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FTA: Solicitation Administration
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This article applies to:

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

FTA: Solicitation Administration - Overview

To better manage and track the progression and completion of a request, the
Solicitation Administration
 screen displays all solicitations regardless of status as well as the key information you need to manage a request.
The
Solicitation Administration
 grid contains three links to other ONESOURCE FTA Management screens that are needed for managing requests from start to finish.
Columns
Description
Manage Solicitation
Redirects to the
Solicitation Management
 screen. If the supplier has responded to the request, the supplier-provided documentation can be viewed. If the supplier has not responded to the request, a listing of products included in the solicitation can be viewed. Products included in the request are displayed on the
Outstanding
 tab.
Supplier Dashboard
Redirects to the
Supplier Dashboard
 screen. This screen displays the following:
  • All (current and previous) solicitations sent to the Supplier base
  • Comments shared with the Supplier
  • Supplier-provided documents for previous requests
  • Completion percentage of each solicitation
Supplier Page
Redirects to the screen the Supplier will use when responding to a request. Having access to this screen provides the Requestor the ability to view which products have been solicited. If the Supplier provides documentation to the Requestor outside of using the application, having access to this screen allows the Requester to enter the provided information directly into ONESOURCE FTA Management on behalf of the Supplier.
important
If you are configured for Supplier Portal Plus (SPP), this column does not appear.
For more details on this section, refer to the
Creating a New Request
 section of this help.

Solicitation Administration Data Columns

The following data columns exist on the
Solicitation Administration
 screen:
Columns
Description
Title
The name of the request.
Supplier ID
The recipient of the request.
Date Sent
The date the request was sent.
Period Begin Date
The start date of the solicitation period.
Due Date
The date by which the Supplier must respond to the request.
Reminder Set Date
The date a reminder was sent.
Status
The status of the request. For more information, refer to the
Request Status
 section below.
View/Add Notes
Links to internal notes regarding the request.
View/Add Comments
Any comments shared with the Supplier.

Solicitation Administration Statuses

Before the solicitation is complete, you (Requestor) must review, accept, and approve the information the Supplier provided. See below for a table of statuses:
Statuses
Description
Not Sent
The solicitation was created but has not been sent.
Sent
The solicitation was sent to one or more Suppliers.
Action Required
The Supplier logged into FTA Management and responded to the solicitation. This response must be reviewed either by providing a Preferential Certificate of Origin or by marking the product(s) as non-originating.
Complete
The Requestor reviewed the Supplier-submitted information and approved what was submitted. The request is complete.
Not Complete
The Requestor reviewed the Supplier-submitted information and accepted/rejected/deleted what was submitted. The request is incomplete if not all information was submitted.
Archived
The solicitation is complete and has been archived. Archiving solicitations is a recommended best practice upon completing a request. If the client company archives solicitations, the
Certificate Request
 screen will only display active requests that require further action.
Rejected
The Requestor reviewed the Supplier-submitted information and rejected what was submitted.

Filtering the Solicitation Administration Screen

The
Solicitation Administration
 screen has filtering capabilities, which can be used to quickly locate specific information pertaining to a request, item, or supplier.
To enable the filters for each column:
  1. Click
    Show/Hide Filter
    . A filter row will appear beneath the column headers.
  2. Each column with a filter field can be filtered. Choose a column to filter.
  3. Enter a value in the column’s corresponding filter field.
  4. Click the filter icon. A list of filter options will appear.
  5. Choose and click on an option to select the filter. Filter options will vary depending on the type of column header (alphanumeric, date, numeric).
The results will then narrow down to match the specified filter parameters.
Multiple filters can be used at the same time to further narrow down search results. This is referred to as a recursive search.
Filter
 options include the following and may vary by field or by screen within the application.
Alphanumeric Filters
Numeric Filters
Date Filters
  • No Filter
  • Contains
  • Does Not Contain
  • Starts With
  • Ends With
  • Is Empty
  • Not Is Empty
  • Is Null
  • Is Not Null
  • Equal To
  • Not Equal To
  • Greater Than
  • Lesser Than
  • Greater Than or Equal To
  • Less Than or Equal To
  • Is Between
  • Is Not Between
  • No Filter
  • Equal To
  • Not Equal To
  • Greater Than
  • Less Than
  • Greater Than or Equal To
  • Less Than or Equal To

Solicitation Administration Additional Filters

There are four additional filters (listed below) that are unique to ONESOURCE FTA Management. These filters can be applied by checking one or more box at the top of the
Solicitation Administration
 screen.
The
Active Only
 filter allows you to choose whether all requests (active and closed) display on the screen or if only active requests will be visible.
The
Action Required
 filter allows you to exclusively view only solicitations that require attention. When selected, all solicitations in the grid will show a status of
Action Required
.
The
Display Year
 filter allows you to separate requests by year. When selected, requests are categorized and displayed under separate tabs that correspond to the year of the request.
The
Display Type
 filter allows you to separate requests by FTA/Request type. When selected, requests are categorized and displayed under separate tabs that correspond to the FTA program of the request.

Refreshing Filters

Regardless of which filter(s) are selected on the
Solicitation Administration
 screen, a
Refresh
 button will appear on the top right of the grid. Clicking on this button will refresh the grid’s contents, showing all changes.

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