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This article applies to:

  • Product: ONESOURCE Global Trade
  • Sub-Product: IMMEX

Company Maintenance

The
Company Maintenance
 screen is used to store information on all companies listed as Consumers, Suppliers, Carriers, and Customs Agents for your company.
Unless a company is registered in this screen, it cannot be used in the billing process. As such, it is important that the screen’s data be routinely updated manually by you or via an interface file.
For a company to be processed into the system, it must be assigned an ID (identification) Number. Depending on how the system was configured during implementation, ID Numbers can be manually entered or automatically calculated.

Editing an Existing Company

To modify an existing company record, choose a company and click on its corresponding
Edit
 button.
Clicking
Edit
 will open a series of tabs that contain additional company information. All these tabs are explained in more detail in the Company Maintenance User Guide.
MX Info
In addition to the
Company Info, Addresses
, and
Contacts
 tabs; the
MX
 Info tab is exclusive to ONESOURCE IMMEX. This tab can be used to enter Mexican company information, such as:
  • The months of expiration for temporarily-imported material (only for V1 Pedimentos
  • Linkage & valuation method (declared in COVE, Manifestation of Value, and Worksheet)
  • If the company is registered in IMMEX or not.
See the following table for an explanation of all the available sections:
Section
Information
Name
Enter the company’s first name.
Middle Name
Provide the middle name, if applicable.
Last Name
Enter the last name.
Mother Maiden Name
Provide the mother's maiden name.
Street
Enter the street address.
Exterior Num
Specify the exterior number.
Interior Num
Provide the interior number, if applicable.
Neighborhood
Enter the neighborhood.
Municipality
Specify the municipality.
Federal Entity
Enter the federal entity.
Months of Expiration
Specify the months until expiration.
Relationship Flag
Indicate the relationship status. The possible options are:
  • No existe vinculación
  • Si existe vinculación, no afecta el valor en aduana
  • Si existe vinculación, afecta el valor en aduana
Value Method
Provide the method of value. The possible options are:
  • Valor comercial (Clave usada solo para la exportación)
  • Valor de transacción de las mercancías
  • Valor de transacción de mercancías idénticas
  • Valor de transacción de mercancías similares
  • Valor de precio unitario de venta
  • Valor reconstruido
  • Último recurso
  • Declaración de valor provisiona
Registered Company
Use the dropdown to select if the company is registered in IMMEX or not.

Deleting an Existing Company

To delete an existing company record, choose a company and click on its corresponding
Delete
 button.
A pop-up will appear on the screen, requesting confirmation of the deletion. Click
OK
 to continue.

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