This article applies to:

Product: ONESOURCE Global Trade
Sub-Product: Export Management

Export Template, PO, and Invoice Management

The Template Management, Purchase Order Management
, and Invoice Management
screens all share a common layout and core functionality. The functionality for all three is covered in this section. Any variances specific to a screen will be noted. Purchase order and invoice data can be entered manually through a template or be pre-populated through an interface. Regardless of how data is entered, the steps to use the screens are the same. All active purchase orders and invoices in the system will appear in the Find Shipment
drop-down list.

To select an existing purchase order or invoice, use the type-ahead search feature to find the shipment in the Find Shipment
search box.

To create a new invoice, click New
.

To create a new shipment, click New
. Next, select an export country and import country. Enter the OrderNumShip, and then click Save
. If auto-sequencing is turned on within ONESOURCE Export Management, OrderNumShip will not be visible but will auto-generate upon creating the Shipment.

To load a selected template, click From Template
. Choose a template from the Template
drop-down. Modifications can be made and saved as a new invoice. Users also have the option to enter the OrderNumShip
: a user-defined reference number. ERP interfaces pre-populate most data.

Once a purchase order or invoice is selected, up to thirteen (13) different standard tabs can appear on the Export Management
screen. The exact number of tabs may vary due to system messages and possible client-specific configuration settings. Each standard tab is explained below.

Additionally, processed shipments will also contain a status message that shows both the shipment status and the time and date of processing