U-U-ShipShip Script Script
Requestor Module 01_Requestor_001_Script
Release Date: 01-Jun-2009
Table of Contents
TABLE OF CONTENTS...... 1
1.0 PURPOSE...... 1
2.0 REFERENCES...... 1
3.0 ABBREVIATIONS, ACRONYMS, AND DEFINITIONS...... 1
4.0 SCRIPT...... 2
1.0 Purpose This document’s purpose is to serve as a guideline for the Requestor Module of the U-Ship application. This business activity script documents the manual and systematic activity steps and their respective sequences based on the process flow.
2.0 References None
3.0 Abbreviations, Acronyms, and Definitions Name Description BIS U.S. Bureau of Industry and Security. www.bis.doc.gov COO Country of Origin. This is the country of manufacture, production or growth DOT U.S. Department of Transportation. www.dot.gov DG Dangerous Goods. Hazardous Materials (HazMat in the U.S.) ECCN Export Control Classification Number. Controlled by BIS. www.bis.doc.gov ERP Enterprise Resource Planning. Such as, SAP or JDEdwards HTS Harmonized Tariff Schedule. Controlled by USITC. www.usitc.gov IATA International Air Transport Association. www.iata.com Qty Quantity NAFTA North American Free Trade Agreement PO Purchase Order RMA Returned Material (or Merchandise) Authorization USITC U.S. International Trade Commission. Controls HTS. www.usitc.gov
This document is electronically controlled. Printed copies are considered uncontrolled.
Medtronic Confidential Page 1 of 23 U-Ship Script
01_Requestor_001_Script 4.0 Script
4.1 Home
4.2 Landing Page
4.2.1 Compliance Training & Certification The Requestor will be redirected to the Compliance Training and Certification upon the first login activity or after one year after the last certification date.
Medtronic Confidential Page 2 of 23 U-Ship Script
01_Requestor_001_Script
4.2.2 Compliance Training & Statement The Requestor must read & acknowledge the Compliance Training by accepting the Compliance Statement. Selecting <> will not allow the Requestor to enter the application. Selecting << I accept>> will move the Requestor to the “Home Page”
Medtronic Confidential Page 3 of 23 U-Ship Script
01_Requestor_001_Script
4.3 Home Page
4.3.1 Shipping Request The Requestor can create a new Shipping Request. For additional information, see § 4.4
4.3.2 My Shipments The Requestor can view, edit or delete existing Shipping Requests. For additional information, see § 4.5
4.3.3 My Libraries The Requestor can view, edit or delete records within own libraries. A. My Addresses B. My Items C. Item Return D. Item Search For additional information, see § 4.6
4.3.4 International Trade Regulations The Requestor will find all relevant information in regards with Foreign Trade Compliance and Medtronic related information. For additional information, see § 4.7
4.3.5 Help The Requestor will find information and help with regards to the U-Ship application. For additional information, see § 4.8
Medtronic Confidential Page 4 of 23 U-Ship Script
01_Requestor_001_Script
4.4 Shipping Request
4.4.1 Shipping Declaration The Requestor must agree with the shipping declaration, and click <
The Requestor can get additional information by clicking on the two provided hyperlinks. <
4.4.2 Shipment Reference Title The Requestor will have to enter the shipment reference title. This information will help the Requestor identifying the shipment.
Medtronic Confidential Page 5 of 23 U-Ship Script
01_Requestor_001_Script
4.4.3 Shipping Addresses The Requestor must provide the addresses information. The Ship From information will be auto-populated by the application, based on the Requestor’s login information. Should it be updated, the Requestor can overwrite the fields.
The Ship To information can be manually key in the respective fields, selected from the “Medtronic Directory” (for Medtronic Inter-Department shipments), or retrieved from the “My Address Book”. The Requestor can select a non-Medtronic address. In this case, Medtronic information related fields will be hidden. Should the Requestor not be shipping from its location, the Requestor will have to select the Shipping Facility where the shipment will originate from, by selecting from the drop-down menu “My shipment is located at a different facility”. This will electronically transfer the Shipping Request to the appropriate Shipping Department.
Medtronic Confidential Page 6 of 23 U-Ship Script
01_Requestor_001_Script To select a Ship To address from a Medtronic address, click on “Medtronic Directory”.
Then, type in the Last Name and/or the First Name. Click <
To add an address to the address book, click on “My Address Book”
Medtronic Confidential Page 7 of 23 U-Ship Script
01_Requestor_001_Script To retrieve an address from my address book, click on “My Address Book”
Then <
The Requestor can also delete an address from the “My Address Book” screen. The Requestor must indicate the Country of Ultimate Destination for the shipment, by selecting the country from the drop-down menu. The Requestor can indicate to the Shipping Department if the shipping will be handled by an Intermediate Consignee. This will open a new address window to populate the Intermediate Consignee address. The address will print on both the Shipping Request document and the Proforma Invoice.
<
4.4.4 Materials Description This screen is in two parts: The “My Items” and “My Shipping Cart”.
Medtronic Confidential Page 8 of 23 U-Ship Script
01_Requestor_001_Script The Requestor can add a new item to the “My Items” library.
The Requestor must populate all required fields for the item.
If the item is dangerous goods, the Requestor will have to answer additional questions and provide the related information. A. If “Yes”, the Requestor will have to provide the following information:
1.Hazard Class (from a drop-down list) 2.UN Classification Number 3.Proper Shipping Name 4.Material Data Safety Sheet (MSDS)
B. If “No”, the Requestor will have to answer to a second question:
Medtronic Confidential Page 9 of 23 U-Ship Script
01_Requestor_001_Script C. “Chemical, or Liquid or Powder?”
1.If “No”, the item is not a Dangerous Goods. 2.If “Yes”, the Requestor will need to provide the MSDS. If the item will be exported, the Requestor will have to answer additional questions and provide the following information:
D. Country of Origin (COO)
E. Harmonized Tariff Schedule (HTS) code
The Requestor can either: 1. enter the HTS code directly (format: ####.## or ####.##.####); or 2. search the USITC database (opens another window); or 3. search the U-Ship items classification database; or 4. select “I don’t know the HTS”
Medtronic Confidential Page 10 of 23 U-Ship Script
01_Requestor_001_Script
The Requestor must provide the basic item information in order for the Shipping Specialist to classify the item.
F. Export Control Classification Number (ECCN) classification check list.
The Requestor must answer all the questions to enable the <
Medtronic Confidential Page 11 of 23 U-Ship Script
01_Requestor_001_Script The Requestor can edit, and update an existing item. The Requestor can select and copy an item from the “My Items” table to the “My Shipping Cart”.
The Requestor can add a document type to the request by selecting from the drop-down list, then click <
The Requestor can manage the “My Shipping Cart”
Input the quantity for the shipped item. Note: this information is per line item.
Select “Inventory Controlled Item” (By default: “No”). A. This option can be used to inform the Logistics Department that an inventory controlled item is being scrapped and shipped out as a non-inventory item. B. The Requestor will be requested to provide additional information in regards to the part number and lot number of the item being shipped. C. This will trigger the Logistics Department to transact the item out of their ERP system. D. The information will be printed on the Shipping Request document.
Medtronic Confidential Page 12 of 23 U-Ship Script
01_Requestor_001_Script
Select “Permanent Export” (By default: “Yes”). A. This option must be used to inform the Logistics Department and the Import Compliance Department that the item being shipped will be returning to the U.S. This will facilitate the re-import activities. B. The Requestor will be requested to provide additional information in regards to the approximate return date, the return COO, HTS, and Value of the item being shipped. C. This information will be logged in the “Manage – Item Return” page. D. This information will be showing on the automated e-mail sent out to the Requestor and the Recipient.
Select “NAFTA Certificate” (By default: “No”) A. This option can be used to inform the Logistics Department that a NAFTA Certificate is required for this item.
<
4.4.5 Additional Shipping Information
Medtronic Confidential Page 13 of 23 U-Ship Script
01_Requestor_001_Script Additional Shipment Charges Information
A. Charged Cost Center. Mandatory field. By default, this will be the Requestor’s Cost Center. This field is editable and can be overwritten with the appropriate Cost Center value. B. Project Number. Optional field. Only for Requestor’s or Recipient’s reference. C. PO Number. Optional field. Only for Requestor’s or Recipient’s reference.
Medtronic Confidential Page 14 of 23 U-Ship Script
01_Requestor_001_Script Additional Information.
This is information is for the Recipient. The Requestor can pass along information to the Recipient. This information will be printed on both the Shipping Request and Proforma Invoice documents. Shipping Instructions. This is intended to provide specific packing or shipping instructions to the Shipping Department. This will only be printed on the Shipping Request document. Shipping Reason.
Mandatory field. Select from the drop down menu. Note: To get the RMA dialog box, the Requestor must select a “Return To Vendor” option. RMA. Select Yes/No. Input RMA(s) Number(s). Expected Delivery Date. Mandatory field. By default calculated by the application. Note: The Requestor can update the date, but will be prompted to provide a justification.
<
Medtronic Confidential Page 15 of 23 U-Ship Script
01_Requestor_001_Script 4.4.6 Review Shipping Request
The Requestor can review and edit all information input so far in the Shipping Request process.
Clicking <
A. The Requestor will have to print the Shipping Request. Click <
Medtronic Confidential Page 16 of 23 U-Ship Script
01_Requestor_001_Script after being printed. Note: The Shipping Request document must be printed to identify the materials and/or package to be shipped. B. Click the related check boxes. C. Click <
4.5 My Shipments
4.5.1 My Shipments
The Requestor can view, sort and filter all shipments. At status “Open”, the Requestor can edit or delete a Shipping Request.
At status “Submitted”, the Requestor can view the Shipping Request by clicking <
At status “Reviewed”, the Requestor can view the Shipping Request by clicking <
At status “Ready”, the Requestor can view the Shipping Request by clicking <
Medtronic Confidential Page 17 of 23 U-Ship Script
01_Requestor_001_Script
4.6 My Libraries
4.6.1 My Addresses
Medtronic Confidential Page 18 of 23 U-Ship Script
01_Requestor_001_Script The Requestor can sort the information by clicking on the column headers. The Requestor can add a New Address.
The Requestor can edit an address.
Medtronic Confidential Page 19 of 23 U-Ship Script
01_Requestor_001_Script The Requestor can delete an address. Confirmation for deletion message will be prompted.
4.6.2 My Items
The Requestor can sort the information by clicking on the column headers. The Requestor can add a New Item, and will be guided to the “Manage Item” screen. The Requestor will have to enter all the required information. The Requestor will not be required to enter Export Controls, but can choose to provide the information by selecting “This item will be exported” check box. The Requestor can edit, and update, an existing item. The Requestor can delete an existing item. Confirmation message will be prompted.
4.6.3 Item Return
Medtronic Confidential Page 20 of 23 U-Ship Script
01_Requestor_001_Script The Requestor can sort the information by clicking on the column headers. The Requestor will input the “Returned Qty”, and click <
4.6.4 Item Search
The Requestor can search the Medtronic U-Ship Items Database, for HTS codes, ECCNs, and Dangerous Goods. The Requestor can search on the Items: - Description (also search on Detail Description) - HTS Codes - ECCN Codes
4.7 International Trade Regulations
Medtronic Confidential Page 21 of 23 U-Ship Script
01_Requestor_001_Script 4.7.1 OnLine Help This page is accessible without being logged in. The Requestor can view and read all related Customs rules and regulations information.
4.7.2 Related Links This page is accessible without being logged in. This page provides multiple links to Medtronic and Foreign Trade Compliance related websites.
4.8 Help
4.8.1 Contact Us This page provides useful information in regards to the Logistics Team per Medtronic Shipping Locations.
4.8.2 Feedback This page will open an e-mail to report improvement or enhancement suggestions to the Administrators of the U-Ship application.
4.8.3 OnLine Help This page is accessible without being logged in. The Requestor can view and read all related Customs rules and regulations information.
4.8.4 Technical Support This page provides useful information on what to do if the Requestor encounters technical problems with this application.
4.8.5 Using This Site This page provides useful information on how to use this application.
Medtronic Confidential Page 22 of 23 U-Ship Script
01_Requestor_001_Script <
Medtronic Confidential Page 23 of 23