Quality Inspector

Quality Inspector provides advanced quality management capabilities for Microsoft Dynamics 365 Business Central, including receiving and production inspections, sampling, lot controls, non-conformance management, automated workflows, and integrations with other Insight Works applications.

Use the sections below to find documentation by task or business process. Some articles appear in more than one section where they apply to multiple scenarios.

Getting started

If you are new to Quality Inspector, start with these articles:

• Set Up and Configure Quality Inspector – Recommended implementation sequence, prerequisites, permissions, templates, generation rules, automation, and validation.
• Understand Quality Inspection Templates and Test Generation Rules – Understand how fields, templates, generation rules, source configuration, and automatic triggers work together, including an example of building your first template.
• Available User Interfaces for Recording Quality Inspections – Choose how inspectors and operational users will record inspections.
• Permission Sets for Quality Inspector – Understand the Business Central permission sets required by different users and roles.
• Quality Inspector Setup – Reference for company-wide Quality Inspector settings.
• Release Notes: Quality Inspector – Review changes and new functionality by version.

Templates, fields, grades, and specifications

Use these articles to define what should be inspected and how inspection results are evaluated.

• Understand Quality Inspection Templates and Test Generation Rules
• Use Quality Inspection Templates
• Quality Inspection Fields
• Configure Grades
• Quality Inspection Grades
• Configuring Nominal Dimensions and Symmetric/Asymmetric Tolerances
• Choosing Where to Store Quality Specifications in Quality Inspector
• Reference a Field from an Item Card or an Item Attribute in Allowable Conditions or Pass Conditions
• Look up Specifications from Another Table when Creating Quality Inspection Tests
• Restrict a Field’s Choices Using Another Field Using Quality Inspector
• Using Special Characters in Quality Inspection Field Choices for Threshold Categories
• Use Numeric Expressions (Calculated Field) in Quality Inspector
• Use Embedded Expressions Within Acceptable Values and Pass Conditions
• Quality Inspector Expression Examples
• Use the Sample Source Feature on the Quality Inspector Template
• Create an Inspection Checklist with an Override Checkbox
• Designing Large Dimensional Inspection Plans in Quality Inspector
• Create and Use a Balloon/Bubble Template in Quality Inspector
• Use Field Level Work Instructions in Quality Inspector
• Configure Work Instructions in Quality Inspector

Test Generation Rules and automatic test creation

Test Generation Rules determine when a Quality Inspection Template applies to a Business Central record.

• Understand Quality Inspection Templates and Test Generation Rules
• Quality Inspection Test Generation Rules
• Understanding Test Generation Rules and Source Configuration in Quality Inspector
• Create a Test Generation Rule for a Specific Item in Quality Inspector
• Create a Test Generation Rule for a Category of Items in Quality Inspector
• Create a Receiving Rule in Quality Inspector
• Create a Production Rule in Quality Inspector
• Create a Warehouse Movement Rule in Quality Inspector
• Use Test Generation Rule Trigger to Automate Creation of Quality Inspection Tests
• Schedule Automated Tests with Quality Inspector
• Select Create Test Behavior and Find Existing Behavior in Quality Inspector

Source Configuration and custom sources

Source Configuration controls how Business Central records are related to Quality Inspection Tests and how information is transferred from source records.

• Understanding Test Generation Rules and Source Configuration in Quality Inspector
• Advanced Quality Inspector Source Configuration List
• Quality Inspector Source Configuration Card
• Create Quality Inspection Template and Connect to a Customized Table in Quality Inspector
• Look up Specifications from Another Table when Creating Quality Inspection Tests

Purchase receiving and vendor quality

Use these articles when inspecting purchased material or controlling receiving based on quality results.

• Create Quality Inspections for Receipts
• Create a Purchase Order Test
• Receiving Automation
• Create a Receiving Rule in Quality Inspector
• Automate Test Creation when Posting a Purchase Receipt with Warehouse Handling
• Performing Quality Inspections Before Serial or Lot Numbers Are Posted
• How to Prevent Receiving a Purchase Order Until a Quality Inspection Test is Completed
• Enable Purchase Order Release Integration in Quality Inspector
• Create a Test Based on a Vendor
• Create a Purchase Return Order from a Test in Quality Inspector
• Sample Bulk Receipts of Untracked Items in Quality Inspector
• Example Scenario Managing COA Required on Purchase Receipts

Production and assembly quality

Use these articles for production output, in-process inspection, first-off inspection, and assembly processes.

• Validate Production
• Automate Production
• Create a Production Rule in Quality Inspector
• Create a Test Automatically on Production Output in Quality Inspector
• Prevent Production Output Until a Quality Inspection Test Passes
• How to Require a Quality Inspection Test Before Moving to the Next Step in an Operation
• Use Auto Output Configuration in Quality Inspector
• First-off Inspections, First Article Inspections, and Initial Production Checks Using Quality Inspector
• First Article Inspection Report (FAIR Form 3)
• Capture the Container (Vat/Vessel/Bin) from the Production Order when a Test is Made from a Production Order in Quality Inspector
• Create a Test from Sales Order Production Planning in Quality Inspector
• Use Assembly Output Integration in Quality Inspector
• Create a Test Automatically with Assembly Output in Quality Inspector
• How to Create a Work Station or Production Line Readiness Check for a Work Center

Warehouse, bins, and inventory movement

• Create a Warehouse Movement Rule in Quality Inspector
• Create a Test Automatically with a Put-Away or Movement into a Bin in Quality Inspector
• Route Put-aways to Inspection Bins in Quality Inspector
• Perform Inventory Movement in Quality Inspector
• Move Product from One Bin to Another Bin Automatically in Quality Inspector
• Move Product Automatically from One Bin to Another Bin in Quality Inspector
• Create a Transfer Order to Move Material from a Directed Pick Environment to a Non-Warehouse Location in Quality Inspector
• Warehouse Insight Quality Inspector Integration
• Create an Ad Hoc Quality Inspection Test for an Item Already in Stock
• Example Scenario using a QC Hold location for QC required items

Sampling, AQL, and Skip-Lot inspection

Quality Inspector supports fixed, percentage-based, AQL, multiple-sample, and Skip-Lot inspection processes.

• Collect Multiple Samples in Quality Inspector
• Use the Sample Source Feature on the Quality Inspector Template
• Sample Bulk Receipts of Untracked Items in Quality Inspector
• Implementing ANSI Z1.4 C=0 Sampling with Quality Inspector
• Sampling and Skip Lot in Quality Inspector
• What is Skip-Lot Inspection?
• Skip Lot Inspections in Quality Inspector
• Skip-Lot Thresholds in Quality Inspector
• Implement Skip Lot with Receiving in Quality Inspector
• Implement a “Test Every ‘X’ Lots” Scenario with Skip-Lot in Quality Inspector
• Implement CFR Section 42 Subpart C while using Quality Inspector
• Quality Inspection Sample Worksheet

Lot restrictions, holds, and disposition of failed material

• Block and Unblock Lot Transactions in Quality Inspector
• Automate Block and Unblock Lot Transactions in Quality Inspector
• Restrict the Use of a Lot Transaction When a Test Fails in Quality Inspector
• Select which Tests are Considered when Evaluating Lot Grade Restrictions in Quality Inspector
• How to Place Part of a Lot On Hold in Quality Inspector
• Perform Inventory Movement in Quality Inspector
• Create a Purchase Return Order from a Test in Quality Inspector
• Create a Re-test in Quality Inspector
• Sample Workflows for Quality Inspector: Moving Items, Initiating a Retest, and Discarding Failed Stock
• How to Handle Items/Lots That Fail when they previously passed

Non-Conformance Reports and failure analysis

• Non-Conformance Reports (NCRs) in Quality Inspector 7.26
• Attach Files to PDF Non-Conformance Reports in Quality Inspector
• Quality Inspector Failure Analysis Tool
• Using the Quality Inspector Failure Analysis Tool

Performing and reviewing Quality Inspection Tests

• Use Quality Inspection Tests
• Create Ad Hoc Quality Tests in Quality Inspector
• Assign Tests to an Inspector
• Assign and Review Tests in Quality Inspector
• Override a Test Grade Using Best Practices in Quality Inspector
• Create a Re-test in Quality Inspector
• Create a Test Using Test Results in Quality Inspector
• Use Measurement Notes and Comments in Quality Inspector
• Recording Notes in Quality Inspector
• Use Basic Signatures in Quality Inspector
• Use Tools in Quality Inspector
• Quality Inspection Test Values
• Quality Inspection Test Results Matrix
• Quality Inspection Chart Values

Attachments, images, PDFs, and reports

• Manage Image Attachments in Quality Inspector
• Take and Attach a Picture to a Quality Inspection Test
• Add Attachments to Inspection Test Plans and Quality Inspection Tests in Quality Inspector
• Copy Quality Inspection Attachments Automatically in Quality Inspector
• Create PDF Attachments Automatically When a Test Finishes in Quality Inspector
• Use Attach as PDF to Automatically Create a PDF of a Certificate of Analysis and Other Quality Inspection Reports
• First Article Inspection Report (FAIR Form 3)
• Attach Files to PDF Non-Conformance Reports in Quality Inspector

Workflows and approvals

• Sample Workflows for Quality Inspector: Moving Items, Initiating a Retest, and Discarding Failed Stock
• Set a Database Value in a Workflow Response
• Create a Multi-Step Approval Workflow to Finish a Quality Inspection Test
• Create PDF Attachments Automatically When a Test Finishes in Quality Inspector
• Move Product Automatically from One Bin to Another Bin in Quality Inspector

Periodic inspections and readiness checks

• Configure Periodic Tests in Quality Inspector
• Configure Periodic Tests on any Lots Within a Certain Container in Quality Inspector
• Schedule Automated Tests with Quality Inspector
• How to Create a Facility Readiness Check for a Location
• How to Create a Work Station or Production Line Readiness Check for a Work Center

Mobile devices, Warehouse Insight, Teams, Power Automate, and AI

• Available User Interfaces for Recording Quality Inspections
• How to Record Quality Inspection Tests on a Tablet, Phone, or Other Mobile Device
• Warehouse Insight Quality Inspector Integration
• Create a Test in Quality Inspector that is Available with Microsoft Teams
• Use Adaptive Cards in Teams and Power Automate with Quality Inspector
• Use Quality Inspector with Power Automate
• Set Values with Copilot in Quality Inspector
• Set Up and Configure Azure Blob Storage and Azure Document Intelligence with Quality Inspector
• How to Scan Paper Quality Inspection Forms into Quality Inspector

Permissions and user access

• Permission Sets for Quality Inspector
• Enable Functionality Per Quality Inspector
• Quality Inspectors’ and Quality Inspection Permissions
• Quality Inspectors and Quality Inspection Permissions Page

Microsoft Quality Management and Quality Inspector

Microsoft Dynamics 365 Business Central also includes Microsoft’s Quality Management extension, which is based on technology licensed from Insight Works. Use these articles when deciding between the products or migrating between them.

• Quality Inspector and the Microsoft Quality Management Extension
• Migrate Between Quality Management and Quality Inspector

Non-Conformance Reports (NCRs)

Use these articles for creating, managing, documenting, and reporting non-conformances in Quality Inspector:

• Non-Conformance Reports (NCRs) in Quality Inspector 7.26 – Configure and use NCR functionality in Quality Inspector.
• Attach Files to PDF Non-Conformance Reports in Quality Inspector – Include supporting attachments when generating PDF Non-Conformance Reports.
• First Article Inspection Report (FAIR Form 3) – Includes the NCR Test No. as the Nonconformance Number on the AS9102 FAIR Form 3 report.
• Use Quality Inspection Tests – Reference for Quality Inspection Tests, including the NCR Test No. recorded against individual inspection lines.
• Quality Inspector Failure Analysis Tool – Analyze failed inspections that may lead to non-conformance investigation.
• Using the Quality Inspector Failure Analysis Tool – Walkthrough for investigating patterns and causes of failed quality inspections.

Signatures and approvals

Quality Inspector supports capturing signatures directly on inspection tests, as well as using Business Central approval workflows when a more formal review or sign-off process is required.

• Use Basic Signatures in Quality Inspector – Capture and store a signature directly on a Quality Inspection Test.
• Create a Multi-Step Approval Workflow to Finish a Quality Inspection Test – Require one or more approval steps before an inspection can be finished.
• First Article Inspection Report (FAIR Form 3) – Configure the signature/contact details displayed on the AS9102 FAIR Form 3 report.

Page level help

The following articles provide detailed page-level reference information for Quality Inspector pages and their available fields, settings, and actions.

• Quality Inspector Setup
• Quality Inspectors’ and Quality Inspection Permissions
• Quality Inspectors and Quality Inspection Permissions Page
• Advanced Quality Inspector Source Configuration List
• Quality Inspector Source Configuration Card
• Quality Inspection Grades
• Quality Inspection Fields
• Quality Inspection Test Generation Rules
• Use Quality Inspection Templates
• Use Quality Inspection Tests
• Quality Inspection Test Values
• Quality Inspection Test Results Matrix
• Quality Inspection Sample Worksheet
• Quality Inspection Chart Values

Developer and advanced configuration

• Quality Inspector’s Published Events
• Advanced Quality Inspector Source Configuration List
• Quality Inspector Source Configuration Card
• Create Quality Inspection Template and Connect to a Customized Table in Quality Inspector
• Quality Inspector Expression Examples
• Use Numeric Expressions (Calculated Field) in Quality Inspector
• Use Embedded Expressions Within Acceptable Values and Pass Conditions