The Single Administrative Document (SAD) is a generic form designed by the United Nations Conference on Trade – SITE to be used for various customs clearance processing.

The document is configurable to adapt to import and export processing and may be further customized as to form labels. It adheres to WCO and WTO standards.

The various customs process or regime that use the form are import, export, warehousing, transshipment and transit. A particular customs regime has a specialized set of business rules, set of relational fields and tax and duty computation.

TWM closely adheres to the Asycuda business rules and tax and duty computation. A SAD that passes the VASP validation is nearly always sure to pass the validation rules of the BOC system, Asycuda. The VASP application uses the same reference tables being used in the Customs Asycuda system, ensuring that users’ data input are validated against the most updated version of the Customs reference tables.

In the Phase 1 implementation of the VASP, import for home use and warehousing are covered.

Another document, VASP Getting Started, must be read before continuing to the next sections.

This user manual assumes that the user is a Customs broker, or if not, is very familiar with the SAD form.

The Document Library is the main function in the TWM desktop.

Click on this icon on the toolbar to open the document library, a tree of the e-documents you can be access.

Expanding the tree is triggered by a click on the tailed icon . Horizontal tailed icon denotes a sub-tree or branch. A vertical-tailed icon signifies the options displayed are the lowest branch of the tree. To collapse a branch, click on the vertical-tailed icon.

The options are:

• Customs Administration – refer to functions for accounts management, Customs documents, payment operations and reference lists. Phase 1 users will not use this function.
• International norms are reference tables used in the SAD. You may view the contents of these tables.
• PSAD is the branch for Phase 1 SAD and will be the main functions to be used for Customs processing.
• Tax Administration branch is not implemented for Phase 1 VASP.
• My Profile is the e-document for you to update your user password, desktop preferences.

Click on PSAD horizontal-tailed icon.

To work on a SAD, select SAD and right click mouse.

The local menu shows the main option New and Find. New is selected if a new SAD will be created. Find is selected to view previously created / submitted SAD.

The PSAD has only two status – submitted and processed. Once a SAD has been submitted to the Customs gateway, the SAD can not be modified. The SAD status is changed to processed once a response is received from the Customs gateway.

• NEW SAD

  Click on NEW in the Local Menu.

  A blank SAD form shall be displayed.

  The SAD screen form looks the same as the Import Entry and Internal Revenue Document (IEIRD), the paper form currently used by brokers as the clearance document.

  The SAD boxes are numbered. References to fields will use SAD Box numbers.

  With the correspondence of the screen form and the paper form, which both adhere to the internationally-accepted SAD layout, you should not need extensive training to use the form.

  

• The Toolbar

Icon	Triggered Process
Verify the document	This icon triggers the validation of the entries in the SAD. Each field entry is validated against the configuration of the SAD type. Fields are either mandatory, optional or prohibited. Some fields are validated against the reference tables. Calculation of duties and taxes is initiated and the duties and taxes calculated are displayed in Box 47.
Submit	Submit creates an XML file that will be sent to the Customs Gateway. The system does not allow SAD submission until all errors are corrected.
Import from a TWM-SAD XML file	This button allows you to load a previously prepared SAD XML file.
Export to TWM-SAD XML file	This icon allows you to save your SAD as an XML in your local workstation.
Export TWM-SAD XML file into the clipboard	This icon allows you to save your SAD XML in the clipboard for copying to another document.
Print SAD Hardcopy	Print the SAD screen form, including boxes and labels.
Print customized SAD	This button is used to print the SAD on a pre-printed form. Boxes and labels will not be printed.
Add 3 items	The SAD can accept as many as 999 items, with each item corresponding to a unique ASEAN Harmonized Tariff Nomendature (commodity code). The first page of the SAD form has space for only one item. This icon allows you to bring up a blank form for additional 3 items.
	Delete first item / delete second item / delete third item from the page
Finder Tool	Please refer to Getting Started on how to use the Finder Tool.
Help	Use this icon to get an online version of this user's manual.

• The Tabs

  The tabs are at the bottom of the SAD screen form. They represent forms that make up the SAD.

  

  Tab Name	Form
  S.A.D. (Single Administrative Document)	This form displays a screen form for the SAD general segment and one item. The SAD general segment contains information about the entire shipment, like the exporter, the consignee, the broker, the total weight of the cargo, the country of export, transport used, etc. Refer to CMO 20-2007 for information details.
  Val. Note (Valuation Note)	The Valuation Note form is where you indicate the information that would be used to indicate value of the cargo. The amounts in the valuation note will be apportioned to the different items in the SAD depending on the valuation method you select. The default is "Apportioned be value".
  Item Val. Note (Item Valuation Note)	Each item will be valued. You should indicate invoice value per commodity item. The other costs like external freight, insurance and other cost are apportioned in proportion of the commodity invoice value against the entire shipment value and costs.
  Asmnt. Notice (Assessment Notice)	Duties and Taxes to be paid.

The PSAD features many user-friendly components. There is a tool tip that displays the field name once the mouse hovers over a field. For a field entry that uses a lookup table, a small yellow downward arrow appears at the extreme right of the field. Clicking on this downward arrow will display entries from the lookup or reference table.

In two related field where the code is for entry, and the name is to be displayed, you can also type in the name corresponding to the code. The system performs a dynamic search as you type in the name.

For other fields where no lookup arrow appears, you can use the Finder tool.

Fill up the PSAD from top to bottom, left to right, following the box numbers. After filling in one item, determine if there are more items to include in the PSAD. To add another Item Page, click on the Add three Items to the PSAD using the toolbar icon.

Immediately, the red ear at the left side of the PSAD form will show another ear for the 2nd page iteration.

SAD BOX	DEFINITION
A OFFICE OF DESTINATION	This is default to "P02A"
1 DECLARATION	On the first box, enter 4 4 as the model of declaration. There is a yellow downward arrow to use if you want to see what entries are available.
2 EXPORTER / SUPPLIER	The exporter code is not necessary. Enter the name and address of the exporter.
3 IMPORTER / CONSIGNEE	Importer code is mandatory. Use the yellow download icon to see a list or previously used TIN codes. If the importer's TIN is not in the look up list, use the finder tool to look for the importer TIN in the reference table.
14 BROKER / ATTY-IN-FACT	Broker code is mandatory. If your profile is that of broker, your brokers TIN is automatically supplied in this box and cannot be modified. If you are lodged in as an aggregator, this box is open for your data entry.
MANIFEST NUMBER	This box should contain the Registry Number of the vessel that carried the shipment to Manila. Format should be in 3 letters and 4 digits then - year (AAA999-07)
6 TOTAL PACKAGES	Enter the number of packages. The TOTAL PACKAGES should equal the sum of all packages at the item level. MANDATORY BOX
7 REFERENCE NUMBER	Enter a unique number to identify this SAD before it is given a registration number of BOC. Usually IEIRD serial number is used. MANDATORY BOX/NO SPECIAL CHARACTER TO BE ENCODED
9 CRF	This box is used in Export, not import. "SKIP"
13 T. Rel. (Tentative Release indicator)	This box is not mandatory, may left blank.
15 COUNTRY OF EXPORT	Use the dynamic search to encode the correct entry
18 VESSEL / AIRCRAFT	Enter the name of the ship or the airline that brought the shipment to the Philippines.
19 CT	Container flag. Use mouse to click on the field or space bar if your shipment is containerize.
20 TERMS OF DELIVERY	Lookup in the reference table. Click the yellow downward arrow to get a selection list.
29 PORT OF DESTINATION	Enter Customs Office code
30 LOCATION OF GOODS	Select from a look up list. This is the customs bonded warehouse where the goods are temporarily stored while you complete the clearance process.
22 F. Cur. (Foreign Currency)	Select from dropdown of foreign currency list
TOTAL CUSTOMS VALUE	Enter amount
24 THRU BANK TRANSACTIONS	Enter the first field and skip the second field This box is based on "BANK CHARGES". If your entry has no bank charges put no. "2" (code) on this box If your entry has bank charges - leave it blank
28 Financial and Banking Data Bank code Terms of Payment Branch code Bank Reference Number	Use lookup tables Use lookup tables Use lookup tables Only the IEIRD serial number will be used
31 MARKS AND NUMBERS Number and Kind	Enter marks and numbers Enter the number of packages. Enter package code
33 H.S. Code	The broker should be able to supply this. Use the finder tool to find the appropriate H.S. Code. Double-click on the selected entry to automatically supply the entry in the H.S. Code field.
34 C.O. Code (Country of Origin Code)	Use the dropdown tool to find the Country of Origin.
35 Item Gross Weight	Shipments weight including packaging in kilogram
35 Preferences	If the shipment is covered by preferential rates between country of origin and the Philippines, indicate the preference here. Lookup table can be consulted for preference code.
37 Procedure	This is the customs procedure that will cover the shipment. Consult the lookup table.
38 Item Net Weight	The item net weight is the weight of the goods, not including packing materials in kilogram.
39 <unlabeled> Valuation Response	The value can be looked up in a reference table
31 User's own goods description	The first and second line of the goods description is the tariff description. The third line are reserved for the broker's own description
40 AWB / HBL	Enter the airway bill or house bill of lading. NO SPECIAL CHARACTER SHOULD BE ENCODED
41 Supplementary Units	If the AHTN code has been set up to have supplementary units, enter the number of units of the shipment. For example, the goods imported were shoes. The item gross weight should reflect the weight of the shoes. Supplementary units will show the number of pairs of shoes.
43 <no label> Valuation method code	The default value is 1, which means apportionment of the freight, insurance and other cost will be based on the ration of the item's invoice value against the total invoice value of the shipment.
44 Add Infos..	OthinEV - Other costs already included in the export value, 0 - Not included, 1 - included InsinFrt - Insurance already included in Freight 0 - Not included, 1 - included Fine - for freight 0 - if there is freight, 1 - if there is no Inv. No. - enter invoice number Dump ond - enter if any
45 Adjustment	Default is 1
48 Prepaid Account Number	This box is used if youare going to use a pre-payment account to pay for the duties, taxes and fees of the SAD. MANDATORY FOR WAREHOUSING AND TRANSSHIPMENT NO SPECIAL CHARACTER SHOULD BE ENCODED
49 Identification of Warehouse	This box is used in warehousing and transshipment regime. Indicate the warehouse where the goods will be transfered. The next line is for the warehouse time.

The valuation note is a form for entering the costs incurred in shipping the goods to the Philippines. Here, you should enter the cost of external freight (shipping or air freight), insurance, internal freight and other costs.

On the top of the screen is stated the Working mode for the Valuation Note. In this case, it is “Apportionment per value”. This is the Valuation method we selected in Box 43 of the SAD. Apportionment per value means the costs of the shipment are apportioned to the items of the SAD based on the invoice amount assigned per item.

Fill in the costs when applicable. There is a column for FCX Code. This is the foreign currency code. If this column is not filled up, the system defaults the currency to the national currency – Philippine Pesos.

The total cost and the CIF value will be computed at the bottom of the screen.

Please proceed to Item Valuation Note.

The Item Valuation note looks very similar to the Valuation Note. This form is used to enter the value of the individual items in the shipment. Based on the valuation method, the system automatically calculates the costs associated with the item.

There will be as many Item Valuation Notes as there are items in the SAD. The total Invoice Value of the items should not exceed the Invoice Value of the entire shipment.

Return to the PSAD.

It is now time to verify your document by clicking on the Verify icon.

Click on this icon to verify this form of the SAD.

The message box will display a list of the fields with errors.

Move the highlight over a line and double click,

The cursor will bring you to the field in error. Correct and click Verify again.

In the example, clicking on the error “Border customs office – code is mandatory” will bring you to Box 29, Port of destination. Fill in the correct Port of Destination, which in this case, is the same as the office of entry, and Verify again until there are no more errors displayed.

Repeat until all errors have been corrected, message will appear

After all errors have been corrected, you are now ready to submit the PSAD to BOC.

Click on the Submit icon.

Tick the box for S.A.D. document, hardcopy and the box for e-Mail to: Send an e-mail to your Team Captain. The SAD that you submitted will be attached to your e-mail.

Once received the email from BOC view the attachment and go to the ASSESSMENT notice tab.

Print 2 copies of Assessment Notice.

Click on the Forward arrow key to end the SAD process.

For the security of your account please change your password as soon as you received it. Your “password” is equivalent to your signature during the Phase1 (PSAD). For CSAD, additional security feature is used. For every transaction you make with the BOC, your electronic signature will be required to complete the transaction in CSAD. Below is the procedure in changing your password:

• Go to Document Library
• Right click My Profile and go to Update

  

• Click authentication tab
• Change password according to your preference
• Re-enter password

  

• Click Update icon

  

• System will instruct you to type your old password, then click the check sign

  

You now have your own password that only you know of.

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