🌐 NL · Last reviewed: 27 May 2026
Sales certificates and outbound sending
The outgoing certificate flow: on every sales shipment, DXSteel generates requests, you link certificates, and send them (manually or via the automated job) to the customer. Customer-returned certificate data can be imported via XmlPort with automatic conversion.
The sales flow
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Optionally: before shipping you enter expected certificates on the sales order via the Sales Certificates FastTab.
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Post the sales shipment. DXSteel automatically creates a Certificate Request per shipped lot.
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With Link on sales shipment = On, DXSteel immediately attempts automatic linking.
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Open Send Certificates to send manually, or let the batch Certificates - Send Automated Job handle it on a schedule.
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Confirmation: when linking is incomplete you'll see "Order %1 is not completely linked. Do you want to continue anyway?".
Send options
|
Option |
Effect |
|---|---|
|
Add Certificates |
Include certificates (else document only). |
|
Only sent specified pages |
Send only pages marked on the certificate. |
|
Add certificates already sent |
Re-send previously sent certificates. |
|
Message when not complete |
Show a confirm prompt for partial linking. |
Ranking fallback
With Check Ranking Cert. Sales = On: when the exact certificate type isn't available, DXSteel looks for a higher-ranked certificate. A 3.2 certificate can fulfil a 3.1 request, but not the other way around.
Conversion Import (XmlPort)
Customers returning certificate feedback (test results, supplements) can be imported via the XmlPort ImportCertificatesDMX. The Conversion table (see master-data page) translates external codes to internal. Result: number of imported records reported via "Number of imported records: %1".
Key screens
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Sales Certificates — FastTab on sales order.
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Posted Sales Certificates — posted / final.
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Sales Certificates Archive — history.
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Send Certificates — interactive send page.
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Conversion Import — XmlPort for inbound customer data.
Best practices
Schedule the automated job (Certificates - Send Automated Job) as a nightly run. Certificates go to customers without manual action.
Message when not complete = Warning (not Error) in setup keeps the flow smooth but gives users explicit feedback on partial shipments.
Errors
|
Message |
Cause |
|---|---|
|
"Order %1 is not completely linked. Do you want to continue anyway?" |
Not all order lines have fully linked certificates. |
|
"No File Delivery Provider is active" |
The mechanism for electronic file transfer is not configured. Contact your admin. |
[Screenshot: Send Certificates page with options and selected orders]