This article applies to:

Product: ONESOURCE Global Trade
Sub-Product: Import Management

Import Management

The Template Management
and Invoice Management
screens share a common layout and core functionality. The functionality for both screens will be covered in this section. Any variances specific to a screen will be noted. Import invoice data can be entered manually via a template or pre-populated via an interface. Regardless of how data is entered, the steps to use the screens are the same. All active invoices in the system will appear in the Find Shipment
drop-down list.

To select an existing invoice, use the type-ahead feature to find the shipment in the Find Shipment
search box.

To create a new invoice, click New
.

To create a new shipment, click New
. Next, select the Export Country and Import Country. Enter the OrderNumShip, and then click Save
. If auto-sequencing is turned on within ONESOURCE Import Management, OrderNumShip will not be visible but will auto-generate upon creating the shipment.

To load a selected template, click From Template
.

Choose a template from the Template
drop-down. Modifications can be made and saved as a new invoice. If configured, users also have the option to enter the “OrderNumShip”: a user-defined reference number. ERP interfaces pre-populate the majority of data

Once an invoice is selected, up to thirteen (13) different standard tabs can appear on the Import Management
screen. The exact number of tabs may vary due to system messages and possible client-specific configuration settings. Each standard tab is explained below.

Additionally, processed shipments will also contain a status message that shows both the shipment status and the time and date of processing.