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This article applies to:

  • Product: ONESOURCE Global Trade
  • Sub-Product: Export Management

Command Buttons

These buttons (under the navigation bar) invoke specific actions as described below:
Bottons
Description
New
Create a new invoice from scratch or a template.
Save
Save all changes and updates made to an invoice.
Validate
Cross-check current invoice to determine accuracy of data.
Save as Template
Create a template from the current invoice for future use.
Reload
Refill all invoice fields with the most recently stored information.
Void
Cancel 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
Create system-generated draft documentation for review.
Process Shipment
Save changes & 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
  • Locks down invoice fields and PGA fields
  • Readies the invoice for finalization or transmission
Exit
Closes Export Management.

Process Shipment

To process a shipment, click
Process Shipment
.
The shipment will then be queued for processing and the following message will appear on the screen, showing where the shipment is in the queue
Once an invoice is successfully processed, the
Process Shipment
 command button changes to
Undo Shipment Processing
.
If the Export Management module is configured with AES filing ability, the
AES Transmission
 command button appears and is enabled. Further details are covered in the
AES Connectivity
 User Guide.

Override and Process

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.
Note: Overridden messages are permanently stored on the shipment as
HOLD OVERRIDDEN
.

Finalize

Clicking
Finalize
 locks down a completed invoice and disables it from any further editing. Before proceeding, the
Finalize Shipment
 pop-up will open, requesting confirmation of the finalization. Click
Submit
 to proceed or
X
 to cancel and close.

Unfinalize

Clicking
Unfinalize
 unlocks a finalized invoice so it can be edited. This feature is configured around security group permissions. For further details and instructions, please contact your system administrator.
In the
Unfinalize Shipment
 pop-up, provide an explanation for unfinalizing the shipment. Click
Submit
 to proceed or
X
 to cancel and close.

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