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Certificate Setup deep configuration

🌐 NL · Last reviewed: 27 May 2026

Certificate Setup — deep configuration

The Setup page was already covered under Setup — Certificate Setup. This page goes deeper into the matching rules and VLE-hold logic.

Matching rules — the cascade in detail

The 3 steps (Step 1, 2, 3) for purchase and sales drive which field combination DXSteel uses to link a certificate to a request.

Step value

Match criteria

When to choose

HeatNo./PlateNo.

Heat No. + Plate No. must match exactly between certificate and request.

Strict; use when both fields are always filled by vendors.

HeatNo./PlateNo./ItemNo.

Above + Item No.

When the same Heat No. can apply to different items.

HeatNo./PlateNo./ReceiptNo.

Above + Receipt No.

When you want strict one-to-one between receipt and certificate.

(blank)

Skip this step.

Intermediate step skipped.

DXSteel evaluates Step 1 first; if no match, Step 2; then Step 3. If Step 1 is blank, Step 2 (and possibly 3) is used.

VLE Hold — exactly what happens

  1. With Setup field Hold VLE Till Cert Received = On and a populated Code On Hold Certificate:

  2. The subscriber codeunit HoldVLESubsDMX listens on Purch.-Post → OnAfterUpdatePurchaseHeader.

  3. On invoice posting, the subscriber checks per line whether open certificate requests still exist.

  4. If yes, it sets the matching Vendor Ledger Entry On Hold = your configured Code (e.g. "CERT").

  5. The report Check Vendor Ledger Entries for received certificates re-evaluates all open VLEs periodically and clears holds once all certificates are received and linked.

Mandatory Fields — enforcing required fields

Setup fields Mandatory Fields Certificate Header and Mandatory Fields Certificate Lines contain a comma-separated list of field names that must be filled before the certificate can flip to Released. Example value: HeatNo,PlateNo,Quality.

Test the Mandatory Fields string before go-live. Invalid field names are silently ignored — the system gives no warning.

  1. Enable Link on purchase receipt and Link on sales shipment (automatic linking).

  2. Configure Fields Cert. Conn. 1/2/3 for purchase and sales separately.

  3. Set Message Unlinked Cert. to Warning (not Error) — gives feedback without blocking the workflow.

  4. Enable Check Request Certificate Type / Class. Company / Quality for validation warnings.

  5. Enable Hold VLE Till Cert Received + set Code to "CERT" or similar.

  6. Enable Check Ranking Cert. Sales if you allow type substitution.

  7. Set Check presence on pick if the warehouse must verify certificate presence.

Job Queue automation

  • Certificates - Send Automated Job — Job Queue category + Max Attempts = 3 + Rerun Delay 3600 sec.

  • Check Vendor Ledger Entries for received certificates — daily.

[Screenshot: Certificate Setup with all matching fields filled in]