Processing ISF Transactions Table of Contents

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1 Processing ISF Transactions Table of Contents Processing ISF Transactions Table of Contents... 1 Overview of Processing ISF Transactions... 3 Entering a New ISF Transaction... 5 Finding an Existing Transaction How to Find and Export to a CSV-formatted File Deleting an ISF Transaction Header Page Overview Header Page Detail How to Enter Container Information How to Enter Bills of Lading Information Copy From ISF Lines Tab Page Overview Lines Tab Page Detail Bond/ /Other Page Send Tab Page List of ISF Validations Status Page Broker References Pop-up Notes Tab Page ISF Tracing Importer Bond Query ISF-1

2 View Importer Bond ISF-2

3 Kewill ISF > Overview of ISF Transaction Processing Overview of Processing ISF Transactions Overview Processing Importer Security Filing transactions includes the following: Creating New Transaction Finding Existing Transaction How to Find and Export to a CSV-formatted file Deleting an ISF Transaction Header Page Header Page Field Level Detail Containers Pop-up Bills of Lading Pop-up Copy From ISF Lines Page Lines Page Field Level Detail Bond/ /Other Page Send Page List of Validations Status Page Broker References pop-up Notes Page ISF Tracing Importer Bond Query View Importer Bond Note: For Uploading EDI Data to Kewill ISF, See the Uploading EDI ISF-3

4 section. Note For ISF Integration with Brokerage Applications, See the ISF Integration_Brokerage Apps section. ISF-4

5 Kewill ISF > Processing a Transaction > Entering a New ISF Transaction Entering a New ISF Transaction Entering a New ISF Transaction Overview You may create a new ISF transaction by clicking on the New icon from the opening page or by selecting New ISF from the File drop-down menu. Procedures The table below describes how to create a new ISF transaction. ISF-5

6 Step Action Comment 1 Click on the New icon from the opening page or select New ISF from the File drop-down menu. The Header tab page will display. Header Page: ISF-6

7 Step Action Comment 2 If the default value in the Shipment Type field is incorrect, select the correct Shipment Type from the drop-down list. 3 If the default value in the Action Reason box is incorrect, click on the drop-down list and select the correct option. Valid Action Reasons are: CT Compliant Transaction FR Flexible Range FT Flexible Timing TB To be Determined 4 Enter the Master and/or the House bill number. The Shipment Type determines which fields are required or optional. Valid Shipment Types are: o o o o o o o o o o 01-Standard or Regular Filing 02-To Order shipment 03-HHG/PE 04-Military or Government 05-Diplomatic shipment 06-Carnet 07-US Returned goods 08-FTZ shipment 09-International mail shipment 11-Informal This is the Action Reason codes involved in the commercial transaction. The House bill is required if the Master bill field is left blank. Note that CBP requires the number of the bill of lading at the lowest level (i.e., the regular straight/ simple bill of lading or house bill of lading) and not the master bill of lading number. 5 Click on the Containers button to enter Containers detail. When you click on the Containers button, the Containers pop-up will display. [For more information about the Container page, see the Container section.] 6 Click on the Bills of Lading Lading detail. button to enter Bills of When you click on the Bills of Lading button, the Bills of Lading pop-up will display. [For more information about the Bills of Lading page, see the Bills of Lading section.] ISF-7

8 Step Action Comment 7 Click on the IE, TE or FROB Shipment box, if applicable. 8 If you are going to copy the ISF data from EDI or from an existing ISF transaction, enter the ISF Importer and then click the Copy From EDI or Copy From ISF buttons. If you will not be copying previously entered data, proceed to enter the rest of the data in the Commercial Entity boxes on the page, including the following: ISF Importer, Importer of Record, Ship To/Deliver To, Seller, Container Stuffing Location, Consignee, Buyer, Consolidator/Stuffer, and Booking Party. 9 The information at the bottom of the page is optional. This includes: Carrier Vessel Name Voyage P.O. Number Booking Number Port of Lading Port of Unlading Place of Delivery Port of Entry Mode of Transportation Estimated Loading Date Estimated Sailing Date Estimated Arrival Date Whether the shipment is an in-bond shipment will change the required fields, as to what will or won t need to be sent to Customs. There is no set order for the entering of data and you may mouse click to the fields in which you would like to enter data. Entities are required based on the Shipment Type. ISF Importer If the Importer account is set up to have a single commercial entity for the various entity types, the information will default into the box(es) when the Importer code is entered. However, if there are multiple entities, no defaulting of data will take place. When you click the Copy From EDI or Copy From ISF buttons a pop-up will display to help you define what is to be copied. [For more information, see either the ISF EDI Uploading section or the Copy From ISF section of the documentation.] Note: If an Importer account is set to Inactive (e.g., the Is Active checkbox has been left blank), the application will not allow you to enter the Importer code, nor can you use the Copy From EDI or Copy From ISF functionality with an Inactive Importer. The fields at the bottom of the Header page are not required; however, they may be very useful for reports and managing the ISF process. For instance, if you do not enter the dates (Loading, Sailing, Arrival), you will not be able to prevent late filings and so on. The data entered that can be validated will be checked against the appropriate data table to make certain the code(s) entered are valid. If they are not valid, a message will display in the Validation Message box after the Next icon is clicked and the page is validated before proceeding to the next page. ISF-8

9 Step Action Comment 10 When you have entered all the data on the Header page, click the Next icon to proceed to the Lines page. When you click on Next, the application will save the data entered on the page and assign an ISF transaction number. When you go back to the Header page after leaving it, the ISF number will now display. In addition, all of the page Tabs for the new ISF will display at the top of the page only AFTER the Next clicked. icon has been 11 On the Lines page, enter any further Line Tariff information required for the ISF transaction. The Lines page is used to capture the following data for the ISF: Manufacturer/Supplier Harmonized Tariff Schedule commodity number. Country of Origin 12 When you have entered all the data on the Lines page, click the Next icon to proceed to the Send page. When you click on Next, the application will save the data entered on the page and move on to the Send page. 13 Click the Validate button to check for errors or missing data. When you click the Validate button, the data will be processed and any errors or missing data will display on the Validations grid. 14 If any errors or warnings display on the Validations grid, you must review them and fix all errors before sending the transaction to Customs. 15 When everything is correct, click the Send to Customs button. 16 To check on the status of the ISF transaction, click on the Status page. The application will create the ISF message and send it to CBP. The Status page displays the Events dates and times. You may add notes to specific Events in the Notes area at the bottom of the page. ISF-9

10 Kewill ISF > Processing a Transaction > Finding an Existing Transaction Finding an Existing Transaction Finding an ISF Transaction Overview You may find existing transactions by clicking on the Find ISF icon from the opening page or selecting Find ISF from the File drop-down menu. Procedures The table below describes how to find an existing transaction. ISF-10

11 Step Action Comment 1 Click on the Find ISF icon from the Opening page or select Find ISF from the File drop-down menu. The Find ISF page will display. Find Transaction page: Find ISF Page Note that there may be limitations set for the type and ownership of the transactions that will display on the search page. Accounts set up as Importers or Brokers can see all transactions. Other users can only see their own transactions: The transactions the user logged (Created By) The transactions the user worked on (Modified By) The transactions where the user is the current owner (Owner/Subscriber Seq. No.) The default logged date is set to 30 days, unless you change this ISF-11

12 preference to some other setting. This default logged date will allow you to focus on current ISF s without having to set the logged date range each time you do a Find ISF. [The FIND_LOG_DATE_RANGE preference must be set up by Admin level personnel in Subscriber Preferences of Security Administration.] Step Action Comment 2 If you know the ISF number, enter it in the ISF No. field and click the Find The transaction will open. button. Select a Transaction search parameter fields: Step Action Comment 3 If you do not know the ISF number, enter whatever search criteria you have in order to find the transaction. Note: If you only know a portion of the search data, enter the first letters or numbers followed by a % (percent sign wildcard). The application will do a lookup and will retrieve and list all items that begin with these first letters/ numbers and you can select the correct search item from the list. The search criteria fields are located at the top of the page and allow you to find your ISF transaction based on one or more search criteria (listed on the table below). ISF-12

13 Search Criteria Filters: Filter Data Entry Description / Example Container Enter the container number. If a container has been stuffed and is ready to be delivered to the Ocean Carrier, you may need to know if the ISF has been accepted for the cargo in the container. Master Bill Enter the Bill of Lading number. This refers to the Master ( Regular ) Bill of Lading number issued by the Ocean Carrier. Searching on this field may be needed if this is the only information you have. House Bill Enter the House Bill of Lading number. This refers to the House Bill of Lading number. Searching on this field may be needed if this is the only information you have. P.O. No. Enter the Purchase Order number. Importers, typically, prefer the P.O. number as a basis for searches. Booking No. Enter the booking number. This is the Ocean Carrier s booking number. The Freight Forwarder/ Consolidator is normally advised of changes by the Ocean Carrier using this booking number. CBP Trans. No. Subscriber ISF Importer Carrier Seller Enter the Security Filing transaction number. Enter the Subscriber code or click the Info icon to do a lookup to the table. Enter the ISF Importer code or click the Info icon to do a lookup to the table. Enter the Carrier SCAC code or click the Info table. icon to do a lookup to the Enter the seller code or click the Info icon to do a lookup to the table. Users/Managers communicating with CBP will need to be able to reference the ISF via the CBP-issued SF Transaction Number. This option would be useful if you were trying to locate recent ISF transactions for a particular Subscriber. This option would be useful if you were trying to locate recent ISF transactions for a particular Importer. This search would provide a listing of ISF s for a particular carrier. This search would provide a listing of ISF s for a particular Seller. ISF-13

14 Filter Data Entry Description / Example Buyer Manufacturer Enter the Buyer code or click the Info icon to do a lookup to the table. Enter the Manufacturer ID or click the Info icon to do a lookup to the table. This search would provide a listing of ISF s for a particular Buyer. This search would provide a listing of ISF s for a particular Manufacturer/ Supplier. ISF No. Enter the ISF number. This ID number is assigned by the application. Since the user may hand write the number onto the physical file folder containing the Commercial Invoice documents, this may be an easy and quick way of finding the correct ISF transaction. User Vessel Name Enter the User code or click the Info icon to do a lookup to the table. Enter the Vessel name or click the Info icon to do a lookup to the table. Hint: Enter the first letter or first few letters to limit the number of results. This option would be useful if you were trying to locate recent ISF transactions for a particular User ID. The Vessel Name and Voyage number, in combination with the Loading/Sailing Date range, will provide a user with a quick view of all ISF s for a specific Vessel & Voyage. This search might be useful in answering the question of whether all the ISF s have been accepted by Customs for all shipments on a particular Vessel/ Voyage which is sailing/loading in the next few days. Voyage Enter the voyage number. The Vessel Name and Voyage number, in combination with the Loading/Sailing Date range, will provide a user with a quick view of all ISF s for a specific Vessel & Voyage. This search might be useful in answering the question of whether all the ISF s have been accepted by Customs for all shipments on a particular Vessel/ Voyage which is sailing/loading in the next few days. Port of Lading Enter the Port of Lading code or click the Info icon to do a lookup to the table. Searching on the Port of Lading, in conjunction with the Vessel and Voyage, might be useful for Importers and/or Freight Forwarders who are responsible for issuing ISF s for the same Vessel and Voyage from different Ports of Lading. ISF-14

15 Filter Data Entry Description / Example Port of Unlading Place of Delivery Broker File No. IE/TE Not IE/TE Both Logged Date From / To Enter the Port of Unlading code or click the Info table. icon to do a lookup to the Enter the Place of Delivery code or click the Info table. icon to do a lookup to the Enter the Broker File Number to find an ISF based on the Broker s file number. Click the appropriate checkbox to limit the search to Immediate Export (IE) or Transportation and Export (TE) shipments, to shipments that are NOT IE or TE, or to include both IE and TE shipments in the search. Accept the default logged date, enter the Logged Date range or click on the Calendar icon to select the date(s). This search allows you to include or exclude IE/TE shipment transactions. When you click on the Calendar icon, a calendar will display allowing you to select the date. Today s date is automatically highlighted. Note on Default starting Logged Date: The default logged date is set to 30 days, unless you change this preference to some other setting. This default logged date will allow you to focus on current ISF s (within the past 30 days) without having to set the logged date range each time you do a Find ISF. [The FIND_LOG_DATE_RANGE preference must be set up by Admin level personnel in Subscriber Preferences of Security Administration.] ISF-15

16 Filter Data Entry Description / Example Loading Date From / To Enter the Loading Date range or click on the Calendar icon to select the date(s). When you click on the Calendar icon, a calendar will display allowing you to select the date. Today s date is automatically highlighted. Sailing Date From / To Enter the Sailing Date range or click on the Calendar icon to select the date(s). This search allows you to focus your search on ISF s that are approaching the 24-hour deadline. When you click on the Calendar icon, a calendar will display allowing you to select the date. Today s date is automatically highlighted. Arrival Date From / To Enter the Arrival Date range or click on the Calendar icon to select the date(s). This search allows you to focus your search on ISF s that are approaching the 24-hour deadline. When you click on the Calendar icon, a calendar will display allowing you to select the date. Today s date is automatically highlighted. Status Select the status from the drop-down list. The status options are: ANY status ISF-16

17 Filter Data Entry Description / Example ISF Queued to Send to Customs Accepted by Customs in conjunction with the Loading/Sailing date, provides a list of recently accepted ISF s to determine what cargo should be tendered to the Ocean Carrier. Rejected by Customs any ISF s with the rejected status would need attention. Assigned New Transaction Accepted, Bills Not Matched Accepted, Bills Matched Expired by Customs Deleted Accepted w/warnings Replace Transaction sent to Customs Deleted ISF Accepted by Customs Deleted ISF Rejected by Customs Action Reason Select the status from the drop-down list. Valid Action Reason options are: ANY action reason Flexible Range & Timing Compliant Transaction Flexible Range Flexible Timing To be Determined ISF-17

18 Find ISF Page: Selection grid Once the Find button has been clicked, the list of transactions matching the filter criteria will display. The transactions display from newest to oldest. To re-sort the data, click on the column title. Note: All the columns do not fit in a standard window. To see the additional columns, activate the scroll bar to view the columns to the right. To select a transaction, double-click on the item, or highlight it and click the Open button. To export the found list to a CSV-formatted file (Excel ), click on the Export button. Note: When a button is clicked throughout the application, it will change color, as noted below: Find button before being clicked displays as a solid blue: Find button after being clicked displays in a lighter color: ISF-18

19 Step Action Comment 4 After entering the search criteria, click the Find button. Should you want to clear the search fields and begin again, click on the Clear button. 5 To select a transaction, highlight it on the grid and either double-click or click the Open the grid. button at the bottom of To export the found list to a CSVformatted file (Excel ), click on the Export button. When you click the Find button, the transactions that meet your criteria will display in the grid on the page. Note: If there is only a single result, the Header page of the transaction will display directly. If there are a number of results, you can use the scrollbar to find the correct transaction. When you click Open (or double-click on a line), the Header page will display. When you click Export, a Browser pop-up screen displays to proceed with the exporting of the file: ISF-19

20 Header page: Step Action Comment 6 You may access any page of data by clicking on the tabs along the top of the page. For more information about the individual tab pages, see the documentation for the individual tab page section. Bottom of the ISF Header Page: ISF-20

21 Kewill ISF > Processing a Transaction > Find and Export How to Find and Export to a CSV-formatted File How to Find and Export to CSV file Overview The Export feature allows you to select ISF s and export them to an Excel file (e.g., CSV-formatted file). To initiate the export of data, select the transactions on the Find ISF page, click the Export button at the bottom of the page. The application will create a CSV-formatted file with the data extracted. Note to Internet Explorer users: If you use Internet Explorer as your browser, you must set up the ISF website as a Trusted Site so that your computer s security will allow for the download of data from ISF to your PC. Otherwise, you will get a warning when you try to download data. If you use Firefox as your browser, you do NOT have to perform these steps. [See Enabling the CSV Download for Internet Explorer section in ISF Getting Started.] ISF-21

22 Procedures The table below describes how to find and export ISF s to a CSV-formatted file. Step Action Comment 1 Click on the Find ISF icon from the Opening page or select Find ISF from the File drop-down menu. The Find ISF page will display. Select a Transaction search parameter fields: Step Action Comment 2 Enter whatever search criteria you need in order to find the transaction(s) you want to export. Then click the Find button. The Results of your search will display in the grid at the bottom half of the page. ISF-22

23 Find ISF Page with Results: Step Action Comment 3 To export the results to a CSVformatted file (Excel ), click on the Export button. When you click Export, a Browser pop-up screen displays to allow you to proceed with the exporting of the file. Note to Internet Explorer users: If you use Internet Explorer as your browser, you must set up the ISF website as a Trusted Site so that your computer s security will allow for the download of data from ISF to your PC. Otherwise, you will get a warning when you try to download data. If you use Firefox as your browser, you do NOT have to perform these steps. [See Enabling the CSV Download for Internet Explorer section in ISF Getting Started.] ISF-23

24 Browser pop-up: Step Action Comment 4 To open the file with Excel, click on OK. To save the file, click on Save File and then OK. When you click on OK, your Excel application will open with the Results data. If you click on Save File, the file will be saved instead of opened. ISF-24

25 Sample of Spreadsheet: ISF-25

26 Kewill ISF > Processing a Transaction > Deleting an ISF Transaction Deleting an ISF Transaction Deleting an ISF Transaction Overview You may delete a transaction only if you have the Security Preference ability to delete transactions (e.g., Security Preference = CAN_DELETE = Y). Otherwise, you will not be able to delete ISF transactions. To delete a transaction, you first view the transaction, and then click the Delete icon. Procedures The table below describes how to delete an ISF transaction. ISF-26

27 Step Action Comment 1 Find the ISF transaction and display it. When you find the ISF transaction, the Header page will display. Header page: Step Action Comment 2 To delete the transaction, click the Delete icon from the icon toolbar at the top of the page. Or select Delete ISF from the File Menu. When you click the Delete icon, the Confirm ISF Delete popup will display. ISF-27

28 Confirm ISF Delete popup: Delete ISF An ISF can be deleted if it has not been accepted by Customs. If it has been sent to Customs, you can delete the transaction but an ABI Message will be created for the delete. (Message: The ISF has already been sent to Customs. A delete transaction will be sent to Customs. After a deletion, the ISF Status code will be set to Deleted. Note: You cannot make any changes to a transaction with a Deleted status. Step Action Comment 3 To delete the transaction, click the OK button on the Confirm ISF Delete popup window. When you click the OK button, the transaction will be deleted. ISF-28

29 Kewill ISF > Processing a Transaction > Header Page Overview Header Page Overview Header Page Overview Overview The Header page contains the major pieces of information required by CBP for the Importer Security Filing. The Header page displays when you click on the New icon from the opening page, select New ISF from the File drop-down menu, or when you find an existing transaction. From the Header page, you can access the following pop-up windows: 1. Containers pop-up window 2. Bills of Lading pop-up window 3. Copy From EDI pop-up window 4. Copy From ISF pop-up window ISF-29

30 [For detail on each field, see the Header Page Detail section of the documentation.] Procedures The table below describes how to fill out the Header page. Step Action Comment 1 Click on the New icon from the opening page or select New ISF from the File drop-down menu. 2 Select the Shipment Type from the drop-down list. 3 Select the correct Action Reason for the transaction. Valid Action Reasons are: CT Compliant Transaction FR Flexible Range FT Flexible Timing FX Flexible Range & Timing TB To be Determined The Header tab page will display. The Shipment Type determines which fields are required or optional. In addition to filing a Compliant Transaction (CT), the interim final rule for ISF enabled the use of flexibility in the reporting of the ISF information. There are three (3) types of flexibility: Flexible Range (FR), Flexible Timing (FT), or Flexible Range & Timing (FX). These are used when you do not know the exact value for the tariff, country of origin, manufacturer or Ship-to Party at the time of the original filing, or when the consolidator or stuffing location is not known at the time of original filing. Note: CBP expects that this data, once known, will be sent to CBP prior to arrival of the vessel. 4 Enter the Master and/or the House bill number. The House bill is required if the Master bill field is left blank. Note that CBP requires the number of the bill of lading at the lowest level (i.e., the regular straight/ simple bill of lading or house bill of lading). 5 Click on the Containers button to enter Containers detail. When you click on the Containers button, the Containers pop-up will display. [For more information about the Container page, see the Container section.] 6 Click on the Bills of Lading Lading detail. button to enter Bills of When you click on the Bills of Lading button, the Bills of Lading pop-up will display. [For more information about the Bills of Lading page, see the Bills of Lading section.] ISF-30

31 Step Action Comment 7 Click on the IE, TE or FROB Shipment box, if applicable. 8 In the ISF Importer field, enter the Importer account code. 9 At the bottom of the ISF Importer box are two buttons that allow you to copy ISF information from previous ISF transactions: Copy from EDI Click on this button if you would like to copy the ISF data from an existing EDI file. Copy from ISF Click on this button if you would like to copy the ISF data from an existing ISF. 10 In the Seller field, enter the Seller account code. 11 In the Buyer field, enter the Buyer account code. 12 In the Container Stuffing Location field, enter the Container Stuffing Location code. 13 In the Consolidator/Stuffer field, enter the Consolidator/Stuffer account code. 14 In the Ship To/Deliver To field, enter the Ship To/Delivery To account code. 15 In the Consignee field, enter the Consignee account code. 16 In the Booking Party field, enter the booking party account code. 17 The information at the bottom of the page is optional. This includes: Carrier Vessel Name Voyage P.O. Number Booking Number This will change the required fields, as to what will or won t be sent to Customs. This is a required field for all shipment types. You have the option of copying ISF data from previously processed files, either from EDI or from an existing ISF transaction. For more information on the Copy from EDI capability, see the ISF EDI Uploading section of the documentation. For more information on the Copy from ISF capability, see the Copy from ISF section of the documentation. This is a required field, if the shipment is not an IE or TE shipment. This is a required field, if the shipment is not an IE or TE shipment. This is a required field, if the shipment is not an IE or TE shipment. This is a required field, if the shipment is not an IE or TE shipment. This is a required field for all shipment types. This is a required field, if the shipment is not an IE or TE shipment. This is a required field only if the shipment is an IE or TE shipment. Otherwise, the field will be inaccessible (e.g., grayed out). The fields at the bottom of the page are not required. ISF-31

32 Step Action Comment Port of Lading Port of Unlading Place of Delivery Port of Entry Mode of Transportation Estimated Loading Date Estimated Sailing Date Estimated Arrival Date 18 When you have entered all the data on the Header page, click the Next icon to proceed to the Lines page. When you click on Next, the application will save the data entered on the page. When you go back to the Header page after leaving it, the ISF number will display. Note: The ISF Number (ISF No. field) is assigned when you Save the transaction. ISF-32

33 Kewill ISF > Processing a Transaction > Header Page Overview > Header Page Detail Header Page Detail Header Page Detail Overview From the Header page, you can access the following pop-up windows: Copy From EDI pop-up window Copy From ISF pop-up window Containers pop-up window Bills of Lading pop-up window Procedures The table below describes the field-level detail on the Header page. ISF-33

34 Field Name Data Entry Comment ISF No. No data entry allowed. The ISF number is assigned when you save the data (either by clicking the Save icon or by clicking the Next to move to the next page. icon Shipment Type In the Shipment Type field, select the Shipment Type from the drop-down menu The number will display in this field and on the file tab at the top of the page. The Shipment Type determines which fields are required or optional. Valid choices for Shipment Type are: 01 - Standard or Regular Filings 02 -To-Order Shipments 03 - HHG/PE (Household goods/ personal effects) 04 Military or Government 05 Diplomatic Shipment 06 Carnet 07 - US Returned Goods 08 FTZ Shipment 09 International Mail Shipment 11 - Informal Action Reason The default value is based on how your Security Administration preferences are set up in regard to this user. To change the default value, clear the field and type the correct Action Reason or select the correct Action Reason for the transaction from the drop-down list. Valid Action Reasons are: CT Compliant Transaction FR Flexible Range FT Flexible Timing FX Flexible Range Timing TB To be Determined In addition to filing a Compliant Transaction (CT), the interim final rule for ISF enabled the use of flexibility in the reporting of the ISF information. There are three (3) types of flexibility: Flexible Range (FR), Flexible Timing (FT) and Flexible Range & Timing (FX). FR-Flexible Range This is used when you do not know the exact value for the tariff, country of origin, manufacturer or Ship-to Party at the time of the original filing. For example, if you typically source a product from 3 different manufacturers. In such a case you might not know which one the shipment came from when you are trying to file the ISF, so you could file it as FR. Once you know the correct manufacturer, you will have to delete ISF-34

35 Field Name Data Entry Comment the extra Manufacturers and resend the ISF as a Compliant Transaction (CT). This must be updated prior to arrival of the vessel. FT-Flexible Timing This is used when the Consolidator and/or Stuffing Location is not known at the time of the original filing. CBP expects that this data, once known, will be sent to CBP prior to arrival of the vessel. FX-Flexible Range & Timing This is used when the Consolidator and/or Stuffing Location are not known or the Arrival Date is missing at the time of the original filing (Note: An estimated arrival date must be entered). CBP expects that missing data, once known, will be sent to CBP within 24 hours of arrival. Master Bill Enter the Master bill of lading number. The security filing must be filled at the lowest bill level. If there is a house bill then the house bill number must be entered. House Bill Enter the House bill. The House bill is required if the Master bill field is left blank. Note that CBP requires the number of the bill of lading at the lowest level (i.e., the regular straight/ simple bill of lading or house bill of lading). Containers button To access the Containers window, click on the Containers button to enter the Container details. [For more information, see the Containers section.] Bills of Lading button To access the Bills of Lading window in order to enter multiple bills of lading, click the Bills of Lading button. [For more information, see the BOL s section.] CBP Trans. No. No data entry required. This transaction number will be updated by the application when the information is returned by CBP. New Transaction No data entry allowed. The logging date and time will be updated automatically by the system. ISF-35

36 Field Name Data Entry Comment IE, TE or FROB Shipment checkbox If the shipment is an IE, TE or FROB shipment (e.g., Immediate Export, Transportation & Exportation, or Freight Remaining on Board), click the checkbox. Checking this box will cause the background color of the required fields to change, indicating which fields are to be sent (e.g., required) or not sent to Customs. When this check box is checked, the Carriers are considered the Importers and the SCAC code will default in the Importer box instead of the Importer s IRS number. ISF Importer Enter the Importer account code. If there is only one record in the Subscriber/Importer table for the user, the Importer will default into the field. When a code is entered, a look-up is done to the Subscriber/Importer table. The user can only select from the list of importers that have been set up for the Subscriber. Note: You cannot modify the name/ address for the Importer. Copy From EDI button Copy From ISF button Importer of Record Click this Copy From EDI button to bring EDI uploaded data into the ISF. Click this Copy From ISF button to copy the data of an existing ISF into the new ISF. Enter the Importer of record account code. When you click on the Copy from EDI button, the Copy From EDI selection popup will display. The page will allow you to select the correct EDI transaction from the list of available EDI s. [Click here for more information on creating a New ISF from an EDI Upload.] When you click on the Copy from ISF button, the Copy From ISF popup will display. The pop-up will allow you to select the portions of the ISF data from you would like to copy into the new ISF transaction. [Click here for more information on creating a New ISF from an existing ISF.] If there is only one record in the Subscriber/Importer table for the user, the Importer will default into the field. When a code is entered, a look-up is done to the Subscriber/Importer table. The user can only select from the list of importers that have been set up for the Subscriber. Note: You cannot modify the name/ address for the Importer. ISF-36

37 Field Name Data Entry Comment Edit Importer of Record pop-up: Ship To/ Deliver To Enter the Ship To/Delivery To account code. Requirement: This is a required field for all transaction types. The lookup is to the Commercial Entity table showing only the entities for the selected Importer where the Is Ship To field is set to Y. If the Ship To/Deliver To account is not found or you have multiples, you can enter the Commercial Entity Name and Address through the Edit/Add button. When you click on the button, the Edit Ship To/Deliver To pop-up will display. ISF-37

38 Field Name Data Entry Comment Edit Ship To/Deliver To pop-up: Seller Enter the Seller account code. Requirement: This is a required field, if the shipment is not an IE, TE or FROB shipment. The lookup is to the Commercial Entity table showing only the entities for the selected Importer where the Is Seller field is set to Y. If the Seller account is not found or you have multiples, you can enter the Commercial Entity Name and Address through the Edit/Add button. The Edit Seller pop-up will display. ISF-38

39 Field Name Data Entry Comment Edit Seller pop-up: Container Stuffing Location Enter the Container Stuffing Location code. Requirement: This is a required field, if the shipment is not an IE, TE or FROB shipment. The lookup is to the Commercial Entity table showing only the entities for the selected Importer where the Is Stuffing Loc field is set to Y. If the Container Stuffing Location account is not found or you have multiples, you can enter the Commercial Entity Name and Address through the Edit/Add button. When you click on the button, the Edit Container Stuffing Location pop-up will display. ISF-39

40 Field Name Data Entry Comment Edit Container Stuffing Location pop-up: Consignee Enter the Consignee account code. Requirement: This is a required field, if the shipment is not an IE, TE or FROB shipment. The default information is the Buyer, if it is filled in; otherwise, the default values will come from the Ship To/Deliver To data. The lookup is to the Commercial Entity table showing only the entities for the selected Importer where the Is Consignee field is set to Y. If the Consignee account is not found or you have multiple Consignees, you can enter the Commercial Entity Name and Address through the Edit/Add button. When you click on the button, the Edit Consignee pop-up will display. ISF-40

41 Field Name Data Entry Comment Edit Consignee pop-up: Buyer Enter the Buyer account code. Requirement: This is a required field, if the shipment is not an IE, TE or FROB shipment. The lookup is to the Commercial Entity table showing only the entities for the selected Importer where the Is Buyer field is set to Y. If the Buyer account is not found or you have multiples, you can enter the Commercial Entity Name and Address through the Edit/Add button. When you click on the button, the Edit Buyer pop-up will display. ISF-41

42 Field Name Data Entry Comment Edit Buyer pop-up: Consolidator/ Stuffer Enter the Consolidator/Stuffer account code. Requirement: This is a required field, if the shipment is not an IE, TE or FROB shipment. The lookup is to the Commercial Entity table showing only the entities for the selected Importer where the Is Consolidator field is set to Y. If the Consolidator/Stuffer account is not found or you have multiples, you can enter the Commercial Entity Name and Address through the Edit/Add button. When you click on the button, the Edit Consolidator/Stuffer pop-up will display. ISF-42

43 Field Name Data Entry Comment Edit Consolidator/Stuffer pop-up: Booking Party Enter the booking party account code. Requirement: This is a required field only if the shipment is an IE, TE or FROB shipment. Otherwise, the field will be inaccessible (e.g., greyed out). The lookup is to the Commercial Entity table showing only the entities for the selected Importer where the Is Booking Party field is set to Y. If the Booking Party account is not found, you can enter the Commercial Entity Name and Address through the Edit/Add button. When you click on the button, the Edit Booking Party pop-up will display. ISF-43

44 Field Name Data Entry Comment Edit Booking Party pop-up: Bottom of Header Page: Field Name Data Entry Comment Carrier Enter the carrier code. This is an optional field. If entered, it must be a valid carrier code and will be sent to Customs. Note: The SCAC Carrier code entered will be validated by the application. Vessel Name Enter the vessel name. This is an optional field. If entered, it is for reference purposes only and will not be sent to Customs. ISF-44

45 Voyage Enter the voyage number. This is an optional field. If entered, it is for reference purposes only and will not be sent to Customs. P.O. No. Enter the purchase order number. This is an optional field for the purchase order information. If entered, it allows you to search for the transaction by purchase order number on the Find ISF page. Booking No. Enter the booking number. This is an optional field for the booking number information.. If entered, it allows you to search for the transaction by booking number on the Find ISF page. Port of Lading Enter the port of lading. This is an optional field. If entered, it must be a valid port code. Port of Unlading Place of Delivery In the drop-down field, select whether the Port of Lading code will be the Schedule K code or the U.N. Location Code. Then enter the port of unlading code associated with the type. In the drop-down field, select whether the Port of Lading code will be the Schedule K code or the U.N. Location This field is only enabled if the shipment is an IE or TE shipment. Otherwise, the field will be greyed out. If entered, it must be a valid port code. If you selected Schedule K, then the port code should be a valid Schedule K port code. If you selected U.N. Location, then the port code should be a valid U.N. port code. Note: Kewill has been informed by Customs that their U.N. Location Codes table is not up to date with the United Nations Code for Trade and Transport Locations (available at ) If you experience Customs rejections due to invalid Place of Delivery and/or Port of Unlading codes, Kewill advises you to check with your ABI Client Representative to verify that the U.N. Location code you are trying to use is available on Customs system. The ABI Client Representative may be able to suggest to you an alternate code you may use for the transaction. Alternatively, you could report the location using a Schedule K number instead of the U.N. Location Code. This field is only enabled if the shipment is an IE or TE shipment. Otherwise, the field will be greyed out. If entered, it must be a ISF-45

46 Code. Then enter the place of delivery port code associated with the type. valid port code. If you selected Schedule K, then the port code should be a valid Schedule K port code. If you selected U.N. Location, then the port code should be a valid U.N. port code. Note: Kewill has been informed by Customs that their U.N. Location Codes table is not up to date with the United Nations Code for Trade and Transport Locations (available at ) If you experience Customs rejections due to invalid Place of Delivery and/or Port of Unlading codes, Kewill advises you to check with your ABI Client Representative to verify that the U.N. Location code you are trying to use is available on Customs system. The ABI Client Representative may be able to suggest to you an alternate code you may use for the transaction. Alternatively, you could report the location using a Schedule K number instead of the U.N. Location Code. Port of Entry Enter the port of entry. This is an optional field. If entered, it must be a valid U.S. district port code. Trans. Mode Enter the Mode of Transportation. This is an optional field. If entered, it will be sent to Customs. Est. Loading Date Enter the estimated date and time of loading or select the date by clicking on the Calendar icon. This is an optional field and will be for reference purposes only and will not be sent to Customs. In last field, enter or select the time zone code. Est. Sailing Date Enter the estimated sailing date and time or select the date by clicking on the Calendar icon. This is an optional field and will be for reference purposes only and will not be sent to Customs. In last field, enter or select the time zone code. Est. Arrival Date Enter the estimated date of arrival and time or select the date by clicking on the Calendar icon. This is the estimated arrival date. ISF-46

47 In last field, enter or select the time zone code. Header page, after save: After Save Note the following changes to the page: ISF Number is assigned and displayed in the ISF No. field. CBP Trans. No. is displayed followed by any status details. These status notes will be updated as the transaction is completed and sent to CBP. Note: The tabs along the top of the page don t display until AFTER the Next arrow icon is pressed. Map Feature As an added feature on the Edit/Add popup screens for the commercial entity parties, a Map feature has been added. You can click the Map button to pull up a map to see the location of the entity s offices, based on the zip code and/or address. [See sample map below.] ISF-47

48 Sample Map: ISF-48

49 Kewill ISF > Processing a Transaction > Header Page > How to Enter Container Information How to Enter Container Information Containers Containers page The Containers page allows you to enter your container data for one or more container(s) associated with a transaction. The container number(s) and sizes are optional information in terms of reporting the ISF to Customs. However, it may be useful when trying to locate an ISF or to feed the information to another application (such as Kewill Customs or Kewill Alliance). Procedures The table below describes how to enter Container data for a transaction. ISF-49

50 Header Page: Step Action Comment 1 On the Header page, click on the Containers button. The Containers pop-up window will display. ISF-50

51 Containers page: Step Action Comment 2 Click the Add button to begin adding the Container information. When you click on the Add button, the Container line will become activated and you can enter the data. Note: To delete a Container line, click the Delete button. 3 In the Container data fields, enter the following data: Container number Equipment code Container Size When you enter the data, it will be displayed in the fields of the grid. Container No. Usually this number is preceded by the SCAC alpha prefix, and then is six digits, plus a check digit, if known. Equipment Code Two character code. If Container-related data is submitted as part of the ISF Message, then the Equipment Code is mandatory. Container Size Select the size from the drop-down list. This is optional information. ISF-51

52 Step Action Comment 4 When you have completed the entry of the container information, click the Add button to enter another container. 5 When you have added all the Container information for the transaction, click the OK button. When you click OK, the Header page will re-display. ISF-52

53 Kewill ISF > Processing a Transaction > Header Page > How to Enter Multiple Bills of Lading How to Enter Bills of Lading Information Bills of Lading Bills of Lading page The Bills of Lading page allows you to enter your bill of lading data for one or more bills of lading associated with a regular shipment (e.g., not for T&E or IE shipments).the Master Bill number(s), House Bill number(s), and SubHouse Bill number can be entered on this page. Procedures The table below describes how to enter Bill of Lading data for a transaction. ISF-53

54 Header Page: Step Action Comment 1 On the Header page, click on the Bills of Lading button. The Bills of Lading pop-up window will display. ISF-54

55 Bills of Lading page: Step Action Comment 2 Click the Add button to begin adding the Bill of Lading number. When you click on the Add button, the Bill of Lading line will become activated and you can enter the data. Note: To delete a line, click the Delete button. 3 In the Bill of Lading data fields, enter the following data: Master Bill number House Bill SubHouse Bill When you enter the data, it will be displayed in the fields of the grid. The Master Bill and House Bill numbers are preceded by the SCAC code. The SubHouse Bill number is for reference purposes only and will not be sent to CBP. 4 When you have completed the entry of the BOL information, click the Add button to enter another Bill of Lading. 5 When you have added all the BOL information for the transaction, click the When you click OK, the Header page will ISF-55

56 Step Action Comment OK button. re-display. ISF-56

57 Kewill ISF > Processing a Transaction > Header Page > Copy from ISF Copy From ISF Copy from ISF Overview The Copy from ISF capability allows you to save data entry time by copying the ISF information from an existing ISF into a new ISF. The Copy From ISF process goes through the following four steps after you have entered a valid and active ISF Importer code and clicked on the Copy From ISF button. 1. If the Copy Header box is checked, the Header information at the bottom of the Header page is copied into the new ISF. In addition, the Shipment Type, Action Reason and IE/TE or FROB Shipment settings will also be copied. 2. If the Copy Parties box is checked, the Copy function first removes the Commercial Entities/parties that are shown on the Header page and then copies the Commercial Entities/ parties from the existing ISF. ISF-57

58 Note: If there are any missing (blank) entities copied from the existing ISF, these will be filled in by the default Commercial Entity data from the ISF Importer, if the entity is a single entity (multiple entities will not default). 3. If Copy Lines has been checked, any Line data on the Lines page will be removed and the data will be populated from the copied ISF, including the Manufacturer information. 4. The Status page is updated with a new Event #23 (Copied from ISF). Note: If an ISF Importer account is set to Inactive (e.g., the Is Active checkbox in Importer Maintenance has been left blank ), you will not be allowed to enter the Importer code, nor can you use the Copy From ISF functionality with an inactive ISF Importer. Note: Copying to a new ISF can only be done once that is, you cannot copy two or more ISF s into a single ISF; however, the data from an existing ISF transaction can be copied to as many new ISF s, as needed. Procedures The table below describes how to copy the ISF information from an existing ISF into a new ISF. Step Action Comment 7 Click on the New icon from the opening page or select New ISF from the File drop-down menu. 8 If the default Shipment Type is not correct, select the correct Shipment Type from the drop-down list. 9 If the default Action Reason is not correct, select the correct Action Reason for the transaction. Valid Action Reasons are: CT Compliant Transaction FR Flexible Range FT Flexible Timing FX Flexible Range & Timing TB To be Determined The Header tab page will display. The Shipment Type determines which Entity fields are required or optional. In addition to filing a Compliant Transaction (CT), the interim final rule for ISF enabled the use of flexibility in the reporting of the ISF information. There are three (3) types of flexibility: Flexible Range (FR), Flexible Timing (FT), or Flexible Range & Timing (FX). These are used when you do not know the exact value for the tariff, country of origin, manufacturer or Ship-to Party at the time of the original filing, or when the consolidator or stuffing location is not known at the time of original filing. Note: CBP expects that this data, once known, will be sent to CBP prior to arrival ISF-58

59 Step Action Comment of the vessel. 10 Enter the Master and/or the House bill number. The House bill is required if the Master bill field is left blank. Note that CBP requires the number of the bill of lading at the lowest level (i.e., the regular straight/ simple bill of lading or house bill of lading). 11 Click on the Containers button to enter Containers detail. When you click on the Containers button, the Containers pop-up will display. [For more information about the Container page, see the Container section.] 12 Click on the Bills of Lading Lading detail. button to enter Bills of 13 Click on the IE, TE or FROB Shipment box, if applicable. 14 In the ISF Importer field, enter the Importer account code. When you click on the Bills of Lading button, the Bills of Lading pop-up will display. [For more information about the Bills of Lading page, see the Bills of Lading section.] This will change the required fields, as to what will or won t be sent to Customs. This is a required field for all shipment types. Note: If the ISF Importer account is not set to Is Active (e.g., the Is Active checkbox must be checked), then it is considered an Inactive account and cannot be used. 15 To copy ISF data from a previously entered ISF, click the Copy From ISF button. You have the option of copying ISF data from previously processed ISF s. When you click the Copy From ISF button, the Copy From ISF popup displays. ISF-59

60 Copy From ISF pop-up: Step Action Comment 16 In the Copy From ISF No. box, enter the ISF transaction number whose information you will be copying to the new ISF. If you do not know the exact ISF number, click on the Info icon to search for the correct ISF transaction. 17 If you do not want to copy the Header information from the existing ISF, click the checkbox to remove the check from the Copy Header checkbox. 18 If you do not want to copy the Entity Parties information from the existing ISF, click the checkbox to remove the check from the Copy Parties checkbox. 19 If you do not want to copy the ISF Lines information from the existing ISF, click the checkbox to remove the check from the Copy Lines checkbox. If you do not know the exact ISF number and click on the Info icon, the Find ISF to Copy page will display. It is similar to the Find ISF function, allowing you to enter parameters to find the correct ISF, based on the information you know about it. [See the list below for information that IS copied from ISF Header.] [See the list below for information that is NOT copied from ISF Header.] [See the list below for information that IS copied from ISF Entity Parties.] [See the list below for information that is NOT copied from ISF Entity Parties.] [See the list below for information that IS copied from ISF Lines.] [See the list below for information that is NOT copied from ISF Lines.] 20 Click the OK button to begin the copy. When you click on OK the copying of information will take place. 21 Proceed through the Tab pages to enter any missing information and to make any necessary changes to incorrect data. ISF-60

61 Step Action Comment 22 On the Send page, click on Validate to make sure all the information required has been entered and is valid. 23 After the ISF has been sent to Customs, the Status tab page will be updated. See the sample Status page below for ISF Copy transactions. Sample Status Page for a Copied ISF: ISF Status Page Note the status Events message that is specific to copied ISF s: Event 23 - ISF Copied to ISF Note: When you highlight the Event 23 ISF Copied to ISF in the Events grid, in the Notes section of the page at the bottom, you will more detailed information about the copy, including the ISF number the data was copied from and the parameters of the copy: Header, Entities and Lines. ISF-61

62 Fields copied from Existing ISF Transaction record: ISF Header Fields copied ISF Entity Fields The following fields are copied from the ISF Header: IS_IE_TE ISF_SHIPMENT_TYPE SCAC_CD MOT_CD BOOKING_NBR VESSEL_CD VESSEL_NAME VOYAGE_NBR PORT_LADING_SEQ_NBR, PORT_LADING_CD PORT_UNLADING_SEQ_NBR PORT_UNLADING_CD PORT_DELIVERY_SEQ_NBR PORT_DELIVERY_CD PORT_ENTRY_CD PO_NBR PASSPORT_NBR BIRTH_DATE COUNTRY_PASSPORT_CD BOND_HOLDER IT_NO BOND_SURETY IS_FTZ PORT_UNLADING_TYPE_CD PORT_DELIVERY_TYPE_CD US_PORT_IMPORT_CD ACTION_REASON_CD BOND_TYPE_CD BOND_ACTIVITY_CD The following fields are copied from ISF Entity: ISF-62 Copyright by Kewill Inc.

63 copied PARTY_SEQ_NBR PARTY_ACCT_CD PARTY_TYPE_CD PARTY_NAME SECOND_NAME SECOND_NAME_TYPE_CD ADDRESS_1 ADDRESS_2 CITY COUNTRY_SUBENTITY_CD POSTAL_CD COUNTRY_CD IRS_NBR DUNS_NBR FIRMS_CD MID PASSPORT_NBR BIRTH_DATE COUNTRY_PASSPORT_CD ISF Lines Fields copied The following fields are copied from ISF Lines: ISF_LINE_NBR PART_SEQ_NBR PARTS_IMPORTER_CD ASSEMBLER PART_CD MANUFACTURER_SEQ_NBR TARIFF_NBR COUNTRY_ORIGIN_CD CI_NBR CI_LINE_NBR PO_NBR PO_LINE_NBR SELLER_SEQ_NBR ISF-63 Copyright by Kewill Inc.

64 Fields NOT copied from Existing ISF Transaction record: ISF Header Fields NOT copied The following fields are NOT copied from the ISF Header: SUBSCRIBER_SEQ_NBR IMPORTER_SEQ_NBR IMPORTER_ACCT_CD BROKER_SEQ_NBR ISF_TX_NBR COPY_ISF_SEQ_NBR COPY_TYPE_CD BROKER_FILER_CD ENTRY_NBR BROKER_REF_NO STATUS_CD STATUS_CHANGED_BY STATUS_CHANGED_DATE CREATED_BY CREATED_DATE CREATOR_SUBSCRIBER_SEQ_NBR MODIFIED_BY MODIFIED_DATE MODIFY_SUBSCRIBER_SEQ_NBR OWNER_SUBSCRIBER_SEQ_NBR ISF_BOND_INDICATOR BOND_NO BOND_REF_NO ISF-64 Copyright by Kewill Inc.

65 WAIT_FOR_CUSTOMS VERSION COMPANY_SUBSCRIBER_SEQ_NBR WAS_FLEXIBLE_RANGE WAS_FLEXIBLE_TIMING ISF Entity Fields NOT copied The following fields are not copied from ISF Entity: CREATED_BY CREATED_DATE MODIFIED_BY MODIFIED_DATE DISPLAY_ORDER_SEQ_NBR ISF Lines Fields NOT copied The following fields are not copied from ISF Lines: CREATED_BY CREATED_DATE MODIFIED_BY MODIFIED_DATE ISF-65 Copyright by Kewill Inc.

66 Kewill ISF > Processing a Transaction > Lines Tab Page Lines Tab Page Overview Lines Page Lines Page The Lines page lets you enter the Commercial Lines detail, including the line information, tariff, part number, and purchase order information. [See the Lines Page Field Detail section for detailed information on each field.] Lines section The Lines section of the documentation includes: Lines Page Field Detail Procedures The table below describes the steps for filling out the Lines page. ISF-66 Copyright by Kewill Inc.

67 Step Data Entry Comment 1 Click the Next Header page. button from the When you click the Next button from the Header page, the Lines page displays. 2 To begin, click the Add button to activate the Line Item data fields. When you click the Add button the Line fields will be activated and you can begin entering the data. 3 In the Lines Item section, enter the line detail. 4 In the Manufacturer/Supplier section, enter the MID or Supplier code. To edit the MID/Supplier information, Look-ups to code tables can be done for any field followed by an Info icon. Click on the icon to search the data table. When you click on the Edit button, the Edit Manufacturer/Supplier popup will display. click the Edit button. Edit Manufacturer/Supplier pop-up: 5 In the Consignee section, to select a Consignee, click the checkbox in front of the Consignee listing. To select all the consignees listed, click the Select All checkbox below the grid. 6 In the Containers section, to select a Container, click the checkbox in front of the Container number. To select all the containers listed, click the Select All checkbox below the grid. The Consignee(s) entered on the Header page will default. When you click on the checkbox, a check mark will display next to the Consignees listed on the grid. The Container(s) entered on the Header page will default. When you click on the checkbox, a check mark will display next to the Container listed on the grid. ISF-67 Copyright by Kewill Inc.

68 Step Data Entry Comment 7 When you are done, click Next button to continue. When you click the Next button, the Send page will display. ISF-68 Copyright by Kewill Inc.

69 Kewill ISF > Processing a Transaction > Lines Page > Lines Field Details Lines Tab Page Detail Lines Tab Page Field Detail Lines Page The Lines page lets you enter the Line Items, the Manufacturer/Supplier, the Consignee and the Containers associated with the ISF transaction. Any information that was entered on the Header page will default to this page. Procedures The table below describes the fields on the Lines page. Field Data Entry Comment Line No. No data entry required. The line number is sequentially assigned, starting at 1. ISF-69 Copyright by Kewill Inc.

70 Field Data Entry Comment Part No. Tariff No. If a part number has been set up that would be applicable to this Line Item, enter the part number or click on the Info button to access and select from the Part table. Enter the tariff number without the hyphens, or click on the Info button to access and select from the Tariff Search. Tip on doing a search: If only the beginning numbers are known, enter them. A pop-up window appears with all valid tariff numbers starting with the entered numbers. The Part No. is an optional field. You have the option of speeding up the data entry process by maintaining part numbers that save the tariff and other detail for a particular shipment type. When you enter the Part Number, the tariff detail will default into the Tariff No field. Requirement: This field is required. Country of Origin Enter the country of origin code. The C/O will default based on the Part Number, if one was entered. P.O. No. Enter the purchase order number. This field is optional. P.O. Line No. Enter the purchase order line number. This field is optional. Comm. Inv. No. Enter the Commercial Invoice number. This field is optional. Requirement: This field is required for regular filing (but not for T&E, IE or FROB shipments). C.I. Line No. Manufacturer/ Supplier ID Edit button Enter the Commercial Invoice line number. In the Manufacturer/Supplier section, enter the MID code in the ID field. To edit the Manufacturer/Supplier name and address data, click the Edit button. This field is optional. The MID will default from the Header page, if one was entered. Requirement: This field is required for regular filing (but not for T&E, IE or FROB shipments). When you click the Edit button, the Edit Manufacturer/Supplier popup will display. ISF-70 Copyright by Kewill Inc.

71 Field Data Entry Comment Edit Manufacturer/Supplier pop-up: Consignee Containers Add/Delete buttons Back button In the Consignee section, select the Consignee(s) associated with the line. To select all the consignees on the list, click the Select All checkbox under the grid. In the Containers section, select the Container(s) where the merchandise is located. To select all the containers on the list, click the Select All checkbox under the grid. To enter another Line Item, click the Add button. To delete a Line Item, highlight the Line on the grid and click the Delete button. If you are done and would like to return to the Header page, click the Back button. If you are done and would like to continue to the Send page, click the A list of Consignees that were entered on the Header page will display in the grid. Line Consignees are optional and the information is not sent to CBP. A list of Containers that were entered on the Header page will display in the grid. Line Containers are optional and the information is not sent to CBP. When you click on the Add button, the Line Item fields will be activated and you can begin entering data for another Line Item. When you click on the Back button, the Header page will display. When you click on the Next button, the Send page will display. Next button Next page. button to proceed to the next ISF-71 Copyright by Kewill Inc.

72 Field Data Entry Comment Page Tabs For existing ISF transactions, you can use the Page Tab toolbar at the bottom of the page to move between pages. ISF-72 Copyright by Kewill Inc.

73 Kewill ISF > Processing a Transaction > Bond/ /Other Page Bond/ /Other Page Bond/ /Other Page Bond/ /Other Tab Page The Bond/ /Other page allows you to enter additional information about the ISF transaction that may be necessary for some transactions, but not for all transactions being processed. This includes Personal Effects data, Bond Information, Carnet country and Carnet number, Informal entry details, if applicable, and addresses for receipt of acceptances, rejections, Status Advisories, and re-assignments. Procedures The table below describes the fields on the Bond/ /Other page. Field Data Entry Comment Personal Effects Passport Enter the passport number of the ISF-73 This field is enabled for the following Copyright by Kewill Inc.

74 Field Data Entry Comment Importer. Passport Country Enter the passport country (for the Importer). Shipment Types: 03 - HHG/PE (Household goods/ personal effects) 05 Diplomatic Shipment 06 - Carnet This field is enabled for the following Shipment Types: 03 - HHG/PE (Household goods/ personal effects) 05 Diplomatic Shipment 06 - Carnet Birth Date Enter the birth date of the Importer. This field is enabled for the following Shipment Types: 03 - HHG/PE (Household goods/ personal effects) 05 Diplomatic Shipment 06 - Carnet Bond Information Submit Late Without Bond Bond Type Bond Activity Click in the Submit Late Without Bond checkbox to send an ISF with Submission Type 5 (ISF-10) or Submission Type 6 (ISF-5). Select the bond type from the dropdown list: 8 = Continuous Bond 9 = Single Transaction Bond Select the correct Bond Activity code from the drop-down list. The Submit Late Without Bond checkbox lets ou indicate that you are submitting an ISF without any bond detalil. Note: The Submit Late without Bond checkbox is available only on ISF s that have not yet been accepted by CBP. The Bond Type indicates whether the bond is for single transactions or if a continuous bond is on file. This is the Bond Activity and is based on the bond type selected. The valid Bond Activity codes are: <blank> - Not Specified 16 ISF Bond 01 Importer or Broker 02 Custodian of Bonded Merchandise 03 International Carrier ISF-74 Copyright by Kewill Inc.

75 Field Data Entry Comment 04 Foreign Trade Zone Operator 00 No Bond on File 99 ISF Bond (inactive code) Bond Holder Enter the Bond Holder ID (20 Characters IRS format). This is the Identification number of the party whose bond is being obligated for the Security Filing. ISF Bond Surety Enter the Bond Surety company code. This is a three (3) character code. Bond Reference No. View Importer Bond button Enter the bond reference number number. Click the View Importer Bonds button to display the current Importer Bond information. When you click on the View Importer Bonds button, the View Importer Bonds pop-up will display. Informal Shipment Subtype From the drop-down list, select one of the following shipment sub-types: 01-Section 321 shipments, see 19 USC Informal shipments, see 19 CFR General Note, 3(e) shipment, see HTSUS There are currently three shipment subtypes for Informal entry shipments. Est Value Enter the estimated value. The estimated value for an informal shipment is under $2000 USD. Est Quantity Est Weight Enter the estimated quantity and unit of measure for the quantity. Enter the estimated weight and from the drop-down list select either Kilos or Pouds as the unit of measure. This is the estimated quantity. ISF-75 Copyright by Kewill Inc.

76 Field Data Entry Comment Addresses Acceptance Rejected Status Advisory Re-Assign Enter the address(es) for ISF Filing acceptances. Enter the address(es) for rejected ISF Filings. Enter the address(es) for Status Advisories for ISF Filings. Enter the address(es) for Reassigned ISF Filings. If you enter more than one address, separate each address by a comma followed by a space. If you enter more than one address, separate each address by a comma followed by a space. If you enter more than one address, separate each address by a comma followed by a space. If you enter more than one address, separate each address by a comma followed by a space. ISF-76 Copyright by Kewill Inc.

77 Kewill ISF > Processing a Transaction > Send Page Send Tab Page Send Tab Page Overview The Send page allows you to reassign an ISF to another subscriber, if necessary, and when you have completed entering the ISF transaction data, you can validate it on the Send page before queuing it up for transmission to Customs. Procedures The tables below describes how to do the following: How to Reassign an ISF shipment to another Subscriber How to Validate and Send an ISF shipment to CBP [For a list of Validations, see the Validations section of the documentation.] ISF-77 Copyright by Kewill Inc.

78 Re-assigning the ISF Transaction to another Subscriber: Step Action Comment 1 When the transaction is complete, go to the Send page. If the transaction is to be assigned or passed along to another subscriber, enter the Subscriber ID in the Assign ISF To field. If the ISF is not going to be re-assigned, leave it blank or skip the field. If you are set up so that your origin offices or foreign freight forwarders start the transaction but will not complete it, the ISF must be reassigned to another subscriber, usually the broker. The broker would then review the transaction and send it to CBP when it is complete. To reassign the ISF transaction to another subscriber, enter the correct Subscriber ID in the Assign ISF To field. Validating and Sending the ISF Transaction to CBP: Step Action Comment 2 When the transaction is complete, go to the Send page and click the Validate button. When you click the Validate button, the application will make sure that all the required information has been entered. Any errors or missing data will be detailed in the Validations grid of the Send page. ISF-78 Copyright by Kewill Inc.

79 Send Page with Validations page: Step Action Comment 3 Review and correct any errors listed in the Validations grid. [A list of the Validation errors can be found in the List of Validations section of the documentation.] When you are done re-validate the transaction by clicking on the Validate button again. 4 When the transaction is complete and no more errors have been found, click on the Send to Customs The Send to Customs button will only display and allow access when all validation errors have been corrected. button. ISF-79 Copyright by Kewill Inc.

80 Send tab page: Send Page after Transaction has been Sent to Customs After you click the Send to Customs out until a response is received from Customs. button, it will be grayed You may view the Status messages by clicking the Status bottom of the page to go to the Status page. tab at the ISF-80 Copyright by Kewill Inc.

81 Kewill ISF > Processing a Transaction > Send Page > List of Validations List of ISF Validations List of Validations Overview When you have completed entering the ISF transaction data, you must validate it before sending it to Customs. The list below describes the validations that are run on the data before it can be sent to CBP. [For a complete list of ISF Validations, see ISF Validation Messages.] Parties The following are the party codes used in the table below: IM = Importer of Record CN = Consignee MF = Manufacturer/Supplier SE = Seller ISF-81 Copyright by Kewill Inc.

82 BY = Buyer ST = Ship To/Deliver To LG = Scheduled Container Stuffing Location CS = Consolidator/Stuffer BKP = Booking Party (only used for T&E and IE transactions, e.g., inbond movements). Validation # Title Description 101 Zip Code / State Combination invalid for US Address. This validation is run for all parties in ISF Entity where the Country code is US. The zip code format for US zip codes are: NNNNN NNNNNNNNN NNNNN-NNNN Where N is a number. 102 Zip Code / Province Combination invalid for Canadian Address. This validation is run for all parties in ISF Entity where the Country code is CA. The zip code format for Canada: ANA NAN Where A = a character A to Z Where N = a digit 0 to 9 With a <blank> in position Missing Required Entity. If the transaction is not for T&E or IE, then the following parties are required: MF, SE, BY, ST, and CN. If the transaction is for T&E or IE, then the following parties are required: BKP and ST. ISF-82 Copyright by Kewill Inc.

83 Validation # Title Description 104 Missing Name, Address, City or Country For the following parties: MF, SE, BY, ST, LG, CS, BKP, if a DUNS Number has been entered then this validation will not be run since the DUNS number will be sent instead of the Name and Address. For the ST (Ship To) Party: If a FIRMS code has been entered, this validation will not be run since the FIRMS code will be sent instead of the Name and Address. 105 Tariff not in effect for dates specified. This validation is run for each of the Line records. The lookup date is set to the Sailing Date if it is filled in; otherwise, the validation uses the Loading Date; and if that is also blank, then it uses the System Date. 106 ISF Importer is Required. The validation checks to make sure the ISF Importer has been entered. 107 Bond Holder is Required. The validation checks to make certain the Bond Holder has been entered. 108 Missing Entity If the Container Stuffing and/or Consolidators are missing, it is a Warning. If the transaction is for T&E or IE, then the LG (Container Stuffing) and CS (Consolidator Stuffers) parties are required. 109 Master SCAC, Master Bill, House SCAC and House Bill, Already Exist. There cannot be more than one Bill of Lading with the same Master and House. 110 Invalid Container Number Format Position 5 20 of the Container Number must be numeric. 111 At least 1 ISF Line is Required. You must enter at least one line item. 112 Carrier Code is Missing. (Warning) The SCAC code on the Header page cannot be blank. 113 Master/House cannot contain special characters. The Master Bill number and the House Bill number can only contain letters and numbers. 114 Invalid DUNS Number Format. The DUNS number can only be either nine (9) or thirteen (13) digits. ISF-83 Copyright by Kewill Inc.

84 Validation # Title Description 115 Postal Code is Required. For the following parties: MF, SE, BY, ST, LG, CS, BKP, if a DUNS Number has been entered then this validation will not be run since the DUNS number will be sent instead of the Name and Address. For the ST (Ship To) Party: If a FIRMS code has been entered, this validation will not be run since the FIRMS code will be sent instead of the Name and Address. 116 Missing Tariff No., Country, or Manufacturer s Info This is a Fatal Validation error indicating that either the tariff number, country code, or MID info is missing. 117 Missing Tariff No. This is a Fatal Validation error indicating that the tariff number is missing. 118 Invalid ISF Bond Holder Format The ISF Bond Holder must be in a valid IRS format: NN-NNNNNNNXX YYDDPP-NNNNN NNN-NN-NNNN 119 Missing Bond Holder. This validation was modified to remove the logic relating to Bond Number and to change the description from Missing Bond Holder or Bond Number to simply Missing Bond Holder. 120 Missing Surety Code. This validation was modified because the Surety Code is required when the Bond Activity Code is 01 (Importer or Broker) and the ISF Bond Type is 9 (Single Transaction Bond). 121 Missing House or Ocean Bill of Lading 122 Consignee Requires an IRS number or Passport number. This validation checks that the House or Ocean Bill of Lading number(s) have been entered. If not, it is a fatal error and the ISF cannot be sent. This validation checks that the there is either an IRS number or Passport Number for the Consignee on a Household Goods/ Personal Effects shipment (type 03). If either of these numbers is not on file, it is a fatal error and the ISF cannot be sent. ISF-84 Copyright by Kewill Inc.

85 Validation # Title Description 123 Port of Unlading is Required. This validation checks that the port of unlading has been entered. If not, it is a fatal error and the ISF cannot be sent. 124 Place of Delivery is Required. This validation checks that the Place of Delivery has been entered. If not, it is a fatal error and the ISF cannot be sent. 125 Country Subentity is Required. This validation checks that the Country Subentity code has been entered. If not, it is a fatal error and the ISF cannot be sent. 126 Invalid Importer IRS Number Format. This validation checks that the Importer s IRS number has been entered correctly (in one of the valid formats). If not, it is a fatal error and the ISF cannot be sent. 127 Invalid Consignee IRS Number Format. 128 Master/House Bill exceeds 12 characters in length. 129 US Return Goods requires Chapter 98 Tariff Number. 130 CT-Compliant Transaction requires Consolidator and Stuffing Location. 131 FR-Flexible Range Transaction requires Consolidator and Stuffing Location. This validation checks that the Consignee s IRS number has been entered correctly (in one of the valid formats). If not, it is a fatal error and the ISF cannot be sent. This validation checks that the Master/ House Bill number has been entered correctly (not to exceed 12 characters). If not, it is a fatal error and the ISF cannot be sent. This is a Fatal validation that checks to be sure that at least one of the tariff numbers starts with 98 when the Shipment Type is 07 (US Return Goods). This is a Fatal validation that checks to be sure the Consolidator and the Stuffing Location have been entered if the Action Reason Code on ISF Header is CT (Compliant Transaction). This is a Fatal validation that checks to be sure the Consolidator and the Stuffing Location have been entered if the Action Reason Code on ISF Header is FR (Flexible Range). ISF-85 Copyright by Kewill Inc.

86 Validation # Title Description 132 Consolidator or Stuffing Location must be missing for FT-Flexible Timing or FX-Flex Range & Timing. This is a Fatal validation that checks to be sure either the Consolidator or the Stuffing Location is missing if the Action Reason Code on ISF Header is FT (Flexible Timing) or FX (Flexible Range & Timing). 133 Bond Type Required. This Validation checks to make sure that the ISF Bond Type field is not blank. 134 Bond Activity Code Required. This Validation checks to make sure that the Bond Activity Code is not blank. 135 Bond not on file or not effective for Importer. 136 Arrival Date missing for FR-Flexible Range or FT-Flexible Timing Transaction or FX-Flexible Range & Timing. 137 Cannot sent a TB To be Determined Transaction to Customs. 138 Passport information requires Birth Date and Country. This Warning Validation does the following: If the Bond Type is 8 (Continuous Bond) a lookup is done on the ISF Bond Holder using today s date. The date must be between the effective and expiration dates and the Valid ISF Bond field must be set to Y. This validation indicates that that the arrival date is missing for the Flexible Range or Flexible Timing or Flexible Range & Timing transaction. This is a warning only. This Validation is set to Fatal and checks that the Action Reason code is not TB (To be Determined). If the Shipment Type is 03 (HHG/PE Household Goods/Personal Effects) and a Passport number has been filled in, then the Birth Date and Country cannot be left blank. This Validation checks the fields on the ISF Header and on the ISF Entity for the Party Type codes of IM (Importer) and CN (Consignee). 139 Importer requires an IRS Number or Passport Number. This validation checks that the there is either an IRS number or a Passport number on file for the Importer. If not, it is a fatal error and the ISF cannot be sent. ISF-86 Copyright by Kewill Inc.

87 Validation # Title Description 140 Importer of Record requires an IRS Number or Passport Number. 141 Invalid Tariff number length. [Must be 6, 8, or 10-digits) This validation checks that the there is either an IRS number or a Passport number on file for the Importer of Record. If not, it is a fatal error and the ISF cannot be sent. This is a Fatal Validation and checks to make sure the Tariff number is the correct length. 142 Invalid Tariff number. This is a Fatal Validation and checks to make sure that the Tariff number entered is a valid Tariff number. 143 Shipment Type must be 01 for IE, TE or FROB shipments. 144 Bond Reference Number required when Bond Type = 9 and Bond Activity = Carnet Number must be alphanumeric. 146 Bond Reference Number must be alphanumeric. 147 Carnet Country and Number are required. 148 Bond Type 9 is valid only for Bond Activity 16. If the IE, TE, FROB shipments checkbox is checked, then the ISF Shipment Type must be 01 (Standard or Regular Filings). This validation will catch a potential problem particularly when the data is coming in via EDI as well as when it has been keyed in by the user. This is a Fatal Validation and checks to make certain that if this is a Bond Type 9 (Single Transaction Bond) and Bond Activity is 16 (ISF Bond) then the Bond Reference Number is required. This is a Fatal Validation and checks to make certain that the Carnet Number is alphanumeric. This is a Fatal Validation and checks to make certain the Bond Reference Number is alphanumeric. This is a Fatal Validation and checks to make sure that the Carnet Country and Carnet Number are entered. This is a Fatal Validation and checks that if the Bond Type is 9 (Single Transaction Bond) then the Bond Activity code must be 16 (ISF Bond). 149 Invalid Carrier (SCAC) This is a Fatal Validation and checks that the SCAC carrier code entered is a valid code. ISF-87 Copyright by Kewill Inc.

88 Validation # Title Description 150 Invalid Action Reason This is a Fatal Validation and checks that the Action Reason code is valid. 151 Invalid Importer This is a Fatal Validation and checks that the Importer code entered is a valid code. 152 Invalid Commercial Entity This is a Fatal Validation and it checks that the Commercial Entity entered is a valid one. 153 Invalid Vessel Name This is a Fatal Validation and checks that the Vessel Name entered is a valid one. 154 Invalid Port This is a Fatal Validation and checks that the Port code entered is a valid code. 155 Invalid Time Zone This is a Fatal Validation and checks that the Time Zone entered is a valid one. 156 Invalid Part This is a Fatal Validation and checks that the Part number entered is a valid code. 157 Invalid Country This is a Fatal Validation and checks that the Country code entered is a valid code. 158 Invalid Assign-To Subscriber This is a Fatal Validation and checks that the Subscriber code entered in the Assign-To field on the Send page is a valid code. 159 Invalid Event Number This is a Fatal Validation and checks that the Event number on the Status page entered is a valid code. 160 Invalid Equipment Code This is a Fatal Validation and checks that the Equipment code entered is a valid code. 161 Invalid Country Subentity This is a Fatal Validation and checks that the Country Subentity code entered is a valid code. ISF-88 Copyright by Kewill Inc.

89 Validation # Title Description 162 Importer on the ISF is inactive. Please activate the Importer in order to send the ISF. This is a Fatal Validation and checks that the Importer code entered is an active account. To resolve the validation, go to Importer Maintenance to check the Is Active checkbox. 163 Invalid/Foreign Characters found in Entity Name This is a Fatal Validation and checks that no invalid or foreign characters have been entered as a part of the Entity Name. This validation prevents invalid characters from being sent to Customs. Note: Valid Characters include the following special # $ % ^ & * ( ) - _ = + [ { ] } \ \ ; : ' \ ", <. > /? ` ~ 0 9 a z A - Z To resolve the validation, go to Header page and remove all invalid or foreign characters from the Entity Name field. 164 Invalid/Foreign Characters found in Entity Secondary Name This is a Fatal Validation and checks that no invalid or foreign characters have been entered as a part of the Entity Secondary Name. This validation prevents invalid characters from being sent to Customs. Note: Valid Characters include the following special # $ % ^ & * ( ) - _ = + [ { ] } \ \ ; : ' \ ", <. > /? ` ~ 0 9 a z A - Z To resolve the validation, go to Header page and remove all invalid or foreign characters from the Entity Secondary Name field. ISF-89 Copyright by Kewill Inc.

90 Validation # Title Description 165 Invalid/Foreign Characters found in Entity Address1 This is a Fatal Validation and checks that no invalid or foreign characters have been entered as a part of the Entity Address1. This validation prevents invalid characters from being sent to Customs. Note: Valid Characters include the following special # $ % ^ & * ( ) - _ = + [ { ] } \ \ ; : ' \ ", <. > /? ` ~ 0 9 a z A - Z To resolve the validation, go to Header page and remove all invalid or foreign characters from the Entity Address1 field. 166 Invalid/Foreign Characters found in Entity Address2 This is a Fatal Validation and checks that no invalid or foreign characters have been entered as a part of the Entity Address2. This validation prevents invalid characters from being sent to Customs. Note: Valid Characters include the following special # $ % ^ & * ( ) - _ = + [ { ] } \ \ ; : ' \ ", <. > /? ` ~ 0 9 a z A - Z To resolve the validation, go to Header page and remove all invalid or foreign characters from the Entity Address2 field. ISF-90 Copyright by Kewill Inc.

91 Validation # Title Description 167 Invalid/Foreign Characters found in Entity City This is a Fatal Validation and checks that no invalid or foreign characters have been entered as a part of the Entity City. This validation prevents invalid characters from being sent to Customs. Note: Valid Characters include the following special # $ % ^ & * ( ) - _ = + [ { ] } \ \ ; : ' \ ", <. > /? ` ~ 0 9 a z A - Z To resolve the validation, go to Header page and remove all invalid or foreign characters from the Entity City field. 168 Cannot Change the ISF Submission Types. 169 A Valid Bond was found for the Late ISF Without Bond Submission. 170 Date of Birth is required when using SSN. 171 Importer Name must be 50 characters or less. 172 Importer Name must be in the 'LastName, FirstName MI' format. 173 Invalid/Foreign Characters found in Importer Name. 174 Entity Name must be 35 characters or less. This is a Fatal Validation and indicates that the Submission Types cannot be changed. This is a Warning Validation indicating that a valid bond was found for the late ISF without bond submission. This is a Fatal Validation indicating that the date of birth is required when using the social security number. This is a Fatal Validation indicating that the Importer name must be less than fifty (50) characters long. This is a Fatal Validation indicating that the importer s name was entered in an incorrect format. The correct format is last name, first name, followed by middle initial. This is a Fatal Validation indicating that invalid or foreign characters were found in the importer s name that was entered. This is a Fatal Validation indicating that the entity name must be less than thirty-five (35) characters. ISF-91 Copyright by Kewill Inc.

92 Validation # Title Description 175 Entity Name must be in the 'LastName, FirstName MI' format. 176 Shipment SubType is required for Informal Shipments. 177 Estimated Value is required for Informal Shipments. 178 Estimated Quantity is required for Informal Shipments. 179 Quantity UOM is required for Informal Shipments. 180 Estimated Weight is required for Informal Shipments. 181 Weight UOM is required for Informal Shipments. This is a Fatal Validation indicating that the entity s name was entered in an incorrect format. The correct format is last name, first name, followed by middle initial. This is a Fatal Validation indicating that a shipment sub-type was not entered for an informal shipment. The shipment sub-type is required. This is a Fatal Validation indicating that the estimated value was not entered for an informal shipment. Entry of the estimated value is required for informal shipments. This is a Fatal Validation indicating that the estimated quantity was not entered for an informal shipment. Entry of the estimated quantity is required for informal shipments. This is a Fatal Validation indicating that the unit of measure for the quantity was not entered for an informal shipment. Entry of the quantity UOM is required for informal shipments. This is a Fatal Validation indicating that the estimated weight was not entered for an informal shipment. Entry of the estimated weight is required for informal shipments. This is a Fatal Validation indicating that the unit of measure for the weight was not entered for an informal shipment. Entry of the weight UOM is required for informal shipments. 182 Invalid UOM. This is a Fatal Validation indicating that an invalid unit of measure code was entered. You must re-enter the UOM code, or select a valid code from the UOM list by clicking on the question mark icon next to the UOM field. ISF-92 Copyright by Kewill Inc.

93 Validation # Title Description 183 Informal Estimated value must be 11 digits or less. This is a Fatal Validation indicating that the estimated value for an informal shipment must be eleven digits or less. ISF-93 Copyright by Kewill Inc.

94 Kewill ISF > Processing a Transaction > Status Page Status Page Status Page Status Tab Page The Status page summarizes all the important dates and progress on the ISF transaction. Event Dates, Messages and Notes associated with the transaction are listed on the Status page. It also allows you to associate one or more Broker Reference numbers to the ISF transaction record. For more information about Broker References, see the Broker Reference Pop-up section. An Event number can occur multiple times on the Events list. The dates are displayed in order by the Date/Time starting with the most current to the oldest. You may add dates to the list, although when you add a date, you will be asked to select the date from a list of dates that you are allowed to update. The notes at the bottom of the page are displayed specifically for the event selected at the top of the page. If you would like to see all notes, independent of an event number, click on the Notes tab at the bottom of the screen. You are only allowed to add notes; existing notes cannot be modified. ISF-94 Copyright by Kewill Inc.

95 Status Box The Status box provides a summary of the key information about the ISF including the following: Status: This is the latest status received from Customs. CBP Trans No.: This is the transaction number received from Customs. Last Submission Type: This field indicates how the ISF was sent in the last submission. The following are the 6 valid submission types: o 1 = ISF-10 Regular Shipment o 2 = ISF-5 IE/TE or FROB shipment o 3 = ISF changed from ISF-5 to ISF-10. o 4 = ISF changed from ISF-10 to ISF-5. o 5 = Late ISF-10, submitted without a bond o 6 = Late ISF-5, submitted without a bond IT No.: If this is an in-bond shipment, the IT number will display in this field. Entry No.: This is the Broker Filer Code and Entry Number associated with the ISF. Filer Ref. No: This is the broker filer reference number that may be returned from Alliance, CargoPoint or Kewill Customs application if data is exchanged. Status Procedures To view the status of an ISF transaction, go to the Status page. See the procedural steps below: To add or update an event date To add an event note In addition, we have provided a list of the currently available System Events. ISF-95 Copyright by Kewill Inc.

96 How to add or update an event date/time: Status Events grid: Step Action Comment 1 To Update an Event: In the Events area of the Status page, highlight the event you would like to update. To Add a new Event: Click the Add button to activate the Event fields. In the Event field, click on the Info icon to bring up the list of Events you are allowed to add. 2 Enter the date and time in the Date field or click on the calendar icon to select a date. You may only update dates/times that are not automatically updated by the system. You may only add dates to specific events. The events you are allowed to add will display when you click the Info icon in the Event field. Note: Click here to see a list of the available System Events. The date/time will display on the grid next to the date highlighted. 3 Select the time zone in the next field. The default time zone value will be based on the user account. You can do a lookup to the time zone file by clicking on the Info 4 If you would like to add or update another event, repeat the steps. icon. 5 To erase an event, select the date on the grid and click on the Delete button. When you click on the Delete button, the event will be erased. ISF-96 Copyright by Kewill Inc.

97 How to add an Event Note: Event notes (Adding a Note): Step Action Comment 1 To add a note to an event, highlight the event on the Events grid. When you highlight an Event on the Events grid, any notes associated with it will automatically display in the Notes grid. 2 To add a note, click on the Add button. When you click on the Add button a new notes line displays at the top of the Notes grid. 3 In the Note field, enter the text of the note. When you press Tab, the text of your note will be added to the grid. You may add as many lines of notes as you would like. 4 To add notes to a different Event, highlight that event on the Events grid and repeat these steps. ISF-97 Copyright by Kewill Inc.

98 List of ISF System Events System Event Number System Event Can (A)dd / (M)odify Date? Can (A)dd / (M)odify Note? When Event is Created 1 Logged N N Created when the ISF is logged. 2 ISF Assigned N A Created when the ISF shipment number is assigned by the application. 3 ISF Queued to Send to Customs N N Created when the ISF is queued to be sent to CBP. 4 Accepted by Customs N N Created when the ISF is accepted by CBP. 5 Rejected by Customs N N Created when the ISF is rejected by CBP. 6 General Notes A/M A This event is for general notes added to the ISF. You are allowed to Add new notes and/or add or modify new dates related to these general notes. 7 ISF Delete to CBP N A Created when the ISF is deleted from CBP. You may add a note to this event record. 8 Bill of Lading Status Advisory N A Created when the Bill of Lading Status Advisory is created for an ISF. You may add a note to this event record. 9 ISF Expired N A Created when the ISF has expired. You may add a note to this event record. 10 Estimated Loading M A/M This is the estimated loading date. You can modify this date when the actual loading date is known. 11 Estimate Sailing M A/M This is the estimated sailing date. You can modify this date when the actual sailing date is known. 12 Estimated Arrival M A/M This is the estimated arrival date. You can modify this date when the actual arrival date is known. 13 ISF Deleted N A/M Created if the ISF is deleted. You can add or modify notes to this event. ISF-98 Copyright by Kewill Inc.

99 System Event Number System Event Can (A)dd / (M)odify Date? Can (A)dd / (M)odify Note? When Event is Created 14 Acceptance Sent N N Created when an has been sent out after the acceptance by CBP. 15 Rejection Sent N N Created when an has been sent out after a shipment was rejected by CBP. 16 Reassign Sent N N Created when an has been sent out after a shipment has been reassigned for processing. 17 Status Advisory Sent N N Created when an has been sent out with the status advisory concerning a shipment. 18 EDI Received N N Created when the EDI file is received. 19 EDI Copied to ISF N N Created when the EDI file is copied into ISF. 20 Shipment queued for download 21 Shipment downloaded 22 Broker Ref uploaded N N Created during MQ Receive processing when a shipment is Accepted or Accepted With Warnings by Customs. The Company Subscriber and/or Importer of Record must be configured to receive the shipment XML either by File download (File) or by Web Service download (WS). N N Created when the shipment XML is created in the Company Subscriberspecific Download folder or the Importer of Record-specific Download folder, or when the shipment XML is downloaded via Web Service. N N Created when Broker Reference information is uploaded into an ISF Shipment either from a File folder or from the Web Service. 23 ISF Copied to ISF N N Created when ISF is copied from another ISF. 24 ABI Message Extract Queued N N Created when ABI Message Extract is queued. 25 ABI Message N N Created when ABI Message is ISF-99 Copyright by Kewill Inc.

100 System Event Number System Event Can (A)dd / (M)odify Date? Can (A)dd / (M)odify Note? When Event is Created Extracted extracted/downloaded. 26 Doc Received Y Y User system event that a user can manually create and attach a note to it on the Status page for an ISF. Note: This event is not part of the normal ISF processing and has no impact on other users. ISF-100 Copyright by Kewill Inc.

101 Kewill ISF > Processing a Transaction > Status Page > Broker References Pop-up Broker References Pop-up Broker References Pop-up Broker References Pop-up The Broker References pop-up allows you to add or delete Broker References. By associating a Broker Reference number to the ISF transaction, you can upload ISF data from another application based on the broker reference number. Note: When there are multiple broker references associated with the ISF transaction, Multi will display next to the Broker References button. Procedures To access the Broker References pop-up, click on the Broker References Status page. button located below the Entry No. field at the top of the ISF-101 Copyright by Kewill Inc.

102 How to add or update Broker References: Status Page: Step Action Comment 1 To add or update a Broker Reference, click on the Broker References button. When you click on the Broker References button, the Broker References pop-up displays. ISF-102 Copyright by Kewill Inc.

103 Broker References pop-up: How to add a Broker Reference: Step Action Comment 1 To update a Broker Reference, highlight the Broker Reference on the grid. When you highlight a Broker Reference on the grid, the Entry number and Filer Reference number will display in the fields below the grid. 2 Make whatever changes are necessary. When you are done, the data will display on the grid. 3 To add a Broker Reference, click on the Add button. 4 In the Entry No field, enter the 3- character broker filer code in the first field and the Entry Number in the second field. 5 In the Filer Ref. No. field, enter the reference number. When you click on the Add button the Entry No. and Filer Ref. No. fields will be activated. When you press Tab, the Entry Number will be added to the grid. This reference number is the link between the ISF Web application and the broker s Customs brokerage application that uses this reference number for the import record. The reference number must be correct in order for the ISF data to be ISF-103 Copyright by Kewill Inc.

104 Step Action Comment uploaded. 6 You may add as many broker reference numbers as necessary. The ISF transaction may be linked to multiple broker reference numbers. When multiple references are entered, Multi will display next to the Broker References button on the Status page. 7 When you are done, click the OK button to return to the Status page. When you click on the OK button, the Status page will re-display. ISF-104 Copyright by Kewill Inc.

105 Kewill ISF > Processing a Transaction > Notes Page Notes Tab Page Notes Page ISF Transaction Notes The Notes page lets you see all notes for a transaction in Date/Time order with the most current ones first to the oldest. A user can add a user note (e.g., Event #6, General Notes). Event-specific notes should be added in the Notes section on the Status page. Note: You can add notes, but you cannot modify or delete existing notes. ISF-105 Copyright by Kewill Inc.

106 How to Add a Note: Adding a Note General transaction notes can be added on this Notes page. Event-specific notes should be added on the Status page. Notes Page: Step Action Comment 1 To add a note, click the Add button. When you click the Add button, a new notes line displays on the Notes grid. 2 In the Note field, enter the text of the note. When you press Tab, the text of your note will be added to the grid with the Event Description of General Note. You may add as many lines of notes as ISF-106 Copyright by Kewill Inc.

107 Step Action Comment 3 To add more notes, click on the Add button again and repeat these steps. you would like. ISF-107 Copyright by Kewill Inc.

108 Kewill ISF > Processing a Transaction >ISF Tracing ISF Tracing Overview The Find ISF filtering page can be used for shipment tracing purposes. For instance, by making use of the Status field you can get a listing of transactions for the following conditions: Queued ISF s to be sent to Customs Accepted ISF s, Accepted-Bills Not Matched, Accepted-Bills Matched, Accepted with Warnings Assigned ISF s New ISF Transactions Expired ISF s Deleted ISF s, Deleted ISF s Rejected by Customs, Deleted ISF s Accepted by Customs Replaced ISF Transaction In order to set up Read-Only tracing mode at a Subscriber or User level, it must be set up on the Security Preferences tab in Security Administration. However, in order to set up any new Security Preferences, you need to first contact Kewill Customer Support to add the new security preference to your list of possible Security Preferences available to you. ISF-108 Copyright by Kewill Inc.

109 Security Preferences tab page: Procedures for Setting Up the Read-Only Security Preference To set up the Read-Only Security Preference, do the following: 1. Go to the Security Preference tab for the user or Subscriber. 2. Click on the Add (+) icon to add a Property. 3. In the Property field, click on the Question Mark [?] icon to display the available Property security preferences available. 4. Select ISF_READ_ONLY from the list. 5. In the Value field, enter Y. Note: The Subscriber level can be set to N, while a particular user is set to Y. Read-Only Mode By setting up the Security Preference of ISF_Read_Only at the Subscriber or User level, the Find ISF function will display an ISF transaction and allow viewing of the ISF without allowing any changes to the data. Note that deleted ISF transactions will only be shown in Read-Only mode. For accounts set up as Read-Only, the New ISF and Delete ISF options on the File menu are disabled. ISF-109 Copyright by Kewill Inc.

110 Find ISF Viewing To filter the ISF transactions, select the Find ISF option from the File menu. The Find ISF page will display. Find ISF page: Find ISF Filtering On the Find ISF page, enter the selection criteria to bring up the ISF transactions you would like to see. To Search for particular ISF s based on its status, use the Status drop-down field. You may choose to search based on any of the following statuses: ISF-110 Copyright by Kewill Inc.

111 Find File Page Results for Deleted ISF s: Viewing Deleted ISF s To filter the ISF transactions to view only a listing of Deleted ISF s, select Deleted from the Status field s drop-down list. Click on the Find button and the Deleted ISF s will display in the Results grid at the bottom of the page. To see the detail of a particular Deleted ISF, highlight the ISF on the grid and click the Open button at the bottom of the page. The ISF Header page will display. ISF-111 Copyright by Kewill Inc.

112 ISF Header page Tracing Read-Only Mode: Header Page Tracing Read-Only Mode Note that the fields are disabled. You can view the data, but no data can be changed. ISF-112 Copyright by Kewill Inc.

113 Kewill ISF > Processing a Transaction >ISF Importer Bond Query Importer Bond Query Overview The Importer Bond Query menu option is only available to users with the Security parameter, Allow_Bond_Query. The Bond Query can be accessed from the Bond Menu which displays on the menu bar at the top of the page. The Bond Query option allows you to query bonds form selected Importers, all Importers, or a range of Importers. The CBP returns the data for each IRS number queried and the data is updated to the Importer Bond table. Security Preferences page: Setting Up the Allow Bond Query Security To set up the Allow Bond Query Security Preference, do the following: ISF-113 Copyright by Kewill Inc.

114 Preference 1. Go to the Security Preference tab for the user or Subscriber. 2. Click on the Add (+) icon to add a Property. 3. In the Property field, click on the Question Mark [?] icon to display the available Property security preferences available. 4. Select ALLOW_BOND_QUERY from the list. 5. In the Value field, enter Y. Importer Bond Query To do an Importer Bond Query, select Importer Bond Query from the Bonds drop-down menu at the top of the page. The Importer Bond Query page will display. Importer Bond Query page: Procedures for doing an Importer Bond Query 1. If you are at the company level, the screen will indicate your current company. If you want to change the company, click the checkbox in front of the Change Company question. You can then select the ISF-114 Copyright by Kewill Inc.

115 company from the drop-down list. Note: If you are not at the company level, the Change Company question will not display on the page. 2. Enter either the Importer s IRS number in the IRS No. field (using the wildcard feature, e.g., %, is allowed) or enter the Importer code(s) in the Importer Code(s) from and to fields. You have the option of entering a single Importer code or a range of codes. 3. Click the Find button. The Importer results will display in the grid. 4. On the grid, select the Importer(s) whose bond(s) you would like to query by clicking in the checkbox(es) in front of the Importer Account(s). Or you may click the Select All checkbox if you would like to select all the Importers listed in the grid. 5. Click the Send to Customs button to send the query. 6. The program will confirm that the query has been submitted with the following pop-up: 7. When CBP returns the results, you can view the data using the View Importer Bond program. ISF-115 Copyright by Kewill Inc.

116 Kewill ISF > Processing a Transaction > View Importer Bonds View Importer Bond Overview The View Importer Bond menu option can be accessed from the Bond Menu which displays on the menu bar at the top of the page. View Importer Bond allows you to create a list of Importers that have -- or do not have -- bonds. The program provides a view of the bond data for ISF Importers, based on the Subscriber Importer List. It shows you the data returned in the Importer Bond Query. After entering the Importer code, you can select to limit the view to Importers without bonds by checking the Importers Without Bonds checkbox. In addition to the bond data, the Status column on the grid will indicate whether the bond is Valid for ISF or NOT Valid for ISF. Importer Bond Query To view the Importer Bonds and their statuses, select Importer Bonds from the Bonds drop-down menu at the top of the page. The View Importer Bond page will display. ISF-116 Copyright by Kewill Inc.

117 View Importer Bond page: Procedures for viewing Importer Bonds 1. Enter either the Importer s IRS number in the IRS No. field (using the wildcard feature, e.g., %, is allowed) or you can enter the Importer code(s) in the Importer Code(s) from and to fields. You have the option of entering a single Importer code or a range of codes. 2. If you would like a list of Importers WITHOUT bonds, click the checkbox in front of the Importers without Bonds option. 3. Click the Find button. The Importer Bond results will display in the grid. 4. On the grid, select the Importer(s) whose bond(s) you would like to query by clicking in the checkbox(es) in front of the Importer Account(s). Or you may click the Select All checkbox if you would like to select all the Importers listed in the grid. View Importer Bonds In addition to the Importer bond data, the Status column on the grid will indicate whether the bond is Valid for ISF or NOT Valid for ISF. Note: Importer Name (CBP), the field after Bond Number, comes from the Importer Name of the Importer Bond table that is on file with CBP. It can be different from the Importer Name of the Importer table. Copyright 2011 by Kewill Inc. [Last revision date: 08/05/11] ISF-117 Copyright by Kewill Inc.

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