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Certificate of Compliance (Read 1058 times)
kevind
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Certificate of Compliance
11/03/04 at 12:45:55
 
We get more and more requests for a "Certificate of Compliance" from our customers.
 
Is this an application for the Note Templates feature (SO-L)?
 
If so, can anyone send me a sample of how they setup a certificate of compliance in SO-L and instructions on how they use it?
 
Thanks!
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Kevin Damke
Spectronics Corporation
ISTECH 2004.1 7/26/13 SP1 - 20 user
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aricon
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Re: Certificate of Compliance
Reply #1 - 11/03/04 at 12:57:56
 
No. Note templates only print on the Packing slip. You would be better off to wait for the ISTS enhancment that will allow document linking and then link that as a Word Doc or PDF to your orders.
 
Or you could take a look at Next-Gen which allows this, but you may not be ready to move from Classic, so with the ISTS enhancement (when available) that will give you the basic functionality you should need.
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Sincerely,

Lorne Rogers
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rlevasseur
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Re: Certificate of Compliance
Reply #2 - 11/03/04 at 13:14:22
 
Kevin,
 
I sent you an email with an attachment that we use here.
 
Rick
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Karen Mason
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Re: Certificate of Compliance
Reply #3 - 11/03/04 at 14:22:08
 
I modified a packing list (I think-it's been so long, I'm not sure if it was an invoice or packing list).  I changed the title to CERTIFICATE OF COMPLIANCE.  In the group footer we actually typed our certification.  
                     CERTIFICATE OF COMPLIANCE
This certifies the above parts were manufactured in compliance with all applicable customer specifications as indicated on the P.O. listed above and/or drawing(s) submitted therewith.  Any and all applicable documents are on file.
 
________________________________________
John Doe, Quality Assurance Manager           Date
 
We actually have other special certifications for special operations such as mag.particle inspection or ultrasonic inspection.  
 
Saved each one under a different name.  We print it on 3 part NCR paper on a laser printer and have QC sign it.    
 
This way the customer order, invoice, quantity, and work order all tie in to each other.  When we produce the packing slip and invoice, we also produce the certs.
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Karen Mason, Vice President
Bula Forge & Machine, Inc.
1-60# forgings, machining, & assembly
Cleveland, OH
Tel:216-252-7600 Fax:216-252-7601 www.bulaforge.com
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Lynn_Pantic
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Re: Certificate of Compliance
Reply #4 - 11/03/04 at 19:19:09
 
Programmer and I were just discussing SO-L/M and what it SHOULD do - please post ideas to the Suggestions for Updates threads so we can make it happen.
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Lynn Pantic
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Lynn_Pantic
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evolution (n) -
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Re: Certificate of Compliance
Reply #5 - 11/03/04 at 19:19:16
 
Programmer and I were just discussing SO-L/M and what it SHOULD do - please post ideas to the Suggestions for Updates threads so we can make it happen.
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Lynn Pantic
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gtladmin
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Re: Certificate of Compliance
Reply #6 - 02/03/05 at 11:52:25
 
We use a Crystal report for this--created the base report, which asks for the Sales order number and prints the cert.  We compiled it and rolled it out to our non-Crystal sales users.  Works great!  We use Crystal 8.  If you wan to see the report LMK.
 
Val
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Val Feehan
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Mike_Habich
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Re: Certificate of Compliance
Reply #7 - 02/03/05 at 14:17:52
 
We did same as Karen...modified packing list, saved as CofC.  It works...
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