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Creating a new Transaction Certificate (TC)

Nicola Dach
Updated

Before You Start

To generate a Transaction Certificate (SC), a commercial transaction must occur connecting a seller to a buyer. Make sure this buying relation for the TC at hand already exists. If not, create one first - see How to Set Up a Buying Relation.


How to Create a New Transaction Certificate (TC)

  1. Go to Organisations > Supply chain operators.
  2. Choose the relevant SCO and hover over its name.
  3. Click on Show details to open the SCO account information page.
  4. Select the Transaction Certificate tab on the top menu.
  5. On the Transaction Certificate page click on Add list item (+) to begin the process.
  6. A new page for creating Transaction Certificates will then open:
  7. Save changes and move to the Products tab.

How to Create TC Products

  1. On the Products page, click on Add list item (+) to begin the process.
    • In the Basic data, Quantitative data and Logistic data tabs, fill out all relevant product information and save changes.
  2. After this, a new tab will appear for Material composition, with pre-populated data from previous steps:
    • If the related SC only provided ranges, you may update or adjust the composition percentages.
    • If percentages are the same between the related SC and the TC product at hand, no action is needed.
  3. Repeat these steps for every individual product related to the TC.

How to Add TC Input Quantities

  1. On the Products page, select the Quantitative data tab.
  2. Scroll down to Input quantities and click on Add list item (+) to begin the process.
  3. Fill out and/or select all relevant information and save changes.
  4. Repeat these steps for every individual product related to the TC.

How to Add TC Input Shipments

  1. On the Transaction Certificate page, select the Shipments tab.
  2. On the Shipments page, click on Add list item (+) to begin the process.
  3. Fill out the relevant fields and save changes.

As a last step, go back to the Basic data tab and set the TC Status to Awaiting approval. The Approving person at your organisation will set it to Valid upon approval.

A PDF version of this TC will now be available for download under the TC Document tab.


Note
Remember to always save changes by clicking on the floppy disk ( floppy-disk.png ) on the right-hand-side menu.

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