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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 Overview, Task Manager, and FTZ Search

There are various tools available within the FTZ system to assist you in your day to day activities.

Task Manager

The
Task Manager
 screen allows users to perform a variety of tasks:
  • log events
  • make a to-do list
  • be reminded of a call/e-mail/meeting
  • record any other miscellaneous tasks
Tasks in the Task Manager will be displayed in the
My Dashboard
 window as they become current. This screen can be opened by choosing
Task Manager
 from the
Tools
 menu.
To add a task to the Task Manager:
  1. Complete the fields listed in the table below.
    Fileds
    Description
    Calendar
    Use the calendar to specify a day in which the task is to be completed.
    Remind
    Use this drop-down to specify which user will be reminded of the task.
    In Partner
    Use this drop-down to choose which partner/zone the task will appear in.
    Days Ahead
    Use this field to specify how many days in advance the user will be reminded of the task.
    Action
    Use this drop-down to specify what type of action this task is.
    Task
    Use this textbox to write a description of the task to be performed.
    Choose File
    Use this section to attach any files to assist with the task. This field is optional.
  2. After these fields have been completed, click
    Update
    .
  3. To modify an existing task, locate a task in the grid below and click
    Edit
    .
  4. Make any necessary changes, then click
    Update
    .
The
FTZ Search
 screen is used for creating custom queries for some of the main FTZ Management tables. This screen can be opened by choosing
FTZ Search
 from the
Tools
 menu.
To perform an FTZ search, refer to the following process or watch a video demonstration.
  1. Choose a source from the
    Choose Source
     drop-down.

FTZ Search Columns (Source vs. Display)

The next step is to specify which columns should display. Source columns are the potential columns that can be chosen for a search. Display columns are the columns that will appear on the search.
To move a source column to the
Display Columns
 section:
  1. Click a column name from the
    Source Columns
     section.
  2. Use the single right button to move the column.
  3. Use the single left arrow to move the column back to Source Columns.
To move all source columns to the Display Columns section:
  1. Click the double right arrow. This will move all columns back to
    Source Columns
    .
To change the order of display columns:
  1. Use the up and down arrows on the far right.

Current Search Criteria (Parameters)

After the column order is finalized, scroll down to the next part of the
FTZ Search
 screen.
To add a parameter:
  1. Click
    Add New Parameter
    .
  2. Complete the following fields listed below:
Current Search Criteria: Parameter Fields
Description
Search Parameter
The options available in this drop-down match the list of column headers located in the “Display Columns” section above.
Comparison
A comparison qualifier for the search (e.g. Equal To, Less Than, Contains, Ends With, Is Empty, etc.)
Value
The value to be searched against. Click Insert after these three fields are complete.
Edit
Edit the Parameter. Make necessary changes, then click “Update”.
Remove
Remove the Parameter.

Current Search Analysis (Functions)

After the Search Parameters are finalized, scroll down to the next part of the
FTZ Search
 screen.
To add a function:
  1. Click
    Add New Function
    .
  2. Complete the following fields listed below:
Current Search Analysis: Function Fields
Description
Column
The options available in this drop-down match the list of column headers located in the “Display Columns” section above.
Function
A comparison qualifier for the function (e.g. Sum, Mean, Count)
Result
The numeric result of the function once applied to the search.
Edit
Edit the Function. Make necessary changes, then click “Update”.
Remove
Remove the Function.

FTZ Search Results

Once all Parameters and Functions are set, click
Save Search
. Name the search and return to the
FTZ Search
 screen.
Search results meeting all specified parameters and functions will appear in a grid at the bottom of the screen. Perfect matches to the specified search criteria will be highlighted.
Columns will be arranged as they are laid out (top to bottom) in the
Display Columns
 section of the screen.
To reorder the columns:
  1. Drag a column header to the left or right.
important
You can extract up to 1 million results in a single operation. If you need to extract more than 1 million results, contact your system administrator for assistance.
Once the extract is complete, open or save the report to the local drive

Saved Searches

If you find yourself using the same search several times on the
FTZ Search
 screen, you may want to save your search:
  1. Click
    Save Search
    . A pop-up will open.
  2. Enter a name, description, and other details regarding the search to be saved.
To open a saved search:
  1. Click
    Select Search
    . A pop-up will open.
  2. Choose and click a search name.
To edit a saved search:
  1. Click
    Select Search
    .
  2. Click the
    Search Name
     inside the
    Saved Searches
     pop-up.
  3. Make any necessary changes to the columns, parameters, and/or functions.
  4. Click
    Edit Search
    . A pop-up will open.
  5. Click
    Update Search
    .

Copy Search to New

To create a new search based off a copy of the currently selected search:
  1. Click
    Copy Search to New
    .
To close the currently selected search:
  1. Click
    Close Search
     at the top of the screen.

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