Step 1:

Go into the Shipment Entry screen (13-1) and start keying in your shipment data as usual. Ensure that the ETA Date/Field # 31 is completed as now mandatory.

Step 2:

After the transaction # is generated with the File #; “File Number XXXX has been created, with the Transaction Number XXXXXXXXXX”, Press the “F9” key to ENABLE IID and you should see “IID” on the top of the Shipment entry screen. See screenshot below:

Step 3:

Once “IID” appears on the top, press on “F7” to select CCI and then ENTER as usual.

Step 4:  

Field # 8, Press on <F5> to edit the client. Ensure the correct City, Province, Country and “Contact” with Email Address” are entered properly.

Step 5:

Continue to key in the CCI Details, and ensure that the UOM is selected for Field # 18 and Field # 19 (Field 19 is currently BX Boxes)

Step 6:

<F5> GUI Details to enter Invoice data. Enter Total Shipment Value. Ensure the Delivery Party is defaulted to Use Importer. Key in your products, CCI detail lines as usual. Also please refer to the IID PGA Viewing Modes and Status below:

• Please note you can also use the "Import" option in the above window to import CCIs from a spreadsheet, instead of a manual line by line entry.  How to use the 'Import' option - the guide is over here: Import CCI option
• Also the "Unit of Measure" value above can be changed as required

Step 7:

Fill out the CFIA details for Line # 1 above which requires CFIA information.

• The Government Agency Column on the left side identifies any PGA/OGD requiring data elements.  
• Using the "Check CFIA" button to ensure the updated PGA details are entered including the Type whose # needs to correctly assigned under F2/Documents for 'Document Type'
• Certain Products require license documents to be attached under 'Image' column/pull down menu.
• Note:  The Qty/UOM field is a mandatory field.  Please ensure it is also populated.

 

Step 8:

If the user has any license documents to be sent to CBSA for approval for CFIA.  That can be done on the Shipment Entry screen, press on F2 <Documents> or <Manage> above from the CCI detail Entry screen

• Click on "Import" at the bottom left and import a document
• Fill out ALL the details under the 'Document' on the right side
• Then once all details are filled out, click on "Send" on the bottom left to send it away to Customs for acceptance.

Step 9:

On some shipments, CBSA requires the Customs Broker and Account Owner information to be provided by the Broker.  It can be accessed by pressing on F5 on the Shipment Entry screen. See below.

Step 10:

Once the CFIA details are filled out, click on "OK" to close the CFIA/Details screen. Then on the CCI Detail Entry, you can click on "Send IID" to send it to CBSA.