Walkthrough: Perform a Manufacturing Quality Audit

This walkthrough demonstrates the steps that are required to set up, and then perform a manufacturing quality audit, as well as what happens during that quality audit.

A Manufacturing quality audit is when a series of tests must be performed on items that have been manufactured.

About this walkthrough

This walkthrough demonstrates the following tasks:

Set up a manufacturing quality audit, including how to:
- Create Quality Measure Codes
- Create a quality procedure
- Assign the quality procedure to an item
Generate a manufacturing quality audit
View a quality audit
View whether a lot is blocked
Perform a manufacturing quality audit

Prerequisites

On the Quality Setup page, on the Numbering FastTab, in the Quality Procedure Setup Nos. field, a number series has been defined.
On the Quality Setup page, on the Numbering FastTab, in the Quality Audit Nos. field, a number series has been defined.
A manufactured item exists with a Bill of Materials (BOM) and routing.

Story

The JF company is manufacturing 25 cases of YOGIES Milk Chocolate Pretzels (F100020). After the item has been output, Alex is responsible for performing the following tests on a sample item:

A package check.
Measure the net weight of the case.

Until the tests are performed, the manufactured items cannot be picked for a sales order.

Set up a Manufacturing Quality Audit

To set up a manufacturing quality audit, Alex must perform the following tasks:

Create Quality Measure Codes.
Create a quality procedure.
Assign the quality procedure to an item.

The Quality Measure Codes represent the different ways of recording the quality of an item. Alex must create Quality Measure Codes for each of the conditions that must be checked or tested.

For Alex, that means Quality Measure Codes must be created for the following:

Package check
Net weight

To group the Quality Measure Codes, Alex creates a quality procedure. The quality procedure also provides a location for Alex to record the test results. After Alex creates the quality procedure, Alex can assign the quality procedure to an item. When an item is manufactured or output, the quality procedure is used to create a quality audit related to the manufactured item.

For the JF company, Alex creates a Yogies 12/7.5 OZ-FG Check quality procedure. Alex will use this quality procedure to generate a quality audit that will check a case of YOGIES items. The case contains twelve 7.5 OZ packages of YOGIES.

Alex must assign the Yogies 12/7.5 OZ-FG Check quality procedure to the YOGIES 12/7.5 OZ MK CHOC PRTZL (F100020) item. When the item is manufactured, a Manufacturing quality audit will be automatically created based on the assigned quality procedure.

To create Quality Measure Codes

Choose , enter quality measure codes, and then choose the related link.

The Quality Measure Codes page opens.
Add the following records:

Code Description Value Type

NET WEIGHT Net Weight Decimal

PKG CHECK Package Check Boolean

To add the records, for each record, perform the following steps:
1. On the action bar, choose New.
2. In the Code field, enter a code, for example, NET WEIGHT.
3. In the Description field, enter a description, for example, Net Weight.
4. In the Value Type field, enter a type, for example, Decimal.

Code	Description	Value Type
NET WEIGHT	Net Weight	Decimal
PKG CHECK	Package Check	Boolean

To create a quality procedure

Choose , enter quality procedures, and then choose the related link.

The Quality Procedures page opens.
On the action bar, choose New > New.

The Quality Procedure Setup page opens.
On the General FastTab, perform the following steps:
1. In the Description field, enter Yogies 12/7.5 OZ-FG Check.
2. In the Type field, select Item.
3. Turn on Block Lot Until QA Complete.
  
  This action prevents transactions from occurring with this item’s lot until the quality audit is completed and passed.
4. Turn on Allow Blocked Lot Reclass.
  
  This action allows blocked lots to be moved within a location.
5. Turn on Open QA Wizard on Creation.
  
  This action opens the QA Wizard page after the quality audit is created. The QA Wizard provides the capability to enter test results.

On the Lines, add the following records:

Quality Measure Code	Description	Value Type	Quality Unit of Measure	Desired Value	Decimal Min	Decimal Max	Critical Control Point
PKG CHECK	Is the package in good order?	Boolean		Yes	0	0
NET WEIGHT		Decimal	LB		5.9	6.1	Checked

On the General FastTab, change the Status field to Certified.

To assign the quality procedure to an item

Choose , enter items, and then choose the related link.

The Items page opens.
Select the item to which the quality procedure is to be assigned, in this case, F100020 YOGIES 12/7.5 OZ MK CHOC PRTZL, and then on the action bar, choose Manage > View.

The Item Card page opens.
On the action bar, choose Navigate > Quality > Quality Procedures.

The Item Quality Procedures page opens.
In the QP Setup Code field, the Yogies 12/7.5OZ-FG Check quality procedure is selected.
Select the Audit on Production Output check box.

Generate a Manufacturing Quality Audit

After a manufacturing quality audit has been set up, a manufacturing quality audit can be generated.

Prerequisite

A released production order was created for the item that is associated with the manufacturing quality audit, in this case, YOGIES 12/7.5 OZ MK CHOC PRTZL (F100020).

To generate a manufacturing quality audit

Choose , enter released production orders, and then choose the related link.

The Released Production Orders page opens.
Select the released production order that was created for the item that is associated with the Manufacturing quality audit, and then on the action bar, choose Manage > View.

The Release Production Order page opens.
On the Lines action bar, choose Line > Production Journal.

The Production Journal page opens.
To simplify this walkthrough, delete the consumption lines.

Note
This walkthrough is an example only. Your company processes may dictate that the Consumption lines remain.
Ensure that the Output Quantity field is populated.
To assign a lot number to the item, perform the following steps:
1. Select the line that has an Entry Type of Output.
2. On the action bar, choose Line > Item Tracking Lines.
  
  The Item Tracking Lines page opens.
3. On the action bar, choose Process > Assign Lot No..
4. To return to the Production Journal page, choose Close.
On the action bar, choose Post/Print > Post.

A dialog box appears.
To post the journal lines, choose Yes.

A dialog box appears and displays a message that indicates a quality audit was created.
To close the dialog box, choose OK.

The Quality Audit Wizard page automatically opens because Open QA Wizard on Creation was turned on for the quality procedure that is associated with the YOGIES 12/7.5 OZ MK CHOC PRTZL (F100020) item.

A dialog box appears and displays a message that indicates that the journal lines were successfully posted.
To close the dialog box, choose OK.

View a quality audit

The Manufacturing Inventory quality audit can be accessed from several places.

To view the quality audit

Perform one of the following steps:

On the Released Production Order page, choose Navigate > Order > Quality Audits.
On the Item Card page, choose Navigate > Quality > Quality Audits. All of the open quality audits for the item are listed.

In the Statistics FactBox, the Test Complete field indicates that the quality audit has not been completed.

View whether a lot is blocked

When setting up the Yogies 12/7.5 OZ-FG Check quality procedure, Block Lot Until QA Complete was turned on, which means that the lot that is associated with the open quality audit is blocked until the quality audit is completed.

To view whether a lot is blocked

Choose , enter items, and then choose the related link.

The Items page opens.
Select the item that is associated with the Manufacturing quality audit, in this case, YOGIES 12/7.5 OZ MK CHOC PRTZL (F100020), and then on the action bar, choose Manage > View.

The Item Card page opens.
On the action bar, choose Navigate > History > Entries > Ledger Entries.

The Item Ledger Entries page opens.
Select the line that includes the lot number that was manufactured.
On the action bar, choose Navigate > Entry > Lot No. Information.

The lot is blocked.

Perform a Manufacturing Quality Audit

Before the YOGIES 12/7.5 OZ MK CHOC PRTZL (F100020) item can be picked for a sales order, the item must pass the associated quality audit.

To perform a quality audit

Choose , enter items, and then choose the related link.

The Items page opens.
Select the item that is associated with the manufacturing quality audit, in this case, YOGIES 12/7.5 OZ MK CHOC PRTZL (F100020), and then on the action bar, choose Manage > View.

The Item Card page opens.
On the action bar, choose Navigate > Quality > Quality Audits.

The Quality Audits page opens and displays a list of all open quality audits for the item.
Select the quality audit to be performed, and then on the action bar, choose Manage > View.

The Quality Audit page opens.
On the action bar, choose Process > Quality Audit Wizard.

The Quality Audit Wizard page opens.
Choose Next.
If the package is in good condition, in the Result Value field, enter Yes.

The Result field is automatically populated with the value of Pass.

Test Complete is automatically turned on.
Choose Next.
To enter the weight of the case, in the Result Value field, enter 6.

The Result field is automatically populated with Pass.

Test Complete is automatically turned on.
Choose Next.
To finish the audit, perform the following steps:
1. Turn on Post audit on Finish.
2. Turn on Close wizard on Finish.
3. Choose Finish.
The quality audit is posted. The YOGIES 12/7.5 OZ MK CHOC PRTZL (F100020) item can now be picked for a sales order.

View a posted quality audit

After the production order is finished, the finished quality audit can be viewed from several places.

To view the posted quality audit