Customer Compliance Documents

On the Customer Compliances Documents page, you can link multiple compliance documents (previously set up on the Compliance Documents page) to a customer. These compliance documents will then default as sales compliance documents in the sales order process for that customer.

For each document, you can specify if this document is only applicable to specific items and/or item attributes. When assigning an existing compliance document to the customer compliance document, the values are automatically inherited.

Set the Customer Compliance Documents

You can view all the customer compliance documents by accessing the page through the Search function. However, if you open the page from the Customer card or from the Customer list,you can also view the customer compliance documents specific to that customer.

The following procedure describes how to set up the customer compliance documents.

1. Select the Search icon , enter Customer Compliance Documents, and then choose the related link.
   The Customer Compliance Documents list page opens.
2. On the action bar, click New.
   The Customer Compliance Documents page opens.
3. In the Customer No. field, select the customer number to which the compliance document should be linked.
4. In the Ship-to-Code field, select the address of the products on the shipped sales document.
5. In the Compliance Document Code field, select the code from the existing list.
   When you select the compliance document code, the description, contact number, and control type are populated from the settings done on the Compliance Documents.
6. In the Compliance Document No. field, enter the document number of the compliance document.
   You can select two item attributes value (of the item attributes set up on the Compliance Documents Setup page), and they specify to which the compliance document applies. Example: Colour (Item Attribute Name 1) and Item Type (Item Attribute Name 2)

7. In the Colour (the field caption is displayed based on the setup configured on the Compliance Documents Setup page) field, select the attribute value.
8. In the Item Type (the field caption is displayed based on the setup configured on the Compliance Documents Setup page) field, select the attribute value.
9. In the Item No. field, select the number of the item to which the compliance documents apply.
10. In the Contact Person No. field, select the number at which you can reach the contact person for questions about the compliance document.
11. In the Requested Date field, select the date on which the compliance document is requested.
12. In the Document Date field, select the date on which the compliance document was issued.
13. In the Expiration Date field, select the date on which the compliance document should expire.

14. In the Control Type field, select the required control type.
    One of the following options can be set per the customer compliance document:

• No control needed
• Order control: checks will be executed when releasing an order
• Receipt control: check will be executed when posting a receipt
• Invoice control: checks will be executed when posting an invoice
• Shipment control: checks will be executed when posting a shipment

The Customer Compliance Documents are now set up.
To view or edit the documents attached to the selected customer compliance document.

15. On the action bar, select Attachments.
    Alternatively, you can click in the Attachments flow field.
16. On the Attachments page, in the Attachment field, select the link to view or edit the documents attached to the selected company compliance document. For more information, see Document Link extension.