Lot compliance documents

Compliance Documents  •  Article  •  7/30/2025  •  3 min

You can use the Lot Compliance Documents page to link compliance documents directly to specific lots.

  1. Select the Search icon , enter Lot Compliance Documents, and then choose the related link.
    The Lot Compliance Documents page opens

  2. Enter the required information in the following fields:

    Field Description
    Item No. Select the item number to which the compliance document is linked.
    Variant Code Specify the item variant.
    Lot No. Select the lot number to which the compliance document is linked.
    Item Description Specifies the description for the item.
    Item Variant Description Specifies the description of the item variant.
    Lot No. Description Specifies lot number description.
    Compliance Document Code Select the compliance document code assigned to this document (e.g., CoA, SDS, MMR).
    Description Enter a description for the compliance document.
    Compliance Document No. Enter the document number of the compliance document. If the Compliance Document No. Required checkbox is selected on the Compliance Documents page for the related compliance document code, you must enter a document number.
    Expiration Date Specify the expiration date of the document. If the document is expired, the date appears in red.
    Attachments Select the Attachments flow field to view or upload document files. For more information, see Document Link extension.

Attach CoA from a lot number information record

Before executing the Attach CoA action, ensure the Certificate of Analysis field value is configured on the Compliance Documents Setup page. On the action bar select Attach CoA (>Compliance Documents) action on the Lot No. Information Card page. When you execute this action, the system opens the Lot Compliance Documents page and automatically sets the Compliance Document Code field value to Certificate of Analysis on the Compliance Documents Setup page.

If you attempt to change the assigned compliance document code, the system displays an error messages.