One of our clients required calibration certificates to be printed at the point of sale in Sage 200. Currently they use our Warranties, Service and repair module but have requested some amendments to be made to meet their full requirements.

In order to meet this request the Development team created a certificate database within Sage 200 which would be held at the Repair Asset level. An additional tab was added to each asset called ‘Certificates’, which allowed for the certificates to be viewed and printed, per item basis. Multiple certificate details can be held against each asset in Sage 200 such as calibration type, alarm settings, traceable national standards and other information.

At the sale of an item in Sage 200 an additional tick box was added against the standard stock item line which, when ticked, stated the ‘Calibration settings required’. As the asset was not created in Sage 200 until goods were despatched it cannot be printed at order entry. If ticked the user on despatch was prompted for the calibration details which in turn were added to the asset.

The Calibration Certificate contains header and footer information as fields, described below:

Header Information:

• Customer
• Stock Code
• Stock Description
• Serial Number
• Certificate Number

Footer Information:

• Engineer name – taken from Repairs user
• Calibration date
• Calibration due date – 6-12 months from due date

Renewal stages of calibrations are stored within the service contracts, to which next calibrations are automatically calculated on a per month basis. A form was created which lists all ‘due to expire’ calibrations. Users were then able to automatically create a repair which emailed the end users with a PDF of the previous calibration certificate. A calibration set on the repair will automatically be stored against the asset so they can be printed at a later date.

For more information about any of our addons or bespoke modules please contact the development team on 01355 581 960.