Certificates

Certificates records the formal share certificates issued against member holdings, each tying a certificate number to a member, share class and a block of units. Certificates provide the documentary evidence of ownership and are reissued or cancelled when shares are transferred, redeemed or consolidated. The list gives the registrar control over issued, cancelled and replacement certificates.

Workflow

Open Shares then Operations then Certificates.
Review the register of issued certificates with their member, class and unit count.
Create a certificate by selecting the holding and entering the unit block to certify.
Print or download the certificate document for the member.
Cancel or supersede a certificate when the underlying units are transferred or redeemed.

Fields reference

Every field on this screen, drawn from the live data model.

Field	Type	Required	Description
Share Account `account_id`	Link → mfi.share.account	Yes	Share Account
Shares `shares`	Number	Yes	Shares
Company `company_id`	Link → res.company	Yes	Company
Has Message `has_message`	Yes/No	—	Has Message
Certificate No. `certificate_number`	Text	—	Certificate No.
Member `member_id`	Link → mfi.member	—	Member
Share Product `product_id`	Link → mfi.share.product	—	Share Product
Issue Date `issue_date`	Date	—	Issue Date
Allotment `allotment_id`	Link → mfi.share.allotment	—	Allotment
State `state`	Choice: Issued, Surrendered, Lost, Duplicate Issued, Cancelled	—	State
Digital `is_digital`	Yes/No	—	Digital
PDF `pdf_attachment_id`	Link → ir.attachment	—	PDF
Duplicate Of `duplicate_of`	Link → mfi.share.certificate	—	Duplicate Of
Surrendered Date `surrendered_date`	Date	—	Surrendered Date
Replaced By `replaced_by_id`	Link → mfi.share.certificate	—	Replaced By
Currency `currency_id`	Link → res.currency	—	Currency

Actions & buttons

Buttons available on this screen and what they do:

Print Certificate
Surrender
Mark Lost
Issue Duplicate

Status lifecycle

Records on this screen move through these statuses:

Issued → Surrendered → Lost → Duplicate Issued → Cancelled

Notes & rules

Each certificate number is unique and maps to a specific block of units on one account.
Transfers and redemptions trigger cancellation and reissue to keep certificates aligned with holdings.
Cancelled certificates remain on file for audit rather than being removed.
Replacement certificates record the reason, such as loss or consolidation.

Technical model: mfi.share.certificate · Record: MFI Share Certificate