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How to pull an ACE ES-003 report SOP


 

PURPOSE  How to log into ACE, and pull an ES-003 report and CITTA ES-003 report for claims filings and scoping.

STEP 1 — Log into ACE: Login

STEP 2 — Click on Non-CBP Users:

STEP 3 — To find Company Logins, go here:

STEP 4 — Click Reports

STEP 5 — Pull both — ES-003 Entry Summary for Sales & CITTA ES-003 for Claims filings

● Filter on Trade account ACE ID

● Filter on Entry Summary Date (Begin, always go back 5 years)

● Filter on Entry Summary Date (End, current date)

STEP 6 — Click Run

STEP 7 — Click Download (only in Excel or CSV)

STEP 8 — Once loaded, drag and drop into Teams.

STEP 9 — Then save in current clients and name it OldestDateRange-CurrentDateRange_ClientName_ES-003 Entry Summary Line Tariff Details

Example: