🚢 Q3 - Clearances
📝

Work Orders Management

Coordinate all customs-related work orders including entry filing, amendments, reconciliation, and special processing requests.

Capabilities

  • Entry filing work order creation
  • Amendment and correction requests
  • Reconciliation work orders
  • Special processing requests
  • SLA tracking per work order
  • Cost estimation and billing

💡 Use Cases

  • Create entry filing work orders for brokers
  • Request post-summary corrections
  • Initiate duty drawback claims
  • Order customs bonding services
  • Request expedited processing
  • Track work order completion and costs

Streamlined Work Order Management

Coordinate all customs work orders from request through completion with clear communication, SLA tracking, and cost management.

Work Order Types

Entry Filing

  • Formal entries
  • Informal entries
  • Entry types (01, 02, 03, etc. for US)
  • Pedimento types for Mexico

Post-Entry Actions

  • Amendments (corrections)
  • Protests
  • Prior disclosure
  • Liquidation appeals
  • Reconciliation

Special Processing

  • Expedited clearance
  • Weekend/holiday processing
  • Emergency entries
  • Split shipments
  • Consolidated entries

Value-Added Services

  • Bond procurement
  • Power of attorney processing
  • License applications
  • Certificate of origin
  • Classification opinions

Work Order Lifecycle

Request Creation Submit work orders with:

  • Service type
  • Priority level
  • Required documents
  • Special instructions
  • Budget approval
  • Deadline requirements

Assignment Route to appropriate service provider:

  • Customs broker
  • Freight forwarder
  • Consultant
  • Internal team

Execution Track work progress:

  • Status updates
  • Milestone completion
  • Document submission
  • Approval workflows
  • Issue resolution

Completion Final delivery includes:

  • Completed documents
  • Filed entries
  • Payment receipts
  • Supporting documentation
  • Invoice reconciliation

Mexican Work Orders

Pedimento Filing

  • Import pedimentos (A1, A3, etc.)
  • Export pedimentos (V1, V5, etc.)
  • Transit pedimentos
  • Virtual pedimentos (IMMEX)

Rectifications

  • Pedimento corrections (rectificaciones)
  • Complementary declarations
  • Cancellations

Special Programs

  • IMMEX registrations
  • OEA applications
  • NEEC certifications
  • VAT certification requests

SLA Management

Service Level Tracking Monitor performance against SLAs:

  • Response time
  • Processing time
  • Filing deadline
  • Document turnaround
  • Query resolution

Escalation Rules Automatic escalation for:

  • SLA breaches
  • Approaching deadlines
  • Missing information
  • Quality issues
  • Budget overruns

Performance Reporting Track provider performance:

  • On-time completion rate
  • Quality metrics
  • Cost variance
  • Customer satisfaction

Cost Management

Estimate Generation Detailed cost estimates including:

  • Filing fees
  • Professional fees
  • Government charges
  • Courier/handling
  • Additional services

Budget Approval Workflow for cost approval:

  • Auto-approval thresholds
  • Manager approval
  • Client approval
  • Change order process

Invoice Validation Match actual charges to estimates:

  • Line item comparison
  • Variance analysis
  • Dispute resolution
  • Payment authorization

Document Management

Attachment Handling Organize supporting documents:

  • Commercial invoice
  • Packing list
  • Bill of lading
  • Certificates
  • Permits
  • Prior entries

Document Requests Track document collection:

  • Request sent
  • Follow-up reminders
  • Receipt confirmation
  • Validation status

Output Documents Store completed work products:

  • Filed entries
  • Stamped documents
  • Payment receipts
  • Approval letters
  • Certificates issued

Communication Hub

Status Updates Automated stakeholder notifications:

  • Work order receipt
  • Assignment confirmation
  • Progress updates
  • Issue alerts
  • Completion notice

Collaboration Facilitate team collaboration:

  • Internal notes
  • Client communications
  • Provider messages
  • Document sharing
  • Decision tracking

Audit Trail Complete history of:

  • Status changes
  • User actions
  • Document updates
  • Communications
  • Approvals

Workflow Automation

Smart Routing Automatically assign work orders based on:

  • Service type
  • Location
  • Complexity
  • Provider capacity
  • Cost optimization

Template Library Pre-built templates for common requests:

  • Standard entry filing
  • Common amendments
  • Recurring services
  • Compliance requests

Approval Workflows Configurable approval chains:

  • Budget approval
  • Document review
  • Quality checks
  • Client sign-off

Analytics & Reporting

Volume Metrics

  • Work orders by type
  • Volume trends
  • Seasonal patterns
  • Processing capacity

Performance Metrics

  • Cycle time analysis
  • SLA compliance
  • Quality metrics
  • Error rates

Cost Analysis

  • Total spend by service
  • Cost per work order
  • Variance analysis
  • Budget vs actual

Provider Comparison

  • Performance benchmarking
  • Cost comparison
  • Quality assessment
  • Recommendation engine

Integration

  • Customs filing systems
  • Broker management systems
  • Financial systems
  • Document management
  • Communication platforms
  • ERP systems

Specialized Work Orders

Duty Drawback

  • Claim preparation
  • Documentation assembly
  • Filing coordination
  • Refund tracking

Foreign Trade Zones

  • Admission requests
  • Weekly entry filings
  • Zone-to-zone transfers
  • Destruction approvals

Temporary Imports

  • TIB (Temporary Import Bond)
  • Carnets
  • ATA carnets
  • Re-export tracking

Reconciliation

  • Quantity reconciliation
  • Value reconciliation
  • Tariff reconciliation
  • Prior disclosure

Ready to See Work Orders Management in Action?

Schedule a personalized demo to see how this module fits into your workflow