Create Customer Certificate

To create a Customer Certificate, you must configure Test Plan Assignment, assign a test plan to verify measurements, and record some measurements for a lot- or serial number. For instance, the process might include steps from setup to the actual creation. The steps below provide a general overview.

  1. Set up test properties for measurements.
  2. Assign test properties to test property sets.
  3. Assign test property sets to test plans.
  4. Set up test plan assignment to item:
    • Source Type = document to create test orders with test plan and all relevant testing settings
    • Source Type = Certificate or Sales Order
      • Certificate - with lot and test plan information only
      • Sales Order - with customer, contact, language, lot, and test plan information
  5. Process document(s) to create test order(s).
  6. Process test orders(s) and set to Finished.
    Note

    Test Orders must have Status = Finished to add the values to the Test Results Consolidated page.

  7. If not done automatically, set the Lot-/Serial No. Status to a valid status that allows Customer Certificate printing.

For general certificates:

  1. To review the test results before creating the Customer Certificate, open the Lot No. Information or Serial No. Information page.
    • Choose the Testing History action to review the posted test results for the item/lot- or serial number combination.
    • On the Related menu, choose the Test Results action to view the Test Results Consolidated with calculated and text values based on test calculation types.
  2. To create the Customer Certificate, choose the Create Certificates action.

For customer-specific certificates:

  1. As needed, review the test results as described above before creating the Customer-Specific Certificate.
  2. Create the sales document and on the Lines FastTab, choose Quality Assurance > Order-Specific Test Plan on the Line menu to create a test plan for the sales line.
  3. In the Test Plan Assignment page, choose the Copy Test Plan action and then choose the Customize Test Plan action to update the new test plan with specifications from the customer.
  4. Close the Test Plan Assignment page.
  5. On the Lines FastTab, choose Quality Assurance > Create Customer Certificate action on the Line menu.

See Also

Configuration
Lot-/Serial No. Status

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