Firstly, once test results have been entered and you wish to submit them as they are (regardless of whether they are a 'Pass' or a 'Fail'), you have the Post option. This will close the "Quality Order", transferring the data to a "Posted Quality Order" you can then access at a later point in time should you wish. If your "Quality Test" did have a Signature Required, the "Quality Order" cannot be posted until this has been done. Equally, the Post option will be greyed out when the results have not yet been entered.
There is also a Failure Responses option, which will display additional options when clicked. In here are all the choices you can make when you have had some Failed test results.
In here, you can choose whether you want to retest the goods again in full, scrap (write off) either the failed or full qty, create rework orders, Purchase returns to send the goods back or move the goods via a "Transfer Order".
Retest Full Quantity
In the scenario where your Sample Qty on the line is less than the full quantity from your source document, and your Test results have resulted in a 'Fail', you can choose to put the full qty through to a separate "Quality Order". This relies on the "Quality Automation Rule" having the Test Criteria as 'Sample' and not 'Full Quantity'.
When failed results have been entered and the above criteria has been met, the Retest Full Quantity button can be clicked in the "Quality Order" ribbon. This will keep the existing "Quality Order" open (which you could then Post now you have entered results), but it will also create a new "Quality Order", this time, for the full original quantity from the Source Document. In the example below, my original "Quality Order" (the bottom entry) had a Quantity of '6' but a Sample Qty of '2'. The '2' resulted in a 'Fail', so when I clicked Retest Full Quantity, the new "Quality Order" (the highlighted line) now shows both the Quantity and Sample Qty as '6' but is also marked as a Retest, giving the User full visibility of the situation. This is also flagged in the General FastTab of the new order. Now, this "Quality Order" can be processed and have test results entered.
More information on how to use Retests can be found here.
One of the other Failure Responses is Register Scrap. This is used when you want to write off either the full quantity or the failed quantity of the item from within the "Quality Order" and move that qty to another Item of your choice (a scrap item). In order to first use Scrap, you must have this Enabled on the "Quality Setup" page, along with specifying the Scrap item No the qty will be moved to with a Scrap Reason Code. Per "Location Card", you must also populate the Scrap Bin Code field with the Bin you want the scrapped goods to be moved to within that Location when this process is ran.
When the above setup is complete, there is no other criteria required in order to allow a User to scrap the goods, as long as some have been entered as a 'Fail'. Within the ribbon of the "Quality Order", the first option you will see is Register Scrap (Failed Quantity), however if you select the dropdown arrow next to this, it will provide a further option to Register Scrap (Full Quantity). This will either move only the qty that has 'failed' into the new Scrap Item No or the whole qty, dependant on which option you select. Selecting one of the options will then update the Qty Scrapped field on the "Quality Order" with the amount you have scrapped. The "Quality Order" remains open for you to post as a 'Fail'.
"Item Ledger Entries" will display the movement of stock as a 'Negative Adjustment' from the old item and then as a 'Positive Adjustment' to the new Scrap Item No. This removes the Lot Number from the entry and writes off any values from the goods. If Bin Mandatory is 'Yes' on the "Location Card" then you'll also see this movement in the "Warehouse Entries" list. "Bin Contents" will display the Bin chosen from your "Location Card" inclusive of the qty you have scrapped.
One of the other Failure Responses is Create Rework. This is useful in situations where test results have been entered as 'Fail, but as a business, you can resolve this issue either via an "Assembly Order" or "Production Order", in turn, raising a new "Quality Order" for the amended goods. Here, you have the option to rework either the failed quantity or the Full Quantity. More information on how to use Rework orders can be found here.
Create Purchase Returns
In the instance where goods have been brought into your warehouse and failed their Quality checks, you may as a business decide to return the items back to the Vendor. In this instance, where you have a failed "Quality Order", you can select the Failure Responses and choose to Create Purchase Return (Failed Quantity) or Create Purchase Return (Full Quantity). When this is chosen, a "Purchase Return Order" will be created, updating both the Lines and the "Item Tracking Lines" with the relevant Item, Lot and Serial Numbers where applicable. The "Purchase Return Order" can be posted as per standard Business Central processes. The "Quality Order" can then be posted as a 'Fail' to retain the history.
On the "Quality Order", the amount that has been returned via a "Purchase Return Order" is shown in the Qty Returned field.
Rather than sending goods back to the Vendor when they fail their Quality checks, you may wish to move these to an alternative Location by means of a "Transfer Order". In the Failure Responses, this is an option, both for the Failed Qty as well as the Full qty. There is some additional setup required to use these so for further information on using "Transfer Orders" from "Quality Orders", please continue to this article.
Remaining Ribbon functionality
As well as Failure Responses, there are plenty of other options from the ribbon of the "Quality Order" that can be used.
Firstly, you can Print the "Quality Order". This will print the "Quality Order Report" which may be useful if the User performing the Quality Checks does not have access to Business Central. This report will specify what Item is to be tested (and Lot/Serial no if specified), from what Location, how many sample pieces are being checked and the type of checks (along with Instructions if you have set these up). This can be populated and then saved to the "Quality Order" via Document Links. More information on the reports within this app can be found here.
Prior to entering results, you may have had a "Quality Order" created but you do not want a User to process this yet. In the ribbon, you can select the Place on Hold option. This will temporarily remove the "Quality Order" from the existing 'Open' list into an 'On Hold' list on your Role Centre. Should you then want to add this back to the 'Open' list, you can choose the Release from On Hold option in the ribbon. Note: Results can still be entered and the "Quality Order" can still be posted whilst 'On Hold'.
If Signature Required is switched on in the associated "Quality Test", then there is a Sign Quality Order button in the ribbon which can be clicked to add a signature prior to posting. This button is only visible when required and is mandatory in order to Post the "Quality Order".
When this is clicked, a box will appear for the user to add a signature into with their mouse. Clicking on Accept will then populate the Name and Date of the User automatically. Press OK to confirm these. This signature is then visible on the Signature FastTab on the "Quality Order" and will also be available to view from the "Posted Quality Order".
Using the View Source Document button will open up the document that triggered the creation of the "Quality Order". You can also utilise the Comments button if you need to record any additional information about the checks or the Item/Lot/Serial within the "Quality Order".
Finally, clicking into the Related button will give you the option to access the associated Lot or Serial Number card.