FedEx Ship Manager. FedEx Transborder Distribution FedEx International DirectDistribution Surface Solutions. User Guide

FedEx Ship Manager

FedEx Transborder Distribution

FedEx

International DirectDistribution Surface Solutions

Table of Contents

FedEx Transborder Distribution

FedEx

International DirectDistribution Surface Solutions

User Guide

1.1 What is FedEx Transborder Distribution®

? ...01

1.2 FedEx Transborder Distribution® Automation Terms ...02

1.3 Setup Wizard ...03

2.1 Creating a TD Return Address ...05

2.2 Setting up a TD Shipping Profile ...06

2.3 Setting up TD Preferences ...08

3.1 Creating a TD Master Shipment — Ship Screen ...13

3.2 Creating a TD Master Shipment — TD Dashboard ...13

3.3 Creating a TD Master Shipment — TD Shipment Information Screen ...14

3.4 Creating a TD Master Shipment — TD Dashboard ...15

3.5 Adding TD Child Packages to a TD Master Shipment ...16

3.6 Adding TD Child Packages to a TD Master Shipment — Commercial Invoice ....18

3.7 Modifying or Deleting a TD Master or Child Shipment ...19

3.8 Combining TD Masters ...21

3.9 Viewing and Sending your TD Documents...21

4.1 TD Close/Ending a TD Shipping Day ...23

1

1.1 What is FedEx Transborder

Distribution

?

The FedEx

International DirectDistribution Surface Solutions service,

also known as FedEx Transborder Distribution (TD) allows you to

consolidate your U.S. bound shipments for simplified customs

clearance.

TD shipments are processed using a FedEx Ship Manager

(FSM)

system located in Canada, but their shipping labels display U.S. origin

and U.S. destination addresses. TD shipments are consolidated and

sent via linehaul to the U.S. where they cross the border and travel

to their final destinations as intra-U.S. shipments. The U.S. entry

point is used as the shipping origin.

The full range of U.S domestic services are available to TD shippers,

including:

• FedEx Express

services

• FedEx Ground

services

• FedEx Home Delivery

services (where available)

FedEx

also offers an optional TD linehaul service.

For more information on TD services visit:

1.2 FedEx Transborder Distribution

Automation Terms

TD Child package

An intra-U.S. package created from a Canadian FSM system. Each TD Child package is assigned to a TD Master shipment for tracking purposes.

TD Master Shipment

The TD Master shipment is not an actual shipment or package. The TD Master shipment identifies the group of TD Child packages traveling from Canada to the U.S. A unique air waybill number, called the TD Master Shipment ID is assigned to the TD Master shipment for U.S. customs clearance purposes. A TD Master shipment can contain both Express and Ground Child packages. Once the TD shipment enters the U.S., the individual TD Child packages are separated from the TD Master shipment for intra-U.S. distribution.

TD Sender

This will appear on the shipping label as the U.S return address for intra-U.S. TD Child packages.

TD Shipping Profile

Profile settings provided within FSM to customize TD specific shipping activities.

TD Dashboard

Interface used to manage TD Master shipment activity.

End TD Shipping Day

3

1.3 Setup Wizard

The Setup Wizard will help you install the latest software enhancements for Transborder Distribution (TD) shipping services on your FedEx Ship Manager (FSM) Software.

If you require any assistance with the set-up process, contact technical support at 1.877.339.2774.

Step 1:

Select whether you will use FSM to create your documents or you will create your own. If you will use FSM, enter your Customs Broker, origin Province and Port-of-Entry.

Step 2:

Add information about your designated Line-haul carrier.

Step 3:

Indicate how you will transmit your documents to the Linehaul Carrier and/ or your Customs Broker.

Indicate whether you will manually save the file and send by email using your own email client, whether you would like FSM to email the documents directly, or if you would like FSM to perform an electronic file transfer. Add any additional information needed for electronic transmission of your documents.

1.3

Setup Wizard continued …

Step 4:

Add your U.S. drop off location information.

Select the option that applies. If you are droping off one or more of the different FedEx service types (FedEx Express, FedEx Ground, or FedEx Express®

Air Freight) to the same location or to a third party drop off location, then select the appropriate option and indicate the number of different drop off locations. Finally, add the location address details and select the FedEx service type(s) you will deliver to each location.

5

2.1 Creating a TD Return Address

In addition to existing Canadian Senders, a TD Sender, with a U.S. origin address is required when creating TD shipments. All Senders — U.S. and Canadian — are created in the Senders Database.

To create a TD Sender, click the

Databases drop-down menu and

select the Sender option. Once the View Senders dialog box displays, click the Add button to add a TD Sender.

The following fields are mandatory: • Sender ID

• Country (must be U.S.)

• Contact Name and/or Company Name • Address 1 • City • State • Zip • Telephone

2.2 Setting up a TD Shipping Profile

Default TD shipping values can be set via a TD Shipping Profile.

To access Shipping Profiles, click the

Customize drop-down menu and select

the Shipping Profiles option. The Shipping Profiles dialog box will appear. Click the View\Edit button to update the Default Transborder Shipping Profile or click the Add or Add by

duplication button to create a new

TD Profile.

If a new TD Profile is created, be sure to associate it with your preferred sender address via the View Senders screen.

Default settings for fields used when shipping TD can be modified via the Transborder Distribution Shipping Profile Maintenance screen. Select from a list of fields provided on the

1 — Field Preferences tab and define

7 TD FedEx Express®

specific preferences can be set via the 2 — FedEx Express

Preferences tab and TD FedEx

Ground preferences can be set via the 4 — Ground Preferences tab. Preference options include the ability to add fixed and variable handling charges and the ability to create a customizable doc tab label.

Note that for all TD Shipments, it is mandatory for the label format to be set to Format 354.

2.3

Setting up TD Preferences

To access TD Preferences, click the

TD drop down button and select

TD Preferences.

To update the settings in your TD Preferences select the appropriate tab and then make the needed updates. To save your updates under each tab click

OK when they are completed. Document Settings tab: Preferences

include the ability to select what customs documents and reports you wish to create and then send electronically and/or print. Verify with your designated Line haul Carrier and Customs Broker which documents they will require.

First, select the documents you wish to create by checking the boxes under each designated recipient. You may then send documents electronically at the end of your shipping day by either: 1. Enabling the Email Document

Transfer option on the System Settings Tab and adding the needed email information. See the System

Settings Tab for instructions on how

to add the needed information; or, 2. You may retrieve the document files

from the TD History screen available from the TD Dashboard and attach them to your email message. See Section 3.9 of this Guide How

9 From the documents you have selected to create,

select which of the documents you wish to print at your TD End-of-Day Close by checking the appropriate box next to each.

TD Documents available

with FSM:

Cover Sheet: This is a cross-border linehaul

report that provides mandatory shipment information to both the linehaul carrier and the customs broker, including the package count for each drop off location and the associated PAPS number (if applicable).

CCI: The Consolidated Commercial Invoice

provides a summary of the shipment information for each buyer. This document is required by both the Customs Broker and Linehaul Carrier for customs submission. This document may also be requested at the border crossing from the Linehaul Carrier by US Customs.

Consignee Listing: A list of the Consignees

submitted for Customs Entry by the Customs Broker, grouped by buyer. This document may be requested by the Linehaul Carrier or Customs Broker to cross-reference consignee and buyer information.

CI (Customs Entry): Details of all shipments to

be requested by the Customs Broker for Customs Entry, grouped by consignee. This document may be requested from the Linehaul Carrier by US Customs at the border crossing.

2.3

Setting up TD Preferences continued …

List (Section 321): Provides the minimum

shipment details required for a Section 321 submission, grouped by consignee. It should only be provided to the Linehaul carrier, if requested. This document does not replace the CI for Section 321 to Customs.

CI (Section 321): Where the buyer is eligible

for Section 321 this lists all consignees and their associated shipment information. This information is typically submitted to US Customs by the designated Linehaul Carrier. This document may be requested from the Linehaul Carrier by US Customs at the border crossing.

XML or EDI: These reports provide all shipment

information in an XML or EDI file (if available) for transmission to Customs. This file can be used to electronically upload the shipping details. The files will only be created if the required file format of the ACE Portal Provider is available and selected in the TD Linehaul tab within your TD Preferences.

Skid Placard: A placard that can be used

to identify the consolidation and the delivery location.

FedEx Pick-up Record: The record that can be

created for the FedEx pick-up driver’s signature, as confirmation of receipt of the consolidated shipment.

Add your U.S. Port of Entry by scrolling down to the appropriate U.S. state, then select from the cities listed. This field is optional.

System Settings tab: Preferences

include the ability to select the option to send documents electronically by email or FTP using FSM, identify an additional email recipient, set the TD end-of-day close time, and confirm the rule to require a TD Close before printing or sending documents.

To send documents electronically,

select the check-box Electronic

Document Transfer. Complete

the additional sections to send your documents electronically by email or by file transfer.

• Select the automated reminder for your TD Close Time.

• If FedEx Trade Networks is your Customs Broker, add the contact name and email address to send your documents.

• Add the email subject heading and message you wish to send. • If required, add an additional

recipient to receive a copy of the customs documentation or to send a file for your records.

11

2.3

Setting up TD Preferences continued …

Customs Submission tab: Preferences

include the option to select customs submission instructions for the designated line haul carrier.

• The default option Create Section

321 manifest and/or Customs Entry (PAPS) is recommended if

TD Child shipments are sent that may be eligible for Section 321 submission. Separate customs documents will be created for Section 321 eligible shipments, depending on the Preferences option selected. Alternatively, you can select to submit all shipments to the Customs Broker as a Customs Entry (if appropriate and approved by your Customs Broker).

Linehaul tab: Preferences include the

2.3

Setting up TD Preferences continued …

Additional preferences:

• By creating a list of regulated commodities that require a Customs Entry (regardless of value), the software can identify the Buyers that purchased any of those commodities within a consolidation and submit all of their shipments as a Customs Entry.

• You can also set a maximum number of Section 321 shipments that can be submitted before selecting to submit all shipments to the Customs Broker as a Customer Entry (if appropriate and approved by your Customs Broker).

Eligibility for Section 321 submission: A

sold-to-party or buyer in the U.S. that purchases items of $200 USD or less in value on a given day may be eligible for submission under Section 321. Note that regulated items requirea Customs Entry regardless of value.

Drop Off Locations tab: Preferences

will allow the option to designate the name and address of the drop off location(s) in the U.S. As a default, each FedEx Service type listed (FedEx Express, FedEx Express Air Freight and FedEx Ground) will be identified as a separate FedEx drop off location and a PAPS# will be prompted if the service is selected.

If any FedEx Express, FedEx Express Air Freight or FedEx Ground packages will be delivered the same location or a different location, then select the

Drop Off Locations tab to add the

13

3.1

Creating a TD Master Shipment —

Ship Screen

To create a TD Master shipment, check the box This is a TD shipment, the

TD Shipment Information screen

will appear. If all of the appropriate defaults for the TD Shipment Information screen have already been entered, you will only be prompted to enter the ship date. If you already have a TD Master shipment Set as Current and you wish to create another, click the TD drop down button and select TD Dashboard. To view the TD Dashboard, you may also click the

TD Dashboard icon located in the Package and shipment details

section of the Ship screen.

3.2

Creating a TD Master Shipment —

TD Dashboard

The TD Dashboard is the screen where you can:

• Create TD Master shipments. • Modify existing TD Master shipment

Information.

• Delete TD Master shipments. • Combine TD Master shipments. • Set a TD Master shipment’s status to

Current.

• Close TD Master shipments. • Send TD Documents. • View TD Documents. • Print TD Documents. • View TD History.

Click the Add button to access the TD Shipment Information Screen to create a TD Master shipment.

3.3

Creating a TD Master Shipment —

TD Shipment Information Screen

The TD Shipment Information screen is where values such as currency, weight type and duties/taxes/fees billing are defined for each TD Child package within a TD Master shipment.

The following fields on the TD Shipment Information screen are mandatory: • Ship date — Date that you plan to

tender your packages to FedEx, at the U.S. drop off location. • FedEx Linehaul Payment

Type — Required if FedEx will be

transporting your consolidated TD Master shipment to the U.S. drop off location.

• Currency — Canadian dollars (CAD) or U.S. dollars (USD).

• Weight type — lbs. or kgs.

• Bill duties/taxes/fees to — Sender or Third Party.

• Broker — Either select FedEx Trade Networks (FTN), key in your broker’s name and phone number, or select a broker from the address book. To add a Broker, click the Databases drop-down menu and select the Brokers option.

• Return to — Select a U.S. return address or enter one by clicking the

View/Edit button.

The following fields are optional: • TD Master Shipment Description

— Name TD Master shipments to easily distinguish between multiple TD Master shipments.

• SCAC code — Four character Standard Carrier Alpha Code (SCAC) used to identify your linehaul provider (e.g. FXFC for FedEx Freight®

). • Create Consolidated Commercial

Invoice — Check this box if you

would like to use FSM to create your TD customs documents and reports. The Consolidated Commercial Invoice generated and viewed from your TD Dashboard can be used for customs clearance.

• Create Commercial Invoice(s) — Check this box if you would like to enable the additional customs information section when completing

the Commercial Invoice for each TD Child package. The Commercial Invoice generated and viewed from your TD Dashboard can be used for customs clearance.

• Export Permit # — If applicable, enter an Export Permit #.

• Importer ID — Select an Importer of Record or enter one by clicking the

View/Edit button.

15

3.4

Creating a TD Master Shipment —

TD Dashboard

Once all TD Master shipment information is complete, the TD Dashboard will appear with a new entry. The dashboard displays the following information about TD Master shipments:

• TD Master Shipment ID (Master Tracking Number for all TD child shipments).

• Ship date as specified via the TD Shipment Information Screen. • SCAC code, if entered.

• CI (Yes or No, depending upon the Consolidated Commercial Invoice selection made via the TD Information Screen). • Express weight. • Ground weight.

• Shipment status (i.e. Open or Uploaded).

TD Child packages can only be added to TD Master shipments with an Open status.

Note: The Express and Ground Wgt

fields represent the weight of all Express and Ground TD Child packages that have been added to the TD Master shipment.

Next, highlight the TD Master Shipment ID to which you would like to associate your TD Child packages. Click the Set

as Current button. The TD Master

Shipment ID icon will display a star. Note that several TD Master Shipment IDs can be open at the same time. However, only one TD Master

shipment can be set as Current.

3.5

Adding TD Child Packages to a

TD Master Shipment

Once you have set a TD Master shipment to Current and you have returned to the FSM ship screen, you can add TD Child packages to the TD Master shipment by selecting a U.S. recipient address and checking the This

is a TD shipment box. Complete all

required fields and click the Ship button to process the TD Child shipment.

Note the following:

• Number of packages field allows for entry of multiple package shipments. After completing the required shipment and commodity details, select the Multiple-piece

shipment button in the lower-right

hand corner of the screen to add details.

• Weight Type and Currency Type fields are defaulted to the values set via the current TD Master shipment.

• U.S. domestic services display in the

Service type drop down menu —

remember that U.S. domestic size and weight restrictions apply to TD Child shipments.

• Bill duties/taxes/fees to selection is defaulted to the value set via the current TD Master shipment.

17

Additional Information: TD Rate Quotes: Rate quotes are

returned in U.S. dollars. A dynamic rate quote is generated for each TD Child shipment and is displayed on the Ship screen when the minimum required shipment details are provided. The

Rate quote button can be used to

view a breakdown of the rate, including surcharges and discounts (where applicable). Rate quote exceptions are: • Rate quote is disabled when the

currency for declared/customs value is not U.S. dollars.

• Rate quote is disabled for Recipient and Third Party transportation billing selections.

Multiple-piece TD rate quote: The

multiple-piece rate quote is displayed for eligible shipments.

Sold-to-Party: A sold-to-party can be

entered for each TD child shipment. The sold-to-party field appears in the Options tab, but only if one has not already been designated for the TD Master Shipment. If none entered, the recipient will be designated by default as the sold-to-party.

TD Home Delivery: Home Delivery

will only appear as a service option when the This is a residential

address box is checked on the Ship

screen.

3.5

Adding TD Child Packages to a TD Master Shipment

3.6

Adding TD Child Packages to a

TD Master Shipment — Commercial

Invoice

TD Master Shipment —

Commercial Invoice options

are selected

The Total Customs Value field for each TD Child shipment is disabled on the FSM Ship screen and added at the time a commodity is attached to the shipment. Navigate to the Commodity/

Merchandise tab to add commodities

to TD Child packages.

TD Master Shipment —

Commercial Invoice options

are not selected

The Total Customs Value field for each TD Child shipment is enabled. This is because the Commodity tab is disabled. Commodity data is only required if FSM is expected to generate commercial invoices.

Note that the Total Customs Value field is mandatory if the Total Carriage

Value field has an entry greater than

19

3.7

Modifying or Deleting a TD Master

or Child Shipment

To modify a TD Master shipment:

• Access the TD Dashboard. • Select the appropriate TD Master

Shipment ID.

• Click the Modify button. • The data elements that can be

modified are as follows: • Description

• Ship date • Export Permit # • Broker information • Click the OK button

If the ship date is altered, a dialog prompt will appear asking if you are sure that you would like to move all the TD Child packages in the TD Master shipment to the new ship date. • If appropriate, click the Yes button.

FSM will then print new shipping labels with the updated ship date and a new tracking # for each Express and Ground TD Child package within the TD Master shipment. The shipper is responsible for re-labeling the TD Child packages.

To delete a TD Master Shipment:

• Select the appropriate TD Master Shipment ID.

• Click the Delete button. Note that deleting a TD Master shipment deletes all TD child packages associated to it.

A dialog prompt will appear asking if you are sure that you want to delete the selected TD Master shipment.

• Click the Yes button.

3.7

Modifying or Deleting a TD Master or Child Shipment

continued …

To modify or delete TD Child shipments, from the Ship screen, click the

Shipping List button and select the

TD option.

Highlight the TD Child shipment that you wish to change or cancel and click the Modify button or the Delete button.

Modifying TD Child shipments:

When you click the Modify button, the Ship screen will appear displaying the TD Child shipment data, allowing you to modify it.

Deleting TD Child shipments:

21

3.8

Combining TD Masters

You may wish to combine TD Masters if you have created separate TD Masters for administrative purposes and wish to combine them at time of shipping. You may also use this option if have updated the shipping date and shipping labels of one TD Master in order to combine it with another TD Master.

To combine multiple TD Masters into a single TD Master:

• Access the TD Dashboard.

• Click the Combine Masters button.

• Select the shipment date for the TD Masters you wish to combine. Only the TD Masters with that ship date will appear.

• Select the TD Masters you wish to combine in Group 1.

• Click the Apply button.

• Click the OK button to close the screen. To create multiple combinations of TD Groups with the same ship date, select the Add a group button and follow the process shown above.

3.9

Viewing and Sending your

TD Documents

How to View your Documents

Before performing the TD Close, click the View button from the TD Dashboard. You can then click on the appropriate button to view each document separately. You can enlarge the screen to display a large section of the document and select to view additional pages if necessary.

How and When to Send your

Documents

If Email Document Transfer is selected in TD

Preferences and the required information is added, then the documentation will be electronically transmitted automatically when you complete the TD End of Shipping Day Close Process.

If you have selected not to enable the Email Document Transfer option you will need to print

and fax, or attach the document files to a separate email message using your own email client and send the documents electronically to each recipient (e.g. line-haul carrier and/or customs broker).

After performing the TD Close you may retrieve the files to print and fax or send the documents electronically.

To access the files designated for each recipient, click on the History button from the TD

Dashboard to retrieve the documents that have

been created.

To print the documents and fax to a recipient of your choice, click the Print button from the TD History screen. You can then also select the Save All button to save a copy for your records. To re-send your documents select the appropriate file and click Send. To make changes to your reports, click the Modify button to select from the available options and then click to

Send.

23

4.1

TD Close/Ending a TD Shipping Day

From the TD Dashboard, click the

Close TD Master(s) button to close

and upload all selected TD Master shipments.

The option to Close TD Master(s) option will not be enabled unless the selected TD Master shipment’s ship date is equal to or after the current date.

The Confirm Close screen will be displayed for confirmation of the TD Master shipping and customs submission instructions. Information displayed will be based on the default values selected in your TD Master shipment profile and TD Preferences. To change the selected Customs Submission Instructions for a consolidation, select Edit and then make the desired changes before clicking Confirm to continue. If you have selected to enable Email Document Transfer and you have additional documents that you have on file that you would like to include in your transmission, click on Attach

documents … to select the applicable

document.

If Email Document Transfer selected

4.1

TD Close/Ending a TD Shipping Day continued …

If you have selected to submit a Customs Entry then you will be prompted to enter the PAPS number(s) provided by your designated line-haul carrier. A different PAPS number is required for each U.S. drop off location to be used for a given consolidated shipment.

The PAPS# will consist of a 4-letter SCAC code that identifies your designated line-haul carrier followed by a unique numeric code or PRO#, also provided by your line-haul carrier. When entered, click OK to upload your shipment information.

The message “FedEx Express Close

in Progress …” is displayed while

FSM communicates with FedEx systems to upload all TD shipment data. All TD Master Shipment IDs will display on the dashboard until they are properly closed and their ship date has passed. The following reports are generated while the close in progress message is displayed:

• Express Courier Report (if Express shipments exist).

• Ground Pickup Manifest (if Ground shipments exist).

25

4.1

TD Close/Ending a TD Shipping Day continued …

Once all TD Master and Child shipment data has been uploaded to FedEx systems, FSM will return to the TD Dashboard screen. The status “Manifested” or “Uploaded” will appear beside all properly closed TD Master shipments that had a ship date that were equal to or after the close date and were selected.

If you have selected not to enable the Email Document Transfer option

You will need to print and fax, or attach the document files to a separate email message using your own email client and send the documents electronically to each recipient (e.g. line-haul carrier and/or customs broker). See section 3.9 of this User Guide for more information. TD Shipping is now complete.

5.1

Sending 3rd Party Shipments

FedEx Ship Manager (FSM) provides the option to add packages to your FedEx Transborder Distribution (TD) consolidated shipment with services other than FedEx Express services, FedEx Ground services and FedEx Home Delivery. You may add other U.S. domestic services such as LTL Freight to your TD consolidation, as a 3rd party shipment, and add the shipment details from these other services to your TD customs documentation as part of your consolidated shipment.

It is the shipper’s responsibility to make arrangements in advance with the designated Line haul carrier to accept and deliver the 3rd party packages to the appropriate dropoff location or designated delivery carrier in the U.S. To ship 3rd party packages, you must create and attach the appropriate shipping label(s) to each Child package for delivery.

To enable this option on FSM, call technical support at 1.877.339.2774 and ask to be put in contact with your local Customer Technology Specialist.

Shipping LTL Freight with FedEx Freight:

FSM allows the option to create a U.S. domestic label in order to ship LTL Freight. To create an LTL Freight label click LTL Freight. To create a shipping label for a TD shipment, add a U.S. sender and U.S. delivery address for each shipment.

Note: You must have at least one LTL

27

5.1

Sending 3rd Party Shipments continued …

Adding 3rd Party Packages

To add 3rd party packages, click the

TD drop down button and select Add 3rd party packages.

Note: This option will not appear unless

it is enabled by your local Customer Technology specialist.

Complete all required fields and click the Add button to process the TD Child 3rd party shipment.

Note the following:

• Recipient Information: Add the recipient delivery information for the 3rd party shipment.

• Sold To information: If the Sold to Party is different than the Recipient address indicated then click Modify

Sold to Address to add the Sold to

Party information.

• Package details: Ensure the correct TD master is indicated for your 3rd party shipment.

• Select the Drop-off location from the drop down list. If not displayed, then click the Add button located next to the field in order to display the Drop Off Locations tab from the TD Preferences screen and then add the appropriate address information. Click Save and close the screen.

• Add the total packages, weight and the tracking number(s) associated with the shipment.

5.1

Sending 3rd Party Shipments continued …

• Commodity: Next, click the

Commodity tab to complete the

required information and click Add

to shipment to add the commodity

information to the Commodity

summary.

• Finally, click the Add button on the lower right corner of the screen in order to add the shipment details to the customs documents of your TD consolidation.

Modifying or Deleting

3rd Party Packages

To modify or delete 3rd party packages after they are added, click the TD

drop down button and select Modify 3rd party packages. You

may also click the Modify/Delete 3rd

party shipment in the bottom left

corner of the 3rd party shipment or

Commodity screen.

From the Modify 3rd Party

Shipments screen select the shipment

you wish to modify or delete by clicking on the appropriate row. Use the sliding bar along the bottom of the screen to review the shipment details.