Inbound Shipments #
The Inbound Shipments screen focuses on the movement of goods into the FTZ at the shipment level. This screen provides visibility into shipment‑level information, including manifest quantities, shipment statuses, and shipment details derived from bill of lading data. This dashboard displays detailed information such as the Master Bill and House Bill numbers, Shipment Number, Status, Pending GO (General Order) dates, Manifest Quantities (total, allocated, and remaining), Inbond Number, and Container Number. Each row represents an individual shipment, allowing users to quickly assess the current status and readiness of inbound goods. The search and filter functions at the top of the table make it easy to locate specific shipments based on key identifiers. The shipment status tags visually indicate which shipments are awaiting action or in progress, helping users prioritize tasks such as admitting inventory into the zone, manifest tracking, or addressing compliance issues. By clicking the arrow icon on the far right of a shipment row, users can dive into more detailed shipment data.
The Ingestion Results screen provides users with a centralized view of the last five ingestions. Users can access this screen by selecting the “Ingestion Results” button from the main navigation bar.
A condensed summary of recent uploads is initially shown and by clicking the “View More” button users are taken to a full-screen view that displays a detailed history of all ingested files.
From this screen, users can monitor the status of each uploaded file, including details like file name, source, type, upload date, and whether the file was successfully processed. The Status column indicates whether the upload is complete, and any issues are flagged in the Validation Errors column. If a file has errors, users can review and address them as needed. Users also have the option to download the original uploaded file by clicking the download icon next to the file entry, which is useful for validation, backup, or re-upload purposes.
Additionally, the screen includes a search bar and a filter tool to help users quickly locate specific files. Filters can be applied based on a variety of fields, including file type, file source, status, date received or zone, making it easy to sort through large volumes of data.
All workload screens allow users to search for completed items; however, completed workload does not appear by default. If you need to review completed work, use the search or filter options to display these records.
The Admission Summary screen helps users manage and finalize the admission process for inbound shipments. This screen displays detailed information for each shipment associated with a specific admission number. The shipments are grouped into two categories: Admit and Not Admitting, helping users distinguish which shipments are ready for processing and which are not.
Not Admitting by default is distinguished for shipments that have only partially received the total invoice quantity into the zone. Admitting by default indicates the shipments are ready to be admitted in full based on the invoice quantity.
From this screen, users can also review key shipment details such as the Master Bill of Lading, House Bill of Lading, Shipment Number, Status, Manifest Quantity, and Invoice Quantity.
The system highlights rows with validation errors in red, along with an alert message at the top indicating the number of rows with issues. This ensures users are aware of any discrepancies that need to be resolved before the admission process can proceed. Each row also includes a toggle to mark whether the shipment should be admitted in full.
The “Admit Full” button gives users the opportunity to admit shipments that have been partially received by creating manual receipts to cover the remaining invoice quantity. This will occur when shipments have only been partially received.
Check for Errors #
The ‘Check for Errors’ function is accessible by clicking the down arrow on the “Admit 214” button in the upper right of the screen. This initiates a validation process to ensure that all shipment data is accurate and complete. If errors are detected, the system will prevent the admission from proceeding until the issues are corrected. Once all validations pass, users can finalize the 214 admission process from this screen. Although validations happen throughout the application, ‘Check for Errors’ allows the users to do one last check for any last minute validation errors which only takes seconds.
Suspend Receipts #
The Suspend Receipts functionality allows users to suspend all of the receipts that live under a particular shipment at once. This functionality is helpful for situations where a user is doing last minute checks before admitting their Admission, and they notice that a shipment should not be admitted quite yet.
Data Sources for Receipt Transactions #
HTS – Pulls from the Transaction. If blank on the transaction, pulls from CH item master.
Country of Origin – Pulls from the Transaction. If blank on the transaction, it will look at the supplier on the transaction and based on the address will assign a COO.
Status code:
- Use what is on the transaction.
- If blank, check last receipt for the part, use that status if possible.
- Check supplier/MID – If the address associated is US, then it’s Domestic.
- Use part attribute from part details.
- Assume PF if all else fails.
MID – Pulls from the transaction. If blank on the transaction, it will look at the supplier on the transaction and based on the supplier MID code will assign a MID.
Value – Pulls from the Inbound Shipment Record.
Shipment Details #
The Shipment Details page provides users with a comprehensive overview of a specific inbound shipment. At the top of the screen, key shipment data is displayed, including the Shipment Number, Master and House Bill of Lading numbers, Container Number, Mode of Transport, and the shipment’s current status. Users can also view critical data such as total manifest quantity, how much has been allocated, how much remains, weight, and shipment type. This summary allows users to quickly assess the shipment’s progress and readiness for further processing.
Last AMS Validation – Copper Hill regularly queries shipments multiple times throughout the day to ensure users have the most current AMS details. The Last AMS Validation section shows the most recent successful query against AMS for a shipment. If the status displays “Awaiting AMS”, it means a response from AMS has not yet been received. Frequent AMS queries also provide visibility into Pending General Order and General Order Dates, enabling users to prioritize actions based on urgency. The system does not query Zone to Zone shipments or Adjustment shipments.
AMS ABI response – The AMS ABI Responses provide a summary of messages returned from U.S. Customs through the Automated Manifest System (AMS) and the Automated Broker Interface (ABI). These responses include shipment disposition codes, status updates, and any error messages that may require attention.
The Open Receipts panel lists the individual lines received for the shipment. Each line includes details such as PO Number, Part Number, Quantity, Unit Value, Currency Code, Manufacturer ID, and Country of Origin. Users can search and filter through these lines or dive into each part number to review or manage its associated data. This section is especially useful for verifying that the incoming parts match expected values and identifying any discrepancies in declared vs. actual quantities or values. Receipts that are in Open status that match on the same shipment number will appear here. Receipts that are allocated/admitted will not appear here.
The Admissions panel shows detailed admission data. Users can view the admission number, date of admission, and the manifest quantity associated with each admitted shipment.
The Shipment Lines section provides a consolidated view of all invoice details for the selected shipment. It summarizes key information such as PO Number, Part Number, Quantity, Unit Value, Currency Code, Manufacturer ID, and Country of Origin. For zone-to-zone shipments, additional details are included, such as Zone Status, PF Date, and Admission Number.
Upon selecting a shipment, users are presented with a detailed view of that shipment’s data. This view is broken into multiple tabs, General, Transportation Details, Port Details, and Reference, each of which provides different categories of information related to the shipment. When AMS is being queried, it will automatically update details of the shipment onto these tabs.
General Tab
The General tab displays the core shipment details such as the Master Bill of Lading, House Bill of Lading, Container Number, and Mode of Transport. Users can also enter key shipment dates, including Estimated Arrival Date and General Order Date, and specify other identifiers like IT Number and Export Number. Dropdown menus are provided for selecting options such as Shipment Type and Inbond Transit Status.
Transportation Details Tab
In the Transportation Details tab, users can manage the movement and logistics data for the shipment. This includes entering the Carrier Name, Port of Origin, Port of Destination, and Voyage or Flight Number. Additional fields capture the Gross Weight, Charge Code, and Shipment Invoice Number.
Port Details Tab
The Port Details tab allows users to document all ports involved in the shipment route. Users can input port codes and corresponding city locations to ensure accurate routing information.
Reference Tab
The Reference tab is used to store internal or external reference information associated with the shipment. Users can specify Incoterms (such as FOB or DDP), Consignee, CHA, and additional Reference Numbers. These fields help link the shipment to related records and documents for easy tracking and communication.
Users can click Save to record their updates or Cancel to exit without applying changes.
Uploading a Document #
To upload documents related to the shipment, the user can click on the Documents button located at the top right of the shipment details panel. This opens the Documents panel, where the user can manage all documents associated with the selected shipment. If no documents have been uploaded yet, the panel will show a message indicating that no documents are found.
To upload a new document, click the “+ Upload New Document” button. This opens a file upload interface where the user can either drag and drop a file or browse their device to select a file. Once a file is chosen, the user must then select the appropriate Document Type (e.g., Arrival Notice, Bill of Lading, Commercial Invoice, etc.) from the dropdown menu. After selecting the document type, the “Add” button becomes active and the user can click it to complete the upload process.
Once a document is uploaded, it appears in the history of uploaded documents section, displaying the file name, upload date and time, document type, and user details. This ensures traceability and helps in easy reference or verification later.
When the user clicks the “Documents” button, a dropdown menu appears with three options: Create Manual Receipts, View AMS ABI Responses, and Create Admission.
Create Manual Receipts
When the user clicks the dropdown button next to “Documents”, a dropdown menu appears with three options: Create Manual Receipts, View AMS ABI Responses, and Create Admission. When manual receipts are created, the user will be able to admit the shipment in full. If manual receipts are created, (Copper Hill) will receive the actual receipt at some point from the ERP. When the actual receipt arrives, we link the actual receipt to the manual receipt based on shipment number, part number, and PO number.
AMS ABI Responses (specific to Non-Direct Delivery)
Selecting “AMS ABI Responses” opens a screen where users can review responses from the Automated Manifest System (AMS) and Automated Broker Interface (ABI). This data includes transmission statuses, error codes, or confirmation messages from U.S. Customs regarding a shipment. Users can search and filter the responses by Date, Line, Code, or Message to locate specific data points. This functionality is crucial for customs compliance and to ensure that all required filings have been successfully processed. The responses that are indicated will show both errors coming from AMS, but also all disposition codes for that particular shipment. The user can also download the input file and response file for troubleshooting, if necessary.
Delivery of Goods ABI Responses (specific to Non-Direct Delivery)
Selecting “AMS ABI Responses” opens a screen where users can review responses from the Automated Broker Interface (ABI). Users can search and filter the responses by Date, Line, Code, Message, All Input and All Output to locate specific data points.
Create Admission
When the user selects “Create Admission”, they are taken to the Admission Summary screen. This view displays a list of existing admissions linked to a shipment, including the Admission Number, Master Bill, House Bill, Shipment Number, and Status. Receiving the actual receipt will not cause the reconciliation to become out of balance, as the system maintains the necessary link between the receipt and its associated records. Additional details like Manifest Quantity and Invoice Quantity help the user verify if the admission aligns with expected values. The Admit button allows the user to formally admit the shipment into the system, indicating that the goods are cleared and ready for the next stage in the supply chain. The Create Admission button will only appear in Non-Direct delivery version of the FTZ module. Users will have the ability to create admissions based on the shipment lines below by clicking Create Admission.
When a user clicks the “Edit Shipment” button from the Documents menu, the Edit Shipment Details window opens. This screen allows users to update all shipment-related information across several tabs. Each tab contains specific fields relevant to different parts of the shipment process. Note that when a user updates a field, AMS will not override what the user updates. Also, if the shipment line has already been admitted against, then the user is unable to make updates to the shipment line other than quantity. Quantity can be increased, but it can not decrease past what has already been admitted.
In the Shipment Lines section, users can click the “Add Line” button to manually enter new line items to the shipment. A screen populates where users input the PO Number, Part Number, Quantity, Unit Value, Currency Code, Manufacturer ID, and Country of Origin.
Each existing shipment line can also be individually managed. By clicking the ellipse next to a line item, users can:
Edit Shipment Line to make updates to the line’s details.
Delete Shipment Line to remove a line that is no longer needed or was added in error.
Once an inbound receipt has been received against a shipment line, the user will no longer be able to delete the shipment line and will only be able to edit the shipment line quantity down to what has been received.
Users can click on the Filter buttons in both the Admissions and Shipment Lines sections to narrow down results.
Shipment Status #
Direct Delivery Status:
| Status | Description |
| Open | Shipments where all segments (invoice data) are ingested but have not received any manifest quantity. No shipment lines are consumed yet, though they may be allocated but not admitted. |
| Receiving | The shipment segment has received some manifest quantity but not the full amount. This can occur through a third-party admission or a 214 Admission via Copper Hill. If admitted via Copper Hill, shipment lines are consumed. |
| Pending General Order | The segment has reached the Pending General Order date based on AMS disposition codes without being fully received. |
| General Order | The segment has reached the General Order date based on AMS disposition codes without full receipt. This status overrides the Pending General Order. |
| Completed | Appears when the full manifest quantity is admitted, and all shipment lines are consumed. This status is filtered and does not display by default. |
| Overposted | Occurs when the allocated manifest quantity exceeds the total manifest quantity for the segment. The Copper Hill system prevents overposting, meaning this can only happen due to third-party clearance. |
Non-Direct Delivery Status:
| Status | Description |
| Pending Delivery | In a non-direct delivery zone, once a user has admitted their 214, they will need to trigger a Delivery of Goods. If the goods have not been delivered the shipment will be in “Pending Delivery”. |
| Delivery Rejected | In a non-direct delivery zone, once a user has pushed the delivery of goods, If for some reason the response we get is a rejection, the shipment will go into “Delivery Rejected”. |
| Pending Arrival | In a non-direct delivery zone, if the shipment has been delivered successfully, but it has not been arrived, then the shipment will enter “Pending Arrival”. |
| Pending Receipts | In a non-direct delivery zone, if the shipment has been delivered and arrived but we are still waiting to match receipts to the available shipment lines, then the status will be “Pending Receipts”. |
| Arrival Rejected | In a non-direct delivery zone, if the shipment has been delivered and the user has attempted to arrive the shipment but CBP Rejects the arrival, then the shipment will enter “Arrival Rejected”. |
| Replace Admission | In a non-direct deliveryzone , if the shipment lines are edited for a particular shipment after the 214 has already been Admitted but not concurred, then the status of the shipment will be “Replace Admission” until the user replaces the admission. |
| Pending Concurrence | In a non-direct delivery zone, users will be admitting from a shipment to shipment basis. Pending Concurrence will indicate that the 214 was accepted, the shipment has been delivered and arrived and we have received the total quantity for the shipment lines, but we are waiting for the user to concur the 214. |
Inbound Transactions #
The Inbound Transactions screen focuses on the receipt‑level transactions received from the client’s ERP system. These transactions represent the actual inventory movements, such as foreign or domestic receipts, zone‑to‑zone transactions, that must be matched to shipment lines. Each row in the table represents a transaction with key details such as Shipment Number, PO Number, Part Number, Quantity, Unit Value, Currency Code, Status, Type, and Zone Status. The status column clearly indicates the current state of each transaction, allowing users to quickly identify the current status of inbound transactions.
Click the right-pointing arrow to expand the ‘My Filters’ flyout. By clicking “Add Saved Filter,” users can create and save a customized filter. The workload status pie chart below this section provides a visual summary of transaction statuses such as Open, Suspense, Allocated, and Unknown, helping users gauge the overall workload distribution at a glance.
The Inbound Transactions screen allows users to view and manage individual transaction records associated with inbound shipments. Each row in the table represents a distinct inbound transaction line, containing key details such as Shipment Number, Purchase Order (PO) Number, Part Number, Quantity, Unit Value, Currency Code, Status, Type, Zone Status, Source Identifier, Admission Date, 214 Admission Number, Manufacturer ID, and Sending Zone.
All workload screens allow users to search for completed items; however, completed workload does not appear by default. If you need to review completed work, use the search or filter options to display these records.
From this screen, users can search for specific records using the search bar or apply filters to narrow down the list based on transaction attributes such as status or shipment number. The checkboxes on the left side of the table allow users to select one or multiple transactions. Once selected, users can perform bulk actions using the Edit button in the top-right corner of the page.
“!” icons indicate warnings or errors on specific transaction rows. For instance, the red triangle icons signal validation issues that need to be resolved before the transactions can be finalized. Yellow circles indicate warnings that may not block progress but still require attention.
The right side of each row features an arrow icon that allows users to view or edit detailed information about a specific transaction. This screen is a critical tool for ensuring the accuracy and integrity of inbound receipt data, providing users with comprehensive controls to review, update, and resolve issues efficiently.
Users can manage receipt exceptions in a shipment processing workflow, specifically through two key actions: “Push to Suspense” and “Deactivate Receipt.” These functions are used when a receipt cannot proceed through the normal workflow due to missing information or errors that require further attention.
Push to Suspense
The “Push to Suspense” action allows users to temporarily halt the processing of a receipt by assigning it a suspense status. This is typically used when there are unresolved issues that prevent the receipt from being processed or admitted into the system. When this option is selected, the user is prompted to select a Reason for Suspense from a predefined dropdown menu.
Reasons include:
BOL/IT Not on File
Closed/Inadequate Manifest Quantity
Missing Document
Needs Keying
Data Confirmation issues (e.g., incorrect classification, quantity, value, or part number)
Once a valid reason is selected, the suspend button becomes active, allowing the user to complete the process. Users can enter a comment to provide more context for the suspense. By marking transactions in suspense, users will be able to track these metrics for KPI Purposes.
Deactivate Receipt
Alternatively, users can choose to deactivate receipt when a receipt needs to be permanently halted or invalidated. This may be necessary if the receipt was created in error or if the goods are no longer expected. Users must provide a reason for deactivation. Once the reason is entered, clicking Save finalizes the action and marks the receipt as inactive, removing it from active processing workflows.
Inbound Transactions Screen displays the Inbound Receipts data of different zone status with a unique source identifier. This data matches with the identical shipment line data and is further admitted in a 214.
Statuses for the receipts:
| Status | Description |
| Open | Records have partial matches with shipment lines that are not yet received, based on either the shipment number or part number. |
| Allocated | Receipts have an exact match with an existing shipment line that is not yet received. The shipment segment appears in the 214 screen under either the Ready to Admit or Not Ready to Admit tab, depending on line consumption. |
| Pending Admission | For domestic transactions, receipts remain in Pending Admission until 214 is admitted. |
| Unknown | No potential shipment lines are associated with the receipt. It did not match any existing shipment line by shipment number or part number. |
| Admitted | Receipts admitted into 214 shipment segment transactions, changing their status from Allocated to Admitted. |
| Suspense | Receipts manually placed in Suspense by the user from the Receipt Details page. |
| Inactive | Receipts deactivated by the user from the Receipt Details page. |
| Creating | Indicated the transaction is still being processed into Copper Hill. |
| PAC Required | A receipt reversal has been received by the ERP after the receipt has already been admitted and concurred into Copper Hill. |
Exchange Rates #
In the FTZ module, currency conversion is driven by the export date and foreign currency information provided on inbound shipment data. When a valid foreign currency code is supplied and an exchange rate exists in the system for the associated export date, the system converts values to USD after the inventory layer is created. The converted amount is displayed as the Unit Value in the Inbound Transactions grid, while the original foreign currency value and currency code remain visible in the Inbound Shipment Lines grid. This approach preserves both the original and converted values for reference and reporting purposes.
Outbound Transactions #
The Outbound Transactions screen provides visibility into all materials leaving the zone. This includes activity related to Consumption Entry, Export, Zone‑to‑Zone transfers, and Scrap/Destruction movements. Users can view, search, and take action on outbound shipments, including both manual adjustments and shipment entries. Users can see a detailed table that includes columns such as Movement Type, Shipment Type, Shipment Number, Export Number, PO Number, Part Number, Quantity, Status, Submitted, Source Identifier, and Entity Number. This gives users a comprehensive view of shipment activities, including those in progress and those that may require further actions.
The “+ Process Manual Adjustment” button is located in the upper-right corner of the Outbound Transactions tab. Clicking this button opens a Manual Adjustment dialog box where users can create manual inventory adjustments. Users can select an adjustment type (such as “Negative” or “Positive”), enter a required part number, and specify the quantity to be adjusted. Once these fields are completed, the submit button will become active, allowing users to finalize and record the adjustment.
When a user creates a manual positive adjustment, it will check for the most recent foreign transaction with the same part number. If it does not find a foreign transaction, it will then check domestic. If it still can’t find a transaction, the user will receive an error saying, “Adjustment is missing available layer to be created”. When a user created a manual negative adjustment, it will check for available inventory and if available, the transaction will be created. If a user is missing an available layer, then we have not received the layer in the past 2 years. With this, if a positive adjustment is still needed, then a Support Ticket will be needed.
Within the Pending Receipts section of the Outbound Transactions screen, users can view all available receipts that may be applied to fulfill the quantity required for the selected outbound transaction. This section provides visibility into which receipts are eligible to cover the outbound movement, helping ensure accurate processing and reconciliation.
Additionally, users can filter the list of outbound transactions using the search and filter tools at the top of the table. Each row provides specific transaction information, and the colored status labels (such as “Fifo Processing”, “Assign Export Number”) indicate the current state of each shipment.
Outbound Transaction Statuses:
| Status | Description |
| Creating | Shipment is created |
| Missing Estimate | Estimate has not been created for the zone week |
| Allocated Consumption | Estimate has been created and receipts were admitted on the 214 |
| Insufficient Quantity | Not enough inventory on hand to be submitted |
| Pending Admission | Outbound transaction currently does not have enough inventory to be completed, but there are available receipts to cover the quantity needed if the permission is performed. |
| Allocated to Supplemental | Receipts were submitted on 214 and not covered by current estimate |
| Domestic Submission | Inventory was all domestic and domestic inventory layers were added |
| Assign Export Number | Export number has not yet been assigned |
| Submitted to Export | With sufficient quantity on hand, export number is assigned for transaction |
| Submitted to 7501 | Shipment has been allocated to consumption and is submitted to 7501 |
Transaction Details #
By clicking on the right facing arrow, the Transaction Details screen displays outbound shipments, giving users the ability to review and manage the specifics of a selected part number (visible in the left pane). Users can switch between different part numbers to view the corresponding transaction data. The main panel shows comprehensive transaction details, including movement type, export number, shipment type, part number, quantity, status, and the source of the transaction. A “Process Manual Adjustment” option is also available here, providing quick access to manual inventory adjustments if necessary.
Below the transaction header, users can manage and track Pending Receipts, which are listed with information such as movement type, export number, part number, quantity, destination, and country of origin. Each message includes a status indicator, helping users easily identify whether actions are pending, completed, or require attention.
The Layers Depleted section, which displays detailed inventory layer data such as shipment numbers, container numbers, weights, and layer statuses. In this specific instance, the system indicates that “No Registered Layers Found,” stating that shipping layers for this transaction have not yet been defined or uploaded.
At the bottom of the screen users can view the Entry Details section, which provides granular information on each shipment entry related to the selected transaction. This includes part numbers, country of origin, status, quantity, and progress indicators. Status bars and alert icons help users quickly spot issues such as registration errors, quantity mismatches, or missing information. The down arrows on the right side of each entry allow users to drill further into transaction information.
Manufacturing #
The Manufacturing screen provides users with an overview of manufacturing activities, including production orders and their current status. From this screen, users can track which manufacturing orders are pending, in progress, or missing necessary components before production can begin.
The main section of the screen displays the Manufacturing Workload table. Each row represents a specific manufacturing order, showing key details such as the Source Identifier, Order Number, Part Number, Quantity, Days Without Production, and Status. Users can quickly identify orders that require attention, such as those marked as Missing Components, to address potential delays in production.
The table includes a Search bar and Filter option, allowing users to easily locate a specific order or refine the list based on relevant criteria.
By selecting the right-facing arrow at the end of any row, users can open the Manufacturing Good Details page for that specific order. This page displays a detailed Transaction Summary, including order information such as quantity, part number, transaction type, and production status. Within this view, users can also review the associated Components section, which lists all component parts required for the finished good. This section provides information such as Part Number, Weight, Quantity, Consumption Rate, Total Value, and Status. If components are missing, the system will indicate this clearly, enabling users to take corrective action before continuing production.
In the Manufacturing Good Details section, it is important to understand how the system calculates the Consumption Rate for components. Unlike traditional BOM based systems, where consumption is predefined, this system determines the rate dynamically based on the ratio of total available component quantity to the finished good quantity being produced.
How Consumption Rate Is Calculated: The consumption rate reflects how many units of a component are used per unit of finished goods. For example, if there are 10 units of a component available and the corresponding finished good quantity is 5, the system calculates a consumption rate of 2. This means 2 units of the component are consumed for every 1 unit of the finished product.
Manufacturing Statuses:
| Status | Description |
| Missing Components | Missing Components shows that the work order has received the finished good, but we have not received any underlying components to the work order. |
| Insufficient Components | We have received Components for the work order, but we do not have sufficient inventory on hand to suffice the quantity for that particular component. |
| Missing Good | We have sufficient components for the work order, but we have not received the finished good for the work order. |
| Inventory Layer Created | We have sufficient inventory on hand for each of the components and have also received the finished good. |
| Good Closed | A manual status that is created when a Finished Good may have been created by mistake. |
| Good Reversed | Good Reversed shows that we received a finished good, but it has been reversed out of the work order. |
Component Statuses:
| Insufficient Quantity | We are missing quantity needed to suffice the component. |
| Component Reversed | The component had reversals that completely reversed out the component. |
| Orphaned Component | The component has sufficient quantity, but we have not received the finished good. |
| Component Complete | The component has sufficient quantity and a correlating finished good on the work order. |
By clicking the Cancel Orphaned Components button, the user will have the ability to cancel out the work order and flip the components into negative adjustments. This is important for reconciliation purposes.
Admission #
The Admission screen allows users to view and manage admission records within the system. This page provides an organized list of all admissions, making it easy to track key details such as the Admission Number, Date Admitted, Last Activity, and Status. Users can quickly identify the current state of each admission, such as those that have been successfully admitted, through the color-coded status indicators.
To locate specific records, users can utilize the Search field at the top of the table to enter keywords such as an admission number. Additionally, the Filter option allows users to narrow down results using multiple criteria, including Admission Number, Date Admitted, Last Activity, and Status. Once filters are applied, only the records that meet the selected conditions will be displayed, simplifying record management and review.
Each admission record can be expanded for additional actions. By selecting the menu icon next to an admission entry, users can access several options related to that specific record. These include the ability to Download Admission (Input), Download Admission (.pdf), and view Admission ABI Responses. The Admission ABI Responses option opens a detailed view showing data exchange information, including Date, Line, Code, Message, ABI Input, and ABI Output. This allows users to review communication logs and troubleshoot any issues that may have occurred during the admission process.
The workload status circle graph is interactive. Click on a slice to filter workload status by Admitted, Concurred with Warnings, Pending Receipts, and Replace Admission.
Using the circle graph to filter will also inform the Filters pop out. You can filter further or remove filters from both spots.
For Example, clicking the ‘Pending Receipts’ slice, the Admission screen will update to show your Admission numbers with Pending Receipts status.
Status Updated Upon Admission #
Receipt Status on Admit:
Receipts under a shipment segment in Ready to Admit will change to Admitted status after admission.
Shipment Segment Status on Admit:
If a shipment segment is in Not Ready to Admit, it will retain its status.
If a shipment segment is in Ready to Admit, its status updates as follows:
- 1.If Segments have received the total manifest quantity and the 1C they will move to Completed
- 2.If segments have received the total manifest quantity, they will move to Pending 1C status if we are still waiting on the 1C.
- 3.Segments that have not received the total manifest quantity will enter:
Receiving if they have not reached Pending GO or GO.
Pending General Order if they have hit Pending GO but not GO.
General Order if they have reached GO, remaining there until the shipment segment is completed.
Admission Statuses:
| Status | Description |
| Open | The Admission has not been admitted to ABI yet, and it is waiting on the user to submit the 214 Admission. |
| Admitting | The admission is in the process of being admitted, and we are waiting on a response from CBP ABI. |
| Rejected | The Admission has been rejected by CBP and needs further assistance. The user will need to reopen the Admission and reprocess. |
| Pending Concurrence | The Admission has been accepted by CBP, and the user needs to concur the Admission. |
| Concurring | The user has started the concurrence process, and we are waiting on a response from CBP ABI. |
| Concurrence Rejected | The Admission’s concurrence was rejected by CBP ABI and needs further assistance. The user should reopen the concurrence after fixes have been made, and then reconcur. |
| Concurred with Warnings | The Admission was concurred successfully, but there were warnings identified by CBP ABI. |
| Admitted | The Admission was admitted and concurred successfully with CBP ABI. |
| PAC Requested | The user has requested a Post Admission Correction (PAC) with CBP, and we are waiting on CBP to approve the Request. |
| PAC Approved | The Admission had a request for a Post Admission Correction (PAC) with CBP, and it was approved, so the user must go through the PAC Replacement process. |
| PAC Rejected | The Admission had a request for a Post Admission Correction (PAC), and it was rejected, so the user must go troubleshoot the admission and why it was originally rejected. |
| Replace Admission | Replace Admission status is used in the Non-Direct Delivery instance for the Foreign Trade Zone Module. Replace Admission occurs after a shipment line/receipt has been updated after the admission was originally accepted by CBP. The user will need to perform a Replace in order to keep the Admission in line with what is being admitted. |
Admission Details #
The Admission Details screen identifies additional details related to the admission that the user clicked on the Admission Screen.
Divided into 2 Sections:
Admission Header: Admission Header gives additional information related to the original filing of the Admission.
Admission Lines: Admission Lines allows the user to see each individual shipment that was admitted, and the underlying receipts under that shipment.
Requesting a Post Admission Correction (PAC) #
A Post Admission Correction (PAC) is a formal request submitted to U.S. Customs and Border Protection (CBP) to correct information on an admission after it has already been admitted into the Foreign Trade Zone. PACs are used when a user identifies errors or missing data that must be updated to maintain compliance.
Users should submit a PAC whenever they discover inaccuracies in the admission. For example, incorrect quantities, classification details, or data that affects the accuracy of the filing. Because the admission has already been accepted by CBP, these corrections must be officially requested through the PAC process.
Each admission line can be expanded to reveal additional line‑level details. To expand a line, click on the up arrow. When expanded, users can view:
- Source Identifier
- Part Number
- HTS Classification
- Quantity
- Unit Value and Currency
- Manufacturer ID
- Country of Origin
This expanded view helps users quickly verify the accuracy of critical component‑level data and ensure that all line information aligns with the associated shipment documentation.
Weekly Entry #
The Weekly Entry Dashboard provides users with a centralized view of all weekly zone entry activities, including both current and previous entries. From this page, users can review the status of ongoing estimates and entries, create new weekly estimates, and track overall progress within the specified date ranges.
In the Current Week section, users can view all active and supplemental entries for the current reporting period. Each box displays essential details such as the Entry or Estimate Number, Zone Start and End Dates, Total Quantity, Total Value, and Status. Color-coded status indicators (Submitted, Open, Pending Estimate, etc.) help users quickly identify the progress and completion state of each item.
The Previous Entries section lists all past weekly entries for easy reference. Users can search or filter these records using the Search and Filter options to locate specific entries or review historical data, including total quantity, total value, and status updates.
Users can initiate a new estimate by selecting the “+ Create Estimate” button located in the top-right corner of the dashboard. This opens the Create Estimate panel, where users can define the Start Date and End Date for the new estimate period. To streamline the process, users have the option to Copy from previous estimate(s) by selecting a prior week to replicate data from.
Additional fields allow users to specify key details such as the Consignee, Buyer, and Importer of Record. Once all required fields are entered, the user can click Save to generate the new estimate, which will then appear within the dashboard for further review and submission.
Clicking the right-facing arrow on a past entry or a current week entry box opens a detailed view of that entry, providing additional information.
The Estimate Lines screen is designed to help users manage and update itemized details within an estimate entry. It provides tools for adding new lines, editing existing ones, deleting lines, and reviewing historical changes. Additionally, users can perform actions on the entire estimate, such as submitting, resetting, or validating data for errors.
Working with Individual Lines
Each line in the estimate represents a specific item and displays details such as HS Number, Manufacturer ID, Country of Origin, Zone Status, Buffer %, Quantity, and Total Value. Users can interact with individual lines through the action menu located next to each line. From this menu, users can:
Edit Line: Modify fields such as Buffer %, Quantity, and Total Value to update the line.
Delete Line: Remove the selected line from the estimate.
View History: Access a record of previous changes made to the line for tracking and audit purposes.
Adding New Lines
To add a new line, click the Add Line button at the top-right corner of the Estimate Lines section. This opens a form where you can enter required details, including HS Number, Manufacturer ID, Country of Origin, Zone Status, Buffer %, and Quantity. Once all necessary information is entered, click Add to include the new line in the estimate.
Managing the Entire Estimate
The action menu next to the Add Line button provides options for managing the entire estimate:
Delete Estimate: Permanently remove the estimate from the system.
Reset Estimate: Clear all lines and start with a blank estimate.
Submit: Finalize and submit the estimate for processing.
Check for Errors: Validate the estimate to identify missing or incorrect data before submission.
Scrap & Destruction #
The Scrap & Destruction screen allows users to view and manage batches marked for scrap or destruction. This section provides a searchable and filterable list of batches, displaying key details such as Batch Number, Filing Date, Total Quantity, and Status. Initially, the table is empty until filters are applied to retrieve relevant data.
Users can quickly locate specific batches using the Search bar at the top of the table. For more precise results, click the Filter button to open the Filters panel. This panel includes fields for Batch Number, Filing Date, Total Quantity, and Status. Enter the desired criteria and click Apply to display matching records in the table. Active filters are shown at the top of the panel, making it easy to review or adjust your selections.
Once filters are applied, the table populates with batches that meet the specified criteria. Each row represents a batch and displays its associated details. Users can adjust the number of items displayed per page using the dropdown at the bottom of the table and navigate through pages using the pagination controls.
Users will be able to click on View Open Transactions to see all of the transactions allocated to the next scrap batch. When the user opens up the View Open Transactions screen, they will have the ability to submit the scrap batch.
When the user submits the scrap batch, it will provide the user a ZIP Folder with the Form 216 and a pro forma invoice that they can send to their CBP Officer. Once the scrap batch has been submitted, we will be waiting for the CBP Officer to approve or reject the scrap batch. If the Officer approves, then the user can click “Approve Batch” and it will complete the scrap filing. If the Officer rejects, then the user can click “Reject Batch” and it will notify the user that by rejecting the Scrap filing, it will update the scrap transactions to Negative Adjustments subject to the next 7501 Consumption Entry.
Inventory #
The Inventory screen provides users with a detailed view of inventory data, including quantities, part details, and reconciliation information. This screen is designed to help users monitor stock levels, identify discrepancies, and track inventory status over time. The screen displays data ingested on a specific date and offers tools for searching, filtering, and reviewing historical reconciliation results. It also gets populated based on a comparison of the ERP Reconciliation File getting loaded and on hand inventory of the FTZ Module.
This screen lists all inventory items with key attributes such as Part Number, Part Description, Available Quantity, Pending Quantity, Total Quantity, ERP Quantity, Difference, Days Static, and Last In Balance. These columns allow users to quickly assess stock availability, pending transactions, and any variances between system records and ERP data. The Difference column highlights discrepancies, while Days Static indicates how long an item has remained unchanged.
Users can locate specific parts using the Search bar at the top of the table. For more refined results, click the Filter button to apply criteria such as part number, quantity ranges, or status.
At the top-right of the screen, users can access Ingestion Results to review the latest data upload and Reconciliation History to track past adjustments and validations. Pagination controls at the bottom allow users to navigate through multiple pages of inventory records, and the items-per-page dropdown lets you customize how many records are displayed at once.
We perform the reconciliation based on what the ICRS has on hand compared to the most recent ERP quantity that is fed in the Inventory Reconciliation File.
Once part numbers are selected on the Inventory Management screen, the Reconciliation History button will become active. Clicking the down arrow will allow users to reconcile inventory. Users can review these details and apply necessary adjustments to correct variances. The screen also shows the Total Duty Liability and Total Duty Payable at the top, giving users a quick summary of the financial impact of adjustments.
To refine the list of items for reconciliation, users can click the Filter button to open the Filters panel. This panel includes fields such as Part Number, Adjustment Type, Quantity Operator, Value Operator, Manufacturer ID, and Duty Operator. By entering criteria and clicking Apply, users can narrow down the inventory records to those that require attention.
Once adjustments are reviewed and confirmed, users can click “Process Inventory Adjustments” to apply changes to the system. This step ensures that inventory data is updated and reconciled accurately. If needed, users can cancel the process before submission.
From the Inventory Management screen, users can click the Reconciliation History button at the top-right corner to open the history view. This section displays a list of part numbers that have been reconciled. Users can select a specific part number from the dropdown menu to view its adjustment history.
Reconciliation History gives users insight into how the inventory difference looked like on a day by day basis when compared to the ERP.
To narrow down the historical data, users can apply a date range filter using the calendar tool. Selecting a start and end date ensures that only adjustments made within that period are displayed. This helps focus on relevant timeframes for audits or reporting purposes.
Once a part number and date range are selected, the screen displays detailed records of adjustments, including the date, total quantity, ERP quantity, and any differences noted during reconciliation. This information provides a clear audit trail for inventory changes.
