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This article applies to:

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

Parties

The
Parties
 tab consists of all companies and/or individuals involved in the invoice/transportation transaction. This tab contains sub-tabs for various party types involved in typical exports (Seller, Ship To, Ultimate Consignee, etc.).
Parties
 sub-tabs can be hidden upon request to meet client configuration needs. Each of these sub-tabs work in a similar manner. Company information can be entered manually or pulled from drop-down fields.
The company information in the drop-down fields comes from the
Company Maintenance
 table, located under the
Maintenance
 menu within the user’s drop-down section (top-right of screen). These drop-downs have the type-ahead functionality to assist with searching.
The
Company Maintenance
 table is covered in more detail in the
Company Maintenance
 section of this User Guide.
To add a party to the
Company Maintenance
 table from the shipment, click
Add Company
.
This action will open a pop-up requesting further information about the company. Provide a Company ID, Company Name, Company Type, and further information as available. Click
Finish
 once complete.
If the company already exists, the user must choose to update the existing record, save as a new address for the existing company record, or override and save as a new company.
Once the selection has been made, click
Finish
 to save and close.
The
Select a Company
 field has type-ahead capabilities. Start typing a company name. The system will show the possible results.

Copy From

If configured to do so, Company information can be copied across party types. This functionality is disabled after a shipment is processed.
After a company name is selected, the primary address and contact information auto-populates into the detail fields.

Changing Address Details

To change address details, manually alter the contents of the
Address Information
 fields or choose a different address from the
Select an Address
 drop-down, as shown below. Once a company name is selected, the contact information auto-populates into the contact detail fields.

Changing Contact Details

To change contact details, manually alter the
Contact Information
 section or choose a different contact from the
Select a Contact
 drop-down, as shown below.

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