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

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

Parties

The
Parties
 tab allows the Supplier to modify information on the Exporter, Importer, or Producer. There will be a tab for each agreement the supplier was solicited for. The supplier will need to complete the information on each tab before moving on to the signatures tab.
To update the party information, the Supplier can click either
Edit Party Information
 or
Copy From Other FTA
.
Edit Party Information
In the
Edit Party Information
 pop-up you can include or edit the name, address, Tax ID, and e-mail of the party. This screen contains four tabs:
  • Exporter Information
  • Importer Information
  • Producer Information
  • Certifier Information (if USCMA is the selected trade agreement)
Make any necessary changes and click
Save Exporter Info
 at the bottom of the pop-up. Additionally:
  • The
    Address 2, 3 and 4
     are available for additional information in case the
    Address 1
     is longer than 200 characters.
  • The
    Country Code
     drop-down contains both the country name and ISO Country Code.
  • You have the option to copy information from a completed tab to another without having to retype information by using the
    Copy Info From
     or
    Use Other
     dropdowns. The options available there are sorted alphabetically.
  • If the importer can be more than one entity, write
    Various
     in the
    Name
     field and leave the corresponding
    Address
     and
    Tax ID
     fields blank as permitted by the Free Trade Agreement.
  • The
    Producer Information
     tab may have two additional boxes, depending on how the system was configured during implementation. The first of these boxes (Use Exporter Info as Producer) allows the supplier to copy the Exporter information to the Producer tab. The second box populates the
    Producer Name
     field with
    Available to Customs Upon Request
    .
Edit Party Information - Certifier Information (USMCA)
The
Certifier Information
 tab (which will appear for USMCA) contains two additional checkboxes at the bottom of the modal:
Copy from Selected Certifier
 and
Use this information as the Signature
.
If the
Use the information as the Signature
 checkbox is selected when the
Save Party
 Info button is clicked, then the certifier’s information will be automatically populated into the corresponding fields on the
Signatures
 tab.
In order for these changes to be saved, click the
Save Before Proceeding
 button and then move to the
Signatures
 tab.
Once all steps are complete and the document is generated, the signature information will appear similar to the example shown below:
Copy From Other FTA
Clicking
Copy From Other FTA
 will open a pop-up containing the related FTAs. This pop-up allows the Supplier to copy party information from one agreement party tab to another. Check the box(es) of the FTA(s) to be modified, and then choose an FTA from the
Copy Items From
 drop-down. Click
Save
 to proceed.
Once
Save
 is clicked, the Party information from the other FTA will copy to the selected FTA. If any modifications need to be made to a copied party, click
Edit Party Information
 and make any necessary changes.
The
Save Before Proceeding
 link queues the Supplier to save any changes made to the Certificate so they are not lost. The
Parties
 tab label will change from (Not Complete) to (Complete) once this action is complete and all party information for all agreements is completed.

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