1. Basic 101 International Training
March 1st thru March 3rd 2016
Presented by Marguerite Hull and the International Team

2. Introduction
Points of discussion to be covered on the International presentation
Standard International documents
The commercial invoice and the components of the invoice
A Certificate of origin or a COO
A Zurn export packing list
A Shippers letter of instructions or an SLI
Letter of credit requirements
Export shipping marks
Rexnord Integration point – denied party screening
International subject matter expert resources
International questions

3. What Standard Documents are Needed to Process an International Order?
Standard documents needed for an International order.
The commercial invoice – 1 copy
The bill of lading, air way bill or tracking number – 1 copy
The Zurn export packing list – 1 copy
What additional documents may be required for an International order?
Certificate of origin
Shippers Letter of Instruction or also known as SLI
Letter of credit - additional process requirement
Special note: Any documents that are requested by the customer other than what is listed above will be handled by the Erie International team.

4. What Standard Documents are Needed to Process an International Order?
The International paperwork requirements is dependent on the requirements of the country that the product is shipping to. The shipment or cargo will not cross the International border if the documentation is not correct or is not sent to the customer or freight forwarder directly. Paperwork or processes that is not completed or followed correctly can have serious consequences to the company and to our customer. If the associate is not sure of the requirements or of the completed paperwork, please reach out to the Erie International team for assistance.
The interaction client will be located in two places –
**Note**
You will want to be aware as your client may already be running. It can be set up to automatically run when you log in to your computer.
 You can check to see if you left it open by simply observing the tool bar at the bottom of the screen. If it is open you will see this icon in your tool bar.

5. The Commercial Invoice Tab
The commercial invoice is created in Axapta by completing key components in the tab.
We will go ahead and walk through how to log in to the client – what you see here is your log in screen

6. The Commercial Invoice Fields
It is important that each of these fields are completed for the commercial invoice to populate with the correct information
Terms of sales – Incoterms
International dept. contact – Associate completing the commercial invoice
Destination – Ultimate destination of shipment
L/C number – Add Letter of credit if applicable or N/A
Status of shipment – Letter of credit or Open account
Document comments – use drop down menu
Documents declaration – use drop down menu
Delivery address – use set up button and copy address for commercial invoice

7. The Commercial Invoice
If a commercial invoice is missing a harmonized code or country of origin, the information must be added to be a valid International document.
If a country of origin populates with “ZZ”, this code represents multiple countries of origin and a visual review of product needs to confirm the country. This will need to be updated on the document before the paperwork is processed.

8. The Commercial Invoice
If any portion of the harmonized code or country of origin is missing, contact the Erie International Team.
Harmonized code or HS Code
The Harmonized Commodity Description and Coding System, also known as the Harmonized System (HS) of tariff nomenclature is an internationally standardized system of names and numbers to classify traded products.
Certificate of origin or COO
Certificate of origin (COO), is the country of manufacture, production, or growth where an article or product comes from.
Once you have completed logging in you will see the next screen which is our client. The client is the screen we will be living in; this is where all calls, s, chat and any interaction will be assigned to us through a workgroup queue that we are an active member of. The view you see on the screen will be the template you will see at GoLive.
Before we go any further I want to mention again that an interaction is any /call.
What is a work group? A work group is a shared address so for example the shared boxes at the service centers that receive s from the rep locations and factories. Another example might be a phone queue; for example at the Wilkins-PEX business unit we have order status queue and a tech support queue. These are now known as work groups.
Agent Assist – you may be thinking how does this assist our agents by voice recognition. Well, the client has the capability to recognize key words that the company has worked with the vendor to set up behind the scenes so when a caller calls in asking for a load rating it will begin to populate the page on or sharepoint where you would access documents related to load rating.
The pause button is there for when you find what you need you can stop the system from populating more information.
We have a few other fields that we will be covering shortly in the client view as well.

9. Country of origin certificate (COO)
The certificate of origin needs to be completed and formatted as shown
Customer name
Purchase order number
Commercial invoice number
When the certificate of origin is completed, send to Brian Braswell and Christopher Hand for a Document Control No. to be assigned.

10. Zurn Export Packing List
The Zurn export packing list must be completed in its entirety including converting pounds to Kilos (x.4536) and calculating cubic feet (LxWxH) / 1728)
Formulas have been added to the fields so no manual calculation is needed
The document will need to be signed and dated by the Zurn associate

11. Shippers Letter of Instruction (SLI) or (AES)
A Shippers letter of instruction is needed for an order value of over $2500. Most times, the freight forwarder will send their SLI to be completed as part of the International paperwork.

12. Letter of Credit Requirements
Many customers will submit an order where payment will be made via a Letter of credit. A letter of credit is a document from a bank guaranteeing that a seller will receive payment in full as long as certain delivery conditions have been met. In the event that the buyer is unable to make payment on the purchase, the bank will cover the outstanding amount. Special note regarding anti boycott language on letter of credits or International orders. It is important to note that while anti-boycott language is usually found in letter of credits, the language can also be found in a request for a quotation, shipping instructions as well as Terms and Conditions. These documents always need to be checked. All letter of credits are reviewed by Rexnord Trade Compliance which are submitted by the Erie International team. When in doubt, do not hesitate to contact Rexnord Trade Compliance at .

13. Letter of Credit Requirements
Be sure to review the attached templates for the Zurn export packing list, the Commercial invoice and the Certificate of origin. It is important to add the letter of credit information for the specific order to these documents.
For example:
We hereby certify that:
(A) This Invoice is authentic
(B) It is the only invoice issued by us for the goods describer herein
(C) It shows their exact value without deduction of any discount.
Shipping Marks: MB/ZURN
Letter of Credit No:ILC31/15/59660
Date of Issue:
United Arab Bank
Al Qasimiya Street
Sharjah United Arab Emirates
The template can be found on the Document comments in the Commercial Invoice tab. The Letter of Credit, Date of Issue needs to copied precisely from the original letter of credit for said order.

14. Letter of Credit Requirements

15. Letter of Credit Requirements
The letter of credit paperwork requirements are listed below.
3 signed in blue ink and blue stamped Zurn export packing lists
3 signed in blue ink, blue stamped and chamber sealed Commercial Invoices
Bill of lading - copy
2 signed in blue ink, blue stamped and chamber sealed Certificate of Origin
Exporter Shipper letter of instruction (if valued over $2500) – original
Special note: Not all paperwork require chamber sealed documents. Refer to the purchase order which will provide the needed paperwork requirements for that order.
All original documents are mailed NDA to the customer or freight forwarder identified on the Zurn customer SOP. The documents must also be ed to the freight forwarder which will allow cargo to move forward while the original documents are mailed next day air. These documents must be mailed no later than the next business day following the shipment.

16. Shipping Marks
Skids should be plastic band-wrapped, shrink wrapped and contain MARKS.
(2 marks (copies) per skid).
All skids need to be fumigated/heat treated if wood (ISPM wood)

17. Rexnord Integration Point

18. Rexnord Integration Point
Integration Point Denied Party Screening (DPS) software is a comprehensive global referencing tool that simultaneously scans multiple control lists from around the world including, but not limited to, North America, Europe, and Asia. This screening process searches for denied persons and entities plus embargoes or sanctioned countries all with a single search.
A Zurn associate can be held personally responsible for shipping to a country that has not been approved by the Trade Compliance group if records exist when processing the denied party screening.
Special note: Each order is screened in advance of the order being transmitted to a Service Center for shipment by the International teams and Erie Credit.
Exceptions: ZIL (Zurn Canada)
LWG – Zurn Australia

19. Rexnord Integration Point

20. Rexnord Integration Point
Format to use when entering notes is Sales order / Purchase order
For ex: SO# SO# / PO# /0067

21. International Subject Matter Experts
Erie International / ZSPEC:
-Carrie Schuschu –
-Mary Montgomery –
-Lyndsey Smith –
-Tina Mabie –
-Bill Weyand –
PEX International
-Dotty Leeper –
Zurn Wilkins International
-Marguerite Hull or Frances Gallardo–
Commercial Brass International
Cathy Berlund –
Rexnord Trade Compliance -

22. International Questions

23. Basic 101 International Training Frequently Asked Questions
How is a commercial invoice processed for a sample order?
A commercial invoice for a sample order cannot be processed with a zero dollar value. The value must be reflected in the commercial invoice by selecting “No Charge Comments” from the drop down menu in Document comments. The value is determined many times by a cost with an added percentage or a net price. Remember when processing a sample order that the majority of the time Zurn will be paying the duties/taxes for the export shipment.
Example: Free Trade Sample
Value $
Customs Purpose Only
No Commercial Value
Can an International order be shipped when the shipment is built or pulled and the ship to address is confirmed?
No, it is critical that each business unit or Service Center process a daily export open order report which will list orders that are released for shipment by the Erie Credit Department or the Erie International team. At no time can an International order be released or shipped without this approval.

24. Basic 101 International Training Frequently Asked Questions
What is an export open order report?
The export open report is automated and delivered to a predefined address each morning. The column titled CS Notes must be manually updated each day from the previous day’s report. This can be easily accomplished by using the vlookup formula in excel. The updated report is forwarded to the Erie Department for review and order approval.