Issuing certificate of conformity

This section enables you to provide a confirmation of working of the parts serviced just like a warranty. This section enables you to provide an assurance that the serviced part will meet certain given specifications.

Click any one of the following radio buttons in the “Select Action” group box:

Create Certificate

Select this radio button to create a certificate for the part for which certificate is to be issued.

Note that this radio button is defaulted if:

Certificate has not yet been created.
Certificate is in “Fresh” status for the given Work Order #.

Reprint Certificate

Select this radio button to reprint the certificate for the part.

Note that by default this radio button remains selected if:

Certificate has already been created.
Part tag is in “Approved” status for the given Work Order #.

Replace Certificate

Select this radio button to replace an already created certificate.

Enter the following field in the “Select Action” group box:

Reference Type

Use the drop-down list box to specify the reference against which you wish to retrieve details. Mandatory. The system lists the following options:

Certificate #
Component #
Work Order #

The system displays Work Order # by default.

Reference #

The code identifying the reference document for the shop work order. Mandatory.

Ensure the following if “Work Order #” is selected as the “Reference Type”.

The number entered in this field is a valid work order number.
The status of the work order is either “Completed” or “Closed”.

Ensure the following if “Component #” is selected as the “Reference Type”.

The number entered in this field is a valid component number.
A work order already exists for the given component number.

Ensure the following if “Certificate #” is selected as the “Reference Type”.

The number entered in this field is a valid certificate number.

Ensure the following if “Certificate #” is selected as the “Others”.

The number entered in this field is a valid certificate number.

Click the “Get Details” pushbutton to retrieve the search results.

The system displays the following fields in the “Issue Details” group box:

Certificate #

The code identifying the certificate against the shop work order.

Printed?

Indicates whether the certificate has been printed. The system displays “Yes” or “No”.

By default the system displays “Yes” if the certificate has already been prepared and printed, else displays “No”.

Certificate Status

The status of the certificate which could be “Fresh”, “Approved” or “Cancelled”.

Ensure that the status of the certificate number specified is “Fresh”.

Note that the system leaves this field blank if no certificate has been issued against the shop work order.

Enter the following field in the “Issue Details” group box:

Numbering Type

Use the drop-down list box to select the numbering type of the part for which certificate is to be issued. The system lists all the ‘active’ numbering types defined for the transaction type “Certificate of Maintenance” in the “Create Numbering Class” activity of the “Document Numbering Class” business component.

The system displays the following fields in the “Part Removal Details” group box:

# of Copies	Indicates the number of copies of certificates printed against the shop work order.
Replaced Cert	The number identifying the certificate that was last approved.

The system displays the following fields in the “Main Core Details” group box:

Part #	The code identifying the part pertaining to the shop work order.
Serial #	The serial number of the component against which the shop work order is raised
Mfr. #	The code identifying the manufacturer of the main core part.
Mfr. Part #	The number issued by the manufacturer of the main core part.
Serial #	The serial number of the main core part.
Lot #	The lot number of the make part/piece part for which the shop work order is created.
Qty.	The quantity of the requested part that is required.
Mfg. Serial #	The manufacturing serial number issued by the manufacturer.
Mfg. Lot #	The manufacturing lot number issued by the manufacturer
Qty	The quantity of the part with respect to the Mfg. Serial # - Mfg. Lot #.
Component #	The code identifying the main core component.
Multiple Cores?	Indicates whether multiple parts are associated to the same work order.
Part Description	The textual description of the part.

The system displays the following in the “Reference Details” group box:

Work Order #	The number identifying the shop work order / component work order.
Order Description	The textual description of the work order.
Event #	The event number identified for grouping the shop work order.
Customer #	The customer of the main core part. Click the data hyperlink to view the customer record.
Source Customer Order #	The code identifying the source customer order.
Customer PO #	The customer purchase order associated with order.

Enter the following field in the “Reference Details” group box:

Ref Doc # / Rev #	The shop work order associated with the component for which you want to issue certificate of maintenance / The revision number of the work order.
	In the editable box alongside, enter the revision number of the reference document corresponding to the reference document entered
Rev Date	The date on which the revision was made.
Type of Work	Use the drop-down list box to specify the type work performed. Mandatory. The system lists the options as follows: All the execution level tasks. All non-standard tasks performed against the given work order.
Issued To	Use the drop-down list box to specify the reference document based on which the document is issued. You can select from the following options: Customer PO# Event ID # Parent WO
Issue Doc #	The number identifying the document issued.
Final Disposition	The type of the work performed on the part during the final stage which could be repair, replace, exchange, etc.

Select the check boxes in the “Reference Details” group box to indicate the work status of ‘Make’ shop work orders.

Note: You must select the following check boxes for shop work orders with the job type ‘Make’ only.

New	Indicates the part is approved for use.
Prototype	Indicates the part is awaiting approval for use.
Modified	Indicates the part has been modified to create a variant of the part.
Fabricated	Indicates the part has been fabricated.

Enter the following fields in the “Certificate Details” group box:

Certifying Remarks

Any comments pertaining to the certificate of conformity. Mandatory

Print Option

Use the drop-down list box and select one of the following options for generating the certificate:

All Items on one Certificate – Select this option to generate a single certificate containing all the Part Serials / Part Lots available in the Work Order.
One Certificate per Item – Select this option generate multiple certificates depending on quantity of the work order. For example, if the Quantity of the Work Order is 5, then 5 Reports are generated with different Part - Serial or Part - Lot combination associated to that Work Order. The Part # and Serial # / Lot # are displayed in the respective columns of the respective reports.

By default, the system displays “All Items on one Certificate”.

The ‘Print Option’ drop-down list box is displayed only if Multiple Cores is set as 'Yes' for the work order.

Note that if the Child Work Orders are available for the associated cores, the related Part - Serial / Part Lot details will not be displayed in the Report.

Select the following radio buttons:

Print MRO C of C	Select this radio button if you wish to generate "Certificate of Conformance (MRO)" for a component that is repaired.
Print Part 21 C of C	Select this radio button if you wish to generate "Certificate of Conformance (Part 21)", when a new part manufactured.

Enter the following field in the “Document Attachment Details” multiline:

File Name

The name of the file related to the issue of certificate.

Help facility available

Select the hyperlinked “Upload Documents” link to upload the documents.
Select the hyperlinked “View Associated Doc. Attachments” to view the associated document attachments.
Enter the following field in the “Authorization Details” group box:

Employee Code

The code identifying the employee against the login user. Mandatory. ‘On Enter’ facility available. The employee code entered must be valid. If the certificate is already created, the employee entered must have access to the Primary Work Center # selected.

Help facility available

The system displays the following field in the “Authorization Details” group box:

Employee Name

The name of the employee against the employee code.

Enter the following field in the “Authorization Details” group box:

Primary Work Center #	Use the drop-down list box to specify the primary work center in which the task is executed. The system lists all the active primary work centers associated with the login organizational unit, as defined in the “Logistics Common Masters” for which the login user has access rights. The system defaults the Primary Work Center # associated with the work order if certificate is not created.
License #	The unique license number of the employee who performs the inspection. Note that the system defaults the license number against the login user as defined in the “Employee Personal Information” business component if certificate is not created against the work order.
Authorization #	A number identifying the authorization of the employee.
Authorization Ref #	A number identifying the reference authorization.

Skill Code

Use the drop-down list box to specify the Skill Code against the Resource Type “Skills”. The system lists all the ‘Active’ skill codes whose ‘Effective From Date’ is earlier than or equal to server date and ‘Effective To Date’ is later than or equal to server date. These skill codes are defined in the “Employee Personal Information” business component.

Enter the following field in the “Authorization Details” group box:

Issued Date

The date of issue of the certificate.

Note that the system defaults the current system date if part tag is not created against the work order.

Click the “Save” pushbutton to save the certificate details.

On clicking the “Preview” pushbutton, the system:

Generates the certificate of conformity with a watermark ‘Draft’ printed on the certificate, if the certificate is in “Fresh” status.
Allows you to preview the certificate only if the Certificate # is available in “Fresh” status in the “Issue Details” group box.
Click the “Approved & Print” pushbutton to approve and take printout of the certificate.

Note: If the process parameter “Validate Employee Certificate/License availability during Sign-off/ Reject/ Void of Non-Routines?” under the entity type Shop Work Order Type and the entity User- Defined in the Define Process Parameters activity is 1, the system allows the employee to save, approve and print certificate for tasks only if the following attributes of the task/ Non-standard task and the License attributes of Employee # in HRMS business component (Record License Information screen) are identical:

a) Base Part # of Part # in Associated Cores of Work Order

b) Part Group of Part # in Associated cores of Work Order

c) Station of Task/ NST Work Center

d) Resource Group of Task/ NST

The system ensures the following on clicking the “Save” and “Approved & Print” pushbuttons:

For the Employee # specified, a valid License # - Skill # mapping must be available in the “Record Employee License Information” page of the “Employee Personal Information” business component.
If a valid License # - Skill # mapping is available, ensure that the following are true:

License # must be available in ‘Active’ status.
‘Valid From Date’ is earlier than or equal to the server date.
‘Valid Till Date’ is later than or equal to the server date.
‘Revoke/Suspension date’ is left blank or later than or equal to server date.

The Employee # entered must have access to the Primary Work Center # selected.

On clicking the “Approved & Print” pushbutton, the system performs the following:

Displays the "User Authentication Web Dialog" screen. Refer to the “Electronic Signature Feature” for more details.
Updates the modified certificate details.
Updates the status of the Certificate # to “Approved”.

Click the “Reprint” pushbutton to reprint the certificate.
Click the “Cancel” pushbutton to cancel the certificate.

The system performs the following:

Updates the status of the Certificate # to “Cancelled”.

Note: The “Save”, “Preview”, “Approved & Print” and “Cancel” pushbuttons are visible and the “Reprint” pushbutton is hidden, if the “Create Certificate” and the “Replace Certificate” radio buttons are selected.

The “Reprint” pushbutton is visible and the other pushbutton buttons are hidden, if the “Reprint Certificate” radio button is selected.

The system displays the following:

Note that the system leaves the following fields blank if part tag is not created against the work order.

Created by	The login user id of the person who created the part tag / certificates.
Create Date	The date on which the part tag / certificates were created.
Modified by	The login user id of the person who modified the part tag / certificate details.
Modified Date	The date on which the part tag / certificate details was last modified.
Approved By	The name and code of the employee who approved the part tag.
Approved Date	The date on which the employee approved the part tag.

Note: The system leaves the “Modified By”, “Modified Date”, “Approved By” and “Approved Date” blank on creation of the part tag for the first time.

To proceed carry out the following:

Select the “Part Id Tag” tab to tag the condition of the part.
Select the “Certificate of Maintenance” tab to issue Certificate of Maintenance.
Select the “Certificate of Calibration” tab to issue Certificate of Calibration.

Prerequisites

4Parts must be identified against the Work Order #

4The certificate must be in “fresh” status for the associated work order.

4 The employee who approves the certificate must have the required qualifications and a valid skill code as on the date.