Custom Certificate of Analysis (COA) Template

By default, the system uses a standard Certificate of Analysis (COA) template for COA report generation. Optionally, you can create your own customized template to generate a COA in a format that best suits your organization’s needs.

To use a custom COA template for COA report generation, you must first create and define a custom saved search for COA. Then, you must create a custom COA template and add the template to the QM SS Generate COA Document script.

Perform the procedures in the following sections:

1. Creating a Custom Saved Search for COA

2. Defining a COA Active Saved Search

3. Creating a Custom COA Template

4. Adding a COA Template

Watch the following help video for information about customizing a COA template:

Related Topics

Defining a Certificate of Analysis (COA) Field

Defining a Customer Certificate of Analysis (COA) Attribute

Defining a Certificate of Analysis (COA) Report Path

Defining an Item Fulfillment Status Parameter

Viewing a Generated Certificate of Analysis (COA) Report

Certificate of Analysis (COA)

Quality Management Overview

General Notices