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Quality management

Quality management in Business Central is a Microsoft-published extension for automatic, manual, and scheduled quality inspections in purchasing, production, assembly, and warehouse processes. It answers questions about performing inspections, blocking lots, handling failed items, setup, and troubleshooting.

Path: Business functionality > Quality management · tier official · system inventory · narrative reviewed (checked by Opus)

Overview

Quality Management is an extension that creates quality inspections at key points in purchasing, production, assembly, and warehouse processes. Inspections can be created automatically, manually, or on a schedule, and they use templates to define the tests. Results can trigger actions such as blocking noncompliant lots and running workflows.

Start with the overview page to see what the extension does. The Set up quality management subtopic (base setup and permissions, inspection results, templates, generation rules, workflows) covers configuration. After setup, “Work with quality inspections” explains the daily tasks: assigning, entering test values, finishing, printing reports, and reinspecting.

Further pages cover what happens after an inspection. They describe scheduled inspections through job queue entries, blocking and unblocking lots, and processing items that failed. A troubleshooting page groups common issues by feature area.

Key points

  • The extension creates inspections automatically, manually, or on a schedule, and uses templates for inspections.
  • Working with inspections: assign owners, enter test values, calculate results, finish, print reports, and create reinspections.
  • Scheduled inspections run at regular time intervals through job queue entries, for example for shelf life monitoring.
  • Lots, serial numbers, and packages can be blocked or unblocked by workflows or by inspection results, with document-specific restrictions for sales, transfers, and other transactions.
  • Failed items can be handled by blocking lots, moving to quarantine, creating transfer orders or purchase returns, making negative adjustments, or changing item tracking.
  • Setup covers base setup and permissions, inspection results, templates, generation rules, and workflows.
  • The troubleshooting page covers setup, generation rules, scheduled inspections, workflows, templates, warehouse receipt and production output inspections, manual creation, and lot blocking.

Subtopics

More Learn pages

  • Block or unblock lots: Learn how to block and unblock inventory lots using workflows and grade-specific controls to ensure quality compliance.
  • Create scheduled quality inspections: Learn how to set up and use scheduled quality inspection tests to ensure proactive quality management through automated, time-based test creation.
  • Process items that failed a quality inspection: Learn how to handle noncompliant items, including workflows, inventory movements, and actions for failed quality inspections.
  • Quality management overview: Learn how to use quality management to ensure product quality through automated and manual inspections, lot results, and workflow integration.
  • Troubleshoot quality management features: Learn how to troubleshoot common issues in quality management, from setup to workflows, and resolve problems with inspections, templates, and lot blocking.
  • Work with quality inspections: Learn how to create, assign, complete, print, reopen, and repeat quality inspections in Business Central.

Videos and posts

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Business Central pages and reports

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Source: Microsoft Learn (CC BY 4.0). Descriptions are Learn’s own.

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