I-ACT Booking Reference Guide

Transcription

1 I-ACT Booking Reference Guide I-ACT Booking Reference Guide 7/15/2013

2 INTTRA I-ACT Booking Reference Guide, v_ by INTTRA, Inc. All rights reserved July 15, 2013 INTTRA, Inc. 1 Upper Pond Road Morris Corporate Center II Building D Parsippany, NJ Phone Fax I-ACT Booking Reference Guide, v_ Proprietary and Confidential i

3 Introduction... 1 About I-ACT Booking... 1 Key Features... 1 The Booking Process... 2 I-ACT Booking General Conventions... 3 I-ACT Booking Navigation... 4 Creating Bookings... 5 Creating a Standard Booking... 5 Selecting a Carrier... 5 Using Carrier Provided Booking Numbers... 6 Adding Parties to a Booking... 6 Adding References to a Booking... 8 Specifying Transport Details Specifying Merchant Haulage Specifying Cargo Details Specifying Container Details Allocating Cargo for a Booking Adding Charges to a Booking Configuring Notification Adding Additional Information to a Booking Request Sending Temperature-Controlled Cargo Creating a Hazardous Cargo Booking Creating an Out of Gauge Cargo Booking Creating a Booking with an NVOCC Carrier Obtaining Carrier Responses to Your Bookings Searching and Printing Bookings I-ACT Booking Reference Guide, v_ Proprietary and Confidential ii

4 Searching Bookings Company Bookings vs. My Bookings Displaying Historical Versions of a Booking Printing Bookings Amending and Cancelling Bookings Amending a Booking Cancelling a Booking Using Templates Using Booking Templates to Create a Large Number of Similar Bookings Creating a Booking Based on a Template Creating a Template Reusing Bookings Reusing a Booking Carriers Confirming or Declining a Booking Promoting Bookings (NVOCCs only) I-ACT Booking Reference Guide, v_ Proprietary and Confidential iii

5 Introduction About I-ACT Booking I-ACT Booking is the web-based interface that allows shippers and freight forwarders manage their entire booking process. It encompasses ocean schedules search, delivery of booking requests, amendments, and cancellations to carriers, receipt of booking confirmation as well as creation of shipping instructions from confirmed bookings. Key Features Create Booking Requests Create bookings in 3 ways: o o o Create from scratch. Reuse a previously submitted booking. Create from a template. Create any type of booking request: o o o o o Standard booking for dry cargo. Reefer booking requiring temperature-controlled equipment. Hazardous booking. Booking for an out-of-gauge cargo requiring open-top, flat rack and hard top equipment. Any move starting and ending at Port or Door locations. Amend bookings following a carrier confirmation. Cancel bookings at any time except after a Declination Receive instant booking numbers for qualified transactions via INTTRA Rapid Reservation or Shipper- Managed Booking Number (SMBN) programs. Booking with NVOCCs Create LCL (Less than Container Loads) bookings for NVOCCs registered at INTTRA. Provides a facility to designate the ocean carrier. Access to Bookings Access all booking transactions in any status: Requested, Amended, Cancelled, Confirmed or Declined via "My Bookings." Initiate a search using any supported reference number including INTTRA reference number, any party in the booking, carrier name and any detail in the transport plan. View and print booking requests and confirmations. I-ACT Booking Reference Guide, v_ Proprietary and Confidential Page 1 of 34

6 Notification (By Push or Subscription) By Push. On any booking, you can specify the INTTRA registered partners to receive alerts for changes in booking status. By Subscription. INTTRA-Registered business partners can also subscribe to receive booking requests and status change notifications via , XML, or EDI. Integrated Applications Search carrier vessel schedules via OceanSchedules.com and propagate to booking request Create an SI from a confirmed booking via I-ACT Booking s integration with I-ACT Shipping Instructions. Track container via I-ACT Booking s integration with I-ACT Track & Trace. Browser Support As of this writing, I-ACT Booking has been optimized for the following browsers: Internet Explorer versions 8 & 9 Firefox Language Support I-ACT Booking is available in the following languages: English Spanish Portuguese Chinese, Simplified & Traditional Japanese The Booking Process I-ACT Booking allows shippers and freight forwarders to create booking requests. Carriers can respond to a booking request by confirming or declining the request. Following a carrier confirmation, a booking request can be amended. A booking may go through several confirmation and amendment cycles. At any time, unless a booking has been declined, booking requests can be cancelled. I-ACT Booking Reference Guide, v_ Proprietary and Confidential Page 2 of 34

7 After a carrier declines or the booking party cancels the booking request, no further actions are allowed. Note that the booking party can cancel a booking at any time, unless it has been declined by the carrier. I-ACT Booking General Conventions The table below describes the general conventions used on the various pages of I-ACT Booking. Convention Top right corner of the page. Description Displays your company and your name in the top right corner of the page. Some sections of the Booking - Request page can be expanded to reveal additional fields. To do so, click the + Show Details button that appears in the lower right corner of the section. After you have expanded a section on the Booking Request page, you can click Hide Details to collapse the section. I-ACT Booking Reference Guide, v_ Proprietary and Confidential Page 3 of 34

8 Convention Description * (next to a field label) Indicates a required field. (next to a field label) (next to a field label) Date format Decimals Auto-suggest lookup Add/Remove (+ - ) buttons Indicates recommended fields. Roll over the icon to display hint text. Indicates hint text is available for that field. Roll over the icon to display the hint text. Dates are entered in the DD-MMM-YYYY format. You can enter dates manually or use the calendar tool. Decimals are indicated using a period. Commas cannot be used to indicate a decimal point. For example, is valid, but 100,1 is not valid. Some fields (primarily location fields) employ an auto-suggest tool that allows you to easily make a selection. For location fields, after you type three or more letters (of either the city name or the UN Code for that location), you can choose from a list of matching items. Auto-suggest fields are identified by a small orange triangle in the lower left corner of the field. In addition to location fields, auto-suggest is also employed by the Container Type and Package Type fields. For some parts of the Booking Request form, you can click a + or a button to either add or remove line items. For example, in the Container section, you can click + to add a new row that allows you to enter a new container type and count. To remove a container type/count, you would click the button. Error Handling If I-ACT Booking finds errors on your booking, the Booking Request page appears with a corresponding error message displayed just above the General section of the booking form. A red X appears next to any field that need to be corrected. I-ACT Booking Navigation Navigation Carrier navigation options. Carriers are limited to the Booking Search and Help features on the Booking menu. Booking Menu Option Create New Booking My Bookings Templates Booking Search Help Purpose Displays the Booking Request form, which you can use to create new bookings from scratch or save a template. Displays all the bookings you created, amended or cancelled. It displays a snapshot of your booking transactions including status, reference numbers, locations and parties. Displays a list of booking templates you created including templates created by users within your company. Allows you to search your company s booking using the available search parameters. It also allows a parent company to search for bookings created by its child companies provided that the relationship is established at INTTRA. Displays the I-ACT Booking Reference Guide. I-ACT Booking Reference Guide, v_ Proprietary and Confidential Page 4 of 34

9 Selecting a Language Language can be selected either upon login or via the Language menu option. I-ACT Booking is available in the following languages: English Spanish Portuguese Chinese, Simplified & Traditional Japanese Creating Bookings Creating a Standard Booking To create a standard booking request, you need to provide, at a minimum, the following required fields: Carrier Place of Receipt and Place of Delivery Move Type Port of Load and Port of Discharge (unless the Move Type is "Door to Door") ETD (Departure Date) or ETA (Arrival Date) or Vessel and Voyage Cargo Description Number and Types of Containers POL/POD requirement. The Port of Load and Port of Discharge are required whenever the move type is anything except Door to Door. Including a Port of Load and Port of Discharge is strongly recommended for all bookings. Correcting Errors. If errors are found when you submit a booking, the Booking Request page appears displaying error messages (at the top of the page). The page also displays a red X next to the fields in error. Correct the booking data as needed and resubmit. INTTRA Reference Number. A booking transaction is successfully processed upon receipt of an INTTRA Reference Number. If your booking qualifies, you will receive a Rapid Reservation number upon submission. The number is indicated as the Carrier Booking Number. Selecting a Carrier The Carrier dropdown lists the carriers that you are partnered with on the INTTRA network. I-ACT Booking Reference Guide, v_ Proprietary and Confidential Page 5 of 34

10 Field Definition Field M/O Type Maximum Carrier M Dropdown The dropdown lists the carriers partnered with the booking party on the INTTRA network. Using Carrier Provided Booking Numbers There are two types of booking numbers carriers may provide for your use when submitting a booking request: (1) Shipper-Managed Booking Numbers or (2) Rapid Reservation Numbers. Shipper-Managed Booking Numbers If you are using Shipper-Managed Booking Numbers (SMBN), your carrier has provided you a series of booking numbers for you to assign to your bookings. When you are creating a booking, you can supply this number in the Carrier Booking Number field, located in the General section of the Booking Request page. To use SMBN, you must be assigned to the Platinum Booking role. If you are not authorized, the Carrier Booking Number field is disabled. To obtain authorization, please contact INTTRA Customer Service ( Dynamic Rapid Reservation Numbers Some carriers provide "Dynamic Rapid Reservation Numbers" for some of their bookings, depending on the country, region, or customer. The rapid reservation numbers are provided by carriers through INTTRA and applied to booking transactions based on pre-defined criteria set by the carrier. If your booking qualifies for a rapid reservation number, your booking transaction is automatically assigned a booking number upon submission. Once confirmed by the carrier, the rapid reservation number becomes the carrier booking number and is returned in the booking confirmation. Note: INTTRA issues rapid reservation numbers as temporary confirmation, for documentation purposes only. The carrier will send an actual confirmation through normal channels and will be available via I-ACT or . Adding Parties to a Booking Party information can be supplied in 2 ways: (1) Using the My Partners lookup or (2) Entering party information in free format text. I-ACT Booking Reference Guide, v_ Proprietary and Confidential Page 6 of 34

11 Shipper or Forwarder required. Either the Shipper Name or the Forwarder Name is required for a booking. When a Shipper Name or a Forwarder Name has been entered, at least one of them must be an INTTRA registered company. My Partners. The "My Partners" lookup displays your business partners that are registered at INTTRA. When they are registered at INTTRA and included in a booking request, your partners will have access to status updates for the booking (including amendments, cancellation, confirmation, or declination). Additionally, if they are subscribed to I-ACT Track & Trace, they will also have access to container status events. If you have business partners that are not registered at INTTRA, we recommend that they be registered. To register new partners and partner them with you, please contact INTTRA Customer Service. I-ACT Booking only recognizes a registered company when you use the My Partners lookup tool to enter that company. If you manually enter the company name, I-ACT Booking will not recognize it as a registered company. Removing a party. To remove a party you have entered, use the Clear link, which appears next to the My Partners icon. My Role. This option allows you to indicate your role in the booking. Typically, this will apply to shippers and freight forwarders. You must indicate your role accordingly checking a particular party type automatically inserts your company information into the Shipper Name, Forwarder Name, Contract Party Name, or Consignee Name fields. Designating My Role for a particular party type will make you the booking party in the booking request. Note that the booking party is not shown on the I-ACT Booking but it is sent to the carrier. Add Contact. Contact information such as Contact Name, Phone Number, Fax Number, and can be optionally supplied for any party in the booking. Field Definitions I-ACT Booking Reference Guide, v_ Proprietary and Confidential Page 7 of 34

12 M =Mandatory, O = Optional. Field M/O Type Maximum Shipper Name O Text 35 per line (2 lines) Forwarder Name O Text 35 per line (2 lines) Description You can either enter an INTTRA registered company from the My Partners lookup tool or you can manually type the name of a nonregistered company. Either the Shipper or the Forwarder is required and one of them has to be INTTRA registered. This is the party arranging forwarding of goods. You can either enter an INTTRA registered company from the My Partners lookup tool or you can manually type the name of a nonregistered company. Either the Shipper or the Forwarder is required and one of them has to be INTTRA registered. Click this checkbox to automatically enter your company s information My Role O Check Box in the associated field. My Partners O Lookup Click this icon to launch the My Parties lookup tool. It is available for all Screen party types: Add Contact O Link Click to open the Party Contact pop-up window. This link appears after you select an INTTRA registered party via the My Partners tool or after you manually type a party name. Clear O Link Click this link to clear the Company Name and Company ID. This link appears only after you select an INTTRA registered party via the My Partners tool. If you want to clear a party name that you entered using the My Partners tool, you must use this tool to do so. It does not appear if you manually type a party name. Contract Party Name O Text 35 per line (2 lines) Consignee Name O Test 35 per line (2 lines) Notify Party Name O Text 35 per line (2 lines) Notify Party 1 Text 35 per line (2 lines) Notify Party 2 Text 35 per line (2 lines) Adding References to a Booking Use this section to provide reference numbers for your booking. Firm or grouping of co-contractors which has been awarded the contract. You can either enter an INTTRA registered company from the My Partners lookup tool or you can manually type the name of a nonregistered company. Party to which goods are consigned. You can either enter an INTTRA registered company from the My Partners lookup tool or you can manually type the name of a nonregistered company. The party which is to be notified on arrival of goods. You can either enter an INTTRA registered company from the My Partners lookup tool or you can manually type the name of a nonregistered company. The second party which is to be notified on arrival of goods. You can either enter an INTTRA registered company from the My Partners lookup tool or you can manually type the name of a nonregistered company. The third party which is to be notified on arrival of goods. You can either enter an INTTRA registered company from the My Partners lookup tool or you can manually type the name of a nonregistered company. Enter multiple reference numbers. For all of the reference numbers located in the References section except the Tariff Number, you can enter multiple reference numbers, separating each with a comma. Each reference number is limited to 35 characters. I-ACT Booking Reference Guide, v_ Proprietary and Confidential Page 8 of 34

13 Maximum number of references. You can provide a maximum of 60 numbers for each of the following reference number fields: Shipper's, Forwarders, Purchase Order, Contract Party, Consignee. You can provide a maximum of 30 B/L reference numbers. You can provide only one carrier booking number, and either one tariff number or one contract number. Note: The Carrier Booking Number and Contract Number fields are located in the General section. Field Definitions M =Mandatory, O = Optional Field M/O Type Maximum Description Shipper's Reference Number (s) O Text 35 per reference number You can type up to 60 reference numbers, separating each with a comma. Forwarder's Reference Number (s) O Text 35 per reference number You can type up to 60 reference numbers, separating each with a comma. Purchase Order Number (PO) O Text 35 per reference number You can type up to 60 reference numbers, separating each with a comma. This is the reference number assigned by the buyer to an order. Tariff Number O Text 35 On a booking request, you can provide either a tariff number or a contract number (via the Contract Number field the General section), but not both. The tariff number is typically provided only if the contract number is not provided. Contract Party Reference Number (s) O Text 35 per reference number Consignee's Reference Number O Text 35 per reference (s) number B/L Reference Number(s) O Text 35 per reference number You can type up to 60 reference numbers, separating each with a comma. You can type up to 60 reference numbers, separating each with a comma. You can enter multiple B/L reference numbers; the maximum is 30. Use commas to separate the reference numbers. I-ACT Booking Reference Guide, v_ Proprietary and Confidential Page 9 of 34

14 Field M/O Type Maximum Description Carrier Booking Number O Text 30 After you select a Carrier, the Carrier Booking Number is enabled if the carrier you selected has authorized you to use Shipper Managed Booking Numbers. Otherwise, this field is not enabled. You can type in the Carrier Booking Number. The Carrier Booking Number must be unique among all bookings associated with a carrier. Note: The Carrier Booking number is located in the General section. Contract Number O Text 35 This is the specific number of a contract between your company and the carrier specifying rates, tariffs, etc. You can enter either the Tariff Number or the Contract Number, but never both. Note: The Contract Number is located in the General section. Specifying Transport Details You must indicate the move type for your shipment. The available move types are as follows: Port to Port Port to Door Door to Port Door to Door Container Yard (CY) moves. Please indicate moves starting or ending at a container yard as "Port" moves (that is, use "Port" in place of "CY"). POL/POD requirement. The Load Port and Discharge Port locations must be provided for all moves other than "Door to Door" moves. Both locations are strongly recommended for all booking requests. You must also indicate the location in which the carrier will receive your shipment (Place of Carrier Receipt) and the destination of your shipment (Place of Carrier Delivery). Vessel Schedules. Vessel schedules can be supplied in 2 ways: (1) using Ocean Schedules, or (2) entering the details in the Vessel and Voyage fields. Using OceanSchedules. You can search on an origin and destination that you enter within OceanSchedules. You can also enter the Port of Load and Port of Discharge on the Booking Request form and then click OceanSchedules. The locations you provide are transferred to OceanSchedules and used as search criteria. Note that when using OceanSchedules, you will need to provide a user ID and password. To obtain a user ID and password, go to and click Register. I-ACT Booking Reference Guide, v_ Proprietary and Confidential Page 10 of 34

15 Field Definitions (Transport) M =Mandatory, O = Optional. Field M/O Type Maximum Description Move Type M Dropdown Use the dropdown to choose the move type for your booking: Port, Ramp or CY to Port, Ramp or CY Door to Port, Ramp or CY Door to Door Port, Ramp or CY to Door Add Haulage O Link Click this link to open the Haulage window in order to provide haulage details (ship from/to locations and related details). Place of Carrier Receipt M Auto-Suggest Place to which the goods are to be finally delivered under transport contract terms (operational term). This location cannot be same as the Place of Carrier Delivery. You can type 3 or more characters of the location name or the UN Place of Carrier Delivery code, and then select the location from a list that appears. M Auto-Suggest This location cannot be same as Place of Carrier Delivery. You can type 3 or more characters of the location name or the UN code, and then select the location from a list that appears. ETD O Text/Calendar Indicates the estimated date of ocean vessel departure. You can select a date using the calendar tool or you can type in the date in the DD-MMM-YYYY format. ETA O Text/Calendar Indicates the estimated date of (ocean vessel) arrival You can select a date using the calendar tool or you can type in the date in the DD-MMM-YYYY format. Port of Load O Auto-Suggest Seaport, airport, freight terminal, rail station or other place at which the goods (cargo) are loaded on to the means of transport being used for their carriage. This field cannot be same as Port of Discharge. You can type 3 or more characters of the location name or the UN code, and then select the location from a list that appears. If you select a schedule using OceanSchedules, the Port of Load is populated automatically. If you can enter the Port of Load before clicking OceanSchedules, that port of load is transferred to OceanSchedules and used as search criteria. I-ACT Booking Reference Guide, v_ Proprietary and Confidential Page 11 of 34

16 Field M/O Type Maximum Port of Discharge Description O Auto-Suggest Seaport, airport, freight terminal, rail station or other place at which the goods (cargo) are unloaded from the means of transport having been used for their carriage This field cannot be the same as the Port of Load. You can type 3 or more characters of the location name or the UN code, and then select the location from a list that appears. If you select a schedule using OceanSchedules, the Port of Discharge is populated automatically. If you can enter the Port of Discharge before clicking OceanSchedules, that port of load is transferred to OceanSchedules and used as search criteria. Vessel O Text 35 You can enter the Vessel Name. Indicates the vessel name for the main transport If you select a schedule using OceanSchedules, the Vessel is populated automatically. Voyage O Text 17 User can enter the Voyage Number. If you select a schedule using OceanSchedules, the Voyage is populated automatically. Carrier SCAC O Text 4 This field is only applicable for NVOCC bookings. Use this field to indicate to the NVOCC the ocean carrier that is to ship your goods. Field Definitions (OceanSchedules) M =Mandatory, O = Optional. Field M/O Type Maximum Description Port to Port O Radio Button By default, this radio button is selected when pop-up window is displayed. Point to Point O Radio Button Click to search for a Point to Point schedule. Origin M Text You can either type an origin or click "show ports" to select one from a pop-up window. Destination M Text You can either type an origin or click "show ports" to select one from a pop-up window. By Departure Radio Button Choose this option to search OceanSchedules by departure date. By default, this radio button is selected when pop-up window is displayed. I-ACT Booking Reference Guide, v_ Proprietary and Confidential Page 12 of 34

17 Field M/O Type Maximum Description By Arrival Radio Button Choose this option to search OceanSchedules by arrival date. Start Date M Text/Calendar Select the start date for your OceahSchedules search. You can select a date using the calendar tool or you can type in the date in the DD-MMM-YYYY format. Weeks Out M Dropdown You can search OceanSchedules for 1 to 6 weeks out from your start date. Vessel Name M Text 35 This field appears after you click the Search by Vessel tab. Allows you to search by vessel name instead of by location. Specifying Merchant Haulage For moves that begin and/or end at door locations, you must provide the Ship From and/or Ship To party information and Address details. Additionally, the following are recommended: Requested Empty Positioning Date - when the move type starts at a door location. Requested Full Pick-Up Date - when the move type starts at a door location. Requested Delivery Date - when the move type ends at a door location. Field Definitions I-ACT Booking Reference Guide, v_ Proprietary and Confidential Page 13 of 34

18 M =Mandatory, O = Optional. Field M/O Type Maximum Description Ship From Company Name M Text 35 per line (2 lines) Identification of the party from where goods will be or have been shipped. You can either type a company name or select one using My Partners tool. For moves that begin at a "door" location the Ship From Ship To Company Name M Text 35 per line (2 lines) Address M Text 35 per line (4 lines) Requested Empty Positioning Date Requested Full Pick-up Date Company Name and Address are mandatory. Identification of the party to where goods will be or have been shipped. You can either type a company name or select one using My Partners tool. For moves that end at a "door" location the Ship To Company Name and Address are mandatory. When you select a company name via the My Partners tool, the address is automatically inserted into this field. You can also type the address into the field. For moves that begin and/or end at a "door" location, the Ship From and/or Ship To Company Address fields are mandatory. O Text/Calendar Indicates when the empty containers should be delivered to the pickup point by the container supplier. You can select a date using the calendar tool or you can type in the date in the DD-MMM-YYYY format. You can enter in the time in the HHMM format. O Text/Calendar Indicates when Carrier can pick up the loaded containers. You can select a date using the calendar tool or you can type in the date in the DD-MMM-YYYY format. You can enter in the time in the HHMM format. Contact Name O Text You can type in a Contact Name. The Contact Name is required when a contact phone number is provided. Contact Phone Number Requested Delivery Date Specifying Cargo Details O Text You can type in a Contact Phone Number The Contact Phone Number is required when a Contact Name is provided. O Text/Calendar Indicates when the carrier should deliver by. You can select a date using the calendar tool or you can type in the date in the DD-MMM-YYYY format. You can enter in the time in the HHMM format. Cargo information can be provided by either: (1) Using the Harmonized System (HS) code lookup or (2) Simply typing in the cargo description field. HS Codes. It is strongly recommended that you use an HS code to specify your commodity. Every HS Code corresponds to a precise description of a commodity. When you select a code using the HS Code lookup tool, I-ACT Booking inserts the corresponding description to the Cargo Description field. You can also type in an HS code. If you type the HS code, I-ACT Booking validates it when you submit your booking request. The Gross Weight field is a recommended field; you must provide this information if possible it helps carriers with vessel planning and ensures prompt handling of your booking. I-ACT Booking Reference Guide, v_ Proprietary and Confidential Page 14 of 34

19 The Package Type field is an auto-suggest field. You must select from the list provided. The list appears after you type three or more letters of the package type. Cargo Section Definitions M =Mandatory, O = Optional. Field M/O Type Maximum Description Cargo Description M Text 1000 This should be a plain language description of the nature of the goods sufficient to identify them at the level required for banking, customs, statistical or transport purposes, avoiding unnecessary detail (Generic term). You can type a Cargo description; however it is strongly recommended that you indicate your cargo using an HS code. When you select an HS code, the cargo description Is inserted automatically into this field. You can click Enlarge to add or edit longer cargo descriptions. HS Code O Text 14 You can type an HS code or select one using the lookup tool. Must be a valid HS code and must be between 6 and 14 digits. User can type in HS Code or select it from the lookup. HS Lookup Icon Click the icon to select the HS code from a popup window. When you select and HS Code, the description is inserted into the Cargo Description field. Gross Weight O Text 18 (18 digits OR 17 digits You can type in a gross weight. Up to 3 decimal places are allowed. Zero and negative values are not allowed. and 1 decimal point) Weight UOM (label O Dropdown Select the unit of measure: KGS or LBS (kilograms or pounds). not displayed) Gross Volume O Text 18 (18 digits OR 17 digits and 1 decimal point) Volume UOM (label not displayed) Add Cargo/Remove Cargo Package Type O Autosuggest You can type in a Gross Volume. Up to 4 decimal places are allowed. Zero and negative values are not allowed. O Dropdown Select the unit of measure: CBM or CFT (cubic meters or cubic feet). O Button You can click the + or - buttons to add or delete Cargo sections. Type the package type. You can type 3 or more letters of the package type and then select it from a list that appears. Required if a count is provided I-ACT Booking Reference Guide, v_ Proprietary and Confidential Page 15 of 34

20 Field M/O Type Maximum Description Count O Text Number of individual parts of a shipment either unpacked, or packed in such a way that they cannot be divided without first undoing the packing. Type the number of packages. Required when a Package Type is provided. Add Hazmat O Link Click to add hazardous materials details via a pop-up window. Specifying Container Details You must specify at least one container type and quantity. You can also include comments, and indicate if you are using shipper-owned containers. Maximum Number of Container Type/Counts. You can add up to 99 container line items. Unsupported Container Type Codes. Some container type codes available in I-ACT Booking may not be supported by the named carrier in the booking. If this is the case, the carrier will confirm your booking using a different container type. Adding Longer Container Comments. Click the Enlarge link to enter container comments up to 1000 characters. Field Definitions Field M/O Type Maximum Description Container Quantity M Text Number of containers of a certain type. Type the number of containers. Zero and negative numbers are not allowed. The default value is 1. Container Type M Dropdown Equipment item as defined by ISO for transport. Use the dropdown to select container types. You can use the auto-suggest lookup to select the container type. For example, to enter a 20 foot Reefer, you can type "20" or "reefer" and then select 20 Reefer from the list that appears. Shipper Owned O Check Box If you check the Shipper Owned checkbox you are implying that the shipper will provide the container. If left unchecked, it is implied that the carrier will provide the container. Add Container/Remove Container Button You can click the + or - buttons to add or delete container sections. I-ACT Booking Reference Guide, v_ Proprietary and Confidential Page 16 of 34

21 Field M/O Type Maximum Description Add Reefer O Link When you select a container type that is a Reefer or Hybrid type, the Add Reefer link appears. Click the link to add temperature control specifications. Add Out of Gauge O Link When you select a container type that is an 'Out of Gauge type, the Add Out of Gauge appears. Click the link to add Out of Gauge specifications. Container Comments O Text Area 1000 You can type container comments. You can click Enlarge to add or edit longer container comments. Allocating Cargo for a Booking You can optionally allocate cargo(es) into one or more containers. If you allocate cargo, every cargo for your booking must be allocated into the containers. You must provide the cargo gross weight and package count for each cargo allocation. How to allocate cargo. To allocate cargo(es) into one or more containers, click the I want to allocate my cargo checkbox and then click Allocate Cargo. On the Allocate Cargo pop-up window, enter the allocation details for each of your containers. Maximum containers allowed. You can allocate cargo for 10 containers or less. Do you have container numbers? You can assign actual container numbers or you can assign "logical" numbers (such as "1, 2, 3") to your containers. Use this setting to indicate whether or not you are sending actual container numbers. To send actual container numbers. Click Yes and then enter the actual container numbers in the fields provided. To send logical container numbers. Click No and then either accept the default logical numbers (1, 2, 3 ) or enter your own series of logical numbers in the fields provided. Copy this Container Allocation. This feature is useful when your cargo is allocated equally across all containers. After you enter the allocation for the first container, click to copy that allocation to all of your containers. Amending Allocations. If you are amending a booking for which you had previously allocated containers, you may notice that your allocation details are not present on the Carrier confirmed booking (this varies by carrier). When this occurs, you will need to reallocate your cargo. I-ACT Booking Reference Guide, v_ Proprietary and Confidential Page 17 of 34

22 Field Definitions M =Mandatory, O = Optional. Field M/O Type Maxi mum Cargo Details panel Copy this Container Allocation Do you have container numbers? Radio button Description This area lists the cargo details you have provided in the Cargo section of the booking form. The loaded column indicates the allocation status for each cargo. A green checkmark (image) indicates you have already allocated the cargo. A red X (image) indicates that you have not yet allocated all of that cargo. If you want to copy the first container s allocation to all of your containers, click Copy this Container Allocation. This is useful when you are allocating equal amounts of the same cargo to all of your containers. Note that this will overwrite any information you may have previously entered for your containers. Click "Yes" to indicate you are sending actual container numbers. Click "No" to indicate you are sending sequential numbers or logical numbers (that is, not the actual numbers). Note that this setting does not change the contents of the Container Number fields it only identifies them as either actual or logical numbers I-ACT Booking Reference Guide, v_ Proprietary and Confidential Page 18 of 34

23 Field M/O Type Maxi Description mum Container Number M Text 11 By default, I-ACT Booking automatically assigns sequential numbers to your containers. You can replace these numbers with the actual container numbers, when applicable. You can also replace these with a different sequential series or any set of logical (i.e., not actual) numbers. Note: If you are sending actual container numbers, make sure to choose "Yes" for the Do you have container numbers? radio button. If you are sending logical numbers, click "No". Cargo Description M Dropdown 1000 Package Type M Display only NA Displays the package type provided in the Cargo section of the booking form. Package Count M Text 8 Enter the number of packages to be assigned to each container. Weight M Number 18 Enter the weight of the packages to be assigned to each container. Weight UOM (label not displayed) Dropdown NA Displays the unit of measure selected in the Cargo section of the booking form. Either KG or LBS (kilograms or pounds). Volume O Number 18 Enter the volume of the packages to be assigned to each Volume UOM (label not displayed) Add/Remove buttons Adding Charges to a Booking container. Dropdown NA Displays the unit of measure selected in the Cargo section of the booking form. Either CBM or CFT (cubic meters or cubic feet). You can click the + or - buttons to add or delete container sections. You may provide advisory information about charges in a booking request or amendment. These advisory details are provided under the party responsible for settlement and will contain payment arrangements and may also include payment location. Available charge types: Additional Charges Basic Freight Destination Haulage Charges Destination Port Charges Origin Port Charges Origin Haulage Charges I-ACT Booking Reference Guide, v_ Proprietary and Confidential Page 19 of 34

24 Field Definitions M =Mandatory, O = Optional. Field M/O Type Maximum Description Charge Type Dropdown O Use the dropdown to select a charge type. Freight Term Dropdown O Use the dropdown to select a Freight Term. Payer Dropdown O Use the dropdown to select which party to the booking will be the payer. Payment Location Text field with AJAX O Provide the payment location. You can type 3 or more letters of the location name or the UN Add Charge/Remove Charge Configuring Notification code, and then select the location from a list that appears. Button O You can click the + or - buttons to add or delete charges. INTTRA can send booking notifications to you and your partners that are registered with INTTRA. Two ways to configure notification. You can (1) Subscribe to notifications, and you can (2) Use the Notify Me checkbox and the Partner Notification fields on the Booking Request page. Subscribing to Notifications. You can contact INTTRA Customer Service to set up a subscription to have s sent to you and the partners you specify for all of your booking events. You can set up separate subscriptions for the following: Booking submitted successfully Errors on booking submission Booking requested, amended, or cancelled Carrier actions on a booking (confirm, pending, decline, replace) Carrier not timely responded (Carriers only) When the booking is confirmed via Rapid Reservation numbers To configure the types of s that you want to receive for your bookings, contact INTTRA Customer Service ( Notify Me. To receive s for booking status updates for a specific booking, make sure the Notify Me checkbox in the Comments and Notifications section is selected (it is selected by default). If you do not want to receive s on status updates for the booking, deselect this checkbox. Note that this does not override any subscriptions you may have set up with INTTRA Customer Service. I-ACT Booking Reference Guide, v_ Proprietary and Confidential Page 20 of 34

25 Partner Notifications. If you d like other parties to receive an copy of the booking request and status updates for the booking, you may provide their addresses in the Partner Notification field. You can enter up to six addresses. Please separate each address with a comma. Field Definitions M =Mandatory, O = Optional. Field M/O Type Maximum Notify Me O Check Box Partner O Text Notification Area Description Click this checkbox to receive notifications on status changes for a booking request. A maximum of 6 addresses can be entered separated by commas. If at least any one of the addresses is invalid, display error message. User can enter address in this Partner Notification field. Adding Additional Information to a Booking Request Indicating a Booking Office (aka Cross Booking) If you are shipping out of a particular location and the carrier handling the booking is located elsewhere, you can designate the carrier s location that will handle the booking using the Booking Office field. This type of booking is known as a "cross booking." Note that there are commercial and operational considerations for the carrier to accept cross bookings. Please check with the carrier if you wish to send cross bookings. When the booking is not a cross booking, the Booking Office is typically the same as the Port of Load. Note: It is strongly recommended that you include a booking office with all booking requests. I-ACT Booking Reference Guide, v_ Proprietary and Confidential Page 21 of 34

26 Field M/O Type Maximum Booking Office O Autolookup Description This is the carrier s location that will handle the booking. You can type 3 or more characters of the location name or the UN code, and then select the location from a list that appears. Requesting a Distinct Release Number from Carriers for Each Container You can request carriers to issue a unique release number for each requested container, preferably under a single booking number. Please note that this feature can only be used during booking requests (not amendments) and only applies when multiple containers are requested. To do so, click the Distinct Release Number checkbox in the General section of the Booking-Request page. Field M/O Type Maximum Distinct Release M Check Number Per Box Container Description Click this checkbox to request the carrier to issue a unique release number for each requested container, preferably under a single booking number. Please note that this feature can only be used during Booking Requests (not amendments) and only applies when multiple containers are requested. Customer AMS Filing Some carriers require filing of the cargo manifest with customs (Automated Manifest System, or AMS) for all their bookings. If you submit bookings to a carrier that has this requirement and do not include a filer ID/SCAC code, your booking can be rejected. I-ACT Booking Reference Guide, v_ Proprietary and Confidential Page 22 of 34

27 You should click the Carrier does NOT file checkbox and provide a filer ID/SCAC code only when you know for sure that the carrier will not file the manifest. If you do not select Carrier does NOT file, you are not implying that either you or the Carrier will file the cargo manifest with customs. Field M/O Type Maximum Carrier does O Check NOT File Box Filer ID/SCAC M Check Box Description Some carriers require filing of the cargo manifest with customs (Automated Manifest System, or AMS) for all their bookings. If you submit bookings to a carrier that has this requirement and do not include a filer ID/SCAC code, your booking can be rejected. You should click the Carrier does NOT file checkbox and provide a filer ID/SCAC code only when you know for sure that the Carrier will not file the manifest. If you do not select Carrier does NOT file, you are not implying that either you or the Carrier will file the cargo manifest with customs. If you select the Carrier does NOT file checkbox, the Filer ID/SCAC field becomes mandatory. Indicates the SCAC code of the filer. Provide this if you will file the manifest. Adding Customer Comments You can use the Customer Comments field to add any details for your booking request that cannot be placed in the fields provided on the booking form. As a best practice, you should avoid using this field to provide information for which fields are provided. Enlarge. For lengthy comments, click the Enlarge button. This opens a text box in a pop-up window, giving you more space to type your comments. Field Definition I-ACT Booking Reference Guide, v_ Proprietary and Confidential Page 23 of 34

28 M =Mandatory, O = Optional. Data Element M/O Field Type Customer O Text Comments Area Maximum Details 1000 You can use the Customer Comments field to add any details for your booking request that cannot be placed in the fields provided on the booking form. As a best practice, you should avoid using this field to provide information for which fields are provided. Sending Temperature-Controlled Cargo To create a booking for temperature controlled cargo, you must add reefer settings to your booking request. How to enter temperature control settings. When you select a reefer or hybrid container type, click the Add Reefer link that appears. This opens the Reefer pop-up window. See the table below for additional details. Only one temperature setting allowed per booking. When temperature-controlled containers are used, the booking request must contain a SINGLE temperature setting. Sending more than one temperature in a booking request will result in processing failure. Non-Active Reefer. If your booking calls for a reefer style container without any temperature controls, click the Non-Active Reefer setting. Field Definitions M =Mandatory, O = Optional. Field M/O Type Maximum Non-Active O Radio Reefer Button Temperature O Radio Button Description If you are using a reefer container without temperature controls, select "Non-Active Reefer". This causes the temperature section to collapse and disables the Temperature fields. Select this checkbox if you are specifying temperature controls for a reefer container. The Temperature Radio Button is selected by default. I-ACT Booking Reference Guide, v_ Proprietary and Confidential Page 24 of 34

29 Field M/O Type Maximum Description Temperature M Text Type the temperature setting for your booking. Temperature allows digits up to 1 decimal place. Temperature can be a negative value. This field is enabled only when Temperature radio button is selected. This temperature setting applies to all reefer containers in the booking. Temperature (UOM - Label is not displayed) M Dropdown Select the temperature unit of measure: C or F (Centigrade or Fahrenheit). This field is enabled only when Temperature radio button is selected. The default choice is C. Air Flow O Text 18 (18 digits OR 17 digits and 1 decimal point) Air Flow (UOM - Description label not displayed) Type the air flow setting. Zero and negative values are not allowed. Allows digits up to 2 decimal places. O Dropdown Select the temperature unit of measure: CBM/hr or CFT/hr (cubic meters or cubic feet per hour). The default value is CBM/hr. Humidity O Text 18 (18 digits OR 17 digits and 1 decimal point) Type the humidity setting. Zero and negative values are not allowed. Allows digits up to 2 decimal places. Vent Settings O Dropdown Select a vent setting from the dropdown. Humidification Requested GenSet Requested Controlled Atmosphere Requested O Check Box Use this to indicate that you want humidification. This field is automatically selected if you type a value in the Humidity field. The field is automatically de-selected if you remove the value from the Humidity field. O Check Box Use this to indicate that you need a GenSet to be provided for this container. O Check Box Use this to indicate that you want a controlled atmosphere for this container. When you click this checkbox, the following fields appear: Oxygen level Nitrogen level Carbon Dioxide level Oxygen Level O Text Type the oxygen level setting (as a percentage). Zero and negative values are not allowed. Allows digits up to 2 decimal places. Nitrogen Level O Text Type the nitrogen level setting (as a percentage). Zero and negative values are not allowed. Allows digits up to 2 decimal places. Carbon Dioxide Level Temperature Control Instructions O Text Type the carbon dioxide level setting (as a percentage). Zero and negative values are not allowed. Allows digits up to 2 decimal places. O Text Area You can add additional temperature control instructions here. These are general instructions related to handling of the shipment of refrigerated cargo. Details will be applied to individual containers in the shipping instructions. I-ACT Booking Reference Guide, v_ Proprietary and Confidential Page 25 of 34

30 Creating a Hazardous Cargo Booking To create a booking for hazardous cargo, you must add the hazardous cargo settings to your booking request. How to enter hardardous cargo details. Click on the Add Hazmat icon to open the Hazmat pop-up window, which allows you to enter your hazardous cargo setting. See the table below for additional details. IMO Classes. You can specify up to three IMO classes per cargo. At least one is required. Field Definitions M =Mandatory, O = Optional. Field M/O Type Maximum Description IMO Class 1 M Dropdown Regulations regarding the transportation of dangerous goods on ocean-going vessels issued by the International Maritime Organization. Use the dropdown to select an IMO Class. Add More IMO Classes O Check Box Click this checkbox to add two additional IMO classes to the form. After you click, dropdowns appear for IMO Class 2 and IMO Class 3. UNDG Number M Text Unique serial number assigned within the United Nations to substances and articles contained in a list of the dangerous goods most commonly carried. Type in the UNDG number. I-ACT Booking Reference Guide, v_ Proprietary and Confidential Page 26 of 34

31 Field M/O Type Maximum Description Flash Point O Text Temperature at which a vapor can be ignited as per ISO 1523/73. Type in the Flash Point. Digits up to 1 decimal place are allowed. A negative value is allowed. Temperature (UOM - Label is not displayed) O Dropdown Use this dropdown to select the unit of measure for the Flash Point. The default value is "C". Proper Shipping Name M Text Type in the proper shipping name. This is the technical name of hazardous cargo.. Packing Group O Dropdown Identification of a packing group by code. Great danger: Packaging meeting criteria to pack hazardous materials with great danger. Group I according to IATA/IMDG/ADR/RID regulations. Medium danger: Packaging meeting criteria to pack hazardous materials with medium danger. Group II according to IATA/IDMG/ADR/RID regulations. Minor danger: Packaging meeting criteria to pack hazardous materials with minor danger. Group III according to IATA/IDMG/ADR/RID regulations. Use the dropdown to select the packing group. Aggregation State O Dropdown Use the dropdown to select the aggregation state: Gas, Liquid, or Solid. EMS Number O Text Type in the EMS number. Transport of Dangerous O Check Box Click the checkbox to indicate the transport of goods in limited quantities. Goods in Limited Quantities Marine Pollutant Status O Dropdown Use the dropdown to select the Marine Pollutant Status: Severe Marine Pollutant, Marine Pollutant, or Marine Non Pollutant. General Hazmat O Text Area You can send comments to the carrier using this field. Comments Emergency Contact Name Emergency Contact Number O Text You can type in an Emergency Contact Name. This is the name of party to be contacted to intervene in case of emergency. O Text You can type in an Emergency Contact Number. This field is only enabled after you type in an Emergency Contact Name. Creating an Out of Gauge Cargo Booking Out-of-gauge cargo can be specified upon selection of an open-top container type. The excess measurements must be added to your booking request. How to enter out-of-gauge details. After you select any open-top container type, you can click the Add Out of Gauge link to open the Out of Gauge pop-up window. See the table below for additional details. I-ACT Booking Reference Guide, v_ Proprietary and Confidential Page 27 of 34

32 Field Definitions M =Mandatory, O = Optional. Field M/O Type Maximum Description Text O Type in the length measurement for your out-of-gauge cargo. UOM (label not Dropdown O Use the dropdown to select the unit of measure for the you have entered. displayed) Width Text O Type in the width measurement for your out-of-gauge cargo. Width UOM (label not displayed) Dropdown O Use the dropdown to select the unit of measure for the Width you have entered. Height Text O Type in the height measurement for your out-of-gauge cargo. Height UOM (label not displayed) Dropdown O Use the dropdown to select the unit of measure for the Height you have entered. Creating a Booking with an NVOCC Carrier When you select an NVOCC carrier, you can use OceanSchedules to select the NVOCC carrier. You can enter the carrier s SCAC code in the Carrier SCAC field in the Transport section. Indicating an LCL shipment. When you select the LCL checkbox, you cannot add container details to your booking request. The LCL checkbox is hidden by default, it appears when you select a carrier who authorizes receipt of LCL shipments. In addition, the Gross Weight and Gross Volume fields in the Cargo section must be entered for LCL shipments. If your cargo needs temperature controls, you can use the Add Reefer link to add the reefer specifications. Carrier SCAC is optional. When provided, I-ACT Booking does not validate that your input is a valid SCAC code. Obtaining Carrier Responses to Your Bookings After you submit a booking request, you can obtain carrier responses in the following ways: I-ACT Booking Reference Guide, v_ Proprietary and Confidential Page 28 of 34