Issues

1. Duplicate entries of the same partner will affect A/R and A/P tracking.

2. Using slightly different names for the same partner also affects receivables/payables monitoring.

3. Reports will become inaccurate or inconsistent.

Solution

When entering data, even if it is the same partner, you must assign all applicable partner types so the system recognizes it as one single entity (one unique partner code).

Partner Types in the System

1. Customer: The party buying services from your company — can be anyone: real customers, freight forwarders, agents, etc.

2. Provider: The party selling services to your company — can be carrier, airline, co-loader, trucking vendor, other vendors, agents, individuals, etc.

3. Agent: A party who may buy, sell, assign, or be assigned shipments.

4. Carrier / Transport Operator: The party physically performing the service — carrier, airline.

5. Document Party: Shipper / Consignee / Notify Party (as shown on shipping documents).

6. Your Own Company: Used when the partner refers to your internal entity.

Guideline for Entering Partners into the System

1. If the party is ONLY a Customer (buyer)

→ Enter them in the Customer List.

2. If the party is ONLY a Provider (vendor / seller)

→ Enter them in the Partner List and select one or multiple applicable provider types.

3. If the party is BOTH a Customer and a Provider

→ Enter them in the Customer List,
→ and select one or multiple Provider types during entry.

4. If the party is an Agent who ONLY handles nominated cargo for you (sells service to you)

→ Enter them in the Agent List.

5. If the party is an Agent who BOTH handles shipments AND books cargo / nominates shipments back to you

You may do either:

• Enter in the Customer List, then select Agent as an additional type,
  OR

• Enter in the Agent List, then select Customer as an additional type.

Tax ID Entry Rules

1. Domestic customers: → Use the official Tax Identification Number (TIN).

2. Agent customers: → Use the WCA ID (WCAXXXXX) or JCTRANS ID (JCTXXXXX).

3. Customers not belonging to any association: → Use the office telephone number as the standard ID.

4. Overseas customers (direct customers abroad): → Use the office telephone number as the standard ID.

5. Individual customers (domestic or overseas): → Use the mobile phone number (Country code + Phone number).