Contents - Index


Customs Form: US to Canada

This is accessed from the "Other Forms" section of the Bill of Lading screen.

Initial Setup
When you enter this form for the very first time on a bill, data is pulled from the bill onto the form. This is done only once on the initial entry, so it is very important to make sure the bill of lading screen is finalized the way you want it.

Layout
This screen acts and functions very similarly to the Bill of Lading screen. The layout resembles a US Customs Invoice form.

For each resulting section on the printed form, here are instructions provided from one of the customs clearing companies, along with any additional information regarding the actual editing of the fields:

Field 1: State the legal name and address (including country) of the exporter. Data for this field is maintained in Origins Maintenance.

Field 2: Show the date on which the goods began their direct (continuous) hourney to Canada.

Field 3: Optional - show any useful reference, such as the number of the commercial invoice or purchase order.

Field 4: State the name and address of the person or company in Canada to which the goods are shipped. Data for this field is maintained in Consignees Maintenance.

Field 5: If other than the consignee, show the person to whom the goods are sold by the vendor. Data for this field is maintained in Consignees Maintenance.

Field 6: Show the country, if any, through which the goods were shipped in transit under Customs control to Canada.

Field 7: For goods covered by NAFTA, show the country of origin according to NAFTA rules. For goods from other Countries, show the country in which the goods were grown, produced or manufactured, i.e. substantially transformed, to their present form, ready for export to Canada.

Field 8: State the mode of transportation used, and the city and country from which the goods began their uninterrupted journey to Canada.

Field 9: Show the conditios of sale, e.g. FOB, CIF, etc., and the terms of payment. e.g. 2%-10, net 30.

Field 10: Show the currency in which the vendor's demand for payment is made.

Field 11: Indicate the number of individual packages (or pieces, bundles, etc.) covered by the invoice.

Field 12: Show the kind of packages, i.e. cases, cartons, etc., and the descriptive markings and numbers on the packages. A general description of the goods must be shown, along with the commercial description, i.e. part numbers, size and dimensions, etc. Also state if the goods are used, obsolete, discontinued, closed-out, job lots, remnants, or other than prime quality.

Field 13: For each item in the description field, state the quantity and appropriate unit of measure.

Field 14: Provide the price in the currency of settlement for each item.

Field 15: Show the extension of the price times the units, in the currency of settlement. (This will automatically calculate on save.)

Field 16: Show both the net weight and the gross weight.

Field 17: Show the total price paid or payable for the goods described on the invoice and on any continuation pages. (This will automatically calculate on save.)

Field 18: State the number of any commercial invoice attached to the customs invoice.

Field 19: If the exporter is not the vendor named in Field 1, show the exporter's name and complete address. Data for this field is maintained in Origins Maintenance

Field 20: Indicate the name of a responsible individual in the vendor's organization who has knowledge of the transaction covered by the invoice.

Field 21: Show the number and date of any ruling by Canada Customs applicable to the shipment.

Fields 22-25: Show in these fields the amounts of transportation charges, export packing and other amounts, as required.


Action Panel
Located at the top of the screen, the action panel controls viewing the form, printing the form, and emailing the form

The printed form
Six detail lines will fit on one page of the form. If you specified more than that, multiple pages will be created. On each of the multiple pages, the top and bottom portions will be repeated. The page number is printed in the upper, right-hand corner of the form and will stipulate how many pages there are for the form.

E-mailing 
Press the button to send the form to the vendor, consignee, purchaser, exporter, or all. Before you are able to send emails, you must first:
  • Set up your e-mail information on the E-mail Defaults screen.
  • Set up the origin's, and consignee's e-mail addresses on their respective maintenance screens.
  • Establish an Internet connection.

    When you press this button, the program will pop up a checklist screen containing all of the e-mail addresses that have been defined. Place a check mark on those addresses for which you wish to send the form, and then click the e-mail send button at the top of the screen.

    The form is sent as an Adobe Acrobat PDF e-mail attachment. The e-mail subject will be "Customs Form" and the message body will state that a customs form is attached. There will also be a link to Adobe's website in case the recipient needs to get Acrobat Reader installed on their PC.