SILVERWARE QUALITY CONTROL SETUP & FUNCTIONALITY IN MICROSOFT DYNAMICS … · 2019-12-19 ·...

Silverware Quality Control

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SILVERWARE QUALITY CONTROL SETUP & FUNCTIONALITY IN MICROSOFT DYNAMICS FOR BUSINESS CENTRAL This document contains information about the Setup and Functionality for Silverware Quality Control in Business Central. Version: 2019.12.06


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Contents INTRODUCTION TO SILVERWARE QUALITY CONTROL ..................................................................................................... 4

SETUPS .............................................................................................................................................................................. 5

QC SETUP ...................................................................................................................................................................... 5

General FastTab ........................................................................................................................................................ 6

Document Approval FastTab .................................................................................................................................... 7

Quarantine FastTab .................................................................................................................................................. 7

Lab Testing/Samples FastTab ................................................................................................................................... 8

Numbering FastTab .................................................................................................................................................. 9

Inheritance FastTab .................................................................................................................................................. 9

COA Reports FastTab .............................................................................................................................................. 10

To Create a Lab Samples Customer ........................................................................................................................ 10

To Associate a Lab Samples Vendor to a Lab Samples Customer .......................................................................... 12

QC QUARANTINE LOCATION ...................................................................................................................................... 15

QC USERS .................................................................................................................................................................... 16

General FastTab ...................................................................................................................................................... 17

System Use FastTab ................................................................................................................................................ 18

QC RESULTS ................................................................................................................................................................ 18

General Fast Tab ..................................................................................................................................................... 19

QC Test Result Card Sub Form Fast Tab ................................................................................................................. 20

To set up a QC Result .............................................................................................................................................. 21

QC TESTS ..................................................................................................................................................................... 23

General FastTab ...................................................................................................................................................... 23

Repeat/Series FastTab ............................................................................................................................................ 24

Result FastTab ........................................................................................................................................................ 25

Result List Validation Fast Tab ................................................................................................................................ 26

Lead Time FastTab .................................................................................................................................................. 26

To Set Up a QC Test ................................................................................................................................................ 27

QC GROUPS ................................................................................................................................................................ 29

General Fast Tab ..................................................................................................................................................... 30

Sampling Fast Tab ................................................................................................................................................... 31

Applies To FastTab .................................................................................................................................................. 31

QC Tests Fast-Tab ................................................................................................................................................... 32


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QC Options Fast Tab ............................................................................................................................................... 32

How To: Set Up a QC Group ................................................................................................................................... 33

How To: Add QC Groups to Item Categories .......................................................................................................... 34

How To: Add QC Groups to an item ....................................................................................................................... 37

ABOUT QC DOCUMENTS ................................................................................................................................................ 38

General FastTab .......................................................................................................................................................... 39

Lab/Samples FastTab .................................................................................................................................................. 40

Source FastTab ........................................................................................................................................................... 41

Inventory FastTab ....................................................................................................................................................... 42

Test Lines FastTab....................................................................................................................................................... 42

CERTIFICATE OF ANALYSIS (CoA) REPORTS .................................................................................................................... 43

OTHER FUNCTIONALITY .................................................................................................................................................. 44

QC To/From Quarantine Worksheets ......................................................................................................................... 44

To Use the QC To/From Quarantine Worksheet .................................................................................................... 44

QC Lot List ................................................................................................................................................................... 46

QC Prod. Measure Documents ................................................................................................................................... 47

QC Source Items ......................................................................................................................................................... 48

To Add QC Source Item Inheritance ....................................................................................................................... 49

SILVERWARE QUALITY CONTROL USER SCENARIOS ....................................................................................................... 51

Set User Experience .................................................................................................................................................... 51

Installation & Setup .................................................................................................................................................... 52

Install Silverware Quality Control Module in Business Central .............................................................................. 52

Run Quality Control License Setup Wizard ............................................................................................................. 54

Import RapidStart Configuration Packages with Setups and Sample Data ............................................................ 57

User Scenario Walkthroughs ...................................................................................................................................... 60

Create and Post Item Journals to Auto-Create QC Documents.............................................................................. 60

Create and Post Production Order Output to Auto-Create QC Documents ........................................................... 63

QC Document Functionality ................................................................................................................................... 70

Reconcile and Post the Lab Vendor Invoice for QC Testing ................................................................................... 85


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INTRODUCTION TO SILVERWARE QUALITY CONTROL The Silverware Quality Control (QC) functionality is described in this document. Within this module, it is possible to execute the following actions:

• Register default inspections and examinations, which need to be performed during the process. • Create QC registrations and documents based on default templates or by user creation. • Register the results of executed inspections. • Block or unblock a lot, based on these results. • Send a CoA (Certificate of Analysis). • Register inventory movements for quality testing and quarantine. • Create internal and external lab samples. • Set program indicators for inheritance of quality control testing and results from source. • Auto-approve QC Documents. • Assign multiple quality control tests and results based on groupings within the program. • Permissions assignment to users and/or user groups for quality control activities.


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SETUPS This section includes general information about the various QC Setups

QC SETUP 1. Click the magnifying glass and in the search box, type in QC Setup.

2. The first page that comes up is the QC Setup list page. There is a card associated, so ensure that is completed in

the setting up of the QC Module. Click Manage, Edit to open QC Setup card.


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NOTE: In the card page, if a user toggles off the Enable box to disable the QC module, all users must close their NAV session for the action to take effect. There is a popup message reminding that all users must close and reopen for the action to take effect.

General FastTab

FIELD NAME FUNCTION Code QC Name Quality Control Address/Phone Number Address and phone number of QC location if different from

company address. Enabled Toggle to enable the QC Module.


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Document Approval FastTab

FIELD NAME FUNCTION Auto-Approve on Entry Close Toggle field to allow Auto-Approve on Entry Close functionality. The

program requires a secondary approval of the QC Test results by someone other than the person entering the test results.

Quarantine FastTab

FIELD NAME FUNCTION Quarantine Use By Options are:

• None • Location: Suggested setup by the program. • Zone

Quarantine Transfer Type Defines what function the Worksheet will use in the background. Options are:

• Manual: Manual Entry. • Transfer Order: In-Transit • Item Reclass. Journal: Suggested setup by the program.

Combine Quarantine Movements

• Yes: The quarantine movements will be combined. • No: The quarantine movements will not be combined. • Prompt: A popup will ask the user if they would like to combine

quarantine movements.

NOTE: For the combining of Quarantine Movements. Used in conjunction with Quarantine Transfer Type of Transfer Order. If Transfer Order is selected, you can combine Quarantine Movements via a transfer order to the Quarantine location.


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Quarantine In-Transit Location The location setup for the Quarantine movements. Quarantine Item Jnl. Template Create a journal template specifically for quarantine. Quarantine Item Jnl. Batch Create a journal batch specifically for quarantine.

Lab Testing/Samples FastTab

FIELD NAME FUNCTION Gen. Prod. Posting Group: Samples

QC specific posting group setup for product testing. This posting group will post to a Lab/Samples G/L account as specified in the Gen. Posting Setup Matrix.

Item Jnl. Template Name: Internal Samples

Create a journal template specifically for Internal Samples.

Item Jnl. Batch Name: Internal Samples

Create a journal batch specifically for Internal Samples.

Lab Purchase Billing Type Default is G/L Account. Lab Purchase Billing Code G/L account where lab transactions are posted. Sample Customer No. Identifies the customer number of which the lab transactions will post. Samples Customer Name The customer name of which the lab transactions will post. Defaulted

once Sample Customer No. is filled in. Combine Samples on Sales Doc.

• Yes: The samples will be combined on one sales document. • No: The samples will not be combined on the sales document. • Prompt: A popup will ask the user if they would like to combine

the samples on the sales document.

NOTE: For combining samples on a sales document. If Yes is selected, the aggregate outstanding samples will be on one sales document. If Prompt is selected, the program will display a message if user would like to combine samples on a sales document.

NOTE: Within the Samples Customer Card, the vendor associated with the invoicing of the samples must be in the Ship-to Addresses as a QC Default for Lab Vendor for the samples to be invoiced. A demonstration for this can be found later in this section. More information of Lab Samples and Testing can be found in the User Scenarios section of this document.


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Numbering FastTab

FIELD NAME FUNCTION QC Document No. Series Specifies the number series to use to create a QC Document. The

program automatically takes the next number from this number series to create a new QC Document. If you leave this field blank, you must manually assign the document number.

QC Prod. Measure Doc No. Series

Specifies the number series to use to create a QC Prod. Measure Document. The program automatically takes the next number from this number series to create a new QC Prod. Measure Document. If you leave this field blank, you must manually assign the document number.

Inheritance FastTab

FIELD NAME FUNCTION Allow Same Source Item No. Toggle field to allow the results from QC Tests to be inherited from the

same source item number of a consumed Lot/Serial number to new output Lot/Serial number.

More information can be found on the QC Source Item Inheritance in the QC Source Items section of this document.


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COA Reports FastTab

FIELD NAME FUNCTION Code Identifies the code of the report. Text Field, up to 15

characters. Name Description of the report input by user for easier

identification from the default name. Text field, 20 characters.

COA Report Selection Report number drop down that corresponds to the Report ID and Report Name.

Address/Phone Number Address and phone number that will print on report. Report ID This shows the number of the relevant source report.

There are six default Certificate of Analysis report layouts.

Report Name Name of source report. Defaults once Report ID has been set.

More information can be found on CoA Reporting in the Certificate of Analysis section of this document. To Create a Lab Samples Customer

• To create a new lab samples customer, click the magnifying glass and type Customers and select the related option.

• From the Customer List page, click New to enter a new Lab Samples Customer.


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NOTE: Within the RapidStart Configuration Package for Cronus USA, the Lab Samples Customer is already setup for use in the User Scenarios. If the Configuration Package has not been imported, the user must set up a new Lab Samples Customer for the Lab Samples functionality to work. To see more about the RapidStart Configuration Package and User Scenarios, go to the Prerequisites section of this document.

• Fill in the Customer card as you would when creating a new customer in standard Business Central. Upon completion of entering Lab Samples Customer information, close out of the newly created Lab Samples Customer card.

• From the Home screen, click the magnifying glass and type QC Setup Card and click the related option.


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• Within the QC Setup Card, locate the Lab Testing/Samples FastTab and within the Sample Customer No., enter in the newly created Lab Samples Customer number from the dropdown.

• The Lab Samples Customer can now be associated with a Lab Samples Vendor.

To Associate a Lab Samples Vendor to a Lab Samples Customer

• To associate the Lab Samples Customer with the Lab Samples Vendor for invoicing, click into the Sample Customer Name field.


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• Click Manage/Edit to edit the Lab Samples Customer card.

• Within the Home ribbon, click Navigate/Customer/Ship-to Addresses to add the vendor for invoicing of the samples.

• Click New or Manage/Edit to enter the Lab Samples Vendor for invoicing of the samples.


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• Fill in the General tab as a normal Ship-to Address.

• On the QC Tab of the Ship to Address card, click the dropdown in the QC Lab Vendor No. field to associate a vendor as the QC Lab Vendor for samples invoicing. Toggle on the QC Default for Lab

Vendor field to default the vendor on associated QC Documents for external samples. The lab customer and its associated vendor are now set up for sampling.


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QC QUARANTINE LOCATION A QC Quarantine Location is a location within the program where quality control testing is done before the item’s Lot/Serial number can be consumed or sold.

• To set up a QC Quarantine Location, navigate by clicking the magnifying glass and in the search box type Locations.

• Click New or Manage/Edit to set up a new QC Quarantine Location or edit one.


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• The setup for a QC Quarantine Location is identical to a standard NAV location except for the QC FastTab. Within the QC FastTab, there is a toggle field named QC Quarantine Location. If checked, the program asserts that this location is the QC Quarantine Location and all inventory movements to and from this location are tracked with quality control testing and results.

QC USERS Each user who performs quality control activities can be setup as a QC User and assigned to a specific setup within the QC Module. The QC User setup filters all QC activities based on the toggle field within the QC User setup so that the user can only perform the specified activities as dictated from the System Use FastTab on the QC User setup.

• Navigate to the QC Users page by clicking the magnifying glass and type QC Users in the search box.


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• Click New or Manage/Edit and the QC User card opens.

General FastTab

FIELD NAME FUNCTION

User ID: Select from the dropdown the appropriate user. Full Name/Signature Enter the name of the user. Initials Enter the initials for the user.


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System Use FastTab

FIELD NAME FUNCTION Advanced Setup Allowed Toggle to allow for setup beyond what the basic QC

allows. Inventory QC Toggle to identify that the user has access for the

Inventory QC functionality. Production QC Toggle to identify that the user has access for the

Production QC functionality.

NOTE: QC User Setup is not a requirement in the QC Module. QC User Setup is a best practice to enforce permissions in the QC Module based on specific quality control activities.

QC RESULTS

QC Results are the values or options of the quality control test results that can be setup once to allow for the duplication on several QC Tests and multiple QC Groups. Within QC Results, you can enter the target result option/value and the tolerances within based on the QC Test and specified QC Results code. NOTE: QC Results must be setup first in order to then attach to a QC Test. Once the QC Results have been attached to the QC Test, it can then be used in within QC Groups and subsequently in a QC Document. The sections within this document are setup to reflect this order of operation.

• Navigate to QC Results by clicking on the magnifying glass and in the search box type QC Results. Click New or Edit to open a QC Result Card.


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General Fast Tab

This section has the following fields for QC Results.

FIELD NAME FUNCTION Code QC Tests code. User defined. Description The description field for the QC Tests code. Type • Option: Requires an option. User defined.

• Text: Free form text by user. • Integer: A number value. • Decimal: A decimal range.


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NOTE: Type is the correlation from Result Option/ Range name. For example, if the Type = Decimal, the subsequent Result Option/Range Name will be an option or range relating to a decimal value.

Minimum Value The least value allowable. Maximum Value The highest value allowable.

QC Test Result Card Sub Form Fast Tab

The following fields are found on the QC Test Results card and the QC Test Results fast tab on the QC Tests Card.

FIELD NAME FUNCTION Result Option/Range Name The option and range as related in the Type field on

the General fast tab and the QC Result Code in the Result List Validation tab.

Result Value/Filter The value and filter based on the Type field in the General fast tab and the Result Value Inheritance field on the Result List Validation tab.

Result Status Status of the QC Test. Options are: • In Process • Completed • Pass • Fail


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Result Classification Code Code to be printed on the CoA. Result Minimum Value The lowest value the QC Test will allow for a status of

Pass/Fail. Result Maximum Value The highest value the QC Test will allow for a status of

Pass/Fail.

To set up a QC Result

• To set up QC Results click magnifying glass and type QC Results and select the related option.

• From the QC Results List page, click New and a new QC Results card will open.

• Within the QC Result card, fill in the General Tab fields as described in the above section.


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• On the QC Test Result Card Subform, fill in the following fields as described above.

• Click the back arrow to close out of card.


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QC TESTS QC Tests are a set of parameters to allow for the testing of quality control on specific items within the program. QC Tests are user defined and can be added to the QC Groups to allow for multiple test assignments within the QC Groups. NOTE: The QC Results must be setup before the QC Tests can be created. Once the QC Tests are created, the QC Groups can then have the QC Tests with the corresponding QC Results attached to an item or a group of items. General FastTab

This section has the following fields for QC Tests:

FIELD NAME FUNCTION No. Number of the QC Test created. Description The description field for the QC Tests code. Type Type is the correlation from Result Option/ Range

name. For example, if the Type = Decimal, the subsequent Result Option/Range Name will be an option or range relating to a decimal value. Select from the drop down:

• Option: Requires an option. User defined. • Text: Free-form text by user. • Integer: A number value. • Decimal: A decimal range.

Unit of Measure Code The unit of measure the test is recorded. Unit of Measure The unit of measure as defined from the standard

NAV Unit of Measure table.


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Repeat/Series FastTab This section has the following fields for QC Tests.

FIELD NAME FUNCTION Allow Repeated Toggle to allow for the test to be repeated when

added to a QC Groups. NOTE: An example would be a temperature QC Test done multiple times within a production run.

Repeat Test Type • None: If Allow Repeated is toggled and Repeat Test Type is None, the program will allow the test to be repeatable in one group without setting up the series.

• Series: If Allow Repeated is toggled and Repeat Test Type is Series, the program will allow the tests to be repeatable within the group. NOTE: If Repeat Test Type is Series, the Repeat Test Minimum/Maximum and Result Validation fields must be filled in. This is not required on Repeat Test Type =None.

Repeat Test Default Value • First: The first tested value within the series will be used.

• Last: The last tested value of the series will be used.

• Minimum: The minimum test value of the series will be used.

• Maximum: The maximum test value of the series will be used.

• Average: The average test value of the series will be used.

• Total: The total of all the test values will be used.

Repeat Test Minimum Count Minimum requirement the test can be repeated. Repeat Test Maximum Count Maximum requirement the test can be repeated. The

maximum must always be equal to or greater than the min

A complete walk through for Series Testing on a QC Prod. Measure Document can be found in the User Scenario: QC Prod. Measure Document section of this document.


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Result FastTab Once a QC Document exists, values are captured through result entries. This section has the following fields for QC Results.

FIELD NAME FUNCTION Result Validation List of allowable results for the QC Tests. Options are:

• None: There are no result validations. • Any: Any value is acceptable for validation. • Result List: The values are predefined from

the QC Test Results.

Block on Fail Status The lot will be blocked from consumption and/or sale on a status of failed within the QC Tests.


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Result List Validation Fast Tab This section has the following fields for QC Results.

FIELD NAME FUNCTION QC Result Code The code of the QC Results as defined in the QC

Result card. Result Option Inheritance • None: No inheritance of the QC Result

Options will take place from the source Lot/Serial number to the new Lot/Serial number.

• Copy/Defaults: The options will be inherited and defaulted in from the source to allow for editing on the QC Test Results fast tab.

• Copy/Fixed: The options will be inherited, but will be fixed options, which disallows editing on the QC Results fast tab.

Result Value Inheritance • None: No inheritance of the QC Result Value will take place from the source Lot/Serial number to a new Lot/Serial number.

• Copy/Defaults: The values will be inherited and defaulted in from the source to allow for editing on the QC Results fast tab.

• Copy/Fixed: The values will be inherited, but will be fixed values, which disallows for editing on the QC Results fast tab.

Lead Time FastTab This section has the following fields for Lead Times.


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FIELD NAME FUNCTION Lead Time Calculation • Serial: Indicates the lead time will be based

on operations being performed consecutively on lots of material.

• Parallel: indicates the lead time will be based on two or more separate, unrelated operations performed at the same time on lots of material.

Lead Time Days A date calculation for production end. For example, a serial lead time date calculation would be Production Order Ending Date + Lead Time Calculation = Lead Time Days. If the production order has an ending date of 5/31/19 and the lead time calculation is serial and the production started on 5/26/19, the Lead Time Days field would be 5D.

To Set Up a QC Test

• Navigate to QC Tests by clicking magnifying glass, in the search box type QC Tests and select the related option.

• The QC Tests list page opens, click New to open the QC Tests Card.


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NOTE: QC Tests must be assigned to QC Groups. The program does not allow for QC Tests to be assigned to an item or routing individually.

• Within the QC Test card, fill in the applicable FastTab fields as described in the above section.

• Once the applicable fields are completed, the user can then attach QC Results to the QC Tests.

• To attach the QC Results to QC Tests, click into QC Result code and select the QC Results.

• The QC Test Results will populate based on the information entered in the Result Validation field as described in above section.


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• The QC Test can now be attached or used within QC Groups.

NOTE: In this example of QC Test “Viscosity”, we added the QC Results code of the same name we set up in the prior demonstration in the QC Results section.

QC GROUPS QC Groups allow the creation of QC Tests for items the program requires for QC testing. QC Groups are a way to house all tests related to the item to be tested in a predefined format or grouping. QC Groups also allows for tests belonging to a QC Groups to be replicated and/or combined in a different QC Groups. An example of this would be a QC Groups for a production run. Within QC Groups, the user would have the ability to record consistent various measurements and input the registrations all within one grouping that can be attached to an item or routing as well.

NOTE: When QC Groups are attached to an item or routing, the program asserts that the tests within the QC Groups must be registered and completed before that item can be consumed or sold. To further this within the QC Module, on attachment of QC Groups to an item or routing, the program will create a QC Document for any positive adjustment of inventory when there is a related QC Groups on an item or routing.

The exception would be where an item is set to inherit the testing and results. In this case, the item adjustment would then be linked to the source QC Document’s testing and results. More information can be found on the QC Source Item Inheritance in the QC Source Items section of this document.


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1. Navigate to QC Groups by clicking on the magnifying glass and in the search box type QC Groups.

2. Click New to create a new QC Groups.

Within the QC Groups card, the following fast tabs and field definitions are found

General Fast Tab This section indicates the naming convention and description of the QC Groups.

FIELD NAME FUNCTION Code Code for the QC Group. Description The description field for the QC Group code.


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Sampling Fast Tab This section indicates the parameters set within the program for internal and external lab samples.

FIELD NAME FUNCTION Sampling Required Options from the drop down:

• Entire Lot: Sample of entire lot is required. • % of Lot: Percentage sample of lot is required. • Fixed Qty: A fixed quantity for samples based on the

item’s unit of measure as related in the Sampling Value field.

• Variable: Assumed set of values, when variable is selected, the Sampling Value field is non-editable.

NOTE: Sampling is required based on State regulations for cannabis material.

Sampling Value The value of the sample required. Scrap Required • Entire Sample

• % of Sample • Fixed Qty • Variable

Scrap Value The value of the scrap required.

A complete walk through on Internal and External sampling processes can be found in the QC Document Functionality section of this document.

Applies To FastTab This section indicates the application of the QC Groups settings as it relates to Lots and Serial numbers.

FIELD NAME FUNCTION Applies to Lot Handling If enabled, the QC Group settings apply to Lot

Handling.


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Auto-Create Lot Info Select if it is desired for the program to auto-create lot information cards. Options are:

• Yes • No • Prompt

Applies to Serial No. Handling If enabled, the QC Group settings apply to Serial No. Handling.

Auto-Create Serial No. Info Select if it is desired for the program to auto-create Serial No. Info Cards. Options are:

• Yes • No • Prompt

QC Tests Fast-Tab This section displays the values for the QC Tests. These lines can be completed/updated through the QC Groups and QC Tests page. The lines are populated with all the tests selected to be completed on the QC Document defined by the QC Groups. Like Account Schedules in standard NAV, the program allows for editing within the tab for specific sections, formulas and lines. The lines that are marked Test within the QC Tests tab that are noneditable are defined from the QC Tests page described later in this document.

QC Options Fast Tab This section only displays the values from the QC Tests. These lines can only be completed/updated through the QC Tests page. The Lines are populated with all the tests selected to be completed on the QC Document as defined by the QC Groups. Options are Pass/Fail only unless the filter is set on the line within QC Tests tab as formula, then the values are reflected as filtered specific to the parameters set in QC Tests tab.


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How To: Set Up a QC Group 1. Navigate to QC Groups by clicking magnifying glass, in the search box type QC Groups and select the related

option.

2. The QC Groups list page opens, click New to open the QC Groups Card.

3. Within the QC Groups card, fill in the applicable FastTab fields as described in the above section.

4. Once the applicable fields are completed, the user can then attach QC Tests to the QC Groups. To attach the QC Tests to QC Groups, go to QC Tests FastTab and in the No. field from the dropdown, enter in the QC Test. The


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QC Options FastTab will populate based on the information entered in the No. field as described in above section.

5. Once all QC Tests have been added to the QC Group card, the QC Groups can be added to an item or group of items as described in the section below.

How To: Add QC Groups to Item Categories Within QC and standard NAV, the program has Item Categories. These Item Categories are used to group default item setup values for easier creation of new items. The user can default posting groups, attributes, costing method and parent categories within standard NAV. With the addition of the QC Module, the user can assign default QC Groups for testing all items within the Item Category.

6. To add a QC Groups to an Item Category card, navigate by clicking the magnifying glass and in the search box

type Item Categories and select the related option.


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7. Click New or Edit to create or review Item Category car

8. Within the QC Groups tab, the user can select an existing QC Groups to add to the Item Category card or create a new QC Groups by clicking Manage/QC Groups.


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9. Once QC Groups has been attached to the Item Category, there will be a pop-up box and the program will ask if the user would like to assign the QC Groups to all the items within the code. If Yes is clicked, the QC Groups will now be a record on each item within the Item Category and accessible on the Item Card.

10. The user would then repeat this process for each Item Category and QC Groups.


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How To: Add QC Groups to an item

1. If the user wanted to add QC Groups to an individual item and not the Item Category, navigate by clicking the magnifying glass, in the search box type Items and select the related option.

2. Click into the item you wish to assign the QC Groups, select the apropos QC Groups and close out of the item card.


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ABOUT QC DOCUMENTS Within the QC Module, all processes center around the QC Document. The QC Document is associated with a lot or multiple lots. QC Documents list page shows all QC Documents. Filter views can be added to display different QC Document statuses. A complete walk through on QC Documents can be found in the User Scenarios section of this document. 1. To navigate to QC Documents, click on the magnifying glass and type QC Documents and click the related link.

2. This will take you to the QC Documents list page.


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3. Click into any document or Manage/Edit to show the QC Document card.

Each QC Document has the following information:

General FastTab

FIELD NAME FUNCTION No. Specifies the QC document number. This can be entered manually or

have the program fill in the number automatically. The number must be unique.

Status In Process Completed Pass Fail Awaiting Approval

Estimated COA Date Estimated date for completion of Certificate of Analysis report. QC can generate and print multiple Certificate of Analysis (CoA).

Created Date Time Date/Time stamp of when the document was created. Created by User ID The user ID that created the document.


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Block on Fail Status The program will block a QC Document/Lot/Serial number from being consumed, produced or sold when it fails to pass the QC tests. Defaulted from the Result tab field within a QC Test.

Lab/Samples FastTab This section is used when generating and sending samples to an outside lab for testing.

FIELD NAME FUNCTION Lab Vendor No. The vendor associated with processing lab samples. External Report No. The lab vendor’s report number generated outside the program. Vendor Invoice No. Invoice number of source document for lab sample. Program

generated, will be blank upon invoicing of the document as it is now a posted purchase invoice.

Invoiced Toggle field to identify if the invoice has been posted. If unchecked, program will allow a look up of the Vendor Invoice No. and a view of document. If checked, program will allow a look up of the Posted Purchase Invoice No. and a view of the document.

Posted Purchase Invoice No. Posted source document number for lab sample. Program generated hyperlink.

Sample Customer No. Lab Customer hyperlink. Sample Ship: To Address Code The ship to address from the Lab Customer Card. Sample Sales Order No. Identifies the sales order number. Upon post of the order, the field

will be blank as the program has moved the status of open order to shipment to posted invoice.

Sample Sales Shipment No. Identifies the number of the posted sales shipment. Program generated drill down and view.

Sample Sales Invoice No. Identifies the number of the posted invoice. Program generated hyperlink.

QC Unit of Measure Code The unit of measurement for the lab sample derived from the Unit of Measure table within the program.

QC Unit of Measure Name Corresponding name to the QC UOM field.


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Source FastTab This section indicates to which item the QC Document is linked.

FIELD NAME FUNCTION Item No. Source Item number hyperlink. Variant Code Source Variant Code hyperlink of Source Item number. Lot No. Source Lot number hyperlink to the Lot Information List page. Serial No. Source Serial number, if Serial numbers are being used. If not, the

serial number will be blank. Lot Description Description of source lot number hyperlink. Lot Description 2 Description two of source lot number hyperlink. Document Source System generated or manually generated defaulted from the source

document. Non-editable. Source Type Section lines from source document, when referenced, will be

automatically inserted (non-editable) for visibility. Source Name Hyperlink of source document. Drill down possible if the document is

open. Source Subtype Section lines from source document, when referenced, will be

automatically inserted (non-editable) for visibility. Source ID Section lines from source document, when referenced, will be

automatically inserted (non-editable) for visibility. Source Batch Name Section lines from source document, when referenced, will be

automatically inserted (non-editable) for visibility. Source Prod. Order Line Section lines from source document, when referenced, will be

automatically inserted (non-editable) for visibility. Source Ref. No. Section lines from source document, when referenced, will be

automatically inserted (non-editable) for visibility.


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Inventory FastTab

FIELD NAME FUNCTION Inventory Qty. Hyperlink to take the user to the Item Ledger Entries filtered by:

• Item No. • Variant Code: If applicable. • Lot No. • Serial No.: If applicable. • Qty.: The sum of the remaining qty available.

Issued Sample Qty. Hyperlink to take the user to the Item Ledger Entries filtered by: • Item No. • Variant Code: If applicable. • QC Type: Sample • QC Setup Code: QC • QC Document Group Code: If applicable. • QC Document No.: Completed with the Document number

linked.

Test Lines FastTab This section displays the values from the test entries. The Lines are populated with all the tests selected to be completed on the QC Document defined by the QC Groups. These lines can only be completed/updated through the QC Result Entry page.


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CERTIFICATE OF ANALYSIS (CoA) REPORTS Within the QC Module, the program can produce Certificate of Analysis reports for lab analysis and state requirements. The program has six out of the box reports for Certificate of Analysis. You can find the reports by clicking the magnifying glass and in the search box type QC Documents. You can click on Report in the header and either print or preview the report.


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OTHER FUNCTIONALITY

QC To/From Quarantine Worksheets There will be times within production that Lot/Serial numbers will need to be put on a quality hold for a variety of reasons. The program allows for these quality holds by way of the QC to Quarantine Worksheet. It also allows for movements out of the quality hold from the QC from Quarantine Worksheet. These movements, much like inventory movements, are done within this worksheet to transfer the inventory to a quarantine location and/or bin for further testing, rework or disposal. The process of the movements is done by the subsequent creation of an item reclass journal or transfer order, dependent on Quarantine Transfer setup in QC Setup, that populates with the information from the QC to/from Quarantine Worksheet.

To Use the QC To/From Quarantine Worksheet 1. In the search box, enter QC to Quarantine Worksheet and click the related link. This will open the Item List

Page.

2. In the Filtering section, you have the option to filter by several different options.


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3. Once you filter to show just the items to reclass, select the Quarantine Location on the line. If bin codes are being used, select the Quarantine Bin Code.

4. Once all lines that need to be quarantined have the quarantined location and/or bin code, click the Process/Create Item Jnl. For All.

5. A pop-up appears “Create Item Journal Line for Quarantine Movement” or “Do you want to Open the Item Journal with Quarantine Entries”. Select Yes. This will open the Item Reclass Journal.


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6. Review the journal and click Post in the Home ribbon.

NOTE: The reverse functionality works in the QC from Quarantine Worksheet. QC Lot List In standard NAV the Lot No. Information List is not accessible. The way to access the lot card is by going through an Item Lot. In the QC Module, this page is now accessible via searching. However, this list does not reference anything associated to QC.

1. To see more information by lot with QC information, click the magnifying glass and enter QC Lot Information

List. Select the related option.


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2. The QC Lot Information List is a snapshot of all lots with quality control activity. From the list page view, the

user can see the item, lot/serial number, various statuses and quantities throughout the quality control process. There are also additional fact boxes that the user can review as well.

QC Prod. Measure Documents In addition to the QC Documents, the QC Module has a related document called the QC Prod. Measure Document. This document’s purpose is for repeatable testing that would mimic the kind of quality control testing that is happening in real time on the production floor. This document and its setup are identical to QC Documents as discussed under the QC Documents section of this document.


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1. To setup or review the QC Prod. Measure Document, navigate by clicking the magnifying glass and in the search box type QC Prod. Measure Documents.

2. In this example, the document requires multiple test lines throughout the production for recording. From the ribbon, the user can re-open the document, re- test or get consumption lines to link to the document. Within the QC Module, you can do standardized QC Tests or Series Testing.

QC Source Items QC Source Items are used to inherit quality control testing and results from the source item Lot/Serial number to a new item Lot/Serial number. Once a QC Source Item is set on an item card, the program will then translate all source documents to the item Lot/Serial number that is set to inherit the testing and results. The program allows for an item to inherit its own testing and results. This would be used when the items Lot/Serial number is split into multiple lots.


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On setup of items, it is best practice within the QC Module to set an item’s QC Source Item to inherit from itself as it provides full traceability from the source Lot/Serial number regardless of how many QC Source Items are set on an individual item.

The program accounts for multi-level source item lot tracing based on the source inheritance rules. In the case of adding a QC Source Item to an item that will inherit tests and results, the QC Groups should be left blank on the item card as the program will inherit all testing and results from the source item, not the individual item’s QC Groups. To Add QC Source Item Inheritance

1. In the search box, enter Item and click on the related link.

2. With the item highlighted, click the Item/QC Source Items button in the Home ribbon.


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3. This will open the QC Source Items list page. Click on the New button in the ribbon.

4. Enter the Source Item No. code that the QC Results will inherit.

5. Click OK. The item will now inherit QC testing and results.


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SILVERWARE QUALITY CONTROL USER SCENARIOS These setups scenarios are intended for use in the CRONUS USA, Inc. company in Business Central.

Set User Experience Silverware Quality Control is intended for use with the Premium User Experience. 1. Search for and clink the link for Company Information

2. In the User Experience tab, click the AssistEdit (…) button in the Experience field

3. Select/highlight the Premium line and then click OK.


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Installation & Setup The following files should be included with your installation package:

• Two RapidStart Configuration Packages o PackageUS.ENU.EXTENDED.rapidstart o PackageMS QC RAPID START.rapidstart

Install Silverware Quality Control Module in Business Central To enable use of the Silverware Quality Control Module, the user must first install the QC Module and activate the QC Setup. 1. To install the QC Module, click the magnifying glass and type Extension Management.

2. Locate Silverware Quality Control and click into Not Installed. The Extension Installation screen will appear.


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3. Click Next then Install. Upon successful installation, a popup will show the extension has been successfully installed and all active users must sign out and in again to see the updated changes.

4. Click the I accept the terms and conditions toggle then click Install.


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5. Click OK and sign out and in to use QC Module.

Run Quality Control License Setup Wizard To enable use of the Silverware Quality Control module, the user must first run the Quality Control License Setup wizard. 1. To access the setup wizard, click the magnifying glass and type Quality Control Central License Setup and click

the related link.

2. Upon clicking Quality Control License Setup, the user will receive a prompt, “Quality Control has not been

setup. Do you wish to walk through an Assisted Setup?” Click Yes to continue.


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3. The program will then ask if you have an existing license. Assuming you do not, click Next without toggling the field to continue.

4. Check Activate Company for the Company (or Companies) for which you wish to activate Silverware Quality

Control. Click Next.


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5. Fill in the Contact and Company information and click Finish.

6. Upon successful setup the program will display the following message. Click OK.

7. You will then receive the following notification. Click OK to acknowledge the message and then sign out and

back into Business Central to activate the changes.


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Import RapidStart Configuration Packages with Setups and Sample Data This is the package that contains QC Setups and sample data required for User Scenario Walkthroughs. 1. Search for and click on the Configuration Packages link.

2. Click Process/Import Package.

3. Click Choose.

4. Find and select the PackageUS.ENU.EXTENDED file (or applicable RapidStart file) and click Open. This will bring

in the Configuration Package including default setups and sample data.


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5. Open the imported Configuration Package and apply package data by clicking Process, Apply Package.

6. Select Yes at the prompt.

7. Click OK when the process is finished running. There should not be any errors to review or resolve.

8. Close the page to go back to the Configuration Packages list page.

9. Click Process/Import Package.

10. Click Choose.


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11. Find and select the PackageMS QC RAPID START file (or applicable RapidStart file) and click Open. This will bring in the Configuration Package including default setups and sample data.

12. Open the imported Configuration Package and apply package data by clicking Process, Apply Package.


14. If you get the following message, select Yes (as many times as necessary).


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15. Click OK when the process is finished running. There should not be any errors to review or resolve.

16. Close the Configuration Package card and list page windows to return to the Role Center.

User Scenario Walkthroughs These walkthroughs are focused on Silverware Quality Control-specific functionality. For standard Dynamics 365 Business Central processes, please refer to Microsoft’s documentation. The following walkthroughs are done from the Business Manager profile/role center.

Create and Post Item Journals to Auto-Create QC Documents In this scenario, we will create and post an Item Journal entry for items 1000, 1001 and 1896-S in order to auto-create the related QC Documents. 1. Search for and click on the Item Journals link.

2. Within the Item Journal Default Batch, create three Positive Adjmt. lines for items 1000, 1001, 1896-S and add

the following information for each line. a. Entry Type: Positive Adjmt. b. Location Code: Blue c. Quantity: 100


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3. From the first line, click Line, Item Tracking Lines.

4. Within the Item Tracking Lines page, type a lot number. This can be a free entry number as the item is not lot

entry specific. In the Quantity (Base) field, enter 100. Then click Close.

5. Repeat step #4 for each line in the journal. 6. Click Post/Print and then Post to post the journal batch.


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7. A popup window will appear, “Do you want to post the journal lines?” Click Yes.

8. The journal lines have now been posted. Click OK.

9. Close the page to return to the Role Center.

10. This has now created QC Documents for each of the items to be used in the User Scenario: QC Document. You

can see the newly created documents by searching for and clicking on QC Documents.

NOTE: QC Documents are automatically created for newly created item lots for items that are lot-tracked and have one or more QC Groups assigned to them.


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Create and Post Production Order Output to Auto-Create QC Documents In this scenario, we will create demonstrate how QC Production Measure Documents can be used to capture quality metrics during production and how a QC Document can be auto created when posting production Output from a Released Production Order. 1. From the Role Center page, click magnifying glass search for and select Released Production Orders.

2. From the Released Production Order list page, select New from the ribbon.

3. Populate the Released Production Order using standard NAV functionality as follows: a. General Tab

i. Source Type = Item ii. Source No. = 1000

iii. Quantity = 10


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b. Posting Tab

i. Location Code = BLUE

4. Click Process, Refresh Production Order.

a. Accept all default selections and click OK.


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5. If you recall during the Setups, when adding a Routing to Item #1000, we added the TEMPERATURE QC Group Code to two of the Work Centers for Routing No. = 1000. This caused two QC Production Measure Documents to be created and associated with the production order.

6. During the production process, you can record appropriate measurements, metrics, etc. by recording them in the applicable QC Documents. For example, to post a Temperature measurement at the start of the production process, let’s enter results into the first Prod. Measure Document.

a. Select the first QC Prod. Measure Document in the Prod. Measure Documents Factbox of the production order. Then click the dropdown arrow next to the Factbox title and select QC Result Entry.

b. Enter a valid test result value in the Value (Text) field (notice the valid result options in the Factbox).


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7. Post the results by clicking Post in the ribbon

8. Select Yes at the prompt

9. Click OK once the journal is successfully posted and the close the page to return to the Released Production Order.

10. Notice the update to the status of the Prod. Measure Document in the Factbox in the Released Production Order.

NOTE: You can perform this function for any QC Production Measure Documents associated with the production order at any point in the process as needed.


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11. To proceed with posting production output, in the Lines tab from the Released Production Order card, select Line, Production Journal.

12. From the Production Order screen highlight Output line 40. In the ribbon click Line, Item Tracking Lines.

13. Enter in a free entry lot number in Lot No. field and a quantity of 10 in the Quantity (Base) field and Close out of the page.


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14. Back in the Production Journal, 0 out the Consumption Quantity for all of the component items (these are not needed for this example).

15. In the ribbon, click Post/Print, Post.


17. Click OK at the success notification and then Close the Production Journal.


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18. On the Released Production Order card, you should now have a finished quantity of 10.

19. To view the QC Document generated from the production Output posting, search for and select QC Documents.

a. Notice the one with the lot number you created from the production order.


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QC Document Functionality The following scenarios are functions that can be performed within the QC Document. To Prepare an Internal Sample In this scenario, an item has been received that requires a QC Document and internal sample testing. Please use the QC Document created from the item journal, on item 1000, Bicycle, in the Create and Post Item Journals to Auto-Create QC Documents section above. 1. In the search box, enter QC Documents and click the related link. This will open the QC Documents list page.

2. Locate the QC Document for Item No. = 1000 with the Lot No. that you assigned to this item in the Create and Post Item Journals to Auto-Create QC Documents section above.

3. With the document highlighted, click on the Manage, Edit button in the ribbon.


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4. In the General FastTab, populate the Estimated COA Date with a date that will represent when the QC sample COA is estimated to be available.

5. In the ribbon, click Entries, Prepare Internal Sample.

6. Enter the Sample Qty of 1 and a location code of BLUE. Click OK.

7. Click Yes at the prompt to open the Item Journal.


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8. The Item Journal will open with the sample information to be removed from inventory. Click Post/Print and Post the journal.

9. Select Yes at the prompt to post the journal.

10. A popup window will appear that the journal lines were successfully posted. The sample can now be tested internally. Click OK to exit screen.

11. Close all pages to return to the Role Center.

To Prepare External Sample In this scenario, an item has been received that requires a QC Document and external sample testing. Please use the QC Document created from the item journal, on item 1001, Touring Bicycle, in the Create and Post Item Journals to Auto-Create QC Documents section above. 1. In the search box, enter QC Documents and click the related link. This will open the QC Documents list page.


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3. In the General FastTab, populate the Estimated COA Date with a date that will represent when the QC sample COA is estimated to be available.

4. In the Lab/Samples FastTab, complete the following: a. Lab Vendor No. Select from the dropdown the vendor number for the testing laboratory. In this

scenario we will use the Lab Vendor that was imported via the RapidStart package.


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b. Notice that the Sample Ship to Address Code populated automatically (this is from the setup in the

Lab Customer Ship-to Address card).

c. External Report No. Enter “001”.

5. In the ribbon, click on the Entries, Prepare External Sample button.

6. This will open the SW QC Sample Qty Entry window. Enter the Sample Qty. of 1 to be sent to the laboratory. Then select the Issue from Location Code. In this scenario we will use BLUE location. Click OK.


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7. You should receive a notification that a Sales Order was created. Click OK.

NOTE: If there is already an existing sample Sales Order for the same Lab Customer/Ship-to Address, a popup will appear inquiring to add the sample to the existing or to create a new order. If you select Yes, your sample will be added to the existing Sales Order. If you select No, a new sample Sales Order will be created.

8. On the QC Document, in the Lab/Samples FastTab, note that the Sample Sales Order No. is now populated with

the Sales Order as a hyperlink. Click the link to open the sales order.


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9. Click Line/Show Document to open Sales Order.

10. In the Shipping and Billing FastTab of the Sales Order, note that the Ship-to code for the Lab vendor is populated along with the correct address.

11. Note that the Lines FastTab is populated with the pertinent information on the line based on the QC Document. Also, there are text lines identifying the lot and QC Document number the sample is associated with.

NOTE: There is no Unit Price Excl. Tax populated on the order. QC Samples default to $0.00.


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12. In the ribbon, click Posting, Post, and the select the Ship and Invoice option. Click OK to finish posting the sample Sales Order.

1. If you are prompted to open the posted invoice, select No.

2. Close all pages to return to the Role Center.

To Enter Standard QC Test Results In this scenario, the sample testing results have been returned from the outside laboratory for item 1001, Touring Bicycle. 1. In the search box, enter QC Documents and click the related link. This will open the QC Documents List Page.


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4. In the QC Document, click Process, QC Result Entry.


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5. In the QC Document Journal, enter valid test results in the Value (Text) field. Based on the test setup, the status will populate Pass or Fail based on the criteria in the Results Status field. In this scenario, you will enter value options so the test will pass. Choose the passing values from the QC Document Line Options FactBox.

NOTE: All lines should have a Result Status of Completed or Pass. Note that test result entry lines with these statuses will turn green when you leave the record. If you enter a value that triggers a Fail result, then the line will turn red. This is a warning indicator only as some results may truly result in a status of Fail.

6. Once all results are entered, click on the Post button in the ribbon.

7. Click Yes to post.

8. A pop-up indicated that the journal lines were successfully posted will appear. Click OK.


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9. With the passed QC Document posted, the document will show a status of Pass and the result values will

populate within the test lines on the QC Document.

10. Close all pages to return to the Role Center. To Enter Series QC Test Results This scenario is to enter testing results for the Item 1896-S that was posted in the previous Item Journal. 1. In the search box, enter QC Documents and click the related link. This will open the QC Documents List Page.


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2. Locate the QC Document for Item No. = 1896-S with the Lot No. that you assigned to this item in the Create and Post Item Journals to Auto-Create QC Documents section above.

3. With the document highlighted, click on Manage, Edit in the ribbon.

4. In the QC Document, click Process, QC Result Entry.


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5. In the QC Document Journal, enter valid test results in the Value (Text) field on all rows except the second row. Based on the test setup, the status will populate Pass or Fail based on the criteria in the Results Status field. In this scenario, you will enter value options so the test will pass. Choose the passing values from the QC Document Line Options FactBox.

6. Now select/highlight the second line. However, note that you receive the following popup if you try to enter a value in the Value (Text) field. Although we could click Yes to open the Series Value Entry page, click No.

7. This time, with the second line selected, click Series Value Entry in the ribbon.

a. Within the QC Journal Line Series Entry page, on the first line, enter the following:

i. Testing Date: 1/20/2020 ii. Testing Time: 8:00 AM

iii. Value (Text): 1.65

b. On the second line, enter the following information: i. Testing Date: 1/20/2020


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ii. Testing Time: 9:00 AM iii. Value (Text): 1.68

c. On the third line, enter the following information:

i. Testing Date: 1/20/2020 ii. Testing Time: 10:00 AM

iii. Value (Text): 1.67

8. Since the Minimum/Maximum Series Count fields for this test are 3, and you have entered three test line results for the series, click Close to exit out of the QC Journal Line Series Entry page.


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9. The following message will appear, “3 Test Results entered. Is the Series Complete?” Click Yes to return to the QC Test Results.

10. Now you will see an Average value (based on the QC Test setup for this test) populated into the Text (Value)

field for this test.

11. Upon completion of the series testing, click Post. A popup will state the following message: “Do you want to post the QC Journal lines?”

NOTE: All lines should have a Result Status of Completed or Pass. Note that test result entry lines with these statuses will turn green when you leave the record. If you enter a value that triggers a Fail result, then the line will turn red. This is a warning indicator only as some results may truly result in a status of Fail.


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12. With the passed QC Document posted, the document will show a status of Pass and the result values will populate within the test lines on the QC Document.

Reconcile and Post the Lab Vendor Invoice for QC Testing In this scenario, the sample testing results have been returned from the outside laboratory for item 1001, Touring Bicycle, QC Test Results have been entered, and the Lab Vendor invoice has been received. NOTE: In order to reconcile the lab invoice to the QC Document, the Lab/Samples FastTab on the QC Document must have the following fields filled in:

• Lab Vendor No. • External Report No.

1. Click on the magnifying glass to search for Purchase Invoices and click the related link.


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2. From the Purchase Invoice list page, click New.

3. In the General tab of the Purchase Invoice, select Vendor No. = V00010, Lab Vendor and enter a Vendor Invoice

No.

4. In the Lines subform, click Line, Function, Get QC Documents

5. A screen will appear to allow the user to select the apropos QC Documents to be invoiced. Select the QC

Document completed in the prior section and click OK.


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6. The QC Document is now on the lines of the invoice. You will need to populate the Direct Unit Cost Excl. Tax for

the sample testing cost.

7. Click Posting, Post in the ribbon.

8. Click Yes at the confirmation prompt.


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9. The vendor invoice for the samples has now been posted. You can click No when prompted to open the posted invoice.

10. Close any open pages to return to the Role Center.

SILVERWARE QUALITY CONTROL SETUP & FUNCTIONALITY IN MICROSOFT DYNAMICS … · 2019-12-19 ·...

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Transcript of SILVERWARE QUALITY CONTROL SETUP & FUNCTIONALITY IN MICROSOFT DYNAMICS … · 2019-12-19 ·...