Customer Certificate Card
The Customer Certificate Card combines all the information from the test properties and test property sets in the Test Plan (assigned to Test Plan Assignment with Source Type = Certificate or Sales Order) as well as test results to be used in the creation of the Customer Certificate. It contains a line for every test property from the assigned Test Plan and can provide additional values and decisions from existing test results.
The Customer Certificate Card is accessed from:
- Tell Me by choosing the
icon, entering Customer Certificates, and then choosing the related link. - the Role Center by choosing Navigate > Customer Certificates.
- Lot No. Information Card/Serial No. Information Card by choosing the Create Certificates action or the Certificates action on the Related menu.
- Sales Quote, Sales Order, or Sales Invoice by selecting the relevant line and then choosing Line > Quality Assurance > Create Customer Certificate or Open Customer Certificate on the Lines FastTab.
General FastTab
The fields on the General FastTab are described in the following table.
| Field | Description |
|---|---|
| No. | Specifies the unique identifier of the customer certificate. |
| Version | Specifies the version of the customer certificate. A new version is created each time a customer certificate is created for the item/test plan combination. |
| Status | Indicates the current status of the customer certificate. The options are New, Under Development, Certified, Archived, and Canceled. Only a certified customer certificate can be printed during sales order or shipment processing. |
| Certification Date | Indicates the date when the customer certificate was certified. |
| Language Code | Identifies the specific language to be used for the customer certificate, based on the language specified in the Test Plan Assignment. This must be set to print the certificate in a different language. |
| Item No. | Indicates the item the customer certificate relates to, specifically in relation to the lot/serial number information in the Item Tracking FastTab. |
| Description | Specifies a short description of the customer certificate. |
| Description 2 | Specifies an additional description of the customer certificate. |
| Variant Code | Indicates the item variant the customer certificate relates to, specifically in relation to the lot/serial number information in the Item Tracking FastTab. |
| Signed by | Indicates the User ID of the authorized signer specified in User Setup. For more information, see User Setup. |
| Customizable | Indicates whether the Customer Certificate can be changed. This toggle is automatically turned on when a new version of the Customer Certificate is created; it cannot be changed manually. For more information, see Customize Existing Customer Certificate. |
| Long-Term Storage Condition Code | Specifies the inventory condition transferred from the Item Card, which is used to inform the customer of the best way of storing the item for long-term usage. |
| No. Printed | Indicates the number of times the Customer Certificate has been printed, either from this page or the sales quote/order/shipment. Printings via Test Print are not counted. |
| Modified by | Identifies the user ID of the last person to modify the customer certificate. |
| Modified At | Indicates the date and time the customer certificate was last modified. |
| Created by | Identifies the user ID of the person who created the customer certificate. |
| Created At | Indicates the date and time the customer certificate was created. |
Lines FastTab
The fields on the Lines FastTab are described in the following table.
| Field | Description |
|---|---|
| Test Property Set Code | Specifies the test property set code for the specification. |
| Test Property Set Text | Indicates the text from the Test Prop. Set Text field in the test plan line. |
| Test Property Code | Indicates the test property code from the test property set line. |
| Test Property Description | Indicates the description of the test property code from the test property set line. |
| Output Value | Indicates the information that will be printed on the Customer Certificate based on the test results of the selected Result Type Code. For example, Confirmed would indicate a positive result meaning that all values are as expected or between the tolerances (upper/lower limit). |
| Unit of Measure | Indicates the unit of measure, if the measured or calculated value is used as output. |
| Result Type Code | Indicates the result type used as the specification to test. For more information, see Test Results. |
| Comment | Indicates whether a comment exists for the test property set. |
| Test Method No. | Indicates the test method used for testing the test property set. |
| Method Revision | Indicates the test method revision number used for testing the test property set. |
| Method Text | Indicates the test method extended text used for testing the test property set. |
| Calculation Type | Indicates the calculation type from the test property/test property set. |
| No Print on Certificate | Indicates the No Print on Certificate setting from the test property/test property set/test plan. |
| Test Order Output Value | Indicates the value entered in the Output Value field for a unique test property in the value recording process (i.e., not using multiple measurements). NOTE: This field is empty for test results with Test Calculation Types = Average and Standard Deviation. |
| Test Property Text | Indicates the text from the Test Property Text field in the Test Plan Prop. Set Card line. |
| Test Property Text 2 | Indicates the text from the Test Property Text 2 field in the Test Plan Prop. Set Card line. |
| Testing Method | Indicates the testing method from the test property/test property set/test plan. |
On the Line menu, you can open Test Values (results) and Comments on the Line menu, as well as Method Translations, Property Set Translations for the selected test property set line, and Property Translations on the Translations menu.
You also have the ability to add or delete lines on the Manage menu. If adding a line to a generated customer certificate (i.e., one that was not created manually), an editable version of the certificate will be created (see Customize Existing Customer Certificates).
Customer FastTab
The fields on the Customer FastTab are described in the following table.
| Field | Description |
|---|---|
| Document Type | Indicates the document used to create/print the customer certificate. |
| Document No. | Indicates the number of the document used to create/print the customer certificate. |
| Sell-to Customer No. .. Sell-to Country/Region Code | Indicates sell-to customer and address information. |
| Send-to Contact / Send-to Contact No. | Indicates the number and name of the contact the customer certificate was sent to, as indicated on the contact in the Test Plan Assignment. |
Item Tracking FastTab
The fields on the Item Tracking FastTab are described in the following table.
| Field | Description |
|---|---|
| Lot No. | Indicates the lot number if lot tracking is used. |
| Serial No. | Indicates the serial number if serial number tracking is used. |
| Expiration Date | Indicates the expiration date of the lot/serial number. |
| Entry Date | Indicates the date the lot/serial number was entered in item tracking. |
Test Plan FastTab
The fields on the Test Plan FastTab are described in the following table.
| Field | Description |
|---|---|
| Source Type | Indicates which test plan source type was used to create the customer certificate. |
| Test Plan No. | Indicates the number of the test plan that was used to create the customer certificate. |
| Test Plan Version | Indicates the version number of the test plan that was used to create the customer certificate. |
Actions
The actions on the Customer Certificate Card page are described in the following table.
| Menu | Action | Description |
|---|---|---|
| Home | Sales Document | Opens the sales document related to the Customer Certificate if created from a sales document. This action is also on the Related menu. |
| Print/Send | The actions on this menu are standard print/send actions. The number of times the certificate is printed is stored in the No. Printed field on the General FastTab. These actions are also on the Related menu. For more information, see Print Customer Certificate. |
|
| Related > Shipment | Warehouse Shipment Lines | Opens the Whse. Shipment Lines page to view ongoing warehouse shipments for the customer certificate, in advanced warehouse configurations. |
| Related > Item Tracking | Lot No. Information | Opens the Lot No. Information Card page with lot information if the customer certificate is based on lot tracking. For more information, see Information Card. |
| Serial No. Information | Opens the Serial No. Information Card page with serial number information if the customer certificate is based on serialized item tracking. For more information, see Information Card. | |
| Item Tracing | Opens the Item Tracing page filtered on the serial number/lot number/item/variant that the customer certificate is based on. For more information, see Item Tracing. | |
| Related > Test Order | Test History | Opens the Testing History page filtered by date/item/variant/lot/serial number with testing results for the related test orders that the customer certificate is based on. For more information, see Testing History. |
| Related > Inventory | Inventory Overview | Opens the Inventory Overview page filtered on the item number/lot number/serial number/variant that the customer certificate is based on. For more information, see Inventory Overview. |
| Related > Certificate | Comments | Opens the Quality Assurance Comments page, where you can enter comments that will be printed on the Customer Certificate. Translations are possible by entering a language in the Language Code field. |
See Also
Feedback
Submit feedback for this page .