3 Manage Customs Entries

The Manage Customs Entries option opens the Customs Entry Search window. The Customs Entry Search window allows you to search for customs entry as well as view and edit the search results.

You can access the Customs Entry Search window from the Task menu, select Trade Management > Import Financials > Manage Customs Entries. The Customs Entry Search window appears.

The Customs Entry Search window contains the following sections.

Figure 3-1 Customs Entry Search

Customs Entry Search window

Search for a Customs Entry

To search for a customs entry:

  1. From the Task menu, select Inventory Management > Manage Customs Entries. The Customs Entry Search window appears.

  2. You can search for a customs entry by using basic or advanced search criteria, depending on the requirement. The basic mode is the default search mode.

    • Click Advanced to access the search section in advanced mode.

    • Click Basic to return to the basic mode.

Search for a Customs Entry Through the Basic Search Criteria

To search for a customs entry by using basic search criteria:

  1. Enter, select or search for one or all of the following basic search criteria.

    Table 3-1 Customs Entry Search - Basic Search Fields and Description

    Fields Description

    Match option

    Check radio button All or Any.

    All - only CEs matching all entered search criteria are shown.

    Any - CEs matching each entered search criteria are shown.

    Customs Entry

    Enter the customs entry ID.

    Entry No.

    Enter the customs entry number.

    Status

    Select the customs entry status.

    Possible customs entry statuses are:

    • Worksheet

    • Send

    • Confirm

    • Downloaded

    • Confirmed

    Import Country

    Enter, select or search for the import country.

    Entry Status

    Enter, select or search for the entry status.

    Entry Date

    Enter a date or use the Calendar icon to select a date.

    Entry Port

    Enter, select or search for the entry port.

  2. Click Search. The customs entries that match the search criteria are displayed in the Results section.

  3. Click Reset to clear the search section and results.

  4. Click Done to close the window.

Search for a Customs Entry Through Advanced Search Criteria

To search for a customs entry by using advanced search criteria:

  1. To search using advanced search criteria, enter or select one or all of the advanced search criteria.

    Table 3-2 Customs Entry Search - Advanced Search Criteria and Description

    Fields Description

    Division

    Enter, select or search for the division.

    Group

    Enter, select or search for the group.

    Department

    Enter, select or search for the department.

    Class

    Enter, select or search for the class.

    Subclass

    Enter, select or search for the subclass.

  2. To narrow down the search, use the list next to the search fields. For example, determine if the entered value should equal or not equal the search result.

  3. Click Search. The custom entries that match the search criteria are displayed in the Results section.

  4. Click Reset to clear the search section and results.

  5. Click Add Fields to add more fields for the advanced search. To remove the field from the search, click the x right next to the field.

  6. Click Done to close the window.

Results

The Results section lists the retrieved customs entries. The Results table shows the following columns by default.

  • Customs Entry

  • Entry No.

  • Status

  • Import Country

  • Entry Status

  • Entry Date

  • Entry Port Description

Edit a Customs Entry

To edit a customs entry, follow the steps listed below.

  1. From the Tasks menu, select Trade Management > Manage Customs Entry. The Customs Entry Search window appears.

  2. Enter or select search criteria as desired to make the search more restrictive.

  3. Click Search. The Customs Entries that match the search criteria are displayed in the Results section.

  4. Select a record in the Results section.

  5. In the Customs Entry column, click on the customs entry link, or mark a record and select Actions > Edit or use the Edit icon. The Customs Entry window appears.

  6. The values of the selected customs entry are displayed. Change the values, if necessary. For more details about the values of the Customs Entry window, see the Define/Enter a Customs Entry section.

  7. Then select one of the following options.

    • Click Save and Close to save you entries and close the Customs Entry window.

    • Click the arrow on the right side of the button to display the additional save options.

      • Click Save to save your entries.

      • Click Save and Create Another to create further entries.

    • Click Cancel to reject all entries and close the Customs Entry window.

Download a Customs Entry to a Broker

To download a customs entry, follow the steps below:

  1. From the Tasks menu, select Trade Management > Import Financials > Manage Customs Entries.

    The Customs Entry Search page appears.

  2. Enter criteria to find the entry you wish to confirm. Click Search.

    The entries that match the search criteria are displayed in the Results section.

  3. In the Customs Entry column, click the customs entry link, or select Actions > Edit, or use the Edit icon ( edit icon).

    The Customs Entry page appears.

  4. Select the Send option from the Status field. The status of the customs entry changes to Send.

  5. Click Save to save your changes or click Save and Close to save your changes and close the page. The customs entry will be downloaded by the system during the nightly batch run. When this process completes the status will automatically be updated to Downloaded.

Allocate Customs Entry Charges to Actual Landed Cost

The duties, taxes, and fees which must be paid to the import authority to clear merchandise through customs are captured on customs entries. These charges, along with the merchandise cost of the item and any expenses incurred when transporting, make up an item/location's actual landed cost. The customs entry charges can be allocated to the actual landed cost module where they can be compared to the estimated charges and subsequently finalized. This adjusts weighted average cost and the stock ledger with the difference between the estimated and actual values.

To allocate customs entry charges to actual landed cost, after the shipments, order, items and charges have been entered on the entry, select the Allocate ALC button at the bottom of the Customs Entry page. The ALC Status will change from Pending to Allocated. For more information about Actual Landed Costs, see ”Actual Landed Cost Overview” in the Oracle Retail Trade Management Actual Landed Cost User Guide.

Confirm a Customs Entry

When all of the charges for the shipment/purchase order/items have been accurately captured on the customs entry, the entry can be confirmed. Confirming an entry indicates it is accurate and complete. Upon confirmation, non-merchandise invoices will be automatically generated and transmitted to Retail Invoice Matching. Once a customs entry is confirmed, it cannot be set back to Worksheet and the details can no longer be modified.

To confirm a customs entry, follow the steps below:

  1. From the Tasks menu, select Trade Management > Import Financials > Manage Customs Entries.

    The Customs Entry Search page appears.

  2. Enter criteria to find the entry you wish to confirm. Click Search.

    The entries that match the search criteria are displayed in the Results section.

  3. In the Customs Entry column, click the customs entry link, or select Actions > Edit, or use the Edit icon ( edit icon).

    The Customs Entry page appears.

  4. Select the Confirmed option from the Status field.

    • If the entry is currently in Worksheet status a message will display confirming that you wish to bypass the downloading and sending of the entry for review.

    • If the customs entry charges have not yet been allocated to actual landed cost (ALC), a message will display asking if you wish to confirm without allocating the charges.

      • If you wish to allocate the charges to ALC, select No in the message, click the Allocate ALC button to allocate the charges and the select Confirmed from the Status field again.

      • If you do not want to allocate the charges to ALC, select Yes in the message. The status of the customs entry changes to Confirmed and cannot be changed.

  5. Click Save to save your changes or click Save and Close to save your changes and close the page.

Manage Shipments

Edit Shipments of a Customs Entry

To edit shipments of a customs entry, follow the steps listed below.

  1. From the Tasks menu, select Trade Management > Manage Customs Entry. The Customs Entry Search window appears.

  2. Enter or select search criteria as desired to make the search more restrictive.

  3. Click Search. The Customs Entries that match the search criteria are displayed in the Results section.

  4. Select a record in the Results section.

  5. In the Customs Entry column, click on the customs entry link, or mark a record and select Actions > Edit or use the Edit icon. The Customs Entry window appears.

  6. In the Toolbar, click the Details button. The CE Details window appears.

  7. In the Shipments table, select a record.

    Note:

    You can change the shipment and the comments directly in the Shipments table.

  8. Then select Actions > Edit or use the Edit icon. The Edit Shipment window appears.

    Figure 3-2 Edit Shipment Window

    Edit Shipment window

    1. The values of the selected shipment are displayed. Change the values, if necessary.

      Note:

      You cannot change the vessel ID, voyage/flight number and estimated departure date.

    2. Then choose one of the following options.

      • Click OK to save your changes and close the Edit Shipment window. The system returns to the CE Details window.

      • Click Cancel to reject all entries and close the Edit Shipments window. The system returns to the CE Details window.

  9. After have made all necessary changes, choose one of the following options.

    • Click Save to save your changes.

    • Click Save and Close to save your changes and close the CE Details window.

    • Click Cancel to reject all changes and close the CE Details window.

Delete Shipments from a Customs Entry

To delete a shipment from a customs entry, follow the steps listed below.

  1. From the Tasks menu, select Trade Management > Manage Customs Entry. The Customs Entry Search window appears.

  2. Enter or select search criteria as desired to make the search more restrictive.

  3. Click Search. The Customs Entries that match the search criteria are displayed in the Results section.

  4. Select a record in the Results section.

  5. In the Customs Entry column, click on the customs entry link, or mark a record and select Actions > Edit or use the Edit icon. The Customs Entry window appears.

  6. In the Toolbar, click the Details button. The CE Details window appears.

  7. In the Shipments table, select a record.

  8. Then select Actions > Delete or use the Delete icon.

  9. You are prompted if you want to delete the selected record. Confirm the prompt with Yes.

  10. Then choose one of the following options.

    • Click Save to save your changes.

    • Click Save and Close to save your changes and close the CE Details window.

    • Click Cancel to reject all changes and close the CE Details window.

Mange Order/Items

Edit Order/Item of a Customs Entry

To edit an order/items combination of a customs entry, follow the steps listed below.

  1. From the Tasks menu, select Trade Management > Manage Customs Entry. The Customs Entry Search window appears.

  2. Enter or select search criteria as desired to make the search more restrictive.

  3. Click Search. The Customs Entries that match the search criteria are displayed in the Results section.

  4. Select a record in the Results section.

  5. In the Customs Entry column, click on the customs entry link, or mark a record and select Actions > Edit or use the Edit icon. The Customs Entry window appears.

  6. In the Toolbar, click the Details button. The CE Details window appears.

  7. In the Order/Item table, select a record.

    Note:

    You can change the comments directly in the Order/Item table.

  8. Then select Actions > Edit or use the Edit icon. The Edit Order/Item window appears.

    Figure 3-3 Edit Order/Item Window

    Edit Order/Item window

    1. The values of the selected order/item information are displayed. Change the values, if necessary.

      Note:

      You cannot change the order number and the item. If you need to change the Exchange Rate, see ”Editing the Exchange Rate” in the Oracle Retail Trade Management Letters of Credit User Guide.

    2. Then choose one of the following options.

      • Click OK to save your changes and close the Edit Order/Item window. The system returns to the CE Details window.

      • Click Cancel to reject all entries and close the Edit Order/Item window. The system returns to the CE Details window.

  9. After have made all necessary changes, choose one of the following options.

    • Click Save to save your changes.

    • Click Save and Close to save your changes and close the CE Details window.

    • Click Cancel to reject all changes and close the CE Details window.

Delete Order/Item from a Customs Entry

To delete an order/items combination from a customs entry, follow the steps listed below.

  1. From the Tasks menu, select Trade Management > Manage Customs Entry. The Customs Entry Search window appears.

  2. Enter or select search criteria as desired to make the search more restrictive.

  3. Click Search. The Customs Entries that match the search criteria are displayed in the Results section.

  4. Select a record in the Results section.

  5. In the Customs Entry column, click on the customs entry link, or mark a record and select Actions > Edit or use the Edit icon. The Customs Entry window appears.

  6. In the Toolbar, click the Details button. The CE Details window appears.

  7. In the Order/Item table, select a record.

  8. Then select Actions > Delete or use the Delete icon.

  9. You are prompted if you want to delete the selected record. Confirm the prompt with Yes.

  10. Then choose one of the following options.

    • Click Save to save your changes.

    • Click Save and Close to save your changes and close the CE Details window.

    • Click Cancel to reject all changes and close the CE Details window.

Edit Charges of Order/Items

To edit an charge of an order/items combination, follow the steps listed below.

  1. From the Tasks menu, select Trade Management > Manage Customs Entry. The Customs Entry Search window appears.

  2. Enter or select search criteria as desired to make the search more restrictive.

  3. Click Search. The Customs Entries that match the search criteria are displayed in the Results section.

  4. Select a record in the Results section.

  5. In the Customs Entry column, click on the customs entry link, or mark a record and select Actions > Edit or use the Edit icon. The Customs Entry window appears.

  6. In the Toolbar, click the Details button. The CE Details window appears.

  7. In the Charges - Component Item table, select a record.

  8. Then select Actions > Edit or use the Edit icon. The Edit Charge window appears.

    Figure 3-4 Edit Charge Window

    Edit Charge window

    1. The values of the selected charge are displayed. Change the values, if necessary.

      Note:

      You cannot change the HTS code and component.

    2. Then choose one of the following options.

      • Click OK to save your changes and close the Edit Charge window. The system returns to the CE Details window.

      • Click Cancel to reject all entries and close the Edit Charge window. The system returns to the CE Details window.

  9. After have made all necessary changes, choose one of the following options.

    • Click Save to save your changes.

    • Click Save and Close to save your changes and close the CE Details window.

    • Click Cancel to reject all changes and close the CE Details window.

Delete Charges from Order/Items

To delete a charge from an order/items combination, follow the steps listed below.

  1. From the Tasks menu, select Trade Management > Manage Customs Entry. The Customs Entry Search window appears.

  2. Enter or select search criteria as desired to make the search more restrictive.

  3. Click Search. The Customs Entries that match the search criteria are displayed in the Results section.

  4. Select a record in the Results section.

  5. In the Customs Entry column, click on the customs entry link, or mark a record and select Actions > Edit or use the Edit icon. The Customs Entry window appears.

  6. In the Toolbar, click the Details button. The CE Details window appears.

  7. In the Charges - Component Item table, select a record.

  8. Then select Actions > Delete or Delete HTS. You can also use the Delete icon, or the Delete HTS button.

  9. You are prompted if you want to delete the selected record. Confirm the prompt with Yes.

  10. Then choose one of the following options.

    • Click Save to save your changes.

    • Click Save and Close to save your changes and close the CE Details window.

    • Click Cancel to reject all changes and close the CE Details window.

View BOLs/Containers

To view bill of lading and/or container information of a customs entry, follow the steps listed below.

  1. From the Tasks menu, select Trade Management > Manage Customs Entry. The Customs Entry Search window appears.

  2. Enter or select search criteria as desired to make the search more restrictive.

  3. Click Search. The Customs Entries that match the search criteria are displayed in the Results section.

  4. Select a record in the Results section.

  5. In the Customs Entry column, click on the customs entry link, or mark a record and select Actions > Edit or use the Edit icon. The Customs Entry window appears.

  6. In the Toolbar, click the Details button. The CE Details window appears.

  7. In the Order/Item table, select a record.

  8. Then select Actions > BOLs/Containers or use the BOLs/Containers button.

  9. The CE BOLs/Containers Window appears. View the bill of lading and container information.

    Figure 3-5 CE BOLs/Containers Window

    CE BOLs/Containers window

  10. Click OK to exit the CE BOLs/Containers window.