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

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 {{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 with a '''Importer CSA Business Number''' entered]]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'.
+[[File:Csa1.png|400px|thumb|right|CSA shipment selected with Importer CSA Business Number entered]]
-;New CSA Importer Button
+The '''ACI CSA Importer Search Page''' allows you to manage the Importer CSA Business Numbers used when creating CSA-type shipments in BorderConnect’s ACI eManifest system.
-: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.
-[[File:Csa2.png|800px]]
+CSA (Customs Self Assessment) shipments require a valid importer Business Number. BorderConnect stores these numbers with friendly names so they can be quickly selected when entering shipments.
-== Search Section ==
+This page helps you:
-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.
-;Search Button
+* Save frequently used CSA importer Business Numbers
-: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.
+* Assign recognizable names to each importer
-;Reset Button
+* Correct errors or outdated entries
-:Used to reset the search options to the default setting. Clicking on this button will clear all search options and display all Business Numbers.
+* Remove duplicates
-;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 ==
+You can access this page from the '''ACI eManifests''' menu by selecting '''CSA Importers'''.
-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.
+__TOC__
-;Edit
+== When should you use this page? ==
-: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
+{| class="wikitable"
-:Used to delete a Business Number. Clicking on this link will remove the Business Number from the system.
+! Scenario !! Why it helps
+|-
+| Repeated CSA importers || Quickly select instead of retyping numbers
+|-
+| Typos in Business Numbers || Fix once for all future shipments
+|-
+| Duplicate entries || Clean up your importer list
+|-
+| New CSA customer added || Preload the Business Number
+|}
+== Adding a new CSA importer ==
+Although CSA importers can be added directly while creating shipments, you can also manage them in advance here.
+=== Steps ===
+# Click '''New CSA Importer'''
+# Enter:
+#* '''CBSA Business Number''' (format: 999999999RM9999)
+#* '''Importer Name''' (company or reference name)
+# Click '''Save'''
+The importer will now appear in selection lists on CSA shipments.
+[[File:Csa2.png|800px|thumb|CSA importer creation screen]]
+{{note|Using clear company names makes CSA shipments faster and reduces data entry errors.|info}}
+== Search section ==
+Use the search tools to quickly find specific CSA importers.
+You can filter by:
+* Business Number
+* Importer name
+By default, all saved CSA importers are displayed.
+{| class="wikitable"
+! Button !! Function
+|-
+| Search || Shows matching importers
+|-
+| Reset || Clears filters and shows all entries
+|-
+| Clear || Empties search fields for a new search
+|}
+== Results section ==
+The results list shows each saved CSA importer profile along with management options.
+Each entry includes:
+* Business Number
+* Importer name
+* Edit link
+* Delete link
+Use the page arrows to browse multiple result pages if available.
+=== Edit ===
+Select '''Edit''' to correct a Business Number or rename an importer.
+Saving applies the update for all future CSA shipments.
+=== Delete ===
+Select '''Delete''' to remove unused or duplicate CSA importer profiles.
+{{note|Deleting an importer does not affect previously submitted shipments.|info}}
+== Recommended maintenance workflow ==
+<pre>
+Open CSA Importers
+   ↓
+Search by name or Business Number
+   ↓
+Edit the correct entry
+   ↓
+Delete duplicates or outdated profiles
+</pre>
+== Best practices ==
+{{note|
+• Use official CBSA Business Number format
+• Assign clear company names
+• Periodically remove duplicates
+• Review after onboarding new CSA clients
+|info}}
+== Related pages ==
+* [[Start New ACI Shipment Page (ACI eManifest)|Start New ACI Shipment Page]]
+* [[ACI Shipment Details Page (ACI eManifest)|ACI Shipment Details Page]]
 [[Category:BorderConnect Software User Guide]]