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Certification Group

A certification group is a kind of certificate, such as ISO 9001 or a halal certificate.

Where
Organizational Structure › Certification; Accounts Payable › Vendor Certification; Accounts Receivable › Customer Certification (OSCG)
Who uses it
The implementation consultant or the system administrator
When
Once, while the company is being set up, and whenever a new one is needed
Needs first
Nothing

What it is for​

Groups are picked on each line of Certification.

Every field in plain words​

General​

FieldWhat it meansWhat to put
Certification GroupThe code that identifies the certification group. You type it on New, before Create.Required. A short code; it cannot be changed once the record exists.
NameThe name of the certification group, shown next to the code wherever it is picked.Required.
Certification CategoryThe category of certificate.Required. Pick from the fixed list.
UniqueMeant to keep certificate numbers unique.Nothing checks it today.
Primary For CountryThe main certificate of its country.Nothing reads it today.

How to configure it​

Which fields are required, greyed, hidden or pre-filled for a company is set on Organizational Structure Setting, in its Default Parameters grid, and one user can differ through User Parameter Value.

What it is connected to​

If something looks wrong​

  • Save refuses because the code already exists. Codes are unique. Open the existing record from the list instead, or pick another code.