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This feature lets you print the certification of origin documents required by the United States-Mexico-Canada Agreement (USMCA).
The USMCA certification of origin document contains the minimum data elements required for declaration. Some data elements can be pre-filled before printing while others must be filled in manually after printing. To obtain preferential tariff treatment, the document must be completed and in the possession of the importer at the time the declaration is made. The document may be completed by the importer, exporter, or producer.
You can print the document for a single shipment from the All shipments list page or from the Shipment details page.
The document is only accessible when the country/region on the primary address for the legal entity is the United States.
Depending on the document print selection, the document can be pre-filled with data from your system. It is possible to change or add data to the printed document by exporting the printed document to an editable format, such as Microsoft Word. After export, you can apply any required changes before a declaration is made.
To use this feature, it must be turned on for your system. As of Supply Chain Management version 10.0.29, the feature is turned on by default. Admins can turn this functionality on or off by searching for the USMCA certification of origin document feature in the Feature management workspace.
The USMCA certification of origin document contains the following data elements:
For more information about each of these elements and how their values are found, see the remaining sections in this article.
To print a USMCA certification of origin document for a shipment, do the following:
Use the Certifying party drop-down list to identify the type of party that is printing the document. Specify whether the certifying party is the Exporter, Exporter and Producer, Producer, or Importer; or leave it blank if the certifying party is none of these. The option you select determines what is printed in the address sections of the document.
The Certifying party that you choose will be included in the printed document.
The document can be printed for both inbound and outbound shipments. Select Importer as Certifying party for inbound shipments only.
The following table describes the types of information that are included in the document based on the Certifying party that you choose.
Certifying party | Description |
---|---|
[Blank] | Adds the following details to the document:
|
Exporter | Adds the following details to the document:
|
Exporter and Producer | Adds the following details to the document:
|
Importer | Adds the following details to the document:
|
Producer | Adds the following details to the document:
|
The Certifying party drop-down list controls the text to be used for the producer details in the document. Choose one of the following:
When the Certifying party is set to Exporter and Producer or Producer, then the Has various producers setting is overruled, and the producer address details will be the same as the certifier.
Use the Blanket period from and Blanket period to settings to establish a blanket period, during which the document will cover multiple shipments of identical goods, even though the document is printed for only one shipment. You can set the blanket period dates without any constraints, and it will be added to the document. You can also leave these settings blank or set them in the past.
In the Certificate of origin dialog box, set Is single shipment to one of the following:
In addition to the optional elements that you select using the Certificate or origin dialog box, the USMCA certification of origin document will include the information and custom fields summarized in the following subsections. Some of this information must be entered manually after you generate the document.
The IDs of sales invoices related to shipments are printed on the document irrespective of the blanket period. Invoice numbers are printed irrespective of the Is single shipment selection.
The document provides several sections that list specific item details, which are:
You must enter this manually after generating the document.
The user signing the certification must manually enter the number of pages (for verification) after generating the document.
Current page and number of pages printed at the bottom of the document.
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Power BI DataViz World Championships
Feb 14, 4 PM - Mar 31, 4 PM
With 4 chances to enter, you could win a conference package and make it to the LIVE Grand Finale in Las Vegas
Learn moreTraining
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Use export control in Dynamics 365 Supply Chain Management - Training
Ensure compliance with international regulations by defining and validating export rules using an advanced export control system.
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Design and configure Dynamics 365 Supply chain Management and related tools.