This is the short version for suppliers who only need to attach a PDF certificate to a request from their customer. For the complete flow, including creating a transaction without a request, entering test results and the submit options, see Create a Customer Transaction or Respond to a Customer Request.
This guide assumes the company setting Copy Customer Requirements is on. The customer's product number is then already linked when you open the request. If it is not, link your product first as described in the full guide.
Where: Lot Transactions > Customer
Steps
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Open the request. In Lot Transactions > Customer, click in Requested in the Quickview to see only open requests, then click Open on the one you want to answer.
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Create the lot. A lot is required for traceability, even if it only carries the lot number. In the Manufacturing lot section, click Create new lot, enter the Manufacturing lot number that the certificate refers to, and click Create. Nothing else in the dialog is needed.
One lot per transaction. If you deliver several lots on the same customer order, submit this transaction, then use Actions > Duplicate Transaction order and link the next lot to the copy. Repeat for each lot.
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Attach the certificate. Drag the PDF into Shared attachments, or click the area to pick it. Files under Shared attachments go to the customer; files under Private attachments stay within your company. Keep the total below 20 MB so the files fit in the email notification to the customer. Add Notes if you want to say something to the customer.
Optional: Generate PDF creates a cover page with the order details. Tick Merge PDF Attachments to merge it with the PDFs you uploaded into one document.
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Submit. The Submit button appears once the lot is linked. Click it to send the transaction to the customer.
What happens next
|
Status |
Meaning |
|---|---|
|
Needs Customer Approval |
Submitted. The customer is notified and reviews the certificate. |
|
Approved |
The customer accepted it. You are done. |
|
Requested changes |
The customer wants something changed. Open the transaction, use Actions > Open for change, fix it and submit again. |
|
Rejected |
The customer refused the certificate. |
Related
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Create a Customer Transaction or Respond to a Customer Request: the full supplier guide.
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View and Approve Supplier Transactions: what your customer sees.