Product Engineering - Quality Management

Walkthrough : Purchase Receipt Quality Process

Story

Ricardo is a dedicated quality engineer at Cronus International Ltd. Ricardo. He has a delivery against a purchase order and he wants to perform a quality check on the receipt so as 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 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.
    • Define Sample Method = Percentage
    • Sample Factor = 10

NOTE: An organization/business can have multiple templates for a single process depending on the type of quality the business/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 multiple quality settings based on item(s).

For 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 by default the "Purch. Rcpt." Measurement template will be used.

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 want to generalize the quality setting for an item category and vendor combination.

For 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 by default Purch. Rcpt. Measurement template will be used.

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. Subsequently a measurement and check-sheet is 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.

Measurements can also be viewed or created from Incidents list page as well.

See also

Tasks

Reference

Quality Management