This section is the Importation List. It contains the list of Importation records.

Overview:

Importation list allows registration of shipments to monitor progress and link together inventory orders with the same ship-out. Registration follows standard shipment numbering convention according to user's agreement. Each successful registration adds to the number of shipments in the list and provided a system generated code to distinguish one order from another.

Definition of Terms:

Importation List - database of company shipments

Importation Record - consists pertinent information about the registered Shipment; found under Inventory Menu>Importation

Shipment Number- unique code provided by user for monitoring shipments

User Involve:

Supply chain managers (SC) are in charge of maintaining and processing inventory orders while maintaining close coordination with Importation to group confirmed orders into shipments.

Importation processes importation of inventory order shipments until released and delivered to assigned destination. Supply chain orders receiving of the items following JO Receiving Process Job Order Receiving List

Forms

Importation profile - a web system form use to record,link and upload shipment related data

Importation Forms - a matching excel file of importation profile; records data for csv uploading

General Procedure/Instruction:

1. Registration and Maintaining an Importation Record

1.1. Log on to the system and access Importation

1.2. Select “New” to open Importation Profile, then fill up the form

1.3. Select Inventory Order tab and add orders of the same shipment from the selection

1.4. Click “Save” to register and complete other requirement as data becomes available

1.5. Create a copy of excel Importation template using the registered shipment number; fill sheet -ID Form-1 & 2 with the available data and print

1.6. Create a manual folder for compiling shipment documents; attach and fill ID Form -1 & 2 together with other files as document becomes available

1.7. Upload csv data from excel to the system (see separate procedure)

1.8. Update importation status until released (see separate procedure)

2. Upload CSV data from excel to the system (for Broker, Customs and Docs tab)

2.1. Completely fill up form-1 & 2 of importation excel template

2.2. Open the shipment you want to have data uploaded

2.3. Click “upload” button

2.4. Choose and Attach file

2.5. Click upload and save

3. Update Importation status

3.1.

3.1.1. Open Shipment record you want to update status

3.1.2. Select appropriate status from selection that best match the shipment status

3.1.3. Click “save” to update

3.2.

3.2.1. Open Shipment record you want to update status

3.2.2. Fill ATA or ARD date field

3.2.3. Click “Save and Update Status” button

4. Add Shipment Logs

4.1. Open the Shipment you want to have Log or notes on

4.2. Go to Logs tab

4.3. Click add log (+) button

4.4. Set date and type your log

4.5. Click “save” ; note: saved logs will be shown on Shipment Log Report

Notes:

For information about Importation profile please see importation profile