Lot Certifications are used to identify specific lots that meet or exceed certification requirements. Examples of certifications include Kosher and MSC. They are used in Inventory and Sales The purpose of this page is to add, edit, remove, and activate/inactive these records and configure how they work.

Software Version: 2023.11.30 and newer

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Toolbar Icons	Description
Column Filter Show/Hide	Toggles between displaying and hiding a filter row in the grid under the column headers. The filter row will be displayed by default if the Quick Column Filter is also implemented in the page. When enabled, this will allow users to type in text to filter by a specific column.
Delete	Deletes the selected record(s). When clicked, users will be prompted with: "Are you sure you want to delete the selected records?". Click "OK" to confirm, or "Cancel" to return without deleting. _{WARNING: Records cannot be recovered once they are deleted!}
Excel	Exports the contents of the grid to an Excel file that will automatically download. The contents that export are those that are visible to the user. Therefore, if the user has filtered the view, or excluded columns, only the contents in the grid will be exported.
Favorites	Clicking on the star icon when it is an outline, adds the page to the 'My Shortcuts' tab and fills in the star. Clicking on the star icon when it is filled in (solid color), removes the page from the 'My Shortcuts' tab and returns the icon to an outline. Users must log out and back in before the pages will be visible in the 'My Shortcuts' tab.
Group By Show/Hide	Toggles between displaying and hiding a row in the grid above the column headers to enable grouping by one or more column(s). Once displayed, users may drag and drop column headers to group by a specific column. Once the grid is grouped by a column(s), a subtotal footer row will display in the grouping for columns that have a page footer total.
Help	Opens the online WIKI help page for the current page.
New	Inserts blank lines that allow adding multiple new records.
Quick Column Filter	Used to filter across all columns in the grid. When the user types text into the Quick Column Filter text box, the grid's Filter Row will be automatically hidden. The text in the Quick Column Filter text box automatically replaces any existing Filter Row filters. The results of the data immediately refresh as you enter text.
Save	Saves all changes made on the page.
Saved Layouts	Displays the column layout lookup and related icons. This tool allows users to select a previously saved layout, create a new layout, save changes to a layout, forget/delete a layout and/or assign a saved layout as the default for the page. Once changes are made to the layout, such as columns are added or removed, the user can click the Save Layout icon and save the changes to the column layout. The visibility of the Filter Row is also saved with a saved layout. The new layout can also be set as the default. This is useful for creating specific views to separate master files or transaction types (i.e. Invoice specific vs. Credit Memo specific). Default layouts can be removed by clicking the 'Set as Default' button again when the current default layout is selected. Please note that existing saved grid layouts will display the Filter Row as hidden by default.
Fields	Description
Checkbox	Used to select one or more records.
Certification	A text box to add or edit the unique identifier of the Certification record. This defaults to blank but is required for all records. If missing, the record will not be saved. The Certification must be unique, otherwise the message "Duplicate Certifications are not allowed." will be displayed on Save. This field is always editable and must be <= 25 characters. Database Field: ERPx_IMCertification.Certification
Certification #	A text box to add or edit a number associated with the Certification. This defaults to blank, is not required, and duplicate values are allowed. This does not drive functionality but can be included on reports. This field is always editable and must be <= 50 characters. Database Field: ERPx_IMCertification.CertificationNumber
Comment	A text box to add an additional comment for the Certification. This defaults to blank, is not required, and duplicate values are allowed. This field is always editable and must be <= 250 characters. Database Field: ERPx_IMCertification.Comment
Inactive	A Yes/No field used to identify if the Certification is Inactive. If set to 'Yes' then the record is "Inactive" and will not be included in look-ups. Setting this to Inactive only prevents the record from being manually assigned to new transactions or master files, it does not prevent transactions containing this value to be posted. 'No' values display as blank in the grid. This value is always editable. Database Field: ERPx_IMCertification.IsInactive
Type	A single-select standard lookup to identify how the Certification is assigned. This defaults to "Item & Site" and is not editable after the initial Save. The available options include: Item & Site: These certifications will be auto-assigned to every production batch where BOTH the 'Item' and 'Production Batch Site' are open to the Certification. The Certification will be added as an available column on the Item List View, Site List View, and all Lot allocation and inquires. The Certification will be added to the list of Certifications shown on the 'Certifications' tab on both the Item and Site record views. Item Only: These certifications will be auto-assigned to every production batch where the 'Item' is open to the Certification. The Certification will be added as an available column on the Item List View and all Lot allocation and inquires. The Certification will be added to the list of Certifications shown on the 'Certifications' tab on the Item record view. Site Only: These certifications will be auto-assigned to every production batch where the 'Production Batch Site' is open to the Certification. The Certification will be added as an available column on the Site List View, and all Lot allocation and inquires. The Certification will be added to the list of Certifications shown on the 'Certifications' tab on the Site record view. Helpful hints: Certifications are attached to 'Production Batches' so they are only available to Items that are Lot Tracked. 'Active' Certifications can be manually assigned to any Lot, even Lots with Production Batches that have 'Items' and 'Production Batch Sites' that are not open to the Certification. Lots containing Production Batches with assigned Certifications will retain those Certifications when transferred to other Sites, even if those Sites are not open to the Certification. This lookup contains all the values in the IMCertificationType Enumeration Class. Database Field: ERPx_IMCertification.IMCertificationTypeEN

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