Configuring the NAFTA certificate of origin

Use this procedure to configure the NAFTA certificate of origin.

  1. Select Administrative Functions > Manage Codes.
  2. To search, use the filter function of the Column Filter Bar section.
  3. In the Name field, specify MovementCertificatesIsActive.
  4. Click Drill down.
  5. Click Edit.
  6. In the Code List Properties, click Drill down for the desired parameter property.
  7. On the Manage Code Properties window, select Active.
  8. Click OK.
  9. Click Save.
  10. Select Shipping > Configuration > Workflows.
  11. Click Drill down.
  12. Click Edit.
  13. In the Task section, click Add.
  14. Specify this information:
    Task Code
    This field shows the name of the task. A task is a sort of operation that can be executed in Shipping.
    Task Type
    This field shows the task type. A task is an activity performed on a shipment or shipper, for example, the printing of single labels.
    These task types are available:
    • Automatic
    • Manual

    Specify Manual.

  15. Click Save.
  16. Select Shipping > Manage Shippers.
  17. Click the drill-down button.
  18. Click Edit.
  19. Click Shipment Lines.
  20. Select a shipment line.
  21. Expand Export Information.
  22. Specify this information:
    Preferential Trade Agreement
    Specify the preferential trade agreement. A trade agreement between countries reduces tariffs for certain products that are delivered to other countries that have signed the agreement. The available preferential trade agreements are listed in the PreferentialTradeAgreements code.
    The preferential trade agreement determines the movement certificates that are used for printing.

    You can preconfigure the preferential trade agreement in the item master data.

    The NAFTA preferential trade agreements start with the NAFTA_ string.

  23. Review this information:
    Preference Criterion
    Select the preference criterion details of the origin of the current good.

    You can preconfigure the preferential trade agreement in the item master data.

    NAFTA Producer
    Specify YES (default) if you are the producer of the good. Specify NO if you are not the producer of the good.
    NAFTA Cost Method
    Specify NC in these cases:
    • The rule of origin requires a regional value content qualification
    • You use the net cost method instead of the transaction value method
    In all other cases, specify NO.
    NAFTA Country of Origin
    Specify the NAFTA country of origin. The country of origin is preset and must only be changed to JNT for goods that are jointly produced in Mexico and the United States.
  24. Click OK.
  25. Expand Ship From Information.
  26. Review this information:
    Tax ID
    The tax ID is a number used to identify legal persons or businesses. The tax authorities assign the tax numbers to the registered businesses. Your business partners must provide you with their tax number. Business partners without a tax number are considered to be private persons.
  27. Expand Customer Information.
  28. Verify this information:
    Tax ID
    The tax ID is a number used to identify legal persons or businesses. The tax authorities assign the tax numbers to the registered businesses. Your business partners must provide you with their tax number. Business partners without a tax number are considered to be private persons.
  29. Click Tasks.
  30. Select Print Movement Certificates.
  31. Click Process Tasks to print the certificate.