System Maintenance

Add Port / Place

Create a new port or place in the master list.

On the Port / Place list click Add Port / Place to open Port/Place Information. Say whether it is a Port or a Place and a USA or Foreign port, type the name and Schedule D/K code, pick the country and the location, add notes, tick the types that apply, then save.

Open in Info-X

The screen

1234567891011121314151617181920

What each number means

  1. 1
    Port/Place Information

    Title of the pop-up that creates a new port or place.

  2. 2
    Entity Type

    Choose whether this record is a Port or a Place.

  3. 3
    Port / Place choice

    Port for sea terminals, Place for inland points.

  4. 4
    Port Type

    USA Port or Foreign Port.

  5. 5
    USA Port / Foreign Port

    USA Port for US facilities, Foreign Port for everywhere else.

  6. 6
    Port Name *

    Name of the port or place, e.g. NEW YORK.

  7. 7
    Port Name box

    Type the port or place name here (mandatory).

  8. 8
    Schedule D/K Code *

    Schedule D / K code used on export and import filings.

  9. 9
    Schedule D/K Code box

    Type the code here (mandatory).

  10. 10
    Country ISO Code *

    Country the port or place sits in.

  11. 11
    Select Country

    Pick the country from the dropdown (mandatory).

  12. 12
    Location (LOC Code) *

    Location code that links this record to the Locations master.

  13. 13
    Select Location

    Pick the location from the dropdown (mandatory).

  14. 14
    Notes

    Free-text note about this port or place.

  15. 15
    Notes box

    Type any extra detail here — optional.

  16. 16
    Type

    Kinds of facility this record covers.

  17. 17
    Type tick boxes

    Port, Rail Terminal, Road Terminal, Air Port, Postal Exchange Office, Multimodal Location, Fixed Transport Functions, Inland Port, Border Crossing.

  18. 18
    * Marks are mandatory fields

    Fields with a red * must be filled in before you can save.

  19. 19
    Save

    Saves the new port or place and adds it to the list.

  20. 20
    Close

    Closes the pop-up without saving.

Hover a number to highlight its explanation. Click the screenshot to zoom.

Key areas

1

Entity & port type

Port or Place, and USA Port or Foreign Port.

2

Identification

Port Name, Schedule D/K Code, Country ISO Code and Location (LOC Code) — all four are mandatory.

3

Type

Tick what this place is: Port, Rail Terminal, Road Terminal, Air Port, Postal Exchange Office, Multimodal Location, Fixed Transport Functions, Inland Port or Border Crossing.

How to use it

  1. 1Open System Maintenance → Port / Place and click Add Port / Place.
  2. 2Choose Entity Type: Port or Place.
  3. 3Choose Port Type: USA Port or Foreign Port.
  4. 4Type the Port Name and the Schedule D/K Code.
  5. 5Pick the Country ISO Code from the dropdown, then the Location (LOC Code).
  6. 6Add any Notes and tick the Type boxes that apply.
  7. 7Click Save.

Tips

  • Port Name, Schedule D/K Code, Country ISO Code and Location (LOC Code) carry a red * and must be filled in.
  • Pick the country first — the Location (LOC Code) list is filtered by it.
  • Tick every Type that fits; one record can be both a Port and a Multimodal Location.
  • Use Close instead of Save to leave the record unsaved.