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Common Function Customer Profile, Personal Profile, User Management, Party Management and Dashboard. SmartLink ISF Service User Manual

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Page 1: [세로] 공정산출물 기본양식 · 2019. 1. 15. · 13 / 14 SmartLink ISF Service User Manual Common Function ... - Document Status: shows data numbers by customs filing document

Common Function Customer Profile, Personal Profile, User Management, Party Management and Dashboard.

SmartLink ISF Service User Manual

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Common Function SmartLink ISF Service User Manual

Contents

1. Common Service ................................................................................................................................ 3

1.1 Customer Profile (Common Service > Customer Profile): Admin User Only ....................................... 3

1.2 User Management (Common Service > User Management): Admin User Only .................................. 5

1.3 Personal Profile (Common Service > Personal Profile) .................................................................... 7

1.4 Party Management (Common Service > Party Management) .......................................................... 8

2. Partner Company Data Sharing .......................................................................................................... 11

2.1 Function Overview .................................................................................................................... 11

2.2 Tips on Using ........................................................................................................................... 12

3. Dashboard ....................................................................................................................................... 14

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Common Function SmartLink ISF Service User Manual

1. Common Service

1.1 Customer Profile (Common Service > Customer Profile): Admin User

Only

Function Overview

User administrator manages user’s company information.

Time zone, language, customs filings results, and mail receipt alarm are settable here.

Business Processing Procedures

Enter user’s company information.

Choose user time zone and language.

Turn mail receipt alarm on or off for customs filings and user file transmission results; enter

recipient mail addresses separated with a comma.

Click Save to save data.

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Common Function SmartLink ISF Service User Manual

Items Description

[Basic Information]

Customer Name: User’s company name

Type : User’s company type (Forwarder, Sea Carrier, Air Carrier, Importer)

CI Image: customer logo image file

* When logo image file is uploaded, the customer’s logo appears instead of SmartLink logo on every page.

PIC Name : Company representative name

E-mail : Company representative email

Phone : Company representative telephone

Fax : Company Fax number

Address : Company Address

Time Zone: Select customer’s area time zone Time on business pages is displayed using the

selected time.

Language: Select customer language (English, Korean, Chinese) SmartLink buttons and

messages are displayed in the selected language.

Notification E-mail Service

- Customs Error : alarm receipt mail on or off for customs filing error results.

- SmartLink Transmit Error : user address for mail receipt of file transmission results if SmartLink is

used for data file transmission.

- E-Mail Address : user mail address for mail receipt.

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Common Function SmartLink ISF Service User Manual

1.2 User Management (Common Service > User Management): Admin User

Only

Function Overview

User administrator manages (create and modify) user information.

Business Processing Procedure

Information of all registered users is listed.

Enter search conditions and click the Retrieve Button to search user lists.

Click Add and enter user information to create user account.

Double click user row in the search list to display detailed user information, which can be modified

here.

Items Description

[Search Conditions]

User ID: user ID

User Name: user name

[Basic Information]

Customer ID: user’s company ID

E-mail: e-mail address

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Common Function SmartLink ISF Service User Manual

Phone: phone number

Use: whether user is currently online

Create Date: date the user account created

User Management

User ID: user ID

User Name: user name

Use: enable/disable (If unchecked, the applicable ID cannot be used any further.)

Password: Password

password Confirm: confirm new password

Phone: phone number

E-mail: e-mail address

Time Zone: Select customer’s area time zone Time in the business pages is displayed with the

selected time.

Authority

- Company Profile : Created user has the administrator rights for Customer Profile.

- User Management : Created user has the administrator rights for User Management.

- Personal Profile : Created user has the rights for Personal Profile.

- Retrieve : Created user has the rights for data search only by service.

- Save and Transmit : Created user has the rights for data saving and transmission by service.

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Common Function SmartLink ISF Service User Manual

1.3 Personal Profile (Common Service > Personal Profile)

Function Overview

user sets their information.

user can change Password, and set Time Zone and Language.

Business Processing Procedure

Enter Personal Profile.

Choose user area Time Zone and Language.

Click Save to save data.

Items Description

[Basic Information]

User ID: user ID

User Name: user name

Phone : Telephone number

E-mail: e-mail address

Time Zone: Select user’s area time zone Time in the business pages displays the selected time.

Language: Select customer language (English, Korean, Chinese) SmartLink buttons and

messages displayed in the selected language.

Password Change : if want to change password, check

Current Password : current password

Password: new password

Password Confirm: confirm new password

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Common Function SmartLink ISF Service User Manual

1.4 Party Management (Common Service > Party Management)

Function Overview

Register using Party information as input items in customs filing.

ex) AMS Data Input: Shipper, Consignee and Notify

When registering Party information, such information as Name and Address is entered in the

Customs Filing data input page by selecting it.

Business Processing Procedure

Information on all registered Parties is listed.

Enter search conditions and click Retrieve Button to search Party list.

Click Add and enter Party information to create a Party.

Double click Party row in the search list to display detailed Party information, which can be

modified here.

Items Description

[Search Conditions]

Party Name: Party name

[Basic Information]

Country : country

City / State / Postal : State and postal zip code

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Common Function SmartLink ISF Service User Manual

Address : Party address

Identifier No. : Identifier Number of ISF party. (Displayed only using ISF Service.)

Party Management

Click Add or double click Party row in the search list to display the page for editing or modifying

Party information. Can add and modify party information by service.

① Common items of AMS and ISF.

② Additional items of ISF Service.

Party Name: Party name

Use: enable/disable (If unchecked, the party cannot be used any further.)

Agent User can use it : If checked, Agent user can use this party information. (this check box is

shown only master company user)

Address1 : first line of party address.

Address2 : second line of party address.

City: city

State/Postal Code: State and postal zip code

Country: country

Phone: phone number

Fax: Fax number

ID Qualifier: Party ID type selection

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Common Function SmartLink ISF Service User Manual

* Refer to ISF Service for Code description.

Identifier No.: ID number

Country : country where passport was issued

Date Of Birth : date of issue for passport

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Common Function SmartLink ISF Service User Manual

2. Partner Company Data

Sharing

2.1 Function Overview

Freight exporters and importers wield different sets of information. If the exporter and importer

are different entities, it is necessary for them to share this information for customs filings and

effective business processing.

For example, importers are responsible to make US Customs ISF reports. However, as much of

the report data is known to exporters only, importers must obtain such data from exporters to

prepare their reports.

SmartLink permits the partner company to input, confirm, and transmit together all data for

customs filing data creation by assigning a user ID to the partner company.

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Common Function SmartLink ISF Service User Manual

2.2 Tips on Using

Master Company

[Partner Company Creation]

When a user whose ‘Use Partner Company’ column in SmartLink Registration Form is enabled by ‘Y’

logs in, the Common Service – Partner Management page appears as follows.

The SmartLink subscribed user creates a user ID for their partner company.

Can regist partner company through "New" button and add user of the partner company through

"Add" link in the "Users" column.

Master company administrator can assign rights of user information modification to partner user.

Can assign rights of data saving and transmission too.

[To View Data the Partner Company Has Entered]

The data a partner company user has entered is indicated by the partner company ID in the ‘User

ID’ column in the searched list.

The master company user can view, modify, and transmit all the data of their partner companies

have entered.

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Common Function SmartLink ISF Service User Manual

Partner Company

[Data Creation and Transmission]

The partner company user receives the ID that the master company administrator has assigned,

and logs in to SmartLink.

When creating and transmitting customs filing data, ensure the master company is selected in the

creation pages (AMS: Manifest Creation, ISF: ISF Creation).

For a single master company, default is selected.

The rest of the features are the same as those used by existing users.

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Common Function SmartLink ISF Service User Manual

3. Dashboard Dashboard page appears on login.

① Dashboards appear in tabs by services logged in user currently have in use.

② Service customs filing status is displayed: data search period can be selected.

- Set Period: select search period. Data is displayed immediately on selection.

- Document Status: shows data numbers by customs filing document states.

* Created : Customs document was created by editing or file transmission.

* Pending : Customs document was submitted to the Customs. not received response yet.

* Accepted : Normal response from the Customs Office.

* Rejected : Customs document has been rejected by U.S. Customs.

* Deleted : Customs document has deleted.

③ Customs documents list user work priority displayed by states.

④ Customs Office report results history selected B/L on ISF List displayed.