Set up quality management

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

Overview

This section describes the configuration needed before quality inspections can run. It starts with the general setup page, which covers prerequisites, permission sets, base data, assisted setup, and settings for inspection creation, search criteria, workflows, and item tracking.

The remaining pages build the pieces of the inspection process. Inspection results define the possible outcomes, such as Pass, Fail, and In Progress. Inspection templates define the tests, allowable values, pass/fail conditions, and sample sources. Generation rules link templates to business transactions so inspections are created automatically. Workflows then react to inspection events, for example by blocking a lot or moving inventory.

Start with the setup and configuration page, then configure results and templates, and finish with generation rules and workflows, which depend on them.

Key points

• The setup page covers prerequisites, permission sets, base data, assisted setup, and settings for inspection creation, search criteria, item tracking, and picture handling.
• Setup also includes a certificate of analysis contact and generation rule trigger defaults.
• Inspection results such as Pass, Fail, and In Progress can be extended with custom results, with settings for visibility, categories, evaluation sequence, and lot blocking.
• Inspection templates hold the template code, description, test value types, allowable values, result conditions, and sample source configuration. A template can be copied.
• Generation rules automatically create inspections from transactions such as purchase receipts, production output, and warehouse movements.
• Generation rules use sort order, template-to-source mapping, condition, item, and attribute filters, and an activation trigger.
• Workflows can block and unblock lots, move inventory, post negative adjustments, and create reinspections based on result code conditions.

Learn pages

• Configure quality inspection results: Learn how to configure and manage quality inspection results, including result setup, priority rules, and business process integration.
• Create quality inspection templates: Learn how to create and configure quality inspection templates to streamline quality testing processes and ensure compliance with quality standards.
• Quality management setup and configuration: Learn how to set up and configure quality management features, including prerequisites, initial setup steps, and common scenarios.
• Quality management workflows: Learn how to automate quality management processes using workflows.
• Set up quality inspection generation rules: Learn how to configure inspection generation rules to automate quality inspections based on business transactions.

Business Central pages and reports

The pages, reports and queries this hub’s Learn pages name (ms.search.form, API reference), joined to the code by exact object id (data/index/docs-objects.json); a page shows the table it runs on.

• Page 20400 “Qlty. Management Setup” · captioned “Quality Management Setup” · on Table 20400 “Qlty. Management Setup”
• Page 20402 “Qlty. Inspection Template” · captioned “Quality Inspection Template” · on Table 20402 “Qlty. Inspection Template Hdr.”
• Page 20404 “Qlty. Inspection Template List” · captioned “Quality Inspection Templates” · on Table 20402 “Qlty. Inspection Template Hdr.”
• Page 20408 “Qlty. Inspection List” · captioned “Quality Inspections” · on Table 20405 “Qlty. Inspection Header”
• Page 20416 “Qlty. Inspection Result List” · captioned “Quality Inspection Results” · on Table 20411 “Qlty. Inspection Result”

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