Verification of Certifications – Customers

Objective

The Verification of Certifications option allows the user to determine which certifications have expired for a given period of time, concerning either the suppliers or the customers. This options is also used to send reminder emails to suppliers whose certification is expired.

It is also possible to print these certifications as a list.

For additional information on the verification of certifications for suppliers, refer to the Verification of Certifications – Suppliers Help Procedure.

 

Prerequisites

  • Contact Management
  • Customer Management
  • Define Suppliers Certifications

 

Icons

Only the icons specific to this window are defined in the table below.

 

Icon

Title

Used to

Accept

Access the second Verification of Certification window once the Parameters section is filled in.

 

Steps

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maestro*† Invoicing † Maintenance † Customers Maintenance † Verification of Certifications

  1. In the Verification of Certifications window, fill in the Parameters section:

Field

Action

Customer

If the checkbox is checked, displays in the grid all customers whose certifications will be verified.

NOTE: Checked by default.

Range of Expiration Dates

In the dropdown menu on the left, select the lower bound’s date for the period in which the certifications will have expired.

In the dropdown menu on the right, select the higher bound’s date for the period in which the certifications will have expired.

NOTE: This field is optional.

Certificates without Expiration Date

If the checkbox is checked, certifications without an expiration date will be included in the grid of expired certifications.

 

It is possible to select filters to help the search in the customer list. To do so:

  1. Right-click in any cell. A pop-up menu appears.
  2. Click the Configuration option. The Options window opens.
  3. Select or deselect checkboxes in the Dynamic column. Click Ok.
  1. Once the fields are filled in, click the Accept icon.

The window closes so another Verification of Certifications window opens. A list of expired or expiring certifications is displayed in the Certifications section.

The Certifications title is followed by the two dates selected in the Range of Expiration Dates field in the 1st step.

  • The grid contains various columns:

Column

Action

Selection

If checked, the certification’s row will be selected.

Supplier

Displays the customer’s code.

NOTE: Code field in the Customer Management option.

Name

Displays the customer’s name.

NOTE: Name field in the Customer Management option.

Code

Displays the certification’s code.

NOTE: Code field in the Define Supplier Certifications option.

Description

Displays the certification’s description.

NOTE: Description field in the Define Suppliers Certifications option.

Contact

Displays the company-contact’s number.

NOTE: Number field in the Contact Management option.

Contact Name

Displays the supplier’s name.

Project No.

Displays the project for which the certification is used.

Reference No.

Displays the certification’s number, as a reference.

Date of issue

Date on which the certification was obtained.

Expiration Date

Date on which the certification will expire.

Validation No.

Displays the number proving the authenticity of the certification.

NOTE: Information available on the government website to verify the validity of the attestation.

Validation Date

Displays the date on which the certification verified on the government website.

Note

Indicates if there is a note. Double-click in the cell to open the Memo (Inquiry) window.

Documents

Double-click in the cell to open the Document Management window.

NOTE: Allows the user to consult the certification or the document authenticating the certifications, among other things.

Inactive

If checked, indicates the certification is inactive.

NOTE: The verification of the attestation’s validity will not be done. No error message will mention that the certification is expired.

Last reminder

Date and hour on which the last reminder email has been sent.

NOTE: This column is used only in the Verification of Certifications option for suppliers.

 

To modify the column order:

  1. Right-click in any cell. A pop-up menu appears.
  2. Click the Configuration option. The Options window opens.
  3. Select or deselect checkboxes in the View column. Click Ok.
  1. Click the Select All icon to select every supplier or select the checkboxes of the desired customers in the Selection column.
  2. Click the List of Certificates (Ctrl+P) icon to open the Maestro Report Viewer - [List of Certificates] window and then print the list.
  3. Click the Save (F12) icon.
  4. Click the Quit icon.

 

See also

  • Customer Inquiry
  • How to Processing information related to Bill 28 in maestro*