This guide should be used when your customer has created Requests and you want to reply to those by creating a Lot and attach a PDF certificate. You find all request in the Lot Approval-Customer records section.
This guide assumes that you have the company setting Copy Customer Requirements enabled in your company settings.
This means that the customer’s product number and requirements are automatically created in your Product Registry.
If you are responding to a created customer request, navigate to Lot Approvals - Customer records from the side menu to view your customer requests.
Open the request that you want to manage.
Link your product to the request
If your product numbers are already linked, this step should be skipped. You will not see the message Your product number is not set. This will be the case if Copy customer requirements is enabled in company settings.
If your product number is not already linked to the request, you must do so. You can create a new product by clicking Import as new product from customer. You can change the product number and description to your own data.
If your product is already created but not linked, go down to Product section and select your product in the dropdown and Link.
Once yours and the customer’s product number are linked, the system will remember this and for the next request, the products will be linked automatically.
Create and/or link a Lot to the request
You must link a Lot number to the request for traceability purpose. You can link an existing lot or create a new lot directly in the request. This number will be stated on the documentation and can be called Lot number, manufacturing lot or batch.
To link an existing lot previously created in the module Manufacturing lots or in another request, select the drop-down “Link an existing lot” and select it.
To create a new lot, click ‘Create new lot’, enter the relevant lot number and click Create.
You can only link ONE lot number to each record. If you deliver more than one lot number for the same customer record/order, you must duplicate the record and link the second lot to the new record. Duplicate again if you have a third lot etc.
Add attachments to the record
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Scroll down and click on the Attachments section to select and add PDFs or other documents relevant for the record. You can also drag and drop files to the file area.
Documents uploaded to the Shared attachments area will be shared with the customer. The Private attachments area can be used for documents that you want to upload for your own reference. These documents will not be shared with the customer.
Add as many attachments as necessary. The total file size must be below about 20 MB.
Submit to Customer
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Click on Submit button to submit the record to the Customer. The submit button will only be available if there is a Lot linked to the certificate.
