Generation of Solicitation Documents
After the Supplier has completed all required information in the other tabs (
Products, Parties, Signatures, and Additional Fields
as applicable), it is time to create a Preferential Certificate of Origin, Non-Qualifying Letter, and/or any other requested documents in the Generate Documents
tab.Generate Documents
After the following steps are completed, the supplier will be ready to generate a Preferential Certificate of Origin, Declaration Letter, and/or another requested document type:
- All products to be added to a certificate are updated and added to one or more supplier responses.
- All required attachments have been uploaded.
- All party and signature information is complete.
- All data up to this point has been saved.tipOnce the client accepts the solicitation, this screen will appear in read-only mode. This means you will be able to view the information, but not make any changes.
The
Generate Documents
tab allows the supplier to modify the certificate start date and certificate end date, include electronic signature, view previously submitted documents, and generate the Certificate(s) of Origin for the solicited FTA programs.
Electronic Signature
- You can include an electronic signature by clicking theInclude electronic signature?checkbox.
important
If a report does not require signature, and you generate a signature, you will see a message that the report you are generating does not require signature and it will not be displayed.
- When you check the box, the page will refresh. Enter the signature you want to display in the document and clickGenerate Electronic Signature.
- The signature preview is shown. You can clickClick the image to deleteif you want to delete it.
Changing Certificate Dates
To change the certificate dates, select the new dates with the calendar buttons, then click the
Apply to Selected
. It is important to note that even though the Supplier can change the dates, the Requestor may choose to accept or decline the certificate.
Previously Submitted Documents
The
Previously Submitted Documents
section allows the Supplier to view documents that may have been previously submitted for the current solicitation. Additionally, the number of products will tell the Supplier how many products were included in the partial or complete solicitation.
VALIDATION MESSAGES
If the validation was unsuccessful, the user will be redirected to the
Validation Messages
tab. This tab displays any outstanding validation issues. These issues must be corrected in order to proceed. There are two validation types: warnings and errors.Validation types | Description |
|---|---|
Warning | Warnings are custom-created by the Requestor and will notify the Supplier of a potential problem with the product information. Warnings can be overridden by checking the box next to the Validation Message and clicking Override Warnings at the top of theValidation Messages tab. |
Error | Errors cannot be overridden and will prevent document generation until they are resolved. |
To modify product information, choose a product record to modify and click its corresponding
Edit
button on the far left.
Clicking
Edit
will open the Edit Product
pop-up, which allows the supplier to view existing Validation Messages for a product. Clicking Show/Hide Validation Messages
will cause the grid at the top of the pop-up to appear or disappear, per the Supplier’s preference. Make any necessary changes and click Save and Close
. Repeat as needed until all issues have been resolved.
Once all errors have been corrected and all warnings have been addressed, documents can be generated. The following validation message will appear at the top of the screen:
Return to the
Generate Documents
tab and click the name of the FTA documents are to be generated for. Follow the process outlined in the above Generation of Solicitation Documents
section.
Related Content
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Free Trade Agreement (FTA) Management Supplier
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