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Automated Export System (AES)
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This article applies to:

  • Product: ONESOURCE Global Trade
  • Sub-Product: US Regimes & Connectivity

Export Template, PO, and Invoice Management

In the ONESOURCE: Export Management product; the
Template Management, Purchase Order Management
, and
Invoice Management
 screens all share a common layout and core functionality.
To select an existing purchase order or invoice, use the type-ahead search feature to find the shipment in the
Find Shipment
 search box.
To create a new invoice, click
New
.
To create a new shipment:
  1. Click
    New
    .
  2. Select an export country and import country.
  3. Enter the OrderNumShip.
  4. Click
    Save
    . If auto-sequencing is turned on within ONESOURCE Export Management, OrderNumShip will not be visible but will auto-generate upon creating the Shipment.
To load a selected template:
  1. Click
    From Template
    .
  2. Choose a template from the
    Template
     drop-down. Modifications can be made and saved as a new invoice. You also have the option to enter the “OrderNumShip”: a user-defined reference number. ERP interfaces pre-populate most data.
After a purchase order or invoice is selected, up to thirteen (13) different standard tabs can appear on the
Export Management
 screen. The exact number of tabs may vary due to system messages and possible client-specific configuration settings.
All standard tabs are covered in the ONESOURCE: Export Management User Guide, but AES Connectivity users will have an additional step to complete in the
Parties
 tab.

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