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In Bond Manager Dashboard (U.S. In-Bond Manager): Difference between revisions

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{{#ev:youtube|-O8AXA9ms5c|960|center|How to Use BorderConnect's U.S. In-Bond Manager}}
{{#ev:youtube|-O8AXA9ms5c|960|center|How to Use BorderConnect's U.S. In-Bond Manager}}


[[File:In-bond-dashboard.png|400px|thumb|right|Viewing the '''U.S. In-Bond Dashboard''' page]]
[[File:In-bond-dashboard.png|400px|thumb|right|U.S. In-Bond Dashboard in BorderConnect]]


The '''In-Bond Dashboard''' is the central workspace of BorderConnect's '''U.S. In-Bond Manager'''. It provides a consolidated, real-time view of all U.S. in-bond shipments on your account and is the primary starting point for monitoring, updating, and closing in-bonds reported to U.S. Customs and Border Protection (CBP).
The '''In-Bond Dashboard''' is the main control center of BorderConnect’s '''U.S. In-Bond Manager'''.


The dashboard can be accessed by navigating to '''In-Bond Manager''' and selecting '''In-Bond Dashboard'''.
It provides a real-time consolidated view of all in-bonds on your account and is where users monitor activity, send CBP messages, resolve issues, and ensure in-bonds are properly concluded.


From this page, users can:
Access it from:
* Monitor open and closed in-bonds
* Identify shipments requiring attention
* View detailed in-bond histories
* Send status queries, arrivals, exports, and diversions
* Enable automatic in-bond closing (when eligible)


== In-Bond Dashboard Layout ==
'''In-Bond Manager → In-Bond Dashboard'''


The dashboard is divided into two main sections:
From this page you can:


* '''Top Section''' - Alerts, warnings, and monthly overview
* Monitor open and closed in-bonds 
* '''Bottom Section''' - Search tools and in-bond results list
* Identify issues requiring action 
* Review in-bond histories 
* Send arrival, export, diversion, and status query messages 
* Enable automatic in-bond closure 


== Past Month Issues and Overview ==
== Dashboard Layout Overview ==


The top of the dashboard provides a high-level snapshot of recent activity and potential issues from the past month.
The dashboard is organized into two functional areas:


[[File:In-bond-manager-past-month-issues.png|800px]]
{| class="wikitable"
! Section
! Purpose
|-
| Top Section
| Alerts, warnings, and monthly activity summary
|-
| Bottom Section
| Search tools and in-bond results list
|}


=== Past Month Issues ===
== Past Month Issues and Activity Summary ==


This section highlights in-bonds that may require follow-up or corrective action.
[[File:In-bond-manager-past-month-issues.png|800px|center]]


'''Unresolved WP Rejects'''
This area highlights recent in-bonds that may require attention.
Indicates in-bond messages (arrival, export, or diversion) that were rejected by CBP within the past month. These should be reviewed as soon as possible, as unresolved rejects may result in penalties.


'''Unresolved Warnings from ACE eManifest'''
=== Issue Types ===
Warnings generated from ACE eManifests associated with in-bonds on your account. Common examples include:
* Pending Eligible General Order
* Arrived in-bonds missing arrival or export reporting


'''Stale In-Bonds'''
{| class="wikitable"
In-bonds that have existed in CBP systems for more than two weeks without sufficient follow-up. These often indicate missing arrival or export messages and should be reviewed.
! Issue
! What It Means
! Recommended Action
|-
| Unresolved WP Rejects
| CBP rejected arrival, export, or diversion messages
| Review and correct immediately
|-
| Unresolved ACE Warnings
| Problems flagged by ACE eManifest activity
| Investigate missing actions
|-
| Stale In-Bonds
| In-bonds with no activity for over two weeks
| Send status query or update filing
|}


[[File:In-bond-manager-past-month-overview.png|560px]]
[[File:In-bond-manager-past-month-overview.png|560px|center]]


=== Past Month Overview ===
=== Monthly Overview ===


'''Open In-Bonds'''
{| class="wikitable"
In-bonds opened within the last month that have not yet been concluded.
! Metric
! Description
|-
| Open In-Bonds
| In-bonds still active this month
|-
| Closed In-Bonds
| In-bonds successfully concluded
|}


'''Closed In-Bonds'''
== Searching and Reviewing In-Bonds ==
In-bonds successfully concluded within the last month.


== Searching and Viewing In-Bonds ==
The lower portion of the dashboard contains the in-bond search and results table.


Below the alerts section is the '''Search Results''' area.
Each row represents a complete '''in-bond report''' compiled automatically from:


This section displays in-bond reports based on the selected filters and search criteria.
* CBP Status Query responses 
* In-bond messages you transmit 
* ACE eManifest updates 


Each '''in-bond report''' summarizes everything known about an in-bond on your account, including:
Each report shows:
* In-bond number
* Current status
* In-bond type
* Bill of lading number
* Date last updated


Information is automatically compiled from:
* In-bond number 
* CBP In-Bond Status Queries
* Current status 
* Electronic in-bond messages you submit
* In-bond type 
* ACE eManifest updates on your account
* Bill of lading 
* Last updated date 


Click '''View''' on a report, or click anywhere on the row, to open the in-bond report details page.
Click anywhere on a row or select '''View''' to open detailed in-bond management.


== In-Bond Report Details ==
== In-Bond Report Details Page ==


[[File:In-bond-report-details.png|800px]]
[[File:In-bond-report-details.png|800px|center]]


The '''In-Bond Report Details''' page provides a complete management view for a single in-bond.
This page provides full control over a single in-bond.


This page displays the current status, origin, destination, and in-bond type when known. If any details are missing, using '''Send Status Query''' will typically populate them.
Displayed information includes:


=== Report History ===
* Current CBP status 
* Origin and destination ports 
* In-bond type 
* Linked ACE trips when applicable 


The '''Report History''' section shows a complete timeline of all activity related to the in-bond, including:
If information is missing, use '''Send Status Query''' to retrieve updated CBP data.
* Status queries and responses
* Arrival, export, and diversion filings
* Automatic updates from ACE eManifests


Clicking any history item opens a detailed view of that specific transaction.
=== Report History Timeline ===


== In-Bond Status Query Details ==
The history panel records every action:


[[File:In-bond-status-query-details.png|800px]]
* Status queries 
* Arrival messages 
* Export filings 
* Diversions 
* Automatic ACE updates 


The '''In-Bond Status Query Details''' page displays the full CBP response for a specific query.
Each item can be opened for full transaction details.


This page may include information not shown on the main report, such as:
== Viewing Status Query Responses ==
* In-bond quantity
* Unit of measure
* Arrival date
* Export date (if applicable)


This page can be accessed by clicking any history item labeled:
[[File:In-bond-status-query-details.png|800px|center]]
* Send To CBP: In-Bond Status Query
* CBP Status Query Response


== In-Bond Dashboard Best Practices ==
This page displays the full CBP response from a status query, including:


=== Start With a Status Query ===
* Quantities and units 
* Arrival dates 
* Export dates 
* CBP disposition codes 


If an in-bond is not associated with an ACE eManifest on your account, an in-bond report must be created manually.
Access it by clicking any history item labeled:


To do this:
* Send to CBP: In-Bond Status Query 
# Click '''Find New In-Bond''' at the top of the dashboard
* CBP Status Query Response 
# Enter the in-bond number
# Click '''Send In-Bond Status Query to CBP'''


CBP will typically respond within one minute, creating the in-bond report on your dashboard.
== Creating a New In-Bond Report ==


[[File:Wp-status-query.png|800px]]
If an in-bond is not yet associated with your account:


It is recommended to do this as soon as the in-bond number is known.
# Click '''Find New In-Bond''' 
# Enter the in-bond number
# Click '''Send In-Bond Status Query to CBP''' 


=== Filter Your Dashboard by Open In-Bonds ===
CBP typically responds within one minute and creates the report automatically.


By default, the dashboard shows in-bonds created within the last month.
[[File:Wp-status-query.png|800px|center]]


For high-volume accounts:
== Dashboard Filtering Tips ==
* Use '''Recent Open Bonds''' to display only in-bonds that are still open
* Use '''Advanced Search Options''' to further refine results


=== Update or Re-Query In-Bonds From the Report Page ===
{| class="wikitable"
! Filter
! Use Case
|-
| Recent Open Bonds
| Show only active in-bonds
|-
| Advanced Search
| Locate specific numbers or date ranges
|-
| Status filters
| Focus on unresolved issues
|}


While in-bond messages can be sent from '''WP Send Requests''', it is generally easier to work from the in-bond report details page.
== Automatically Closing In-Bonds Using ACI ==


From the report:
[[File:Aci-auto-close-feature.png|800px|center]]
* Use '''Update In-Bond''' to send arrival, export, or diversion messages
* Many fields will be auto-filled
* Use '''Send Status Query''' to check for updated CBP status


=== Automatically Close In-Bonds Using ACI eManifest ===
Users who also use BorderConnect '''ACI eManifest''' can automate closure for eligible in-bonds.


[[File:Aci-auto-close-feature.png|800px]]
=== Requirements ===


For users who also use BorderConnect's '''ACI eManifest''', eligible in-bonds can be automatically arrived and exported when the truck arrives in Canada.
* In-bond report exists 
* ACI trip is on file 
* Destination port is along the Canadian border 
* In-bond has not yet been arrived


Requirements:
=== Steps ===
* The in-bond is associated with an ACI trip on the same account
* The destination port is along the Canadian border
* The in-bond has not yet been arrived


Steps:
# Open the in-bond report
# Ensure an in-bond report exists
# Click '''Auto-Close In-Bond by ACI Trip'''
# Confirm the ACI eManifest trip is on file
# Select the ACI trip
# Open the in-bond report details page
# Choose CBP port of exit FIRMS code
# Click '''Auto-Close In-Bond by ACI Trip'''
# Click '''Save'''
# Select the ACI trip
# Select the CBP port of exit FIRMS code
# Click '''Save'''


A green indicator will appear next to the in-bond number, confirming automatic closure is enabled.
A green indicator confirms automation is enabled.


=== Electronically Report Arrival and Export in One Step ===
== Reporting Arrival and Export Together ==


For Transportation and Exportation (T&E or Type 62) in-bonds, both arrival and export must be reported.
For T&E (Type 62) in-bonds where arrival and export occur simultaneously:


When arrival and export occur at the same time:
* Complete the arrival form
* Complete the arrival message form
* Hover over '''Send In-Bond Arrival Message'''
* Hover over '''Send In-Bond Arrival Message to CBP'''
* Select arrival and export together
* Select the option to send arrival and export together


This option should only be used when export is legitimately taking place.
Use only when export legitimately occurs at the same time.


=== Check for Subsequent In-Bonds (Mexico Moves) ===
== Checking for Subsequent In-Bonds ==


[[File:Check-for-subsequent-inbond.png|800px]]
[[File:Check-for-subsequent-inbond.png|800px|center]]


For Mexico-bound T&E shipments, a subsequent in-bond is often filed at the border.
For Mexico-bound shipments:


To verify closure:
# Open the in-bond report
* Open the in-bond report details page
# Click '''Check For Subsequent In-Bond'''
* Click '''Check For Subsequent In-Bond'''


If detected, the in-bond report status will update to '''Concluded'''.
If found, the report will automatically update to '''Concluded'''.


CBP recommends using Immediate Transportation (IT or Type 61) for Mexico-bound shipments, as accepting a T&E makes the carrier liable for ensuring export occurs.
== General Order Alerts and Resolution ==
 
== General Order (G.O.): What It Means and What to Do ==


[[File:Inbond-general-order-alert.png]]
[[File:Inbond-general-order-alert.png]]


=== What Is General Order? ===
=== Understanding General Order ===
 
General Order (GO) applies when freight is not entered or exported within 15 calendar days after arrival at the U.S. destination port.


If unresolved, CBP may order the freight to a GO (Class 11) warehouse.
Freight not entered or exported within 15 calendar days after arrival may be placed into General Order status by CBP.


[[File:General-order-status.png|thumb|right|250px]]
[[File:General-order-status.png|thumb|right|250px]]
Line 202: Line 224:
=== Common GO Statuses ===
=== Common GO Statuses ===


* '''Pending General Order (PGO)''' - Warning that the 15-day window is approaching
{| class="wikitable"
* '''Eligible General Order (EGO)''' - 15 days have elapsed; CBP may order GO
! Status
* '''Sent to GO''' - Freight has been ordered or moved to a GO facility
! Meaning
|-
| Pending GO
| Warning period approaching 15 days
|-
| Eligible GO
| 15 days elapsed
|-
| Sent to GO
| Freight ordered to GO warehouse
|}


=== What To Do ===
=== What To Do ===


# Act immediately when PGO or EGO appears
# Act immediately on warnings 
# Confirm arrival posting and entry or export filing
# Confirm arrival and entry or export filings 
# Resolve missing documents, quantities, or payments
# Resolve documentation or clearance issues 
# Coordinate with the GO warehouse if already sent
# Coordinate with GO facility if moved 


=== Recording GO Resolution in BorderConnect ===
=== Marking GO Resolved ===


[[File:Mark-as-resolved-button.png|thumb|right|250px]]
[[File:Mark-as-resolved-button.png|thumb|right|250px]]


Once CBP has cleared the issue, open the '''In-Bond Report Details''' page and click '''Mark G.O. Resolved''' to document the resolution.
Once resolved with CBP, click '''Mark G.O. Resolved''' on the in-bond report to document closure.


[[Category:U.S. In-Bond Manager Guide]]
[[Category:U.S. In-Bond Manager Guide]]
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