quantum View Sm Manage User Guide - Ups · that enables multiple users within your organization ... Quantum View SM Manage User Guide 4 ... Quantum View users will have access

Quantum ViewSM ManageUser Guide

© Copyright 2005 United Parcel Service of America, Inc. UPS, the UPS brandmark and the color brown are trademarks of United Parcel Service of America, Inc. All rights reserved.

July 2005

Quantum ViewSM Manage User Guide

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© Copyright 2005 United Parcel Service of America, Inc. All rights reserved.

Table of Contents

Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .3Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . .3System Requirements . . . . . . . . . . . . . . . . . . . . . .4Enrollment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .4Logging In . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .4Setting Preferences . . . . . . . . . . . . . . . . . . . . . . . .4Navigation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .5

Views . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .6Outbound . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .7Inbound . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .8Alternate Billing . . . . . . . . . . . . . . . . . . . . . . . . . .9Imports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .10

Package Detail . . . . . . . . . . . . . . . . . . . . . . . . . . . . .11

Filters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .12Filter Packages By . . . . . . . . . . . . . . . . . . . . . . . .12To Apply a Filter . . . . . . . . . . . . . . . . . . . . . . . . .12

Download . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .13Download and Save Information . . . . . . . . . . . .13

E-Mail . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .14E-mail Package Information . . . . . . . . . . . . . . . .14

Custom Views . . . . . . . . . . . . . . . . . . . . . . . . . . . . .15Create a Custom View . . . . . . . . . . . . . . . . . . . .15Edit or Delete a Custom View . . . . . . . . . . . . . . .17

Search . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .18Search for a Particular Package or Number of Packages . . . . . . . . . . . . . . . . . . . .18

Setting Alerts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .19Set Alerts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .20Failure Notification . . . . . . . . . . . . . . . . . . . . . .20

Imports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .21Import Shipment Detail . . . . . . . . . . . . . . . . . . . .21Import Invoice Detail . . . . . . . . . . . . . . . . . . . . .22Import Commodity Detail . . . . . . . . . . . . . . . . . .23Import Custom Views . . . . . . . . . . . . . . . . . . . . .24Import Resources . . . . . . . . . . . . . . . . . . . . . . . .27Online Document Images—Shipment Images . . . . . . . . . . . . . . . . . . . . . . . .28

Online Document Images—Importer Account Images . . . . . . . . . . . . . . . . .30

Request CD-ROM . . . . . . . . . . . . . . . . . . . . . . .31Upload Product Catalog . . . . . . . . . . . . . . . . . . .32Contact Customs Brokerage . . . . . . . . . . . . . . . .34Fax UPS Customs Brokerage . . . . . . . . . . . . . . . .35Enhanced Inbound View Functionality Just for Importers . . . . . . . . . . . .36

Technical Support . . . . . . . . . . . . . . . . . . . . . . . . . .37

Glossary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .38

Glossary — Imports View . . . . . . . . . . . . . . . . . . . .40

Table of Contents


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OverviewIntroductionQuantum View is a portfolio of services designed to provide increased visibility into the movement of goods. Visibility can help you improve the per-formance of virtually every function in your busi-ness — customer service, sales, accounts receivable,inventory management and more. The QuantumView portfolio includes Quantum ViewSM Data,Quantum View NotifySM and Quantum ViewSM

Manage.

Quantum View Manage:Quantum View Manage is a Web-based applicationthat enables multiple users within your organizationto quickly and easily view, download, and share up-to-date information about the status of all yourUPS shipments from any computer connected to the Internet. There is no charge to use QuantumView Manage.

Quantum View Data:Quantum View Data is ideal for businesses that want to integrate visibility information into internalsoftware applications and databases. It provides you with hourly updates about your inbound andoutbound packages in a secure Web environment.Files are available in popular data formats such as CSV, flat file or XML for easy importing.

Important:

All information contained within Quantum View Manageis confidential and proprietaryinformation, which is the propertyof UPS. As a result, the QuantumView Manage Company Admin-istrator for which you requestaccess must be an employee of the company (or its subsidiaries).

Quantum View Notify:Quantum View Notify can be used by anyone using an automated UPS or UPS-compatible shipping system. This proactive e-mail service allows you to send and receive critical package updates from UPS.

The Quantum View Manage User Guide is a convenient step-by-step reference that will help you manage your business more effectively.

Overview


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System RequirementsTo access Quantum View Manage, you will need acomputer connected to the Internet. Quantum ViewManage is compatible with Netscape® Navigator®

versions 4.7 through 6.2 and Microsoft® InternetExplorer version 4.0 with Service Pack 2 (Active Xenabled), and higher.

EnrollmentYou will need to assign a Company Administratorfor the Quantum View program. They will be thepoint of contact for the UPS Account Executive for setting up and maintaining your account.

The Company Administrators will have visibility on all UPS account numbers or locations that wereprovided to your Account Executive at the time you enrolled. Quantum View users will have access to only the account numbers or locations assigned to them by the Company Administrator. To add any additional UPS account numbers or locations for visibility within Quantum View Manage, theCompany Administrator should contact the UPSAccount Executive for assistance.

Logging InUpon enrollment, the Company Administrator willreceive two separate e-mails containing a link to the Quantum View Manage site:

• The first provides your User ID

• The second provides your temporary password

Note:

When you log in for the first time,you will be required to agree to the UPS Terms and Conditions forQuantum View and for My UPS.

This creates a single ID andpassword for both Quantum View and UPS.com.®

You will be prompted to changeyour temporary password on yourfirst login.

Remember: User IDs and pass-words are case sensitive. Plusmultiple failed attempts to log inwill cause your ID to be locked out for a period of 20 minutes.

Each additional user that the Company Administrator addswill also receive two e-mails. See the Quantum View Manageand Data Administrators’ Guide for additional information.

If you forget your password, click on the Forgot User ID orPassword on the login page for Quantum View. You will besent a temporary password to the registered e-mail address.

Once you log in for the first time, click the link at the bottomof the Welcome page to Set Preferences.

Setting PreferencesSetting Preferences allows you to view your information in a specific format each time you log on. You can choose any of the standard views or create a custom view as yourdefault. Custom Views are discussed in later sections.

You can also change how many days of viewable data youwant to see within Outbound, Inbound and Alternate Billing. You can view up to 45 days. Unless you change yourpreferences, the system will default to 7 days.

It is important for you to set a preference for the Time Zone.Selecting a zone from the drop down will determine when the e-mail alerts that you have scheduled will be sent.

Overview

Help: Contact Quantum View

Customer Support at 800-247-9035


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NavigationQuantum View Manage is located under theTracking tab on UPS.com®. The navigation for eachof the Views (Outbound, Inbound, Alternate Billingand Imports) is located in the yellow menu bar onthe left of the screen.

To view your Outbound, Inbound, Alternate Billingand Imports packages, click the appropriate hyper-link in the left navigation bar.

Each of these views provide hyperlinks for AccessCustom Views and Select Alerts (more informationon this functionality in the following pages). Notethat the Imports View provides hyperlinks for AccessCustom Views and Import Resources.

You will also find Set Preference and Search hyper-links in the left navigation bar. For more detailedinformation on these functions, see page 18.

Plus, a comprehensive Help section is available at your fingertips.

You can navigate to other parts of UPS.com at alltimes with the buttons and tabs located in the topportion of your screen.

We strongly encourage you to add Quantum View Manage to your Internet browser’s Favorites(Internet Explorer) or Bookmarks (NetscapeNavigator) list in order to quickly navigate and find the Quantum View Manage login screen.

Overview


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ViewsQuantum View Manage provides four standard viewsto see shipment data:

• Outbound• Inbound• Alternate Billing• Imports

Although there are specific details for each, whichwill be outlined in the following pages, the basiclayout for each view is very similar. However,Outbound, Inbound and Alternate Billing providedetailed transportation information at the Packagelevel. Imports provides detailed brokerage infor-mation at the Shipment level.

Each page will provide the following:

• Days Displayed — Date range of shipmentsdisplaying based upon user preferences

• Days Availabe for Viewing — Number of days that historical shipment data is available

• Last Update — Time and Date of the view that was last updated

• Filter Packages By — Filter function so you cansearch for specific packages (more detail on thefollowing pages)

Hint:

Those items that are hyperlinked(appear in blue and underlined) on your screen indicate your abilityto see further package detail.

• Summary View — Total number of your packages in thesystem by Account Number for the displayed date range.

Views


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OutboundOutbound reflects a summary of all packages thatare manifested to your account for a period of up to45 calendar days.

The Outbound Summary displays the total numberof packages by UPS Account Number and then bythe delivery status, such as:

• Manifests/Voids — Packages that have not enteredthe UPS network

• In Transit — Packages in the UPS network

• Out for Delivery — Packages delivering to the final destination

• Exceptions — Packages awaiting clarificationbefore final delivery can be made

• Delivered — Packages that have reached their finaldestination

• Total Packages — Total number of packages listedin the categories above by account number and by status

For greater visibility into all of your packages, selectthe button. A list of all packages in thesystem by tracking number (1Z) will display andinclude the following data elements:

• Tracking Number/Package Reference Number 1

• Package Weight/Status

Note:

If you click the Tracking Number(1Z) which is hyperlinked (blueand underlined), you can view evengreater detail about your packageincluding the Package Progress.

If your package volume exceedsthe limit that can be displayed,narrow your search by filtering orselecting a link from the Summarysection.

Views

• Manifest Date/Scheduled Delivery Date

• UPS Service

• Ship to Name/City/State/Province/Country

• Exception Description (if applicable)

• Exception Resolution (if applicable)

But the power of Quantum View Manage is the ability to Filter (drill down to) information on specific packages by what is most relevant to you. You can Filter yourOutbound packages by the following data elements:

• UPS Account Number

• Package Status

• Exception Description

• Manifest Date

• Scheduled Delivery Date

• Date Delivered

• UPS Service

• Shipment Charge Type

• Other Shipment Data

For specific instructions on Filtering, go to page 12.


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InboundInbound reflects the summary of those packagesshipped by your vendors or suppliers in which youare the recipient. Packages are viewed by the sched-uled delivery date consisting of seven future and upto 45 historical dates. This does not include Sundaysas UPS does not deliver packages on Sunday.

The Inbound Summary displays the total number ofpackages by location and then by the delivery date.

For greater visibility into all of your packages, selectthe button. A list of all packages in thesystem by tracking number (1Z) will display andinclude the following data elements:




• UPS Service

• Shipper Name/City/State/Province/Country



• Image (if applicable)

Note:

By clicking on any Location link on the Summary, you may reviewInbound packages that havealready been delivered to thatparticular location.


Visibility of PLD CompliantReturn Services created within the past 45 calendar days are nowavailable in the Inbound ReceivingAddress View.

But the power of Quantum View Manage is the ability to Filter (drill down to) information on specific packages by what is most relevant to you. You can Filter your Inbound packages by the following data elements:

• Location ID

• Package Status



• Date Delivered

• UPS Service



Views


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Alternate Billing Alternate Billing reflects a summary of those pack-ages that are sent by others on your behalf and billedto your UPS Account Number. The viewable pack-ages are those that have been manifested to UPS upto the previous 45 calendar days.

The Alternate Billing Summary displays the totalnumber of packages by Bill-To UPS Account Numberand then by the following:

• Third-Party

• Freight Collect

• Consignee Billing (U.S. Only)

• Total Number of Packages

For greater visibility into all of your packages, selectthe button. A list of all packages in the system by tracking number (1Z) will display andinclude the following data elements:




• UPS Service

• Shipper Name/City/State/Province/Country

• Ship to Name/City/State/Province/Country



But the power of Quantum View Manage is the ability to Filter (drill down to) information on specific packages by what is most relevant to you. You can Filter your Alternate Billing packages by the following data elements:

• UPS Account Number

• Package Status


• Manifest Date


• Date Delivered

• UPS Service

• Shipment Charge Type



Views

Note:



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ImportsView Imports reflects those shipments that are imported into the United States for up to 45 calen-dar days. Please note that this view is different as itdisplays information at the shipment level instead of the package level.

The Import Shipments Summary displays the totalnumber of packages by UPS Importer Account Numberand then by the following:

• Number of Shipments• Transportation Charges• Total Duties• Total Taxes• Total Fees

For greater visibility into all of your shipments, the standard Imports Detail includes the followingdata elements:

• UPS Importer Account Number• Entry Date• Lead Tracking Number• Customs Control Number• Images• Export Country• Shipper Name• Customs Entry Type• Transportation Charges• Total Duties• Total Taxes• Total Fees

But the power of Quantum View Manage is the ability to Filter (drill down to) information on specific shipments by what is most relevant to you.You can Filter your Imports by the following data elements:

• UPS Importer Account Number• Duty Type• Service Level• Bill Term• Customs Entry Type• Export Country


For more detailed instructions on Quantum View Imports, go to page 21.

Views

Note:

Displayed From and To dateranges default to the date rangecurrently displayed in the view.This date range can be adjusted to represent any of the availablehistory dates. Adjust the From and To dates to the desired rangeand select Go to update thedisplayed set of data.


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Package DetailThe following provides direction on the informationprovided in the Detail table for Outbound, Inboundand Alternate Billing Views.

The Detail table for Imports differs slightly. For de-tailed instructions go to the Imports section, page 21.

The Package Detail information can be viewed byclicking on the Tracking hyperlink within any view.

This view provides over 80 different data elements,which can be downloaded or e-mailed for historicalpurposes (more information on the following pages).

On Package Detail, you can View Package Progress.This allows you to see how your package has traveledthrough the UPS system.

To View:

• Click on the hyperlink View Package Progress

• Package movements will be added at the bottom of your screen

From the Package Progress view, you can receiveProof of Delivery (POD) information.

To View:

• Follow the instructions for View Package Progress(right)

• Click on the hyperlink Proof of Delivery

Package Detail

• A window will open if there is any availableinformation

• To print this information, select File from the top menu

Note:

Proof of Delivery will only beavailable once a package has been delivered.


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FiltersFilters are available in all the views (Outbound,Inbound, Alternate Billing and Imports). We dis-cussed the filter criteria options available for eachview in the “Views” section, pages 6-10.

Filter Packages By1. Select the filter from the pull-down menu beneath

Filter Packages By and select .

As you refine your display results, your navigation is tracked through a Filter Path. Within any view, the Filter Path is available. The Filter Path showsactive links of how your displayed results have been filtered and allows you to navigate backward.

To Apply a Filter1. Select a filter type in the Filter Packages By

drop-down menu on the main view.

2. Select .

3. Select the filter values you want to include in yourview. By default, all options are viewable, withSelect All and Clear All buttons at the top of thelist. When selecting a filter, you have the choice to deselect an option to refine your view. You willonly see filter values that are applicable to yourcurrent data.

4. Select .

Filters

Note:

All filter values are dynamicallygenerated based on currentinformation. You will only seeinformation that actually pertainsto your current packages in theUPS system.

You now have the ability to filterby PLD Compliant Return Servicefor Outbound, Inbound ReceivingAddress and Alternate Billing.

Once a filter is selected, theFilter Path to the right of the

button will updateshowing all filters applied. Toadd additional filters, repeatthe process.


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DownloadYou can download and save information from all the views (Outbound, Inbound, Alternate Billing and Imports).

Download and Save Information1. Select the Download link under the Detail box.

2. Select Save from the File Download box.

3. Select a location where you will save the CSV fileon your computer.

4. Save the file with the default name or with yourchosen file name.

The file name is defaulted to the view name and the current date (MMDDYY).

Data elements in the CSV file are organizedconsistent with your view.

Hint:

You may want to set up a folder on your hard drive to save futuredownloads.

Download


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E-mailYou can e-mail information from all the views(Outbound, Inbound, Alternate Billing and Imports)at any time. The E-Mail link is next to the Downloadlink in the Detail box.

E-mail Package Information1. Select the E-mail link in the Detail box.

2. Select as many as 20 packages to include in your e-mail from the E-mail Package Detail screen.

3. Select .

The next screen allows you to:

• Enter up to three e-mail recipients• Type a message of up to 150 characters• Indicate whether you want to be notified

if there is a failure in e-mail delivery

The e-mail will come from a UPS e-mail account and will contain those data elements found on the page that you chose to e-mail.

Alternately, you may e-mail details about a specificpackage. From the Package Detail screen, select thee-mail link at the top of the page.

Hint:

Before you send an e-mail,perform all desired filtering. That way, the e-mail package list will be greatly reduced.

Important:

Proof of Delivery, includingsignature, cannot be e-mailed.

E-mail

5. To save your view for future use, name your view.

6. To view the packages you selected with standard dataelements (as displayed on the Detail table), choose

.


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Custom ViewsThe following provides direction on creatingcustomized views of the detail table for Outbound,Inbound and Alternate Billing Views.

Customized views for Imports differ slightly. For detailed instructions go to the Imports section,page 21.

Create a Custom ViewCustom View allows you to create regular views andreports with just the specific packages and information(data elements) that you need on a regular basis.

1. Select the view you want to customize —Outbound, Inbound, Alternate Billing — by clicking the left navigation bar.

2. Select Access Custom Views.

3. Select Create New Custom View.

4. Select the criteria for the type of packages youwant to view.

• Use drop down to change information to singlechoices.

• If multiple choices are necessary within acriteria, click on the hyperlink with the bluearrow “Multiple...”

Custom Views

(continued)

Note:

You now have theability to createCustom Views forPLD CompliantReturn Services.


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7. Choose the Package Elements you want to see in your view by pushing them to the right of the screen with the button. Remove anypackage elements you do not want to see in yourcustomized view by pushing them to the left ofthe screen with the button.

8. View your custom view in the Preview section at the bottom of the screen.

9. Select .

10. The results of your Custom View with theSummary and Detail tables are displayed. To view the criteria used to create your Custom View, click on View Criteria. To edit, click on Edit Criteria.

Custom Views

Note:

The order of the elements in theincluded box will be the order inwhich your columns appear. Youcan change the order by usingthe and .You can see how your view willlook at the preview section belowthe elements list.

The tracking number is the onlydata element that allows you toview package details, therefore we suggest that you ALWAYS keep it in your view.


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Edit or Delete a Custom ViewSelect appropriate view and then Access CustomViews on the left navigation bar.

Select Edit or Delete next to the Custom View name.

A help section is available in a separate pop-upwindow by selecting the Help link available at thetop right corner of the Customized Views box on theCustom Views screen. The Help section outlines:

• How To Modify an Existing Custom View

• How To Delete a Custom View

• How To Switch Your Custom View

Custom Views


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SearchYou can Search for a particular package or group of packages by data elements if you do not know the tracking number. This function can be used withall the views (Outbound, Inbound, Alternate Billingand Imports).

Search for a Particular Package or Number of Packages1. Select Search.

2. Indicate the view you would like to search by using the drop-down menu.

3. Indicate Search By using the drop-down menu.Note: The criteria is slightly different for each view.

4. Choose the value qualifier — Starts With,Contains or Equals.

5. Enter the value to be searched. Values correspondto the type of criteria you selected in Search Bysection in Step 3:

For example:Search: OutboundThat: EqualsEnter Value: GA

6. Select .

Search


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Setting AlertsYou can be proactively notified via e-mail that yourpackages or shipments have Exceptions or DeliveryConfirmations. Alerts are set by Account Number or Location.

Each of the views (Outbound, Inbound, AlternateBilling and Imports) has specific types of alerts thatcan be set. Import Alerts are viewable under theInbound and Alternate Billing Views.

Below are explanations of each type and a chart summarizing which are available for each view.

Exception Alert:We'll notify you each time an exception occurs thatchanges the scheduled delivery date of a package.

Shipment Registered Alert:We will notify you when your U.S. imports ship-ments have been registered with the governmentclearing agencies.

Shipment Released Alert:We will notify you when your U.S. imports ship-ments have been released for delivery by the gov-ernment clearing agencies.

Delivery Confirmation Alert:Choose a scheduled daily alert time and we willnotify you of all packages delivered within the past24 hours.

Note:

In selecting all alerts, up to threerecipients are eligible to receiveeach type of notification.

Clearance Exception Alert:We will notify you each time an exception occurs that changes the scheduled delivery date of a package clearing U.S. Customs.

Clearance Exception Resolution Alert:We will notify you once a clearance exception has beenresolved.

Duties Alert:We will notify you once the duties for your U.S. importshipments have been scheduled for payment by UPS.

Setting Alerts

Alternate Outbound Inbound Billing

Exception Alert X X X

Shipment Registered X X

Shipment Released X X

Delivery Confirmation X X X

Clearance Exception* X

Clearance Exception XResolution Alerts*

Duties Alert* X

*Requires Imports View privilege


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Set Alerts1. Select the View (Outbound, Inbound, Alternate

Billing and Imports) from the left navigation.

2. Select Select Alerts.

3. Click on the appropriate check box for the Alertsyou want to receive.

4. Select Edit (hyperlinked) to enter a recipient’s e-mail address.

5. A pop-up window will appear. Enter the recipient’se-mail address, select language preference andclick .

6. You return to the main screen, Click .

Failure Notification

By default, Quantum View Manage will notify you if a problem is encountered with one of the recipiente-mail addresses with a Failure Notification. If youdo not wish to be notified when there is a problemwith a recipient e-mail address, uncheck the box next to Send notification of e-mail address failure.

Setting Alerts

Note:

In selecting all alerts, up to threerecipients are eligible to receiveeach type of notification.


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ImportsImport Shipment DetailThe Import Shipment Detail can be viewed byclicking on the Lead Tracking Number hyperlink.

The view displays up to 69 shipment-level dataelements that define the involved parties, controlnumbers, estimated shipment charges and shipmentmilestones.

There are several hyperlinks on this page to provideyou with more shipment details, images and contactinformation.

Click on the hyperlinks to view the following:

View Invoice Detail – see page 22 for details

View Commodity Detail – see page 23 for details

View Images – You can view images associated to theselected shipment by clicking on the View Imageshyperlink.

E-mail Customs Brokerage – You can contact UPSCustoms Brokerage Services regarding the displayedshipment via e-mail, or e-mail information toanother party. (See page 34 for more details.)

Imports

You can access detailed Invoice andCommodity information that pertains to this shipment by selecting the desired link.

You can access document images thatpertain to this shipment by selecting View Images.

Contact UPS Customs Brokeragerepresentatives if you have a questionabout this shipment, or notify anotherparty about this shipment by selecting E-mail Information to Another Party. See page 34 for more information on this functionality.


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Import Invoice DetailThe Import Invoice Detail page displays up to 18invoice level data elements that define the shipper-provided invoice information, including purchaseorder content and item descriptions.

To View: • Click on the View Invoice Detail hyperlink.

To Access Images:• Click on View Images to access document images

that pertain to this shipment.

To E-mail:• Click on E-mail Customs Brokerage if you have

a question about this shipment.

• Or to notify another party about this shipment,click on E-mail Information to Another Party.

• See page 14 for more information on this functionality.

A complete list and definitions of the supportedinvoice-level data elements is provided within the online Help.

Imports

You can access detailed Shipment orCommodity information that pertains to this shipment by selecting the desired link.




23


Import Commodity DetailThe Import Commodity Detail page displays up to 38 commodity-level data elements that define the classifications applied to the shipment’s com-modities, including harmonized tariff numbers,quantity descriptions, duty information, taxinformation and fee information.

To View: • Click on the View Commodity Detail hyperlink.

To Access Images:• Click on View Images to access document images

that pertain to this shipment.

To E-mail:• Click on E-mail Customs Brokerage if you have

a question about this shipment.

• Or to notify another party about this shipment,click on E-mail Information to Another Party.

• See page 14 for more information on thisfunctionality.

A complete list and definitions of the supportedcommodity-level data elements is provided withinthe online Help.

Imports

You can access detailed Shipment or Invoice information that pertains to this shipment by selecting the desired link.




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Import Custom ViewsYou can create and save a customized view of importshipment information that is tailored to meet yourspecific needs. Saved Import Customs Views canthen be set as the default display page under the SetPreferences section so you can access this informa-tion quickly.

Create a New Import Custom View 1. Select View Imports then Access Custom Views.

2. Select Create New Custom View.

3. Select the criteria for the type of shipments you want to view.

• Use the drop down to change information to single choices.

• Many of the data elements allow you to make a single choice or you can select the Show Allhyperlink.

4. To save your view for future use, enter a nameunder Save View.

5. To view shipments you selected with standarddata elements (as displayed on the Detail table),choose .

When choosing multiple UPS Importer AccountNumbers, hold the Control Key while selecting.

When defining date ranges, the General Date Rangeis recommended for saved Custom Views since ExactDate Ranges may become outdated.

When selecting an Import Port, only the 10 mostcommonly used UPS import ports are displayed for individual import port selection.

Imports

(continued)


25


6. On the Define Elements for Detail Display screen,you may customize the Detail display by adding or removing data elements.— Three types of import data elements are

available: shipment information, invoiceinformation and commodity information.

— All three types of information can be mixedtogether. However, merging shipment informa-tion, invoice information and/or commodityinformation can result in a one-to-many rela-tionship, which can result in repeating data.

7. Choose the data elements you want to see in yourview by pushing them from the Available sectionto the Included box with the button.Remove any data elements you do not want to see in the Included box by moving the elementsback to the Available section with the button.

8. Change the order of the elements in the Includedbox by using and . Theorder of the elements in the Included box will be the order in which your columns appear.

Imports

A description of each supported dataelement is available within Help.

The list of Available Package Elementsdisplayed in the Available box is asso-ciated to the data elements available by the selected View type. (i.e., Whenthe Shipment view type is selected, thedisplayed available data elements will be at the shipment level. The same forInvoice and Commodity views).

Select the shipment’s View Image link to view the shipment’s document images.

Click on any shipment’s Lead TrackingNumber to drill into additional informa-tion regarding a particular shipment. This action will direct you to the ship-ment’s Import Shipment Detail page.

(continued)


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9. View your custom view in the Preview section at the bottom of the screen.

10. Select .

11. The results of your Custom View with theSummary and Detail tables are displayed. To view the criteria used to create your Custom View, click on View Criteria. To edit, click on Edit Criteria.

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27


Import ResourcesThe Import Resources section provides the tools and information to help you manage your com-pliance records. You can find Import Resourcesunder View Imports in the left navigation bar.

The following is an overview of the functionality you will find:

1. Access, view and download up to one year’s worthof shipment and account document images online(July 1, 2004 forward).

2. Request a CD-ROM of your historical tradedocument images to assist with recordkeeping.— CD-ROM requests incur a $25 production

fee per CD-ROM produced— Up to five years of images can be requested

(July 1, 2004 forward)

3. Upload a product catalog to assist UPS in ratingyour shipments.

4. Contact UPS Customs Brokerage concerning rated shipments you are investigating.

Imports

1

2

3

4


28


Online Document Images — Shipment ImagesYou can view shipment images associated to one or more UPS Importer Account Numbers for last 12 months (July 1, 2004 forward). Images areavailable for new shipments once the shipment is matched to a UPS Importer Account Number.

1. Select the Get Shipment Images hyperlink.

2. Select the criteria for the type of images you wantto view.

• Use the drop down to change information to single choices.

• Many of the data elements allow you to make a single choice or you can select the Show Allhyperlink.

3. Select .4. To view an image, click on any of the hyperlinked

information (blue and underlined).

Note:

When defining date ranges, youcan select any block of 31 days (or fewer) within the last 12calendar months.

All document types will not be available for all entry types. For example, a CF 7501 (EntrySummary) document will not beavailable for most informal entries.

Imports

When choosingmultiple UPS ImporterAccount Numbers, holdthe Control Key whileselecting.

1

(continued)


29


5. To download multiple images, select the checkbox next to the image files you want to downloadand select Download.

• If the combined size of the images you are down-loading is less than 5 MB, you are prompted fora location to download the files.

• If the combined size of the files to be down-loaded exceeds 5 MB, individual Zip files arecreated that are 5 MB or less in size. A page is displayed listing these Zip files.

• Each Zip file must then be individually down-loaded by selecting the Download link in therow with the file name.

Imports


30


Online Document Images – Importer Account ImagesTo request images of your current importer accountlevel documents:

1. Select the Get Account Level Images link from the Import Resources screen.

2. To request images of your current account leveldocuments, select Download for the desired UPSImporter Account Number.

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31


Request CD-ROMUPS Customs Brokerage can create and send to youa CD-ROM containing document images for up tothe last 60 calendar months (July 1, 2004 forward).The document images are available for the UPSImporter Account Numbers associated with yourcompany’s profile.

CD-ROM Pricing and DeliveryPricing: US$25.00 for each CD-ROM requested.Typical requests result in the production of one CD-ROM. Charges will be applied to yourInternational Package Services Invoice.

Delivery: Processing and delivery time will varydepending upon the size and age of the datarequested.

To process your order for a CD-ROM1. Select the Request a CD-ROM hyperlink.

2. Select the criteria for the type of images you want to view.

3. Select Continue.

4. Enter your Contact and Ship To information. Required fields are shown in bold.

5. Select .

Imports

2


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Upload Product CatalogThe Upload Product Catalog functionality will helpensure accurate and consistent classification of allyour imported goods.

To upload a product catalog:1. Select the Upload a Product Catalog hyperlink.

2. Ensure that the prepopulated contact informationis correct.

3. Identify which UPS Importer Account Numbersyou would like to associate with the uploadedproduct catalog data.

4. Include a message if desired.

5. Select Browse to locate the Product Catalog file you want to upload, and select .• Product catalog uploads require four elements:

— Part/Product number (up to 35 alphanumericcharacters)

— Harmonized tariff classification number (10-digit numeric)

— ISO country of origin (2 alphabeticcharacters)

— Part/Product description (up to 35 alphanumeric characters)

Imports

3Note:

Other data elements that defineproduct characteristics may beincluded with the catalog uploadas well as those outlined.

(continued)


33


• Upload files must be smaller than 5 MB and be in one of the following file formats: — *.MDB – Microsoft® Access— *.BDF – DBASE— *.XLS – Microsoft® Excel— *.TXT, *.CSV, *.TAB, *.ASC – Various text

file formats— *.ZIP – Zipped files of the types above

• When you have updates to your product catalog,you can either send your entire revised catalog,or just the updates, using the same format asyour original catalog file.

Example Catalog .TXT File in Proper Format:

"PART_NUMBER"~"HTS"~"ISO_CTY_ORG"~"PART_DESCRIPTION""1234"~"8542218010"~"CA"~"DOPED GAS WAFERS""5678"~"8541406050"~"CN"~"DIODES"

Imports

Example Catalog .XLS (Excel) File in Proper Format:

PART_NUMBER HTS ISO_CTY_ORG PART_DESCRIPTION1234 8542218010 CA DOPED GAS WAFERS5678 8541406050 CN DIODES


34


Contact Customs BrokerageYou can contact UPS Customs Brokerage represent-atives with questions or comments regarding yourU.S. import shipments via e-mail or fax.

Questions and comments pertaining to specificshipments are best submitted from the shipment’sImport Shipment Detail, Import Invoice Detail orImport Commodity Detail since these commu-nications will automatically include informationabout the specific shipment of interest in the e-mail sent to UPS Customs Brokerage.

E-mail UPS Customs Brokerage1. You can either:

• Open the Import Shipment Detail, ImportInvoice Detail or Import Commodity Detailpages.

• Then, select the E-mail Customs Brokerage link.OR• Select the Send an E-Mail hyperlink from the

Import Resources page.


3. Select a Reason for Contact from the options.

4. Enter a message.

5. Select .

Imports

4Note:

When e-mailing from the Detailpages, the shipment’s ShipmentNumber, Customs ControlNumber, Importer AccountNumber and Import Port Code are included in the message sent to UPS Customs Brokerage, which enables our representativesto respond to your inquiries in atimely manner.

General E-mail

Shipment-Specific E-mail


35


Fax UPS Customs BrokerageIf you have supporting documentation you wouldlike to provide UPS regarding a shipment, such as anannotated commercial invoice, you may fax it usingthese simple steps:

1. Select the Create a Fax Cover Page hyperlink.


3. Select a Reason for Contact from the followingoptions: • Response to Recommended Action• Shipment Invoice Information• Current Status of Entry or Shipment• Other Customs Brokerage Inquiry

4. Enter a message.

5. Select .

6. Select the View/Print Fax Cover Sheet link to view and print your fax cover sheet.

7. Please fax the cover sheet along with anyadditional documentation to the CustomsBrokerage number listed on the cover sheet.

Imports


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Enhanced Inbound View Functionality Just for ImportersWhen users have the Imports View and Inbound View assigned to their Quantum View Manageprofile, the Inbound View is enhanced with thefollowing capabilities designed to help importersmanage the clearance of their U.S. imports:

• View Commercial Invoice document images for incoming import packages

• Minimize delays by using Recommended Actionand Additional Information statements to identifyand resolve clearance delays

• Expedite resolution of clearance holds by submitting information directly to UPS Customs Brokerage via e-mail or fax

• Use Clearance Exception and Clearance Exception Resolution alerts to have UPS notify you of clearance holds via e-mail

• Use Shipment Registered, Shipment Released, and Duties alerts to help importers better manage inbound international shipments and their associated ratings and duties

Imports


37


Technical SupportTechnical support is available by phone at 800-247-9035.

Phone support is available: Mon.-Fri. — 7:30 a.m. to 9:00 p.m. (EST)Sat. — 9:00 a.m. to 6:00 p.m. (EST)Sun. and Holidays — 9:00 a.m. to 6:00 p.m. (EST)

To e-mail a support question, access UPS TechnicalSupport at: http://www.ups.com/forms/e-mail/technical?loc=en_US.

Technical Support


38


GlossaryFor Outbound, Inbound and Alternate Billing Views.Import View Glossary can be found on page 40.

UPS Account Number — An account numberassigned by UPS to a shipper for billing purposes.

Alerts — Notifications sent by e-mail informing you of confirmed deliveries and exceptions.

Alternate Billing View — Allows user to view up to 45 calendar days’ worth of package statusinformation for all shipments billed via FreightCollect, Consignee Billing or Third Party. Summarydata and/or package level detail is available for up to 99 UPS account numbers.

Bill-To Account Number — The account number a shipment is billed to.

Consignee Billing — An alternative billing option in which UPS bills shipping charges to the consignee.UPS accepts shipments for Consignee Billing as longas the consignee has a valid UPS account numberand has agreed to accept the charges. This is acontractual service for high-volume receivers.

Date Delivered — The date of confirmed delivery.

Delivered — The number of packages confirmed for delivery.

Delivery Confirmation Alerts — A scheduled daily e-mailnotification containing an aggregated view of all deliveriesin the last 24 hours. Each e-mail will contain up to 25 delivered packages. You will be required to choose a scheduled time to receive daily notifications.

Exception Alert — An e-mail notification sent each timean exception occurs that changes the scheduled deliverydate for any given package.

Exception Description — A description explaining the reason for a rescheduled delivery.

Exception Resolution — A description of the resolveddelivery actions as a result of the rescheduled delivery.

Exceptions — The number of packages delayed, resulting in a change of the original scheduled delivery date.

Filter — Allows you to refine your display results.

Filter Path — Shows active links for how your displayedresults have been filtered and allows you to navigatebackward.

Freight Collect — UPS bills shipping charges to thereceiver.

In Transit — The number of packages within UPS’spossession.

Glossary


39


Inbound View — Allows user to view up to 45calendar days’ worth of package status informationfor any shipment sent to you from another party.Summary data and/or package level detail areavailable for up to 99 Location IDs. (Note: Physical locations may be assigned more than one Location ID.)

Location ID — A unique identifier referring to aspecific shipping/receiving location. (Note: Physicallocations may be assigned more than one Location ID.)

Manifest/Void — Manifest: The number of packagesprocessed for UPS delivery. Void: The number ofshipments that were created and billed to your UPSAccount, but never shipped due to a voidedtransaction.

Manifest Date — The date a shipment is processedwithin the UPS system.

Out for Delivery — The number of packages in routefor delivery.

Outbound View — Allows user to view up to 45calendar days’ worth of package status informationfor any shipment sent from you to another party.Summary data and/or package level detail areavailable for up to 99 UPS account numbers.

Package Status — Delivered, Exception, In Transit,Manifest, Void.

Scheduled Delivery Date — The date of scheduled delivery.

Ship To Name — The name of the recipient to whom yourshipment is being sent.

Ship To Address — The address where your shipment is being sent.

Ship To City/State — The city and state where yourshipment is being sent.

Shipment Charge Type — Freight Collect, Pre-paid, Third Party Billing.

Shipper Name and Address — The name and address of the party processing the package for shipment.

Signed By — Name of the recipient who received and signed for delivery.

Status — The status of a package’s movement within the UPS system (i.e., In Transit, Manifest, Delivered).

Third-Party — The number of packages outsourced to another company hired to manage your supply chain.

Tracking Number — A number automatically assigned to your package by UPS to identify and trace its move-ment through the UPS system to its destination.

UPS Service — Inclusive of all domestic and internationalUPS services.

Weight — The weight of the package in pounds.

Glossary


40


Glossary — Imports ViewImporter — The person, firm or representative towhom a seller or shipper sent merchandise and who,upon presentation of the necessary documents, isrecognized as the owner of the merchandise for thepurpose of Custom’s duties.

Importer of Record — Individual, corporation orpartnership designated as the legally responsibleparty for customs entries. The Importer of Recordpays all duties and assumes all legal liabilities.

Imports View — Allows users to view up to 45 calendar days of brokerage shipment data forU.S. imports matched to your small-package UPSImporter Account Number(s). Summary data and/orshipment-, invoice- and commodity-level detail datais available for up to 99 UPS Importer AccountNumbers.

Invoice — The standard documentation prepared by the shipper to itemize and describe the contentsand value of a shipment. The commercial invoiceserves as the basis for the preparation of all otherdocuments covering the shipment.

Product Catalog — A listing of commodities alongwith their associated commodity descriptions,Harmonized Tariff Codes, and Countries of Originthat could be imported for a particular importer. The product catalog is used as a reference whenassigning classification to an importer’s commodities.

Ship Date — The day that the package is tendered to UPS and begins the journey to its destination.

Ship To — The consignee or location where the shipment is being sent.

Shipment — A shipment represents packages or articlesshipped together.

Sold To — “Sold To” information is frequently identified as the “Bill To” or purchaser listed on the invoice.

Glossary — Imports View

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