Surface ITV Portal Overview (Aug 2017)_Rnd 2 QA No. 42.pdf

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Generate EDI

(SITV)

Surface In-Transit Visibility Portal

(Carrier Originated)

August 2017

Contact Us:

Business Support Container Management

(PAT, ACAMS, JCM, CMM)

Email: usarmy.scott.sddc.mbx.pat-helpdesk@mail.mi mailto:usarmy.scott.sddc.mbx.pat-helpdesk@mail.mi

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Table of Contents

Surface ITV Portal Overview

Generate EDI

Query Submitted EDI

Invalidate/Revalidate EDI

ITV Records

FAQ’s

Request Access to PAT

Contact Us

User Profile/Email Subscription

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Surface ITV Portal Overview Surface ITV provides visibility of ocean and multi-modal cargo bookings, vessel schedules, and surface/multi-modal cargo moving in the Defense Transportation System. Integrated views include data from IBS, GATES, ISDDC and ocean carrier generated EDI 315 transactions and uploads.

In-Transit Visibility starts with the carrier taking possession of the cargo and does not end until the delivery. These events combine to make a lifecycle and can also be viewed in other portals throughout PAT in sub-grid form. The Generate EDI functionality within Surface ITV, gives users another form to generate necessary EDI for up to date accountability.

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Generate EDI From the BSCM Homepage Select Surface In-Transit Visibility Portal (SITV). This will take users to the Fusion Search page as the default.

From the available header options, select Generate EDI Search Cargo located under

GENERATE EDI and enter your search criteria. Then click “Search”.

Selecting the + will expand the subgrid, displaying already applied EDI transactions

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Select the checkbox(es) next to the shipments to generate a single EDI Event code for, then Select

The yellow caution notice will indicate which field(s) are requiring updates. Start with the EDI Event Information tab.

Select the EDI Event from the drop down menu (Delay EDI transactions must be requested via D-RAP)

Location Type selection will guide the Location ID/City and/or Location fields.

Most common selection is IM – Milstamp Water Port Code

Depending on the Location Type selection; you may start typing in the Location

ID/City or Location fields, and they will generate a selectable list of options

Event Date should be selected using the Calendar option to ensure proper date format when submitted

Event Time must be in military time (example 1630 for 4:30pm)

After EDI Event Information fields are updated/populated, select Save (This TCN) or Save

(This Booking) to verify that all error messages are corrected.

Save (This TCN) will only apply the updates to the TCN selected if there are multiple

Save (This Booking) will apply the updates to all TCNs listed on the left side of the page

Selecting Generate Event will also display the errors that need to be corrected;

however, it will not allow time to review other tabs prior to submittal if no additional errors are flagged.

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Errors on the TCN Level Information tab will be highlighted in Red. Most common is missing Container Details. For Breakbulk TCNs, these fields may be left blank. If one field is completed, all fields much be completed. The system will continue to highlight each error until all fields are populated.

Errors on the Booking Level Information tab will also be highlighted in Red. Most common missing field is the Commercial VOYDOC Number.

The Requestor tab is the submitter’s information. Name and ORG Name are populated based on information supplied via ETA Profile page. Please see the Edit Profile section of this document for assistance to update. Both email and phone fields are required, but may be updated to include a group email address if necessary.

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For additional guidance on the Request Fields, please utilize the Information Slideout featured along the right hand side of the request page.

Once all fields are populated correctly, select which will produce the following message in the top right hand corner of the page

Query Submitted EDI To Query EDI that has been submitted using the Generate EDI tool, select Generated EDI

Quick Search option under GENERATE EDI

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Pipeline Asset Tool (PAT) will pick up queued EDI approximately every hour and will apply EDI each evening to valid booked records. If a mistake has been made, the user may ‘Stop’ the EDI generation if it has not already been completed. Once the generation has been Stopped, Edits may be done.

Editing single TCNs will look different than the initial submission, however the process is the same. Fill out and/or update the fields necessary and select ‘Submit’

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Users may Stop multiple EDI transactions for multiple shipments, however, Edits must be made individually. To Stop the EDI, select the ‘Stop’ hyperlink or select the check boxes and then click ‘Stop EDI’ along the top of the results grid

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Invalidate/Revalidate EDI Surface ITV allows users to Invalidate or Revalidate EDI transactions using the EDI

Search option located under the SURFACE ITV heading

Use the search filters to located the shipment(s). Select the checkboxes next to the EDI Transactions to invalidate and then select ‘INVALIDATE’. The pop-up window requires a comment/justification.

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Once invalidated, the status update will be made visiable in the sub-grid beneath the transaction.

If an invaldiation was made in error, uses have the option to submit a revalidation using the same steps.

Simillarily, the successful re-validation will generate a remark section beneath the transaction.

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ITV Records ITV Records, located under the SURFACE ITV heading, is a wonderful search option to find EDI, booking information, Customs Documents, and update sources. Simply fill in the search fields to limit your search to a particular shipment or booking and click ‘Search’

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Beneath each record, the sub-grids will display a variety of useful information. The first will display all EDI that is matched to the record. The second will display any

CMM data that may have previously been applied. The third sub-grid will display any

GATES notify or pick up date information while the fourth will line out the GATES content TCNs received for the shipment. The final sub-grid will display and allow users to open any customs docs received that match to the shipment

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FAQ’s What is GEDI?

The Generate EDI tool is an additional tool for Carrier users to utilize to submit EDI for their shipments. PAT pulls in shipments from valid booking sources to minimize incorrectly submitted EDI transactions based on TCN/Container number matching logic. It also allows for a single EDI transaction to be applied to multiple shipments at one time for ease and convenience.

When is it used?

The GEDI tool is available for any EDI transactions other than Delay events. It can be used for all EDI events or to assist only in the instance another option is unavailable to ensure the 24 hour window is adhered to.

Why would I need to invalidate or revalidate an EDI transaction?

EDI submitted prior to a booking modification may have the same event retriggered with updated terms and both will match the shipment based on different matching logic.

Sometimes EDI is just erroneously submitted and incorrectly causes a Delay to end and an

EDI Invalidation is necessary.

I have submitted multiple EDI, why is only one event transaction visible under SITV?

EDI matches based on our key matching logic, if another EDI event is triggered with the same matching logic, the system will not apply a duplicate event to the sub-grid. Each EDI transaction sent to PAT will display in RAW ITV. Contact the helpdesk if any issues arise.

What user role is needed to generate/view shipments?

All users have the ability to view the data. Carriers will have accessibility to their SCAC(s) only.

Only helpdesk administrator as well as some Power Users have the ability to invalidate Delay EDI transactions or AV EDI transactions

Requests for an elevated user role can be emailed to:

PAT Helpdesk at usarmy.scott.sddc.mbx.pat-helpdesk@mail.mil

I have submitted EDI, why is it not populated under the booked record in SITV?

EDI takes approximately 24 hours to complete the matching process. If it has been more than 24 hours, there may be an issue with one of our key matching fields. Contact the helpdesk to quickly remedy the issue.

Have Questions or Comments? Need to Request access to PAT?

Please contact us at usarmy.scott.sddc.mbx.pat-helpdesk@mail.mil mailto:usarmy.scott.sddc.mbx.pat-helpdesk@mail.mil mailto:usarmy.scott.sddc.mbx.pat-helpdesk@mail.mil

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Request Access to PAT

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Contact Us Should you have any additional questions, concerns or comments please feel free to contact any of the individuals below.

Additionally you can send emails to the PAT Helpdesk directly by clicking on the BSCM

Homepage

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User Profile/Email Subscription

1. Click ‘Edit User Profile’ located under the USER PROFILE heading to view ETA provided details, update AOR Filters, and apply for Email Subscriptions.

2. Update any incorrect or missing profile information using ETA. Select Edit Profile under ‘My

Account’, make necessary adjustments and click ‘Save Changes’.

Contact the SRC Helpdesk to make updates

1-800-462-2176

Required fields, do not leave blank.

Activity should be Battalion, Brigade, Unit, or SCAC only

Required fields, do not leave blank.

Ensure Country lists physical location

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3. Update the AOR Filters to reflect at least one selection in each category. If no selections are made, the system will automatically select all upon saving your profile.

4. ‘Select All Consignee DODAACs’ is selected as default. If only a small selection of DODAACs is necessary, deselect the checkbox and type or paste DODAACs and click ‘Add DODAAC’

5. Email subscriptions are populated based on user role. Select email subscriptions conducive to your function and click ‘SAVE’