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ACI CSA Importer Search Page (ACI eManifest): Difference between revisions

Created page with "{{note|This article is part of the BorderConnect Software User Guide|info}} 400px|thumb|right|Viewing the Start New ACI Shipment page with a '''CSA Shipment''' type selectedThe ACI CSA Importer Search Page is a page in BorderConnect [https://www.borderconnect.com/aci-e-manifest/index.htm ACI eManifest software] allows the user access to the Business Numbers used by the Start New ACI Shipment Page (ACI eManifest)|..."
 
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{{note|This article is part of the [[BorderConnect_Software_User_Guide|BorderConnect Software User Guide]]|info}}
{{note|This article is part of the [[BorderConnect_Software_User_Guide|BorderConnect Software User Guide]]|info}}


[[File:Csa1.png|400px|thumb|right|Viewing the Start New ACI Shipment page with a '''CSA Shipment''' type selected]]The ACI CSA Importer Search Page is a page in BorderConnect [https://www.borderconnect.com/aci-e-manifest/index.htm ACI eManifest software] allows the user access to the Business Numbers used by the [[Start New ACI Shipment Page (ACI eManifest)|Start New ACI Shipment Page]]. This page allows the user to assign names to Business Numbers in order to more easily select them for on CSA Shipments, as well as the ability to remove or correct Business Numbers. It can be accessed under the ACI eManifests menu by clicking 'CSA Importers'.
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;New CSA Importer Button
<div class="bc-article-hero">
:Used to add a new Business Number. Clicking on this button will bring the user to a separate page (shown below) where the Importer CBSA Business Number and and Name can be entered. Once entered, clicking 'Save' will add the Business Number and return the user to the ACI CSA Importer Search Page.
<h1>ACI CSA Importer Search Page</h1>
<p>A master data tool for managing trusted trader Business Numbers for CSA shipments.</p>
<div class="bc-article-meta">
<span class="bc-article-pill"><i class="fas fa-id-card"></i> Type: Master Data</span>
<span class="bc-article-pill"><i class="fas fa-flag"></i> Country: Canada (CBSA)</span>
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</div>


[[File:Csa2.png|800px]]
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== Search Section ==
<h2 style="margin-top: 0;">Overview</h2>
This section of the page allows the user to search for Business Numbers by Number and Name. By default it will display all Business Numbers.
[[File:Csa1.png|400px|thumb|right|CSA shipment selected with Importer CSA Business Number entered]]
<p>The <strong>ACI CSA Importer Search Page</strong> allows you to manage the registry of <strong>Importer CSA Business Numbers</strong> used when creating CSA-type shipments in BorderConnect’s ACI eManifest system.</p>


;Search Button
<p>CSA (Customs Self Assessment) shipments require a valid, 15-digit importer Business Number. BorderConnect stores these numbers along with friendly names so they can be quickly selected from a dropdown menu, reducing the risk of typing errors during dispatch.</p>
:Used to search for Business numbers. Once the desired search options have been entered, clicking on this button will search for matching results and display them in the Results Section below.
;Reset Button
:Used to reset the search options to the default setting. Clicking on this button will clear all search options and display all Business Numbers.
;Clear Button
:Used to clear all search options. Clicking on this button will set all search options to blank so the user can enter new search options instead.


== Results Section ==
<div class="bc-did-you-know" style="margin-top: 15px;">
<strong>How to Access:</strong> Navigate to the <strong>ACI eManifests</strong> menu and select <strong>CSA Importers</strong>.
</div>


This section of the page displays the search results generated by the search options in the Search Section. Each result will include an 'Edit' and 'Delete' link. If more than one page of results is displayed, the arrow icons can be used to view the other pages.
<div style="clear: both;"></div>
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;Edit
<h2 style="margin-top: 40px; border-bottom: 2px solid #eee; padding-bottom: 10px;">Why Manage CSA Importers?</h2>
:Used to edit a Business Number. Clicking on this link will bring the user to a separate page page where the changes can be made. Clicking 'Save' from there will update that Business Number and return the user to the ACI CSA Importers Search Page.


;Delete
<div class="bc-card">
:Used to delete a Business Number. Clicking on this link will remove the Business Number from the system.
<p>Keeping your importer list organized provides significant time savings and compliance benefits:</p>
 
<table class="wikitable" style="width: 100%;">
<tr>
<th style="width: 30%;">Scenario</th>
<th>Why It Helps</th>
</tr>
<tr>
<td><strong>Repeated CSA Importers</strong></td>
<td>Quickly select a verified number instead of retyping 15 digits every time.</td>
</tr>
<tr>
<td><strong>Typos in Business Numbers</strong></td>
<td>Fix the number once centrally to prevent rejections on all future shipments.</td>
</tr>
<tr>
<td><strong>Duplicate Entries</strong></td>
<td>Clean up your list so dispatchers don't have to guess which entry is the "correct" one.</td>
</tr>
<tr>
<td><strong>New Customer Onboarding</strong></td>
<td>Preload the Business Number before the first load is even booked.</td>
</tr>
</table>
</div>
 
<h2 style="margin-top: 40px; border-bottom: 2px solid #eee; padding-bottom: 10px;">Adding a New CSA Importer</h2>
 
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<p>Although you can add importers on the fly while creating a shipment, adding them here ensures accuracy beforehand.</p>
 
<h3>Steps to Add</h3>
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1. Click <strong>New CSA Importer</strong>.
2. Enter the <strong>CBSA Business Number</strong> (Must follow format: <code>123456789RM0001</code>).
3. Enter the <strong>Importer Name</strong> (Use a recognizable company reference name).
4. Click <strong>Save</strong>.
</div>
[[File:Csa2.png|800px|thumb|center|CSA importer creation screen]]
<p><em>Tip: The "Importer Name" is internal-facing, so use a name your dispatchers will recognize easily.</em></p>
</div>
 
<h2 style="margin-top: 40px; border-bottom: 2px solid #eee; padding-bottom: 10px;">Searching and Managing</h2>
 
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<p>Use the search section to find specific profiles by <strong>Business Number</strong> or <strong>Importer Name</strong>. The results table allows you to manage existing entries.</p>
 
<table class="wikitable" style="width: 100%;">
<tr>
<th style="width: 25%;">Action</th>
<th>Function</th>
</tr>
<tr>
<td><strong>Edit</strong></td>
<td>Correct a typo in a Business Number or rename an importer. Changes apply to future selections immediately.</td>
</tr>
<tr>
<td><strong>Delete</strong></td>
<td>Remove duplicate or unused profiles. <br><em>Note: Deleting a profile does <strong>not</strong> affect past shipments that used it.</em></td>
</tr>
</table>
</div>
 
<h2 style="margin-top: 40px; border-bottom: 2px solid #eee; padding-bottom: 10px;">Best Practices</h2>
 
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<h3>Recommended Maintenance Workflow</h3>
<div class="bc-cleanlist">
1. <strong>Open</strong> the CSA Importers page.
2. <strong>Search</strong> for duplicate names (e.g., "Acme Inc" vs "Acme Incorporated").
3. <strong>Verify</strong> the Business Number against your customs documents.
4. <strong>Delete</strong> the duplicates and keep the most accurate entry.
</div>
 
<h3>Tips for Success</h3>
<div class="bc-cleanlist">
* Ensure the Business Number is exactly 15 characters (9 digits + RM + 4 digits).
* Periodically review the list to remove importers you no longer service.
</div>
</div>
 
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[[Category:BorderConnect Software User Guide]]
[[Category:BorderConnect Software User Guide]]
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