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Click on New. Select the Certificate type. Annual: A survey will be planned annually for this certificate. Intermediate: A survey will be planned for some time between the date of issue and the date of expiry. None: Use this type when no intermediate s...

Right-click on a Category and select Reorder certificate categories... Select a category and use Move up and Move down to change the order. Click on Save & close.

Right-click on a Certificate and select the option Reorder certificate items... Select a certificate and use Move up and Move down to change the order. Click on Save & close.

In the timeline of the certificate you want to extend, double-click on the symbol (this is only possible if the colour is orange or red ) or right-click on the symbol and select Endorsement... Complete all required fields. Select the annual or intermedia...

Right-click a certificate category and click Copy... Select the location where you want to copy the certificate category to. Click Save & Close. The history of the certificates will also be copied.A location is not displayed during the copying process i...

Click on Email... Select the email you want to send. You can select all certificates and all attachments at the same time or you can add them separately. Click on Create e-mail. The generated email will be downloaded or shown in MXSuite (depends on ...

Select the module Administration and choose Safety. Click New... to add a new category. Fill in the fields and click on Save & close.

Click on New... Complete all required fields. The Start period is the timeframe in which the drill must be completed. During this period the drill will be orange. Select the locations to which the safety drills must be added (only visible in the offic...

The fixed interval option can be selected when you create a: maintenance task. safety drill. The following table clarifies what this option does. A task or a drill has an interval of one month. No fixed interval Fixed interval Expiration...

Navigate to Safety within the Administration module. Right-click on a category and select Reorder... Select a category and use Move up and Move down to change the order. Click on Save & close.

Right-click on a safety drill and select Reorder safety items... Select a safety drill and use Up and Down to change the ordering. Click on Save & close.

Double-click the time bar of the completed drill or right-click on the drill and select Completed... Enter the drill data.   Double-click the time bar of the completed drill or right-click on the drill and select Completed.. Enter the drill data.

Select Edit... for the desired drill. Within the Forms tab selected the desired forms. Click on Save & close.

Different orders can be created in the module Purchase. A purchase order allows you to order products from stock. Free order lines are used if the product is not available from module Inventory. A local purchase order is the same as a product order, with the...

Click on New purchase order... Enter a search term in the column own code and click on to open the list of parts. Select one or more parts and click on Ok.  The selected parts will be added to the order. Order lines can be automatically added to an orde...

Click on New service order... Fill the details in the General tab. Clearly indicate the necessary service in the order lines in the tab Order lines. Click on Save & send to save the order and to forward it for further processing. Click on Save as draft to...

You can add documents per order line. Click on + in front of the order line. Click on New to add a new document or click on Link from documents... to link a document within MXSuite. If the option Email is selected, the document will be included when t...

The international Incoterms are used to determine the rights and duties of buyers and sellers during the international transport of goods.  The Incoterm of relevance to the order can be selected or changed at the top right of the order screen. When an Inco...

Open a purchase order. Open the Suppliers tab. Scroll to the right and click the cell Delivery Date for the required part. Select a date. Click Save & close. You can select multiple order lines using Ctrl or Shift.

Open a purchase order. Select the desired order line and click on the 3 dots (...) Click on Select currency... Select the desired currency.  Open the tab General. You can now change the exchange rate for this order. The exchange rate as configured in MX...