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# Set up quality management

> Setting up quality management in Business Central: prerequisites, permission sets, assisted setup, inspection results, templates, generation rules, and workflows. It answers questions about configuring how quality inspections are created, evaluated, and acted on.

Path: [Business functionality](../../business-functionality.md) > [Set up Business Central](../set-up-business-central.md) > Set up quality management · tier official · system inventory · narrative reviewed (checked by Opus)

## Overview

Quality management setup covers the configuration needed before inspections can run. The setup and configuration page is the starting point. It covers prerequisites, permission sets, base data, assisted setup, and general settings such as inspection creation, search criteria, picture handling, and generation rule trigger defaults.

The other pages build on that base. Inspection results define the possible outcomes (for example Pass, Fail, In Progress) and how they behave. Inspection templates define the tests, allowable values, result conditions, and sample sources. Generation rules link templates to business transactions such as purchase receipts, production output, and warehouse movements, so inspections are created automatically. Workflows then react to inspection events, for example by blocking lots, moving inventory, or posting negative adjustments.

A practical order is: complete setup and permissions, define results, create templates, set up generation rules, then add workflows for nonconforming items.

## Key points

- Setup page covers prerequisites, permission sets, base data configuration, and assisted setup.
- General settings include inspection creation options, inspection search criteria, certificate of analysis contact, picture handling, and generation rule trigger defaults.
- Inspection results such as Pass, Fail, and In Progress can be extended with custom results, with settings for evaluation sequence, visibility, categories, and lot blocking conditions.
- Inspection templates hold a code and description, test value types, allowable values, result conditions, and sample source configuration; templates can be copied.
- Generation rules use sort order, template-to-source mapping, and condition, item, and attribute filters, plus an activation trigger.
- Generation rules can create inspections from purchase receipts, production output, and warehouse movements.
- Workflows automate lot blocking and unblocking, inventory movement, negative adjustments, and reinspection creation, based on result code conditions.

## Learn pages

- [Configure quality inspection results](https://learn.microsoft.com/dynamics365/business-central/qms-configuring-grades): Learn how to configure and manage quality inspection results, including result setup, priority rules, and business process integration.
- [Create quality inspection templates](https://learn.microsoft.com/dynamics365/business-central/qms-quality-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](https://learn.microsoft.com/dynamics365/business-central/qms-setup): Learn how to set up and configure quality management features, including prerequisites, initial setup steps, and common scenarios.
- [Quality management workflows](https://learn.microsoft.com/dynamics365/business-central/qms-quality-workflows): Learn how to automate quality management processes using workflows.
- [Set up quality inspection generation rules](https://learn.microsoft.com/dynamics365/business-central/qms-test-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"](../../../../objects/page/20400.md) · captioned "Quality Management Setup" · on [Table 20400 "Qlty. Management Setup"](../../../../objects/table/20400.md)
- [Page 20402 "Qlty. Inspection Template"](../../../../objects/page/20402.md) · captioned "Quality Inspection Template" · on [Table 20402 "Qlty. Inspection Template Hdr."](../../../../objects/table/20402.md)
- [Page 20404 "Qlty. Inspection Template List"](../../../../objects/page/20404.md) · captioned "Quality Inspection Templates" · on [Table 20402 "Qlty. Inspection Template Hdr."](../../../../objects/table/20402.md)
- [Page 20408 "Qlty. Inspection List"](../../../../objects/page/20408.md) · captioned "Quality Inspections" · on [Table 20405 "Qlty. Inspection Header"](../../../../objects/table/20405.md)
- [Page 20416 "Qlty. Inspection Result List"](../../../../objects/page/20416.md) · captioned "Quality Inspection Results" · on [Table 20411 "Qlty. Inspection Result"](../../../../objects/table/20411.md)

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