in-state cigarette importer’s report - florida department of … · 2018. 4. 19. · sold to...
TRANSCRIPT
In-state Cigarette Importer’s Report
Log in with the User Id and Password provided through the EDS registration process and click on the Login button. If you have not registered, click on the New User? link. If you cannot remember password, click on Forgot Password?
Choose the license that you are filing the report for from the drop down menu . If you are using the FTP bulk upload process then you can click on the Upload to FTP Server link . If
you are entering the detail manually or uploading only Transaction Data, click the correct report link under File a New report
Filing a New Report
Upload to FTP Server
The FTP Bulk Upload process to file your reports is detailed here. If you are using this method and click on the Upload to FTP Server
link you will see this screen. From here you would click Browse and choose the file that you wish to upload. This is one optional
method for filing reports and is complete at this step. If you are Manually entering data or uploading Transaction Data See the rest
of the Tutorial below.
Filing out the General Information Tab
The General Information tab will auto populate with information provided during the registration process. A Reporting Period month and year must be selected. A selection from the Amended? pull down menu is also required. Only if the report gets amended, should “Yes” be selected from the drop down box. Add the Report Submitted By name, which is the person verifying the submitted information. Once completed, click on the Save button.
How to Record Receipts
How to Record Receipts
Select a Pack Size from the pull down menu.
After selecting a Pack Size, enter in the Entry No and the Entry Date from the Federal Customs form. Please select a Country of Origin.
How to Record Receipts
Fill out the Name of Supplier field as well as the Address field. Please be thorough and accurate.
Enter in the Invoice number as well as the Quantity and then click on the Add Transaction button.
How to Record Receipts
When a transaction is successfully added, it will appear under the Add Transaction button. The transactions will then be summarized under the Receipt Summary header.
How to Record Receipts
Entering Report Detail
Invoice Information The invoice date and invoice number must
match exactly what is printed on the invoice.
This is for any invoice for product you receive or selling and invoicing to another
licensee.
No other data should be used in these fields.
Report Detail
You must select a Transaction Type from the pull down menu. For an overview of Transaction Types, review the next two slides.
Transaction Type Overview
Sold to Florida Distributors- A sale to a licensed Florida distributor Sold out of State-A sale to an entity outside of Florida - A permit/license number is not required for this transaction type, but a specific name and address must be included. Returns from Distributors-The return of product sold to a licensed distributor Sold to Military-The sale of product to an entity that is part of a military base. These transactions are recorded using the permit/license number for the applicable base name only. Products Destroyed- Products destroyed on site Other in, Other out-These should be used for any transaction that falls outside of the normal transaction types and are to be approved by your ABT district office.
Select a Pack Size from the pull down menu.
Report Detail
Stamped or Unstamped is an option to choose for the Returns from Florida Distributors Transaction Type only.
Using the Lookup Feature
There are two ways to search for licensees via the Lookup feature. If the license number is known, enter the number in the Florida License/Permit # field and select the Lookup button. If the name of the licensee is known, enter the entire name or enter the first part of the name followed by the % sign in the Name of Supplier/Purchaser field. Select Lookup. The % will start a wildcard search and provide a greater chance of finding the licensee.
Multiple Lookup Results
In the event of multiple returns from using the Lookup feature, a popup window will appear with possible options based upon the search criteria. Select the appropriate row and the fields on the Detail tab will populate with the licensee’s information. The Valid Until column will only return a status of “Active” or an expired date value. An expired date in this column means that the actual license expired two months prior to that date and can no longer be used in EDS. If a transaction occurred within that two month time frame, contact EDS Support at [email protected]. The columns can now be sorted using the triangles in the column headers, but the default sort is by business name. The triangle of a sorted column will appear grey and only one column can be sorted at a time. An arrow pointing down shows a sort in descending order. A upward arrow represents an ascending order sort.
Multiple Lookup Results - Continued
Search Within Results allows the user to filter the search results locally. The filter functionality will hide rows that do not match the filter criteria. The filter will match across any column value.
If the user does not see the needed license, select Cancel and contact the EDS Help Desk at [email protected]. Supply the name and address of the business if possible.
No Results Using the Lookup Feature
If an invalid or unrecognized license number is entered, a red error message displays, “Enter a Valid License Number”
A licensee’s name and/or their license number can be verified by navigating to the list of beverage distributors on the Division’s site here.
You must include an Invoice #, Date, and Quantity before a transaction maybe added. If information has been entered incorrectly, you may click clear all to clear the fields.
Click on the Add Transaction button to record a transaction.
Report Detail
A successfully added transaction will show underneath the Add Transaction button.
The Product Transaction Summary shows all transactions grouped by PackSize.
Once all transaction detail has been added, click on the Summary of Transactions tab.
Report Detail
Upload Multiple Transactions
EDS now allows for the upload of multiple transactions as long as they are formatted in the correct way. To begin click the Upload Multiple Transactions button.
To begin formatting your Transactions correctly, first download the template.
The Template is in .csv format. Manipulate your data in Spreadsheet form to fit the labeled columns correctly
For Transaction Type, Pack Size ID and Stamp Type ID codes you will need to Download Lookup Legend.
The lookup legend shows what all the transaction codes are that need to be used to format any type of report.
There are two links to download for the complete Business Entities listings here under Add DBPR Business
Entities.
When your file has been formatted and saved click the Browse button to find the file.
Choose your file and click Upload.
The dialog box will show if records are accepted as valid. Valid records may be added but if there are any invalid records you may want to correct them and upload again before adding. Any transactions added will be duplicated if added again.
If records are rejected the dialog box will show which ones with the reasons why so that it may be corrected and uploaded again.
Any accepted uploads will show in the Transaction Detail. You can enter the detail that was not accepted manually or correct the indicated errors
in the file and upload again. It is necessary to remove the correct records from the file before
uploading a new file that corrects the previous errors. EDS will duplicate transactions if they are uploaded multiple times.
Tip: Save your upload templates and use them to help with filling in subsequent
reports.
Inline Sorting of Detail
To help with finding detail that has already been entered EDS offers sorting by certain fields. Any column with a darker labeled header
may be clicked on and the data will be sorted in ascending or descending order by that field.
Changing and Deleting Entries
An entry can be changed or deleted using the radio buttons at the far right of each entry.
Changing an Entry
Click on the Icon to change an Entry. You can change any of the fields shown in white.
When complete click on the Icon to save changes. You will see a notice that the transaction was added successfully.
If You did not need to make a change click the Icon to cancel.
The Summary of Transactions page is where inventory will be recorded.
Click the Load Prior Inventory button to Import
the previous month’s ending inventory to the current
month’s balance on hand.
Enter ABT or certified Inventory if you have that figure from your Auditor .
Once complete Save and click on the Continue to
Review & Confirm button.
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Summary of Transactions
Review Information one last time then click Save. Then click Submit Report.
Submitting The Report
This is the Confirmation page. You must receive this page for your submission to have been successful.
If you have not received this confirmation page, contact EDS support.
This is a screen shot of a Confirmation page for a Submitted report. If you have not received this confirmation page, contact EDS support. You may access your report by clicking on the Home or My Reports
link and view the report from the Submitted Work link.
Confirmation and Accessing a Saved or Submitted Report
Accessing a Saved or Submitted Report
From My Reports click on the appropriate report number for the Saved or submitted report you wish to work in.
From Home or after logging in choose the license from the drop-down menu that you wish to view reports from and click on the appropriate saved report. Saved reports will appear under Saved Work.
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Amending a Submitted Report
To amend a submitted report, open the link under Submitted Work. On the General Information tab, change the Amended? field to “Yes” and proceed to make the necessary report changes before saving again
and then resubmitting.
Contact EDS Support for technical questions or to report a problem. If you need assistance filling out a report, contact your district office.
Technical Support