Dynamics 365 Finance and Operations: Quality Checks at Receipt

Published May 11 2020 by Jay Yadavalli

A new functionality has been added to D365 FO to allow users to do quick quality checks at time of receipt.  This functionality can be used to do spot checks on items being received and move the items which fail quality to a separate location.  A quality order can also be automatically generated for Rejected goods.

This feature needs to be enabled through the ‘Feature management’ workspace. Take a look at the step-by-step instructions for the setup and process below. 

> Quality Check Templates

Path: Warehouse management/setup/Work/Quality Check templates

Dynamics 365 Finance and Operations: Quality Checks at Receipt

A quality check template needs to be created to be associate with a  work template line

Acceptance policy
‘Auto Reject’ or ‘Prompt User’.  If it is set to Auto reject then the PO quantity received will automatically be rejected and the quality processing policy will determine what happens the rejected quantity.  If the acceptance policy is set to ‘Prompt User’ then the user will decide whether to accept or reject it during the put away process.

Quality process policy:
Create work only:  If the quality process policy is set to ‘Create work only’ then the PO quantity will be moved to a quality location specified by the user.

Create Quality order:  If the Quality processing policy is set to Create quality order a quality order will be created based on the ‘Test Group’ defined on that template.

Dynamics 365 Finance and Operations: Quality Checks at Receipt
> Work Templates

Path: Warehouse Management/Setup/Work/Work Templates

A new Work Type of ‘Quality check’ is available to be added to the Purchase order template.

Dynamics 365 Finance and Operations: Quality Checks at Receipt

Specify the Quality template to use for the Quality check.

> Location Directives

Create location directives for Purchase order Putaway based on Quality Check Results.

Dynamics 365 Finance and Operations: Quality Checks at Receipt

>  Processing a PO Receipt

The PO put away process is based on Acceptance Policy/Quality Processing Policy Combination.

Dynamics 365 Finance and Operations: Quality Checks at Receipt

Case 1: Auto Reject/Create Work

Dynamics 365 Finance and Operations: Quality Checks at Receipt

Receive the PO on the mobile device.

Dynamics 365 Finance and Operations: Quality Checks at Receipt

 

Work is created with a quality check step.

Dynamics 365 Finance and Operations: Quality Checks at Receipt

Complete the work.  The acceptance policy is set to ‘Auto Reject’ so it will automatically be rejected and will go to the location directive for with Quality check status of ‘Rejected’.

Case 2: Auto Reject/Create Quality Order

Dynamics 365 Finance and Operations: Quality Checks at Receipt

Receive the Purchase order.

Dynamics 365 Finance and Operations: Quality Checks at Receipt

 

Work is created for put away with Quality check as a status.

Dynamics 365 Finance and Operations: Quality Checks at Receipt

Work is automatically completed when the put away is done on the mobile device.

Dynamics 365 Finance and Operations: Quality Checks at Receipt

Click on Quality check results to view the details.

Dynamics 365 Finance and Operations: Quality Checks at Receipt

 

View the quality order details.

Dynamics 365 Finance and Operations: Quality Checks at Receipt

A quality order for the quantity received is created.

Case 3: Prompt User/Create Work Only

Dynamics 365 Finance and Operations: Quality Checks at Receipt

Receive the PO to create the Put away work.

Dynamics 365 Finance and Operations: Quality Checks at Receipt

Complete the work on the mobile device.

Dynamics 365 Finance and Operations: Quality Checks at Receipt

The system gives the option for user to accept or reject the items being received.

Dynamics 365 Finance and Operations: Quality Checks at Receipt

Based on the Quality check result the system will direct it to allocation.

Case 4: Prompt User/Create Quality Order

Dynamics 365 Finance and Operations: Quality Checks at Receipt

Complete the put-away work.
The system gives a prompt for quality check.

Dynamics 365 Finance and Operations: Quality Checks at Receipt

If the quality check a rejected a quality order will be generated for this PO.

Dynamics 365 Finance and Operations: Quality Checks at Receipt

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