Overview of Transferring Data from Break Bulk to CHB
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1 Previous File Overview of Transferring Data from Break Bulk to CHB Overview To transfer the Break Bulk file details to the CHB system, you may select and process the BB consolidation data from either within the Break Bulk System or within the Customhouse Brokerage System. Note: The transfer of data goes in one direction (e.g., from Break Bulk to CHB). No information can be transferred back from CHB to BB. We have included procedures for transferring from within the BB/AMS system or from within the CHB system: Transferring Data from Break Bulk to CHB (from within BB/AMS) Transferring Data from Break Bulk to CHB (from within CHB). CP-1
2 Previous File Transferring Data from Break Bulk to CHB Transferring Data from Break Bulk to CHB Overview To transfer the Break Bulk file details to the CHB system, you must select the file in Break Bulk and set it up to transfer data to the CHB system. Note: The transfer of data goes in one direction (e.g., from Break Bulk to CHB). No information can be transferred back from CHB to BB. Procedures The following table describes the steps involved in transferring data from Break Bulk to CHB. CP-2
3 1 Click on the BB 7501 button from the main menu. The BB 7501 option is available from both the main shipment menu in Break Bulk as well as the main menu in CHB. [See From CHB section for explanation of how to select BB shipments from CHB.] TheConsolidated Shipment screen displays. 2 Enter the Consolidated Shipment number to display the shipment. 3 Click the To CBH >> button at the bottom of the screen. The shipment data will display on the screen. The Transfer Break Bulk Houses to CHB screen will display. Transfer to Break Bulk Houses to CHB screen: 4 Select the New Entry in the List of Entries column. When you select the New Entry item, the List of Houses and Direct Masters displays in the box on the right side of the screen. 5 Highlight the house item to be moved. 6 Click on the arrow at the center of the screen. The New Entry Info screen displays when you click on the arrow. CP-3
4 New Entry Info screen: Default Information The Branch, Department Broker, Entry Type, MOT, and Reference No. will default to the screen. These fields may be overridden, if necessary. Note: Press Auto button to assign the next reference number and/or entry number to this record. 7 Enter the Importer of Record and the Consignee. Press F4 in the field to do a look-up to the Importer and/or Consignee files, If necessary. 8 Click OK to make the transfer of data. When you click OK, the transfer of data will take place and the program will return to the Transfer Break Bulk Houses to CHB screen and will show the house file that has been transferred. To end the program without making a transfer, click on Cancel. CP-4
5 Transfer Break Bulk Houses to CHB: 9 Click on the Close button when you are done. The program will return to the main menu. Next File CP-5
6 Previous File Transferring Data from Break Bulk to CHB (From Within CHB) 1 To transfer the Break Bulk file details to the CHB system from within the CHB System, begin by selecting the BB 7501 button from the toolbar at the top of the screen. The Select Shipment screen will display. CP-6
7 Select Shipment Screen: 2 Click on the Filter icon. The Shipment Filter screen displays and allow you to search for the correct consolidation. Shipment Filter Screen: 3 Fill out the Shipment Filter screen to find the consolidation file you would like. The Select Shipment screen will re-display showing the files that meet the parameters indicated on the Shipment Filter screen. CP-7
8 Select Shipment Screen: Screen information The icons at the top of the screen allow you to do the following: Icon Button name Description Consolidation # button. Master # button. House # button. Sub-House # button. Filter button. Remove Filter button. List button. Details button. Sorts the displayed information by consolidation number. Sorts the displayed information by Master number. Sorts the displayed information by House number. Sorts the displayed information by Sub-House number. Returns to the Shipment Filter screen to allow you to select again. Removes the Shipment Filter and lets you view all Break Bulk files. Use this button to view file numbers only. Use this button to see the additional shipment information. CP-8
9 4 Highlight the desired consolidation and click the OK button. The Transfer Break Bulk Houses to CBH screen will display. Transfer Break Bulk Houses to CHB Screen: 5 Select the New Entry in the List of Entries column. When you select the New Entry item, the List of Houses and Direct Masters displays in the box on the right side of the screen. 6 Highlight the house item to be moved. 7 Click on the arrow at the center of the screen. The New Entry Info screen displays when you click on the arrow. CP-9
10 New Entry Info screen: Default Information The Branch, Department Broker, Entry Type, MOT, and Reference No. will default to the screen. These fields may be overridden, if necessary. Note: Press Auto button to assign the next reference number and/or entry number to this record. 8 Enter the Importer of Record and the Consignee. Press F4 in the field to do a look-up to the Importer and/or Consignee files, If necessary. 9 Click OK to make the transfer of data. When you click OK, the transfer of data will take place and the program will return to the Transfer Break Bulk Houses to CHB screen and will show the house file that has been transferred. To end the program without making a transfer, click on Cancel. CP-10
11 Transfer Break Bulk Houses to CHB: 10 Click on the Close button when you are done. The program will return to the main menu. Next File CP-11
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