocean Export Overview Logisuite Ocean Export module automates your entire ocean export operation, allowing you to focus on customers and building your business. It is based on proven operational workflow procedures, and integrates all the steps from quotation to booking to document distribution. Logisuite workflows follow the well-established industry processes. Moreover, the system is based on the industry familiar forms and processes using the easy-to-use screens. A template system is available which speeds the entry of repeat shipments. Vital information only needs to be delivered once and can be reused through all the subsequent steps. Document production is as simple as selecting the print button and includes complete flexibility to customize the output format. The system tracks the processing of OBL's, recording the submission of OBL's to steamship lines and the return from the line. Freight, brokerage and date of export are recorded and automatically extended to invoices as appropriate. Brokerage is computed for prepaid, collect and direct freight charges and invoiced to the steamship lines on demand. In addition to printing Bills of Lading and Invoices, the system can extract the data required to print Commercial Invoices if desired. A variety of statistical reports are available but we usually find that each Forwarder has its own unique requirements. We will provide whatever statistical and Sales Analysis reports are desired. Ocean Export Process Flow The diagram below shows the overall process flow for the ocean export system. It clearly depicts the overall export operation into a totally connected logistics and fulfillment business. 3

8 Printed Documentation Ocean Export Process Flow The overall process flow for the ocean export system is as follows: 1. Enter Ocean Freight Quote: A customer requests the transport of goods by ocean freight. An Ocean Quote is prepared for this service. The quote is printed or ed, if necessary. This Quote could be later retrieved from the Bill of Lading screen to generate it and produce all the necessary paperwork. 2. Book Bill of Lading: Once the customer approves the quote, or gives instructions to ship the goods, a bill of lading is booked to be used for shipping purposes. A file number is assigned to this transaction. 3. Prepare Bill of Lading: A Bill of Lading (BL) form is filled out. If a quotation was prepared, data from the quotation can be moved to the BL fields by entering the proper quotation # in the quote field. After entering all the BL data, the bill of lading, along with any other documents, like S.E.D., insurance forms, and the invoice, if necessary could be printed. The bill of lading is assigned to a file number that will be used to keep track of the operation from beginning to end. If necessary, a MANIFEST can be prepared after this step. 4. File Status: Bill of Lading status is changed according to the progress of the shipment, if the goods have been shipped, then it is complete and can be closed for later posting to Accounting Bridge. 5. POD: Upon execution of the Ocean Freight operation, the person who receives the goods must sign a receipt for the shipment. Signed by, Date and Time information is entered into the Ocean Bills of Lading record as Proof of Delivery. 6. Bill of Lading Status: Status of the Bill of Lading could be updated to reflect the completion or different sequences of the operation. 7. Print Reports: Some of the reports are printed in order to have a printout to review the ocean operations, billing, costs and other data. It can be used as an edit list to make corrections or adjustments before transferring transactions to the Accounting Bridge. 4

9 Introduction 8. Transfer to Accounting Bridge: Once the information reports have been printed, reviewed and corrections made, transactions can be posted to the Accounting Bridge for further update to LSAccounting or export to QuickBooks and PeachTree to keep track of the financials. Ocean Export System Menu The system menu bar on the Logisuite workspace provides the user with modules to work with different options. To view the Ocean Export menu options, click Ocean Export. Ocean Export Workspace Please refer to the Logisuite Lite user guide to know about the Logisuite workspace and the higher-level system functionality. Logisuite Ocean Export user guide is divided into the following sections: Ocean Export WorkFlow Ocean Export Quotes Ocean Export Bookings Ocean Export Bill of Lading Ocean Export Files Ocean Export Manifest Ocean Export Proof of Deliveries Ocean Export Forms Ocean Export Reports 5

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11 Getting Started Getting Started In this section: Ocean Export Workflow Ocean Export Bookings Ocean Export Cargo Loading Ocean Export Bill of Lading Ocean Export Manifest Ocean Export File Status Change Ocean Export File Analysis Report Ocean Export Transaction Posting This section describes the most common tasks involved in the workflow while working with the Ocean Export management. Ocean Export Workflow Logisuite workflows follow the well-established industry processes. Moreover, the system is based on the industry familiar forms and processes using the easy-to-use screens. Please refer to the WorkFlow menu on the Logisuite Ocean Export workspace. Ocean Export Workflow You are provided with different options for working with Ocean Export. The subsequent sections will explain each of the menu items related to Ocean Export workflow. Ocean Export Bookings Logisuite Ocean Export module allows the user to enter the information for a booking. This option is used to book the cargo with the shipper and a confirmation booking is available for printing or / faxing to the shipline. The user can also see all the bookings entered in the system. To work with Ocean Export bookings, pease refer to the section Ocean Export Bookings in this user guide. Ocean Export Cargo Loading 7

12 Printed Documentation Logisuite Ocean Export module allows the user to create a load plan. The user could specify a particular equipment type. To work with Ocean Export cargo loading, pease refer to the section Ocean Export Loading Guide in this user guide. Ocean Export Bill of Lading Bill of Lading is a shipping document used by the shipline for ocean freight. It serves as a contract for carriage and includes carrier conditions of carriage such as limits of liability and claims procedures. The Bill of Lading also contains shipping instructions to the shipline, a description of the commodity, and applicable transportation charges. Using Logisuite, Bill of Lading are entered using a template system. A template can be established for any type of shipment and retains all details (consignee, shipper, carriage, customs and insurance values, rating and handling charges) desired for future use. Templates can be tracked by consignee, shipper or destination. A Consignee database may be maintained by the user. Each shipper may have an unlimited number of Consignees which can be selected by city. To work with Ocean Export Bill of Lading, pease refer to the section Ocean Export Bill of Lading in this user guide. Ocean Export Manifest Logisuite Ocean Export module allows the user to generate the consolidation s manifest based on the file and all the transactions that have been manifested to this particular file. Also the screen will show those transactions that are not assigned to a manifest yet so the user can assign the file from this screen. Notice that is option is available from the master ocean Bill of Lading as well. You can also retrieve the details or status of a particular manifest, if any demand arises. A manifest report can be generated and printed to list the details of any particular manifest. Logisuite Ocean Export system helps to break the shipments into different manifests or shipments (partial shipment). On closing the deal, the user would be able to remove any respective manifest from the business deal. And at the end of the day, one can also create a posting report which lists all shipments done for the day. To work with Ocean Export Manifest, pease refer to the section Ocean Export Manifest in this user guide. Ocean Export File Status Change To work with Ocean Export File status change, pease refer to the Ocean Export Files section in this user guide. Ocean Export File Analysis Report To work with Ocean Export File Analysis, pease refer to the Ocean Export Files section in this user guide. Ocean Export Transaction Posting To work with Ocean Export transaction posting, pease refer to the Ocean Export Accounting Update section in this user guide. 8

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15 Ocean Export Quotes Ocean Export Quotes In this section: Ocean Export Quotes Ocean Export Quotes Report This section describes the tasks related to preparation of the quotes while working with the Ocean Export workflow. Quotes Overview You are provided with different options for working with Ocean Export Quotations. Please refer to the Quotes menu on the Logisuite Ocean Export workspace. Ocean Exports Quotes The subsequent sections will explain each of the menu items related to Ocean Export quotes. Ocean Export Quotes Ocean Export Quotes You can create a new Quotation which is part of the Ocean Export workflow. To create a new Ocean Export quotation; 1. Select Ocean Export from the system menu toolbar. 2. Click Quotes Entry under the [WorkFlow] menu. The Ocean Export Quotes dialog appears. 11

16 Printed Documentation Ocean Export Quotes dialog 3. Click File->New Record or right-click and select [New] from the popup menu. Ocean Export Quotes dialog New Record 4. Enter the following information; QUOTE NUMBER Unique number identifying the quotation. It is read-only and generated by the system. SHIP INST# Unique number identifying the shipping instructions. Click define a new shipping instructions record. to search or To create a new shipping instruction record, please refer to the section Setup Shipping Instructions in this user guide. DATE System date representing the issue date of the quotation. VALID INTIL 12

17 Ocean Export Quotes Date identifying the validity of the quotation. DIVISION Division from the list of available options. USER ID Identifier for the active user logged to the system. STATUS Status from the list of available options. CALLER/ CONTACT Name of the caller/ contact. ORIGIN Code identifying the origin port. Click can be either Domestic or International. DESTINATION to search or define new origin record. It Code identifying the destination port. Click to search or define new destination record. It can be either Domestic or International. FINAL DEST. Code identifying the final destination (city location). Click define new destination record. DECLARED VALUE Declared value for carriage to be specified on the Bill of Lading. INSURED VALUE Insured value for carriage on the Bill of Lading (if any). SERVICE to search or Service description. Click FROM/ SHIPPER Code identifying the shipper. Click TO/ CONSIGNEE Code identifying the consignee. Click record. to search or define a new service record. to search or define new shipper record. to search or define new consignee Consignee is the person or firm whose name appears on the Bill of Lading as the party to whom the goods are to be delivered by the carrier. THIRD PARTY Code identifying the third-party. Click record. STARTING DATE Starting date. STARTING PROCESS DATE Starting process date. ENDING DATE Ending date. APPROVED DATE Approved date. CLOSED DATE Closed date. CARRIER to search or define new third-party Code identifying the agent, forwarder or broker. Click to search or define new carrier record. It is necessary to specify the name and location of your agent, forwarder or broker. 13

18 Printed Documentation COST INCREASE % Percentage cost increase. CURRENCY The three-letter code for the currency of the port of departure (USD for U.S. exports). EXCHANGE RATE Exchange rate applicable for the currency of the port of arrival. 5. To setup Cargo details for this quotation, please refer to Quotes Cargo Details section in this user guide. 6. To setup Charge details for this quotation, please refer to Quotes Charge Details section in this user guide. 7. Enter the following; INSTRUCTIONS Special instructions for the shipping. COMMENTS Additional notes for the shipping. 8. Click [Save] on the standard toolbar. The Ocean Export Quotes messagebox appears. 9. Click Yes. The new record is appended to the list of records on the Ocean Export Quotes tab. Setup Shipping Instructions To create a new shipping instruction record; 1. Ensure you have the Ocean Export Quotes dialog opened in the [New Record] mode. 14

19 Ocean Export Quotes Ocean Export Quotes dialog New Record 2. Click to launch the Shipping Instructions dialog. 3. Click File->New Record or right-click and select [New] from the popup menu. 4. Enter the following information; SHIP INST# Unique number identifying the shipping instruction. It is read-only and generated by the system. DATE System date representing the shipping instruction creation. MODE Shipping mode from the list of available options; AIR, OCEAN, or TRUCK. USER ID Identifier for the active user logged to the system. CALLER/ CONTACT Name of the caller/ contact. 15

20 Printed Documentation DIVISION Division from the list of available options. STATUS Status from the list of available options. ORIGIN Code identifying the origin port. Click can be either Domestic or International. DESTINATION to search or define new origin record. It Code identifying the destination port. Click record. It can be either Domestic or International. FINAL DEST. to search or define new destination Code identifying the final destination (city location). Click define new destination record. DECLARED VALUE Declared value for carriage to be specified on the Bill of Lading. INSURED VALUE Insured value for carriage on the Bill of Lading (if any). SERVICE to search or Service description. Click to search or define a new service record. CURRENCY The three-letter code for the currency of the port of departure (USD for U.S. exports). EXCHANGE RATE Exchange rate applicable for the currency of the port of arrival. FROM/ SHIPPER Code identifying the shipper. Click TO/ CONSIGNEE Code identifying the consignee. Click record. to search or define new shipper record. to search or define new consignee Consignee is the person or firm whose name appears on the Bill of Lading as the party to whom the goods are to be delivered by the carrier. THIRD PARTY Code identifying the shipper. Click SUPPLIER Code identifying the supplier. Click INSTRUCTIONS Special instructions for the shipping. REMARKS Additional notes for the shipping. 5. Enter the following [Selling Rate] information; MIN Number identifying the minimum selling rate. PER KG Number identifying the selling rate per kilogram. PER LB Number identifying the selling rate per pound. ALL INCLUDED Number identifying the overall selling rate. to search or define new shipper record. to search or define new supplier record. 16

21 Ocean Export Quotes AS QUOTATION Check to enable the selling rate as quotation. APPLY SELLING RATE Check to apply the selling rate. NOTES Additional comments for the selling rate. 6. Enter the following [Commission] information; MIN Number identifying the minimum commission. PER KG Number identifying the commission per kilogram. PER LB Number identifying the commission per pound. ALL INCLUDED Number identifying the overall commission. AS QUOTATION Check to enable the commission as quotation. APPLY COMMISSION Check to apply the commission. AGENT [] Code identifying the agent. Click NOTES Additional comments for the commission. to search or define a new agent record. 7. To setup Cargo details for this quotation, please refer to Quotes Cargo Details section in this user guide. 8. To setup Charge details for this quotation, please refer to Quotes Charge Details section in this user guide. 9. Enter the following; COMMENTS Additional notes for the quotation. 10. Click [Save] on the standard toolbar. The Shipping Instructions messagebox appears. 11. Click Yes. The new record is saved in the database and appended to the list of records on the Shipping Instructions tab. Quotes Cargo Details To define the cargo details for Ocean Export Quotes; 1. Ensure you have the Ocean Export Quotes dialog opened in the [New Record] mode. 17

22 Printed Documentation Ocean Export Quotes dialog New Record 2. Refer to the Cargo Details area on the Ocean Export Quotes dialog. Ocean Export Quotes - Cargo Details 3. Right-click and select [Add] from the popup menu. The New Cargo Details dialog appears. New Cargo Details dialog 4. Enter the following information; QTY Number identifying the total quantity. CARGO TYPE Type of cargo received in the warehouse. Click <ADD NEW> to define a new cargo type. KGS/ LBS Select the measurement unit from the list of options. LENGTH Number identifying the length of the cargo item. 18

23 Ocean Export Quotes WIDTH Number identifying the width of the cargo item. HEIGHT Number identifying the height of the cargo item. UNIT WEIGHT Unit weight of the cargo item. TOTAL WEIGHT Total weight of the cargo shipment. CUBIC Number identifying the cubic volume. This value is pertaining to the measurement of volume, for example, the cubic contents of a vessel. DIM FACT Dimensional Weight Factor (DIM) from the list of available options; DOM or INT. DIM is a method of compensating air freight carriers for the cubic requirements of freight that is very light yet very bulky. In most cases, a DIM factor of 194 is used for domestic shipments and 166 for international shipments. Calculation is LxWxH/194 = DIM weight. If DIM weight is greater than actual weight, the freight is rated at DIM weight. VOL. WEIGHT Volume weight of the cargo shipment. PCKGS Number identifying the total number of packages. CARGO TYPE Type of cargo from the list of available options. ITEM/ SKU/ DESCRIPTION Name of Item/ SKU along with the necessary description. LOCATION Warehouse location/ building for the cargo shipment. Click <Add New> to define a new warehouse shipment. COMMENTS Additional notes for the warehouse shipment. CUSTOMER REFERENCE Reference information for the customer. This includes Vendor name, final destination, list of PO Numbers, etc. 5. Click Save to update the new cargo details and return to the Ocean Export Quotes dialog. Quotes Charge Details To define the charge details for Ocean Export Quotes; 1. Ensure you have the Ocean Export Quotes dialog opened in the [New Record] mode. 19

24 Printed Documentation Ocean Export Quotes dialog New Record 2. Refer to the Charge Details area on the Ocean Export Quotes dialog. Ocean Export Quotes Charge Details 3. Right-click on the Quotes Charges list and select [Add] from the popup menu. The New Charges Details dialog appears. 20

25 Ocean Export Quotes New Charges Details dialog 4. Enter the following information; BILLING CODE Unique code identifying the billing information. Click new billing code. BILL TYPE Billing Type from the list of available options; PREPAID or COLLECT. to search or define a BILL PARTY Bill party from the list of available options; SHIPPER, CONSIGNEE, THIRD-PARTY or OTHER. COMMENTS Additional notes for the charges details. DETAILS [BILLING/ COST/ HISTORY] Enter the required details for billing, cost and history. 5. Click OK to return to the Ocean Export Quotes dialog. Ocean Export Quotes Report This report allows the user to generate and print the Ocean Export Quotes. You can print a report on various criteria including shipper, consignee, destination, etc. To view/ print the quotes in report; 1. Select Ocean Export from the system menu toolbar. 2. Click Quotes Report under the [WorkFlow] menu. The Quotes dialog appears. Quotes dialog 21

26 Printed Documentation 3. Enter or select the following information: SHIPPER Code identifying the shipper. Click CONSIGNEE Code identifying the consignee. Click record. to search or define new shipper record. to search or define new consignee Consignee is the person or firm whose name appears on the Bill of Lading as the party to whom the goods are to be delivered by the carrier. THIRD PARTY Code identifying the third-party. Click record. DESTINATION to search or define new third-party Code identifying the destination port. Click to search or define new destination record. It can be either Domestic or International. Please refer to Ocean Export Maintenance section for more information on setting up the Shipper/ Consignee/ Third Party/ Destination. 4. Click Print. STATUS Select the status from the list of available options. DIVISION Select the division from the list of available options. EXP. FROM Start date range for the quotation. EXP. TO End date range for the quotation. PRINTER Select the target printer from the drop-down list of installed printers. PREVIEW Check to enable the print preview of the report. The Quotes Report is sent to the target printer or the preview dialog. 22

27 Ocean Export Quotes Quotes Report Preview dialog 23

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29 Ocean Export Bookings Ocean Export Bookings In this section: Ocean Export Bookings Ocean Export Bookings Report This section describes the tasks related to preparation of bookings while working with the Ocean Export workflow. Bookings Overview You are provided with different options for working with Ocean Export Bookings. Please refer to the Bookings menu on the Logisuite Ocean Export workspace. Ocean Export Bookings The subsequent sections will explain each of the menu items related to Ocean Export bookings. Ocean Export Bookings Ocean Export Bookings You can perform a Bookings entry which is part of the Ocean Export workflow. To create the Ocean Export booking; 1. Select Ocean Export from the system menu toolbar. 2. Click Bookings Entry under the [WorkFlow] menu. The Ocean Export Bookings dialog appears. 25

30 Printed Documentation Ocean Export Bookings dialog 3. Click File->New Record or right-click and select [New] from the popup menu. Ocean Export Bookings dialog New Record 4. Enter the following information; BOOKING # Unique number identifying the booking. DIVISION Division from the list of available options. USER ID Identifier for the active user logged to the system. FILE NUMBER TYPE [] File type from the list of available options; Cosolidation Shipment or Direct Shipment. BL TYPE [] Bill of Lading type from the list of available options. STATUS [] Bill of Lading status from the list of available options; OPEN or CLOSED. 26

31 Ocean Export Bookings FILE NUMBER Unique code identifying the file record. BL # Unique number identifying the Bill of Lading. ORIGIN [] Code identifying the origin port. Click can be either Domestic or International. DESTINATION [] to search or define new origin record. It Code identifying the destination port. Click record. It can be either Domestic or International. CARRIER to search or define new destination Code identifying the agent, forwarder or broker. Click new carrier record. FLIGHT Number identifying the flight. BOOKING AGENT Name of the booking agent. DEPARTURE Date of flight departure. ARRIVAL Date of flight arrival. BOOKED ON Date of booking, default to current system date. CUT OFF <DATE/ TIME> Date & time for cut off. DOCUMENTS CUT OFF DATE/ TIME Date & time for document cut off. AGENT [NAME/ CONTACT/ PHONE/ FAX/ COMMISSION] Agent details. Click to search or define new agent record. SHIPPER [NAME/ ADDRESS/ CITY/ STATE/ ZIP/ PHONE] Shipper details. Click to search or define new shipper record. CONSIGNEE [NAME/ ADDRESS/ CITY/ STATE/ ZIP/ PHONE] to search or define Consignee details. Click to search or define new consignee record. Consignee is the person or firm whose name appears on the Bill of Lading as the party to whom the goods are to be delivered by the carrier. REFERENCE # Booking reference number. CONFIRMED Check to confirm the booking. SPOT RATE Check to enable the spot rate feature. AMOUNT $ Total amount for the shipment. 5. To setup Container details for this booking, please refer to Booking Container Details section in this user guide. 6. Enter the following; INSTRUCTIONS Special instructions for shipping. 7. Click [Save] on the standard toolbar. 27

32 Printed Documentation The Ocean Export Bookings messagebox appears. 8. Click Yes. The new record is appended to the list of records on the Ocean Export Bookings tab. Booking Container Details To define the container details for Ocean Export Bookings; 1. Ensure you have the Ocean Export Bookings dialog opened in the [New Record] mode. Ocean Export Bookings dialog New Record 2. Refer to the Container Details area on the Ocean Export Bookings dialog. Ocean Export Bookings Container Details 3. Right-click and select [Add] from the popup menu. The New Cargo Loader Container Details dialog appears. 28

33 Ocean Export Bookings New Cargo Loader Container Details dialog 4. Enter or select the following; EQUIPMENT TYPE Equipment type from the list of available options. EQUIPMENT/ CONTAINER # Number identifying the equipment or container. SEAL # Number identifying the equipment or container seal. KGS/ LBS Measurement unit; either KGS or LBS. STATUS Cargo status from the list of available options. 5. To define the [Hazardous Materials], right-click and select [Add] from the popup menu. The New Hazardous Details dialog appears. New Hazardous Details dialog 6. Enter or select the following [Hazarhous Material] information; UN# Unique number identifying the hazardous material. Click a new UN code. DESCRIPTION to search or define 29

34 Printed Documentation Description for the hazardous material. REMARKS/ NOTES Additiona notes for the hazardous material. 7. Click OK to return to the New Cargo Loader Container dialog. 8. Enter or select the following; CONTACT NAME Contact name. PHONE Contact phone. COMMENTS/ INSTRUCTIONS Additional notes for the cargo loading. Ocean Export Bookings Report This report allows the user to print the Ocean Export Bookings. You can print a report on various criteria including shipper, consignee, agent, shipline, etc. To view/ print the cargo in report; 1. Select Ocean Export from the system menu toolbar. 2. Click Bookings Report under the [WorkFlow] menu. The Bookings dialog appears. Bookings dialog 3. Enter or select the following information: 30

35 Ocean Export Bookings SHIPPER Code identifying the shipper. Click CONSIGNEE Code identifying the consignee. Click record. to search or define new shipper record. to search or define new consignee Consignee is the person or firm whose name appears on the Bill of Lading as the party to whom the goods are to be delivered by the carrier. AGENT Code identifying the agent. Click DESTINATION Code identifying the destination. Click destination record. to search or define new agent record. to select or define a new Please refer to Ocean Export Maintenance section for more information on setting up the Shipper/ Consignee/ Agent/ Destination. 4. Click Print. SHIPLINE Unique code identifying the shipline. Click shipline record DEPART FROM Start date range for the booking. DEPART TO End date range for the booking. STATUS Select the status from the list of available options. DIVISION Select the division from the list of available options. PRINTER Select the target printer from the drop-down list of installed printers. PREVIEW Check to enable the print preview of the report. The Bookings Report is sent to the target printer or the preview dialog. to search or define a new 31

36 Printed Documentation Bookings Report Preview dialog 32

37 Ocean Export Loading Guide Ocean Export Loading Guide In this section: Ocean Export Loading Guide Ocean Export Loading Guide Report This section describes the tasks related to cargo loading while working with the Ocean Export workflow. Loading Guide Overview You are provided with different options for working with Ocean Export Loading Guide. Please refer to the Loading Guide menu on the Logisuite Ocean Export workspace. Ocean Export Loading Guide The subsequent sections will explain each of the menu items related to Ocean Export Loading Guide. Ocean Export Loading Guide Ocean Export Loading Guide You can perform a Loading Guide entry which is part of the Ocean Export workflow. To create the loading guide entry; 1. Select Ocean Export from the system menu toolbar. 2. Click Loading Guide Entry under the [WorkFlow] menu. The Ocean Export Cargo Loader dialog appears. 33

38 Printed Documentation Ocean Export Cargo Loader dialog 3. Click File->New Record or right-click and select [New] from the popup menu. Ocean Export Cargo Loader dialog 4. Enter the following information; CARGO LOAD # Unique code identifying the cargo load. The field is read-only and generated by the system. BOOKING # Unique number identifying the booking. Click Booking record. DATE Date for the cargo load. USER ID Identifier for the active user logged to the system. to search or define a new Ocean Export SHIPMENT TYPE Shipment type from the list of available options; Direct or Consolidation. 34

39 Ocean Export Loading Guide FILE # Unique number identifying the file. Click record. DIVISION Division from the list of available options. STATUS Cargo load status from the list of available options. CARRIER [] to search or define a new Ocean Export File Code identifying the agent, forwarder or broker. Click new carrier record. ORIGIN [] to search or define Code identifying the origin port. Click can be either Domestic or International. DESTINATION [] to search or define new origin record. It Code identifying the destination port. Click to search or define new destination record. It can be either Domestic or International. VIA [] Code identifying the transit ocean port. FLIGHT Number identifying the flight. DEPARTURE <DATE/ TIME> Date of flight departure. ARRIVAL <DATE/ TIME> Date of flight arrival. CUTOFF <DATE/ TIME> Date & time for cut off. COMMENTS Additional notes for the cargo loader. MARKS Information placed on outer surface of shipping containers or packages such as address labels, box specifications, caution, or directional warnings. 5. To setup Container details for this booking, please refer to Loading Container Details section in this user guide. 6. Click [Save] on the standard toolbar. The Ocean Export Cargo Loader messagebox appears. 7. Click Yes. The new record is appended to the list of records on the Ocean Export Cargo Loader tab. Loading Container Details To define the cargo details for Ocean Export Cargo Loading; 35

40 Printed Documentation 1. Ensure you have the Ocean Export Cargo Loader dialog opened in the [New Record] mode. Ocean Export Cargo Loader dialog New Record 2. Refer to the Container Details area on the Ocean Export Cargo Loader dialog. Ocean Export Cargo Loader Container Details 3. Right-click and select [Add] from the popup menu. The New Cargo Loader Container Details dialog appears. 36

41 Ocean Export Loading Guide New Cargo Loader Container Details dialog 4. Enter the following information. EQUIPMENT # Unique number identifying the equipment. ORDER # Unique number identifying the order. To load warehouse receipts from the database refer to Loading Warehouse Receipts section in this user guide. 5. Right-click on the Cargo Loader Details list and select [Add] from the popup menu to define the new cargo loader details. 37

42 Printed Documentation New Cargo Loader Details dialog 6. Enter the reqired information and click OK to return to the New Cargo Container Details dialog. 7. Enter or select the following [Hazardous Materials] information; CONTACT Contact name. PHONE Contact phone. COMMENTS/ INSTRUCTIONS Additional notes for the cargo loading. 8. Click OK to return to the Ocean Export Cargo Loader dialog. Loading Warehouse Receipts To load warehouse receipts from the database; 1. Ensure you have New Cargo Loader Container Details dialog opened. New Cargo Loader Container Details dialog 2. Click Load Warehouse Receipts. 38

43 Ocean Export Loading Guide 3. Search for the warehouse record using the receipt number. Click Browse WRs to search and locate the warehouse receipt record. 4. The warehouse receipts withdraws could be done fully or partially. If the user does a partial linking, double click on it, and the user will be able to choose how many pieces will be linked, if not, leave them marked and it will move all those pieces into the withdraw cargo section. 39

44 Printed Documentation Warehouse Linking dialog 5. After making the selection, Click Link Warehouses to instruct the system to update and move all the information from that linking screen to the container details dialog. 40

45 Ocean Export Bill of Lading Ocean Export Bill of Lading In this section: Ocean Export Bill of Lading Ocean Export Bill of Lading Report This section describes tasks related to preparation of Bill of Lading while working with the Ocean Export workflow. Bill of Lading Overview You are provided with different options for working with Ocean Export Bill of Lading. Please refer to the Bill of Ladings menu on the Logisuite Ocean Export workspace. Ocean Export Bill of Ladings The subsequent sections will explain each of the menu items related to Ocean Export Bill of Ladings. Ocean Export Bill of Lading Ocean Export Bill of Lading You can use this feature to prepare the Bill of Lading which is the shipping document used by the shipline for the ocean freight. It serves as a contract for carriage and includes carrier conditions of carriage such as limits of liability and claims procedures. The Bill of Lading also contains shipping instructions to the shipline, a description of the commodity, and applicable transportation charges. To create an Bill of Lading entry; 1. Select Ocean Export from the system menu toolbar. 2. Click Bill of Lading Entry under the [Bill of Ladings] menu. The Ocean Export Bill of Lading dialog appears. 41

46 Printed Documentation Ocean Export Bill of Lading dialog 3. Click File->New Record or right-click and select [New] from the popup menu. Ocean Export Bill of Lading dialog New Record 4. Enter the following information: BL CLASS Bill of Lading type from the list of available options. DATE Date of Bill of Lading issuance. It is default to current system date. BL TYPE Bill of lading type from the list of available options. DIVISION Division from the list of available options. USER ID Identifier for the active user logged to the system. QUOTE # Unique number identifying the quotation. 42

47 Ocean Export Bill of Lading SHIP. INST # Unique number identifying the shipping instructions. STATUS Bill of Lading status from the list of available options. FILE NUMBER Unique number identifying the file record. Click MANIFEST TYPE Manifest type. to search or define a new file record. DBL/ MBL Direct or Master Bill of Lading. Bill of Lading are designated as Master, House or Direct. HBL House Bill of Lading. House bills must be against the House shipline. A house bill of lading (HBL) is another name for a "bill of lading" issued by a forwarder. A typical HBL is issued by a forwarder as agent, and incorporates the terms and conditions of a national forwarders association. It gives particulars of the transport arrangements the forwarder has made, much as an ocean bill of lading does, but does not contain a promise by the forwarder to deliver at destination. CURRENCY/ EXCHANGE RATE The three-letter code for the currency of the port of departure (USD for U.S. exports). DEST AGENT Agent at the destination port. PHONE Phone number. COMM. % Percentage commission applicable for the agent at the destination. ORIGIN [] Code identifying the origin port. Click can be either Domestic or International. DESTINATION [] to search or define new origin record. It Code identifying the destination port. Click to search or define new destination record. It can be either Domestic or International. DEPARTURE Date/ time of departure from the origin port. ARRIVAL Date/ time of arrival at the destination port. CARRIER Code identifying the agent, forwarder or broker. Click new carrier record. FLIGHT Flight details for the shipping. CUSTOMS CODE Code identifying the customs. COUNTRY OF ORIGIN Code identifying the country of origin. DECLARED VALUE $ Declared value for carriage to be specified on the Bill of Lading. INSURED VALUE $ Insured value for carriage on the Bill of Lading (if any). SHIPPER [NAME/ ADDRESS/ CITY/ STATE/ ZIP/ PHONE] to search or define Code identifying the shipper. Click to search or define new shipper record. 43

48 Printed Documentation CONSIGNEE [NAME/ ADDRESS/ CITY/ STATE/ ZIP/ PHONE] Code identifying the consignee. Click record. to search or define new consignee Consignee is the person or firm whose name appears on the Bill of Lading as the party to whom the goods are to be delivered by the carrier. ISSUED BY Bill of Lading issuer name. 5. Click [Save] on the standard toolbar. The Ocean Export BLs messagebox appears. 6. Click Yes. The new record is appended to the list of records on the Ocean Export BLs tab. Bill of Lading Container & Equipment Information To define the container/ equipment information for Ocean Export Bill of Lading; 1. Ensure you have the Ocean Export Bill of Lading dialog opened in the [New Record] mode. Ocean Export Bill of Lading dialog New Record 2. Refer to the Container & Equipment Information area on the Ocean Export Bill of Lading dialog. 44

49 Ocean Export Bill of Lading Ocean Export Bill of Lading Container & Equipment Information 3. Right-click and select [Add] from the popup menu. The New Charges Details dialog appears. New Container Details 4. Enter the following information. EQUIPMENT TYPE Equipment type from the list of available options. EQUIPMENT/ CONTAINER # Number identifying the equipment or container. SEAL # Number identifying the equipment or container seal. KGS/ LBS Measurement unit; either KGS or LBS. STATUS Bill of Lading status from the list of available options. COMMENTS/ INSTRUCTIONS Additional notes for the Bill of Lading. 5. Click OK. Bill of Lading Cargo Details To define the cargo details for Ocean Export; 1. Ensure you have the Ocean Export Bill of Lading dialog opened in the [New Record] mode. 45

50 Printed Documentation Ocean Export Bill of Lading dialog New Record 2. Refer to the Cargo Details area on the Ocean Export Bill of Lading dialog. Ocean Export Cargo Details 3. Right-click and select [Add] from the popup menu. The New Cargo Details dialog appears. New Cargo Details dialog 46

51 Ocean Export Bill of Lading 4. Enter the following information; QTY Number identifying the total quantity. CARGO TYPE Type of cargo received in the warehouse. Click <ADD NEW> to define a new cargo type. KGS/ LBS Select the measurement unit from the list of options. LENGTH Number identifying the length of the cargo item. WIDTH Number identifying the width of the cargo item. HEIGHT Number identifying the height of the cargo item. UNIT WEIGHT Unit weight of the cargo item. TOTAL WEIGHT Total weight of the cargo shipment. CUBIC Number identifying the cubic volume. This value is pertaining to the measurement of volume, for example, the cubic contents of a vessel. DIM FACT Dimensional Weight Factor (DIM) from the list of available options; DOM or INT. DIM is a method of compensating air freight carriers for the cubic requirements of freight that is very light yet very bulky. In most cases, a DIM factor of 194 is used for domestic shipments and 166 for international shipments. Calculation is LxWxH/194 = DIM weight. If DIM weight is greater than actual weight, the freight is rated at DIM weight. VOL. WEIGHT Volume weight of the cargo shipment. PCKGS Number identifying the total number of packages. CARGO TYPE Type of cargo from the list of available options. ITEM/ SKU/ DESCRIPTION Name of Item/ SKU along with the necessary description. LOCATION Warehouse location/ building for the cargo shipment. Click <Add New> to define a new warehouse shipment. COMMENTS Additional notes for the warehouse shipment. CUSTOMER REFERENCE Reference information for the customer. This includes Vendor name, final destination, list of PO Numbers, etc. 5. Click OK to update the new cargo details and return to the Ocean Export BLs dialog. Bill of Lading Charge Details To define the charge details for Ocean Export Bill of Lading; 1. Ensure you have the Ocean Export Bill of Lading dialog opened in the [New Record] mode. 47

52 Printed Documentation Ocean Export Bill of Lading dialog New Record 2. Refer to the Charge Details area on the Ocean Export Bill of Lading dialog. Ocean Export Bill of Lading Charge Details 3. Right-click and select [Add] from the popup menu. The New Charges Details dialog appears. 48

53 Ocean Export Bill of Lading New Charges Details dialog 4. Enter the following information; BILLING CODE Unique code identifying the billing information. Click new billing code. BILL TYPE Billing Type from the list of available options; PREPAID or COLLECT. to search or define a BILL PARTY Bill party from the list of available options; SHIPPER, CONSIGNEE, THIRD-PARTY or OTHER. COMMENTS Additiona notes for the charges details. DETAILS [BILLING/ COST/ HISTORY] Enter the required details for billing, cost and history. 5. Click OK to return to the Ocean Export Bill of Lading dialog. Bill of Lading Other Charges To define other charges for Ocean Export Bill of Lading; 1. Ensure you have the Ocean Export Bill of Lading dialog opened in the [New Record] mode. Ocean Export Bill of Lading dialog New Record 2. Refer to the Other Charges area on the Ocean Export Bill of Lading dialog. 49

54 Printed Documentation Ocean Export Bill of Lading - Other Charges 3. Right-click and select [Add] from the popup menu. The New Charges Details dialog appears. 4. Enter the following information; BILLING CODE Unique code identifying the billing information. Click to search or define a new billing code. BILL TYPE Billing Type from the list of available options; PREPAID or COLLECT. BILL PARTY Bill party from the list of available options; SHIPPER, CONSIGNEE, THIRD-PARTY or OTHER. COMMENTS Additiona notes for the charges details. DETAILS [BILLING/ COST/ HISTORY] Enter the required details for billing, cost and history. 5. Click OK to return to the Ocean Export Bill of Lading dialog. Ocean Export Bill of Lading Report This report allows the user to generate and print the Bill of Lading infromation. You can print a report based on various criteria including file/ manifest, shipper, consignee, shipline, etc. To view/ print the Bill of Lading report; 1. Select Ocean Export from the system menu toolbar. 2. Click Bill of Lading Report under the [WorkFlow] menu. The Bill of Lading Report dialog appears. 50

55 Ocean Export Bill of Lading Bill of Lading Report dialog 3. Enter or select the following information: SHIPPER Code identifying the shipper. Click CONSIGNEE Code identifying the consignee. Click record. to search or define new shipper record. to search or define new consignee Consignee is the person or firm whose name appears on the Bill of Lading as the party to whom the goods are to be delivered by the carrier. THIRD PARTY Code identifying the third party. Click record. DESTINATION to search or define new third party Code identifying the destination port. Click to search or define new destination record. It can be either Domestic or International. Please refer to Ocean Export Maintenance section for more information on setting up the Shipper/ Consignee/ Third Party/ Destination. 51

56 Printed Documentation SHIPLINE 4. Click Print. Select the shipline from the list of available options. Click define a new shipline record. DEPART FROM Start date range for the bill of lading. DEPART TO End date range for the bill of lading. STATUS Select the status from the list of available options. DIVISION Select the division from the list of available options. PRINTER Select the target printer from the drop-down list of installed printers. PREVIEW Check to enable the print preview of the report. The Bill of Lading Report is sent to the target printer or the preview dialog. to search or Bill of Lading Report Preview dialog 52

57 Ocean Export Manifest Ocean Export Manifest In this section: Ocean Export Manifest Ocean Export Manifest Report This section describes the tasks related to preparation of manifest while working with the Ocean Export workflow. Manifest Overview You are provided with different options for working with Ocean Export Manifest. Please refer to the Manifest menu on the Logisuite Ocean Export workspace. Ocean Export Manifest The subsequent sections will explain each of the menu items related to Ocean Export manifest. Ocean Export Manifest Ocean Export Manifest Manifest is a customs document listing which lists the details of the contents being put on shipline. Logisuite Ocean Export module allows the user to generate the consolidation s manifest based on the file and all the transactions that have been manifested to this particular file. Also the screen will show those transactions that are not assigned to a manifest yet so the user can assign the file from this screen. Notice that is option is also available from the Master Bill of Lading as well. The manifest feature for airfreight forwarders facilitates the operator on the desk to enter detailed information regarding a new manifest. The manifest program has also facilities to edit or update a manifest entry. Manifest for air freight forwarder also helps to populate the details regarding agent, trucker, shipline carrier, container name and cost of the shipment. Once saved, these details will be stored in the database, which will be used at various stages of the business process involving the respective customer. You can also retrieve the details or status of a particular manifest, if any demand arises. A manifest report can be generated and printed to list the details of any particular manifest. Logisuite Ocean Export system helps to break the shipments into different manifests or shipments (partial shipment). On closing the deal, the user would be able to remove any respective manifest from the business deal. And at the end of the day, one can also create a posting report which lists all shipments for all the carriers done for the day. Load Ocean Manifest You can use this option to load an existing ocean manifest record. 53

58 Printed Documentation To load the manifest record; 1. Select Ocean Export from the system menu toolbar. 2. Click Manifest Process under the [WorkFlow] menu. The Ocean Manifest dialog appears. Ocean Manifest dialog 3. Click on the [File#] to search for the Ocean Export Files record. Ocean Export Files dialog 4. Double-click to open the file record for manifest loading. 54

59 Ocean Export Manifest Manifest Loading dialog 5. Click Load. The manifest is loaded in the Ocean Manifest dialog. Ocean Manifest dialog Print Ocean Manifest You can use this option to print the air manifest record. To print the manifest record; 1. Ensure you have the Ocean Export Manifest dialog opened with the Bill of Lading record. 55

60 Printed Documentation Ocean Manifest dialog 2. Click Save and Print Manifest. The Forms to Print dialog appears. 3. Select the [Form ID] from the list of available options. 4. Select the target printer, and check [Preview] if you want to print preview. 5. Click Print. The Ocean Manifest Report is sent to the target printer or the preview dialog. 56

61 Ocean Export Manifest Ocean Manifest Preview dialog Bill of Lading not Manifested Report You can use this option to generate and print the report for Bill of Ladings that are not manifested. To generate and print the report; 1. Select Ocean Export from the system menu toolbar. 2. Click Bill of Lading Not Manifested Report under the [Manifest] menu. The Bill of Lading Not Manifested Report dialog appears. 57

62 Printed Documentation Awbs Not Manifested Report dialog 3. Enter or select the following information: DESTINATION Code identifying the destination port. Click to search or define new destination record. It can be either Domestic or International. Please refer to Ocean Export Maintenance section for more information on setting up the Origin & Destination Ports. 4. Click Print. STATUS Select the status from the list of available options. DIVISION Select the division from the list of available options. PRINTER Select the target printer from the drop-down list of installed printers. PREVIEW Check to enable the print preview of the report. The Bill of Lading Not Manifested Report is sent to the target printer or the preview dialog. 58

63 Ocean Export Manifest Bill of Lading Not Manifested Report Preview dialog 59

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65 Ocean Export Files Ocean Export Files In this section: Ocean Export File Ocean Export File Report File Overview This section describes the tasks related to preparation of the file while working with the Ocean Export workflow. You are provided with different options for working with Ocean Export Files. Please refer to the Files menu on the Logisuite Ocean Export workspace. Ocean Export Files The subsequent sections will explain each of the menu items related to Ocean Export files. Ocean Export File To create the Ocean Export file record; 1. Select Ocean Export from the system menu toolbar. 2. Click Files Entry under the [Files] menu. The Ocean Export Files dialog appears. 61

66 Printed Documentation Ocean Export Files dialog 3. Click File->New Record or right-click and select [New] from the popup menu. Ocean Export Files dialog New Record 4. Enter the following information; FILE NUMBER TYPE File number type from the list of available options; either DIRECT or CONSOLIDATION. DIVISION Division from the list of available options. USER ID Identifier for the active user logged to the system. FILE NUMBER Unique code identifying the file record. BL TYPE [] Bill of Lading type from the list of available options. STATUS [] Bill of Lading status from the list of available options; OPEN or CLOSED. 62

67 Ocean Export Files BL # Unique number identifying the Bill of Lading. ORIGIN [] Code identifying the origin port. Click can be either Domestic or International. DESTINATION [] to search or define new origin record. It Code identifying the destination port. Click to search or define new destination record. It can be either Domestic or International. CARRIER [] Code identifying the agent, forwarder or broker. Click carrier record. to search or define new 5. To setup Cargo details for this quotation, please refer to Quotes Cargo Details section in this user guide. 6. To setup Charge details for this quotation, please refer to Quotes Charge Details section in this user guide. 7. Enter the following; INSTRUCTIONS Special instructions for the file record. COMMENTS Additional notes for the file record. 8. Click [Save] on the standard toolbar. The Ocean Export Files messagebox appears. 9. Click Yes. The new record is appended to the list of records on the Ocean Export Files tab. Ocean Export File Change You can use this option to change the file record. To change the file record; 1. Select Ocean Export from the system menu toolbar. 2. Click File Change under the [Files] menu. The File Change dialog appears. 63

68 Printed Documentation File Change dialog 3. Enter the file number or click to search a file record from the database. File Change dialog 4. Specify the new file number or click to search a file record from the database. 5. Click Update File. 64

69 Ocean Export Files Ocean Export File Change Status You can use this option to change the status of an existing file record. To change the file status; 1. Select Ocean Export from the system menu toolbar. 2. Click File Change Status under the [Files] menu. The File Status Change dialog appears. File Status Change dialog 3. Enter file number or click to select the file record from the database. Ocean Export Files dialog 4. The file record is loaded in the File Status Chage dialog. 65

70 Printed Documentation File Status Change dialog 5. Select the [New Status] from the list of available options, and then click Change Status. Ocean Export File Report You can use this option to generate and print an exiting file report. To print the file report; 1. Select Ocean Export from the system menu toolbar. 2. Click Ocean Export File Report under the [Files] menu. The Ocean Export Files dialog appears. 66

71 Ocean Export Files Ocean Export Files dialog 3. Enter or select the following information: SHIPLINE Code identifying the shipline. Click record. AGENT Code identifying the agent. Click DESTINATION Code identifying the destination port. Click destination record. to select or define a new shipline to select or define a new agent record. to select or define a new Please refer to Ocean Export Maintenance section for more information on setting up the Agent/ Ocean Ports. 4. Click Print. DATE FROM/ TO Start and end date range for the file record. STATUS Select the status from the list of available options. DIVISION Select the division from the list of available options. PRINTER Select the target printer from the drop-down list of installed printers. PREVIEW Check to enable the print preview of the report. The Ocean Export Files Report is sent to the target printer or the preview dialog. 67

72 Printed Documentation Ocean Export Files Preview dialog 68

73 Ocean Export Proof of Delivery Ocean Export Proof of Delivery In this section: Ocean Export Proof of Delivery Ocean Export Proof of Delivery Report Ocean Export Not POD Report This section describes the tasks related to preparation of proof of delivery documents while working with the Ocean Export workflow. Proof of Delivery Overview You are provided with different options for working with Ocean Export Proof of Delivery. Please refer to the Proof of Deliveries menu on the Logisuite Ocean Export workspace. Ocean Export Proof of Deliveries The subsequent sections will explain each of the menu items related to Ocean Export proof of deliveries. Ocean Export Proof of Delivery You can use this option to create a proof of delivery for an Bill of Lading. To create a new POD record; 1. Select Ocean Export from the system menu toolbar. 2. Click Proof of Deliveries Entry under the [Proof of Deliveries] menu. The Proof of Delivery dialog appears. 69

74 Printed Documentation Proof of Delivery dialog 3. Click to search and load an existing Bill of Lading (HBL) record. The Bill of Lading record is loaded in the Proof of Delivery dialog. Proof of Delivery dialog 4. Enter the following [Proof of Delivery Information]; RECEIVED BY The person who received the delivery. DATE/ TIME Date and time for the delivery receipt. NOTES Additional comments for the delivery. 5. Click Update BL. Ocean Export Proof of Delivery Report Using this option you can print the proof of delivery report. To print the POD report; 1. Select Ocean Export from the system menu toolbar. 2. Click POD Report under the [Proof of Deliveries] menu. The POD Report dialog appears. 70

75 Ocean Export Proof of Delivery POD Report dialog 3. Enter or select the following information: FILE/ MANIFEST Unique number identifying the file/ manifest record. SHIPPER Code identifying the shipper. Click CONSIGNEE Code identifying the consignee. Click record. to search or define new shipper record. to search or define new consignee Consignee is the person or firm whose name appears on the Bill of Lading as the party to whom the goods are to be delivered by the carrier. AGENT Code identifying the agent. Click DESTINATION to search or define new agent record. Code identifying the destination port. Click to search or define new destination record. It can be either Domestic or International. Please refer to Ocean Export Maintenance section for more information on setting up the Shipper/ Consignee/ Agent/ Destination. 71

76 Printed Documentation 4. Click Print. DATE FROM/ TO Start and end date range for the shipment. STATUS Select the status from the list of available options. DIVISION Select the division from the list of available options. PRINTER Select the target printer from the drop-down list of installed printers. PREVIEW Check to enable the print preview of the report. The POD Report is sent to the target printer or the preview dialog. POD Report Preview dialog Ocean Export Not POD Report Using this option you can print the Not proof of delivery reports. To print the not POD report; 1. Select Ocean Export from the system menu toolbar. 2. Click Not POD Report under the [Proof of Deliveries] menu. The Not POD Report dialog appears. 72

77 Ocean Export Proof of Delivery Not POD Report dialog 3. Enter or select the following information: FILE/ MANIFEST Unique number identifying the file/ manifest record. SHIPPER Code identifying the shipper. Click CONSIGNEE Code identifying the consignee. Click record. to search or define new shipper record. to search or define new consignee Consignee is the person or firm whose name appears on the Bill of Lading as the party to whom the goods are to be delivered by the carrier. AGENT Code identifying the agent. Click can be either Domestic or International. DESTINATION to search or define new agent record. It Code identifying the destination port. Click to search or define new destination record. It can be either Domestic or International. 73

78 Printed Documentation Please refer to Ocean Export Maintenance section for more information on setting up the Shipper/ Consignee/ Agent/ Destination. 4. Click Print. DEPART FROM/ TO Start and end date range for the shipment. STATUS Select the status from the list of available options. DIVISION Select the division from the list of available options. PRINTER Select the target printer from the drop-down list of installed printers. PREVIEW Check to enable the print preview of the report. The Not POD Report is sent to the target printer or the preview dialog. Not POD Report Preview dialog 74

79 Ocean Export Web Tracking Status Ocean Export Web Tracking Status In this section: Web Tracking Status Update Web Tracking Status Report This section describes the tasks related to status update in order to effectively track the warehouse goods. Web Tracking Overview The user is provided with different options for working with Ocean Export tracking. Please refer to the Tracking Status menu on the Logisuite Ocean Export workspace. Tracking Status The subsequent sections will explain each of the menu items related to web tracking status. Ocean Export Web Tracking Status Update You can update the status of warehouse items using the warehouse tracking feature. The user needs to specify the warehouse receipt number to display the transaction details and the status history. To update the tracking status; 1. Select Ocean Export from the system menu toolbar. 2. Click Tracking Status Update under the [Tracking Status] menu. The Web Status Update dialog appears. 75

80 Printed Documentation Web Status Update dialog 3. Enter the HBL Number to load the required transaction record. Click to search the warehouse receipt record. 4. Enter or select the following [Web Status] information: STATUS Tracking status for the warehouse. Click tracking status. DATE The current system date/time information. COMMENTS The comments specifying the latest status for the warehouse. 5. Click Update HBL. The Warehouse Tracking History is updated with the latest status. to search or define a new Ocean Export Web Tracking Status Report You can update the status of warehouse items using the warehouse tracking feature. The status update feature is based on the warehouse receipt number. To update the tracking status; 1. Select Ocean Export from the system menu toolbar. 2. Click Tracking Status Report under the [Tracking Status] menu. The Web Status Report dialog appears. 76

81 Ocean Export Web Tracking Status Web Status Report dialog 3. Enter or select the following information: 4. Click Print. STATUS Tracking status for the warehouse. Click tracking status. DIVISION Select the division from the drop-down list. DATE FROM/ TO Date range for the Warehouse tracking. PRINTER Select the target printer from the drop-down list of installed printers. PREVIEW Check to enable the print preview of the report. The Warehouse Tracking Status report is sent to the target printer or the preview dialog. to search or define a new 77

82 Printed Documentation Web Status Report Preview dialog 78

83 Ocean Export Other Forms Ocean Export Other Forms In this section: Ocean Export Other Forms Entry Ocean Export Other Forms Report This section describes the task related to creation and printing of standard forms while working with the Ocean Export workflow. Other Forms Overview You are provided with different options for working with Ocean Export industry forms. Please refer to the Other Forms menu on the Logisuite Ocean Export workspace. Ocean Export Other Forms The subsequent sections will explain each of the menu items related to Ocean Export forms & reports. Ocean Export Additional Forms Ocean Export Additional Forms You can create various Ocean Export forms. Please refer to the [Other Forms Additional Forms] menu on the Logisuite Ocean Export workspace. 79

84 Printed Documentation Ocean Export Other Forms The subsequent sections will explain each of the menu items related to Ocean Export forms. Security Endorsement Entry This feature will allow the user to generate a security endorsement for by bringing the information from the pickup/ delivery order. To create a new security endorsement record; 1. Select Ocean Export from the system menu toolbar. 2. Click Security Endorsement under the [Other Forms] menu. The Security Endorsement dialog appears. Security Endorsement dialog 3. Click File->New Record or right-click and select [New] from the popup menu. 80

85 Ocean Export Other Forms Security Endorsement dialog New Record 4. Enter the required information; including Mode, File Number, Direct/ Master#, shipper, etc. 5. Click [Save] on the standard toolbar. The Ocean Export Bookings messagebox appears. 6. Click Yes. The new record is appended to the list of records on the Security Endorsemen tab. Shipper Export Declaration This feature will allow the user to generate a shipping export declaration by bringing the information from the Bill of Lading. This later could be electronically submitted to customs. To create a new shipper export declaration record; 1. Select Ocean Export from the system menu toolbar. 2. Click Shipper Export Declaration under the [Other Forms] menu. The Shipper Export Declarations dialog appears. 81

86 Printed Documentation Shipping Export Declarations dialog 3. Click File->New Record or right-click and select [New] from the popup menu. Shipping Export Declarations dialog 4. Enter the required information; including Mode, File Number, DAWB/ MAWB#, shipper, etc. 5. Click [Save] on the standard toolbar. The Shipper Export Declarations messagebox appears. 6. Click Yes. The new record is appended to the list of records on the Shipper Export Declarations tab. 82

87 Ocean Export Other Forms Commerical Invoice Entry This feature will allow the user to generate a commercial invoice by bringing the information from the Bill of Lading. To create a new commercial invoice record; 1. Select Ocean Export from the system menu toolbar. 2. Click Commerical Invoice under the [Other Forms] menu. The Commercial Invoices dialog appears. Commercial Invoices dialog 3. Click File->New Record or right-click and select [New] from the popup menu. Commercial Invoices dialog 4. Enter the required information; including Mode, Invoice#, HAWB#, Origin & Destination, Shipper, etc. 83

88 Printed Documentation 5. Click [Save] on the standard toolbar. The Commercial Invoices messagebox appears. 6. Click Yes. The new record is appended to the list of records on the Commercial Invoices tab. Dangerous Goods IMO Form This feature will allow the user to generate the declaration form for the IMO dangerous goods. The IMO shipper s declaration form is mandatory for shipments of dangerous goods by sea under the International Maritime Organization regulations. IMO Shippers declaration form helps you meet the requirements set forth in the IMDG Code. The shipper must certify that the contents are fully and accurately described by proper shipping name, are classified, packed, marked and labeled, and are in all respects in the proper condition for transport according to the applicable regulations. To create a new dangerous goods IMO form; 1. Select Ocean Export from the system menu toolbar. 2. Click Dangerous Goods IMO Form under the [Other Forms] menu. The Maritime Declaration dialog appears. IATA Dangerous Goods Declaration dialog 3. Click File->New Record or right-click and select [New] from the popup menu. 84

89 Ocean Export Other Forms IATA Dangerous Goods Declaration dialog 4. Enter the required information; including File Number, Direct/ Master#, Shipper, Bill of Lading# etc. 5. Click [Save] on the standard toolbar. The Maritime Declaration messagebox appears. 6. Click Yes. The new record is appended to the list of records on the IATA Dangerous Goods Declaration tab. Certificate of Origin This feature will allow the user to generate the Certificate of Origin form. To create a new certificate of origin record; 1. Select Ocean Export from the system menu toolbar. 2. Click Certificate of Origin under the [Other Forms] menu. The Certificate of Origin dialog appears. 85

90 Printed Documentation Certificate of Origin dialog 3. Click File->New Record or right-click and select [New] from the popup menu. Certificate of Origin dialog 4. Enter the required information; including Number, Mode, File Number, DAWB/ MAWB#, Origin & Destination, etc. 5. Click [Save] on the standard toolbar. The Certificate of Origin messagebox appears. 6. Click Yes. 86

91 Ocean Export Other Forms The new record is appended to the list of records on the Certificate of Origin tab. Ocean Export Other Forms Reports Ocean Export Other Forms Reports You can print out reports for various Ocean Export forms. Please refer to the [Other Forms Reports & Printing] menu on the Logisuite Ocean Export workspace. Ocean Export Other Forms The subsequent sections will explain each of the menu items related to Ocean Export reports & printing. Security Endorsement Report This feature will allow the user to generate and print the Security Endorsement report. The user will be able to print a report based on the different criteria options, including shipper, status and date range. To print the security endorsement report; 1. Select Ocean Export from the system menu toolbar. 2. Click Security Endorsement Report under the [Other Forms Reports & Printing] menu. The Security Endorsement dialog appears. 87

92 Printed Documentation Security Endorsement Report dialog 3. Enter or select the following information: MODE Mode from the list of available options. SHIPPER Code identifying the shipper. Click to search or define new shipper record. Please refer to Ocean Export Maintenance section for more information on setting up the Shipper information. 4. Click Print. STATUS Status from the list of available options. DATE FROM/ TO Start and end date range for the security endorsement report. PRINTER Select the target printer from the drop-down list of installed printers. PREVIEW Check to enable the print preview of the report. The Security Endorsement Report is sent to the target printer or the preview dialog. 88

93 Ocean Export Other Forms Security Endorsement Report Preview dialog Shipper Export Declaration Report This feature will allow the user to generate and print the Shipper Export Declaration report. The user will be able to print a report based on the different criteria options, including file number, status, action, and date range. To print the security export declaration report; 1. Select Ocean Export from the system menu toolbar. 2. Click Security Export Declaration Report under the [Other Forms Reports & Printing] menu. The Security Export Declaration Report dialog appears. 89

94 Printed Documentation Security Export Declaration Report dialog 3. Enter or select the following information: 4. Click Print. FILE/ MANIFEST Code identifying the file/ manifest record. Click file/ manifest record. MODE Mode from the list of available options; either AIR or OCEAN. STATUS Status from the list of available options. ACTION Action from the list of available options. CORRECTION Correction from the list of available options. DATE FROM/ TO Start and end date range for the SED report. PRINTER Select the target printer from the drop-down list of installed printers. PREVIEW Check to enable the print preview of the report. The Security Export Declaration Report is sent to the target printer or the preview dialog. to select or define a new 90

95 Ocean Export Other Forms Shipper Export Declaration Report Preview dialog Commerical Invoice Report This feature will allow the user to generate and print the Commercial Invoice report. The user will be able to print a report based on the different criteria options, including shipper, consignee, customer, destination, status and date range. To print the security export declaration report; 1. Select Ocean Export from the system menu toolbar. 2. Click Commerical Invoices Report under the [Other Forms Reports & Printing] menu. The Commerical Invoices Report dialog appears. 91

96 Printed Documentation Commerical Invoice Report dialog 3. Enter or select the following information: SHIPPER Code identifying the shipper. Click CONSIGNEE Code identifying the consignee. Click record. to search or define new shipper record. to search or define new consignee Consignee is the person or firm whose name appears on the Bill of Lading as the party to whom the goods are to be delivered by the carrier. CUSTOMER Code identifying the customer. Click record. to search or define new customer Please refer to Ocean Export Maintenance section for more information on setting up the Shipper/ Consignee/ Customer information. MODE Mode from the list of available options. DESTINATION Code identifying the destination port. Click to search or define new destination record. It can be either Domestic or International. STATUS Status from the list of available options. 92

97 Ocean Export Other Forms 4. Click Print. DATE FROM/ TO Start and end date range for the invoice report. PRINTER Select the target printer from the drop-down list of installed printers. PREVIEW Check to enable the print preview of the report. The Commerical Invoice Report is sent to the target printer or the preview dialog. Commercial Invoice Report Preview dialog Ocean Freight Dangerous Goods Report This feature will allow the user to generate and print the IMO Dangerous Goods declaration report. The IMO shipper s declaration form is mandatory for shipments of dangerous goods by sea under the International Maritime Organization regulations. The user will be able to print a report based on the different criteria options, including file/manifest, shipper, consignee, status and date range. To print the security dangerous goods report; 1. Select Ocean Export from the system menu toolbar. 2. Click Ocean Freight Dangerous Goods Report under the [Other Forms Reports & Printing] menu. The Ocean Freight Dangerous Goods Report dialog appears. 93

98 Printed Documentation Ocean Freight Dangerous Goods dialog 3. Enter or select the following information: FILE/ MANIFEST Code identifying the file/ manifest record. Click manifest record. SHIPPER Code identifying the shipper. Click CONSIGNEE Code identifying the consignee. Click record. to search or define new file/ to search or define new shipper record. to search or define new consignee Consignee is the person or firm whose name appears on the Bill of Lading as the party to whom the goods are to be delivered by the carrier. DESTINATION Code identifying the destination port. Click to search or define new destination record. It can be either Domestic or International. STATUS Status from the list of available options. DATE FROM/ TO Start and end date range for the air freight dangerous goods report. PRINTER Select the target printer from the drop-down list of installed printers. PREVIEW Check to enable the print preview of the report. 94

99 Ocean Export Other Forms 4. Click Print. The Ocean Freight Dangerous Goods Report is sent to the target printer or the preview dialog. Ocean Freight Dangerous Goods Report Preview dialog 95

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101 Ocean Export Broker Commission Ocean Export Broker Commission In this section: Broker Commission Broker Commission Report This section describes the tasks related to broker commission while working with the Ocean Export workflow. Broker Commission Overview You are provided with different options for working with Ocean Export Broker Commissions. Please refer to the Broker Commission menu on the Logisuite Ocean Export workspace. Ocean Export Broker Commission The subsequent sections will explain each of the menu items related to Ocean Export broker commission. Ocean Export Broker Commission You can use this option to create an broker commission record. To create the broker commission record; 1. Select Ocean Export from the system menu toolbar. 2. Click Broker Commission Entry under the [Broker Commission] menu. The Broker Commissions dialog appears. 97

102 Printed Documentation Agent Commissions dialog 3. Click File->New Record or right-click and select [New] from the popup menu. Agent Commissions dialog New Record 4. Enter the required information; including Number, Mode, File Number, DAWB/ MAWB#, Origin & Destination, etc. 5. Click [Save] on the standard toolbar. The Agent Commissions messagebox appears. 6. Click Yes. 98

103 Ocean Export Broker Commission The new record is appended to the list of records on the Agent Commission tab. Ocean Export Broker Commission Report You can use this option to generate and print the agent commission report. To print the agent commission report; 1. Select Ocean Export from the system menu toolbar. 2. Click Agent Commission Report under the [Agent Commission] menu. The Agent Commission Report dialog appears. Agent Commission Report dialog 3. Enter or select the following information: AGENT Code identifying the agent. Click INVOICE Code identifying the invoice. Click to search or define new agent record. to search or define new invoice record. Please refer to Ocean Export Maintenance section for more information on setting up the Agent information. DIVISION Select the division from the drop-down list. DEPART FROM Start date range for the booking. DEPART TO 99

104 Printed Documentation 4. Click Print. End date range for the booking. PRINTER Select the target printer from the drop-down list of installed printers. PREVIEW Check to enable the print preview of the report. The Agent Commission Report is sent to the target printer or the preview dialog. Agent Commission Report Preview dialog 100

105 Ocean Export Agent Commission Ocean Export Agent Commission In this section: Agent Commission Agent Commission Report This section describes the tasks related to agent commission while working with the Ocean Export workflow. Agent Commission Overview You are provided with different options for working with Ocean Export Agent Commissions. Please refer to the Agent Commission menu on the Logisuite Ocean Export workspace. Ocean Export Agent Commission The subsequent sections will explain each of the menu items related to Ocean Export agent commission. Ocean Export Agent Commission You can use this option to create an agent commission record. To create the agent commission record; 1. Select Ocean Export from the system menu toolbar. 2. Click Agent Commission Entry under the [Agent Commission] menu. The Agent Commissions dialog appears. 101

106 Printed Documentation Agent Commissions dialog 3. Click File->New Record or right-click and select [New] from the popup menu. Agent Commissions dialog New Record 4. Enter the required information; including Number, Mode, File Number, DAWB/ MAWB#, Origin & Destination, etc. 5. Click [Save] on the standard toolbar. The Agent Commissions messagebox appears. 6. Click Yes. 102

107 Ocean Export Agent Commission The new record is appended to the list of records on the Agent Commission tab. Ocean Export Agent Commission Report You can use this option to generate and print the agent commission report. To print the agent commission report; 1. Select Ocean Export from the system menu toolbar. 2. Click Agent Commission Report under the [Agent Commission] menu. The Agent Commission Report dialog appears. Agent Commission Report dialog 3. Enter or select the following information: AGENT Code identifying the agent. Click INVOICE Code identifying the invoice. Click to search or define new agent record. to search or define new invoice record. Please refer to Ocean Export Maintenance section for more information on setting up the Agent information. DIVISION Select the division from the drop-down list. DEPART FROM Start date range for the booking. DEPART TO 103

108 Printed Documentation 4. Click Print. End date range for the booking. PRINTER Select the target printer from the drop-down list of installed printers. PREVIEW Check to enable the print preview of the report. The Agent Commission Report is sent to the target printer or the preview dialog. Agent Commission Report Preview dialog 104

109 Ocean Export Rates Ocean Export Rates In this section: Auto Bill Rates Billing Rates Insurance Rates Cost Rates This section describes the task related to setting up the various rates while working with the Ocean Export workflow. Rates Overview You are provided with different options for working with Ocean Export Rates. Please refer to the Ocean Export Rates menu on the Logisuite Ocean Export workspace. Ocean Export Rates The subsequent sections will explain each of the menu items related to Ocean Export rates. Auto Bill Rates You can use this feature to setup automatic rates based on the billing code. To create the automatic billing rates; 1. Select Ocean Export from the system menu toolbar. 2. Click Auto Bill Rates under the [Ocean Export Rates] menu. The Ocean Export Default Auto Rates dialog appears. 105

110 Printed Documentation Ocean Export Default Auto Rates dialog 3. Click File->New Record or right-click and select [New] from the popup menu. Ocean Export Default Auto Rates dialog New Record 4. Enter the required information; including Customer, Division, Billing Code, etc. 5. Click [Save] on the standard toolbar. The Ocean Export Default Auto Rates messagebox appears. 6. Click Yes. The new record is appended to the list of records on the Ocean Export Default Auto Rates tab. 106

111 Ocean Export Rates Billing Rates You can use this feature to work with the rates that will be generated on quote and the Bill of Lading transactions. These rates could be setup based on customer, origin, destination and commodity. To define the new billing rates; 1. Select Ocean Export from the system menu toolbar. 2. Click Billing Rates under the [Ocean Export Rates] menu. The Ocean Export Bill Rates dialog appears. Ocean Export Bill Rates dialog 3. Click File->New Record or right-click and select [New] from the popup menu. Ocean Export Bill Rates dialog New Record 107

112 Printed Documentation 4. Enter the required information; including Customer, Division, Origin & Destination, Billing Code, etc. 5. Click [Save] on the standard toolbar. The Ocean Export Bill Rates messagebox appears. 6. Click Yes. The new record is appended to the list of records on the Ocean Export Bill Rates tab. Insurance Rates You can use this feature to work with the insurance rates that will be used to generated insurance charges. To define the insurance rates; 7. Select Ocean Export from the system menu toolbar. 8. Click Insurance Rates under the [Ocean Export Rates] menu. The Ocean Export Insurance Rates dialog appears. Ocean Export Insurance Rates dialog 9. Click File->New Record or right-click and select [New] from the popup menu. 108

113 Ocean Export Rates Ocean Export Insurance Rates dialog New Record 10. Enter the required information; including Customer, Division, Origin & Destination, Billing Code, etc. 11. Click [Save] on the standard toolbar. The Ocean Export Insurance Rates messagebox appears. 12. Click Yes. The new record is appended to the list of records on the Ocean Export Insurance Rates tab. Cost Rates You can use this feature to work wth the driver cost rates that will be generated on the pickup/ delivery transactions. To define the new cost rates; 1. Select Ocean Export from the system menu toolbar. 2. Click Cost Rates under the [Ocean Export Rates] menu. The Ocean Export Cost Rates dialog appears. 109

114 Printed Documentation Ocean Export Cost Rates dialog 3. Click File->New Record or right-click and select [New] from the popup menu. Ocean Export Cost Rates dialog New Record 4. Enter the required information; including Vendor, Division, Origin & Destination, Billing Code, etc. 5. Click [Save] on the standard toolbar. The Ocean Export Cost Rates messagebox appears. 6. Click Yes. The new record is appended to the list of records on the Ocean Export Cost Rates tab. 110

115 Ocean Export Rates 111

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117 Ocean Export Maintenance Ocean Export Maintenance In this section: Setup Carriers Setup Container Volume Setup Vessels Setup Ocean Ports This section describes the tasks related to setting up various information including carriers, container volume, vessels and ocean ports. Maintenance Overview You are provided with different options for working with Ocean Export Maintenance. Please refer to the Ocean Export Maintenance menu on the Logisuite Ocean Export workspace. Ocean Export Maintenance The subsequent sections will explain each of the menu items related to Ocean Export maintenance. Setup Carriers You can use this option to enter the different cargo classes that will be used within the system. To create the carrier record; 1. Select Ocean Export from the system menu toolbar. 2. Click Carriers under the [Ocean Export Maintenance - Carriers] menu. The Carriers dialog appears. 113

118 Printed Documentation Carriers dialog 3. Click File->New Record or right-click and select [New] from the popup menu. Carriers dialog New Record 4. Enter or select the following information: CARRIER ID Unique code identifying the carrier record. TYPE [] Select carrier type from the drop-down list. NAME Carrier name. ACCT # Number identifying the Carrier Acount record. ADDRESS/ CITY/ STATE/ ZIP Address information for the carrier location. PHONE Carrier phone number. FAX 114

119 Ocean Export Maintenance Carrier fax number. VENDOR ID Unique code identifying the vendor. Click to search or define a new vendor record. 5. Review the Carrier Contact Details. Right click and select [Add] to define a new carrier contact record. 6. Review the Carrier Details. Right click and select [Add] to define a new carrier details record. 7. Enter the required information for Land/ Airlines/ Ocean/ AWB Inventory/ Rates. Carriers Details - Land 115

120 Printed Documentation Carriers Details - Airlines Carriers Details - Ocean Carriers Details AWB Inventory 116

121 Ocean Export Maintenance Carriers Details - Rates 8. Click [Save] on the standard toolbar. The Carriers Confirmation messagebox appears. 9. Click Yes. The new record is appended to the list of records on the Carriers tab. Setup Container Volume You can use this option to enter the container volume for the ocean freight. To setup the container volume record; 1. Select Ocean Export from the system menu toolbar. 2. Click Container Volume under the [Ocean Export Maintenance Carriers, Container Volume & Vessels] menu. The Container Volume dialog appears. 117

122 Printed Documentation Container Volume dialog 3. Click File->New Record or right-click and select [New] from the popup menu. Container Volume dialog New Record 4. Enter or select the following information: CARRIER Unique code identifying the carrier. DATE FROM/ TO Start and end date range for the record. CONTRACT # Contract number. 5. Click [Save] on the standard toolbar. The Container Volume messagebox appears. 118

123 Ocean Export Maintenance 6. Click Yes. The new record is appended to the list of records on the Container Volume tab. Setup Vessels You can use this option to enter the vessels for the ocean freight. To create the vessels record; 1. Select Ocean Export from the system menu toolbar. 2. Click Vessels under the [Ocean Export Maintenance Carriers, Container Volume & Vessels] menu. The Vessels dialog appears. Airports dialog 3. Click File->New Record or right-click and select [New] from the popup menu. 119

124 Printed Documentation Vessels dialog New Record 4. Enter or select the following information: VESSEL Name describing the vessel. CARRIER Unique code identifying the carrier record. COMMENTS Additional notes for the vessels. 5. Click [Save] on the standard toolbar. The Vessels Confirmation messagebox appears. 6. Click Yes. The new record is appended to the list of records on the Vessels tab. Setup Ocean Ports You can use this option to enter the ocean ports for freight management. To create the origin & destination record; 1. Select Ocean Export from the system menu toolbar. 2. Click Airports under the [Ocean Export Maintenance Oring & Destination Ports] menu. The Ocean Ports dialog appears. 120

125 Ocean Export Maintenance Ocean Ports dialog 3. Click File->New Record or right-click and select [New] from the popup menu. Ocean Ports dialog New Record 4. Enter or select the following information: CODE ID Unique identifier for the ocean port. DESCRIPTION Description for the ocean port origin/ destination location. COUNTRY Code identifying the location country. PORT CODE Unique code identifying the ocean port. COMMENTS/ NOTES Additional notes for the ocean port. 5. Click [Save] on the standard toolbar. The Ocean Ports Confirmation messagebox appears. 121

126 Printed Documentation 6. Click Yes. The new record is appended to the list of records on the Ocean Ports tab. 122

127 Ocean Export Accounting Update Ocean Export Accounting Update In this section: File Analysis Report Transfer to Accounting Bridge This section describes the tasks related to file analysis and transaction posting while working with the Ocean Export workflow. Accounting Update Overview You are provided with different options for working with Ocean Export Accounting Update. Please refer to the Ocean Export Accounting Update menu on the Logisuite Ocean Export workspace. Ocean Export Accounting Update The subsequent sections will explain each of the menu items related to Ocean Export accounting update. File Analysis Report You can use this option to generate and print the file analysis report. To print the file analysis report; 1. Select Ocean Export from the system menu toolbar. 2. Click File Analysis Report under the [Ocean Export Accounting Update] menu. The File Analysis Report dialog appears. 123

128 Printed Documentation File Analysis Report dialog 3. Enter or select the following label details; FILE/ MANIFEST Unique number identifying the file/ manifest record. SHIPPER Unique code identifying the shipper. Click shipper record. CONSIGNEE Unique code identifying the consignee. Click consignee record. to select or define a new to select or define a new Consignee is the person or firm whose name appears on the Bill of Lading as the party to whom the goods are to be delivered by the carrier. DESTINATION Code identifying the destination port. Click destination record. to select or define a new Please refer to Ocean Export Maintenance section for more information on setting up the Shipper/ Consignee/ Agent/ Destination. DATE FROM/ TO Start and end date range for the booking. STATUS 124

129 Ocean Export Accounting Update 4. Click Print. File status from the list of available options. DIVISION Division from the list of available options. PRINTER Select the target printer from the drop-down list of installed printers. PREVIEW Check to enable the print preview of the report. The File Analysis Report is sent to the target printer or the preview dialog. File Analysis Report Preview dialog Transfer to Accounting Bridge You can use this feature to transfer all the charges generated on the Bill of Lading transactions into the accounting bridge for later transferring to LS Accounting, QuickBooks or Peachtree financial softwares. To do the transaction posting; 1. Select Ocean Export from the system menu toolbar. 2. Click Transfer to Acct Bridge under the [Ocean Export Accounting Update] menu. The Transaction Posting dialog appears. 125

130 Printed Documentation Transaction Posting dialog 3. Enter or select the following details; 4. Click Post. FILE Unique number identifying the file/ manifest record. DIVISION Select the division from the list of available options. DATE FROM Start date range for the booking. DATE TO End date range for the booking. PRINTER Select the target printer from the drop-down list of installed printers. PREVIEW Check to enable the print preview of the report. 126