Common outcomes for quality inspections include initiating inventory movements or further testing based on inspection results. You can enable Multiphase processes through a series of workflow responses handling each step. The following example outlines a receiving lot by lot scenario where failed items are moved to another location for retesting. Further failures result in discarding the items, but a passed retest automatically initiates a move back to the original location.

Prerequisites

• Have two locations in the company (this example uses the CRONUS Silver and Blue locations)
• Have run Assisted Setup for Quality Inspector
• Have a Quality Inspection Template
• Have a lot-tracked item

Setup: Create a test when a purchase order is received

Automating the generation of inspection tests when receiving stock ensures consistent quality control, reduces manual errors, and enables timely identification of non-conforming items for further action.

To automatically create a test when a purchase order is received, a generation rule with a purchase trigger must be present.

1. Navigate to the Quality Inspection Templates page in Business Central and select the desired template.
2. Select Test Generation Rules.
3. Select a new row to initiate a new rule.
4. Input a description of the rule, set the intent to Purchase, and set the table to Purchase Line.
5. Add a filter to limit the Location Code field to the Silver warehouse.
6. Set the Purchase Trigger field to “When Purchase Order is received”.

When a purchase order is received in the Silver location, a new test will be created.

Setup: Blocking a lot when a test has failed

While you can use a workflow to block or unblock a lot based on a Quality Inspection Test result, blocking the lot this way can impact other desired transactions, such as moving the failed items. You can implement more granular lot blocking via Quality Inspection Grades.

1. Navigate to Quality Inspection Grades in Business Central.
2. Select Edit List.
3. Update any of the allow transaction columns to prevent specific transactions from being performed when the test has failed for the FAIL grade (e.g., you can prevent sales, purchases, consumption, and output while allowing inventory movements to take place).

Workflows

Setup: Ensure Quality Inspection Workflows are Enabled

1. Navigate to Quality Inspector Setup in Business Central.
2. SelectShow More in the Defaults FastTab.
3. Ensure that Workflow Integration is set to Enable Workflow Integration.

Setup: Add Movement and Adjustment Batches

You must specify the item journal batches for inventory movements and adjustments on the Quality Inspector Setup page. If the journal batch does not have a no. series, the test no. is used instead.

1. Navigate to Quality Inspector Setup in Business Central.
2. Navigate to the Inventory and Warehousing FastTab.
3. Set a batch name in the Batch Name field in the Bin Movements and Reclassifications section.
4. Set a batch name for Batch Name field in the Inventory Adjustments section.

Setup: Add a Quality Inspection Workflow Category

1. Navigate to Workflow Categories in Business Central.
2. Select New.
3. Input a code and description for the new category (e.g., QI or Quality Inspection).

Workflow 1.A: If a test fails, move the tested item to a retesting location

1. Navigate to Workflows in Business Central.
2. Select New Workflow from Template / New.
3. Input a value for the Code field (e.g., MOVEFAILTEST).
4. Input a description in the Description field (e.g., “Move Failed and Create Retest”).
5. Select the previously-created Quality Inspection category in the Category field.
6. Assist Edit the When Event of the first line in the Workflow Steps subpage.
7. Select the A Quality Inspection Test is finished event.
8. Select the On Condition field and add the following conditions for triggering the workflow:
   • Location Code: SILVER
   • Retest No.: 0
9.  Select OK (the workflow triggers in the Silver location for initial tests with a Retest No. of 0).
10. Select Select Response in the Then Response field.
11. Set the Select Response field to “Move Inventory from Test” (updates to display additional configuration for the workflow response).
12. Leave the default Use Reclassification Journal in the Movement Method section.
13. Toggle the Entire Lot/Serial/Package field in the Quantity section (ensures that the entire lot is moved to the new location).
14. Select the Blue location in the Destination section.
15. Ensure the Post Immediately field is enabled for automatic movement processing.

Workflow 1.B: If a test fails, create a retest

1. Select the second response line in the Response table and select Create Retest in the Test response.
2. Select the third response line in the Response table and select Set Database Value (updates the location of the retest).
3. In the Configuration section, set the following values:
   • Table: IWX QI Test
   • Filter: WHERE(No.=FILTER([NO.]),Retest No.=FILTER(1))
   • Field: Location Code
   • Value to Set: BLUE

4. Select OK.
5. Toggle Enabled to activate the workflow.

Workflow 2: If a retest fails, discard the item

1. Navigate to Workflows in Business Central.
2. Select New Workflow from Template / New.
3. Input a value for the Code field (e.g., FAILRETEST).
4. Input an appropriate description in the Description field (e.g., Discard Failed Retest).
5. Select the previously-created Quality Inspection category in the Category field
6. Assist Edit the When Event of the first line in the Workflow Steps subpage.
7. Select the A Quality Inspection Test is finished event.
8. Select the On Condition field and add the following conditions for triggering the workflow:
   • Location Code: BLUE
   • Retest No.: <> 0
   • Grade Code: FAIL
9.  Select OK (the workflow triggers for Blue location retests finished with a failing grade).
10. Select Select Response in the Then Response field:
11. Select Negative Adjustment for the Select Response field (updates to display additional configuration for the workflow response).
12. Toggle the Entire Lot/Serial/Package in the Quantity section (the entire lot is used for the retest).
13. Select the dropdown for the Reason field to provide a reason code, if needed.
14. Leave the default Just Create Entries toggle in the Post/Release Now or Later section to create the entries (allowing for further review before posting the adjustment).
15. Select OK .
16. Toggle Enabled to activate the workflow.

Workflow 3: If a retest passes, return the item to the warehouse

1. Navigate to Workflows in Business Central.
2. Select New Workflow from Template / New.
3. Input a value for the Code field (e.g., PASSRETEST).
4. In the Description field, enter an appropriate description (e.g., “Move Passed Retest”).
5. Select the previously created Quality Inspection category in the Category field.
6. Assist Edit the When Event of the first line in the Workflow Steps subpage.
7. Select the A Quality Inspection Test is finished event.
8. Select the On Condition field and add the following conditions for triggering the workflow:
   • Location Code: BLUE
   • Retest No.: <> 0
   • Grade Code: PASS
9.  Select OK (the workflow triggers for Blue location retests finished with a passing grade).
10. Select Select Response in the Then Response field.
11. Select the first response line in the Response table and choose the Move Inventory from Test workflow response (updates to display additional configuration for the workflow response).
12. Leave the default Use Reclassification Journal in the Movement Method section.
13. In the Quantity section, toggle the Entire Lot/Serial/Package (ensures the entire lot is moved).
14. Select the Silver location in the Destination section and select a bin to move the item to.
15. Leave the Post Immediately toggle enabled to ensure the movement is processed automatically.
16. Select OK to close the page.
17. Toggle Enabled to activate the workflow.

Test the Workflows

1. Create a purchase order for the lot-tracked item in the Silver location.
2. Add the tracking information to the line.
3. Receive the order (if the Show Test setting in Quality Inspector Setup is set to show tests, the newly-created test will open; otherwise, navigate to Quality Inspection Tests and open the test).
4. Set the test measurements to a fail state so the overall grade for the test is a fail.
5. Finish the test (Workflow A runs, creating and posting a reclassification journal to move the lot and creating a retest in the Blue location).
6. Test Workflow B, if needed:
   1. Navigate to the retest and set the test measurements to a fail state so that the overall grade for the test is a fail.
   2. Finish the test (Workflow B runs, creating an item journal for the negative adjustment).
7. Test Workflow C, if needed:
   1. Set the test measurements to a pass state so the overall grade for the test is a pass.
   2. Finish the test (Workflow C runs, creating and posting a reclassification journal to move the lot back to the Silver location).

Also refer to :

https://kb.dmsiworks.com/knowledge-base/move-product-automatically-from-one-bin-to-another-bin-in-quality-inspector/