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Working with DXSteel — Certificates

🌐 NL · Last reviewed: 27 May 2026

Certificates in DXSteel

Mill certificates (inspection documents) are a core DXSteel process: on every purchase receipt a certificate request can be created automatically, the received certificate is linked to specific lots, and on outbound shipment it is forwarded to the customer. Profiles: dxsteel Purchase (incoming side), dxsteel Sales (customer side), dxsteel Warehouse and Manufacturing (linking in the warehouse).

The incoming certificate flow

  1. Purchase receipt — on release or receipt DXSteel can automatically generate a Certificate Request per lot.

  2. Send the request — open Purchase Certificates, review open requests, and choose Send. Status becomes Sent.

  3. Receive the certificate — register the received mill certificate via Certificates (manual entry) or via Conversion Import (standardised import from vendor Excel).

  4. Link — link certificate lines to received lots via Certificate Link Management. Linked quantity cannot exceed the requested quantity.

  5. Release — choose Release on the certificate. You'll be asked: "Do you want to release certificate ... now?".

  6. On Hold flag — the On Hold flag on the purchase invoice clears only once the request is linked and the certificate is received.

The outgoing certificate flow

  1. Sales Certificates — open the page, pick the lines to send to the customer.

  2. Send — choose Send. DXSteel assembles a mail file and logs the send in Posted Sales Certificates.

  3. Completeness check — if not all order lines are fully linked, DXSteel prompts: "Order ... is not completely linked. Do you want to continue anyway?".

Key screens

  • Certificates and Certificate Lines List

  • Certificate Requests and Certificate Link Management

  • Certificate Inventory Links — links between certificates and inventory lots

  • Purchase Certificates and Posted Purchase Certificates

  • Sales Certificates and Posted Sales Certificates

  • Send Certificates — batch send

  • Certificate Types, Certificate Specifications, Classification Companies, Factories, Conversions

Irreversible action: a sent certificate request cannot be deleted. Use Revert status to return to Linked status — with care.

The automated batch Certificates - Send Automated Job can send outgoing certificates to customers on a schedule (see Reports).

[Screenshot: Certificate Card with lines and links]