Overview

The Maintenance Menu is the control center for reference codes and master data used throughout FasTrax—entries, in-bonds, billing, and EDI/ABI. Keeping these tables accurate reduces keystrokes, prevents ACE rejections, and ensures reports and invoices are consistent.

Who should use this: supervisors, power users, and authorized data stewards.
Change impact: updates take effect immediately across programs that reference the table.

How Reference Codes Are Used

Validation & Lookups

Port, FIRMS, carrier, airline, country, and UOM tables validate user input and drive auto-complete lookups on program screens.

EDI/ABI Transmissions

Clean codes help avoid rejects (e.g., invalid port/FIRMS/SCAC). Master records provide defaults for ACE filings.

Billing & Reporting

Customers, vendors, and contract rates feed invoices, accruals, and operational reports.

Key Tables & Masters

Masters

Customer Master — accounts, terms, contacts, defaults.
Vendor — remit-to/payables setup.
Party Entry — importers, consignees, notify parties, etc.
Manufacturer / Shipper / Grower — MID and shipper data.
Import Contract Rates — rating and service contracts.

Code Tables

Foreign Port Codes & Domestic Port Codes
FIRMS Codes — terminals/warehouses.
Carrier Codes — SCAC/IATA identifiers.
Airline Codes
SCAC Codes
Reporting Unit Codes (UOM)
ISO Country Codes
PGA Licenses/Permits/Certificates
Miscellaneous Codes

Getting Started

Review existing tables in Maintenance Menu.
Back up critical lists via the Print Options (CSV/Excel or hard copy).
Add or update records: search first to avoid duplicates, then Add or Edit.
Test changes on a non-critical entry or in-bond to confirm validations and defaults.

Governance & Access

Roles & Permissions

Viewer: may print/export reference lists.
Editor: may add/edit records; cannot change security.
Admin: may manage tables and access controls.

Change Control

Document significant changes with a brief remark ([] keywords).
Deactivate rather than delete when history is needed.
Coordinate with Compliance for code set changes (ports/FIRMS/SCAC/UOM).

Audit & Traceability

Where enabled, audit logs capture who changed what and when. Include a ticket or change ID in remarks for future reference.

Quality Checks & Tools

Duplicates: search by name/code and common variants before adding new entries.
Inactive/expired: mark obsolete items inactive; avoid reusing codes.
Effective dates: for rates/permits, use dates to avoid mid-period surprises.

Print & Export

Use the Print Options (15–25) from the Maintenance Menu to generate clean lists for audits and operations. Most lists support CSV/Excel export and a print-friendly layout via the page Print button.