Quality Control

The Quality control functionality enables functions needed for quality control. It is possible to turn quality control on for any stock item (both procured and produced) and perform inspections of arrived goods, which are automatically put on hold for inspection.

Please note that the Quality Control functionality requires Tracing to be enabled.

This functionality can be enabled at Settings -> System settings -> Professional functions -> Quality control.

If enabled, the following functions will become available:

• The Procurement -> Inspections tab becomes available.
• Two additional statuses are available for stock lots: "On hold" and "Rejected".
• It's possible to enable "Quality Control" for each item in the item details.
• It's possible to set a default "On-hold period" in days for each item in the item details. 
  • The "On-hold period" is a buffer time for planning purposes to cover the time it may take to inspect the goods. It could indicate a quarantine period that the goods should pass before inspection, but functionally, the inspection can be completed anytime.
  • If the item is procured, The expected availability date of stock lot = Expected arrival date of PO + On-hold period.
  • If the item is manufactured, the expected availability date of the stock lot is the expected finish date of MO + the On-hold period.
• If procured items are subject to quality control, the quantity and the percentage of rejected items are shown for each vendor on the Procurement -> Vendors page.
• It's possible to create Service orders for rejected items in Stock -> Stock lots -> Rejected stock lot details or write them off.

Jump to:

1. Demo video: Quality Control
2. How does quality control functionality work?
3. Setting up quality control for an item.
4. Performing quality inspection of incoming goods.
5. Repairing, writing off rejected items.
6. User rights for performing inspections.

How the quality control functionality works

If a stock item is subject to quality control:

1. When a PO is received or an MO is finished, the stock lot of the items is assigned the status "On hold."
   • The stock lot status “On hold” can be manually set to send items for inspection, e.g., if quality inspections should be performed again or if the status was not automatically assigned.
2. The list of on-hold items is displayed in Procurement -> Inspections with the status "New".
3. The quality control manager should approve or reject these, either fully or partially. 
4. Approved items get received into stock.
5. Rejected items:
   • Get the stock lot status "Rejected".
   • Are assigned a new unique stock lot number (with a reference to the original).
   • All bookings for the rejected items are canceled.
6. Rejected items can be:
   • Repaired with a Service order, which can be created at Stock -> Stock lots -> Rejected stock lot details.
   • Manually written off at Stock -> Write-offs.

Setting up quality control for an item

For setting up quality control for an item:

1. Open the item's details at Stock -> Items.
2. Check the checkbox Quality control: Yes.
3. Enter the average On hold period in days. 
   The Availability date = Expected date of PO or expected finish date of MO + On hold period.
4. Save.

Repairing rejected items

To repair rejected items:

1. Go to Stock -> Stock lots.
2. Find the rejected lot and open it.
3. Click the button "Create a service order." A service order can be for repairing the whole rejected lot or only part of it.

When a service order is created:

• It is possible to book additional materials and assign operations.
• The rejected items are booked as parts.
• A new target stock lot for repaired items will be created. This guarantees full traceability and correct cost control.
• With the Subcontracting functionality enabled, operations can be assigned to vendors, and a PO can be issued to track the progress of repair/replacement.

To write off rejected items from stock, create a write-off.

User rights for performing quality inspection

To perform quality control in Procurement -> Inspections the user needs to have appropriate rights set in Settings -> Human Resources -> Users -> User details.