Documents Only

If the shipment consists only of documents, select the check box.
Note: Document-only shipments do not require all of the item-level detail that you must provide for commodities.

Goods Not In Free Circulation

If the goods are not in free for circulation, select this check box.

Description of Goods

Type a description of the goods.

Country of Origin / Manufacture

Select the Country of Origin / Manufacture.

Export Reason

Select the reason for export. The values available for selection are:

• Permanent - Item is intended to stay in use in destination country on a permanent basis.

• Temporary - Goods are being shipped for temporary use and will be returned after a period of time (Note: Duties and Taxes may still be assessed on shipment)

• Repair/Return - (a) Goods are being sent to destination to be repaired and then returned to sender (b) Goods are being returned to origin.

• Commercial Purpose Or Sale - Same as Permanent Export - this infers final sale of commercial goods & services.

• Used Exhibition Goods To Origin - Used Exhibition Goods To Origin.

• Intercompany Use - Intercompany use only, Not for Resale.

• Personal Belongings or Personal Use - "Any shipment containing used personal articles such as unaccompanied baggage and household goods being shipped for relocation". This is typically used by those who are moving and are having their personal belongings shipped to an international location.

• Sample - "Any shipment containing articles which are sent free of charge that have been marked or mutilated or otherwise made unsuitable for sale or use except as commercial samples, being shipped with the view of soliciting an order or as a mock-up to furthering an existing order from the foreign entity." In summary, the sample is free of charge and mutilated or made unusable for resale.

• Gift - "Any shipment containing articles to be given as an unsolicited gift, from one private individual to another private individual, which are not being shipped by a business nor consigned to a business." Goods Description should include the wording "unsolicited gift" and to have the word 'Gift' somewhere in the Detailed Description of Goods.

• Return To Origin - If shipment was temporarily exported and is now being returned back. Must include tracking number of the original shipment as well as the original arrival date into the country on commercial invoice.

• Warranty Replacement - 2 options: 1) Shipper (Customer) sending a shipment for repair; or, 2) Shipper has repaired the item and are shipping it back to customer. If either of those are true = Repair / Warranty as Reason for Export.
  
  If sending a shipment for repair (#1 above) - should make clear that the shipment is going FOR REPAIR or Warranty replacement on commercial invoice in General Description. If goods have been fixed/repaired and are being returned to customer, must include the market value/purchase value of the shipment along with the repair cost.

• Diplomatic Goods - Shipment with legal protections for official correspondence or other items between a diplomatic mission and its home government or other diplomatic, consular, or otherwise official entity. Usually has lock and/or tamper-evident seal attached to it in order to deter or detect interference by unauthorized third parties. When externally marked to show its status, the "bag" has diplomatic immunity from search or seizure, as codified in article 27 of the 1961 Vienna Convention on Diplomatic Relations. It may only contain articles intended for official use.

• Defence Material - Defence-related products. Shippers must demonstrate certification by authorities to transport shipment.

Reason for Export

Type a reason for export of the shipment.

Duties and taxes paid by

Select the person who pays the duties and taxes on the shipment. The values available for selection are:

• Receiver

• Shipper

• Importer

Invoice Amount

Type the invoice amount.

Currency

From the list, select the currency.

Destination Invoice Amount

Type the destination invoice amount for validating the VCI Type and Invoice threshold amount.

Destination Currency

From the list, select the destination currency for validating the VCI Type and Invoice threshold amount.

INCOTERM

From the list, select the International Commerce Term that applies to the shipment. This is also known as the Term of Sale.

INCOTERM Place

Type a intercorm place of the shipment. This is mandatory field for DHL carrier.

SED Code

From the list, select the Shipper's Export Declaration (SED) Code that applies to the shipment.

COO Owner or Agent

Enter the name of Chief Operating Officer (COO) owner or authorized Agent of the shipment.

Discount Rebate

Type the percent rebate that should be applied to the shipment.

Insurance Charge

Type the cost of insuring the shipment.

Other Charges

Type the cost of any other charges that apply to the shipment besides what the carrier will charge.

Freight Charges

Enter any additional freight charges in addition to what the carrier will charge. For example, if your company charges customers an additional $15 to ship a package internationally, that charge should be entered here.

Other Freight Charges

Enter any additional freight charges in addition to what the carrier will charge.

Declaration Statement

Type the declaration statement for the shipment.

Additional Comments

Type any comments about the shipment.

Export Related Parties

Select whether the recipient and exporter of the shipment are related. Related parties are a parent company or subsidiary where there is at least 10% ownership.

Ultimate Country of Dest.

From the list, select the country where the shipment will ultimately reside. It is the location of the end-user of the product for its designated use. The ultimate destination may in fact be the country of origin if a product is being exported for repair and eventual return to the origin country.

ITN/FTSR Exempt No.

Enter the ITN number returned from AESDirect after the SED was filed successfully.
- or -
Enter the FTSR exemption number if you are exempt from having to file an SED for SED shipments. The exemption number cannot be 39.

XTN Suffix Number

Type the external transaction number used to identify the SED before filing the SED or while waiting for confirmation that the SED was filed successfully with AESDirect.

Consolidate Clear Qty.

The number of consignees in the consolidated clearance.
It is also needed when generating the International Record PLD: This record is required if either Importer, Exporter, Shipper To Consignee or Commodity information is provided and whenever shipper and consignee countries are not the same. International shipments can be both Waybill and Non-Waybill.

ECCN No.

Type the ECCN Number.

Carrier ID Code

Type the carrier ID code of the shipment.

Entry Number

Type the entry number of the shipment.

In Bond Code

Type the In Bound code of the shipment.

MRN Number

Type the Movement Reference Number (MRN) of the shipment.

Conveyance ID

If the goods are being exported from Canada is a conveyance, type the vehicle identification number (VIN), hull identification number (HIN) or serial number of the conveyance.

USMCA Certifier

From the list, select the type of USMCA Certifier. By default this field is blank. The values available for selection are:

• Exporter - On selecting the Exporter as a Certifier, the Exporter details such as Exporter Name, Address, Telephone Number and Email Address are displayed in the Certifier Address block and Exporter Address block appears as blank in USMCA document.
  
  Note: If Exporter address details are not found, an error message "Please enter the Exporter Address details" appears.

• Importer - On selecting the Importer as a Certifier, the Importer details such as Importer Name, Address, Telephone Number and Email Address are displayed in the Certifier Address block and Importer Address block appears as blank in USMCA document.
  
  Note: If Importer address details are not found, an error message "Please enter the Importer Address details" appears.

• Producer - On selecting the Producer as a Certifier, the Producer details such as Producer Name, Address, Telephone Number and Email Address are displayed in the Certifier Address block and Producer Address block appears as blank in USMCA document.
  
  If there are multiple Producer different address details are available, then first Producer address details are displayed in the Certifier Address block in USMCA document and the remaining Producer address details including first item address details are displayed in the Additional Producers document.
  If user doesn't select Producer as a Certifier, and enter multiple Producer address details, then the first Producer address details are displayed in Producer Address block in USMCA document and the remaining Producer address details including first item address details are displayed in the Additional Producer document.
  Note: If Producer address details are not found, an error message "Please enter the Producer Address details" appears.

USMCA Certifier Title

Enter the title of the certifier/person responsible for signing the USMCA - COO document.
For Example: Shipper Clerk, Shipping Manager, Office Manager, etc.

Low Value Shipment Desc.

From the list, select one of the following low-value statement option:

• C - Based on the importer country the customs value of the shipment is printed on the Commercial Invoice Certification Of Origin (CI-COO) document. This is the default value.

• Y - Customer request statement is printed on the Commercial Invoice Certification Of Origin (CI-COO) document.

• N - Does not print the low-value statement on the Commercial Invoice Certification Of Origin (CI-COO) document.
  Note: The low-value statement is printed on the commercial invoice when user select USMCA - Commercial Invoice - Certification Of Origin (CI-COO) document configuration from the Account Defaults.

USMCA Special Inst.

Enter the special instructions for the shipment. The special instructions are defined by any party affiliated with the shipment (shipper, recipient, exporter, importer, producer).

Invoice Number

Enter the invoice number of the shipment. This is mandatory field for DHL carrier.

Invoice Date

Enter the invoice date from the Calendar icon in the form of MMDDYYYY; for example 07012021 for July 01, 2021. This is mandatory field for DHL carrier.

Shipment Purpose

From the list, select the Commercial (B2B) or Personal (B2C) type of shipment to perform. By default this field is Commercial.

RATE

Rate the shipment if you have completed the Parcel tab.

SHIP

Ship the shipment if you have completed the Parcel tab. A window appears that presents a set of custom documents that can be printed. The documents are checked or unchecked based on User level settings for International shipments for the respective document.

CANCEL

Cancel the entire shipment.