Set up default inspection status per trigger type

A default inspection status determines which inspection status in a lot gets in a certain type of inbound transaction. Per inspection status, one or more outgoing transaction types (for example sales pick, sales availability, production consumption pick, et cetera) can be blocked.

The default inspection status can be set up at the following levels:

• Item
• Item Attribute
• All Items

However, this does not apply to the Expired Sales Expiration Date and Expired Expiration Date trigger types, these can only be set up at the All Items level. The order above is also the hierarchy when assigning the inspection status. At each level, a vendor number can be selected when the trigger type is Purchase Receipt.

A default inspection status can be assigned to the following trigger types:

• Purchase Receipt
• Sales Return Receipt
• Output Production
• Output Assembly
• Positive Adjustment
• Quality Check Passed (if the Aptean Quality Control extension is installed)
• Quality Check Failed (if the Aptean Quality Control extension is installed)
• Expired Sales Expiration Date (if the Aptean Expiration Management extension is installed)
• Expired Expiration Date (if the Expiration Management extension is installed)
• Follow-up Needed (if the follow-up period is expired)
• Quality Control RW Check Passed (if the Aptean Quality Control (BC) extension is installed)
• Quality Control RW Check Failed (if the Aptean Quality Control (BC) extension is installed)

The system does not apply the default inspection status to lots originating from a drop shipment transaction for the Purchase Receipt and Sales Return Receipt trigger types. For more information, see Integration: Aptean Drop Shipment.

If a new lot number is assigned to a Sales Return Order with the Trigger Type set to Sales Return Receipt, the Default Inspection Status field value will be inherited for that lot number. However, if an existing lot number is used in the Sales Return Order, the Default Inspection Status field value will be retained by the lot number, regardless of whether inventory for that lot is still available.

1. Select the Search icon , enter Default Inspection Status, and then choose the related link.
   The Default Inspection Status page opens.

2. In the Trigger Type field, select a value to define when the default inspection status should be applied. The available options are:

   • Purchase Receipt: The inspection status is applied when goods are received from a vendor through a purchase order.
   • Sales Return Receipt: The inspection status is applied when returned goods are received back from customers.
   • Output Production: The inspection status is applied when finished goods and output are produced from a production order.
   • Output Assembly: The inspection status is applied when items are assembled and output is produced from an assembly order.
   • Positive Adjustment: The inspection status is applied when inventory quantities are increased through positive adjustments.
   • Expired Sales Expiration Date: The inspection status is applied to sales items that have reached their expiration date.
   • Expired Expiration Date: The inspection status is applied to items that have reached their general expiration date.
   • Follow-up Needed: The inspection status is applied when items require follow-up inspection or review.
   • Quality Control Check Passed: The inspection status is applied when items successfully pass quality control inspections.
   • Quality Control Check Failed: The inspection status is applied when items fail quality control inspections.

3. In the Item Type field, select an option from the list: Item, Item Attribute, and All Items.
   If the Item Attribute option is selected as the Item Type, you can fill in an Item Attribute Value for which the default inspection status is applicable.

4. In the Item Attribute Value field, select the value.
   If the Item option is selected as the Item Type, you can fill in a specific Item No. This specifies for which item the default inspection status is applicable. If the Purchase Receipt is selected as the Trigger Type, you can fill in a specific Vendor No. This specifies for which vendor the default inspection status is applicable.

5. ln the Default Inspection Status field, select the required inspection status.
   This specifies the inspection status that is assigned to the lot number when the selected trigger type occurs.

6. In the Follow-up Period, enter the period of time after a follow-up is needed on the lot. This selection is only applicable when the Trigger Type field value is set to Follow-up Needed. It is used to calculate the Next Follow-up Date field value on the Lot No. Information Card page.