This walkthrough goes through a scenario of having a quality inspection test created automatically when posting a put-away in a location with warehouse handling.

A common scenario is put-aways triggering a test, whether it be warehouse handling for receipts or production; however, it can be used for scenarios such as triggering a test creation when product is moved into a quarantine bin.

This automation can also be combined with Quality Inspector’s inspection bin routing feature. For example, selected items can be configured so that warehouse put-aways are automatically directed to a designated inspection or quarantine bin. A Movement Into Bin Test Generation Rule can then create the required Quality Inspection Test when the inventory is actually moved into that bin. This provides a coordinated workflow where inventory is physically routed for inspection and the inspection record is created automatically as part of the warehouse process. For details on configuring the routing portion of this process, see Route Put-Aways to Inspection Bins in Quality Inspector.

Prerequisites

• Use a W1-ENU-Extended base data with “Contoso” sample demo data as a baseline with the “WHITE” location and the “WRB-1002” 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 Test to “Automatic and Manually Created Tests”.

Add a field to the Quality Inspection Template

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 “MYPUTAWAYEX”).
4. Input a description in the Description field (e.g., If this is a clean install, this might be “My putaway example”).
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 Min to 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 Add a field to the Quality Inspection Template.

1. Select Test Generation Rules (opens Quality Inspection Test Generation Rules and filters to the above template).
2. Select Create Bin Movement Rule.
3. Select the template you created earlier in the Choose Template field.
4. Select Next.
5. Select “WHITE” in the Location field and ensure Just put-aways is checked.
6. Select Next.
7. Select “WRB-1002” in the Specific Item field.
8. Select Next (opens a summary page).
9. Locate the Automatically Create Test section and ensure Movement Into Bin is selected.
10. Select Finish.

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

Use Test Generation Rule

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:
   • Activation Trigger: Manual or Automatic
   • Warehouse Movement Trigger: Movement Into Bin
3. Close the following pages if they are still open:
   • Test Generation Rules
   • Quality Inspection Template
   • Quality Inspection Templates
4. Navigate to Purchase Orders.
5. Select +New.
6. Select “40000” in the Vendor No. field.
7. Navigate to the first row in the Lines section and ensure the Type field displays “Item”.
8. Input “WRB-1002” into the No. field.
9. Select “WHITE” in the Location Code field.
10. Input “123” into the Quantity field and ensure the Unit of Measure Code is set to the item’s base unit of measure.
11. Select Release.
12. Select Create Whse. Receipt (creates and displays a new Warehouse Receipt).
13. Select the WRB-1002 item’s line in the Lines field.
14. Select Item Tracking Lines (opens the Item Tracking Lines page).
15. Input a unique, unused lot number (e.g., “WRB1002-2025-07-24-001”) into the Lot No. field (use a different lot number if repeating this test case).
16. Input “123” into the Quantity (base) field.
17. Select any future date in the Expiration Date field.
18. Select Close.
19. Select Post Receipt with the Warehouse Receipt displayed.
20. Select Yes if a message asks “Do you want to post the receipt?”
21. Select Ok if a message displays this (or similar) “Number of source documents posted: 1 out of a total of 1.”
22. Locate the related put-away and open it.
23. Register the put-away.

End result

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

• Quantity (base): Set to “123”
• Status: Set to “Open”
• Item No.: Set to “WRB-1002” (or the item used in earlier steps)
• Lot No.: Set to “WRB1002-2025-07-24-001” (or the lot that was used in earlier steps)
• Template Code: Set to the template configured in the earlier steps.