Set up quality control

You can set up the Aptean Quality Control (QCA) extension for BC by configuring various components, such as number series, quality control users, teams, units of measure, options, questions, action plans, triggers, and checks.

Set up quality control

On the Quality Control Setup page, you must configure the reason code to change the inspection status, number series for quality actions, quality checks, quality action plans, and the associated posted documents and attributes.

The following steps describe how to set up the quality control fields.

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

2. On the General FastTab, in the Reason Code Change Inspection Status field, select the desired code.
   This code is automatically updated whenever the inspection status of a batch changes after the quality check has been completed.

3. In the QC Data Load Period field, enter the number of days in the past from which posted quality checks and actions will be displayed. For example, enter 10D to load data from the past 10 days. This ensures that only recent records are shown, minimizing load time and system resource usage. By default, the system is set to display quality checks and actions from the past seven days. However, the Data Manager can modify this range to fit operational needs. 

   
   If the QC Data Load Period field is left blank, only records from the last 7 days will display when viewing posted quality checks and actions. The system uses the system’s current date to determine which records fall within the configured range. 

4. In the Date Source field, select the date the system uses to populate the creation date on quality control checks and the completion date on posted quality control checks. The available options are:

   • Actual Date: The system uses the actual calendar date.
   • Work Date: The system uses the work date defined in Business Central.

   This field value is set to Actual Date by default.

   
   This setup does not apply to quality control checks created from purchase receipts through the Aptean Mobile Warehouse app because the system calculates the work date differently, causing the creation date on the quality control check to differ from the purchase receipt date.

5. In the Location Matching Method field, select the location the system uses when creating production orders from quality control triggers. The available options are:

   • Work Center Location: The system uses the work center location.
   • Production Order Line Location: The system uses the production order line location.

   This field value is set to Work Center Location by default.

6. In the Transfer Order Location Reference field, select the location the system uses when evaluating quality control triggers with the Document Type field value set to Transfer Order. The available options are:

   • Transfer-from Code: The system uses the transfer-from location.
   • Transfer-to Code: The system uses the transfer-to location.

   This field value is set to Transfer-from Code by default.

7. On the Number Series FastTab, fill in the following fields as required.

   Field	Description
   Quality Check Nos.	specifies the code for the number series that will be used to assign numbers to quality checks.
   Quality Action Nos.	specifies the code for the number series that will be used to assign numbers to quality actions.
   Posted Quality Check Nos.	specifies the code for the number series that will be used to assign numbers to posted quality checks.
   Posted Quality Action Nos.	specifies the code for the number series that will be used to assign numbers to posted quality actions.
   Quality Plans Nos.	specifies the code for the number series that will be used to assign numbers to quality plans.
   Quality Action Plan Nos.	specifies the code for the number series that will be used to assign numbers to quality action plans.
   Quality Option Nos.	specifies the code for the number series that will be used to assign numbers to quality options.

8. On the Attributes FastTab, fill in the following fields as required.

   Field	Description
   Item Attribute	specifies the sequence number of the item attribute that can be used for quality triggers.
   Customer Attribute	specifies the sequence number of the customer attribute that can be used for quality triggers.
   Vendor Attribute	specifies the sequence number of the vendor attribute that can be used for quality triggers.
   Item Attribute Name	Indicates the name of the item attribute that can be used for quality triggers.
   Customer Attribute Name	Indicates the name of the customer attribute that can be used for quality triggers.
   Vendor Attribute Name	Indicates the name of the vendor attribute that can be used for quality triggers.

9. On the Blob Storage FastTab, fill in the following fields as required.

   To optimize storage for images taken during quality checks, you can set up Azure Blob Storage as the default storage option for quality control images. Azure Blob Storage helps manage and reduce storage costs by redirecting images from the Business Central database to a more cost-effective storage solution. 

   Field	Description
   Account Name	Enter the name of the Azure Blob Storage account.
   Access Key	Enter the secret key for Azure authentication.
   Container Name	Enter the name of the Azure Blob Storage container where images should be stored.
   Use Azure Blob Storage	Turn on the toggle to store the quality control images in Azure Blob Storage rather than the local database.

   For more information on Azure Blob Storage, see Upload, download, and list blobs with the Azure portal.

   For more information on how to create a container in Azure Storage, see Manage blob containers using the Azure portal.

10. On the Settings FastTab, turn on or off the Hide image preview in Quality Control App toggle to control the visibility of image previews when accessing questions with images during quality control checks. This toggle is turned off by default.

11. Turn on the Show Quality Check Completion Message toggle to display a confirmation message after a quality check is posted. This message includes the posted check number, result, score (if applicable), and number of quality actions created.

12. On the action bar, select Related > Create Quality Control Check to run the quality control check report.