Sales Order Entry - Advanced Line Entry - Product Certificates overview

Sales > Entry > Order

Use this page to view and maintain the product certificates that can be included in the sales order when printing or emailing order documents for a customer or ship to.

Note: This page is displayed when you specify a product on the Sales Order Entry - Advanced Line Entry screen and click Product Certificates.
The product certificates displayed by default in the grid are determined by these scenarios:
  • The product certificates must be assigned to products on the Special Handling tab of the Product Setup screen.
  • The product certificates must be assigned to the customer on the eCommerce tab of the Customer Setup screen or to the ship to on the eCommerce tab of the Customer Ship To Setup screen.
    Note: Customer ship to settings are considered if the ship to is specified on the sales order and the certificates are assigned to the customer ship to.
The Certificates grid includes these details:
  • Acknowledgement/Quote: A checkbox to indicate that the product certificate must be included when the Acknowledgement/Quote document is printed or emailed. The selected certificates for this document are listed in the Acknowledgement/Quote field.
  • Pick Ticket/Packing List: A checkbox to indicate that the product certificate must be included when the Pick Ticket/Packing List document is printed or emailed. The selected certificates for this document are listed in the Pick Ticket/Packing List field.
  • Delivery Note: A checkbox to indicate that the product certificate must be included when the Delivery Note document is printed or emailed. The selected certificates for this document are listed in the Delivery Note field.
  • Invoice: A checkbox to indicate that the product certificate must be included when the Invoice document is printed or emailed. The selected certificates for this document are listed in the Invoice field.
  • Demand: A checkbox to indicate that the certificate can be printed or emailed using the Print option on the Sales Order Entry screen. All certificates with this checkbox selected are listed in the Demand field.
  • Certificate Type: The name of the certificate as defined on the SA Table Code Value Setup-Product Certificate Type screen.
  • Description: The description of the certificate as defined on the SA Table Code Value Setup-Product Certificate Type screen.
  • Product Certificate Active: The status of the certificate as defined on the SA Table Code Value Setup-Product Certificate Type screen.
  • Receiving Type: Indicates whether the certificate is required from the vendor or supplier upon receiving, as defined on the SA Table Code Value Setup-Product Certificate Type screen.
  • IDM Document Type ID: The IDM document ID as defined on the SA Table Code Value Setup-Product Certificate Type screen.
    Note: You must use Personalization to view this field.
  • IDM XQuery Attributes: The IDM query attributes as defined on the SA Table Code Value Setup-Product Certificate Type screen.
    Note: You must use Personalization to view this field.
Note: To maintain the product certificate assignment to the order lines on the Sales Order Entry-Advanced Line Entry screen, you must set the Allow Maintenance of Product Certificates field to Yes on the OE Entry Options tab of the SA Operator Setup screen. If the user has security permissions to maintain the selected product certificates for the line, all active product certificates are displayed. Otherwise, only the assigned certificates are displayed.