This walkthrough goes through a scenario of having a quality inspection test created automatically when posting production output.

Tests are triggered based on steps (especially for in-process/intermediate operations), but for final output on the last operation with known lots, it can also be using the item ledger entry. This set of steps focuses on the most common scenario of most people using production order routing lines.

Prerequisites

• Use a W1-ENU-Extended base data with “Contoso” sample demo data as a baseline with the “SP-BOM2000” item which will be copied to a similar SP-BOM2000-T tracked item.
• Ensure the Assisted Setup Wizard was run.
• If any previous test cases were followed, set the Activation Trigger to “Disabled” on all existing test generation rules.
• On the Quality Inspection Setup, set Show Testto “Automatic and Manually Created Tests”.
• Have an item tracking code such as LOTALL configured to require lots and use lot warehouse tracking.
• Have a lot tracked item configured with production order replenishment. In Contoso data, copy item SP-BOM2000 to SP-BOM2000-T, and set the item tracking code on the lot tracked item to be “LOTALL”.
• Ensure there is sufficient work center and machine center calendars calculated for the routing used, and ensure there is sufficient inventory for the Bill of Material used.

Create a Quality Inspection Test

1. Navigate to Quality Inspection Templates in Business Central.
2. Click +New.
3. Input a unique, unused code into the Code field (e.g., If this is a clean install, this might be “EXAMPLEOUTPUT”).
4. Input a description in the Description field (e.g., If this is a clean install, this might be “Example Production Output”).
5. Select Add Field(s) To This Template (Quality Inspection Field Wizard opens).
6. Select New Field and select Next.
7. Input a unique, unused description (e.g., “Any field will do”) and tab off the field (the short name (Field Code)and What type of data is it options appear).
8. Leave the Short name (Field Code)unchanged (based on the description and attempt to be a unique, unused field code).
9. Select A number in the What type of data is it field.
10. Select Next(the next wizard page describes Number Field Details and displays a default value and allows defining the allowed values and pass values).
11. Locate the Set the range of allowed values section and set the Minimum field to 5 (minimum value you can enter).
12. Set the Maximum field to 50 (maximum value you can enter).
13. Locate the Field Conditions section and set the Pass Minto 10 (minimum value to be considered a Pass).
14. Set the Pass Max field to 20 (maximum value to be considered a Pass).
15. Select Finish.

The Add Field Wizard closes, and the new field is added to the Quality Inspection Template.

Create a Test Generation Rule

Complete the following immediately after completing Create a Quality Inspection Test.

1. Select Test Generation Rules (Quality Inspection Test Generation Rules page opens, filtered to the above template).
2. Select Create Production Rule.
3. Select your new template in the Choose Template field.
4. Select Next.
5. Select Production Orders in the Choose whether this is for production orders or assembly orders field.
6. Select Next, leave all fields blank, and select Next.
7. Select “SP-BOM2000-T” (or the lot tracked item configured with production replenishment configured in the prerequisites) in the Specific Item field.
8. Select Next.
9. Ensure When Output is Posted is selected in the Automatically Create Test field.
10. Select Finish.

After the wizard closes, a test generation rule is created.

Use the Test Generation Rule to Create a Quality Inspection Test

Complete the following immediately after completing Create a Test Generation Rule.

1. Locate the Test Generation Rule record you created on the Test Generation Rules page.
2. Modify the following fields:
   1. Activation Trigger: Manual or Automatic
   2. Production Trigger: When Output is Posted
3. Close the following pages if they are still open:
   1. Test Generation Rules
   2. Quality Inspection Template
   3. Quality Inspection Templates
4.  Navigate to Released Production Orders.
5. Select +New.
6. Tab off the field (generates a document number) on the Released Production Order page.
7. Ensure the Source Type is set to “Item”.
8. Set the Source No. to “SP-BOM2000-T” or the lot tracked item configured with production replenishment configured in the pre-requisites.
9. Set the Quantity field to be “5”.
10. Select Refresh Production Order, accept all defaults, and select OK.
11. Select the new line in the Lines field.
12. Select Line and select Production Journal.
13. Locate Output’s last line for the last operation and set:
    1. Output Quantity: 5
    2. All other Output Quantity fields: 0
    3. All Consumption Quantity fields: 0
14.  Ensure the last operation for the entry type of output selected, locate the Line section, and select Item Tracking Lines.
15. Set the appropriate tracking details, such as Lot No. and Quantity (base) to be 5.
16. Select Close.
17. Navigate to the Production Journal worksheet and select Home / Post.
18. Select Yes when prompted with “Do you want to post the journal lines?”
19. Select OK if prompted with “The journal lines were successfully posted.”

End Result

If the pre-requisites and steps were followed, a Quality Inspection Test/Order opens with the following:

• Quantity (base): 5
• Status: Open
• Item No.: SP-BOM2000-T (or the lot tracked item configured with production replenishment configured in the prerequisites)
• Lot No.: The lot defined in the previous steps.
• Template Code: The template configured in the earlier steps.