Set up quality control triggers

Article • 10/22/2025 • 6 min read

You can set up quality control triggers so that the system automatically creates quality control checks for the quality control plans.

The following trigger points are available for each document type.

Document TypeTrigger Points
Sales OrderWhen releasing a sales order
Sales ShipmentWhen creating or releasing a sales shipment
Sales Return OrderWhen releasing or posting a sales return order
Sales Return ReceiptWhen creating or posting a sales return receipt
Purchase OrderWhen releasing or posting a purchase order
Purchase ReceiptWhen creating or posting a purchase receipt
Purchase Return OrderWhen releasing a purchase return order
Purchase Return ShipmentWhen creating or releasing a purchase return shipment
Transfer OrderWhen releasing or posting a transfer order
Transfer ShipmentWhen creating or releasing a transfer shipment
Transfer ReceiptWhen creating or posting a transfer receipt
Production OrderIn Business Central,
  • When posting a production order
In the Shop Floor Production app,
  • When starting a work center by turning on the Active toggle on the Status column of the Work Centers screen
  • When stopping a work center by turning off the on the Active toggle on the Status column of the Work Centers screen
  • Upon failure of a work center
  • When starting a production order by pressing the Production button on the relevant production order screen
  • When finishing a production order by pressing the Finish button on the relevant production order screen
  • At recurring time or output quantity intervals
Inspection StatusWhen the inspection status of a lot matches or is updated to the status configured.

To set up a quality control trigger, follow these steps:

  1. Select the Search icon , enter Quality Control Triggers, and then choose the related link.

    The Quality Control Triggers page opens.

  2. On the action bar, select New to add a quality control trigger line, and then enter the required information in the following fields:

    FieldDescription
    Document TypeSelect the document for which you want to create the quality control trigger. The available options are:
    • Sales Order
    • Sales Shipment
    • Sales Return Order
    • Sales Return Receipt
    • Purchase Order
    • Purchase Receipt
    • Purchase Return Order
    • Purchase Return Shipment
    • Transfer Order
    • Transfer Shipment
    • Transfer Receipt
    • Production Order
    • Inspection Status
      Note
      This option is available only when the Aptean Inspection Status extension is installed.
    Document ActionSelect the AssistEdit button to choose a trigger point from the Quality Control Trigger Actions page, based on the selected document type.
    Document Action CaptionSpecifies the caption of the trigger action selected in the Document Action field.
    Location TypeSelect whether the system must apply the quality control trigger to all locations or the location specified in the Location Code field. The available options are: Location and All Locations.
    Location CodeSelect the specific location to which the system must apply the quality control trigger. This field is editable only when the Location Type field value is set to Location.
    When creating production orders, the system uses the work center location or the production order line location based on the configuration of the Location Matching Method field on the Quality Control Setup page. For more information, see Set up quality control.
    Quality Check TypeSelect whether the system must apply the quality control trigger to a specific item type. The available options are: General and Item.
    If this field value is set to General and the Document Type field value is set to Inspection Status, the system does not update the inspection status for lot numbers associated with the source document.
    Item TypeSelect the item type to which the system must apply the quality control trigger. The available options are: Blank, Item, Item Attribute, and All Items.
    This field is editable only when the Quality Check Type field value is set to Item.
    No.Select the item or item attribute to which the system must apply the quality control trigger.
    This field is editable only when the No. field value is set to Item or Item Attribute.
    NameSpecifies the name of the item or item attribute selected in the No. field.
    Source TypeSelect the source type to which the system must apply the quality control trigger, based on the document type. The available options are: Blank, Customer, Vendor, Customer Attribute, Vendor Attribute, Work Center, All Customers, All Vendors, and All Work Centers.
    Source No.Select the source number to which the system must specifically apply the quality control trigger based on the source type.
    Source NameSpecifies the name of the source selected in the Source No. field.
    Recurring PeriodSelect the recurring period of the work center when the system must apply the quality control trigger. The available options are: Blank, Minute, Hour, and Day.
    This field value is editable only when the Document Type field value is set to Production Order, the Document Action field value is set to 10 (Recurring Time), and the Source Type is set to either Work Center or All Work Centers.
    This field is available only when the Aptean Shop Floor Production extension is installed.
    Recurring ValueEnter the number of times the system must apply the quality control trigger.
    This field value is editable only when the Document Type field value is set to Production Order, the Document Action field value is set to 10 (Recurring Time) or 11 (Recurring Output Quantity), and the Source Type is set to either Work Center or All Work Centers.
    This field is available only when the Aptean Shop Floor Production extension is installed.
    Inspection StatusSelect the inspection status to which the system must apply the quality control trigger.
    This field value is available only when the Aptean Inspection Status extension is installed, and editable only when the Document Type field value is set to Inspection Status.
    TeamSelect the quality control team to which the system must assign the created quality control checks.
    Plan CodeSelect the quality control plan the system must use when creating quality control checks.
    Plan CertifiedSpecifies whether the selected quality control plan is certified.
    Plan EffectiveSpecifies whether the selected quality control plan is effective.
    Finished Before Posting DocSelect the checkbox to make it mandatory to post quality control checks before posting related documents.
    Per LotSelect the checkbox if you want the system to generate quality control checks per lot. This field value is editable only when the Quality Check Type field value is set to Item. This field value is non-editable when the Document Type field value is set to Inspection Status because inspection statuses are inherently lot specific.

    The quality control trigger is set up.