Add Inventory Restrictions to Quality Inspection Templates

If the Inventory Restrictions app is installed, item restrictions can be added to a quality inspection template. The restriction codes can then be applied to tracked items associated with active or finished quality inspections. The restricted items will be prevented from being used in inbound, outbound, and warehouse processes depending on how the inventory restriction codes were set up.

This feature can be used when you want to prevent items undergoing a quality inspection from being used in transactions or restrict items that have failed an inspection.

Prerequisites

• Inventory Restrictions app is installed.
• Inventory restriction codes are set up. We suggest you create a restriction code that is specifically used for quality inspections.

Add restrictions to quality inspection templates

You cannot add restrictions to templates with a status of Active.

See Create Quality Inspection Templates for the steps on how to create a template.

1. Choose the icon, enter Quality Inspection Templates, and then choose the related link.

2. On the Quality Inspection Templates page, open the record to which you want to add restrictions.

3. On the Quality Inspection Template page, in the General FastTab, populate the following field:

   Field	Description
   Status	Select Draft.

4. Select Inspection Template > Inventory Restrictions.

   Note

   If the Inventory Restrictions app is not installed, you will receive a message with a link to the app.

5. On the Inspection Template Inventory Restriction page, populate the following field:

   Field	Description
   Inventory Restriction Code	Select the restriction code(s) that can be applied to tracked items from a quality inspection. Restriction codes can also be removed and added from the New Quality Inspection and Active Quality Inspection pages.

6. Close the Inspection Template Inventory Restriction page.

7. In the General FastTab, populate the following field:

   Field	Description
   Status	Select Active.

   When quality inspections are created from the inspection template, the restriction codes flow through to the inspection. The restrictions codes can be added or removed from the inspection and can then be applied to tracked items associated with active or finished quality inspections.

See also

Create Quality Inspection Templates Create Quality Inspections