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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 Summary

The
Request Summary
 tab provides the high-level information for all open customer requests; such as the Company Name, Request Date (EffDate of the request record), Due Date, and Notes. If these fields are not immediately available, the screen can be toggled to the left or right to show more columns.
To open a request:
  1. Choose a request from the
    Request Summary
     grid.
  2. Click the corresponding
    Request Name
     on the left.
If configured to be visible, the
Business Status
 drop-down can be used to select custom statuses for specific requests, as shown below.
Editing a Request
It is also possible to edit an existing request. This can be done by choosing a request from the
Request Summary
 grid and clicking its corresponding
Edit
 button.
Unless otherwise configured to include additional fields, only the
Notes
 field will appear as editable. Make any necessary changes and then click
Update
.
Reviewing a Different Request (Clear)
After a request has been selected in the
Request Summary
 tab, its information will be populated in the
Request Detail
 tab.
To review another request or return to the
Request Summary
 tab, click
Clear
.

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