NSLS Shipping Procedures

For shipments arriving at the NSLS from other locations, please ship via Federal Express. If this is not possible, or if you have any questions, please contact Eva Callister at 631-344-4336, or the Brookhaven National Laboratory (BNL) Receiving Department (631-344-2300) for assistance. You may also contact NSLS support staff member Joan Marshall at 631-344-3887. The information that will be requested is:

  • # boxes and weight in pounds
  • The location from which the package originates (name, address, phone #)
  • What the package contains
  • What the package contents will be used for

Each NSLS user should expect to pay prior to their shipment coming into Brookhaven National Laboratory. If the shipment is of high dollar value and will incur the duty of over $1,000.US, the BNL broker should be used to apply for duty-free entry.

For shipments leaving the NSLS, all shipments must leave from Bldg. 98 and must have a Shipping Memo, a signed Process Knowledge Certification Form, and MSDS paperwork, if required (see http://www.nsls.bnl.gov/esh/safety/shipping.htm for additional information regarding MSDS paperwork or shipment of hazardous materials). NSLS users and staff, who do not have access to the web, please see Joan Marshall (room 2-177).

If you do not have access to PeopleSoft Financials, you will need to fill out a Request for System Access form. http://intranet.bnl.gov/bsd/files/pdf/revisionform.pdf. See Joan Marshall for assistance. Brian Boyle must approve the form and it will be faxed to the Information Technology Division (ITD) to process. The following business day you should have access to the system. From PeopleSoft Financials click Request/Forgot my Password to obtain a temporary password.

To access the Shipping Memo form, go to the BNL homepage, click on PeopleSoft Financials, Enter your User ID (Life Number) and Password and click on the Sign-In Button. Click on Dept Admin Home Page, then Shipping Memo (or after choosing PS Financials, you may click on Manage Shipments, then Use, then Shipping Memo).

To search for existing Shipping Memos, go to the tab entitled "Find an Existing Value", enter the search criteria and click on the Search Button. Searches can be done for existing Shipping Memos by Shipping ID, or Shipping Memo Status. Please Note: You will only be able to view shipping memos that you have created.

To add a new Shipping Memo:

  • Click on the "Add a New Value" tab then click the "Add" Button.
  • The first page is called RTV Instructions if the material is to be returned to the vendor - click on the box "Return to Vendor".
  • If it is a return to vendor item you need to fill in the reason (use drop down) and choose "Return for Credit or Return for Replacement"
  • In the header section:
    • Fill in the "Ship to" information
    • Check the Employee ID, Dept., Bldg., Name, Ext., Tech. Contact, and Contact Phone
      • NOTE: Make sure to include a phone number where you can be reached in case shipping has any questions regarding your shipment
    • Enter a Purchase Order Number if needed
      • If you enter a PO number, the information from the PO will automatically pre-fill the Shipping Memo. If this is not the correct address to return the material override the address. At this point, you can choose whether to Credit, Exchange, or Return for Replacement.
    • Enter number of piece(s) being shipped
  • In the Questions tab:
    • Choose Ship Method (drop down list)
    • Choose Ship Payment (drop down list)
    • Enter Project and Activity
    • Category 316 and Type MATER pre-fills automatically. These apply to the shipment, not the items being shipped
    • Read the 4 questions,
      • If "Yes" applies, click on the box next to the question
      • Whether the questions do or do not apply, you must click on the box for the following question, "Are all questions answered?" This confirms that all questions were read
  • In the Shipping Lines tab:
    • Enter a complete description of the item(s) being shipped (this field is limited to 50 characters)
      • Important Note: Do NOT abbreviate chemical names
    • Enter quantity to ship
    • Enter unit of measure
    • Enter cost (this can be zero)
    • Enter Return Material Authorization (RMA) Number and Line
    • Check the box if you are shipping a capital equipment item and enter the Tag Number
  • In the Comments tab:
    • This section is required. You must enter a reason for the shipment. Your Shipping Memo will be denied if a reason has not been entered or is incomplete. The Shipping Memo cannot be submitted without the comments.
    • If you wish to have your comments sent to the receiver of the shipment, check the box "Send Comments to Shipment Receiver?" and Shipping will include your comments with the shipment.
    • If you click on the arrow next to the Comment's page you will see "Foreign Comments". If you shipment is going overseas the Export Control Group will review the purchase order for any discrepancies or export licenses that may be required. Please put in as much information as you can to help them determine how to proceed with the shipping memo. Once they approve the shipping memo they will electronically forward it to Shipping.
    • The next tab is called "Attachments" if you require that a document be included in the shipment please scan it in and attach it to the shipping memo.
  • Save and Submit:
    • When you click on save, a message with the assigned number will appear. Click OK.
    • Click on Submit
      • Note: PLEASE Review the Shipping Memo before you Submit.

To print a shipping memo:

  • Go to the Ship Memo Header page and select the Print Button, click OK
  • You will receive an email message with the Shipping Memo Number; the Shipping Memo will be attached as a PDF doc.
  • Open the PDF doc and print

IMPORTANT NOTE: You must attach the Shipping Memo and a Process Knowledge Form to your package.

Once the Shipping Department has sent your package, you will be able to view the Approval, Shipped dates, Carrier, Bill of Lading, Weight, and Cost on the Ship Memo Header Section.




Procurement and Property Management Division
Traffic Office Building 98
BNL
P.O. Box 5000
Upton, NY 11973-5000
Phone (631) 344-2300
Fax (631) 344-4910
jencius@bnl.gov
 
managed by Brookhaven Science Associates
for the U.S. Department of Energy
 
 

Memo

date: April 27, 2009
to: NSLS
from: P. Jencius
subject: Shipping Procedures - NSLS
 
As per your request, I will outline the shipping procedures regarding shipments directly from NSLS. Under normal circumstances, all packages, for shipment from the Lab, have to be picked up, by the carrier, at building 98. This is to insure that all hazardous materials have been properly identified and are packed according to the Department of Transportation (DOT), 49 Code of Federal Regulations (CFR). These regulations govern all shipments throughout the United States. In addition, the Lab is required to follow International Air Transport Association (IATA) regulations, which govern air shipments.

The requisitioner may make arrangements with their own carrier. However, all shipments still must leave from building 98. Detailed information about these shipments must be noted on the shipping memo in the section: "Justification for Premium Transport (Refer to S&M S. O. P. 171.4) and/or Additional Instructions." This includes the name of the carrier, their telephone number, RMA #'s and an account number (a FedEx account number is acceptable).

I am aware that from time to time there will be shipments, which require us to make exceptions to the normal procedures. These unique circumstances usually relate to materials that are delicate or unusually large. If these circumstances exist, and in order to lessen the chance of damage to delicate equipment or not add unnecessary costs to move large equipment to 98, arrangements can be made to have the shipment inspected at your site and picked up, by the carrier, at the same location.

    Under the unique circumstances noted, please follow the procedures listed below:

  1. The material is properly surveyed and has a Process Knowledge Form.


  2. A shipping memo is forwarded to Shipping, in building 98, that accurately describes the materials and equipment in the shipment. An attachment is acceptable.


  3. Special instructions are entered on the shipping memo (Reason for Shipment Section), requesting that the shipment be made directly from NSLS detailing the reasons for direct shipment. In addition, you can request that a specific carrier be used. You must also note the method of payment should be indicate - usually an account number.


  4. Shipping will contact the requestor to discuss the shipment and make arrangements to look at the shipment. It should be noted, that making Shipping aware of these shipments, as soon as it is determined that special handling is require, will facilitate the process and lessen the likelihood that any delays will be encountered.


  5. All materials must be identified and labeled; MSDS's should be included if necessary. Shipping personnel must do inspection and packaging.

I would like to reiterate that "unique circumstances" should not be used for the convenience of the person shipping. Shipments from the Laboratory must be processed through 98 to ensure that packaging and shipping regulations are followed and BNL is not exposed to potential fines for DOT violations. If you have any questions please do not hesitate to contact me at extension 2300.