This article applies to:

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

FTA: BOM Analysis - Mass BOM Analysis Results

After the mass workflow from the Launch Mass BOM Analysis
step is complete, the system will redirect to the Mass BOM Analysis Results
tab. A notification message will appear at the bottom, stating that the processing has finished.

To review the BOM analysis results:

Click the Status
drop-down.

Choose whether to view pass, failed, invalid, or BOMs that failed because they did not meet a rule. Optionally, results can be narrowed further by using the Search For
drop-down.

Choose whether to search by All, Product, FTA Type, or Rule Description.

Enter a value in the textbox to the right.

Click Search
to proceed.

Will Not Meet Rule

The Will Not Meet Rule
status can be used to view Bills of Material that failed analysis due to the terms of a specific rule not being met. Even if Failed Bill of Materials is
selected, the rule that failed to be met will appear in the Status
column where applicable.

Mass-Certifying Bills of Material

Depending on how the system was configured during implementation, you may have the option to mass certify passed Bills of Material. If this feature was not turned-on during implementation, Bills of Material will certify automatically.

To mass certify passing BOMs:

Choose one or more BOMs from the grid and check the corresponding box on the far left.

Click Certify BOM(s)
.

The certified BOM(s) result is displayed according to the columns described below.

Columns	Description
Product Num	Unique product identifier.
Product Description	Unique product description associated with each product number.
Supplier	The organization that provides a needed product.
Certificate Start Date	The effective date of the certificate in the format YYYY-MM-DD.
Certificate End Date	The date the certificate expires in the format YYYY-MM-DD.
Certificate Type	The FTA the certificate was created.
Preference Criterion	This field identifies the origin criterion used as the basis of the preferential treatment.
Producer	This field identifies the source of the certificate of origin information.
Net Cost	Net Cost identifies the way in which the RVC was calculated.
Country of Origin	The country in which the product is produced or manufactured.
Accumulation Non Originating Value	Allows the producer or exporter of goods to choose to include as part of the goods' regional value content any regional value added by suppliers of non-originating materials used to produce the final goods.
BOM Note	Notes are used for communicating information about a BOM to other users or for capturing details related to the specific product listed on the BOM.
Detail Report	By clicking View you can view details for this report. A pop-up window will open, you can extract the report in an excel sheet by clicking Extract on the top right corner.
Worksheet	You can view the BOM Qualification Worksheet by clicking Worksheet . A pop-up window will open, you can download the worksheet by clicking Download PDF on the top right corner.

Filtering Mass BOM Analysis Results

Some of the results columns can be filtered to further narrow down the results.

To filter the grid:

Enter the search criterion in one or more of the column headers.

Click the filter icon, and select a filter. The grid will then refresh to only show analysis results that match the filtered criteria.

Extracting BOM Analysis Results

To extract BOM analysis results, click Extract to Spreadsheet
. This option will pull the results into a Microsoft Excel spreadsheet that can then be downloaded and saved locally.

Worksheet

To download the report:

Click on Worksheet link it will open a modal.

Click on Submit Report to Queue
link.

The message will change to Submitted
.

You will receive a email with a link to download the report.

This link will open a new tab, click on the Download PDF
and it will download the Report.

Linked Agreements (optional)

When an agreement is not updated for the latest version of the WCO tariff, Rules of Origin may be missing for certain HS Numbers of finished goods. The

Linked Agreements

tab (if configured for your system) can be used to link to past HS Numbers and find the Rule of Origin.

Cumulation (the method by which this tab works) is the ability to identify linked agreements and pull in certificates from other agreements into the qualification process. When an agreement allows for qualifying goods from another agreement to count in the qualification process, the cumulation functionality enables the user to link agreements and look for existing certificates to help improve qualification.