Defining a Customer Certificate of Analysis (COA) Attribute

If you want to define a customer-specific Certificate of Analysis (COA) attribute for an item, follow this procedure. For example, you want to exclude a specific COA field from the COA report or modify the COA criteria for an item.

Watch the following help video for information about defining a customer COA attribute:

To define a customer COA attribute:

Go to Lists > Relationships > Customers.
Beside the name of the customer for whom you want to define a COA attribute, click Edit.
Click the Custom subtab.
In the Customer COA Attributes subtab, click New Customer COA Attributes.
To select an Item and open the popup list, click the double arrow.

For example, Yogurt.

NetSuite populates the Item Description field with the selected item’s details.
Select the COA Attribute that you want to modify.

For example, Lactic Acid or pH Level.

NetSuite populates the Standard Criteria field with the selected COA attribute’s criteria.

For example, a pH Level of 4.4.
If you do not want this COA attribute to appear in search lists and forms, check the Inactive box.
Check one of the following boxes:
- Exclude from COA – to exclude a COA field.
  
  If you exclude a COA field, the COA field is not available in the COA report.
- Modify Criteria – to modify the COA criteria.
  
  For example, if you want to change your minimum acceptable pH Level from 4.4 to 4.2.
If you check the Modify Criteria box, enter your New Criteria.

For example, Less than 9.
Click Save.

To define a customer COA attribute:

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