Product Engineering - Quality Management

Walkthrough : Purchase Receipt Quality Process

Story

Ricardo is a dedicated quality engineer at Cronus International Ltd. He has a delivery against a purchase order and wants to perform a quality check on the receipt to either accept or reject the received goods.

Pre-requisites

  • Microsoft Dynamics Business Central
  • Cronus International Ltd. demonstration database
  • STAEDEAN Quality Management demo set

To create a question list

  1. Choose the Lightbulb that opens the Tell Me feature icon (Alt+Q).
  2. Type Question List.
  3. Create new questions.

To create a Measurement Template for Purchase Receipts

  1. Choose the Lightbulb that opens the Tell Me feature icon (Alt+Q).
  2. Type Measurement Templates.
  3. Create a template for Purchase Receipt:
    • Set Sample Method = Percentage.
    • Set Sample Factor = 10.

Notes An organization can have several templates for a single process depending on the type of quality the organization performs.

To define item-vendor quality combinations

  1. Choose the Lightbulb that opens the Tell Me feature icon (Alt+Q).
  2. Type Item Templates.
  3. Specify the Item No. and Vendor No. and add the template. This setting is useful when an organization has several quality settings based on items.

Example

S. No. Item No. Vendor No. Customer No. Meas. Temp. Code
1 1924-W 10000 - Purch. Rcpt.

Scenario 1

For item 1924-W and Vendor 10000, whenever a purchase receipt is registered, the "Purch. Rcpt." measurement template is used by default.

To define item category-vendor quality combinations

  1. Choose the Lightbulb that opens the Tell Me feature icon (Alt+Q).
  2. Type Item Category Templates.
  3. Specify the Item Category and Vendor No. and add the template. This setting is useful when an organization wants to generalize the quality setting for an item category and vendor combination.

Example

S. No. Item Category Product Group Vendor No. Customer No. Meas. Temp. Code
1 Furniture Purch. Rcpt.

Scenario 2

For item category "Furniture" and any product group with any vendor or customer, whenever a purchase receipt is registered, the "Purch. Rcpt." measurement template is used by default.

Validate incident and check sheet

  1. Create a purchase order with Vendor 10000 and item 1924-W with quantity 100.
  2. Post the receipt.
  3. An incident is created with the following information:
    • Item No. = 1924-W
    • Vendor No. = 10000
    • Source No. = Purchase Receipt No.
    • Source Quantity = Receipt Quantity
  4. A measurement and check sheet are created.

View incident entries:

  1. To view and validate incident entries, choose the Lightbulb that opens the Tell Me feature icon (Alt+Q).
  2. Type Measurements to open the list of measurements.
  3. Type Check Sheets to open the list of check sheets.

You can also view or create measurements from the Incidents list page.

See also

Tasks

Reference

Quality Management