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Quantum ViewSM ManageUser Guide

© Copyright 2006 United Parcel Service of America, Inc. All rights reserved.

November 2006

Quantum ViewSM Manage User Guide

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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 . . . . . . . . . . . . . . . . . . . . . . .28Online Document Images —

Importer Account Images . . . . . . . . . . . . . . . . .30Request CD-ROM . . . . . . . . . . . . . . . . . . . . . . .31Upload Product Catalogue . . . . . . . . . . . . . . . . .32Contact Customs Brokerage . . . . . . . . . . . . . . .34Fax UPS Customs Brokerage . . . . . . . . . . . . . . .35Enhanced Inbound View and

Alternate Billing View FunctionalityJust for Importers . . . . . . . . . . . . . . . . . . . . . .36

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

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

Table of Contents


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OverviewIntroductionQuantum ViewSM is a portfolio of services designedto provide increased visibility into the movementof 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.

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

Quantum View Manage is available in the followingcountries: Australia, Austria, Belgium, Brazil,Canada, China, Denmark, Finland, France, Germany,Hong Kong, India, Ireland, Italy, Japan, Malaysia,Mexico, Netherlands, Norway, Philippines, Poland,Portugal, Puerto Rico, Singapore, South Korea,Spain, Sweden, Switzerland, Taiwan, Thailand,United Kingdom and the United States.

Important:

All information containedwithin 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 ofthe company (or its subsidiaries).

Quantum View Data:Quantum View Data is ideal for businesses that want tointegrate visibility information into internal softwareapplications and databases. Information about your inboundand outbound shipments is updated hourly. Files are availablein popular data formats such as CSV, flat file or XML for easyimporting.

Quantum View Data is available in the following countries:Belgium, Canada, France, Germany, Ireland, Italy, Netherlands,Spain, Sweden, United Kingdom and the United States.

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

The Quantum View Manage User Guide is a convenientstep-by-step reference that will help you manage yourbusiness 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 programme. They will be thepoint of contact for the UPS Account Executivefor setting up and maintaining your account.

The Company Administrators will have visibilityon all UPS account numbers or locations that wereprovided to your Account Executive at the timeyou enrolled. Quantum View users will have accessto only the account numbers or locations assignedto them by the Company Administrator. To addany additional UPS account numbers or locationsfor 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 tothe 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 tothe UPS Terms and Conditions forQuantum View and for My UPS.

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

You will be prompted to changeyour temporary password on yourfirst log-in.

Remember: User IDs and pass-words are case sensitive. Multiplefailed attempts to log in will causeyour ID to be locked out for aperiod of 20 minutes.

Each additional user that the Company Administrator addswill also receive two e-mails automatically from the QuantumView Manage administration system. See the Quantum ViewManage and Data Administrators’ Guide for additionalinformation.

If you forget your password, click Forgot User ID or Passwordon the log-in page for Quantum View. You will be sent atemporary 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 informationin a specific format each time you log on. You can chooseany 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, Alternate Billing andImports. You can view up to 45 days. Unless you change yourpreferences, the system will default to seven days.

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

Overview


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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 provides hyperlinks for CustomViews and Alerts (more information on thisfunctionality in the following pages). Note that theImports View provides hyperlinks for Custom Views,Import Resources and Alerts.

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 availableat 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 QuantumView Manage to your Internet browser’s Favorites(Internet Explorer) or Bookmarks (NetscapeNavigator) list in order to quickly navigate andfind the Quantum View Manage log-in 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 shipments basedupon user preferences

• Days Available for Viewing — Number of daysthat historical shipment data is available

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

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

• Summary View — Total number of your packages inthe system by Account Number for the displayeddate range.

Hint:

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

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 thefinal 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 andby 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 abilityto Filter (drill down to) information on specific packagesby 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 instructionson 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



Note:

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


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

• Location ID

• Package Status



• Date Delivered

• UPS Service


For specific instructions on Filtering, go to page 12.

Views


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Alternate BillingAlternate 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 UPSwithin the past 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 inthe 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

• View Images (if Imports Privileges have beenassigned)



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

• UPS Account Number

• Package Status


• Manifest Date


• Date Delivered

• UPS Service

• Shipment Charge Type


For specific instructions on Filtering, go to page 12.

Views

Note:



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ImportsImports provides access to 365 days of brokerageinformation, including shipment, invoice andcommodity detail. This information is available for amaximum of 45 days at a time. Please note that thisview is different as it displays information at theshipment level instead of the package level.

You can view import shipments from additionalsupported countries that you have privileges for byusing the import country drop-down list.

The Import Shipments Summary displays the totalnumber of shipments by UPS Importer AccountNumber and 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 abilityto Filter (drill down to) information on specific shipmentsby what is most relevant to you.You can Filter yourImports by the following data elements:

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

Views

Note:

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

Only packages brokered by UPSCustoms Brokerage will displaybrokerage information.

For specific instructions onFiltering, go to page 12.

For more detailed instructions onQuantum View Imports, go topage 21.


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Package DetailThe following provides direction on the informationprovided in the Detail table for the Outbound,Inbound and 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 hastravelled through the UPS system.

To View:

• Click on the hyperlink View Package Progress

• Package movements will be added at the bottomof 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 fromthe top menu

Note:

Proof of Delivery will only beavailable once a package hasbeen 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 drop-down menu beneath

Filter Packages By and select .

As you refine your display results, your navigationis tracked through a Filter Path. Within any view,the Filter Path is available. The Filter Path showsactive links of how your displayed results havebeen 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 choiceto 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.

Once a filter is selected, the Filter Pathto the right of the button willupdate showing all filters applied. Toadd additional filters, repeat theprocess.


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DownloadYou can download and save information from allthe views (Outbound, Inbound, Alternate Billingand 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 andthe current date (MMDDYY).

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

Hint:

You may want to set up a folderon 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 youre-mail from the E-mail Package Detail screen.

3. Select .

The next screen allows you to:

• Enter up to three e-mail recipients

• Select the language preference for each address

• Type a message of up to 150 characters

• Indicate whether you want to be notifiedif there is a failure in e-mail delivery

The e-mail will come from a UPS e-mail accountand will contain those data elements found onthe 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, performall desired filtering.That way, the e-mail packagelist 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 creatingcustomised views of the detail table for Outbound,Inbound and Alternate Billing Views.

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

Create a Custom ViewCustom Views allows you to create customised views/reports containing the specific shipment elements youselect, that can be saved and accessed at any time.

1. Select the view you want to customise —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 the drop-down menu to change informationto single choices.

• If multiple choices are necessary within acriteria, click on the hyperlink with the bluedown arrow .

Custom Views

(continued)


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

8. View your custom view in the Preview sectionat 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 yourCustom 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, thereforewe suggest that you ALWAYSkeep 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 Customised 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 groupof packages by data elements if you do not knowthe 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 searchby 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.

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,Location, Service and Exception Type (whereapplicable).

Each of the views (Outbound, Inbound, AlternateBilling and Imports) has specific types of alerts thatcan be set.

Below are explanations of each type and a chartsummarising 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.Exception Types include Damages, DeliveryAttempted, Holds, Incorrect/Incomplete Data,Prohibited/Restricted, Return Package, ServiceDisruptions and Weather Delay/Emergency.

Shipment Registered Alert:We will notify you when your imports shipmentshave been registered with the government clearingagencies.

Shipment Released Alert:We will notify you when your imports shipmentshave been released for delivery by the governmentclearing agencies.

Note:

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

Delivery Confirmation Alert:Choose a scheduled daily alert time and we will notify you ofall packages delivered within the past 24 hours.

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

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 import shipmentshave been scheduled for payment by UPS.

Setting Alerts

AlternateOutbound Inbound Billing Imports

Package Exception X X X

Shipment Registered X X

Shipment Released X X

Package DeliveryX XConfirmation

Clearance Exception* X X

Clearance ExceptionX XResolution Alerts*

Duties Alert* X

*Requires Imports view privilege


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

Billing or Imports) from the left navigation.

2. Select Select Alerts.

3. Select Edit to establish an alert profile for the typeof alert you want to receive.

4. Make the appropriate filter selections to ensurethat you receive only the alerts that are mostimportant to you.

5. Enter the recipient’s e-mail address, select languagepreference and click .

6. Click .

Failure Notification

By default, Quantum View Manage will notify youif 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 boxnext 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 pertainsto this shipment by selecting thedesired link.

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

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

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

Imports

You can access detailed Shipment orCommodity information that pertainsto this shipment by selecting thedesired link.




23


Import Commodity DetailThe Import Commodity Detail page displays upto 38 commodity-level data elements that definethe classifications applied to the shipment’s com-modities, including harmonised 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.

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

Imports

You can access detailed Shipmentor Invoice information that pertainsto this shipment by selecting thedesired link.




24


Import Custom ViewsYou can create and save a customised 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 Imports Custom View1. Select View Imports then Access Custom Views.

2. Select Create New Custom View.

3. Select the criteria for the type of shipmentsyou want to view.


• Many of the data elements allow you to makea 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 DateRange is recommended for saved Custom Viewssince Exact Date Ranges may become outdated.

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

Imports

(continued)


25


6. On the Define Elements for Detail Display screen,you may customise the Detail display by addingor 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 tosee in the Included box by moving the elementsback to the Available section with thebutton.

8. Change the order of the elements in the Includedbox by using and . Theorder of the elements in the Included box willbe 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 availableby the selected View type. (i.e., Whenthe Shipment view type is selected, thedisplayed available data elements willbe at the shipment level. The same forInvoice and Commodity views).

Select the shipment’s View Image linkto 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 sectionat 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 yourCustom View, click on View Criteria.To edit, click on Edit Criteria.

Imports

Note:

For locations outside of Canada,the U.S. and Puerto Rico:

You can only create custom viewsusing either combinations ofShipment and Invoice Detail orShipment and Commodity Detail.


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Import ResourcesThe Import Resources section provides the toolsand 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 functionalityyou will find:

1. Access, view and download up to one year’s worthof shipment and account document images online(only available in the U.S. and Puerto Rico).

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

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

(July 1, 2004 forward)

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

4. Contact UPS Customs Brokerage concerningrated shipments you are investigating.

Imports

1

2

3

4


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Online Document Images — Shipment ImagesYou can view shipment images associated to oneor more UPS Importer Account Numbers for the last12 months (only available in the U.S. and PuertoRico). Images are available for new shipments oncethe shipment is matched to a UPS Importer AccountNumber.

1. Select the Get Shipment Images hyperlink.

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


• Many of the data elements allow you to makea 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 45 days(or fewer) within the last 12calendar months.

All document types will notbe available for all entry types.

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 pageis 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


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Online Document Images – Importer Account ImagesTo request images of your current importer accountlevel documents (only available for U.S. and PuertoRico):

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

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

Imports


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

CD-ROM Pricing and DeliveryPricing: A fee will apply for each CD-ROMrequested. Typical requests result in the productionof 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 youwant 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 CatalogueThe Upload Product Catalogue functionality willhelp ensure accurate and consistent classification ofall your imported goods.

To upload a product catalogue:1. Select the Upload a Product Catalogue hyperlink.

2. Ensure that the prepopulated contact informationis correct.

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

4. Include a message if desired.

5. Select Browse to locate the Product Cataloguefile you want to upload, and select .• Product catalogue uploads require four

elements:

— Part/Product number (up to 35 alphanumericcharacters)

— Harmonised tariff classification number(10-digit numeric)

— ISO country of origin (two alphabeticcharacters)

— Part/Product description (up to35 alphanumeric characters)

Imports

3Note:

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

For your convenience, .CSV and.XML template links are provided.

(continued)


33


• Upload files must be smaller than 5 MBand be in one of the following file formats:— *.MDB – Microsoft® Access— *.DBF – 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 productcatalogue, you can either send your entirerevised catalogue, or just the updates, using thesame format as your original catalogue file.

Imports

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

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


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Contact Customs BrokerageYou can contact UPS Customs Brokerage represent-atives with questions or comments regarding yourimport 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 inthe 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 Codeare included in the message sentto UPS Customs Brokerage,which enables our representativesto respond to your inquiries in atimely manner.

General E-mail

Shipment-Specific E-mail


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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 linkto 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 and Alternate Billing ViewFunctionality Just for ImportersWhen users have the Imports View and InboundView and/or Alternate Billing assigned to theirQuantum View Manage profile, the Inbound Viewand Alternate Billing View is enhanced with thefollowing capabilities designed to help importersmanage the clearance of their imports:

• View Commercial Invoice document imagesfor incoming import packages

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

• Expedite resolution of clearance holdsby submitting information directly to UPSCustoms Brokerage via e-mail or fax

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

• Use Shipment Registered, Shipment Released,and Duties alerts to help importers bettermanage inbound international shipmentsand their associated ratings and duties

Note: The capabilities listed above also apply tousers that have the Imports View and AlternateBilling View assigned to their Quantum ViewManage profile.

Imports


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Technical SupportTechnical support is available by phone. See the listbelow by country.

Australia 1800 148 934

Austria 0800 312 407

Belgium 080021877

Brazil 5511 5694 6606

Canada 1-877-336-1100

China 10 800 852 06 98

Denmark 80 33 22 55

Finland 0800 1 877 2255

France 0805 025550

Germany 0800 100 2630

Hong Kong 8206 2133

India 00 0800 852 1113

Ireland 1800 202227

Italy 800 122732

Japan 00531 85 0020

Malaysia 800 80 4709

Mexico 01 800 741 6535

Netherlands 08002225587

Norway 800 32 255

Philippines 1800 765 8065 / 180080850020

Poland 48 22 650 45 45

Portugal 800 783458

Puerto Rico 800-247-9035

Singapore 8008523362

South Korea 00798 8521 3669

Spain 90022 58 77

Sweden 020 120 2255

Switzerland 0800 82 25 54

Taiwan 00801 855 662

Thailand 0 2713 6050~9 (local) / 0018008523658

UK 0800 331 6010

For customers in the U.S. and Puerto Rico:Technical support is available by phone at 800-247-9035.

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

Technical Support


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

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

Alternate Billing View — Allows user to viewup 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 forup to 99 UPS account numbers.

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

Consignee Billing — An alternative billing optionin 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 confirmedfor delivery.

Delivery Confirmation Alerts — A scheduled dailye-mail notification containing an aggregated view ofall deliveries in the last 24 hours. Each e-mail will

contain up to 25 delivered packages. You will be requiredto 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 thereason 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, resultingin 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.

Importer — The person, firm or representative to whom aseller or shipper sent merchandise and who, upon presen-tation of the necessary documents, is recognised as the ownerof the merchandise for the purpose of Custom’s duties.

Importer of Record — Individual, corporation or partner-ship designated as the legally responsible party for customsentries. The Importer of Record pays all duties andassumes all legal liabilities.

Glossary


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Imports View — Allows users to view up to45 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.

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

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: Physicallocations may be assigned more than one Location ID.)

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

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 yourUPS Account, but never shipped due to a voidedtransaction.

Manifest Date — The date a shipment is processed withinthe UPS system.

Out for Delivery — The number of packages in route fordelivery.

Outbound View — Allows user to view up to 45 calendardays’ worth of package status information for anyshipment sent from you to another party. Summary dataand/or package level detail are available for up to 99 UPSaccount numbers.

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

Product Catalogue — A listing of commodities along withtheir associated commodity descriptions, HarmonisedTariff Codes, and Countries of Origin that could beimported for a particular importer. The product catalogueis used as a reference when assigning classification to animporter’s commodities.

Scheduled Delivery Date — The date of scheduled delivery.

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

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

Ship To Address — The address where your shipment isbeing sent.

Glossary


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

Ship To Name — The name of the recipient to whomyour shipment is being sent.

Shipment — A shipment represents packages orarticles shipped together.

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

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

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

Sold To — “Sold To” information is frequentlyidentified as the “Bill To” or purchaser listed on theinvoice.

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

Third-Party — The number of packages outsourcedto another company hired to manage your supplychain.

Tracking Number — A number automaticallyassigned to your package by UPS to identify andtrace its movement through the UPS system to itsdestination.

UPS Service — Inclusive of all domestic and internationalUPS services.

Weight — The weight of the package in pounds orkilogrammes.

Glossary — Imports View

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