Create Quality Inspections

Quality inspections contain the tests that need to be completed during a quality audit. Inspections can only be create for inspection templates with an Active status.

Inspections can be created several ways:

• Create a single inspection from a quality inspection template
• Create multiple inspections from a quality inspection template
• Create a single inspection from a document
• Create a reinspection from an existing inspection
• Create additional inspections from an existing inspection

If the Inventory Restrictions app is installed, you can add restrictions codes to new and active quality inspections.

This allows you to apply restrictions 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.

Create a single inspection from a quality inspection template

You can create an inspection for a specific record from an inspection template with an Active status.

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

2. On the Quality Inspection Templates page, select the template from which you want to create an inspection.

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

   Field	Description
   Status	Ensure the value is Active.

4. Select Home > Create Inspection.

5. On the Create Inspection page, populate the following fields:

   Field	Description
   Source	Select the source for which to create the inspection.
   Record	Select the record for which to create the inspection. If an inspection already exists for the template and record combination, a new one will not be created.

6. Select OK.

   The Quality Inspections page opens if an inspection was created.

Create multiple inspections from a quality inspection template

You can create inspections for the records within the entered date range and that match the template sources.

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

2. On the Quality Inspection Templates page, select the template for which to create inspections.

3. On the Quality Inspection Templates page, populate the following field:

   Field	Description
   Status	Ensure the value is Active.

4. Select Home > Batch Create Inspections.

5. On the Inspection Source Date Filter page, populate the following fields:

   Field	Description
   Inspection Start Date Filter	Select the first date for which to create quality inspections.
   Inspection End Date Filter	Select the last date for which to create quality inspections.

   The source's date, specified in the Date to Filter field on the Quality Inspection Template Sources page (accessed via the Quality Inspection Template page), must fall between the start and end date filters for an inspection to be created.

6. Select OK.

   The Quality Inspections page opens if inspections were created.

   If an inspection already exists for the template and document combination, a new one will not be created.

Create a single inspection from a document

You can create a quality inspection from a document or its lines if an inspection template has been set up to use the document's source table.

For example, if an inspection exists where Purchase Line is the source table, then you can create inspections from the Lines FastTab on the Purchase Order page.

1. Open one of the following pages, and select Create Inspections:

   Page	Action Path
   Item Ledger Entries	Create Inspections
   Lot No. Information Card	Home > Create Inspections
   Package No. Information Card	Create Inspections
   Prod. Order Components (from Production Order page)	Related > Line > Quality Inspections > Create Inspections
   Prod. Order Routing (from Production Order page)	Related > Line > Quality Inspections > Create Inspections
   Purchase Order	Home > Create Inspections
   Purchase Order Lines FastTab	Functions > Create Inspections
   Released Production Order Lines FastTab	Functions > Create Inspections
   Sales Order	Home > Create Inspections
   Sales Order Lines FastTab	Line > Functions > Create Inspections
   Serial No. Information Card	Create Inspections
   Warehouse Receipt	Home > Create Inspections
   Warehouse Shipment	Home > Create Inspections

   If an inspection was created, the Quality Inspections page will open.

   If multiple templates apply to the document, then multiple inspections will be created.

   If an inspection already exists for the document, another inspection will not be created.

Create a reinspection from an existing inspection

You can create a reinspection from an existing inspection, which creates another version of the inspection. The lines, comments, lot number and package number will be copied to the new version.

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

2. On the Quality Inspections page, select the inspection for which you want to create a reinspection.

3. On the Quality Inspection page, select Home > Create Reinspection.

   The reinspection is assigned the same number as the original inspection, with the Reinspection No. field displaying the version number.

Create additional inspections from an existing inspection

You can create additional inspections from an existing inspection. The new inspection will contain the inspections lines, and you can choose to copy the lot number, package number, and comments.

One reason to create additional inspections is you were recording lots numbers, and an item had multiple lot numbers.

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

2. On the Quality Inspections page, select the inspection for which you want to create additional inspections.

3. On the Quality Inspection page, select Home > Create Additional Inspections.

4. On the Copy Inspection page, populate the following fields:

   Field	Description
   From Inspection No.	Select the inspection you want to copy. The From Reinspection No. field shows which reinspection is being copied.
   No. of Inspections to Create	Enter the number of additional inspections to create.
   Copy Lot No.	Turn the toggle on to copy the value in the Lot No. field in the Item FastTab to the new inspection.
   Copy Package No.	Turn the toggle on to copy the value in the Package No. field in the Item FastTab to the new inspection.
   Copy Inspection Comments	Turn the toggle on to copy the inspection comments to the new inspection.
   Copy Inspection Line Comments	Turn the toggle on to copy the comments from the inspection lines to the new inspection.

5. Select OK.

   The additional inspections are created with new numbers.

See also

Create Quality Inspection Templates