Test Plan Assignment

The information required for creating Customer Certificates varies depending on if general or customer-specific certificates are needed:

• Items that require General Certificates must have at least two entries in the Test Plan Assignment page:
  • Source Type = document for creating the test orders, such as Purchase Receipt or Production Order, which is needed for creating the results used in the certificate.
  • Source Type = Certificate with lot and test plan information only
• Items that require Customer-Specific Certificates only need one entry in the Test Plan Assignment page:
  • Source Type = document for creating the test orders, such as Purchase Receipt or Production Order, which is needed for creating the results used in the certificate.
  • Source Type = Sales Order with customer, contact, language, lot and test plan information

The Test Plans assigned to each source type should use the concurring Test Properties to properly generate test result entries. Each Test Property used is consolidated to test results that can be used in Certificates. Test Properties that are added to a Customer Certificate line before certification can also use Test Results from previous testing.

Note

Item Tracking must be activated to create a Customer Certificate.

General Certificates

In the Test Plan Assignment page, set the Source Type to Certificate, and then enter the relevant Item No., Test Order Option for lot/serial number, and Test Plan No.

This setting does not result in testing; its purpose is to allow you to verify test results with the specifications of the test plan and to create a Customer Certificate document.

The certificate is not created for an individual customer and does not refer to a sales line (for instance, sales quote).

Customer-Specific Certificates

In the Test Plan Assignment page, set the Source Type to Sales Order, enter the relevant Item No., Contact No., Language Code, Test Order Option for lot/serial number, and Test Plan No.

This setup allows you to assign an individual test plan to a sales line. For example, to add a customer's specification to a Sales Quote, you specify:

• the customer in the Source No. field.
• who will receive the certificate in the Contact No. field.
• in which language the certificate should be printed in the Language field.
• the specification itself in the test plan, which is linked in the Test Plan No. field.

As with the general certificate, this setting does not result in testing; its purpose is to allow you to verify test results with the specifications of the test plan and to create a Customer Certificate document.

Note

Setting up an entry with the Sales Order option still allows for the creation of test orders per sales line. This setting just allows the additional creation of the customer-specific certificate.

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