Dynamics 365 Finance and Operations: Quality Checks at Receipt
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
A quality check template needs to be created to be associate with a work template line
‘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.
> 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.
Specify the Quality template to use for the Quality check.
> Location Directives
Create location directives for Purchase order Putaway based on Quality Check Results.
> Processing a PO Receipt
The PO put away process is based on Acceptance Policy/Quality Processing Policy Combination.
Case 1: Auto Reject/Create Work
Receive the PO on the mobile device.
Work is created with a quality check step.
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
Receive the Purchase order.
Work is created for put away with Quality check as a status.
Work is automatically completed when the put away is done on the mobile device.
Click on Quality check results to view the details.
View the quality order details.
A quality order for the quantity received is created.
Case 3: Prompt User/Create Work Only
Receive the PO to create the Put away work.
Complete the work on the mobile device.
The system gives the option for user to accept or reject the items being received.
Based on the Quality check result the system will direct it to allocation.
Case 4: Prompt User/Create Quality Order
Complete the put-away work.
The system gives a prompt for quality check.
If the quality check a rejected a quality order will be generated for this PO.