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Sandra Coty, A.N. Deringer Inc. Carlos Rodriguez, Contractor, ABO U.S. Customs and Border Protection ACE Reports Demonstration Global Trade Educational Conference August 9, 2016

Sandra Coty, A.N. Deringer Inc. Carlos Rodriguez ... · Carlos Rodriguez, Contractor, ABO U.S. Customs and Border Protection ACE Reports Demonstration Global Trade Educational Conference

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Page 1: Sandra Coty, A.N. Deringer Inc. Carlos Rodriguez ... · Carlos Rodriguez, Contractor, ABO U.S. Customs and Border Protection ACE Reports Demonstration Global Trade Educational Conference

Sandra Coty, A.N. Deringer Inc. Carlos Rodriguez, Contractor, ABOU.S. Customs and Border Protection

ACE Reports Demonstration

Global Trade Educational ConferenceAugust 9, 2016

Page 2: Sandra Coty, A.N. Deringer Inc. Carlos Rodriguez ... · Carlos Rodriguez, Contractor, ABO U.S. Customs and Border Protection ACE Reports Demonstration Global Trade Educational Conference

Agenda

ACE Reports Training Materials

Running ACE Reports Demonstration

Additional ACE References and Resources

Questions and Answers Session

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Page 3: Sandra Coty, A.N. Deringer Inc. Carlos Rodriguez ... · Carlos Rodriguez, Contractor, ABO U.S. Customs and Border Protection ACE Reports Demonstration Global Trade Educational Conference

ACE Report Training

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https://www.cbp.gov/trade/ace/reports-training-and-user-guides

Page 4: Sandra Coty, A.N. Deringer Inc. Carlos Rodriguez ... · Carlos Rodriguez, Contractor, ABO U.S. Customs and Border Protection ACE Reports Demonstration Global Trade Educational Conference

ACE Report Videos Series

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• Accessing ACE Reports

• Setting Default Preferences

• Navigating ACE Reports

• Navigating the Workspace

• Running Standard Reports

• Saving and Exporting a Reports

• Modifying Report Queries

• Modifying Display of a Report

• Modifying Query Filters

• Creating Ad Hoc Reports

• Scheduling a Recurring Report

https://www.cbp.gov/trade/ace/reports-training-and-user-guides

Page 5: Sandra Coty, A.N. Deringer Inc. Carlos Rodriguez ... · Carlos Rodriguez, Contractor, ABO U.S. Customs and Border Protection ACE Reports Demonstration Global Trade Educational Conference

ACE Reports Home Page

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Page 6: Sandra Coty, A.N. Deringer Inc. Carlos Rodriguez ... · Carlos Rodriguez, Contractor, ABO U.S. Customs and Border Protection ACE Reports Demonstration Global Trade Educational Conference

Import ACE Reports

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Page 7: Sandra Coty, A.N. Deringer Inc. Carlos Rodriguez ... · Carlos Rodriguez, Contractor, ABO U.S. Customs and Border Protection ACE Reports Demonstration Global Trade Educational Conference

Export ACE Reports

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Page 8: Sandra Coty, A.N. Deringer Inc. Carlos Rodriguez ... · Carlos Rodriguez, Contractor, ABO U.S. Customs and Border Protection ACE Reports Demonstration Global Trade Educational Conference

Running Reports

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Reminders:

• Select your designated account view

• Disable your Internet browser’s Pop-Up blocker

Page 9: Sandra Coty, A.N. Deringer Inc. Carlos Rodriguez ... · Carlos Rodriguez, Contractor, ABO U.S. Customs and Border Protection ACE Reports Demonstration Global Trade Educational Conference

Canned CR–005 Cargo Release Entry Details Report

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Page 10: Sandra Coty, A.N. Deringer Inc. Carlos Rodriguez ... · Carlos Rodriguez, Contractor, ABO U.S. Customs and Border Protection ACE Reports Demonstration Global Trade Educational Conference

CR–005 Cargo Release Entry Details Report Prompts

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Page 11: Sandra Coty, A.N. Deringer Inc. Carlos Rodriguez ... · Carlos Rodriguez, Contractor, ABO U.S. Customs and Border Protection ACE Reports Demonstration Global Trade Educational Conference

CR–005 Cargo Release Entry Details Report Results

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Page 12: Sandra Coty, A.N. Deringer Inc. Carlos Rodriguez ... · Carlos Rodriguez, Contractor, ABO U.S. Customs and Border Protection ACE Reports Demonstration Global Trade Educational Conference

Modified CR–005 Cargo Release Entry Details Report

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Page 13: Sandra Coty, A.N. Deringer Inc. Carlos Rodriguez ... · Carlos Rodriguez, Contractor, ABO U.S. Customs and Border Protection ACE Reports Demonstration Global Trade Educational Conference

CR–005 Cargo Release Entry Details Report Query Panel

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Page 14: Sandra Coty, A.N. Deringer Inc. Carlos Rodriguez ... · Carlos Rodriguez, Contractor, ABO U.S. Customs and Border Protection ACE Reports Demonstration Global Trade Educational Conference

CR–005 Cargo Release Entry Details Report Results

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Page 15: Sandra Coty, A.N. Deringer Inc. Carlos Rodriguez ... · Carlos Rodriguez, Contractor, ABO U.S. Customs and Border Protection ACE Reports Demonstration Global Trade Educational Conference

Canned AM–068 Entry Summary Report

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Page 16: Sandra Coty, A.N. Deringer Inc. Carlos Rodriguez ... · Carlos Rodriguez, Contractor, ABO U.S. Customs and Border Protection ACE Reports Demonstration Global Trade Educational Conference

Modified AM–068 Entry Summary Report

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Page 17: Sandra Coty, A.N. Deringer Inc. Carlos Rodriguez ... · Carlos Rodriguez, Contractor, ABO U.S. Customs and Border Protection ACE Reports Demonstration Global Trade Educational Conference

Using Wildcards in the Modified AM–068 Entry Summary Report

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Page 18: Sandra Coty, A.N. Deringer Inc. Carlos Rodriguez ... · Carlos Rodriguez, Contractor, ABO U.S. Customs and Border Protection ACE Reports Demonstration Global Trade Educational Conference

Using “And/Or” Operators in the Modified AM–068 Entry Summary Report

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Page 19: Sandra Coty, A.N. Deringer Inc. Carlos Rodriguez ... · Carlos Rodriguez, Contractor, ABO U.S. Customs and Border Protection ACE Reports Demonstration Global Trade Educational Conference

AM–068 Entry Summary Report Results

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Page 20: Sandra Coty, A.N. Deringer Inc. Carlos Rodriguez ... · Carlos Rodriguez, Contractor, ABO U.S. Customs and Border Protection ACE Reports Demonstration Global Trade Educational Conference

Canned AM–008 Entry Summary Line Detail Report

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Page 21: Sandra Coty, A.N. Deringer Inc. Carlos Rodriguez ... · Carlos Rodriguez, Contractor, ABO U.S. Customs and Border Protection ACE Reports Demonstration Global Trade Educational Conference

Modified AM–008 Entry Summary Line Detail Report

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Page 22: Sandra Coty, A.N. Deringer Inc. Carlos Rodriguez ... · Carlos Rodriguez, Contractor, ABO U.S. Customs and Border Protection ACE Reports Demonstration Global Trade Educational Conference

AM–008 Entry Summary Line Detail Report Results

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Page 23: Sandra Coty, A.N. Deringer Inc. Carlos Rodriguez ... · Carlos Rodriguez, Contractor, ABO U.S. Customs and Border Protection ACE Reports Demonstration Global Trade Educational Conference

Canned AM–100 Courtesy Notice of Liquidation Report

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Page 24: Sandra Coty, A.N. Deringer Inc. Carlos Rodriguez ... · Carlos Rodriguez, Contractor, ABO U.S. Customs and Border Protection ACE Reports Demonstration Global Trade Educational Conference

Modified AM–100 Courtesy Notice of Liquidation Report

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Page 25: Sandra Coty, A.N. Deringer Inc. Carlos Rodriguez ... · Carlos Rodriguez, Contractor, ABO U.S. Customs and Border Protection ACE Reports Demonstration Global Trade Educational Conference

AM–100 Courtesy Notice of Liquidation Report Results

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Page 26: Sandra Coty, A.N. Deringer Inc. Carlos Rodriguez ... · Carlos Rodriguez, Contractor, ABO U.S. Customs and Border Protection ACE Reports Demonstration Global Trade Educational Conference

Canned ESM-7068 Entry Summary Report

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Page 27: Sandra Coty, A.N. Deringer Inc. Carlos Rodriguez ... · Carlos Rodriguez, Contractor, ABO U.S. Customs and Border Protection ACE Reports Demonstration Global Trade Educational Conference

Modified ESM-7068 Entry Summary Report

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Page 28: Sandra Coty, A.N. Deringer Inc. Carlos Rodriguez ... · Carlos Rodriguez, Contractor, ABO U.S. Customs and Border Protection ACE Reports Demonstration Global Trade Educational Conference

ESM-7068 Entry Summary Report Results

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Page 29: Sandra Coty, A.N. Deringer Inc. Carlos Rodriguez ... · Carlos Rodriguez, Contractor, ABO U.S. Customs and Border Protection ACE Reports Demonstration Global Trade Educational Conference

Adding MPF and HMF to the ESM – 7068 Entry Summary Report

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Page 30: Sandra Coty, A.N. Deringer Inc. Carlos Rodriguez ... · Carlos Rodriguez, Contractor, ABO U.S. Customs and Border Protection ACE Reports Demonstration Global Trade Educational Conference

Adding MBL and HBL to the ESM – 7068 Entry Summary Report

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Page 31: Sandra Coty, A.N. Deringer Inc. Carlos Rodriguez ... · Carlos Rodriguez, Contractor, ABO U.S. Customs and Border Protection ACE Reports Demonstration Global Trade Educational Conference

Canned ESM-7008 Entry Summary Line Details Report

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Page 32: Sandra Coty, A.N. Deringer Inc. Carlos Rodriguez ... · Carlos Rodriguez, Contractor, ABO U.S. Customs and Border Protection ACE Reports Demonstration Global Trade Educational Conference

Modified ESM-7008 Entry Summary Line Detail Report

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Page 33: Sandra Coty, A.N. Deringer Inc. Carlos Rodriguez ... · Carlos Rodriguez, Contractor, ABO U.S. Customs and Border Protection ACE Reports Demonstration Global Trade Educational Conference

ESM-7008 Entry Summary Report Results

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Page 34: Sandra Coty, A.N. Deringer Inc. Carlos Rodriguez ... · Carlos Rodriguez, Contractor, ABO U.S. Customs and Border Protection ACE Reports Demonstration Global Trade Educational Conference

Modified ESM-7025 CBP Form 28,29, and 4647 Report

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Page 35: Sandra Coty, A.N. Deringer Inc. Carlos Rodriguez ... · Carlos Rodriguez, Contractor, ABO U.S. Customs and Border Protection ACE Reports Demonstration Global Trade Educational Conference

Removing Entry Summary Source Code from ESM – 7025 CBP Form 28,29, and 4647 Report

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Page 36: Sandra Coty, A.N. Deringer Inc. Carlos Rodriguez ... · Carlos Rodriguez, Contractor, ABO U.S. Customs and Border Protection ACE Reports Demonstration Global Trade Educational Conference

Click on this button bar

Creating an Ad Hoc Report for PGA Message Set Data (Broker)

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Page 37: Sandra Coty, A.N. Deringer Inc. Carlos Rodriguez ... · Carlos Rodriguez, Contractor, ABO U.S. Customs and Border Protection ACE Reports Demonstration Global Trade Educational Conference

Creating an Ad Hoc Report for PGA Message Set Data (Importer)

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Click on this button bar

Page 38: Sandra Coty, A.N. Deringer Inc. Carlos Rodriguez ... · Carlos Rodriguez, Contractor, ABO U.S. Customs and Border Protection ACE Reports Demonstration Global Trade Educational Conference

Selecting the PGA Message Set Universe and Assigning a Report Name and Description (Broker)

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Page 39: Sandra Coty, A.N. Deringer Inc. Carlos Rodriguez ... · Carlos Rodriguez, Contractor, ABO U.S. Customs and Border Protection ACE Reports Demonstration Global Trade Educational Conference

Selecting the PGA Message Set Universe and Assigning a Report Name and Description (Importer)

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Page 40: Sandra Coty, A.N. Deringer Inc. Carlos Rodriguez ... · Carlos Rodriguez, Contractor, ABO U.S. Customs and Border Protection ACE Reports Demonstration Global Trade Educational Conference

Ad Hoc PGA Message Set Report

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Page 41: Sandra Coty, A.N. Deringer Inc. Carlos Rodriguez ... · Carlos Rodriguez, Contractor, ABO U.S. Customs and Border Protection ACE Reports Demonstration Global Trade Educational Conference

Ad Hoc PGA Message Set Report Query Panel

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Page 42: Sandra Coty, A.N. Deringer Inc. Carlos Rodriguez ... · Carlos Rodriguez, Contractor, ABO U.S. Customs and Border Protection ACE Reports Demonstration Global Trade Educational Conference

Ad Hoc PGA Message Set Report Results

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Page 43: Sandra Coty, A.N. Deringer Inc. Carlos Rodriguez ... · Carlos Rodriguez, Contractor, ABO U.S. Customs and Border Protection ACE Reports Demonstration Global Trade Educational Conference

Scheduled AR-007 Periodic Statement Detail Report – Step 1

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Page 44: Sandra Coty, A.N. Deringer Inc. Carlos Rodriguez ... · Carlos Rodriguez, Contractor, ABO U.S. Customs and Border Protection ACE Reports Demonstration Global Trade Educational Conference

Scheduled AR-007 Periodic Statement Detail Report – Step 2

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Page 45: Sandra Coty, A.N. Deringer Inc. Carlos Rodriguez ... · Carlos Rodriguez, Contractor, ABO U.S. Customs and Border Protection ACE Reports Demonstration Global Trade Educational Conference

Scheduled AR-007 Periodic Statement Detail Report – Step 3

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Page 46: Sandra Coty, A.N. Deringer Inc. Carlos Rodriguez ... · Carlos Rodriguez, Contractor, ABO U.S. Customs and Border Protection ACE Reports Demonstration Global Trade Educational Conference

Exporter Reports

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Page 47: Sandra Coty, A.N. Deringer Inc. Carlos Rodriguez ... · Carlos Rodriguez, Contractor, ABO U.S. Customs and Border Protection ACE Reports Demonstration Global Trade Educational Conference

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Reports – Document Tab

AES Trade Export Reports

Page 48: Sandra Coty, A.N. Deringer Inc. Carlos Rodriguez ... · Carlos Rodriguez, Contractor, ABO U.S. Customs and Border Protection ACE Reports Demonstration Global Trade Educational Conference

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Reports – Document Tab

AES Trade Export Reports

Page 49: Sandra Coty, A.N. Deringer Inc. Carlos Rodriguez ... · Carlos Rodriguez, Contractor, ABO U.S. Customs and Border Protection ACE Reports Demonstration Global Trade Educational Conference

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Trade Export Tab - Summary

Page 50: Sandra Coty, A.N. Deringer Inc. Carlos Rodriguez ... · Carlos Rodriguez, Contractor, ABO U.S. Customs and Border Protection ACE Reports Demonstration Global Trade Educational Conference

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Trade Export Reports Data Elements AES – 201 – Filer Transactions Report

AES – 202 – USPPI Transactions Report

AES – 203 – USPPI Agent-Filed Routed Transactions Report

Page 51: Sandra Coty, A.N. Deringer Inc. Carlos Rodriguez ... · Carlos Rodriguez, Contractor, ABO U.S. Customs and Border Protection ACE Reports Demonstration Global Trade Educational Conference

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AES – 201 Filer Transactions Report

Prompts

Page 52: Sandra Coty, A.N. Deringer Inc. Carlos Rodriguez ... · Carlos Rodriguez, Contractor, ABO U.S. Customs and Border Protection ACE Reports Demonstration Global Trade Educational Conference

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AES – 202 USPPI Transactions Report

Prompts

Page 53: Sandra Coty, A.N. Deringer Inc. Carlos Rodriguez ... · Carlos Rodriguez, Contractor, ABO U.S. Customs and Border Protection ACE Reports Demonstration Global Trade Educational Conference

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AES – 203- USPPI Agent-Filed Routed

Transactions Report

Prompts

Page 54: Sandra Coty, A.N. Deringer Inc. Carlos Rodriguez ... · Carlos Rodriguez, Contractor, ABO U.S. Customs and Border Protection ACE Reports Demonstration Global Trade Educational Conference

References and Resources

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Page 55: Sandra Coty, A.N. Deringer Inc. Carlos Rodriguez ... · Carlos Rodriguez, Contractor, ABO U.S. Customs and Border Protection ACE Reports Demonstration Global Trade Educational Conference

ACE on CBP.gov1. Left hand navigation:

Getting started

Technical Docs like CATAIR, IGs, etc.

ACE Features –links to more detail on ACE

2. Middle column –updated with latest news/headlines

3. Gray box at bottom:

Always on the main page

Links to ACEopedia, Schedule, Events Calendar

4. Right hand navigation:

ACE portal link

CSMS

Training

2

1

33

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Page 56: Sandra Coty, A.N. Deringer Inc. Carlos Rodriguez ... · Carlos Rodriguez, Contractor, ABO U.S. Customs and Border Protection ACE Reports Demonstration Global Trade Educational Conference

Stay up to date on ACE News• Cargo Systems Messaging Service (CSMS)

Subscription-based message system for users of CBP automated commercial trade systems

• Receive alerts on:

All commercial systems, including truck e-Manifest, air manifest, rail manifest, ocean manifest, and Automated Broker Interface (ABI)

• CSMS offers subscribers two ways to get concept:

Messages e-mailed directly to subscribers

Messages also stored on a searchable database, accessible via CBP.gov

• Subscribe for CSMS messages at: https://service.govdelivery.com/accounts/USDHSCBP/subscriber/new?qsp=938

• Visit the CSMS home page to search for messages: http://apps.cbp.gov/csms/csms.asp?display_page=1

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Page 57: Sandra Coty, A.N. Deringer Inc. Carlos Rodriguez ... · Carlos Rodriguez, Contractor, ABO U.S. Customs and Border Protection ACE Reports Demonstration Global Trade Educational Conference

ACE Outreach on CBP.gov

• New page that lists CBP public outreach sessions on ACE Regularly as events are

scheduled Includes info on location,

registration (if required) and how to attend each event

• After events we will post: Webinar recordings Presentations, materials used

WWW.CBP.GOV/ACEOUTREACH

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Page 58: Sandra Coty, A.N. Deringer Inc. Carlos Rodriguez ... · Carlos Rodriguez, Contractor, ABO U.S. Customs and Border Protection ACE Reports Demonstration Global Trade Educational Conference

ACE Resources

Technical Support

For technical support with

the ACE system, functions

or data, please

contact:

[email protected]

(866) 530-4172

General Support

For non-technical inquiries

please submit questions

to:

[email protected]

News & Training

For non-technical inquiries

please submit questions

to:

cbp.gov/aceoutreach

cbp.gov/trade/ace/training-and-reference-guides

http://apps.cbp.gov/csms/csms.asp?display_page=1

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Page 59: Sandra Coty, A.N. Deringer Inc. Carlos Rodriguez ... · Carlos Rodriguez, Contractor, ABO U.S. Customs and Border Protection ACE Reports Demonstration Global Trade Educational Conference

[email protected]

1-866-530-4172

www.cbp.gov/trade/automated/ace-faq

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