Qualification Request #

The Qualification Request Hub allows users to view and filter qualification requests by origin, such as Customer Request, Border Cross, Forecasting, and Other. Users can track total requests, those missing information, open requests under review, and pending uploads through a search bar that filters by keywords like customer name and project ID.

At the top of the Qualification Request Hub, there’s a search bar allowing users to filter requests by keywords, for example: request type, customer name, project ID, or FTA.

Requests lacking required data and must be actioned by the user.

For each category, users can track: 

Total: Total number of qualification requests submitted.

Missing Info: Requests lacking required data or documents.

Open: Requests that are still under review or processing. 

Pending Portal Upload: Requests awaiting upload to the portal. 

Once in open the user can now select row(s) to view the BOM analysis. They can redirect to the qualification workload screen -> BOM screen  

• Request BOM – send an email report of the BOMS needed to a recipient. 

• Manage Cross Reference – update the cross references that are missing. 

• Generate Certs – Generate a certificate at any point.

• Mark as Complete – Move a “Pending Portal Upload” record to complete once uploaded in external system 

• Create Bill of Material – Create a Bill of Material for resold products. 

• Mark Obsolete – when the product does not ship to the requested customer or irrelevant request close out the request with this status. 

• Mark DNR – “Do not Recognize” If you do not recognize the customer part number close out the request with this status. 

• Close – close out the request for any reason. 
• “Missing BOM” is also a possible status  

• Escalated, Unobtainable, HTS discrepancy, Complete, Closed do show up in the filter dropdown however they will never return any records here.  

Addressing “Missing Info” in the Request Summary

The Missing Info section highlights details that must be provided before the qualification process can continue.

Qualification users should proactively review and resolve any items listed in Missing Info. Until this information is supplied, the qualification workflow cannot progress. Taking prompt action ensures that requests move forward without unnecessary delays.

Missing Info returns workload in the following statuses: 

Missing Source Cross Reference: The requested Customer Source Code does not have a linked Client Source Code (See manage cross reference – Action Here) 

Missing Part Cross Reference: Your submitted Customer Part Number does not have a linked Client Part Number (See manage cross reference – Action Here) 

Missing Source: Your Client Source Code does not exist. (See Company Management – Action Here) 

Invalid Source: The Client Source Code exists, but is not a manufacturing location/plant code. (See Company Management – Action Here or submit a solicitation request with that source code to solicit the location) 

Missing BOM: There is not a bill of material available to perform qualification analysis. (See Ingestions to load a bill of material or Request a Bill of material from 3rd party in the header action of the screen)

Invalid BOM: A bill of material attempted to enter the system but failed to load due to inaccurate data.

Users can expand each row to dive deeper into categories from Request Origin/Customer Request like Customer, FTA, and Project Name. If a project is not assigned, you will see “No Project Defined”.

Qualification Workload #

The Qualification Dashboard screen provides users with a comprehensive summary of all FTA requests existing for a client. On this screen you can view the status of each request. Users can View by FTA or View by Part by clicking on the corresponding tabs. Users can also filter data, view source code information, and access both part summary and BOM analysis from this screen.​

Users can view the qualification dashboard by FTA or by Part to accommodate preference for the user. The differences between the two views are what fields are available in the grid, as well as some differences in filtering options.  

Fields available in view by FTA grid: 

Fields available in view by Part grid: 

View by Part Stauses #

Status	Activity
Missing HS	Part is not Classified
Open	Parent Workload created, request intake complete
Ready	All data needed is in the system and part is ready to be analyzed
Missing Rule	Rule of Origin does not exist for that HS/FTA combination
Missing Data	Missing data needed to run through qualification
Pending	Engine ran but cannot make a determination
Complete	Workload is complete and response sent to customer
Closed	Workload no longer needed

View by FTA Statuses #

Status	Activity	Module
Missing HS	Part is not Classified	Qualification
Open	Parent Workload created, request intake complete	Both
Missing Rule	Rule of Origin does not exist for that HS/FTA combination	Qualification
Missing Rule Details	Sales Price is Needed for Transaction Value Rule Type	Qualification
Missing Data	Missing Vendor Info – or contact	Solicitation
Pending	Engine ran but cannot make a determination	Qualification
Escalated	Solicitation line has reached escalation defined in configuration	Solicitation
Unobtainable	User has actioned a response is unobtainable	Solicitation
HTS Discrepancy	Supplier disagrees with HTS	Solicitation
Complete	FTA result has been determined and stored	Both
Closed	Workload no longer needed	Both

Search and My Filters #

Users can refine the information displayed on your dashboard using the Search and Filter features. The Search bar uses a “contains” logic. Enter at least three characters to begin searching by part number or description. This is useful for quickly locating a specific part or set of parts based on partial or full input. Additionally, you can apply column-specific filters to further narrow your results and focus on the most relevant data.

On the Qualification Workload screen, to the left of the “FTA View”, click the right-pointing arrow to expand the ‘My Filters’ flyout.

The workload status circle graph is interactive. Click on a slice to filter workload status by Closed, Complete, Invalid BOM, Missing BOM, Missing HS, Missing Rule, Missing Rule Details.

To save a filter, start by selecting the desired status. If you frequently use certain filter criteria, click Save next to the Search bar. You’ll be prompted to name your filter group. For example, “Open Workload.” Once saved, the filter group will appear under the My Filters flyout for easy access in future sessions.

Source Codes #

The source code associated with each Part or FTA is hyperlinked within the FTA View grid, whether in the FTA or Part view. Selecting the source code link opens a Code Summary Flyout, which displays all relevant information related to that source code, including company details, location information, related codes, and partner references.

Company Details #

Company and Code information are input and attached via the Company Management tab under the System settings on the left-hand side. All sections in the Code Summary Flyout are collapsable using the “Expand/Collapse” arrows.  View More will expand the Company Details page from the fly-out.

Part Numbers #

Part numbers are hyperlinked within the list of parts on the Qualification Dashboard, regardless of whether you’re in the FTA or Part view. Clicking the part number link opens a Part Summary Flyout, which displays comprehensive information related to that part number. This includes variations of the part number, descriptions, attributes (weight, material, etc.), classifications, technical contacts, related documents, FTAs, and PGAs. The flyout also includes a “View More” option, which navigates users to a full-screen view containing all detailed part information.

Part Summary #

After clicking View More, users are taken to a full-screen view that displays all available details related to the part. The Part Summary page offers additional information beyond what is shown in the flyout including part descriptions, documents, classification history, request history, and FTAs requested. With the appropriate system permissions, users will have the ability to edit part information directly from this screen.

BOM Analysis Screen #

From the FTA View dashboard, users can access a BOM Analysis for each line item by clicking the right-facing arrow on the far right of the screen. This view provides a comprehensive breakdown of the Finished Good, Materials, Engine Results, and Qualification Calculations associated with the selected part’s BOM. Both the Part Summary Flyout and Code Summary Flyout are accessible from this screen. Additionally, the BOM Analysis screen displays the current BOM status, indicating what actions are required to progress the request.

Request Screen #

The Request screen displays all requests related to your workload, including those that are open, in progress, or completed. Users can easily filter requests using the filter tool and a workload status pie chart. From this screen you can also submit new requests. To view a request’s history, simply click on the request to open the Request Details screen, which provides information such as the request name, date, and type. The Request History section shows details including status, results, and notes. Additionally, you can export and download the request details in Excel format.

Submit a New Request #

If you want to start a new request, click + New Request in the top right corner. From here, you will be able to choose what type of request you would like to submit. The options available will vary based on which module you are subscribed to. The Qualification module has both Internal and Customer Requests.

Internal Qualification Requests #

Users subscribed to the Qualification module can submit internal qualification requests by selecting “Internal Qualification” from the Request drop-down menu.

Internal Qualification fields include: 

Request Name: Required. Provide a name for the request. Project name, PO number or shipment number are common examples. 

Request Origin: Required. The request origin represents the workload/process driving the classification request.  

Country HS: Required. The Country HS is the destination country  

Due Date: Optional. Indicate the date for which a determination is required 

Project Name: Optional. Provide a name for your request or project 

Additional Notification Addresses: Optional. Specify additional email addresses of recipients to be notified when the request is complete. 

Reference Attachments: Optional.  Include documents that are pertinent to the request. These documents may include invoices, BOLs, or other reference material.

Once everything is filled out, select Next to move on to the next screen.

On the following screen, part numbers and part details can be added to the request. Rows may be added manually by selecting the +Add button and entering the required information, or data can be imported using a completed template. To paste part details, at least one row must first be added manually; the grid will then automatically expand to fit all pasted rows. As part details are entered, the system performs real-time validations. Hovering over any error icons in rows or cells will display error descriptions. All validation errors must be resolved before the request can be submitted.

FTA: Required. Drop down of possible options. This field is multi-select and contains predetermined preferential and non-preferential grouping options.  

Source Code: Required. This is the client location code. The code of the source for the qualification. 

Part Number: Required. Add Unique part identifier 

Blanket Start: Required. Starting date for the FTA request period.  

Blanket End: Required. Ending date for the FTA request period. 

End Use: Optional. Specify the end use as required for the United States Mexico Canada Agreement (USMCA). When blank, the end use will be assumed as non-automotive. 

Notes: Optional. Include any relevant information to assist with the request.

After all request information has been entered, select Submit to complete the submission. A confirmation message will appear, with the option to submit another request or return to the Request home page.

Qualification Request Details #

To view detailed information about a request, click on the request line to open the Request Details screen. This screen displays key request information such as Request Name, Request Date, Request Type, Requestor, Request Origin, and Country HS code. It also shows detailed part information, including Status, Blanket Start and End dates, Source Code, Part Number, Country HS, Total Count, Eligible Count, Not Eligible Count, and Pending Count. The part list can be filtered and downloaded as an Excel file. Additionally, relevant documents can be added directly on this screen.

Customer Qualification Requests #

Users that subscribe to the Qualification Module can submit Customer Qualification Requests through the request dashboard. To start a new request, click New Request, and select Customer Qualification from the drop-down menu. 

Customer Request fields include: 

Request Name: Required. Provide a name for the request. Project name, PO number or shipment number are common examples. 

Request Origin: Required. The request origin represents the workload/process driving the classification request.  

Country HS: Required. The Country HS is the destination country  

Customer: Required. Indicate the Customer name. If no name comes up, you must create a Customer Company before submitting the request 

Is Portal Required: Required. Select “Yes” or “No” based on if the part needs to be submitted to an external portal 

Due Date: Optional. Indicate the date for which a determination is required 

Project Name: Optional. Provide a name for your request or project 

Additional Notification Addresses: Optional. Specify additional email addresses of recipients to be notified when the request is complete. 

Reference Attachments: Optional.  Include documents that are pertinent to the request. These documents may include invoices, BOLs, or other reference material. 

Once everything is filled out, select Next to move on to the next screen.

On the following screen, part numbers and part details can be added to the request. Rows may be added manually by selecting +Add and entering the required information, or data can be imported using a completed template. To paste part details, at least one row must first be added manually; the grid will then automatically expand to fit all pasted rows. As part details are entered, the system performs real-time validations. Hovering over any error icons in rows or cells will display error descriptions. All validation errors must be resolved before the request can be submitted.

FTA: Required. Drop down of possible options. This field is multi-select and also contains predetermined preferential and non-preferential grouping options.  

Customer: Required. Identify the Requesting Customers name. 

Customer Source Code: Required. This is the client location code. The code of the source for the qualification. 

Customer Part Number: Required. Add Unique part identifier. 

Blanket Start: Required. Starting date for the FTA request period. 

Blanket End: Required. Ending date for the FTA request period. 

End Use: Optional. Specify the end use as required for the United States Mexico Canada Agreement (USMCA). When blank, the end use will be assumed as non-automotive. 

Notes: Optional. Include any relevant information to assist with the request.

After all request information has been entered, select Submit to complete the submission. A confirmation message will appear, with the option to submit another request or return to the Request home page.

Solicitations #

The Solicitations screen provides users with a centralized view of all supplier-related solicitation activity. From this screen, users can search by supplier name or code using the search bar or apply filters to narrow down the supplier list based on specific criteria. Each row displays important supplier information including supplier name, supplier code, supplier country, primary contact, and a breakdown of pending items. Users can track the number of parts pending response, documents pending transformation or review, and any HTS discrepancies associated with each supplier. The dashboard also displays the most recent follow-up date and the next scheduled follow-up. By clicking the right-facing arrow on any supplier row, users can access more detailed information about that supplier and their solicitation status. Additionally, users can navigate through multiple pages of supplier records using the pagination controls at the bottom of the screen and adjust the number of items displayed per page.

The Supplier Details screen enables users to manage supplier interactions, track documentation, and follow up on pending solicitations. It serves as a centralized workspace for managing all communication and workload related to the selected supplier.

1. View Supplier Information

Users can view key supplier information including Supplier Name, Supplier Code, Supplier Address, and Supplier Primary Contact. This screen provides quick access to contact details.

2. Manage Communication Timeline

The Communication Timeline displays a calendar-style overview of communication history with the supplier. Users can see the dates of the last communication and upcoming planned communication.

Click + Add Communication to log a new communication entry, such as an email, phone call, or meeting. This helps track engagement and ensure timely follow-up.

3. Review Document Workload

The Document Workload section shows a list of documents submitted by or expected from the supplier. Users can search or filter documents based on FTA, file name, or status. If no documents have been uploaded, a “No Results Found” message will display.

4. Monitor Solicitation Workload

The Solicitation Workload section provides a detailed table of part-specific solicitation activity with the supplier. Toggle between View by FTA and View by Part to customize how the data is presented. Users can search, filter, and select specific parts using checkboxes.

The Edit Priority button (when enabled) allows users to adjust the urgency of follow-up actions.

Rules of Origin #

The Rules of Origin page is where users can view, manage, and interpret various origin qualification rules that apply to parts and products under different FTAs.

Groups (Group 1–4):

Each rule may contain multiple qualifying conditions, grouped under Group 1, 2, 3, or 4. These groups define alternative sets of criteria for origin qualification.

TS – From Any Other: Tariff Shift requirements

RVC – Build Up / Build Down: Regional Value Content rules

RVC – Net Cost / TV: Cost-based value requirements

DM: Indicates De Minimis provisions may apply

When you click on a rule in the Rules of Origin page, it expands to show how that rule is applied across different FTAs.

This view displays:

FTA – The trade agreement the rule applies to (e.g., USMCA, GB-CM).

HS Code – The product classification the rule covers.

Effective Dates – When the rule starts and ends (if applicable).

ROO Language – A description of the rule’s requirement (e.g., what tariff shift is needed).

You can also search or filter to find specific rules more quickly.

This screen helps users understand how a particular origin rule is used across different trade agreements.

Analyze BOM Impact #

After selecting parts (not in a complete status), clicking Analyze BOM Impact on the Qualification Dashboard directs users to the BOM Impact Analysis screen. This screen provides a detailed breakdown of individual parts that are tied to active FTAs and helps identify where gaps in BOM data may exist.

The BOM Impact Analysis view offers comprehensive information including part numbers, descriptions, vendor codes, FTA coverage, blanket start and end dates, and status indicators such as whether a classification is open or pending. It also displays metrics like the number of BOMs tied to each part, the maximum value, and other values.

By analyzing this data, users can prioritize which BOMs need attention, and which parts need to be moved to a critical priority status. On this page, users can also filter by custom parameters helping to narrow focus to specific FTA’s, vendors or part types.

On the BOM Impact Analysis screen, users can take targeted action to prioritize and manage parts that have a significant impact on qualification due to missing or incomplete BOMs. One of the key functionalities available on this screen is the ability to mark specific parts as Critical Priority. This helps ensure that high-impact or time-sensitive items receive immediate attention.

To do this, users can begin by selecting one or more parts from the list using the checkboxes on the left side of each row or by filtering “pending”. Once records are selected, the Mark as Critical Priority button becomes active. Clicking this button prompts a confirmation dialog, asking the user to confirm the change in priority status. After confirming, the selected records are flagged accordingly, and a green success message appears at the bottom, confirming that the records have been successfully marked as critical.

Users also have access to a dropdown menu offering further actions, such as Export Analysis, allowing users to download the current view of the BOM impact and Manage Solicitations, which directs users to the Solicitation Dashboard. From there, user can take additional actions such as contacting suppliers or managing pending documentation.

Manage Cross Reference #

The Manage Cross Reference screen allows users to view, search, and manage cross-references between customer part numbers and internal part numbers. This is essential for mapping external data to your internal systems for clarity, tracking, and integration.

The Manage Cross Reference screen provides a searchable table of all customer location cross references. Users can use the search bar to quickly find a specific customer or location or apply filters to narrow down the list. Each row in the table displays details such as customer name, customer location code, internal location code, location name, address, creation date, and the initials of the person who last confirmed the entry.

To view more detailed information about a location, users can simply click on the Location Code. This action opens the corresponding company and location details in a separate panel below.

The Company Information section shows the customer’s name, website, account status, and the date the record was added to the system. If updates are needed, users can click the Request Edit button to submit changes for review.

The Location Details panel provides the full address. It may also include other identifiers such as an EIN or Tax ID, and any assigned CIP or foreign trade zone information. Users can request edits to this information if needed.

The Contacts panel displays a list of individuals associated with the customer location, including their name, email, phone number, and role (primary, secondary, or technical contact). New contacts can be added using the Add Contact button.

The Codes section lists internal identifiers such as vendor codes or MIDs linked to the location. Users can add new codes by clicking the Add Code button and can designate one as the primary code.

The Customer References panel allows users to view and add reference codes provided by the customer.