Citation Tracking Customer Establishment

The Citation Tracking Customer Establishment transaction is used to established a customer in the citation tracking system.

To process a Citation Tracking Customer Establishment

 

From the Dashboard Go To .....

Steps to Follow .....

Transaction Menu

1.Click the Transaction Menu button in the Main Menu Bar.

2.Navigate to Motor Carrier>Citation>Citation Tracking Customer Establishment(CTECUS) and click it.

Direct Command Line

1.   Enter CTECUS on the Direct command line, then press the Enter key.

Quick Navigation

From the Citation Tracking Customer Establishment screen

Click the Quick Navigation Button_QuickNavigation button on the Transaction Button bar to go to

Motor Carrier Citation Establishment

Overweight Citation Establishment

 

The Citation Tracking Customer Establishment inquire screen opens.

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Click to view full size

Toggle_Expanded   Search by Customer Number and Name

1. Enter one of the following from the MCS-1 or MCS-3 form in the Customer Number field.

IFTA License Number

MC Number

US DOT Number

Driver's License Number

2. Enter the full or partial name of the company or the name of the person cited (Last,First,M) in the Search by Name field.

If not found, the NO RECORD FOUND message will display. Click the Button_OKbutton and the Citation Tracking Customer Establishment transaction form will open.

If the name entered matches to any in the Citation Tracking System, the Motor Carrier Name Search Selection grid opens. If needed, use the Scroll Bar (on the right) to scroll down through the list. If the name and number are found, click the Button_Select button to the left of the name. This will open the Citation Tracking Customer Establishment transaction form and will pre-populate some of the fields.

3. If the company or person you are looking for is not found, click the Button_Close button and the Citation Tracking Customer Establishment transaction form will open.

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Click to view full size
Toggle_ExpandedSearch by Name (company or person)

1. Click the Yes radio button on the Assign line.

If the No radio button is clicked, then the customer number (IFTA, MC, US DOT or Driver's License number) and name must be entered before the search can be made.

2. Enter the full or partial name of the company or the name of the person cited (Last,First,M) in the Search by Name field.

If not found, the NO RECORD FOUND message will display. Click the Button_OKbutton and the Citation Tracking Customer Establishment transaction form will open.

If the name entered matches to any in the Citation Tracking System, the Motor Carrier Name Search Selection grid opens. If needed, use the Scroll Bar (on the right) to scroll down through the list. If the name and number are found, click the Button_Select button to the left of the name. This will open the Citation Tracking Customer Establishment transaction form and will pre-populate some of the fields.

3. If the company or person you are looking for is not found, click the Button_Close button and the Citation Tracking Customer Establishment transaction form will open.

Click to view full size
Click to view full size
Toggle_ExpandedSearch by CSS Customer Number

1. Click the Yes radio button on the Assign line.

If the No radio button is clicked, then the customer number (IFTA, MC, US DOT or Driver's License number) and name must be entered before the search can be made.

2. Enter the full or partial name of the company or the name of the person cited (Last,First,M) in the Search by Name field.

3. Enter the CSS Customer Number in the Search by CSS Customer Number field.

If not found, the NO RECORD FOUND message will display. Click the Button_OKbutton and the Citation Tracking Customer Establishment transaction form will open.

If the name or CSS Customer Number entered matches to any in the Citation Tracking System, the Motor Carrier Name Search Selection grid opens. If needed, use the Scroll Bar (on the right) to scroll down through the list. If the name and number are found, click the Button_Select button to the left of the name. This will open the Citation Tracking Customer Establishment transaction form and will pre-populate some of the fields.

4. If the company or person you are looking for is not found, click the Button_Close button and the Citation Tracking Customer Establishment transaction form will open.

Click to view full size
Click to view full size

 

Once the Citation Tracking Customer Establishment transaction form opens, fill in the required information using the MCS-1 or MCS-3 form. Click on the drop down box Button_Dropdown next to some of the fields to open a selection list.

 

hmtoggle_plus1Using the USPS Address Verification icon

The USPS Address Verification icon is used to verify any address in the US.

     After providing the required information explaining the need for the change to the address and receiving approval, you may change the address by using the United States Postal Service (USPS) look up for the new address.

To use the USPS look up, click the House button button next to the first line of the address.

1.Enter the zip code, city name or state code. The best match will be highlighted in blue. Click the Button_Select button to chose this option.

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Click to view full size

 

2.Enter the street name, organization or PO Box type. The best match will be highlighted in blue. Click the Button_Select button to chose this option.

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Click to view full size

 

3.Enter the house, apartment, suite number. The best match will be highlighted in blue. Click the Button_Select button to chose this option.

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Click to view full size

 

4.The SPOC Address Verification box displays the entered address. If it's correct, click the Button_Accept button. Select the Residential Jurisdiction or enter from the drop down box. mySelect will populate the address and jurisdiction.

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Click to view full size

 

hmtoggle_plus1Manually entering an Address

Use the Manual Address option to enter an address. Out of Country addressing are entered with this option.  

After providing the required information explaining the need for the change to the address and receiving approval, you may change the address by manually entering the new address.

To manually enter the address, click the Button_Hand button next to the first line of the address.

1.The address, city, state and zip code lines open and allows you to enter the address information.

2.Click on the drop down box Button_Dropdown next to the state or country fields to open a selection list.

3.Use the Selection Globe Button_Globe to narrow the search for city or zip code.

tip20px Use the Selection Globe on the zip code field to find and select a zip   code first and the city and state will populate for you.    

 

If entering and out of country address, enter the street address, city and country.

 

 

Topic Last Edited: 1/12/2017