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Free Trade Agreement (FTA) Analyzer
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Search ONESOURCE Global Trade Support Help and Support.

This article applies to:

  • Product: ONESOURCE Global Trade
  • Sub-Product: Free trade agreements

Create New Report

To begin creating a report, click on the
Create Report
 button.
The
Create Report
 pop-up window will appear.
The modal displays the required and optional data.

Download Template

You can download a spreadsheet template to start.
  1. Click
    Download spreadsheet template to get started
    .
  2. The file is downloaded to your local drive. Click on the file to open it. The spreadsheet is opened in Excel.
  3. Insert your data.
  4. When you finish inserting all the required data, save the file.

Required and Optional Data

The pop-up displays the required and optional data as described below.
Required Data
Optional data
Description
Product Number
Unique product identifier.
Product Description
Unique product description associated with each product number.
Product Group
Collection of departments, classes, subclasses, or items that are grouped together for streamlined reporting.
HS Number
Classification code used by customs authorities to identify products and determine duty rate.
Origin Country
2-letter code for the country manufacturing the good.
Export Country
2-letter code for the country shipping products; assumed to be the FTA country of origin for the purposes of this report.
Import Country
2-letter code for the country receiving products.
Import Volume
Sales volume; number of goods or units.
Import Customs Value Per Unit
Value used to calculate customs duties for imported goods.
Optional Data
Optional data
Description
Currency
System of money such as USD, EUR, and JPY.
Import Amount
Calculated by multiplying import volume and import customs value per unit.
Business Unit
Division or major functional area of the company that represents a specific line of business.

Select FTA Product Records

You can select a start and end date in which the qualified records in that period will be used in the report.
important
The
Select FTA Product Records
 option is only displayed it you are integrated with FTA Management.

Forecast Savings

Select a current or future date to calculate the savings based on that specific date.

Upload Excel File

  1. From your local drive, you can either drag and drop the file or use the
    Browse for File
     button.
  2. If you clicked
    Browse for file
    , select your file and click
    Open
    .
  3. The upload process starts. You can see its progress on the progress bar. Processing may take a while depending on the file size.
  4. When upload is completed, click
    Create Report
    .
You will see a notification when the report is processed.
After creating a new report, the grid will refresh and display an entry with the newly created report.
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The system also sends an email notifying you that the report is ready.

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