Notes, Status, etc. Tab

Field/Button

Description

OK-to-Clear

Check this box to indicate that this profile is complete and all required information for account setup has been received and entered.  This activates the profile for use in release and entry.  

Vendor

Check this box if this profile is a vendor.  This will indicate that this profile cannot be used as a bill-to party.

Profile is Cut Off

Check this box to indicate that this profile is cut-off and is no longer “OK to clear”

Cut Off date

Enter the date that the profile is cut-off, or choose the date from the calendar by clicking the drop-down.

Cancel Code

Enter the cancel code for this profile cut-off, or choose from the pick-list by clicking the ellipsis.

Reason Code

Enter the reason code for this profile cut-off, or choose from the pick-list by clicking the ellipsis.

No Backup Required

Click this box to indicate that this client does not require that backup paperwork (7501, invoices, etc.) be sent with their invoices.

Authorized Personnel Only

Check this box to indicate that only authorized individuals may complete a transaction using this client.  This authorized personnel designation is found in the broker user profile.

Authorized BILLING Only

Check this box to indicate that only authorized individuals may complete a billing for this client.  This authorized billing designation is found in the broker user profile.

CF-4811 On File

Check this box to indicate that a CF-4811 is on file for this client.

No Central Filing

Check this box if this client has no central filing.

Client is on Review

Check this box if this client is on review.  This will flag all of this client’s entries for entry review.  (Setting must also be checked of in the entry review settings).

Default Shipment Currency

Enter the default currency type for this client's shipments, or choose from the pick-list by clicking the ellipsis.

First Sale

Enter the default first sale indicator for this client's shipments, or choose from the pick-list by clicking the ellipsis.

Field/Button

Description

Do Not Bill

Check this box to indicate that the profile is not a valid bill-to party, and may not be billed.  

Billing Code

Enter the billing code for this profile to indicate the frequency of billing.  This is used for clients on consolidated or summary billing.

Invoice Mode

Check Paper (US Mail) if the invoice should be printed and sent by mail.  Check Online Only if the client will obtain and view their invoices on-line.  This is also where you select Auto Email if you want the invoices to Auto Email to the client.

Include Copy of CF-7501

Check this box to include a copy of the CF-7501 with the invoice.  This won’t work with consolidated billing.

Remit To Code

Click the ellipsis to open the pick-list of remit to addresses.  Choose the appropriate remit to code for the applicable remit to address.

Credit Card Auth.

Enter the credit card authorization type, or choose from the pick-list by clicking the ellipsis.

Exported To Accounting

Check this box to indicate that the profile information has been exported to an accounting program.

Auto-Billing

Choose the auto-billing feature that applies to this profile by clicking the drop-down.  

Field/Button

Description

ECO Effective

Enter the effective date for the electronic certificate of origin (ECO).  This is where you place your NAFTA effective date.

ECO Expires

Enter the expiration date for the electronic certificate of origin (ECO).  This is where you place your NAFTA expiration date.

Field/Button

Description

Mfg/Processor FDA Registration #

Enter the FDA registration number of the manufacturer/processor, which identifies the manufacturer/processor for FDA prior notice reporting.

Exemption Code

Enter the exemption code if the manufacturer/processor is exempt from FDA registration, or choose from the pick-list by clicking the ellipsis.

Mfg/Proc. Firm Type

Enter the firm type for this manufacturer/processor, or choose from the pick-list by clicking the ellipsis.

Shipper FDA Registration #

Enter the FDA registration number of the shipper, which identifies the shipper for FDA prior notice reporting.

Browse Notes

Click this button to enter the profile notes screen.

Field/Button

Description

Add

Click to add a new deduction/addition.  This will open a new Profile Level Deduction/Addition screen.

Edit

Click to edit the selected deduction/addition.  This will open the selected item in the Profile Level Deduction/Addition screen.

Del

Click to delete the selected deduction/addition.

Field/Button

Description

IATA Code

Enter the IATA Code for this profile.  This will auto-fill into the forwarding agent box in the export module.

Account #

Enter the IATA account # for this profile.  This will auto-fill into the forwarding agent box in the export module.