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Importer Security Filing (ISF)
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This article applies to:

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

Defaults

The “
Defaults
” screen is used to setup and configure system parameters. This screen can be opened by choosing “Default s” from the “Maintenance” menu.
Some default values only need to be setup once and changed only as needed. Each of these default settings affect the behavior of ONESOURCE ISF, including both data stored in the system and data transmitted on a Security Filing.
The Filer Code, Port Code, and Office Code (all provided by CBP) will be used to create the prefix for filing reference numbers within the system. This information will also be used in transmitting data to CBP and should synchronize with CBP’s setup in the ABI system. When creating a new partner in the system, all information in the “Defaults” screen must be completed before Security Filings can be transmitted using the new partner.

Data Entry Fields

The table below lists all fields and checkboxes located on the “Defaults” screen. Fields where the left column shows in
orange
 are set at the time of implementation and should never be modified.
If any issues occur with the product type-ahead database, please contact your Client Delivery representative for product assistance.
Fields
Description
Item Search Type
This drop-down allows the user to select a source for the type-ahead functionality when adding items to a Security Filing.
  • Classification
    :
    Global Classification will be the source for the type-ahead functionality.
    The user must be subscribed to Global Classification for this feature to work.
  • Item Master
    :
    The “Item Master” table in Foreign-Trade Zone Management will be the source for the type-ahead functionality.
    The user must be subscribed to Foreign-Trade Zone Management for this feature to work.
Item Search URL
This textbox allows the user to specify the URL location of the appropriate product database for the type-ahead capability.
Item Search Partner ID
This textbox allows the user to specify the Partner ID for the appropriate product database for the type-ahead capability.
Next Reference Number Suffix
This textbox indicates the next sequential number used in creating a new Security Filing. This value increases by one (1) each time a new Security Filing is created and saved.
Next Template Number Suffix
This textbox indicates the next sequential number used in creating a new Security Filing Template. This value increases by one (1) each time a new Security Filing is created and saved.
HS VALIDATION TYPE
This drop-down is used to determine the length of the HS Number: six (6), eight (8), or ten (10) digits. While only the first six digits are mandatory, the more detailed versions of the HS Number may be used when filing.
If the user sets a default of a ten-digit HS Number, the user must enter and transmit all ten digits of the HS Number in the Security Filing.
When ONESOURCE ISF validates a Security Filing, the system will validate to ensure the length of the entered HS Number matches the Default setting.
To select HS Numbers of any length, choose “All” from the drop-down. This feature is useful in cases when consistency in the number of digits across all line items on all Security Filings is not desired.
PARTY NAME FIELD
This drop-down is used to determine which name field will be the primary identifier for parties in the ONESOURCE ISF system.
To set the default, select either the Official Party Name (“PartyName”) or the Internal Party Name (“InternalPartyName”) from the drop-down.
SEARCH PREFERENCES
Options include:
1. Ignore Templates on Search
2. Ignore Blank Identifiers on Search
3. Ignore Reference Filings
4. Ignore Deleted Filings
TRANSMISSION PREFERENCES
“Transmission Preferences” contains a checkbox for “Prevent Transmission on Validation Error”.
If the user chooses to transmit a Security Filing with validation errors to CBP, CBP may reject the Security Filing if the existing error involves missing information.
One exception to this is the verification of Bill of Lading information. This validation checks the Bill of Lading to the list of Bills of Lading that have:
1. Appeared on Security Filings transmitted to CBP using the open Partner
2. Have not been subsequently deleted by CBP
important
If ONESOURCE ISF was not used to create a Security Filing, the outside Security Filing cannot be verified within the system.
If a match appears during validation, the system gives a validation warning. Both the “Prevent Transmission” box in the defaults and the Bill of Lading validation will not prevent transmission if there are validation warnings.
  • Enabled
    :
    ONESOURCE ISF will not allow the Security Filing to be transmitted to CBP if one or more validation errors exist on the Security Filing.
  • Disabled
    :
    ONESOURCE ISF can transmit a Security Filing to CBP, even if one or more validation errors exist on the Security Filing.
MASS INSERT
  • Enabled
    :
    In “Edit Security Filing”, the user can add up to ten (10) parties to a Security Filing en masse.
    In “Edit Party”, the user can add up to six (6) address components to a party en masse.
  • Disabled
    :
    Data entry within the ONESOURCE ISF partner will revert to its default behavior. Parties and other fields will need to be entered one-by-one instead of en masse.
PERFORMANCE OPTIONS
  • Compress View State
    :
    If enabled, the amount of data requested for each display is lowered. Screens will appear to load faster as a result.
    If disabled, the amount of data requested for each display is increased. Screens will appear to load slower as a result.
  • Alternate Tab Behavior
    :
    If enabled, the system will only query the data shown on the open tab. The edit process will load faster, but a data load will be required when the user alternates between tabs.
    If disabled, the system will query all data loaded when the screen was opened. This will slow the opening of an individual Security Filing, but navigation between data tabs will be faster.
PROCESS OPTIONS
  • Require Note on Delete
    :
    If enabled, the user will need to provide an explanatory note whenever attempting to delete a Security Filing.
Make any necessary changes
, and then click “
Save
”.

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