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Automated Export System (AES)
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Search ONESOURCE Global Trade Support Help and Support.

This article applies to:

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

Parties

The
Parties
 tab consists of all companies and/or individuals involved in the invoice/transportation transaction. This tab contains sub-tabs for various party types involved in typical exports (Seller, Ship To, Ultimate Consignee, etc.). Parties sub-tabs can be hidden upon request to meet client configuration needs. Each of these sub-tabs work in a similar manner.
Company information can be entered manually or pulled from drop-down fields. The company information in the drop-down fields comes from the
Company Maintenance
 table, located under the
Maintenance
 menu within user’s drop-down section (top-right of screen). These drop-downs have the type-ahead functionality to assist with searching.
To add a party to the
Company Maintenance
 table from the shipment:
  1. Click
    Add Company
    . This action will open a pop-up requesting further information about the company.
  2. Provide a Company ID, Company Name, Company Type, and further information as available.
  3. Click
    Finish
     once complete.
note
If the company already exists, you must choose to update the existing record, save as a new address for the existing company record, or override and save as a new company. After the selection has been made, click
Finish
 to save and close.
The
Select a Company
 field has type-ahead capabilities. Start typing a company name. The system will show the possible results.

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