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This article applies to:

  • Product: ONESOURCE Global Trade
  • Sub-Product: Import Management

Equipment

The
Equipment
 tab contains instruments of international traffic (e.g. containers, cartons, pallets) information associated to a shipment on an invoice. Fields available within this tab are configurable based on client needs. As with other tabs, the
Equipment
 tab contains features to aid the user with navigating equipment-related records (scroll bar, page size, etc.).

Add Equipment

To add equipment, click
Add New Record
.
Clicking
Add New Record
 will bring up a blank
Edit
 pop-up. Enter equipment-related details into the fields of the pop-up.
To save the record and keep the pop-up open for further editing, click
Save
.
To save the record and close the pop-up, click
Save and Close
.
To drop all changes without saving, click
X
.
important
The SOLAS fields allow importers to record required data to meet the Safety of Life at Sea Requirement. Companies can track the actual Verified Gross Mass (VGM), verification method, person/signature verifying the VGM being reported. In order to assist in calculating a container’s VGM, the system supports entering tare weight separately. If this data is entered, companies can generate a VGM Certificate to share with carriers, forwarders, and other supply chain partners.
The contents of the
Edit Equipment
 pop-up are in a form view. Depending on how the system was configured, the fields on this tab may be broken into one or multiple sections, as indicated by a gray bar.
Hiding/Expanding Sections
To hide a section, choose a section to hide and then click its corresponding arrow on the far right.
The fields for that section will now be hidden on the screen. Clicking the arrow a second time will make the fields visible again.

Fields

Fields with a red asterisk (*) beside the field name are required fields and cannot be omitted. If the user attempts to save the license and a required field is blank; the system will generate an error message on the screen.
Filter Form Fields
Each section will have a
Filter Form Fields
 search box. As the user types a value into this textbox, the section will refresh to only show fields matching what was typed.
Show Required Fields
To filter a section to only show the required fields, check the
Show Required Fields
 box. The grid will refresh to only show required fields.
Show Empty Fields
To filter a section to only show the empty fields, check the
Show Empty Fields
 box. The grid will refresh to only show empty fields.

Edit Equipment Record

To edit an existing equipment detail record, choose a record to edit and move the cursor to the corresponding downward arrow.
Once the options menu appears, click
Edit
.
Clicking
Edit
 will open the
Edit
 pop-up. Make any necessary changes.
To save the record and keep the pop-up open for further editing, click
Save
.
To save the record and close the pop-up, click
Save and Close
.
To drop all changes without saving, click
X
.
important
The SOLAS fields allow importers to record required data to meet the Safety of Life at Sea Requirement. Companies can track the actual Verified Gross Mass (VGM), verification method, person/signature verifying the VGM being reported. In order to assist in calculating a container’s VGM, the system supports entering tare weight separately. If this data is entered, companies can generate a VGM Certificate to share with carriers, forwarders, and other supply chain partners.
The
Equipment
 tab can be configured so only certain security groups can see the data in the Edit pop-up. If a user does not belong to a security group with access, the following message will appear:

Copy Equipment

To copy an existing equipment record, choose a record to copy and move the cursor to the corresponding downward arrow.
Once the options menu appears, click
Copy
.
A confirmation pop-up opens, prompting for confirmation of the copy action.
To drop changes and return to the
Equipment
 tab, click
Cancel
 or
X
.
To create a copy, click
OK
.

Delete Equipment

To delete an existing equipment record, choose a record to delete and move the cursor to the corresponding downward arrow.
Once the options menu appears, click
Delete
.
To remove the record, click
OK
 in the confirmation pop-up.
To cancel the deletion and close the pop-up, click
X
 or
Cancel
.

Sorting Equipment

To sort equipment records, choose a column to sort and click the column header. Click once to sort in ascending order.
Click twice to sort in descending order.
Click a third time to return the table to its original order.
Numerical values will precede alphabetical values.

Filter Equipment

To use the advanced filter options, click
Show/Hide Filter
.
A field will appear in the bar above each column header. Choose a column to filter by and enter a value into the field. Click the filter button to the right once a value is entered. Choose a filter option. Filter options may vary depending on the column type (alphanumeric, numeric, etc.).
Multiple columns can be filtered at the same time to further refine a search.

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