Creating a Protest

Field/Button/Tab

Status

Description

Broker Reference #

Optional

Enter the broker reference number.  This is the number that identifies the shipment for the broker.

Shipper Reference #

Optional

Enter the shipper’s reference number.  This is the number that identifies the shipment for the client/shipper.

Transaction Location

Mandatory

The location that the Protest transaction is being initiated.  The branch office will default from the user profile.  If you’d like to change this, click the ellipsis and choose the location from the pick-list.

Client

Mandatory

This is the customer for this Protest transaction.  Click the ellipsis and choose the client from the pick-list.  You can view the client’s profile by clicking the information button, after choosing the client.

Bill To

Optional

This is the bill-to party for this Protest transaction.  Click on the ellipsis to choose the bill-to party from the pick-list.  You can view this party’s profile by clicking the information button, after choosing the bill-to party.  

Fee Schedule

Optional

This is the fee schedule to use, when billing for this Protest transaction.  The fee schedule for the bill-to party will default, after you choose the bill-to party.  Click the ellipsis to choose the fee schedule from the pick-list.  

Open Attached Protest

Button

Once you’ve completed this Protest transaction screen, click this button to open the Protest screen.  This will auto-save your transaction.

Create Bill

Button

Click to prepare the bill for this Protest transaction.  This can also be done after the Protest is completed.  See the Billing section of this manual for more details.