Command Buttons
These buttons (under the navigation bar) invoke specific actions as described below:
Command Buttons | Description |
|---|---|
New | Creates a new invoice from scratch or a template. |
Save and Validate | Saves all changes and updates made to an invoice. After saving, the system cross-checks the invoice to determine the accuracy of the entered data. |
Save as Template | Creates a template from the current invoice for future use. |
Reload | Refills all invoice fields with the most recently stored information. |
Void | Cancels an invoice and changes its status to Void . AVoid Reason andVoid Explanation must be entered before the void can take effect. Once a shipment is voided, the Void Reason and Void Explanation are inserted as notes associated to the shipment for permanent retention. When a voided invoice is retrieved, aReactivate button appears on the “Import Management” screen. ClickingReactivate removes the void and allows the invoice to be processed or edited as needed. |
Preview Documentation | Creates system-generated draft documentation for review. |
Process Shipment | Saves changes & updates made to the invoice. The following actions are performed during the Process Shipment stage:
|
Aluminum Smelt and Cast | If configured, this action button allows you to enter in necessary Aluminum Smelt and Cast reporting requirements for aluminum imports into the United States. |
Craft Beverage Modernization Act (CBMA) | If your system is configured for CBMA processing, additional data elements can be applied to line item details via a pop-up modal. |
Steel Melt and Pour | If configured, this action button allows you to enter the required Steel Melt and Pour country reporting data for steel imports into the United States, in compliance with Section 232 requirements. |
Override and Process | If the shipment has any hold validations, they can be overridden by clicking this button. |
Finalize | Marks a shipment as “Finalized” and ready to ship in order to prevent further editting. |
Unfinalize | Unlocks a finalized shipment (this command is limited by security group). |
Exit | Closes ONESOURCE Import Management. |
Process Shipment
To process a shipment, click
Process Shipment
.
The shipment will then be queued for processing and the following message will appear on the screen, showing where the shipment is in the queue:
Once an invoice is successfully processed, the
Process Shipment
command button changes to Undo Shipment Processing
.
Override and Process
To override a shipment with a hold validation, click
Override and Process
.
A pop-up will display, requesting a note be entered before continuing. Select an Override Reason, write a note, and click
Submit
to continue.
important
Overridden messages are permanently stored on the shipment as “HOLD OVERRIDDEN”.
Finalize
Clicking “
Finalize
” locks down a completed invoice and disables it from any further editing.
Before proceeding, the
Finalize Shipment
pop-up will open, requesting confirmation of the finalization. Click Submit
to proceed or X
to cancel and close.
Integration with Other Modules
After an invoice has been processed, clients configured to utilize other ONESOURCE modules, such as direct filing solutions (e.g. Automated Broker Interface), can continue filing import declarations as described in the User Guides of these other modules.
Unfinalize
Clicking
Unfinalize
unlocks a finalized invoice for further editing. This feature is configured around security group permissions. For further details and instructions, please contact your system administrator.
In the
Unfinalize Shipment
pop-up, provide an explanation for unfinalizing the shipment. Click Submit
to proceed or X
to cancel and close.
Related Content
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Import Management
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