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This article applies to:

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

FTA Certificates and Letters - Creating a Long Term Supplier Declaration (LTSD)

If a European Free Trade Agreement is configured to generate a Long Term Supplier Declaration (LTSD), additional header fields may need to be completed.
In keeping with the regulatory requirements, the Start Date for an LTSD may not be more than 12 months before the Date of Issue (the date on which the Declaration is made out) or more than 6 months after the Date of Issue. The End Date may not be more than 24 months after the Start Date.
It is also possible to generate a multi-product, multi-agreement LTSD on this screen. For the purposes of screenshots and further instructions in these scenarios, the below sections follow the multi-product LTSD process. For a single product/agreement LTSD, only the
Header Information
 tab will be necessary.

Header Information

To complete the
Additional Header Fields
:
  1. Click
    Select Countries
     to open the
    Countries
     pop-up.
  2. Complete with the two-character ISO country codes for all participating cumulation countries.
To select a country:
  1. Check its corresponding box to the left.
  2. After all required countries have been selected, click
    Use Selected Countries
    .
The selected countries will then appear in the
Cumulation Countries
 field.
If applicable, choose a language from the
Secondary Language
 drop-down.
After the fields in the
Additional Header Fields
 section are filled in, click
Save
 to continue.

Product Information

For a multi-product LTSD:
  1. Open the
    Product Information
     tab.
  2. Click the
    Select Products
     button.
    Clicking
    Select Products
     will open a pop-up where you can select one or more products to include on the LTSD.
  3. Select a Description/HS Source.
  4. Choose a column to search by.
  5. Enter a value.
  6. Click
    Go…
    .
    After the parameters are set, all products matching those parameters will appear in the grid.
  7. Select the product(s) to be included in the LTSD.
  8. Click
    Save & Close
    .
All selected product(s) will now appear in the grid. Additional products can be added by clicking the
Select Products
 again and repeating the steps listed above.
To edit a product:
  1. Choose a product from the grid.
  2. Click its corresponding
    Edit
     button.
  3. Make any necessary changes.
  4. Click
    Update
    .
To delete one or more products:
  1. Select the checkbox of the corresponding product(s) you want to delete.
  2. Click “Delete Selected Products”.
    important
    You can remove all products by selecting the
    Select All
     checkbox.
  3. A pop-up will appear asking for confirmation. Click
    Ok
     to confirm or
    Cancel
     to cancel this action.
By clicking
Ok
, the following message appears.

Documents

The
Documents
 tab can be used to add multiple customer companies and e-mail addresses who will receive the document after it has been generated.
To add a new customer:
  1. Click the
    Add Customer
     button.
    The fields in the
    Customers
     grid will become read-write.
  2. Enter the customer information.
  3. Click
    Insert
    .
To modify an existing customer:
  1. Choose a customer from the
    Customers
     grid.
  2. Click its corresponding
    Edit
     button.
  3. Make any necessary changes.
  4. Click
    Update
    .
To remove a customer:
  1. Choose a customer from the grid.
  2. Click its corresponding
    Delete
     button.

Reset

If the
FTA Certificates and Letters
 screen was opened via the
Customer Request
 screens, you can return to the previous page at any time by clicking
Reset
. Any changes made in
FTA Certificates and Letters
 will be saved.
The LTSD generation process can be configured to print two documents, if there is a retroactive document and a current document; or on one document as long as it does not span more than two years.

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