Walkthrough: Update an Item's Lot Property from a Quality Audit

This walkthrough demonstrates the setup steps that are required to have an item's lot property inherit a value from the results of a quality audit.

This walkthrough uses a receiving quality audit, but the same concept applies to any type of quality audit for a lot-tracked item.

A quality audit, that includes Quality Measure Codes with a Property Code, will push the results of the quality measure to the item's lot property.

About This Walkthrough

This walkthrough demonstrates the following tasks:

  • Set up a receiving quality audit, including how to:

    • Create a Property

    • Create a Quality Measure Code

    • Create a quality procedure

    • Assign a quality procedure to an item

  • Generate a receiving quality audit

  • View a receiving quality audit

  • Perform a receiving quality audit

  • View an Item's Lot Property

Prerequisites

  • On the Property Groups page, a GRADE Property Group Code has been defined.

  • 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

Luke at the JF company has ordered 45 pounds of chopped pecans. When the pecans are received, Luke is responsible for visually inspecting the pecans to determine the grade of the product. Because the grade not only applies to the quality audit, but also to the item's lot, Luke wants the result of the quality audit grading to be copied over to the item's lot property.

Set Up a Receiving Quality Audit

To set up a receiving quality audit, Luke must perform the following tasks:

  • Create a Grade property, which will apply to the PECAN RAW CHOPPED (R100630) item's lot and allow users to see the grade of a particular lot of pecans.

  • Create a Visual Check Quality Measure Code.

  • Create a GRADE TEST quality procedure.

  • Assign the GRADE TEST quality procedure to the PECAN RAW CHOPPED (R100630) item.

    When the PECAN RAW CHOPPED (R100630) item is received, the receiving quality audit will be automatically created.

To create a property

  1. Choose Tell me what you want to do, enter properties, and then choose the related link.

    The Properties page opens.

  2. On the action bar, choose New.

  3. Add the following record:

    Code Description Property Group Code Value Type
    GRADE Grade GRADE Code

  4. On the action bar, choose Navigate > Properties > Code Values.

    The Code Property Values page opens.

    Note

    Code property values are not required for an item to inherit the property from a quality audit.

  5. Add the following records:

    Property Code Code Description
    GRADE A Grade A
    GRADE B Grade B
    GRADE C Grade C

To create a Quality Measure Code

  1. Choose Tell me what you want to do, enter quality measure codes, and then choose the related link.

    The Quality Measure Codes page opens.

  2. On the action bar, choose New.

  3. Add the following record:

    Code Description Value Type Quality Measure Group
    VISUAL GRADE Visual Grading Code Grade

  4. On the action bar, choose Navigate > Quality Measures > Quality Measure Code Values.

    The Quality Measure Code Values page opens.

  5. Add the following records:

    Note

    Code property values and Quality Measure Codes are not required for an item to inherit the property from a quality audit. However, if you do use code property values and Quality Measure Codes, it is recommended that you keep the code values the same to keep the data consistent.

    Code Description
    A Grade A
    B Grade B
    C Grade C

To create a quality procedure

  1. Choose Tell me what you want to do, enter quality procedures, and then choose the related link.

    The Quality Procedures page opens.

  2. On the action bar, choose New > New.

    The Quality Procedure Setup page opens.

  3. On the General FastTab, perform the following steps:

    1. In the Description field, enter GRADE TEST.

    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.

  4. On the Lines, in the Quality Measure Code field, enter VISUAL GRADING.

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

To assign the quality procedure to an item

  1. Choose Tell me what you want to do, enter Items, and then choose the related link.

    The Items page opens.

  2. Select the item to which the quality procedure is to be assigned, in this case, R100630, and then on the action bar, choose Manage > View.

    The Item Card page opens.

  3. On the action bar, choose Navigate > Quality > Quality Procedures.

    The Item Quality Procedures page opens.

  4. In the QP Setup Code field, select the GRADE TEST quality procedure that was created.

  5. Select the Audit on Receive check box.

Generate a Receiving Quality Audit

After a receiving quality audit is set up, the receiving quality audit can be generated.

Prerequisites

  • A warehouse receipt was created for the PECAN RAW CHOPPED (R100630) item.

  • In this walkthrough, warehouse receipts are used so the MAIN location that is associated with the purchase order must be set up for warehouse receiving.

  • Luke is set up as a warehouse employee. To access the warehouse receipt, Luke must be a warehouse employee.

To generate a receiving quality audit

  1. Choose Tell me what you want to do, enter warehouse receipts, and then choose the related link.

    The Warehouse Receipts page opens.

  2. Select the warehouse receipt that was created for the PECAN RAW CHOPPED (R100630) item, and then on the action bar, choose Manage > View.

    The Warehouse Receipt page opens.

  3. In the Qty. to Receive field, ensure that a value is entered.

  4. To assign a lot number to the item, perform the following steps:

    1. Select the PECAN RAW CHOPPED (R100630) line.

    2. On the Lines action bar, choose Line > Item Tracking Lines.

      The Item Tracking Lines page opens.

    3. On the action bar, choose Process > Assign Lot No..

      A lot number is automatically added to the Lot No. field.

    4. To close the Item Tracking Lines page and return to the Warehouse Receipt page, choose Close.

  5. On the action bar, choose Posting > Post Receipt.

    A dialog box appears and asks whether you want to post the receipt.

  6. To post the receipt, choose Yes.

    A dialog box appears and displays a message that indicates a quality audit was created.

  7. To close the dialog box, choose OK.

    A dialog box appears and displays a message that indicates that the source documents were posted.

  8. To close the dialog box, choose OK.

View a Receiving Quality Audit

If required, a receiving quality audit can be viewed.

To view the quality audit

  1. Choose Tell me what you want to do, enter purchase orders, and then choose the related link.

    The Purchase Orders page opens.

  2. Select the purchase order that is associated with the quality audit, and then on the action bar, choose Manage > View.

    The Purchase Order page opens.

  3. On the action bar, choose Navigate > Documents > Receipts.

    The Posted Purchase Receipts page opens.

  4. On the action bar, choose Navigate > Receipt > Quality Audits.

    The Quality Audits page opens, and displays the quality audit, which was generated when the warehouse receipt was posted.

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

Perform a Receiving Quality Audit

Using a defined set of standards, Luke checks the pecans that were received to determine what grade to assign them. The resulting grade is then inherited by the item's lot property.

To perform a quality audit

  1. Choose Tell me what you want to do, enter items, and then choose the related link.

    The Items page opens.

  2. Select the item for which a quality audit is to be performed, in this case, PECAN RAW CHOPPED (R100630), and then on the action bar, choose Manage > View.

    The Item Card page opens.

  3. On the action bar, choose Navigate > Quality > Quality Audits.

    The Quality Audits page opens.

  4. Select the quality audit to be performed, and then on the action bar, choose Manage > View.

    The Quality Audit page opens.

  5. On the action bar, choose Process > Quality Audit Wizard.

    The Quality Audit Wizard page opens.

  6. Choose Next.

  7. To enter the results of the visual grading, perform the following steps:

    1. In the Result Value field, enter B.

    2. In the Result field, select Pass.

      Test Complete is automatically turned on.

  8. Choose Next.

  9. 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.

View an Item's Lot Property

If required, an item's lot property can be viewed.

Because a Property Code was associated with the VISUAL Quality Measure Code, when a quality audit with that Quality Measure Code is completed, the item's lot property is updated with the test result.

To view an item's lot property

  1. Choose Tell me what you want to do, enter items, and then choose the related link.

    The Items page opens.

  2. Select the item for which the lot property is to be viewed, in this case, PECAN RAW CHOPPED (R100630), and the on the action bar, choose Manage > View.

    The Item Card page opens.

  3. On the Item Card page, choose Navigate > History > Entries > Ledger Entries.

    The Item Ledger Entries page opens.

  4. Select the line for the lot that was received and graded.

  5. On the action bar, choose Navigate > Entry > Lot No. Information.

    The Lot No. Information page opens.

    The Properties FastTab displays that the lot has a GRADE property value of B. That value was inherited from the results of the quality audit, which was performed when the item was received.

See Also

Quality

Quality Management Walkthroughs

JustFood Walkthroughs