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FTA: Customer Request Management
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This article applies to:

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

FTA: Customer Request Management - Request Details

If a
Request Name
 is clicked on the
Request Summary
 or
Request Work Queue
 tab, the
Request Details
 tab will provide the details for the request.
Header
In the header section, the following information is provided:
Header information
Description
Status
The status of the request. This can be New, In Progress, Canceled, Submitted, or Generated.
Assigned To
The user who was assigned the request.
Company
The name of the company on the request.
Dates
The date parameters of the request.
Completion
The percentage of the request that has been completed.
Command Buttons
The
Request Detail
 tab contains the following command buttons:
Buttons
Description
Cancel Request
Clicking this button will cancel the request, changing the status to
Canceled
.
Generate Non-Qualifying Letter
Clicking this button will open the
FTA Certificates and Letters
 screen with
Non-Qualifying Letter
 pre-selected and the request’s information populated into the fields, including all checked products. If no products are selected, then the system will generate a Qualifying Certificate for all products in the grid. For more information about this screen, refer to the
FTA Certificates and Letters
 section of this help.
Generate Certificate
Clicking this button will open the
FTA Certificates and Letters
 screen with
Qualifying Certificate
 pre-selected and the request’s information populated into the fields, including all checked products. If no products are selected, then the system will generate a Qualifying Certificate for all products in the grid. For more information about this screen, refer to the
FTA Certificates and Letters
 section of this help.
Solicit Products
Clicking this button will return you to the
Solicitation Management
 screen, where the solicitation can be created or revised. For more information about this screen, refer to the
Solicitation Management
 section of this help.
Extract
Clicking this button will extract the contents of the request grid into a Microsoft Excel report file.
Refresh
Clicking this button will refresh the screen.
Request Detail Grid
To help you quickly locate specific information pertaining to a request(s), the
Request Detail
 grid is enabled with advanced filtering capabilities.
To use the filter, click
Show/Hide Filter
 on the far right. The grid will display filters enabled for each column. Having this feature allows you to search for key information pertaining to a particular product/date/certificate type.
Add Documents to Request (Add Docs)
Documents can be added to Non-Qualifying Certificate requests. These requests will have a value of
N
 or
NQ
 in the
Cert
 column, as shown below.
For a Qualifying Certificate request, the
Add
 button will be disabled and appear as gray. These requests will have a value of
Q
 in the
Cert
 column.
To add a document:
  1. Select a Non-Qualifying request from the grid.
  2. Click its corresponding
    Add
     button on the left to open the
    Upload Request Details Doc
     pop-up.
  3. Select whether the document is Qualifying or Non-Qualifying.
  4. Click on the
    Choose File
     button.
  5. Select a file from the local drive. After the file is successfully loaded, a
    File was uploaded successfully
     message will appear on the pop-up.
  6. Click
    Save and Close
    .
After clicking
Save And Close
, a confirmation pop-up will appear on the screen. To proceed with adding the document, click
OK
.
After
OK
 is clicked, the
Generated
 value for the selected product will change to
Y
 and the
Add
 button will change to a
Delete Doc
 button. This button can be clicked if the document needs to be removed.
Clicking a
Delete Doc
 button will cause a confirmation pop-up to appear on the screen.
Click
OK
 to proceed with the deletion.
Soliciting Products That Have Not Been Solicited (Solicit Products)
To create a new solicitation for any products that have not been solicited, click
Solicit Products
.
The system will redirect to the
Solicitation Administration
 page, where you can complete the Solicitation. For more information on how to enter data in the
Solicitation Administration
 screen, please refer to the
Solicitation Administration
 section of this help.
The
Manage Solicitation
 column will show whether or not a product exists on a solicitation. If a product has already been solicited, the
Manage Solicitation
 column will have a hyperlink.
To open the solicitation, click the hyperlink.
Document Generation
Certificates and Non-Qualifying Letters can also be generated for specific products in a request. When no documents have been generated, the
Completion
 percentage will show as 0%.
To generate an ad hoc certificate/letter or multidoc for a single FTA certificate document.
  1. Choose one or more products from the grid to generate documents for.
  2. Check their corresponding boxes on the far left.
  3. Click
    Generate Non-Qualifying Letter
     or
    Generate Certificate
    .
After one or more documents are generated, the completion percentage will change. The value in the
Cert
 column will change to the applicable certificate type (
NQ
 for a Non-Qualifying Letter and
Q
 for a Qualifying Certificate) and the value in the
Generated
 column will change to
Y
.
On the
Request Summary
 tab, the request will show as
In Progress
 and not closed as there are other products in the request for which Qualifying Certificates and/or Non-Qualifying Letters have not been generated yet.

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