Walkthrough: Perform a Pre-Receive Quality Audit
This walkthrough demonstrates the steps that are required to set up, and then perform a pre-receive quality audit, as well as what happens during that quality audit.
A Pre-Receive quality audit is when items must pass a series of tests before they can be unloaded from the truck and received.
About This Walkthrough
This walkthrough demonstrates the following tasks:
Set up a pre-receive quality audit, including how to:
Set up auto-create pre-receive audits
Create Quality Measure Codes
Create a quality procedure
Assign a quality procedure to an item
Generate a pre-receive quality audit
Perform a pre-receive quality audit
View a passed and failed posted pre-receive 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.
Story
The JF company has ordered 1000 pounds of corn syrup. The truck has arrived at the MAIN location, but the warehouse receiver named Brad must check the following conditions before allowing the corn syrup to be unloaded into a storage tank:
The Certificate of Analysis.
The cleanliness of the delivery truck's hose and port, which is determined by performing ATP testing.
Set Up a Pre-Receive Quality Audit
To set up a pre-receive quality audit, Brad must perform the following tasks:
Set up auto-create pre-receive audits.
Create Quality Measure Codes.
Create a quality procedure.
Assign the quality procedure to an item.
After Brad sets up auto-create pre-receive audits, Quality Measure Codes must be created for each of the conditions that must be checked before accepting the delivery.
For Brad, that means that Quality Measure Codes must be created for the following:
ATP hose
ATP port
Certificate of Analysis
When a warehouse receipt is generated, a quality procedure is used to create a quality audit that is related to the item on the warehouse receipt.
For Brad, that means a GLUCOSE SYRUP-PRE RECEIVE quality procedure must be created.
After the GLUCOSE SYRUP-PRE RECEIVE quality procedure is created, the procedure must be assigned to the glucose syrup corn item (R100040). When a warehouse receipt is created for this item, the pre-receive quality audit will be automatically created.
To set up auto-create pre-receive audits
Choose
, enter quality setup, and then choose the related link.The Quality Setup page opens.
On the General FastTab, turn on Auto-Create Pre-Receive Audits.
When Auto-Create Pre-Receive Audits is turned on and a warehouse receipt is created for an item that has a quality procedure which is marked as Pre-Receive, a quality audit will be automatically created.
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 Default Quality UOM Value Type ATP HOSE Lightning swab Unit Decimal ATP PORT Lightning swab Unit Decimal COA Certificate of Analysis Boolean To add the records, for each record, perform the following steps:
On the action bar, choose New.
In the Code field, enter a code, for example, ATP HOSE.
In the Description field, enter a description, for example, Lightning swab.
In the Default Quality UOM field, if required, enter a value, for example, Unit.
In the Value Type field, enter a type, for example, Decimal.
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:
In the Description field, enter GLUCOSE SYRUP-PRE RECEIVE.
In the Type field, select Item.
On the Lines, add the following records.
| Quality Measure Code | Desired Value | Critical Control Point | Decimal Max | | COA | Yes | Selected (If a Certificate of Analysis does not exist, the entire quality audit will fail.) | | | ATP HOSE | 0 | Selected (If the ATP measurement is above 3, the entire quality audit will fail.) | 3 (The maximum ATP measurement for the hose is 3.) | | ATP PORT | 0 | Selected (If the ATP measurement is above 3, the entire quality audit will fail.) | 3 (The maximum ATP measurement for the port is 3.) |
On the General FastTab, change the Status field to Certified.
To assign a quality procedure to an item
Choose
, enter items, and then choose the related link.The Items page opens.
Select the item for which the quality procedure is to be assigned, in this case, R100040, 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.
To add a line for the GLUCOSE SYRUP-PRE RECEIVE quality procedure, perform the following steps:
In the QP Setup Code field, select the pre-receive quality procedure that was created.
Select the Pre-Receive Audit check box.
Generate a Pre-Receive Quality Audit
After Brad sets up a pre-receive quality audit, Brad can generate a pre-receive quality audit.
Prerequisites
A purchase order was created and released for the Glucose Syrup Corn (R100040) item.
The location that is associated with the purchase order must be set up for warehouse receiving because this walkthrough is using warehouse receipts.
The person performing these steps must be a warehouse employee. To access the warehouse receipt, Brad must be set up as a warehouse employee.
To generate a pre-receive quality audit
Choose
, enter purchase orders, and then choose the related link.The Purchase Orders page opens.
Select the purchase order that was created for the item that is associated with the pre-receive quality procedure, and then on the action bar, choose Manage > View.
The Purchase Order page opens.
On the action bar, choose Process > Create Whse. Receipt.
The Warehouse Receipt page opens.
A dialog box appears and displays a message that indicates that a quality audit was created.
To close the dialog box, choose OK.
A dialog box appears and displays a message that a warehouse receipt was created.
To close the dialog box, choose OK.
On the action bar, choose Navigate > Line > PO Quality Audits.
The Quality Audits page opens and the pre-receive quality audit is listed.
Perform a Pre-Receive Quality Audit
The delivery truck has arrived, and the warehouse worker knows that a pre-receive audit is to be performed. The worker has a handheld device that has JustFood installed, alternatively, these steps could be performed using the Floor application. The worker enters the audit results.
When the worker tests the cleanliness of the port, they discovers that the result is higher than what is permitted for the ATP Port test.
The worker must perform a failed pre-receive quality audit. After the failed pre-receive quality audit is performed, if required, the failed posted quality audit can be viewed.
After the first delivery was sent back and the warehouse receipt was deleted, a new warehouse receipt and quality audit were generated.
A second delivery truck arrives, and the warehouse worker enters the audit results into JustFood.
This time, the results are as expected, so the worker can perform a passed pre-receive quality audit. After the passed pre-receive quality audit is performed, if required, the passed posted quality audit can be viewed.
To perform a failed pre-receive quality audit
Choose
, enter warehouse receipts, and then choose the related link.The Warehouse Receipts page opens.
Select the warehouse receipt that is associated with the delivery, and then on the action bar, choose Manage > View.
On the action bar, choose Navigate > Line > PO Quality Audits.
The Quality Audits page opens.
Select the quality audit for which results are to be entered, and then choose Manage > Edit.
The Quality Audit page opens.
On the action bar, choose Process > Quality Audit Wizard.
The Quality Audit Wizard page opens.
Choose Next.
To enter that there was a Certificate of Analysis for the item, in the Result Value<?b> field, enter Yes.
The Result field is automatically populated with the value of Pass.
Test Complete is turned on.
Choose Next.
To enter the results of the ATP swab on the hose, in the Result Value field, enter 0.1.
The Result field is automatically populated with the value of Pass.
Test Complete is turned on.
Choose Next.
To enter the results of the ATP swab on the port, in the Result Value field, enter 4.
The Result field is automatically populated with the value of Fail.
Test Complete is turned on.
Choose Next.
To finish the audit, perform the following steps:
Turn on Post audit on Finish.
Turn on Close wizard on Finish.
Choose Finish.
The quality audit is posted and the Quality Audit page is closed.
Because the ATP PORT quality measure was a Critical Control Point, when the ATP test fails, the entire audit fails.
To return to the Warehouse Receipt page, close the Quality Audits page.
On the Warehouse Receipt page, choose
. A dialog box appears.
Because the delivery is being refused, Brad must delete the warehouse receipt.
To delete the warehouse receipt, choose Yes.
To view the failed posted quality audit
Choose
, enter purchase orders, and then choose the related link.The Purchase Orders page opens.
Select the purchase order that is associated with the failed quality audit, and the on the action bar, choose Manage > View.
The Purchase Order page opens.
On the action bar, choose Navigate > Warehouse > Finished Quality Audits.
The Finished Quality Audits page opens.
Select the failed quality audit, and then on the action bar, choose Manage > View.
To perform a passed pre-receive quality audit
Choose
, enter warehouse receipts, and then choose the related link.The Warehouse Receipts page opens.
Select the warehouse receipt that is associated with the delivery, and then on the action bar, choose Manage > View.
The Warehouse Receipt page opens.
On the action bar, choose Navigate > Line > PO Quality Audits.
The Quality Audits page opens.
Select the quality audit, 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.
To enter that there was a Certificate of Analysis for the item, in the Result Value field, enter Yes.
The Result field is automatically populated with the value of Pass.
Test Complete is turned on.
Choose Next.
To enter the results of the ATP swab on the hose, in the Result Value field, enter 0.1.
The Result field is automatically populated with the value of Pass.
Test Complete is turned on.
Choose Next.
To enter the results of the ATP swab on the port, in the Result Value field, enter 0.2.
The Result field is automatically populated with the value of Pass.
The Test Complete check box is automatically selected.
Choose Next.
To finish the quality audit, perform the following steps:
Turn on Post audit on Finish.
Turn on Close wizard on Finish.
Choose Finish.
The passed quality audit is posted.
The item can be received because the item passed all of the tests.
The Warehouse Receipt page can now be returned to, and the warehouse receipt can be received and posted.
To view the passed posted quality audit
Choose
, enter purchase orders, and then choose the related link.The Purchase Orders page opens.
Select the purchase order that is associated with the passed quality audit, and then on the action bar, choose Manage > View.
The Purchase Order page opens.
On the action bar, choose Navigate > Warehouse > Finished Quality Audits.
The Finished Quality Audits page opens.
Select the passed quality audit, and then on the action bar, choose Manage > View.