Generate COAs

Looking to find out if anyone else generates Certificates of Analysis from Epicor and if so how you go about collecting the metrics and printing them. Looking for ideas, I have a few of my own, but not sure how I feel about them yet.

Apologies in advance as writing this on my phone :slight_smile: .

Done something similar at operation level but for generating CofC’s as we have NDT testing and internal Heat treatment etc etc…

  • OpMaster - carries my checkboxes for parameters I want to capture.

*Labor Dtl - then has the various custom fields for the parameters I want the users to record IAW the OpMaster.

When the user transacts the internal operation the end labor activity screen hides / enables Group box’s (Based on FKV of the OpMaster).

The groupboxs contain the labordtl custom fields for parameters being recorded.

After that I just hijack the material tags report and then BPM to auto generate the report after the labor trans has been completed applying the labordtlseq number as the CofC number.

I hope this helps :slight_smile:

Hey @jgiese.wci

I built a COA mechanism within our E10 environment. For us as a dairy manufacturer it all relates to pH, butterfat, and then various test results for microbiology.

Basics are these, happy to explain more or do a zoom session too.

  • UD39 utilised to store sample data - SampleID_c is the key field, which is a mirror of Key1
  • Each PartLot record where applicable has the field LinkedSampleID_c field populated, to tie it back to UD39
  • Export mechanism to CSV for the UD39 table, where records can be ticked as SendToLab_c and then I also write a LabBatchID_c against any samples that were sent so we know what we sent out each day
  • Import dashboard to read the CSV data back from the lab, and update the UD39 records as approriate
  • Report to pull the required data, which for us is by CustID, by NeedByDate. From that I query the shipments, pull the LotNums that were sent, and then use the lookup to pull the micro data for the COAs.
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