Edit Party
Clicking
“Edit” to the left of the “Party Name” field will open the “Edit Party” screen. This screen displays all information associated with the selected party.
Each time data is saved, ONESOURCE ISF performs a validation check to ensure that duplicate data does not exist for the selected partner. Duplicate validation is performed by finding a match on both the party name and internal name.
If a duplicate is found, the address information of the existing party will display above the “Edit Party” tabs. The user will then be asked if this is a duplicate. If so, they will have to determine whether to exit without saving the data or modify either name field to create a new, unique party record.
In order to quickly identify specific information about the selected party, the “Edit Party” screen is organized into multiple tabs. These tabs are described in more detail in the below sections.
General
The “
General
” tab contains general information about the party, the specific fields of which are listed in the table below.
- If the field has an asterisk (*) beside it, then it is a mandatory field and must be completed. If this field is left empty, the Security Filing will not be accepted by CBP.
- Bolded fields with no asterisks are not required for the Security Filing to be accepted but will be submitted to CBP if completed.
- Non-bolded fields with no asterisks are not required for the Security Filing to be accepted and will not be submitted to CBP.
Fields | Description |
|---|---|
Party Name* | The text name of the entity as it will be reported to CBP. |
Internal Name | The internal name used to reference the party. This is not transmitted to CBP. This field can be used to determine differences between trading partners or facilities. It is especially useful if an organization has multiple facilities/partners with the same CBP-reported name but different details (contact, address, party role, etc.). In order to use this field instead of default CBP-reported Party name field or Party identification, the user must update the “Party name field” option within the “Defaults” screen. |
Alt Name Type | Label for secondary name for same entity (if known). N/A Alias (Other Names Used) Alternate Address Division Doing Business As Formerly Doing Business As Formerly Known As |
Alt Name | Secondary name for same entity (if known) |
Email | E-mail contact at entity (internal purposes only) |
Phone | Phone contact at entity (internal purposes only) |
Fax | Fax contact at entity (internal purposes only) |
Modify Date | The system populates this field with the date of the last modification to the indicated party. |
Modify User | The system populates this field with the username of the user who made the last modification to the indicated party. |
Address
The “
Address
” tab allows all address components to be entered at one time. An address can be entered in one of two ways, depending on whether or not the “Mass Insert” feature was activated in the “Defaults” screen (located under the “Maintenance” menu).Entering an Address (Mass Insert Disabled)
To
enter
an address, first choose
a component type from the “Component Type” drop-down.Due to CBP requirements, address components have a maximum length of 35 characters. Therefore, each address component is broken down, entered, and transmitted to CBP as a separate data element.
To
break
the address into smaller components, click
on the “Component Type” drop-down and choose
which of the following components are to be added to the address.
Although it is not a requirement that each address component type be completed, a minimum number of address components must be entered in order to obtain a valid address.
important
No more than six (6) total address components may be used and each address component can only be used a maximum of one (1) time in order to form a valid address. The exception to this rule is “Unstructured Street Address”, which can be used up to the maximum number of address components to form a valid address.
Once a Component Type has been selected, additional standard address fields are available (and required), such as:
Fields | Description |
|---|---|
City* | The city address of the party’s business residence. |
Country* | The country address of the party’s business residence. |
Sub Country* | The sub-country address of the party’s business residence. Examples of a sub-country would be a State (e.g. North Carolina), Province (e.g. Saskatchewan), or Region (e.g. Crimea). This field can be derived from data within Global Trade Content and is required based on whether the chosen country has sub-countries, such as states or provinces. |
Postal Code | The ZIP or Postal Code for the party’s business residence. |
Once all information has been completed for a Component Type,
click
“Add”.
All saved components will appear in a grid below the “Component Type” and “Value” fields. Once all information has been completed for all Component Types,
click
“Save”.
Entering an Address (Mass Insert Enabled)
If “Mass Insert” is enabled, the user can enter corresponding data into any of the provided text boxes. The “Address” tab will appear as shown below.
Once the address information is completely entered,
click
“Save”.
Importer
The “
Importer
” tab is used for reviewing, adding, and modifying importer party identification information, especially the ISF Importer Number. It is important to note that the “Importer” tab is used to input information about the ISF Importer: the entity legally required to file the Security Filing. The ISF Importer can be the same as the Importer of Record (the entity that making the entry of the goods) or a separate entity.In order for a party to be classified as an Importer, the “ISF Importer Number” field must be completed and a valid “Qualifier Type” chosen.
Choose
a Qualifier Type from the “Qualifier Type” drop-down.
The remaining fields (“Country of Issuance” and “Date of Birth”) are required only if the “Passport Number” Qualifier Type is used.
Party Types
The “
Party Types
” tab identifies the selected party as one or more of the following party types:
Once a “Party Type” has been selected,
click
on the “Identifier Type” drop-down and choose
an identifier for the party. This field is optional unless the party is an Importer of Record or Consignee. If the party is an Importer of Record or Consignee, only applicable Identifier Types will appear in the drop-down.
Once all data is entered,
click
“Add”. All added Party Types will display in a grid, as shown below.
Editing an Existing Party Type
To
edit
an identifier after adding it to the grid, click
the “Edit” button.
Make any necessary changes
, and then click
“Update”.
Deleting an Existing Party Type
To
delete
an existing party type, click
“Delete”.
If the party type is not part of an active Security Filing, the party type will be removed from the grid.
If the party type is part of an active Security Filing, the party type cannot be removed from the grid. ONESOURCE ISF always checks to ensure that no party currently in use on a Security Filing is deleted.
Other Identifiers
The “
Other Identifiers
” tab is used to provide additional identifying information in order to reference a specific party within ONESOURCE ISF. These identifiers can be used during data import and data mapping. If the party identifiers within the system do not match the imported data’s source system, a new party will be created.To
add
an identifier, select
a type from the “Type” drop-down.
Enter
an Identifier, and then click “Add”. All identifiers will then appear in a grid, as shown below:
Modifying an Existing Identifier
To
edit
an existing identifier, choose
an identifier from the grid and click
its corresponding “Edit” button.
Make any necessary changes
, and then click
“Update”.
Deleting an Existing Identifier
To
remove
an identifier, choose
an identifier to be removed, and then click
“Delete”.
Related Content
-
Importer Security Filing (ISF)
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Article