Create an EUDR applicability assessment

The guided “EUDR Applicability Assessment” assistant determines whether the EU Deforestation Regulation applies to an organization and from which date. Your role under the regulation – operator, downstream operator or trader – is then set per product, not for the company as a whole. The assessment forms the basis for the later due diligence.

Prerequisites

• At least one active organization exists in the “Organizations & Facilities” module.
• An active, not closed reporting period is selected in the header (for example “FY 2026”). The assessment belongs to that period; a closed period does not accept a new assessment.
• You are signed in to your team and may create entries in the “Deforestation” area.

Opening the assistant

1. In the left menu, click “Deforestation” and then “EUDR Compliance”.
2. In the “EUDR Assessments” section, click “Start Assessment”.

The “EUDR Applicability Assessment” dialog opens. The progress indicator at the top guides you through four steps: “Organization”, “Commodities”, “Company size” and “Summary”.

Step by step

1. In the “Organization” step, choose the “Organization” to be assessed and click “Next”. The assistant does not ask for a reporting period – the one selected in the header applies.
2. In the “Commodity Screening” step, select under “EUDR Commodities” the regulated commodities relevant to your business: cattle, cocoa, coffee, palm oil, rubber, soy or wood. Below the list, each commodity can be expanded to show its CN codes. Click “Next”.
3. If none of the commodities apply, activate “None of the above — EUDR does not apply” instead. “Next” then takes you to the “EUDR Not Applicable” page, where you can optionally enter a “Justification (Optional)” and complete the assessment with “Confirm”.
4. In the “Company size” step, answer “Did the company exist before 1 January 2025?” and enter “Employees”, “Turnover (EUR)” and “Balance sheet total (EUR)” under “Latest financial year”. The employee count is prefilled from the organization profile. If the company existed before 1 January 2025, the same figures are also required under “Earlier financial year”. Under “Result” the assistant shows the size class under the EU Accounting Directive, and under “EUDR applies from” the derived application date with its reason. For micro and small companies in a low-risk country, it additionally asks whether you only sell what you grew or harvested yourself (small producer). Click “Next”.
5. In the “Assessment Summary” step, check “In-scope Commodities”, “Company size” and “EUDR applies from”, optionally enter “Notes”, and click “Confirm Assessment”. You are taken to the assessment detail page; the assessment status is “Completed”.

Add products and set your role

Your role under the EUDR follows from where each product comes from. After the assistant, add the affected products on the assessment detail page.

1. In the “Applicable Commodities & Products” section, click “Add”. The “Add Product” panel opens.
2. Enter the “Product Name” and, optionally, the “Product Identifier”. Select the “Commodity” and then the matching “CN Code” from the list based on Annex I of the regulation.
3. Under “Origin”, answer “Where does this product come from?”:
   • “Imported or produced by us” – you are the “Operator” and must carry out full due diligence and submit a due diligence statement.
   • “Bought in the EU and processed” – you are a “Downstream operator”.
   • “Bought in the EU and resold unchanged” – you are a “Trader”.
   Under “Your role” the panel shows the derived role and its obligations.
4. Under “Is this product exported?”, state whether you export the product from the EU. Exporting does not change your role; the product is only marked as exported.
5. Optionally add a “Description”, activate “Flag for legal review” if required, and click “Save Product”. The product page opens; repeat the steps for every affected product.

What happens next

• The assessment is listed in the “EUDR Assessments” table of the selected reporting period, with applicability, company size and status.
• For products where you are the operator, create the due diligence records on the product page in the “Due Diligence Records” section.
• Downstream operators and traders need no due diligence records and no due diligence statement; instead they record their “Suppliers” and “Customers” with the reference numbers received in the “Supply chain record” section of the product page, where they are kept for five years.

Practical tip: there is one applicability assessment per organization and reporting period; if you cancel the assistant after the first step, starting it again for the same organization resumes the assessment you began (status “In Progress”). If the organization’s employee count, turnover or balance sheet total changes later, a completed assessment moves to the status “In Review” and the detail page asks you to confirm or update the results.