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

Assembly orders are simple ways to assembly finished goods. Tests from assembly tend to be based on packaging validation or similar styles of checklists.

Prerequisites

• Use a W1-ENU-Extended base data with “Contoso” sample demo data as a baseline with the “1925-W” item, configured with replenishment for assembly. This is used to copy into 1925-W-T.
• 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”.
• Have an item tracking code, such as “LOTALL”, configured to require lots and use lot warehouse tracking.
• Have a lot tracked item configured with assembly order replenishment. In Contoso data, copy item 1925-W to 1925-W-T, and set the item tracking code on the lot tracked item to be “LOTALL”.
• Ensure there are 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 “MYASSMEXAMPLE”).
4. Input a description in the Description field (e.g., If this is a clean install, this might be “My Assembly 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. Select Next (the next wizard page describes Number Field Details and displays a default value and allows defining the allowed values and pass values).
12. Locate the Set the range of allowed values section and set the Minimum field to 5 (minimum value you can enter).
13. Set the Maximum field to 50 (maximum value you can enter).
14. Locate the Field Conditions section and set the Pass Min to 10 (minimum value to be considered a Pass).
15. Set the Pass Max field to 20 (maximum value to be considered a Pass).
16. 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 Assembly Orders in the Choose whether this is for production orders or assembly orders
6. Select Next.
7. Leave the to bin location and description fields blank.
8. Select Next.
9. Select “1925-W-T ” (or the lot tracked item configured with production replenishment configured in the prerequisites) in the Specific Item
10. Select Next.
11. Ensure When Output is Posted is selected in the Automatically Create Test field.
12. 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 Assembly Orders.
5. Select +New.
6. Tab off the field (generates a document number) on the Assembly Order page.
7. Ensure the Source Type is set to “Item”.
8. Set the Source No. to “1925-W-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 Order / Item Tracking Lines.
11. Set the Lot No. and Quantity (base). fields to match.
12. Close the item tracking screen.
13. Select Home / Post.
14. Select Yes if prompted “Do you want to post the Order”.

A Quality Inspection Test is created.

End Result

The quantity from the Assembly Order is set, the Item No. is set, and the lot number matches what was entered on the item tracking lines.