Certificate of Analysis

You can generate the Certificate of Analysis (COA) report, which includes detailed information about a product’s quality, composition, and compliance. This report is essential for verifying the adherence of regulated items to their quality specifications. The COA report exclusively includes lot numbers associated with items that already exist within the quality control setup and also allows you to print the Certificate of Analysis report for the consumed lots.

Additionally, you can view the following information on the Certificate of Analysis/QC Result report.

• Email ID of the company: Inherited from the Email field value on the Company Information page.
• Shelf Life: Inherited from the Expiration Calculation field value on the Item Card page.
• Shipment Date: Inherited from the Sales Order Line or Warehouse Shipment Line page. If this field is empty, the Shipment Date will not be visible in the report.
• Best Before Date: Inherited from the Expiration Date field value on the Item Tracking Entries page.

• If the Aptean Expiration Management extension is installed, the data will be fetched from Business Central.
• This information is available for sales orders, warehouse shipments, posted warehouse shipments, and posted sales invoices.
• When viewing a report using the Search icon, if a lot has multiple shipment dates, the Shipment Date field will be omitted from the report.

The Aptean Quality Control extension must be installed to generate the certificate of analysis reports.

You can print the COA report regardless of whether the quality check is automatically generated from a quality alert or manually created from a quality alert for the document.

To generate the Certificate of Analysis report

1. Select the Search icon , enter Certificate of Analysis, and choose the related link.
   The Certificate of Analysis page opens.

2. In the Item Number field, select the item number.

3. In the Lot Number field, select the lot number from the list that is associated with the selected item number.

4. Fill in the required fields.

5. Click Print.

   The reports are printed if the quality check is automatically generated based on the quality triggers and the following conditions are met:

   • The Purchase Order trigger action is set to Post.
   • The Purchase Receipt trigger actions are set to Create and Post.
   • The Released Production Order trigger action is set to Post. Alternatively, if you generate the quality check manually, the report can still be printed. However, if you want the quality check to be generated automatically, the specified triggers mentioned above must be defined.

Generating the Certificate of Analysis from the document line

Use the Certificate of Analysis function on the Line action of the document line to generate the COA report. The COA report can be generated from the following document lines: sales order, warehouse shipment, posted warehouse shipment, and posted sales invoice.

The following procedure explains how to print the COA report from the sales order. The steps are similar for the warehouse shipment, posted warehouse shipment, and posted sales invoice.

1. Select the Search icon , enter Sales Order, and choose the related link.
   The Sales Order list page opens.
2. Select the specific sales order for which you want to generate the COA report.
3. On the Line FastTab, on the action bar, select the Line > Certificate of Analysis > Print.
   The Certificate of Analysis page opens.
4. In the Lot Number field, select the lot number from the list that is associated with the selected item number.
5. Click Print.

The Certificate of Analysis report is generated now.