Contents - Index

Customs Form: Canada to US

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 Canadian Customs Invoice form.

Customs Broker: This field will initially be filled in from the last customs invoice created. When present, the customs form's heading will be modified to accommodate the name. If not present, the customs form will merely print "CANADA CUSTOMS INVOICE" in the heading.

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: EXPORTER, SELLER, CONSIGNOR Name, Address and Tax I.D. Number. Data for this field is maintained in Origins Maintenance.

Field 2: SHIPPED FROM Complete if different than #1. Data for this field is maintained in Origins Maintenance.

Field 3: BUYER (if sold) Name, Address and Tax I.D. Number. Data for this field is maintained in Consignees Maintenance.

Field 4: SHIPPED TO, CONSIGNEE Complete if different than #3. Data for this field is maintained in Consignees Maintenance.

Field 5: PARTIES TO THIS TRANSACTION Indicate whether or not the parties to the transaction are related.

Field 6: COUNTRY OF FINAL DESTINATION Indicate final destination if other than U.S.A.

Field 7: U.S. DUTY AND/OR BROKERAGE Indicate the responsible party for the charges. Select "None" if you are providing information in the "OR for the account of" field.

Field 8: INVOICE NUMBER AND DATE Indicate all required information.

Field 9: MARKS & NUMBERS The identifying marks used to identify the shipment.

Field 10: SHIPPING WEIGHT Show the gross weight of the shipment in KILOS.

Field 11: FREIGHT AMOUNT INCLUDED Indicate the amount of the freight included in the invoice price (if any).

Field 12: FREIGHT TO BORDER Indicate the freight from the place of lading to the border.

Field 13: COUNTRY OF ORIGIN Indicate the country of growth, manufacture or produce.

Field 14: PROVINCE OF ORIGIN Indicate the province of growth, manufacture or produce.

Field 15: DESCRIPTION OF GOODS Specifications of the commodity being shipped. Indicate the Harmonized Tariff Number if known.

Field 16: QUANTITY Indicate the quantity of the goods shown in #15.

Field 17: UNIT PRICE Indicate the unit price of the goods shown in #15.

Field 18: TOTAL PRICE Number 16 X Number 17. (This will automatically calculate on save.)

Field 19: NAME OR NUMBER OF IMPORTING CONVEYANCE A description of the importing carrier.

Field 20: FOREIGN PORT OF LADING The place where the goods were laden on the exporting carrier.

Field 21: NAME AND ADDRESS OF OWNER The owner of the importing carrier.

Field 22: PORT OF ARRIVAL The Port at which the goods are to be imported.

Field 23: DATE OF ARRIVAL The date at which the goods are to be imported.

Field 24: U.S. PORT OF DESTINATION The port to which the goods are consigned.

Field 25: NAME AND MASTER PERSON IN CHARGE The driver of the importing conveyance.

Field 26: PREPARER If other than the exporter.

Field 27: NAME OF RESPONSIBLE EMPLOYEE OF EXPORTER The name of the party at the exporter with Knowledge of the facts concerning the export.

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
Twelve 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 exporter, shipped from, buyer, consignee, 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.