# Presentation: 420092

## Release 3 User Interface Presentation, including Reports Functionality:  Importer, Exporter and Surety Session

- Presenters:
- Mike Maricich, CBP
- Jim Byram, eCP
- Kevin Lotenberg, eCP
- Cheryl Marin, eCP
- Bob Noulin, eCP

- January 28, 2004

## Agenda

- Introduction – Cheryl Marin
- Account Management – Jim Byram
- Account Revenue – Kevin Lotenberg
- Reports – Bob Noulin

## INTRODUCTIONCheryl Marin, eCP

**Release 3 User Interface Presentation, including Reports Functionality:  Importer, Exporter and Surety Session**

## Introduction

- “Release 3 User Interface Presentation Sector Breakout Sessions”
- Demonstrates ACE Release 3 account management, account revenue, and reporting graphical user interface views
- Describes a transition for functionality established in ACE Release 2 and functionality added in ACE Release 3.
- Presented in three sessions:
- ACE Portal Importer (exporter and surety)
- ACE Portal Broker (vendor)
- ACE Portal Carrier

**Notes:**
Statements and Reporting Presented in the “Release 3 User Interface Presentation” Importer and Brokers Sessions
Periodic Payment Scenario and Q&A in “R3 Informational Session with TSN Accounts and TSN Revenue Committees”

## Introduction (continued)

- All screens shown in this session are
- “For Conceptual Purposes Only”
- AlphaZed Technologies (AlphaZed Computers) Account Scenario
-  Secure Data Portal Importer View of the following tabs:
- Home
- Accounts
- Reports
- SAL (Significant Activity Log)
- Action Plan
- Bond Data
- Statements
- Sample Preliminary Periodic Monthly Statement Formatted from ABI Output

**Notes:**
Statements and Reporting Presented in the “Release 3 User Interface Presentation” Importer and Brokers Sessions
Periodic Payment Scenario and Q&A in “R3 Informational Session with TSN Accounts and TSN Revenue Committees”

## Home

## Slide 7

## Slide 8

## Questions?

## Manage People

## Slide 11

## Slide 12

## Slide 13

## Slide 14

## Slide 15

## Slide 16

## Slide 17

## Questions?

## Accounts

## Slide 20

## Slide 21

## Slide 22

## Designate Broker

## Slide 24

## Slide 25

## Slide 26

## Slide 27

## Slide 28

## Slide 29

## Slide 30

## Slide 31

## Questions?

## Reports

## Release 2 - Reports

**	**
**	****More than 40 reports regarding:**
**Entry Summary Line Items**
**Cargo Exam Discrepancy Details Report**
**Entry Summary Discrepancy Details Report**
**Aggregate Importer Reports**
**Aggregate Cargo Exam Compliance Reports**
**Aggregate Entry Summary Compliance Reports**
**Importer Quick Views**
**Portal interface to select report and enter queries**

## Release 2 – Reporting Interface

_**Release 2 – Reporting Interface**_

## Release 3 – AM Reports

**	**
**Account Mgmt – 67 reports**
**New User Interface **
**Updated Release 2 reports**
**New Data Type (Cargo Entry) **
**New Reports**** **
**Advanced queries (Entry Summary, Cargo Entry, Cargo Exams and Team Reviews)**
**Filer by Port**
**New Compliance Quick View and Reports**
**Broker/Filer Quick Views**
**New Functionality**

## Select the “Launch Reports” button to open the reporting tool

**Select the “Launch Reports” button to open the reporting tool**

## The “Dashboard” is the default tab when opening the reporting application

**The “Dashboard” is the default tab when opening the reporting application**

##  To locate an existing report, choose the “Find” tab

** ****To locate an existing report, choose the “Find” tab**

**1**

**2**

**3**

**4**

## Select the container in your dashboard where you want to store the canned report

**Select the container in your dashboard where you want to store the canned report**

## Note the “Filer Summary Report” has been added to the “Reports” container

**Note the “Filer Summary Report” has been added to the “Reports” container**

## Fill in the filter criteria and select “Display Report” to view the results

**Fill in the filter criteria and select “Display Report” to view the results**

## The query results are now displayed

**The query results are now displayed**

## Selecting ? will display a description of the data fields

**Selecting ? will display a description of the data fields**

## Select the “Print” function to obtain a hard copy of the report

**Select the “Print” function to obtain a hard copy of the report**

## The report is formatted in PDF and can be printed on a local printer 

## Select the “Export” function to obtain an electronic copy of the report

**Select the “Export” function to obtain an electronic copy of the report**

## Example of “Exported” Excel version of report

**Example of “Exported” Excel version of report**

**Example of “Exported” PDF version of report**

## Questions ?

## Significant Activity Log (SAL)

## Slide 51

## Slide 52

## Questions?

## Action Plan

## Slide 55

## Slide 56

## Questions?

## Bonds

## Slide 59

## Slide 60

## Slide 61

## Slide 62

## Questions?

## Statements

## Slide 65

## Slide 66

## Slide 67

## Slide 68

## Slide 69

## Slide 70

## Slide 71

## Slide 72

## Slide 73

## Slide 74

## Slide 75

## Slide 76

## Slide 77

## Questions?

## AR Reporting

## Slide 80

## Slide 81

## Slide 82

## Slide 83

## Slide 84

## Slide 85

## Slide 86

## Slide 87

## Questions?

## Sample Preliminary Periodic Monthly Statement 

- Formatted from ABI Output

## Sample Periodic Monthly Statement (Preliminary)

**                                                 ****AUTOMATED COMMERCIAL ENVIRONMENT                   STATEMENT PRINT DATE: MM/DD/YY**
**                                         ****PERIODIC MONTHLY STATEMENT REPORT (PRELIMINARY)       CLIENT BRANCH DESIGNATION:**
**                                                                                                            ****PROCESS DATE: MM/DD/YY**
**STATEMENT FOR:  TEST BROKER   **
**IMPRT OF REC#:**
**BROKER/FILER#:     XXX**
**PROCESS DIST/PORT: DDPP**
**PERIODIC DAILY  STATEMENT   PRES                                                                               **
**STATEMENT       DATE        DATE     ESTIMATED DUTY   ESTIMATED TAX   ESTIMATED CVD   ESTIMATED ADD   USER FEES   TOTAL AMOUNT       **
**0103307001      11/03/03    11/04/03       1,000.00            0.00          100.00          100.00      100.00       1,300.00  **
**0103308001      11/04/03    11/05/03       1,000.00            0.00          100.00          100.00      100.00       1,300.00  **
**0103309001      11/05/03    11/06/03       1,000.00            0.00          100.00          100.00      100.00       1,300.00  **
**0103310001      11/06/03    11/07/03       1,000.00            0.00          100.00          100.00      100.00       1,300.00  **
**0103311001      11/07/03    11/08/03       1,000.00            0.00          100.00          100.00      100.00       1,300.00  **
**0103314001      11/10/03    11/11/03       1,000.00            0.00          100.00          100.00      100.00       1,300.00  **
**0103316001      11/12/03    11/13/03       1,000.00            0.00          100.00          100.00      100.00       1,300.00  **
**0103317001      11/13/03    11/14/03       1,000.00            0.00          100.00          100.00      100.00       1,300.00  **
**0103318001      11/14/03    11/15/03       1,000.00            0.00          100.00          100.00      100.00       1,300.00  **
**0103321001      11/17/03    11/18/03       1,000.00            0.00          100.00          100.00      100.00       1,300.00  **
**0103322001      11/18/03    11/19/03       1,000.00            0.00          100.00          100.00      100.00       1,300.00  **
**0103323001      11/19/03    11/20/03       1,000.00            0.00          100.00          100.00      100.00       1,300.00  **
**0103324001      11/20/03    11/21/03       1,000.00            0.00          100.00          100.00      100.00       1,300.00  **
**0103325001      11/21/03    11/22/03       1,000.00            0.00          100.00          100.00      100.00       1,300.00  **
**0103328001      11/24/03    11/25/03       1,000.00            0.00          100.00          100.00      100.00       1,300.00  **
**0103329001      11/25/03    11/26/03       1,000.00            0.00          100.00          100.00      100.00       1,300.00  **
**0103330001      11/26/03    11/27/03       1,000.00            0.00          100.00          100.00      100.00       1,300.00  **
**0103332001      11/28/03    11/29/03       1,000.00            0.00          100.00          100.00      100.00       1,300.00  **
**0103335001      12/01/03    12/04/03       1,000.00            0.00          100.00          100.00      100.00       1,300.00  **
**0103336001      12/02/03    12/03/03       1,000.00            0.00          100.00          100.00      100.00       1,300.00  **
**0103337001      12/03/03    12/04/03       1,000.00            0.00          100.00          100.00      100.00       1,300.00**
**0103338001      12/04/03    12/05/03       1,000.00            0.00          100.00          100.00      100.00       1,300.00  **
**0103339001      12/05/03    12/06/03       1,000.00            0.00          100.00          100.00      100.00       1,300.00  **
**0103342001      12/08/03    12/09/03       1,000.00            0.00          100.00          100.00      100.00       1,300.00  **
**0103343001      12/09/03    12/10/03       1,000.00            0.00          100.00          100.00      100.00       1,300.00**** **
**  **

## Sample Periodic Monthly Statement (Preliminary)

**                                                 ****AUTOMATED COMMERCIAL ENVIRONMENT                   STATEMENT PRINT DATE: MM/DD/YY**
**                                          ****PERIODIC MONTHLY STATEMENT REPORT (PRELIMINARY)      CLIENT BRANCH DESIGNATION:**
**                                                                                                            ****PROCESS DATE: MM/DD/YY**
**STATEMENT FOR:  TEST BROKER   **
**IMPRT OF REC#:**
**BROKER/FILER#:     XXX**
**PROCESS DIST/PORT: DDPP**
**                                                          ****STATEMENT TOTALS**
**                                              ****PRELIMINARY TOTALS**
**         ****ESTIMATED DUTY                                25,000.00**
**         ****ESTIMATED TAXES                                    0.00**
**         ****ESTIMATED ADD                                  2,500.00**
**         ****ESTIMATED CVD                                  2,500.00**
**         ****COTTON FEE                                       100.00**
**         ****SUGAR FEE                                        100.00**
**         ****MAIL FEE                                         100.00**
**         ****PORK FEE                                         100.00**
**         ****BEEF FEE                                         100.00**
**         ****MERCHANDISE FEE                                  900.00**
**         ****MERC INFORMAL FEE                                100.00**
**         ****MERC SURCHARGE FEE                               100.00**
**         ****HONEY FEE                                        100.00**
**         ****WATERWAYS FEE                                    100.00**
**         ****PECAN FEE                                        100.00**
**         ****POTATO FEE                                       100.00**
**         ****LIME FEE                                         100.00**
**         ****MUSHROOM FEE                                     100.00**
**         ****WATERMELON FEE                                   100.00**
**         ****SHEEP FEE                                        100.00**
**         ****BLUEBERRY FEE                                    100.00**
**         ****TOTAL AMOUNT-DUE                              32,500.00**

## Sample Periodic Monthly Statement (Preliminary)

**                                                 ****AUTOMATED COMMERCIAL ENVIRONMENT                   STATEMENT PRINT DATE: MM/DD/YY**
**                                          ****PERIODIC MONTHLY STATEMENT REPORT (PRELIMINARY)      CLIENT BRANCH DESIGNATION:**
**                                                                                                            ****PROCESS DATE: MM/DD/YY**
**STATEMENT FOR:  TEST BROKER**
**IMPRT OF REC#:**
**BROKER/FILER#:     XXX**
**PROCESS DIST/PORT: DDPP**
**                               ****ENTRY SUMMARIES DELETED AFTER PERIODIC DAILY STATEMENTS ACCEPTANCE**
**                                       ****PERIODIC DAILY**
**                                       ****STATEMENT        ENTRIES DELETED  DELETE SOURCE**
**                                       ****0103312001       XXX-1000001-1         ABI**
** **

## Questions?

## Slide 94