ISF FIling CW1 to CW1-Training Material_Version.1 (1)

For the better. Together

Cargowise

ISF Filling CW1 to CW1

AMCS - Regional SF BPM & Regional L&D

GENERAL

Learning Overview

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Learning Objectives

Prerequisites

• None

• How to create a Transport Booking in CW1?
• Review Mandatory Milestones
• Trigger EDI to Compcare
• Expected Billing Charge Codes

Training Content

• Guide of how to create a Transport Order / Booking in CW1
• EDI transfers data between systems CW-Compcare

Duration

30 Minutes

Audience

FES/FIS Employees

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How to create the ISF Filling?

Before you start, verify you are logging in under the correct organization:

From the top left section, go to “Jump”

Move to the bottom left section and click in Options then Change Company, Branch and Department:

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Origin

• Once the ISF process is changed to the new one, origin must no longer enter the ISF module
• ISF 10+2 to be done via CW1 tasks
• ISF 5 to be done via mail process
• PDF form will be created outside of the system

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Origin

• Once the ISF process is changed to the new one, origin must no longer enter the ISF module
• ISF 10+2 to be done via CW1 tasks
• ISF 5 to be done via mail process
• PDF form will be created outside of the system

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Origin responsibility

• Search and monitor Shipments that require ISF by using the search filter

• XGLB – SEA – 7. Origin ISF Check

• The different colors show the status of each Shipment and what must be done

• Blank / white: Origin must send ISF info to the US (> 72h ETD)

• Orange: Origin must send ISF info to the US (< 72h ETD)

• Blue: Origin has sent ISF info to the US

• Yellow: US is working on the ISF filing (> 24h to ETD)

• Red: US is still working on the ISF filing (< 24h to ETD)*

• Green: ISF is filed successfully

*Follow up with the US team as the Shipment is at risk of a late filing

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Origin responsibility

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Origin responsibility

• Enter the Shipment and add ISF relevant data if needed
• Enter responsible US Destination Branch on Shipment -> Delivery -> Delivery Agent

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Origin responsibility

• Have ISF Information Sheet filled by the shipper. If the customer has his own ISF sheet this can be used as well.
• upload ISF Information Sheet in eDocs under Doc Type ISI
• commercial documents should already be in eDocs

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Origin responsibility

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Origin responsibility

• After uploading the ISI the task S25 „Sent ISF“ should be set to CLS automatically
• Task S12 „Confirm ISF Completion“ gets assigned to US Destination automatically (TG US FIS)

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US destination responsibility

• US destination branch searches for shipments, where task „Confirm ISF Completion“ is in status ASN and they are mentioned as delivery agent
• US destination branch is checking the data they received from origin and reaches out back to them if anything is missing

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US destination responsibility

• Check whether HWL US Brokerage, or 3rd party broker is responsible for ISF
• If HWL: assign task to US Brokerage team (TG US BRK)
• If 3rd party: forward ISF documents to 3rd party and set task to WRK (TG US FIS)

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US destination responsibility

• Check whether HWL US Brokerage, or 3rd party broker is responsible for ISF
• If HWL: assign task to US Brokerage team (TG US BRK)
• If 3rd party: forward ISF documents to 3rd party and set task to WRK (TG US FIS)

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US Brokerage

• US Brokerage team searches for task „Confirm ISF Completion“ assigned to them
• Opens a ISF job based on the Shipment number
• Sends ISF to US Customs Border Patrol
• As soon as ISF gets sent the task automatically switches to status WRK

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US Brokerage

• US Brokerage team searches for task „Confirm ISF Completion“ assigned to them
• Opens a ISF job based on the Shipment number
• Sends ISF to US Customs Border Patrol
• As soon as ISF gets sent the task automatically switches to status WRK

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ISF accepted and confirmed

• Option 1 (HWL Brokerage team):
• ISF acceptance status is received via CW1 (ISF Bill Status S1 in Shipment)
• Task „Confirm ISF Completion“ status changes to CLS automatically
• Option 2 (3rd Party Broker):
• US destination receives ISF acceptance from 3rd party broker (S1 status will not be available on Shipment)
• Uploads ISF acceptance to eDocs under doc type ISF
• Task „Confirm ISF Completion“ status changes to CLS automatically
• ISF is filed!

13

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ISF accepted and confirmed

• Option 1 (HWL Brokerage team):
• ISF acceptance status is received via CW1 (ISF Bill Status S1 in Shipment)
• Task „Confirm ISF Completion“ status changes to CLS automatically
• Option 2 (3rd Party Broker):
• US destination receives ISF acceptance from 3rd party broker (S1 status will not be available on Shipment)
• Uploads ISF acceptance to eDocs under doc type ISF
• Task „Confirm ISF Completion“ status changes to CLS automatically
• ISF is filed!

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ISF 5 Process for Both when Origin is Hellogic or Cargowise

In transit Moves (FREIGHT MOVING THROUGH THE US or FROB)

• If the cargo is “Freight Remaining On-board (FROB)”, or moving In-Transit through the US to Canada or Mexico, ISF 5 is required.
• Origin must send ISF 5 information to US HWL Broker Department Centralized email: US-ISF5@hellmann.com
• Deadline, ALL shipments must be sent via email to US HWL Broker Department at least 72 working hours prior to sailing, if not it will be considered LATE
• Minimum required Data Elements for ISF5;
• Booking Party
• Ship to Party
• Place of Delivery
• Commodity HTS # (6 digit level)
• Port of Lading & Foreign Port of Unlading
• Please note that a ISF processing fee of $65.00 will be billed to origin for the ISF filling

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ISF 5 Process for Both when Origin is Hellogic or Cargowise

In transit Moves (FREIGHT MOVING THROUGH THE US or FROB)

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Email Communication Requirements

• Origin must follow this format for email subject line; (New ISF 5: POL/ POD / ETS: MM.DD.YYYY, HBL#)
• Origin must send ISF 5 information to US HWL Broker Department Centralized email: US-ISF5@hellmann.com
• Make sure to include in the email message any data element that is missing on the ISF 5 Form.
• It is very helpful to provide Master Bill of Lading Number and Shipping Line to US HWL Broker.
• They use this information to track the shipment to get accurate ETD/ETA – Loading/Unloading ports.

Email Example

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Thank you Gracias Merci Danke

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THINKING AHEAD – Moving Forward

THINKING AHEAD – Moving Forward