General description #

Certificate tracking of products is the process of quality control and regulatory agreements for the products like coffee which helps in ensuring that their products (whether sold or purchased) meet the standards of quality, safety and sustainability. The feature currently used by customers trading with coffee use this report to get an overview of all the orders that are marked with certificates. The report allows you to get the position of certificates with their relations. The report lists all the inbound and outbound orders created with certificates. The report also includes contracts for which certificates are added and no orders are created yet.

Purposes/Objectives #

The following are the main uses that customers have for the report:

• The report allows its users to get the position with respect to certificates of their products received or sold to various relations.
• The report helps the customers to provide a reference document during audits which helps in verifying that the company’s product meets the necessary quality and regulatory standards.
• The report also serves as a tool for the company to monitor its product certificates and ensure ongoing agreements to maintain the standards of quality, safety and sustainability.

Columns #

• Date: The loading date of the order is displayed in this column. On hover, the columns show the short info text “Date”.
• Certificate: The certificate marked in the order line of the order or in the contract screen is displayed in this column. On hover, the column displays the info text “Certificate”.
• Contract number: The contract number related to the order is given in this column. On hover, the column displays the info text “Contract number”.
• Quantity: The quantity of the products from the contract, inbound order, or outbound order is displayed in this column. For outbound orders, the quantity is displayed with the “-” sign. On hover, the column displays the info text “Quantity per contract line”.
• Relation: The name of the buyer or supplier for the order is displayed in this contract. On hover, displays the info text “Buyer/Seller of the product”.
• Ico number: The ICO number added for the product or relation in the orderline is displayed in this column. On hover, displays the info text “ICO number”.
• Product code: The shortcode of the product is given in this column. On hover, displays the info text “Shortcode of the product”.
• Order: The order number is given in this column. If no order is created for a contract yet, the column is left blank. On hover, the column displays the short text “Order number”.
• Warehouse reference: The warehouse reference added in the order line is displayed in this column.
• Sales invoice number: The sales invoice number of the order is displayed in this column. On hover, the column displays the short text “Sales invoice number”.
• Invoiced Quantity: The quantity of products invoiced (Sales invoice) is displayed in this column. On hover, the column displays the info text “Quantity invoiced to client”.
• Warehouse reference: The reference details related to the destination stock or warehouse is displayed in this column. On hover, the column displays the short info text “Reference number of the lot as known by the warehouse”.
• Order line type: The type of order whether inbound or outbound is given in this column. For inbound orders “i” is shown and for outbound orders “u” is displayed. If no order has been created for a contract yet, the column is left blank. On hover, the column displays the short info text “Order line type”.
• Finalized: The column gives the information on whether the orderline is finalized or not. On hover, the column displays the short info text “Finalized”.