Manage certificates and declarations#
File a certificate or declaration#
You can now store and monitor the validity of certificates and declarations from a vendor card. To set up the feature:
- Choose the Search icon, enter Certificates and Declarations, and then choose the related link.
- Fill in the fields as described in the following table.
| Field | Description |
|---|---|
| Code | Specify a code for the certificate. |
| Description | Enter a description for the certificate. |
You can then see the certificates and declarations stored for the vendor in the Long-Term Supplier Decl. and Short-Term Supplier Decl. fields, found on the Foreign Trade FastTab of the vendor card.
Using the lookup on either field will take you to the Vendor QM Data page, where you can choose New on the ribbon and fill in the fields as described in the following table to add a declaration or a certificate.
| Field | Description |
|---|---|
| Code | Select a certificate stored in the system. |
| Starting Date | Specify when the certificate becomes valid. |
| Ending Date | Specify when the validity of the certificate ends. |
| Notification Date | Specify when you need to ask the vendor about the certificate. |
| File Path | Specify where the certificate is stored. |
Search for valid certificates#
As certificates are only in use for a limited period, their validity must be checked at regular intervals.
For this purpose, you can run the Vendor QM Notification report, where you can set filters on the Notification Date field, for example.