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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: PreReceipt - Staging Data Transfer, Validation Status, and Transaction Correction

Staging Data Transfer

The
Staging Data Transfer
 screen is used for transferring file data from the staging tables to the production tables. It can be initiated multiple times in the same day. This screen can be accessed by choosing
Staging Data Transfer
 from the
PreReceipt
 menu.

Staging Data Transfer Process

To begin staging data transfer:
  1. Click
    Start Transfer Now
    .
important
This step ensures that the last processing run has been marked as completed before any staging transactions are loaded. The transfer moves only pre receipt staging transactions.

Validation Status

The
Validation Status
 screen is used for scanning transactions to determine if any corrections need to be made. Later, the screen can be used to confirm these corrections were made. The
Validation Screen
 can be utilized after the
Staging Data Transfer
 step. This screen can be accessed by choosing
Validation Status
 from the
Pre-Receipt
 menu.
  1. To begin the validation process, click
    Validate
    ”.
    If the workflow is currently running, the
    Validate
     button will be temporarily disabled until the validation is complete. During validation, the following message will display:
  3. After the validation has been completed, the following message will display:
  5. Click
    Refresh
     to update immediately, or you can wait for the
    Validation Status
     table to automatically update every four seconds. If any validation errors appear within the “Warning” column, use the
    Transaction Correction
     screen to correct.
  8. Once changes are made, either click
    Revalidate
     on the
    Transaction Correction
     screen or return to
    Validation Status
     and click
    Validate
     to run the workflow again.

Transaction Correction (Validation Errors)

The
Transaction Correction
 screen is used for correcting transaction errors and warnings identified in the
Validation Status
 steps.
To access the
Transaction Correction
 screen:
  1. Choose
    Transaction Correction
     from the
    Pre-Receipt
     menu.
  3. Use the
    Filter field
     drop-down to choose a filter option, then use the
    Filter value
     drop-down to choose an error type.
  5. Error results and warning results will be separated into separate tabs:
  6. To correct an error or warning identified by the previous
    Validation Status
     process, choose an error/warning from the grid and click
    Edit
    . Make all necessary changes and save.
  8. Click
    Edit
     to open the
    Edit Transaction
     screen. All fields containing a validation error will be surrounded in red. Make all necessary changes, and then click
    Save
    .
  10. Once all errors in the
    Validation Errors
     screen have been resolved, click
    Revalidate
     at the top of the screen. This will redirect the user to the
    Validation Status
     screen. Run the validation workflow again. Repeat this process until all errors have been resolved.

Transaction Correction Table

Definitions: Errors vs. Warnings
Definitions: Errors vs. Warnings
Description
Error
A hard stop in the user's daily processing. This data is invalid or missing and must be resolved before the user can move beyond the validation step.
Warning
A potential issue with complete data. This data is also invalid, but you can move beyond the validation step and return to resolve/ignore warning at a later time. If only warnings remain and you wish to ignore the warnings to continue with processing, do not click Revalidate. Revalidation will return the warnings each time until they are resolved.
Source Fields
The source fields on the
Pre-Receipt Processing
 screen define where the transaction retrieved the data.
Source Field
Data Source
Location
I
Item Master
Maintenance
 menu
M
Manufacturer ID
Maintenance
 menu
H
HS Codes
Maintenance
 menu
(Blank)
User Company’s ERP System
Client Company’s ERP System

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