Overview

The Entry Summary (CBP Form 7501) workflow is used to prepare the accounting and declaration details required by U.S. Customs and Border Protection for imported merchandise. FasTrax organizes the Entry Summary process into a shared set of screens: Entry Header, Invoice Classification, Tariff Lines, Line Additional Information, and Party Definition.

This workflow supports both Formal and Informal processing. Field availability and validation will vary by Entry Type, shipment method, and your site’s ACE configuration.

Navigation notes

Use Enter to accept a value and advance through prompts.
Use standard FasTrax lookup keys (for example / (Slash)) where enabled.
Related screens are reached through command-line options or screen-level functions.

Pre-Requisites

Prior to entering any CBP Form 7501 Entry Summary information, a shipment file must already exist. Create the shipment by using the Open File screen to establish the Department and File No. that will be used throughout the entry process.

Before completing an Entry Summary, confirm that required master data exists and is current. Clean setup prevents delays, duty miscalculations, and ACE rejects.

Importer / Consignee / Broker setup
Verify the importer and consignee records include correct identifiers (EIN/IRS), addresses, and any bond-related information required for the entry type.
Party records
Ensure common parties (seller, buyer/sold-to, manufacturer, ship-to, consolidator where applicable) exist in the Parties database and are standardized (spelling, address, country codes).
HTS and rates
Confirm HTS classification availability and that your duty logic (special tariffs, ADD/CVD, etc.) is configured as required.

Best practice: validate party data and invoice documents before building tariff lines to avoid rework.

Entry Summary (Header)

The Entry Summary Header captures the key identifiers that drive entry creation, accounting, and reporting. This includes importer/consignee, ports, dates, entry type, and tracking references used across the related screens.

Start here to establish the controlling data elements. Once the header is complete, proceed to Invoice Classification and then build Tariff Lines for duty calculation.

Key prompts

Department / File No — Internal tracking. Used for creating or retrieving the entry record.
Initial Date / Operator — System-stamped creation date and user.
Entry Number — Entry/summary identifier (when assigned or entered).
Imp. of Record — Importer of Record responsible for the entry.
Consignee — Party receiving the goods.
Entry Type — Controls the Entry Type process and related validations. Enter / to view the list. See Additional Entry Types
Live? — Indicates whether the record is a live entry vs training/test (site usage may vary).
Est. Entry Date — Expected entry date (operational tracking).
Import Date — Import/arrival date used for reporting and compliance.
Export Date — Export date when applicable (special workflows / reporting).
Port of Ldg — Port of lading/loading (as used by your process).
Port of Unldg — Port of unlading (arrival port).
Entry Port — Port of entry (jurisdictional CBP port).
Statement Type — Determines statement processing and grouping behavior.
Elected Stmnt Date — Date used when electing statement timing/logic.
G.O. No / G.O. Date — General Order tracking fields when applicable.
I.T. No / I.T. Date / I.T. Port / I.T. Carrier — In-Transit tracking fields when applicable.
Loc of Goods / DES Port — Location and destination port references for operations.
Manifest No / MfSt Itm No — Manifest identifiers when available.
Mawb - OB/L — Master airway bill / Ocean bill of lading reference.
Quantity — Summary quantity indicator (context depends on workflow).
Recon Flag — Indicates reconciliation participation/intent (site usage may vary).
Memo Line — Free-text internal notes for quick identification.
Agent — Assigned internal agent or handler.

Tip

Confirm the header parties and ports before building invoice/tariff lines—most downstream corrections start here.

Modify Line / Command Options

From the Entry Summary Header screen, the command line provides several Modify Line options that allow you to navigate to related sub-screens, update supporting data, or control how changes are saved. These options are typically entered at the command prompt at the bottom of the screen.

Line# — Returns you to one of the previously entered prompts for the specified line number so values can be reviewed or corrected.
(Q)uit — Exits the Entry Summary screen without saving any changes made during the current session.
(B)ls — Calls the Bill of Lading (BL) screen, allowing you to view or update bill-level shipment details.
(W)rksht — Calls the Worksheet (EDI) screen. This option is available only for customers using EDI Commercial Invoice Loading and is used to review or adjust invoice data imported via EDI.
Pa(R)ties — Calls the Parties screen, where importer, consignee, seller, buyer, manufacturer, and other related parties can be reviewed or updated.
(A)ddl — Calls an additional sub-screen used to enter Phytosanitary Certificate Number(s) when required for agricultural or regulated commodities.
(P)ost — Saves all changes entered on the current screen and automatically advances to the Invoice Classification screen.
(DONE) — Saves all current changes and returns to the top of the Entry Summary Header screen without advancing to another screen.

Entry Types — Warehouse Entry & Warehouse Withdrawal

Certain Entry Types may call an additional sub-screen or prompt for additional information. Two common examples are Entry Type 21 — Warehouse Entry and Entry Type 31 — Warehouse Withdrawal.

Where this applies

This section documents the warehouse-related behaviors triggered from the header field 6. Entry Type.

Entry Type 21 — Warehouse Entry

When Entry Type = 21, FasTrax opens the Warehouse Information Entry sub-screen. Use this screen to record the bonded warehouse location and key warehouse metrics. These values are used for warehouse tracking and downstream reporting.

Warehouse Location — Bonded warehouse code/location (and descriptive name).
Warehouse Date — Date the goods were placed into the warehouse.
Quantity Warehoused — Quantity placed into the warehouse.
Units — Unit of measure for the warehoused quantity (e.g., CTNS).
7501 Notes — Optional notes to appear in internal reference / filing context.

Entry Type 31 — Warehouse Withdrawal

When Entry Type = 31, FasTrax opens the Re-warehouse or Withdrawal sub-screen. Use this screen to identify the originating warehouse entry and specify the withdrawal quantity and withdrawal type.

Orig Entry No — The original warehouse entry number the withdrawal applies to.
District Port — District/port associated with the warehouse activity.
Warehouse Date — Original warehouse date (reference).
Qty Warehoused / UOM — Reference quantity and unit from the warehouse entry.
Warehouse Loc — Bonded warehouse location code.
Withdrawal Qty / UOM — Quantity being withdrawn and the associated unit.
Final Withdrawal — Indicates whether this is the final withdrawal for the warehouse entry.
Withdrawal Type — Withdrawal classification used for reporting and processing.

Tip

For withdrawals, confirm the Orig Entry No is correct before entering quantities. Incorrect origin entry references are a common cause of warehouse balancing issues.

Single Party Definition

Single Party Definition assigns the party records used for entry reporting and compliance. If the same party applies to every tariff line on every invoice, enter the party account. Otherwise enter MULTI and provide parties at the line level where prompted.

Manufacturer (via MFG file) — Manufacturer party reference.
Buyer/Sold To (via PARTY file) — Buyer / sold-to party reference.
Seller (via PARTY file) — Seller party reference.
Consignee (via PARTY file) — Consignee party reference.
Ship To (via PARTY file) — Ship-to party reference.
Consolidator — Optional where used.
Cont Stuff Loc — Container stuffing location (optional where used).
GBI Exporter / Distributor / Packager — Optional party roles (site usage may vary).

Note: Your site may treat some party roles as optional. However, missing party data can reduce reporting clarity and create follow-up during audit or reconciliation.

Invoice Classification

Invoice Classification stores invoice-level values used for duty calculation, reporting, and valuation. An entry may include one or more invoices. FasTrax uses invoice values and charges to calculate prorated line values and total duty.

Adjustments entered on this screen allow you to add to or deduct from the declared invoice value in order to arrive at the correct dutiable (market) value, in accordance with CBP valuation rules.

Inv No — Invoice sequence for this entry.
Imp Ref/PO# — Importer reference or purchase order tied to the invoice.
Exprtr Ref # — Exporter/supplier invoice reference (when provided).
Hawb No / Sub-Hb No — House bill references when applicable.
Pieces / Weight — Shipping metrics used for reporting (units and qualifiers may apply).
Country Org / Country Exp — Country of origin and export used for duty and program logic.
City of Curr — Currency country indicator (site usage may vary).
Exch. Rate — Exchange rate used to calculate Value US $.
Related (Y/N) — Related-party indicator affecting valuation rules.
Visa Entry? — Indicates visa requirements where applicable.
Inv Value / Value US $ — Declared invoice value and the computed USD value.
Proratable (-/+) — Adjustments that are prorated across lines (adds or reductions).
Non-Pro (-/+) — Adjustments not prorated across lines (adds or reductions).
Charges — Additional charges affecting totals (site valuation rules apply).
Net Ent Value — System-calculated net value used for line distribution.
Line Ent Value — Total value allocated to lines (USD).
Ttl Duty Amt — Total duty calculated from tariff lines for this invoice.

Valuation note

Enter charges consistently (freight/insurance/assists) so line-level values and duty calculations remain accurate.

Line Item Additional Information

Line Item Additional Information stores supplemental product and compliance details that may be required for certain classifications, trade programs, PGA requirements, or audit support.

Part Number — SKU/part identifier (internal or supplier).
Commodity Desc — Clear commercial description supporting classification.
Item Qty — Line-level quantity reference where used by workflow.
Manufacturer — Manufacturer reference for compliance and reporting.
Agr Lic No — Agriculture license number when required.
Class Ruling — Ruling reference tied to classification.
PO Number — Purchase order reference (line-specific if needed).
NAFTA NC Ind — Trade program indicator (legacy naming may remain by site).
Cert/Lic No — Certificate or license reference number when required.

Best practice

Use consistent manufacturer naming and keep commodity descriptions specific enough to support HTS and audit review.

Tariff Line Items

Tariff Lines are the commodity-level declarations used to calculate duty, fees, and statistical reporting. Each line includes classification, quantity/unit, duty rate, item value, and computed duty amount.

Line# — Sequence of the tariff line within the invoice/entry.
Cty — Country code tied to the line (often origin).
Tsusa/HS No. — Classification number used for duty/statistical reporting.
Quantity / Unit — Statistical quantity and unit of measure.
Duty Rate — Rate applied (ad valorem or specific).
Item Value — Value applied to the tariff line (typically prorated from invoice).
Dty Amnt — System-calculated duty amount for the line.

Command-line actions on this screen commonly include modify line details, calculate duty totals, delete lines, jump to top, and post/save changes.

Tip

Build lines in a consistent order (major HTS first) and verify quantity/unit pairs match reporting requirements to reduce corrections later.

Best Practices

Start with the header: validate importer/consignee, entry type, ports, and key references before invoice and tariff work.
Normalize invoice charges: enter freight/insurance/assists consistently so prorated line values remain accurate.
Be deliberate with units: ensure quantity/unit pairs align with HTS reporting expectations to reduce corrections.
Use MULTI when needed: if parties vary by line, enter MULTI and assign correctly at the line prompt.
Document exceptions: use the memo/comment style fields available in your workflow for handoffs and audit notes.

Frequently Asked Questions

What is the best order to complete the Entry Summary?

Complete the Entry Header first, then finish the Invoice Classification. After invoice values are correct, build Tariff Lines, add any required Line Additional Information, and finish Party Definition.

Why does the duty total look wrong after I enter invoice value?

Duty is calculated from Tariff Lines. Confirm your HTS numbers, duty rates, and quantity/unit pairs. Also verify invoice charges and whether they are entered as proratable vs non-proratable, since those impact item values.

When should I use MULTI on the Party Definition screen?

Use MULTI when a party role differs by tariff line (for example manufacturer differs by item). If the same party applies to every tariff line on every invoice, enter the party account directly.

Do I need to complete Line Item Additional Information for every tariff line?

Not always. It depends on your commodity, trade program claims, and any PGA or compliance requirements. However, providing clear descriptions and correct manufacturer references is a strong best practice for audit support.

What should I double-check before transmitting or finalizing an Entry Summary?

Verify importer/consignee and ports on the header, invoice values and charges on Invoice Classification, and confirm HTS, quantities, and duty rates on Tariff Lines. If parties vary by line, confirm party assignments are correct.