Quality Rules Setup

In this Article

Overview

Quality Rules Setup : Overview

Overview

Quality rules Setup steer automatic creation of quality tests.

  • Lot No. information
    1. Internal: on any inbound, any new creation of a lot no.
    2. Purchase receipt: only on the inbound of type purchase receipt, for a new lot no
    3. Sales shipment: only on a sales shipment (requiring an non lot specific item tracking, for a new lot no. on sales outbound)
  • Serial no. information
    1. Internal: on any inbound, any new creation of a serial no.
    2. Purchase receipt: only on the inbound of type purchase receipt, for a new serial no
    3. Sales shipment: only on a sales shipment (requiring an non lot specific item tracking, for a new lot no. on sales outbound)
  • Prod. Order Routing Lines: on refreshing a production order, creating the prod. order routing line
Note

The purchase or Sales shipment rules are integrated in the Business Central processes, using Warehouse Management or Posting directly from the orders.

Quality Rules Setup : Overview

  1. Choose the search icon, enter Quality Rules Setup, and then choose the related link.
  2. On the Quality Rules Setup page, fill in the fields as necessary. Hover over a field to read a short description.
Field Description
Table ID Choose the correct Table to activate. Possible options are Lot No. Information, Serial No. Information or Prod. Order routing Line.
Table Name Automatically updated by the field Table ID
Direction Choose one of the possible options Internal, Purchase Receipt or Sales Shipment
Source type Specify which items will trigger the rule. All items, Item group or a specific Item. If Item is selected the following fields are automatically filled Table Source No. and Field Source No.. If Item Group is selected, Field Source no. should be selected. In both cases Source no. needs to be filled. In the case All Items is selected no other setup is required.
Source No. Specify which Item No. or Item Group will trigger the rule.
Quality Standard Code Specify which Quality Standard will be applied when the rule is applicable.
Based On Source Type Setup is not required when it's internal setup for lot No. or Serial No.. In case of Purchase receipt, setup can be specified if the rule and the quality standard is for all vendors, a group of vendor or a specific vendor. In case of Prod. Order Routing line the Work Center setup is required. Bases on Source No. is mandatory in this case. When Vendor Group is specified also Based on Field Source No. is mandatory
Note

Active parameter in Quality Rules Setup should be enabled. Enabling the necessary checks are done on correct rule setup. When active the Rule will be applied.