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Search ONESOURCE Global Trade Support Help and Support.

This article applies to:

  • Product: ONESOURCE Global Trade
  • Sub-Product: China products

Command Buttons

These buttons (under the navigation bar) invoke specific actions as described below:
Buttons
Descriptions
New
Creates a new invoice from scratch.
Save and Validate
Saves all updates made to an invoice and cross-checks current invoice to determine accuracy of data.
Save as Template
Creates a template from the current invoice for future use.
Reload
Refills all invoice fields with the most recently stored information.
Void
Cancels an invoice and change its status to
Void
. A
Void Reason
 and
Void Explanation
 must be entered before the void can take effect. Once a shipment is voided, the Void Reason and Void Explanation are inserted as notes associated to the shipment for permanent retention. When a voided invoice is retrieved, a
Reactivate
 button appears on the
Export Management
 screen. Clicking
Reactivate
 removes the void and allows the invoice to be processed or edited as needed.
Preview Documentation
Creates system-generated draft documentation for review.
Push to Declaration
Push the invoice data to declaration page. Invoice status will become ‘InProcess’ from ‘Unprinted’. When the invoice status becomes 'InProcess', below items should be enabled:
  • Declaration/clearance hyperlinks in 'System Messages' tab in invoice page
  • Declaration/clearance XML in declaration page
  • 'Declaration Data Extract' button in declaration page
  • ‘Generate Declaration Form' button in declaration page
  • The documents in 'Document' tab (like Commercial Invoice and Packing List in this tab) should be enabled and system should allow user to generate these documents
  • When the invoice status becomes 'InProcess', below items should be disabled:
  • 'Save and Validate' button in invoice page should be disabled when invoice becomes 'InProcess'.
Process Shipment
Saves changes and updates made to the invoice. The following actions are performed during the “Process Shipment” stage:
  • Runs invoice data through all possible validations
  • Decrements any licenses/purchase orders associated with invoice
  • Generates the documentation
  • Sets the status of the invoice to be ‘Processed’
  • Locks down invoice fields and PGA fields
  • Readies the invoice for finalization or transmission
Finalize
Archives a shipment after processing. You will not be able to make any further changes to the shipment. Invoice status will become ‘Finalized’.
Exit
Closes Export Management.

Push to Declaration

When invoice status becomes ‘Unprinted’, the
Push to Declaration
 button will be enabled in invoice page.
By clicking Push to Declaration button, the invoice status will become InProcess.
Save and validate button will be disabled so that you can’t edit data in InProcess status.
When the related declaration is approved by China customs, the invoice status will become Approved from InProcess.

Process Shipment

Clicking
Process Shipment
 opens the
Process Shipment
 pop-up.
The shipment will then be queued for processing.
Once an invoice is successfully processed, the
Process Shipment
 command button changes to
Undo Shipment Processing
.

Override and Process

If there are hold validation alerts generated for a shipment, the
Override and Process
 button will be enabled. This button can be used to force a shipment to process, even with holds.
To override a shipment with a hold validation, click
Override and Process
.
A pop-up will display, requesting a note be entered before continuing. Select an Override Reason, write a note, and click
Submit
 to continue.
important
Overridden messages are permanently stored on the shipment as
HOLD OVERRIDDEN
.

Finalize

To Finalize a shipment, click
Finalize
.
A pop-up will display, and warning message will be shown. Click
Submit
 to continue.

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