Quality control triggers

The quality control checks can be automatically created with the help of quality control triggers. You can manage the events and criteria of the trigger for creating Quality Control Checks from the Quality Control Plans. Follow the below steps to set up Quality Control Triggers:

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

2. In the Trigger Type field, choose the required option.

3. In the Document Action field, select the AssistEdit button to open the Quality Control Trigger Actions page.

   The Trigger Type field value specifies the type of warehouse document created:

   Purchase Receipt: Warehouse receipt for a purchase order.

   Sales Return Receipt: Warehouse receipt for a sales return order.

   Transfer Receipt: Warehouse receipt for a transfer order.

   Transfer Shipment: Warehouse shipment for a transfer order.

   Sales Shipment: Warehouse shipment for a sales order.

   Purchase Return Shipment: Warehouse receipt for a purchase return order.

   Based on the option selected in the Trigger Type field, the following trigger actions are available:

   Trigger Type	Trigger Action
   Purchase Receipt, Sales Return Receipt, Transfer Receipt	Create, Post
   Sales Order, Purchase Return Order	Release
   Sales Return Order, Purchase Order, Transfer Order	Release, Post
   Sales Shipment, Purchase Return Shipment, Transfer Shipment	Create, Release
   Production Order	Post, Start Work Center, Stop Work Center, Failure Work Center, Start Production Order, Finish Production Order, Recurring Time, Recurring Output Quantity
   Inspection Status	Change To

   The Quality Control Trigger points generated by the respective Trigger Types are mentioned in the below table:

   Trigger Type	Trigger Points
   Sales Return Receipt Sales Order Sales Return Order Sales Shipment	Creating a Sales Return Receipt or Sales Shipment. Posting a Sales Return Receipt or Sales Return Order. Releasing a Sales Order, Sales Return Order, or Sales Shipment.
   Purchase Receipt Purchase Order Purchase Return Order Purchase Return Shipment	Creating a Purchase receipt or Purchase Return Shipment. Posting a Purchase Receipt or Purchase Order. Releasing a Purchase Order, Purchase Return Order, or Purchase Return Shipment.
   Transfer Order Transfer Shipment Transfer Receipt Production Order	Creating a Transfer Shipment or Transfer Receipt. Releasing a Transfer Order or Transfer Receipt. Posting a Transfer Order, Transfer Receipt, or Production Order.
   Inspection Status	Generated when the inspection status of a lot either matches or is changed to the status specified in the Inspection Status field on the Quality Control Trigger page.

4. In the Location Code field, choose a Location.

5. In the Quality Check Type field, choose General or Item.

   
   When this field value is set to General, the inspection status configured in the selected quality control plan does not update the inspection status for the lot numbers associated with the source document.

6. In the Item Type field, choose an item type.
   When you choose General in the previous field, you cannot select the Item Type field. When you choose Item in the previous field, you can select the Item Type as Item, Item Attribute, or All Items.

7. In the No. field, choose the AssistEdit button, and then choose an Item No. from the Items table.
   The Item name will automatically appear in the Name field.

8. In the Source Type field, choose Customer, Vendor, Customer Attribute, Vendor Attribute, or Work Center.
   When you choose Production Order as Trigger Type, you can select the Source Type as Work Center. You cannot select any other item. In case you choose any other Trigger Type, you cannot select Work Center as the Source Type.
   When you choose the Trigger Type as Sales Return Receipt, Sales Order, Sales Return Order, or Sales Shipment, you can choose the Source Type field as Customer or Customer Attribute. Also, when you choose the Trigger Type as Purchase Receipt, Purchase Order, Purchase Return Order, or Purchase Return Shipment, you can choose the Source Type field as Vendor or Vendor Attribute.

9. In the Source No. field, choose the AssistEdit button, and then choose a Source Type from the specific Source Type table.

10. In the Plan Code field, choose a Quality Control Plan.

11. Fill in the required fields to save the Quality Control Trigger.
    The Inspection Status field is editable when you choose the Trigger Type field as Inspection Status.