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Free Trade Agreement (FTA) Management Modernized
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This article applies to:

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

Create a solicitation in Solicitation Management

Creating a solicitation is the first step to getting information from suppliers. This process applies whether you need details on specific products or broader agreement terms.
  1. From any tab within the
    Solicitation Management
     screen, select
    + Create Solicitation
    .
  2. A form will appear. Fill in the following:
    Field
    Information needed
    Title
    Enter a descriptive title for the solicitation.
    important
    Make sure you enter a name that is easily recognizable, since it will be key for other future actions.
    Due date
    Specify the deadline for the suppliers to respond.
    important
    By default, the date is +30 days from current date.
    Document start date
    Indicate when the qualifying period starts.
    Document end date
    State when the qualifying period concludes.
    Select FTA
    Choose the applicable trade agreements.
  3. Select
    Save
    .
  4. In the
    Draft Solicitation
     screen, you will access 3 tabs:
    • Available products
    • Selected products
    • Missing supplier information
  5. Select the products you want by checking the boxes next to them. The available products will show as follows:
    Column
    Information
    Product number
    Unique identifier for the product.
    Product description
    Brief description of the product.
    Supplier ID
    Unique identifier for the supplier.
    Supplier Email
    Supplier's email address.
    Edit Supplier Information
    Select the link to go to the company maintenance screen, where you can edit supplier information, such as email.
    Use the
    Search bar
     to find specific products quickly.
  6. If a product isn't listed in the
    Available products
     tab, you can upload them using an Excel spreadsheet. Here's how:
    1. Go to the
      Selected Products
       tab.
    2. Select
      Upload Products
      . A pop-up window will appear.
    3. Download the spreadsheet template (it might be named "report" at first).
    4. Open the downloaded file and fill in the "Product Number" and "Supplier ID" columns.
    5. Save the completed spreadsheet.
    6. Drag and drop or browse for the file in the pop-up window.
    7. Select
      Save
      .
      To manage your solicitation after adding products, you can easily view and modify your selections. Go to the
      Selected Products
       tab to see all the products you have chosen. If you need to remove any item, simply check the corresponding boxes next to the products in this tab and select
      Remove from selected products
       to delete them. For any changes to the solicitation details, locate the
      Edit solicitation
       button at the top right of the screen and select it to update the necessary information. Additionally, if supplier details need to be adjusted, navigate to the specific line that requires editing and select the
      Edit Supplier Info
      column.
  7. Select
    Move to selected products
     to add products to the solicitation.
  8. Go to the
    Selected product
    tab and review the items added to the solicitation.
  9. Once you have finished making all necessary changes, select
    Send Solicitation
    .
  10. This action will open a screen where you will need to complete a simple 2-step process to send the solicitation:
  11. Step 1: Add message
  12. Enter a message for the supplier. (This step is optional.)
  13. Step 2: Preview email
  14. Review the email that is going to the supplier.
  15. Select
    Send solicitation
    .
This action will submit your solicitation for the next phase, which involves a review process and the notification of your suppliers.

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