Define Keys for Certificate Processing

In this step, you define certificate types for quality certificates and the controlling functions linked to the certificate type for QM in
procurement.

The certificate type is stored in the material master at plant level.

Note

You only need this workstep, if there are control keys for QM in procurement, in which the indicator certificate required is set. For
requests for quotations and purchase orders, the system informs the vendor that a certificate is required and processes the expected
certificates according to the settings that have been defined for the certificate type.

Activities

1. Use the F1 field help to find out which controlling functions are linked to the certificate type and decide which of these functions
you require.
2. Define appropriate certificate types for the material groups that require certificates.
3. Define the controlling functions linked to the certificate type.
4. If you want to use the enhanced certificate processing, (which includes management of the certificate receipt), you must
maintain a number range for the receipt of the certificate.
5. You can also receive certificates by data transfer. For the required implementation step, see the section Quality Certificates /
Output Processing / IDoc Processing.

Certificate Required

Use
If this indicator is set, a certificate must be submitted with the delivered goods.

With requests for quotations and purchase orders, the vendor is informed of the certificate requirement and certificate type.

At goods receipt, the system checks whether the receipt of a certificate has been already confirmed in the purchase order.
If this is not the case, the system responds as specified in the controls for the certificate type.
For example, the system can set a corresponding status in the goods receipt inspection lot. The receipt of the certificate must be confirmed
at the latest when the usage decision is made.
If enhanced certificate processing is active, the system creates a certificate document at goods receipt. You can use this document to
manage the certificate receipt independently.

Dependencies
You enter the certificate type in the material master.

When you define the certificate type and the related activities for certificate processing, you specify:

Whether the certificate must be submitted once for each purchase order item or goods receipt

How the system responds if a required certificate is not submitted

Whether the receipt of the certificate is to be managed independently of the goods receipt.

Certificate Type
Defines the content of a quality certificate
The definition of certificate types applies to the following activities:

Certificate processing in procurement

Certificate creation

Use
In procurement, you can use the certificate type to control a number of functions that have been defined in Customizing. The
certificate type is specified in the QM data of the material for this purpose.

For certificate creation, you can use the certificate type to control the statuses in the certificate profile. The certificate type is
specified in the certificate profile. The status profile is assigned to the certificate type in Customizing.

Dependencies
The entry of a certificate type in the QM inspection data of the material only takes effect if you set the indicator for QM in procurement.

Certificate Required for Each Purchase Order Item

Use
If you set this indicator, a certificate has to be received for every purchase order item.

Certificate Required for Each Delivery

Dependencies
If you set this indicator, the receipt of a certificate must be confirmed for each goods receipt. A precondition for this is that the Certificate
required for a purchase order item is set.

Explicit Inspection of GR Certificate Necessary

If you set this indicator, at goods receipt the system will generally perform as described in the field "Control without certificate".

This means that even if you confirm the certificate receipt at goods receipt, and thereby set the status "2 - Certificate received", the system
will still perform as specified in the field "control without certificate". See Control without certificate.

You must explicitly check the content of the certificate recieved at goods receipt and set the status "5 - Certificate filed and inspected ",
before, for example, the inspection lot status will be set to CROK.

You can confirm that you have checked the content of the certificate in the certificate transaction or when making the usage decision.

Note

If you have set the indicator and chosen an unsuitable setting in the field "Control without certificate", the goods receipt can be generally
blocked.

This security function is generally used at electronic certificate receipt to check the accuracy of the certificate contents.

Enhanced Certificate Processing Active

Use
If you set this indicator, extended certificate processing is active for this certificate type. You can then manage the inbox for quality
certificates independent of the goods receipt.

Dependencies
The electronic inbox of certificates for the purchase order is only possible if this indicator is set.

Prevent Certificate Confirmation at GR

Defines that there is no opportunity to confirm the certificate receipt at goods receipt.

Dependencies
If you set this indicator together with the Enhanced certificate processing indicator, the certificate receipt cannot be confirmed for this
certificate type at goods receipt. You must therefore confirm receipt of the certificate independently of the goods receipt posting.

Reminder Deadline (Days)

Number of days after the goods receipt, after which a reminder can be generated, if the quality certificate has not been received.

Escalation Deadline (days) After Sending Reminder

The number of days since goods receipt after which certificate receipt escalates.

The period should be greater than the reminder period.