OPC BUSINESS PORTAL INSTRUCTIVE CREATION OF PRE-ADVISED. Instructivo Elaboración de Preavisos. Export Pre-advised

Transcription

1 Instructivo Elaboración de Preavisos Versión 1 Revisión 25/06/2016 Elaborado por: Revisado por Aprobado por Referencia Supervisor Servicio al Cliente Gerente Servicio al Cliente Gerente Se nior Comercial CUS - I INSTRUCTIVE CREATION OF PRE-ADVISED OPC BUSINESS PORTAL Export Pre-advised Notification of Export Units Operadora Portuaria Centroamericana an ICTSI Group Company Información exclusiva para guía del cliente. Derechos Reservados OPC n 0 P á g i n a

2 CONTENT CONTENT INTRODUCTION HOW TO ACCESS? WORKING WITH THE APPLICATION... Error! Marcador no definido.0 4. OPERATIONS OF EXPORT PRE-ADVISED PROBLEM SOLUTION... Error! Marcador no definido.9 6. ANNEXS INTRODUCTION The present manual objective is to introduce our customers in the use of application for pre-advised of Export units through OPC Operative System of the Terminal (Navis); the application is at disposition of our customers in our Business Portal located in the official web page with restricted access and security methods. The finality of this manual in to provide a quick guide to customers as part of the tool that allow to create the pre-advised of export containers. 1 P á g i n a

3 2. HOW TO ACCESS? For security reasons, the access to the application was divide in two parts: one is the connection to the network through a VPN and the other the application Navis. Below is describe the necessary steps to access the application I. RECOMMENDED INFRASTRUCTURE 1. Internet link with dedicated bandwidth (1:1) greater than 2Mbps 2. Microsoft Windows 7 or superior. 3. Microsoft Internet Explorer (Only supported) 4. Java Standard Version 7 (Security Medium Level) 5. If used any firewall, allow connection http in port 80 to and connection https (SSL) in port 443 to 6. Computer with the following specifications: i. Intel Processor core i5 or superior ii. 4GB of memory RAM 2 P á g i n a

4 iii. 250GB of space in hardware iv. Network card 100/1000Mbps v. Video card that support resolution 1024x768 II. STEPS TO ACCESS PORTAL 1. From the navigator Internet Explorer, access to and in the right side, select the option Business Portal. 2. On the home screen enter user and password provided 3 P á g i n a

5 3. When entering the first time is necessary to install the plugin of fortinet, using the link that appears in the home screen of the portal (if the plugin is already installed move to step 13 ) Click and run the application 5. When the following screen appear, click on Run as Administrator 4 P á g i n a

6 6. Then will appear a window for confirmation from Windows, click Yes : 7. To continue with the installation click Install : 5 P á g i n a

7 8. Wait while the installation is complete 9. When the installation finish click Close 10. Restart internet explorer 11. Access again the Business Portal following the steps 1 to Before running the application click in connect: 6 P á g i n a

8 13. Verify that the status of the connection is UP : 14. Then click in Navis link to open the application: 15. The application will delay a few minutes in charging the first time. 7 P á g i n a

9 16. Once the application has load will appear a Java notice to run, click I accept the risk and then click in Run. 17. The Navis application will load and will request your credentials to start session in Navis: 8 P á g i n a

10 III. CONSIDERATIONS 1. Is mandatory to perform all the steps included in this manual to ensure the good operation of the application. 2. If the session is unattended for more than 5 minutes will automatically disconnect. 3. If the user and password entered incorrectly more than 3 times, the account will be block for failed attempts and will have to contact OPC to reactive it. 4. Must close the session once finishing working in the application to avoid problems with your account, this is done by clicking the logoff button in the right section of the portal. Once performed all the previous steps will appear a window as follows, where Username and Password are request. When accessing the system the first time, for security reasons, the same application will force you to change the password, showing the following screen to do it: 9 P á g i n a

11 3. WORKING WITH THE APPLICATION Below shown a general screen of work with Navis, the options and tools of common use: Main Menu: Presents the options available for the user, each will have their options depending in the level of access granted. Quick Search: This option is very important since it allows us to filter the information presented in the Data Grid. 10 P á g i n a

12 Action Buttons This buttons will be available depending in the option located, from here we can export records, view the detail of a particular record, view options, among others. Toolbar This toolbar allows us to perform tasks like add and delete a record, refresh the information in the Data Grid and other options, depending on the screen located and the type of access granted. Data Grid: This section of the screen presents all the records available depending on the option were we are located. The header of the Grid show the names of each column, doing right click over the same, will allow us to perform tasks of arrangement and visualization of the selected column. 11 P á g i n a

13 4. OPERATIONS OF EXPORT PRE-ADVISED This section is available to our customers with the purpose of allowing them to perform the preadvised of their containers for exportation, in this way we pretend to give more agility to this process, adding the comfort of making it in the office through Internet. Bellow described the process step by step for pre-advised of export containers: Steps to Pre-advised: Steps for the creation of export pre-advised: 1. After accessing the system move to main menu, select the option Gate, then click Main and select the option MAIN: Pre-advised EXPRT. 2. Will be displayed the following screen: 12 P á g i n a

14 3. Click on Select and choose the option Receive Export. 4. Will displayed the window where the information must be enter for the elaboration of the preadvised. The sections in green are require mandatory. 13 P á g i n a

15 5. Below is detailed the information to enter in each section: SECTION Equipment Number Equipment Type Freight Kind Gross Weight (kg) Cert. Solas (Y/N) Exporter/ Importer Fact. Cargos SOLAS a Line Operator Booking Number Seal Number 1, 2, 3, 4 Unit Notes Vessel Visit Port of Load Port of Discharge Second Port of Discharge Origin Destination Button Add Hazard Button Add Reefer Button Add OGG DESCRIPTION Container number Type of Container according to ISO Type 1. FCL: Full Container 2. LCL: Consolidated Container 3. Empty: Empty Container 4. B-Bulk: Break Bulk. (Not use) Container weight in Kg (container tare + cargo) Yes has external certificate select Y in case do Not have a certificate select N. For empty will always be N Name of the Customer that export the cargo In name of whom the invoice will be issue, for the charges that apply for weighting service. For empty select the option NINGUNO-- Line Operator Booking Number Seal Number Description of the cargo Vessel Visit Port of Load Port of Discharge Second Port of Discharge Port of Origin Destination Will add data of containers with hazardous cargo Will add data of temperature, ventilation, humidity of containers of reefer cargo. Will add data of oversize of the equipment Once entered all the information, click [Save] button, this will add a new line the Unit Grid, updating the status of a container from T-State to Inbound. 14 P á g i n a

16 Subsequent steps to verify information Verify the pre-advised container: To verify that a pre-advised was create correctly could do it entering the Unit option in the menu, this option will show all the containers that belong to your line operator. To view the container recently pre-advised must filter the list for all the containers that in the column T-State have Inbound and Category is equal to Export a V-State is equal to Active, see following example: 1. When entering the Unit option will appear a screen with all the containers of your line operator, see following screen: 2. Filter all the units by the section T-State that have the Inbound value, see the following example: 15 P á g i n a

17 In this section enter the value to search or filter Here select the column that will be use to search. 3. After and located in the section press [Enter], that will filter the entire list in the Grid showing all the containers where the section T-State is Inbound. Could do same filter for the Advised, see the following screen: Here you can view all the containers pre-advised. If you wish to know the state of a particular container, enter the container number and select Unit Nbr press Enter, see following example: Print Pre-Advised pass: To print the pass that will be present when entering the terminal must go to the menu Reports and select the option Report Definitions will appear a window like the following: 16 P á g i n a

18 Then must select the report PREADVISE, click in the button [Actions] and select the option Run Report this will open a window like the following: Here enter the container number in Unit Nbr (*) section, also can select the type of exit, for omission will be PDF format and the press [OK]. Export of information: You can export in any moment the information presented in the navigation window, following these steps: 1. Select the record that wish to export 2. Press [Display] button 3. Then you can choose one of the two options available Export to CSV and Export to Excel 4. Once doing this, the application will ask if you wish to export all the records or only the record selected. 5. To finish, the application will download the document in the format selected in the computer. 17 P á g i n a

19 This will generate the pass similar to the following: CAPTION: If the exporter or his representative do not present the original certificate meeting SOLAS requirements authorize by Marina Mercante in Customer Service office before the physical entrance of the container to the Port Terminal, OPC will proceed without the right to claim, to certify the weight according to VGM issued by the scale located inside the Port Terminal and will apply to the Customer automatically in the invoice the charge for scale service- weighting detailed in our tariffs. This image will appear if the customer indicates that has a SOLAS certificate during the pre-advised Otherwise will weigh with OPC and accepts the charges for weighting. 18 P á g i n a

20 5. PROBLEM SOLUTION For problem solution, incidents or queries in general related with the application Business Portal, OPC has decided to put at disposition of customers a telephone line (Call Center) to attend any type of queries. Customers must call to the Call Center to solve problems as the followings: 1. Cancellation of pre-advised, this situation could only be attend through call center. 2. Problems of users. 3. Problems in the pre-advised of containers. 4. Problems of access. 5. Modification of information of the container. Next, we have identify some potential problems that must occurred in the pre-advised of containers: Common problems Problem A. The Vessel Visit is not entered in the system, without the number of visit the container cannot be pre-advised. Posible causas: a. Operations in OPC does not have the Vessel Visit entered in the system b. Shipping Company has not pass this information to Operations OPC Problem solution: a. OPC will be sending an automatic report to each Shipping Company with the information of the Vessel Visits generated during the day, this report will be send twice a day one at 11 AM and the other at 11 PM, next we present an example of the same. 19 P á g i n a

21 b. If Operations has not entered the visit to the system, the Customer will contact the Call Center; they will notify Operations whom will update the information. 20 P á g i n a

22 6. ANNEXS REFERENCE TABLE FOR ISO TYPE 21 P á g i n a

23 GENERAL DIAGRAM TO REQUEST SUPPORT TO CALL CENTER To communicate with Call Center call the following number: Number: (504) servicios - enlinea@opc.hn 22 P á g i n a