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US Foreign-Trade Zone (FTZ) Management
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This article applies to:

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

FTZ Management: Tools - Shipment-to-Receipt Traceability in Form Tracer

The
Form Tracer
 screen is used for tracing shipment documents (ExitDocIDs) back to the respective receipt layer information which those shipments consumed and vice versa. This tool gives visibility into the FIFO consumption details at the transactional level for any given ExitDocID or ReceiptDocID.
This screen can be opened by choosing
Form Tracer
 from the
Tools
 menu. The Form Tracer generates two types of reports: Shipments or Receipts.
Form Tracer (Fields)
Description
Form Type
Select
Shipment
 or
Receipt
 from this drop-down, depending on which report the user wishes to generate.
Form Number
  • Shipment Report
    :
    Enter the
    ExitDocID
     in this field. This will cause the report to display CF7501 (shipment) data when generated.
  • Receipt Report
    :
    Enter the
    ReceiptDocID
     in this field. This will cause the report to display CF214 (receipt) data when generated.
View
Select
Detailed View
 or
Summary View
 from this drop-down.
From
Select
Archived Shipments
 or
Recent Shipments
 from this drop-down.
  • Recent Shipments
    :
    Currently unprinted shipment documents
  • Archived Shipments
    :
    Shipment documents that have already been printed.
Part Number
Product number to search on. Not required to perform search.
Order Number
Order Number to search on respective to form type selected. Not required to perform search.
Line Num
Line number to search on for CF7501. Only available for Shipment form type. Not required to perform search.
Export Format
Use this drop-down to select the report format: Word document, Excel spreadsheet, or Adobe PDF.
Original View
Display this report in the old classic interface view.
Submit
Retrieve the transactions for the report.
Extract
Extracts the transaction report in the file type specified in
Export Format
.
Once the fields have been completed, click
Submit
 to retrieve the transactions for the report. A grid with matching data will then appear at the bottom of the screen.
The
Extract
 link also becomes active, meaning the user can extract this report to format specified in the
Export Format
 field. Filters can be used to narrow down returned information after the
Form Tracer
 screen finishes generating, but filters will not be applied to the extracted documents.
Customers that have request that the ShipPCLinks feature be turned on will see a slightly different layout. The new layout shows line level detail of receipts, shipments and provides clickable links to move between the details of the 214 and entry.

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