Purchase certificates and On Hold flag

🌐 NL · Last reviewed: 27 May 2026

Purchase certificates and On Hold flag

The incoming certificate flow: from purchase receipt, through automatic request creation, linking, archiving, and — when configured — automatically blocking vendor ledger entries until certificates arrive.

The purchase flow

1. Optionally: before receipt you enter expected certificates on the purchase order via the Purchase Certificates FastTab (visible when Show Certificate Tab Purchase = On).

2. Post the purchase receipt. DXSteel automatically creates a Certificate Request per received lot.

3. The physical certificate arrives. Enter via Certificates (see Certificate card and lines) or import via Conversion Import.

4. Open Certificate Link Management, filter by Document Type = "Purchase Receipt", link the certificates. With Link on purchase receipt = On, DXSteel does this automatically on receipt posting.

5. When fully linked, any On Hold lock on the vendor ledger entry clears.

6. Archive: at retention end you move certificates to the Purchase Certificates Archive.

The On Hold flag

When Hold VLE Till Cert Received = On in Certificate Setup:

1. On posting a purchase invoice, DXSteel checks whether open certificate requests still exist on the related lines.

2. If so, the vendor ledger entry (VLE) gets On Hold = [Code On Hold Certificate].

3. The vendor cannot be paid while that code is set.

4. The Check Vendor Ledger Entries for received certificates report runs periodically and clears the hold once all certificates are received and linked.

Key screens

Best practices

Common errors

[Screenshot: Purchase order with the Purchase Certificates FastTab active]