Identifying Customers Who Can Buy Regulated Products

Create a record of a customer's employees who are certified to buy regulated products, such as dangerous chemical compounds or compressed gases that require special handling.

You must have the CUST.CERTIFY.EDIT authorization key assigned to your user ID to edit the information on the Product Certification Maintenance screen.

To identify a customer's employees who can buy regulated products:

  1. From the Maintenance menu, select Customer to display the Customer Maintenance window.

  2. In the Customer field, enter a customer's name to display the customer record.

  3. SelectAdditional > Product Certification to display the Product Certification Maintenance

  1. In the Cert Code column, enter the product certification code that identifies employees who are authorized to purchase a particular type of regulated product. These user-defined codes are set up in the Valid Product Certification Codescontrol maintenance record.

  1. In the Certified Name column, enter the name of the employee certified to buy the regulated product. This field is not validated.

  2. In the Certification # column, enter the certification number assigned to the person who is authorized to buy the regulated product.

The testing agency that grants product purchase certification assigns the certification number to the individual. The customer provides the number, if required. This field is not validated.

  1. Save your changes and exit the dialog box.

See Also:

Customer Maintenance Overview

Entering Additional Customer Information