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Search ONESOURCE Global Trade Support Help and Support.

This article applies to:

  • Product: ONESOURCE Global Trade
  • Sub-Product: Export Management

Creating a Template

Users can either create a brand-new template or copy/modify an existing template. In either case, click
New
 to open the
Create New
 pop-up.

Creating a New Template

Once
New
 is clicked in the
Template Management
 screen, the
Create New
 pop-up will appear. This pop-up gives the user an opportunity to create a new template or modify an existing template.
To create a new template, click the
New
 radio button. Next, enter an Export Country and Import Country, fill in a Template Name, and then click
Save
.

Modifying a Copy of an Existing Template

Once
New
 is clicked in the
Template Management
 screen, the
Create New
 pop-up will appear. This pop-up gives the user an opportunity to create a new template or modify an existing template.
To copy and modify an existing template, click From Template. Choose a template to copy, make the necessary modifications, and then click
Save
.
It is strongly recommended that the template name be changed prior to saving. Doing so prevents duplicate template names from being entered into the system.

Form

Some of the tabs (e.g.
Header
) are in a form view. Depending on how the system was configured, the fields on a form tab may be broken into one or multiple sections, as indicated by a gray bar.
Hiding/Expanding Sections
To hide a section, choose a section to hide and then click its corresponding arrow on the far right.
The fields for that section will now be hidden on the screen. Clicking the arrow a second time will make the fields visible again.
Fields
Fields with a red asterisk (*) beside the field name are required fields and cannot be omitted. If the user attempts to save the license and a required field is blank; the system will generate an error message on the screen.
Filter Form Fields
Each section will have a
Filter Form Fields
 search box. As the user types a value into this textbox, the section will refresh to only show fields matching what was typed.
Show Required Fields
To filter a section to only show the required fields, check the
Show Required Fields
 box. The grid will refresh to only show required fields.
Show Empty Fields
To filter a section to only show the empty fields, check the
Show Empty Fields
 box. The grid will refresh to only show empty fields.

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