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This article applies to:

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

MX Permits (Rule 8 and Cofepris [Health] Permits)

The
MX Permits
 screen is used to store all Rule 8 and/or COFEPRIS permits registered within your IMMEX system.

Selecting a Permit Type

To select the type of permit to be viewed.
  1. Click on the
    Permit Type
     drop-down and select a permit type:
    Rule 8
     or
    Health (COFPRIS)
    .
  2. The grid will then refresh to display all permits for the selected type within your IMMEX system.
Adding a New Permit
To add a new permit.
  1. Click
    New
     to open the
    Maintain MX Permits
     pop-up.
  2. This pop-up is divided into two parts: the
    Permit Data
     and
    Permit Detail
    . Both sections will be explained in more detail below. Before completing these two parts of the pop-up, select a permit type from the
    Permit Type
     drop-down. Options are:
  • Rule 8
  • Health (COFEPRIS)
Permit Data (Encabezado del Permiso)
The
Permit Data
 section makes up the top half of the
Maintain MX Permits
 pop-up. Complete the fields as described in the table below. After all information has been entered, click
Save Data
 to continue.
Fields
Description
Permit Number
Enter the Permit Number.
Regulation Type
Select the corresponding Permit Type.
Unit of Measure
Select the corresponding Unit of Measure.
Start Date
Enter the permit’s Start Date.
End Date
Enter the permit’s End Date.
Comments
If this permit requires comments, enter them here.
important
If you selected
Rule 8
 as your Permit Type, you will also need to include the registered permit’s corresponding Mexican HS Number.
Permit Detail (Detalle del Permiso)
For the
Permit Detail
 section of the
Maintain MX Permits
 pop-up to be accessible, you must first save the Permit Data section as described in the
Permit Data (Encabezado del Permiso)
 section above.
To save the Permit Details, click on the
Add New
 button. If no Permit Data information has been saved, this button will not be active and appear in gray font.
If
Permit Data
 information was saved, clicking
Add New
 will open the
Add New Permit Detail
 pop-up. Complete the fields as described in the table below and then click
Save
.
Fields
Description
Radio Buttons
Select the radio button for the most applicable data source:
  • Product Number
  • Product Number
  • Group
  • Group
  • HTS
  • HTS (HS) Number
Drop-Down
The name of this drop-down will vary depending on which radio button you selected above. Choose the applicable information from this drop-down and proceed to the next field.
  • Product Number
  • Material Number
  • Group
  • Group Identifier
  • HTS
  • HTS (HS) Number
Allowed Quantity
Enter the amount allowed for the permit.
Allowed Value
Enter the value of the allowed amount.
Returning to MX Permits (Rule 8 and COFEPRIS)
To return to the
MX Permits
 (Rule 8 and COFEPRIS) screen, click the
X
 on the top right corner of the pop-up.
The main screen will reappear. Select the Permit Type to proceed.
Modifying/Deleting Existing Permits
Depending on what you selected in the
Permit Type
 field, either the Rule 8 or Health (COFEPRIS) permits will appear in the grid.
To edit or delete a record, choose a record in the grid to be modified or deleted and hover the cursor over the drop-down icon in the second-to-left column (as shown below).
Two options will then appear in the menu:
Modify an Existing Permit
To modify an existing permit.
  1. Select
    Maintain
     to open the
    Maintain MX Permits
     pop-up with all the permit’s existing information pre-populated into the fields.
  2. Make any necessary changes.
  3. Click
    Save Data
    , and then click
    X
    . These changes will save within the system.
Deleting an Existing Permit
To delete an existing permit.
  1. Select
    Delete
    . A confirmation pop-up will appear on the screen.
  2. Click
    OK
     to delete the permit or
    Cancel
     to drop all changes and return to the main screen.
important
Deleted permit numbers are erased from the system and cannot be recovered. Before clicking
OK
, confirm your wish to delete the permit.
Additional Notes
After all permit’s information has been added to the
Maintain MX Permits
 screen, it can be assigned to a part number and used in any invoice of your choosing. This can be done on the
Work With Invoices
 screen.
During pre-validation of the invoice, the system will check to see if the permit has enough balances for processing. Pre-validation can be done by checking an invoice’s box on the left and then clicking
Process & Prevalidate Invoices
.
If the permit has an insufficient balance, the
Invoice Status
 will show as
Prevalidation Failed
. The permit record can be expanded by clicking the expansion arrow on the far left.
The following additional information will then become visible:
  • Invoice Header Details
  • Invoice Details (any Product Number[s] with an insufficient balance for the purposes of the permit)
  • Any validation error messages preventing the permit from being processed
important
Alarm levels are configurable and typically determined when the system is first configured. By definition, the system will display the message when the balance of the permit is at 80% usage or another percentage specified by the user.

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