In ProdSys, the Article Certificate functionality allows users to connect documents, such as material certificates, to specific articles on an order. This feature is essential for ensuring that relevant documents, like certifications or specifications, are properly linked to the ordered items, streamlining document management and improving traceability. Follow the steps below to learn how to use this feature efficiently.
Step 1: Access the Article Certificate Screen
Log in to your ProdSys account using your credentials.
Navigate to the Article section and select Article Certificates from the menu. Alternatively, you can directly access the page through the URL:
https://app.prodsys.com/#/documents-connections/article-certificates
Step 2: Select the Order and Order Line
Once in the Article Certificate screen, you will see the fields to connect the document to an article:
Order: Begin by selecting the relevant order from the dropdown menu. This will filter the order lines related to that order.
Order Line: Select the specific order line that corresponds to the article for which you want to attach a document. This ensures the correct item is targeted.
Step 3: Choose the Article
In the Order Article field, select the article to which the document will be attached. This is typically the item in the order that needs to be linked with a certificate or related document.
Step 4: Input Serial Numbers
Enter the Serial Number From and Serial Number To values if your article has serial numbers. This is often necessary for traceability in industries such as manufacturing or electronics.
Step 5: Select the Document
Alternative 1 : In the Document field, click on the dropdown to select the relevant document from the list of available documents. This document could be a material certificate, technical specification, or any other important documentation.
Alternative 2: Scan the label containing the ID of the Document
If the required document is not listed, ensure it has been uploaded to the system under the Document Management section.
Step 6: Add the Document to the Article
Once all the necessary information is entered, click the Add button. This will link the selected document to the specified article on the order.
Step 7: Verify Document Attachment
After the document has been attached, you can see the article and its related document in the list on the right side of the screen:
The Article column shows the name of the item.
The Qty column indicates the quantity of the article.
The Pos nr column indicates the position number of the item in the order.
The Document column shows the attached document, and the Document Files column will show a clickable link to the actual file (e.g., PDF files).
Step 8: Review and Manage Attached Documents
Review all attached documents in the list to ensure accuracy.
You can always revisit this screen to add more documents or modify existing attachments if necessary.
Key Benefits of Using Article Certificates
Traceability: You can easily link relevant documents like material certificates, ensuring complete traceability for the items in your orders.
Compliance: Ensures that every item shipped or produced has the necessary certifications attached for auditing purposes.
Efficiency: This functionality simplifies the process of managing documents and ensures they are properly connected to the right items in your system.
Conclusion
Using the Article Certificate functionality in ProdSys allows you to seamlessly attach documents to specific articles within an order. This is especially useful for industries that require strict documentation, such as manufacturing or engineering. By following the steps outlined above, you can ensure that all your order articles are accompanied by the necessary certificates and documents.