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This article applies to:

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

Data Stage

The
Data Stage
 screen compares and analyzes foreign trade operation information when SAT and IMMEX inventory control data is queried against each other. These functions can be accessed after the user uploads Authority-provided query files for the foreign trade operations.

UPLOAD FILE

  1. Click
    Upload File
    .
  2. Click on the
    Select
     button and select the local folder where the query files were previously decompressed. It is possible to select multiple files at once but must include the Summary and 501 files. Without them, a comparison cannot be generated.
  3. Once the local files have been selected, the system will automatically check that the selected files have the appropriate .asc extension. These files will show in the list. After all the files needed for the validations have been uploaded, click
    Load
    .
Once the files have been loaded, the following information will appear on the screen:
  • Application Number
  • Folio Number
  • Begin (Start) Date
  • End Date
Additionally, after all files have been successfully uploaded, the below message will appear on the screen:
The files Inci.asc and Sel.asc are not used by the system. However, if selected they are skipped and no error message is displayed. Once the files are loaded, they can be viewed for any of the following statuses:
important
It is possible to have an
Identificadores Partidas (554)
 file containing identical lines of information. However, there may be instances where the Broker inadvertently submitted identical incorrect data to the Government website. In that case, you must verify if this discrepancy occurred during the audit or ask the Broker for confirmation. In case there was a mistake on the Broker's part, it is highly recommended to conduct a thorough review of the process and rectify it accordingly. Once the Broker has rectified the information in VUCEM, you can then proceed with the DataStage download.
Every folio has a sub-menu which contains the following options:
  • Compare
  • Files
  • Delete
Each of these are described in more detail in the sub-sections listed below.

GROUPING RULES

The
Compare -> Grouping Rules
 sub-menu item can be used to setup the grouping rules of invoices to prepare the information to be compared with the Data Stage files. This setup should be done once the grouping criteria is known according to Broker rules.
The screen will refresh to show the validation options.
  1. Click
    Grouping Rules
    .
  2. Click on the
    Add New
     button and enter the grouping criteria.
The option will show the fields available to be used to group the pedimento information:
Fields
Description
Broker Customs ID
Define the Broker ID(s) (identified by patent number), which the grouping rule should applied. If not defined, the rule will not check the Broker ID. E.g.: A common grouping rule used by all Brokers.
Pedimento Codes
Define the pedimento code(s) which the grouping rule should applied. If not defined, all pedimentos will be grouped with the same rule. E.g.: Pedimento IN and A1 can be defined with same rule. Or, if this field is empty, all pedimento codes will be groubed with same fields.
Grouping Fields
Allow selecting one or more fields to be used as grouping criteria. This setup will define the pedimento sequence number rule to allow the comparison with Data Stage files. Fields available:
  • AltHtsIndex: Mexico HTS catalog index
  • MXHSNum: Mexico HTS Tariff code
  • FTAProgram: Import or Export Program (Ex. TLCAN)
  • MXProductDesc: Item description
  • CommercialUOM: Commercial Unit of Measure code (Ex.: PC)
  • MXTariffUOM: Tariff Unit of Measure code (Ex.: KG)
  • CountryOfOriginOrDestination: Country of Origin for Import; Country of Destination for Export
  • CountryBuySell: Coutry of Seller for Import; Country of Buyer for Export;
  • ProductNum: Part number code
Sorting fields
Allow selecting one or more fields to be used as sort order of the information. Select the fields in the screen in the same order it is needed by Broker Rules. The fields available are same those from Grouping Fields. E.g.: when selecting
ProductNum, MXHSHum
 is different from selecting
MXHSum, Product Num
. Not required.
When managing multiple rules, the Data Stage Comparison process will try to match the rule using a hierarchy. For example, if the first rule does match, the process will go to next rule from specific to general ones, until a rule is found:
  • It tries to find a rule with both fields matching: Broker ID and Pedimento Code.
  • It tries to find a rule with matching Broker ID only.
  • It tries to find a rule with Pedimento Code only
  • It tries to find a default with empty Broker ID and Pedimento Code.
  • If any of previous steps finds a rule: the process will not group the information.
important
If there is no configuration defined, the Data Stage Comparison process will not group the pedimento data, and the report result may show divergencies.

COMPARE

The Compare sub-menu item can be used to validate the operations in the folio against the information stored in the IMMEX inventory control system.
Rule Selection and Execution
In this system, users must select which group of rules will be utilized: either standard rules or customized rules. The logic for rule execution is as follows:
  • Standard Rule Exists: If a standard rule is present, it will be executed. The custom rule will not be executed in this scenario.
  • Only Custom Rule Exists: If there is no standard rule, but a custom rule exists, then the custom rule will be executed.
  • Both Rules Exist: When both standard and custom rules are present, only the standard rule will be executed.
Procedure
:Standard Rules: When choosing standard rules, the screen will display the available options for validation. The user should click on "Start Compare" to proceed with the execution.Custom Rules: If custom rules are selected, it is necessary to delete any existing standard rules. Custom rules are configured within the config.xml file.
One of the first automated system validations is a warning message, stating that the system recognizes pedimentos within the folio that are not in IMMEX.
The comparison results will then appear in a grid, similar to the screenshot shown below:
Clicking the expansion arrow on the far left of a record will open a sub-grid containing all validations. This can be used to view all pedimentos related to the error:
After the validation errors are identified, it should be easy to make any necessary corrections within the system. This way, all foreign trade operations information should remain in agreement.

DATA STAGE MASS VALIDATION

The
Data Stage Mass Validation
 screen can be used to run massive validations for one or several applications at the same time. The grid on this screen contains a list of all requests that can be validated, as well as any validations that can be made to these requests.
Working with Validations
  1. Choose one or more records in the grid to validate and check their corresponding boxes on the far left.
  2. Click the
    Action
     button. The
    Action
     button contains a drop-down of different validation options.
  3. Select the a validation from the list.
The
Validation Queue
 field will change from “0” to the number of validations (up to 10) that you selected in the previous step. Once the validation process is complete, the Validation Queue column will show “0” again.
If any errors occurred during the validation process, they will be listed in the record’s sub-grid. This can be viewed by clicking on the expansion arrow to the far left of the record.
The detail of the errors marked in the previous screen can be reviewed within the
IMMEX Lookup
 screen. This lookup will show the different pedimentos and records that were validated in the previous process.
note
Lookup reports can be extracted as Microsoft Excel-compatible spreadsheets.

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