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This article applies to:

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

Declaration Discrepancy Management

The
Declaration Discrepancy Management
 screen provides a more detailed look at individual declarations at the line level, and also breaking down the review further on individual tabs, including Header, Detail, Parties, Fees and Communication.
To access the
Declaration Discrepancy Management
 screen for a specific entry, click on the desired declaration number from the Declaration Overview screen (this can be done from the
Declarations
 tab or from the
Work Queue
 tab).
If the
Validation Group
 or
Type
 dropdowns were being used to filter the grid, those same values will carry over to the
Discrepancy Management
 page to allow you to look just at certain groups/type of validations.
Each tab is covered in more detail in the below sub-sections.
The
Declaration Discrepancy Management
 screen has the following buttons at the top right of the screen:
Buttons
Description
Go To Overview
Clicking this button will return you to the
Declaration Overview
 screen. More information about this screen can be found in the
Declaration Overview
 section of this User Guide.
Document Retention
Clicking this button will open the
Document Retention
 pop-up. More information about this pop-up can be found in the
Document Retention
 section of this User Guide.
Exit
Clicking this button will return you to the default (Home) screen.

Summary

The
Summary
 tab provides overview information about the selected declaration, including:
  1. A configurable set of header-level data
  2. Any manual validations configured during the implementation process
  3. The grid of validation errors for the selected declaration
ONESOURCE Export Verification can validate by Group, Type, and Level. Validations in Export Verification have a group/type, but also have a Level.
Shorthand
Meaning
H
Header
D
Detail
P
Party
F
Fee
The validation grid provides a snapshot of where discrepancies can be found. The Passed/Failed/Reviewed column quickly identifies the following:
  • Levels with at least one failed validation will be indicated by a red “X”
  • Levels with clean validations will be indicated by a green “√”
  • Declarations where all validations have been reviewed and “marked as reviewed” will be indicated by . Validations that have not been reviewed will be indicated by .
If you click on a link in the
Validation Level
 column, you will be redirected to the validation level’s applicable tab. Links will be active for a Validation Level where at least one discrepancy exists.
Clicking on a
Validation Level
 link will refresh the screen and take you to the appropriate tab to show the details of the error. The specific data fields having a discrepancy will be highlighted with a red border on the
Harmonized Data
 and
Filer Data
 tabs for easy identification.
From these screens, you can further review the discrepancies, add/review notes and/or documents in support of actions taken, mark an item as reviewed, and close discrepancies.
The
Header
 tab displays all header-level validations, as well as sub-tabs for Harmonized Data and Filer Data. This structure is mimicked on the other tabs of this screen, with a few additions on the others. These tabs can be used to add notes, close discrepancies, and view validation data.
When selected, the links on this tab will perform the following actions:
Action
Description
Mark Selected As Reviewed
When selected, all checked items in the top grid will be marked as
Reviewed
.
Close Discrepancies
When selected, all checked items in the top grid will be marked as
Closed
.
View Notes
When selected, the
Notes
 pop-up will appear on the screen, showing all existing notes for the selected declaration. You will also have the ability to add additional notes. More information is provided in the
Notes
 section of this chapter of the User Guide.
Docs
When selected, the
Documents
 pop-up will appear on the screen, showing all existing documents for the selected declaration. More information is provided in the
Documents
 section of this chapter in the User Guide.

Detail

The
Detail
 tab is similar to the
Header
 tab, with the addition of an extra grid at the top showing which lines contain validation discrepancies. This tab can be used to specify which line you want to view validations/data for.
To view the details of a specific declaration line, choose a line from the top grid and then click its corresponding
Select
 link on the far left. Clicking
Select
 will reload the validation grid and the Harmonized/Filer Data sub-tabs for the selected line.
You can review each respective line for validation errors, add notes and/or documents in support, and once reviewed, mark the item as reviewed so other people can easily identify those items that have already been addressed.

Parties

Similar to the
Detail
 tab, the
Parties
 tab displays all parties for the declaration selected in the top grid, as well as its related validations and data.
The main structural difference between the
Detail
 tab and the
Parties
 tab is that the
Party
 tab includes header party information. These header parties are shown by having
Party Header
 as their Line Num in the top grid. Otherwise, the
Detail
 and
Parties
 tabs are very similar in function.

Fees

The
Fees
 tab is essentially the same as the
Parties
 tab, except that it displays data and validations related to Charges and Fees.

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