Create Quality Inspections for Receipts

Create Quality Inspections for Receipts

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Create quality inspections for receipts: short version

  1. Navigate to Quality Inspection Test Generation Rules in Business Central.
  2. Create a line referring to your test template.
  3. Add in a filter that specifies a specific item pattern in the Assignment Filter

If you test template was called RECEIPTEXAMPLE and you wanted to apply the template to any purchase line receipt for the item 1000, your filter would look like this:

Sort Order Template Code Description Table Filter
60 RECEIPTEXAMPLE Simple Receipt Example Purchase Line WHERE(Type=FILTER(Item),No.=FILTER(1000))

Create quality inspections for receipts: long version

This page guides you through the required configuration for you to create a test for any given item. Much of this configuration already exists, and you can create the core configuration by using the Quality Inspector Setup Wizard.

Prerequisites

Grade Prerequisite

Ensure you have at least one grade. Navigate to Quality Inspection Grades in Business Central. If you don’t see any grades, rerun the Quality Inspector Setup Wizard.

Possible default grades are:

Code Description Grade Visibility
INPROGRESS In Progress Configuration Only
FAIL Fail Configuration Only
PASS Pass Promoted
Source Configuration Prerequisite

Ensure that you can tell Business Central what information to pull from a purchase line. You can also make tests for Warehouse Receipts; however, this example uses a purchase order line.

  1. Use a source configuration for a purchase line (From Table No. 39) to test.
  2. Use the Quality Inspector Setup wizard  to create a default setup.
  3. Map the:
    • Document No.
    • Document Line No.
    • Item No.
    • Variant Code
    • Description.
  4. Obtain a source configuration (available when you use the Quality Inspector Setup Wizard) for a tracking specification to collect the lot or serial tracking information.
Code Description State From Table No. From Table From Table Filter To Type To Table No. To Table
PURCHTOTEST Purchase Line to Test Enabled 39 Purchase Line WHERE(Type=FILTER(Item)) Test 23067640 Quality Inspection Test
TRACKINGTOPURCH Tracking Specification to Purchase Line Enabled 336 Tracking Specification WHERE(Source Type=CONST(39)) Tracking Only 39 Purchase Line
WJNLTOPURCH Whse. Journal to Purchase Line Enabled 7311 Warehouse Journal Line WHERE(Source Type=CONST(39)) Chained Table 39 Purchase Line
WRTOPURCH Whse. Receipt to Purchase Line Enabled 7317 Warehouse Receipt Line Chained Table 39 Purchase Line
Quality Inspector Setup Prerequisite
  1. Navigate to Quality Inspector Setup in Business Central.
  2. Set Create Test Behavior to Always Create a New Test (a test is created even if a matching test for the same purchase line already exists).
  3. Set Create New Test to When a Purchase Order Is Posted in the Receiving section.

Configure questions to collect for the Receipt Test

  1. Navigate to Quality Inspector Fields in Business Central.
  2. Configure the following fields to ask the questions you want:
Code Description Field Type Allowable Values Pass
WEIGHT Weight Decimal 1..1000 20..60
VISUAL STATE Visual State Table Look… NO MARKS,SOME MARKS,HEAVY MARKS NO MARKS
  1. Set the following in the Configure a Number Field for Weight:
    • Is this a range of numbers?: A range of numbers
    • Minimum: 1.00
    • Maximum: 1000.00
    • Pass Min.: 20.00
    • Pass Max.: 60.00
    • Pass Desc.: 20 to 60
  2. Set the following in the Manage section for Visual State:
    • A simple list of values: Enable
Pass Code Description
HEAVY MARKS Heavy Marks
Check NO MARKS No Marks
SOME MARKS Some Marks

Configure a Quality Inspection Template

  1. Create a template to use the questions you created in Configure questions to collect for the Receipt Test.

Configure a Test Generation Rule

Now that you have a Quality Inspection Test template, we can create a rule that uses this template.

  1. Navigate to Quality Inspection Test Generation Rules in Business Central.
  2. Create a line referring to that template.
  3. Input the Assignment Filter that specifies a specific item pattern in the Filter section.
Sort Order Template Code Description Table Assignment Filter
60 RECEIPTEXAMPLE Simple Receipt Example Purchase Line WHERE(Type=FILTER(Item),No.=FILTER(1000))

Configuration Summary

You have completed the following:

  1. Promoted a Pass grade
  2. Configured a source table
  3. Created two fields
  4. Created a test template using the two fields
  5. Defined configuration to automatically create a test when posting an order
  6. Created a test generation rule telling the system when to use the test template

Validate the configuration

  1. Create a simple purchase order for the item identified in the previous step.
  2. Set the Quantity To receive to be a positive value, release the order, and post-receive the order.

Once complete, you have a quality inspection test for that receipt.

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