Rhein Coil Trading: one CBAM year, door to door

Menu → Administrator → Official default values · /admin/default-values

Why: every default figure later in this tutorial comes from this table, not from a guess.

1. Open the page and read the row count at the top.
2. In CN code (prefix) type 720712Copy and in Country (e.g. IN) type CNCopy.

Workflow bar → 1 · Company & EORI · /declarant

Why: the declarant record is printed on every report and checked before filing.

1. Fill in the company name if the field is empty: Rhein Coil Trading GmbH (test)Copy.
2. EORI: DE904512378650000Copy
3. Status: Authorised · Member state (NCA): DECopy · Authorisation number: DE-CBAM-AD-2026-00417Copy
4. Click Save status.

Workflow bar → 2 · Bring in imports · /customs-import

Why: this is the importer's bill if no supplier sends data. The file deliberately includes a title row, kilograms and a country written as a name, the way real broker exports look.

1. Upload rhein-coil-q2-2026.xlsx (downloaded above).
2. Check the preview, then in Reporting period type 2026-Q2Copy.
3. Click Calculate with the engine.

If the cement line shows 0.979, the install is on default values from before 19 Oct 2026, when Namibia's "NA" rows were misread. Redeploy so the startup repair runs.

Workflow bar → 3 · Supplier data · /enterprise/suppliers

Why: the 10 % mark-up only applies to defaults. A supplier's verified plant figure is usually lower, and it's better evidence.

1. Click Invite Supplier.
2. Supplier (company): Jinhai Special Steel Co. (test)Copy
3. Email: li.wei@jinhai-steel.exampleCopy · CN codes: 72071210Copy
4. Your company name (shown to the supplier): Rhein Coil Trading GmbH (test)Copy
5. Optional message: Please model your BOF plant for the 2026 slab deliveries (CN 7207 12 10).Copy
6. Untick the e-mail checkbox (the address is fictional), then click Create invitation.
7. Copy the invitation link (it contains supplier-portal?token=) and keep it in a note: it is the supplier's key.

Open the supplier link from step 4 (same browser is fine)

1. Check the heading Jinhai Special Steel Co. (test). In Country where the plant is located choose China (CN).
2. Click Model my plant for CN 72071210 → pick Iron & steel → Crude steel — Basic oxygen steelmaking.
3. Click the to-do "no production quantity" and type 800000Copy (tonnes of steel a year).
4. Click ⤓ Fill from data and paste into Your figures:

   CopyHot metal, 720000
   Steel scrap, 130000
   Fuel (natural gas / coke), 400000, 0.0561
   Grid electricity, 96000, 0.605
   Crude steel, 800000

5. Click Match to plant →, then Fill 5 flows, then Save.

Open the supplier link again (portal home)

1. You see Plant model — draft, not submitted. Click Ask your supplier for this figure (next to hot metal).
2. Company: Jinhai Ironworks Co. (test)Copy · Email: energy@jinhai-iron.exampleCopy · Language: English
3. Click Send request and copy the new link from the read-only field (the ironworks' key).

Open the ironworks link from step 6, not the steel supplier's link from step 4. The heading must read Jinhai Ironworks Co. (test) and the button Model my plant for CN 7201.

1. Country where the plant is located: China (CN) → Model my plant for CN 7201… → Iron & steel → Pig iron — Blast furnace.
2. To-do "no production quantity": type 720000Copy.
3. ⤓ Fill from data → paste:

   CopySintered ore / pellets, 1150000
   Coke, 7106400, 0.1075
   Pulverised coal (PCI), 3024000, 0.0946
   Fluxes (limestone / dolomite), 90000
   Grid electricity, 50000, 0.605
   Pig iron / hot metal, 720000

4. Match to plant → → Fill 6 flows. In Precursor origin country type CNCopy (the sinter is made in China).
5. Click Save, then Submit to my customer. (While saving, the button reads Saving…; it submits right after.)

If you see a much higher SEE, check the precursor origin country: if it's left empty, the regulation applies the highest default value (Annex IV).

Open the supplier link → open the plant model

1. On the portal home, the hot-metal input now shows From your supplier (linked). Open the plant model.
2. Click ▦ Plant layout. If ✨ Starter layout is offered, click it.
3. Click the Basic oxygen steelmaking card → Nameplate capacity: 320Copy → Save (you see ✓ Saved).
4. Open Evidence → document type Inspection report → choose jinhai-verification-statement-2026.pdf → Upload evidence.
5. Open History, then go back with ⚙ Process model and click Submit to my customer (it saves anything not yet saved first).

Back in the app as the importer → Workflow bar → 4 · Review & verify · /verification

1. Click Jinhai Special Steel. Check the figures, then open Outcome → Verify.
2. Remarks: Plant model reproduces the monitoring report; hot metal linked to Jinhai Ironworks.Copy → Submit Verification.
3. Repeat for Jinhai Ironworks with remarks Blast-furnace model checked against the fuel and sinter records.Copy

Importer: Workflow bar → 4 · Review & verify → Verifiers · /enterprise/verifiers

1. Click Invite verifier. Email: your own sign-in email (or a colleague's). Organisation: TÜV Verification (test)Copy. Client: Rhein Coil Trading GmbH (test)Copy → Create invitation.
2. The box Invitation created shows the one-time link (…/auditor/accept?token=…) with a copy button — it is also e-mailed when the e-mail box was ticked. Open that link signed in with that email (signed out, you are asked to sign in first and then brought back). It confirms on its own: Access confirmed → Open the auditor workspace. Choose the role Verifier in the workflow bar. Invited a colleague? They sign in with their own address — their account stays separate and only sees what you share.
3. Repeating the tutorial? If the list already shows that email as Active, no link is needed — go straight to /auditor. If it shows Invited (link lost), click New link on that row; the old link stops working. "Create invitation" for the same email answers with exactly this advice.
4. /auditor → click Rhein Coil Trading GmbH → Open Jinhai Special Steel… → in Submission review click Bundle.
5. Click Open the locked plant, then the converter card → Evidence.

Afterwards, switch the workflow bar back to Importer.

/customs-import

1. Upload the same Excel file again.
2. In the supplier data panel, for CN 72071210 from CN, choose Jinhai Special Steel … verified.
3. Reporting period: 2026-Q2Copy → Calculate with the engine.

Workflow bar → 5 · Declare & certificates · /certificates

1. Year: 2026. In the calculation lines, tick only the run from step 11: embedded 5,738.77 t. Leave the step-3 run (7,968.18 t) unticked; ticking both would be flagged as a duplicate.
2. In the Pre-filing check, on Supplier value without a document attach jinhai-verification-statement-2026.pdf.
3. For every amber item click Acknowledge, type Reviewed with the verification statement of Jinhai Special Steel (TÜV, 2026).Copy and click Accept with this reason.
4. When it reads Ready to file, tick I have reviewed the figures and click Approve for filing.
5. Click Buy 2,428 certificates. The published price fills in; click Record purchase, then Check the holding.
6. EU reference: CBAM-DE-2026-TEST-0001Copy → File declaration → confirm.

If you need to correct the year later, start an amendment on the same page: the original stays archived (hash-chained) and the change is recorded as version 2.

Menu → Watchdog · /watchdog

1. Click Check now.

Workflow bar: choose Supplier → /twin → Ask about CBAM (bottom left)

1. Ask: How can I build my steel plant by using the Balance Twin?Copy → Send.

Switch the workflow bar back to Importer.

Workflow bar → 6 · Plan costs · /forecasting

The year's imports = the Q2 file × 4.

1. Click Import my plants. Keep only the line with CN 72071210 (remove the others with Remove line); it comes in with SEE 1.628… and origin CN. Set tonnes to 4800Copy.
2. Add line: Unwrought aluminiumCopy · 76011000Copy · INCopy · 1200Copy
3. Add line: Portland cementCopy · 25232900Copy · TRCopy · 8000Copy
4. Open Levers & risks, Price scenarios and Budget; download the CSV.