Mandatory Certificates

Mandatory certificates are attached to vendors.

In the Contact Certificate Types page, the Purchase Order Release, Purchase Invoice Release, Purchase Order Release, and Outgoing Payment Posting fields define whether the type of certificate is checked as mandatory for these processes. The options can be set to display a Notification or to stop the process with an Error Message if the mandatory certificate is not valid, which is defined by:

• certificate with certificate type that does not exist for the vendor
• certificate is overdue
• certificate with Status = Released does not exist
• certificate end date later than the verification date

The verification date is defined by the Due Date field in the Purchase Documents and Posting Date field in the Payment Journal.

Vendor Certificates

In the Vendor Card, choose Vendor > Mandatory Certificates on the Related menu to assign mandatory certificates to a vendor. The number of both regular and mandatory certificates are shown in the Vendor Certificates FactBox.

In the Subsections page, choose Related > Mandatory Certificates to assign a certificate type to a subsection. These mandatory certificates are then copied to the vendor if the Subsection field is filled in on the Vendor Card page and no mandatory vendor certificates exist.

Payment Journal

In the Payment Journal page, the Check Mandatory Certificates action will start a manual certificate check for a single line. Certificate types with an error message verification are considered in the Journal Check FactBox.

Feedback
Submit feedback for this page .