Inspection Setup

Inspection Setup (PQA)

In the Inspection Setup page you can specify the information required by the system to perform the checks..

General

In the table below are listed the fields to fill in:

Field	Description
Internal Test Type	Choose the test type. The test types and their codes are set in Test Types (PQA) (see specific section below).
Default Order Priority	Specifies the priority of new inspection order created from receipt
Default Reason Code	Specifies the Inspection order reason code
Check Result Count	Verify that the results are at least the same number as the sample size
Inspection Order Report ID	Specifies the Inspection Order Report
Inspection Order Report Name	Specifies the Inspection Order Report name
Include Inspection Qty. in MRP	Specifies if Inspection Qty. is included on MRP. If you disable the option the quantity is calculated as ItemLedgerEntry.RemainingQuantity-ItemLedgerEntry.InspectionQuantity.

Numbering

In the table below are listed the fields to fill in:

Field	Description
Device Nos.	Specifies the code of the number series that will be used when creating Device
Plan Nos.	Specifies the code of the number series that will be used when creating Plan
Order Nos.	Specifies the code of the number series that will be used when creating Inspection Order
Non-Compliance Nos.	Specifies the code of the number series that will be used when creating Non-Compliance document

Vendor Rating

In the table below are listed the fields to fill in:

Field	Description
Assert Delivery Terms on Release	Activate the check on late payments when counting the vendor rating,
Quality Rating on Release	Activate the Quality management when counting the vendor rating,
Use Quality Criteria in Calc.	Specifies that the system will use quality criteria in rating calculation
Use Quantity Criteria in Calc.	The system uses quantity criteria in rating calculation
Use Date Criteria in Calc.	Specifies that the system will use Date criteria in rating calculation
Use Cert. Vendor in Calc.	Specifies that the system will use certificate Vendor in rating calculation
Vendor Certificazion Value	Specifies the vendor certification value for rating calculation
Use Global Service in Calc.	Specifies if global service is to use in calculation
Default Quality Rating Code	Specifies the default quality rating code

Non-Compliance

You need to fill in:

Field	Description
Automatic Non-Compl. Creation	Specifies if create automatic non-Compl. when the result of quality is not satisfactory
Journal Template Name	Specifies the Default Journal Template Name
Journal Batch Name	Specifies the Default Journal Batch Name

Inspection Orders

You need to fill in:

Field	Description
Insp. Order In Progess Status	Specifies Insp. Order In Progess Status
Insp. Order Non-Compliance Status	Specifies Insp. Order with Non-Compliance Status
Insp. Order New Status	Specifies Insp. Order New Status

Inspection Results Codes (PQA)

This table allows you to manage test results with a code:

Field	Description
Code	assign a name for the result code
Descriptiom	enter a description
Inspection Result	Released: test has been positive Concession: the outcome was not entirely positive, but the test was passed . Blocked: negative. Test failed
Allow Posting	allows you to record, for example a receipt, connected with an inspection order regardless of the control test result
Allow Editing	allows you to make changes on the inspection order card

Inspection Matrix Setup (PQA)

This setup allows you to decide when is to create an automatic inspection order. After generating a setup line it is possible to disable it, if necessary twith the flag Blocked.

Inspection Type	Description
Receipt	Used for warehouses with and without warehouse. When the loading document is recorded, from a purchase order or whse loading, a quality control order will be created automatically.
In Progress	Used in case of multiphase cycles. In a production order, when the capacity ledger entry is posted, a quality control order will be created automatically.
Output	In a production order, when posting the item ledger entry, a quality control order will be created automatically. If X deposits are made, X control orders will be created.
Sales Order	Used for warehouses without warehouse management. The app allows you to detach a quality order from a sales order.
Shipment	Used for warehouses without warehouse. The app allows you to detach a quality control order from the registered sales shipment, to be activated via custom.
Purch. Order	Used for warehouses without warehouse. Before registering the loading document, the app allows you to detach a control order from the purchase order. This typology defined as «incoming control» is typical of the food sector as the checks on the truck are carried out before the goods are accepted.
Whse. Receipt	Used for warehouses with warehouse management. Before posting the loading document, the app allows you to detach a quality control order from the whse load. As mentioned above, this typology is defined as «input control».
Whse. Shipment	Used for warehouses with warehouse management. The app allows you to detach a quality order manually from the whse shipment.

Once defined the inspection type you need to specify filters in order to choose the particular conditions for checks. It is possible to filter by:

Item Category Code
Item No.
Variant Code
Location Code
Test Type

In "Type" and "No". field you can filter by:

Vendor: if Inspection Type is "Receipt"
Work Center: if Inspection Type is "In Progress"
Machine Center
Customer

"QA on Subcontracting Receipt“ specifies whether that matrix setup is also active for subcontracting production order:

LAST OPERATION	it is active only if subcontracting is the last phase of the production order
ALL OPERATIONS	it is active in all phases of the production order

Inspection Plan List (PQA)

In this page we need to define which is the inspection plan to be used and its frequency.

From New it is possible to create a new inspection plan in which you need to specify parameters to be considered while testing goods and also you need to enter the expected values. Then you can choose the devices to be used in the checks. See Planning.

Frequency

This field is used if you want to assign a frequency to the row.

Options:

0= The Inspection Plan is always performed

1= The Inspection Plan is performed on the basis of the specified frequency in the field "Frequency Period"

The Frequency Period is: day, week, month, quarter, year

Inspection Device List (PQA)

On Inspection Device List (PQA) page, from “New”, you can define the mechanical devices that will be used during the checks. The following table shows the key fields displayed in the page::

Field	Option	Description
Unit of Measure Code		to insert the unit of measure code used by the device
Calibration Type	Internal / External	It indicates who performs the calibration (if it is made by the company itself or by a specialized company.)
Status	Under Inspecton	If the device is in the calibration phase.
	Released	If the device has been calibrated and can be used to perform quality checks.
	Bolcked	If the device is out of calibration and can not be used for measurements.
Calibration Frequency		Indicates how often the device must be recalibrated (eg. 1A = 1 year)
Item No.		the device can be linked to an item
Next Date of Calibration		It indicates the expected date of re-calibration of the device

In the Lines you can view the history of the calibrations performed.

Inspection Parameter List (PQA)

Here you can set the parameters to be used to carry out the checks. From New you can enter a new parameter.

You can set the unit of measure code and also the method. If the parameter does not have a unit of measurement and therefore is not "measurable", then it means that it is an attribute, and will therefore be sufficient to flag the Attribute field (eg. A visual inspection).

Test types (PQA)

In Test Types (PQA) it is possible to define the test types entering the fields "Code" and "Description":

Sample Size Test Type (PQA)

In Sample Size Test Type (PQA) you can specify the dimenson of the samples to be tested and the number of piaces that may be non-compliant:

Example: we create a purchase order, form Lines->Product Quality Assurance we choose Create Inspection Order. The system will open the Inspection Order page where the field relative to the sample size to be checked will be already populated by the system , on the basis of the Sample Size Test Type (PQA) table.

The field Sample Size is in the Inspectio Matrix Setup (PQA), in the Vendor Card and in the Inspection Setup (PQA).
Priority: the system verifies the value in the matrix setup, if blank it passes to the vendor card, if blank the system passes to the inspection setup.

Other setups

Ubicazioni non conformi

In Locations, tab Product Quality Assurance you can decide where to place the non-compliant goods:

Campo	Descrizione
QA Incoming Bin Code	Define here what is bin in which must be deposited the goods that enter into PQA control.
QA Outgoing Bin Code	Enter the bin in which must be deposited the goods resulted non-compliant.
Blocked Location Code	It is the location to whitch the goods will be automatically moved if not compliant.
Blocked Bin Code	Specify the bin to whitch the goods will be automatically moved if non-compliant.

Product Quality Assurance - Introduction

Product Quality Assurance - Planning

Product Quality Assurance - Execution

Product Quality Assurance - Non Compliance

Product Quality Assurance - Vendor Rating

Product Quality Assurance - Report