Worksheet - Certification Documents

Certificates can be created to meet certain export trade standards. They may also be used in conjunction with a Letter of Credit to be issued to a Bank or Customer. Certification Documents can appear differently, depending on how you have set them up. See Creating Certificate Documents for more information.

Letter of Credit & Export Shipping Information
The Certificate is one of those documents that also pulls information from the Letter of Credit (LC) for specific fields. If there isn't an LC or certain information is not available on the LC, then it will reference the Export Shipping Information (ESI) section on the Sales Order. If that is also blank then it will pull the information directly from the Worksheet (WKS). The diagram below demonstrates the hierarchy of which form and field, on that form, that the information will get pulled from first.

If you have additional questions, please contact the Support Team via email to support@cietrade.net.