Adding a COA Template

The QM SS Generate COA Document script generates the COA report data. To use your custom COA template for COA report generation, add the custom COA template by updating the script’s parameters.

Before you begin this procedure, complete Creating a Custom COA Template.

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

To add a COA template:

1. Go to Customization > Scripting > Script Deployments.

2. Next to the QM SS Generate COA Document row, click Edit.

3. Click the Parameters subtab.

4. In the COA Template field, enter the Script ID of your custom COA template in uppercase.

   For example, CUSTTMPL_QM_MY_COA_REPORT.

   Tip:

   To avoid errors, go to Customization > Forms > Advanced PDF/HTML Templates and copy your COA template’s Script ID.

5. Click Save.

Related Topics

• Custom Certificate of Analysis (COA) Template
• 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