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US Foreign-Trade Zone (FTZ) Management

FTZ Management: Knowledge Based Articles - 3461 Spreadsheet Upload Functionality

Overview

This article is an overview of how to leverage the 3461 Spreadsheet upload functionality to assign detail line items to a 3461 Cargo Release within ONESOURCE Global Trade Foreign Trade Zone Management (FTZ) solution. It details the steps you can use to upload a spreadsheet, and some basic troubleshooting tips.
Purpose of 3461 Spreadsheet Upload
The 3461 Spreadsheet upload will allow users to add detail line items to a 3461 Cargo Release en masse by uploading a spreadsheet template. This will save users time instead of manually keying line items in. It is important to know that the spreadsheet uploaded will completely replace the existing 3461 Detail Line items – so everything should be included on the spreadsheet uploaded into the system.
3461 Spreadsheet Upload steps
The following are steps that can be followed to leverage the 3461 Spreadsheet Upload functionality:
  • Click “
    Add New
    ” at the top left hand side of the screen to create a new 3461 Weekly Estimate
  • Fill out following fields
    • Entry Number
    • Entry Begin Date
    • Submission Date
    • Broker/Importer File Number (only if applicable, not required)
    • Importer of Record
    • Consignee
    • Buyer
    • Weekly Indicator
    • Perishable Indicator
    • Description of Merchandise
  • Click “
    Save
    ”
  • System may prompt you to update check digit if needed:
  • Once saved, you will be able to select “
    Spreadsheet Upload
    ” from above the detail line grid
    • If you do not have this option enabled, please reach out to our Customer Support team for assistance in enabling this for you
  • A pop-up will appear. Click on “
    Download Template
    ” to download spreadsheet template, fill out information within the spreadsheet and save on your computer
    note
    • Numeric columns will need a 0 populated if blank
    • Date columns will need a 1/1/1900 if blank
    • Ensure there are no blank lines on the spreadsheet template
    • ProductNum field is not required, and generally only used when pulling PGA data over onto the 3461 from Global Classification PGA database (more information below on this functionality)
    • Example template filled out attached
  • Once uploaded, you will be able to see the line item details in the grid below:
Classification PGA Data Pull
The following are steps that can be followed to leverage the Classification PGA Data pull process
  • If you populated a ProductNum on your 3461 line item, you are able to pull over PGA data stored for that ProductNum within your Global Classification database
  • To do so, click on “
    Get Classification PGA Data
    ” and the system will pull over PGA data from Global Classification for matching ProductNums
    • If you do not have this button available within your system, please reach out to our Customer Support team to help get this enabled
  • Initially system will pop up message “
    Transferring PGA data
    ...” while the transfer is happening
  • Once you see “
    Transfer Complete
    ” the pull has been completed and PGA data will be present on the detail lines

This article applies to:

  • Product: ONESOURCE Global Trade
  • Sub-Product: US Regimes & Connectivity

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