Академический Документы
Профессиональный Документы
Культура Документы
BatchMaster Software
Version Number: BatchMaster ERP 15.1
Document Number: BMM SAP\76
4/21/2015
Overview
Description
Note
Mandatory Setting
Tips
Convention
Description
Reference Document
Abbreviation
Description
ERP
QC
Quality Control
Overview
Table of Contents
1
Overview....................................................................................................................................7
2.1.2
2.1.3
QC Defaults Standard.............................................................................................................................12
2.2
2.2.1
2.2.2
2.3
2.3.1
2.3.2
2.4
2.4.1
2.4.2
2.5
QC Defaults ..................................................................................................................................................9
2.5.1
2.5.2
3.1.1
3.1.2
3.2
Overview
3.2.1
3.2.2
3.3
3.4
3.4.1
3.4.2
3.4.3
GoTo .......................................................................................................................................................30
3.5
3.5.1
3.5.2
3.5.3
GoTo .......................................................................................................................................................40
3.6
3.6.1
3.6.2
3.6.3
GoTo .......................................................................................................................................................46
3.7
3.7.1
3.7.2
3.8
3.8.1
3.8.2
3.9
Specifications .............................................................................................................................................54
3.9.1
3.9.2
3.10
QC Reports .................................................................................................................................................59
Overview
3.10.1
3.10.2
3.10.3
3.10.4
3.10.5
3.10.6
3.10.7
3.10.8
Glossary ................................................................................................................................... 71
Index ........................................................................................................................................ 72
Overview
1 Overview
Quality Control (QC) is a process employed to ensure that a product or performed service
adheres to a defined set of quality criteria or meets the requirements of the client or customer.
BatchMaster ERP with SAP Business One (BatchMaster ERP) enables you to employ stringent
quality control procedures on inventory items.
QC includes all the actions that a business requires for the control and verification of
characteristics of a product or service. The basic goal of quality control is to ensure that the
products, services, or processes provided meet specific requirements and are dependable,
satisfactory, and fiscally sound.
In this module
Quality Control Setup
QC Defaults
Quality Control
Test Master
Quality Control Order QA
Quality Control Order User
Quality Control Order QC
Quality Control Sample
Test Method
Test Category
Inventory Transfer QC
Reason Code Master
Change Inventory Type
Overview
Overview
2.1 QC Defaults
Use QC Default screen to define setup options and quality control document numbering.
Establish the default warehouses (one for each of these cases) where passed, failed,
and damaged inventory items should be sent.
Specify the next production, purchase, sales, and default QC number.
Next Inventory QC Number: Use this field to specify the QC Order Number to be assigned to
the next inventory QC Order. Inventory QC helps you in assuring the quality of existing
inventory.
Default Warehouse for Inventory Transfer: Use this field to specify default and distinct
warehouses for Pass, Fail, and Damaged goods, if you plan to perform an inventory transfer
after QC.
Pass Whse: Use this field to specify default pass warehouse.
Fail Whse: Use this field to specify default fail warehouse where rejected goods will be posted.
Damage Whse: Use this field to specify the warehouse to which the items scrapped in QC are
posted.
Update: Click this button to save the settings.
Cancel: Click this button to close the screen without saving the settings.
10
Sometimes the lead time for test results is long (for example a microbial assay) or samples
are sent to an external lab for testing. In such cases, you may not want to keep the batch open
for a long duration.
Automatically Insert QC Tests For
An in-process QC document can be created automatically, when you release a batch. Use the
following options to specify whether finished good tests should be copied to QC document
generated on the release of a batch:
Assembly Batch Finished Goods: Select this option to insert QC tests for finished
goods produced in assembly-type batches. Since there is no formula in an assemblytype batch, an automatic QC order will be created only if you select this checkbox. It
should be noted that you can always create a QC order against a batch manually.
Fill Batch Finished Goods: Select this option to insert tests for finished goods while
releasing fill-type batches.
Fill Batch Formula: Select this option to insert formula in-process QC tests while
releasing fill-type batches.
11
You create a fill-type batch to fill an already produced bulk/intermediate into finished
goods. If your business process requires you to repeat all the formula in-process QC
tests again at the time of filling the bulk, then you can select this option.
Fill Batch Intermediates: Select this option to insert QC tests for bulk that is being used
for filling the containers. This option allows you to retest the bulk before converting it into
finished goods.
Mix Batch Finished Goods: Select this option to insert QC tests for finished goods
produced in mix-type batches.
12
13
14
15
2. If required use the arrow buttons to change the current sequence of the category being
defined.
3. Click the Update button to save the record.
Reason Code: Use this field to specify a unique code for the reason being added.
Description: Use this field to specify a description or explanation for reason code.
Update: Click this button to update the newly added reasons in the master.
16
17
3. Define the sampling plan by specifying quantity intervals for drawing samples. Each row
pertains to an interval.
a. Specify the quantity range from which sample(s) need to be drawn, in the Quantity
From and the Quantity To fields respectively.
b. Specify the number of samples to be drawn, in the Number of Samples 1 field.
4. Click the Add or Update button to save the QC Sample record.
18
3 Quality Control
3.1 Test Methods
Use the Test Methods screen to define test methods you normally use to perform QC tests.
19
Quality Control
Use the Test Master screen to define the various QC tests to perform quality check. The test
you create here can be assigned to individual items in the Item Details Screen. Similarly for
defining in-process QC tests, you can use the QC tab on the Formula Entry screen.
Refer to inventory and formulation guide for adding tests to an item and formula
respectively.
Quality Control
20
Continuous: In this type of inspection, the test is conducted on the entire quantity of
item or on the entire lot of an item, if the item is lot tracked. This type of test assumes
that the item undergoing the test are discrete in nature and each unit has to be
inspected.
Sampling: In this type of inspection, the test is applied on samples selected as per the
desired sampling plan.
Measuring: Use this field to specify how test results should be measured. The options available
are:
Lead Time: Use this field to specify the time needed to accomplish the quality control process.
The format to determine this QC lead time is DDDD: HH: MM.
Add/Update: Click this button to save the record.
Cancel: Click this button to close the screen without saving the record.
21
Quality Control
Quality
Control
Order-QC
Quality
Control
Order-User
Quality
Control
Order-QC
Quality
Control
Order-QA
Assign Quality
Control Order
to the user.
Authorized
user can enter
test values.
Evaluate the
test results.
Approve the
Quality control
Order and post
the inventory .
Looking through the process flow of QC, let us discuss individual steps as below:
1. The QC Manager views and analyzes the quality control order on Quality Control OrderQC screen and then assign the order to the desired user.
Quality Control
22
2. An authorized user can login and open the order on Quality Control Order-User screen to
enter test values.
3. The test results obtained can be evaluated by the QC Manager from the Quality Control
Order QC screen.
23
Quality Control
4. Finally, the QA person can view and analyze the QC results and can approve the order.
Quality Control
24
5. Using the Change Inventory Type screen, you can unlock the inventory by changing the
inventory type of approved QC items and then use the item.
25
Quality Control
6. Finally, based upon the QC test results, use the Inventory Transfer screen to transfer
inventory to an appropriate warehouse/bin.
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26
System automatically populates this field, if you use the Copy From button.
Status: Use this field to view the current status of the QC order. The options available are:
Closed: Select this status once you are ready to close the document.
If you have implemented BatchMaster ERP Bin, then the system allows you to
select the appropriate inventory types to control usage of lots once you close the
document. For example, if a raw material lot is tested then you can release it for
production usage. Similarly if a finished good lot is tested then you can release it for
sales deliveries.
27
Quality Control
In Progress: Select this status if test results have been entered but no decision has
been made.
New: Select this status if the order has been created but is not released yet. Test
results cannot be entered in a QC order with New status.
QC completed: Select this status if all tests have been entered and QC results are
evaluated using Evaluate QC button results.
Released: Select this status when you are ready to enter test results.
Req Date: Use this field to view the date on which test results are required. By default, this field
displays the date on which the QC order was created.
Completed Date: Use this field to view the date when QC is actually completed.
Reference Doc No: Use this field to view the reference document number associated with the
QC order. This number can be PO number in case of Purchase QC or SO number in case of
Sales QC.
Reference Doc Type: Use this field to view the type of the reference document. The options
available are:
Goods Receipt PO
Production Batch
Sales Order
Assigned To: Use this field to view the unique code of the user who has been assigned this QC
test.
Owner: Use this field to view the unique identification of the user who is responsible for the
document. This is an optional field
Notes: Use this field to enter any remark or comment pertaining to the QC order.
No: Use this field to view the number of times the QC has been performed against a document.
Normally you would create a single quality control document for a batch or a purchase
order. In case you need to test it second time you can always create another quality control
document.
BP Code: Use this field to view the business partner associated with the QC order.
The vendor code is displayed here in case of purchase QC and the customer code is
displayed here in case of sales QC.
The table displays all items and formula (in case of production QC) that need to be tested.
System adds a line per lot of item that need to be tested. If you created the document using
Copy From feature, then system automatically populates this table based on the document.
Item Code/Formula ID: Use this field to view the formula or item for which tests need to be
performed.
Description: Use this field to view the description of the item or formula.
Revision No: Use this field to view the revision number of the formula, if a formula is being
tested.
BatchMaster ERP with SAP Business One 15.1: QC User Manual
2015 BatchMaster Software, All Rights Reserved.
Quality Control
28
29
Quality Control
Measuring: Use this field to view the method in which the result is obtained: Pass/Fail,
Numeric, or Alphanumeric.
Numeric Value: Use this field to view the numeric test result, if test type is numeric.
Alpha Numeric: Use this field to view the alpha numeric test result, if test type is alpha numeric.
Results: Use this field to view the test result, pass or fail, based on the numeric or
alphanumeric value obtained.
Remarks: Use this field to specify any comment about the test.
Add/Update/OK: Click this button to save the record. Once the records are saved, or when
older records are retrieved, the caption of the button changes to OK.
Cancel: Click this button to close the screen without saving the record.
Use the Find button and locate the document on which QC test needs to be performed.
Select the sample set that should be displayed in the lower grid, in the Sample Set field.
Specify the result in the Numeric Value field, if the measuring parameter is numeric.
Specify the result in the Alpha Numeric Value field, if the measuring parameter is
alphanumeric.
5. Specify the result in the Results field, if the measuring parameter is Pass/Fail. The result
is displayed automatically based on the numeric or alphanumeric value specified, if an
acceptable range of values (numeric or alphanumeric) is already defined for the item.
6. Enter any note or comment on the test, in the Remarks field.
7. Click the Update button to save the record.
3.4.3 GoTo
Inventory Transfer QC
Use the Inventory Transfer QC option to access the Quality Control Post Inventory Transfer
screen in which you can post the items in the quality control order to the appropriate
inventory/warehouse.
Quality Control
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Quality Control
This option is applicable only if you have implemented BatchMaster ERP Bin
Management system. To enable bins, you need to check Allow Multiple Bins option in the
Process Mfg. Defaults screen.
Related Activity
Use the Related Activity option under the GoTo menu to access the Activities Overview window,
which contains details for each activity attached to the QC order.
New Activity
Quality Control
32
Use the New Activity option to access the Activity screen in SAP. Using this screen, you can
create and associate activities. Now, you can associate records in the Formula Entry, Product
Cost Analysis, Physical Property Analysis, Bill of Material Entry, Batch Entry, Batch Ticket,
Batch Close, Super Batch Entry, and Super Batch Close screens with this feature. For each
screen, you must provide the document identifier associated with the feature. Note that when
you access the Activity screen using the GoTo Function for this screen, the Document Type and
Document ID fields will auto-populate the values.
Relationship Map
A relationship map for QC is a pictorial representation of all the critical information about the
Quality Control document. The relationship map for a QC order would display the QC order
number, QC type, completion date, and the associated document (sales order, purchase order,
or batch) number.
33
Quality Control
You can click the + button on the main entity to view additional information such as the item and
the item lot subjected to QC and the QC results.
Quality Control
34
System automatically populates this field if you use the Copy From button.
Status: Use this field to select the current status of the QC order. The options available are:
Closed: Select this status if you are ready to close the document.
If you have implemented BatchMaster ERP Bin, then you can select the
appropriate inventory types to control usage of lots, once you close the document.
For example if a raw material lot is tested, then you can release it for production
usage. Similarly if a finished good lot is tested, then you can release it for sales
delivery.
In Progress: Select this status if you have entered the test results but no decision
has been made on the item.
New: Select this status if the order has been created but is not released yet. Test
results cannot be entered in a QC order with New status.
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Quality Control
QC completed: Select this status if you have entered all the test results and QC
results have been evaluated.
Released: Select this status when you are ready to enter test results.
Req Date: Use this field to specify the date on which test results are required. By default, this
field auto populates the date on which QC order was created.
Completed Date: Use this field to specify when QC was actually completed. If left blank, the
system will auto-populate this field with the date when the document was closed.
Reference Doc No: Use this field to view the reference document number associated with the
QC order. This number can be a PO number in case of Purchase QC or SO number in case of
Sales QC.
Reference Doc Type: Use this field to view the type of the reference document. The options
available are:
Goods Receipt PO
Production Batch
Sales Order
Owner: Use this field to specify the user who is responsible for the document. This is an
optional field
Notes: Use this field to enter any remark or comment pertaining to the QC order.
No: Use this field to view the number of times the QC has been performed against a document.
Normally you would create a single quality control document for a batch or a purchase
order. In case you need to test it second time you can always create another quality control
document.
BP Code: Use this field to view the business partner associated with the QC order.
The vendor code is displayed here in case of purchase QC and the customer code is
displayed here in case of sales QC.
The table displays all items and formula (in case of production QC) that need to be tested.
System adds a line per lot of item that need to be tested. If you created the document using
Copy From feature, then the system automatically populates this table based on the document.
Item Code/Formula ID: Use this field to view the formula or item for which tests need to be
performed. For inventory QC, you need to manually select the item from the CFL.
Description: Use this field to view the description of the item or formula.
Revision No: Use this field to view the revision number of the formula which is being tested, if
applicable.
Warehouse: Use this field to view the items warehouse.
Lot: Use this field to select the lot that is being tested, if the item is serial/Lot tracked.
Test Qty: Use this field to specify the lot quantity for which testing is required.
Quality Control
36
Accepted Qty: Use this field to specify the quantity accepted after the evaluation of test results.
If needed, you can override this field.
Rejected Qty: Use this field to specify the quantity rejected after the evaluation of test results.
You can override this field.
Scrapped Qty: Use this field to specify the quantity scrapped after the evaluation of test results.
You can override this field.
QC Decision: Use this field to specify the overall QC decision for the lot. You can override the
system calculated decision.
QC Status: Use this field to view the status of QC for this lot.
Item/Formula: Use this field to view whether item or a formula is being tested. Formulas are
applicable only for production QC test.
Pass Warehouse: Use this field to specify the default warehouse where QC passed materials
can be transferred.
Fail Warehouse: Use this field to specify the default warehouse where QC failed material can
be transferred.
Damage Warehouse: Use this field to specify the default warehouse where damaged material
can be transferred.
Reason Code: Use this field to select an appropriate reason code for the lot being tested. This
field will be copied to user defined field Reason Code on batch or serial details.
Detail: Use this field to enter any comments for the lot that is being tested. The value of this
field will be copied to the Detail field of the Batch Details screen in SAP Business One.
Copy Test Results: Use this button to copy the test results of one lot for other lots. This feature
is helpful if you are testing more than one lot of an item and want to copy the test results of one
lot to all the lots. In such a case, select the lot that has test results entered in the top grid and
click this button. As a result, the system will copy the test results of the selected lot to all other
lots of the same item.
Duplicate Sample: Use this function if you wish to create more samples for testing. To create
duplicate sample, select a lot in the top grid, then select a sample number from the Sample Set
field and click the Duplicate Sample button. The system will create a new sample from the
selected sample.
Fields in Lower Grid
If you created the QC document by using Copy From button, then the system automatically
populates items, lot# and tests based on sampling plan. You can add more tests manually if
required.
System copies item QC tests defined on the QC tab of Item Master Details screen. System
copies only those tests that are relevant for given document type.
Sample Set: Use this field to select the sample set that needs to be tested.
37
Quality Control
Sample No: Use this field to view the sample number. If you are adding a test manually, then
specify the sample number.
Test Code: Use this field to view the unique code of quality test applied on the item or formula.
Once you select the desired test code, the value of the fields Test Unit, Category, Test
Method, Inspection, and Measuring are automatically populated by the system.
Test Unit: Use this field to view the test unit in which QC test result are to be entered.
Category: Use this field to view the QC Test category.
Test Method: Use this field to view the test method used to perform the test.
Inspection: Use this field to view the inspection method: Sampling or Continuous.
Measuring: Use this field to view the method in which result is obtained: Pass/Fail, Numeric, or
Alphanumeric.
Numeric Value: Use this field to view the numeric test result, if test type is numeric.
Alpha Numeric: Use this field to view the alpha numeric test result, if test type is alpha numeric.
Results: Use this field to view the test result, pass or fail, based on the numeric or
alphanumeric value obtained.
If you are entering a numeric test result then system automatically evaluates the test result.
If the test value is within tolerances, the system will automatically mark test results as pass; else
system marks the result as fail. You can, always, override system calculated results.
Remarks: Use this field to specify any comment about the test.
Assigned To: Use this field to assign the QC tests to the desired user. A user can apply only
those tests that have been assigned to them using this field.
Add/Update/OK: Click this button to save the record. Once the records are saved, or when
older records are retrieved, the caption of the button changes to OK.
Cancel: Click this button to close the screen without saving the record.
Evaluate QC: Click this button to evaluate the QC results. The system determines QC results
based on how many samples have passed. The system result can be overridden.
The Evaluate QC button can be used only after changing the status of the order to
Released.
Copy From: Click this button to choose the document type from Production Order, Sales Order,
or Goods Receipt PO. Based on the option that you select here, you can view a list of records
from which you can choose the desired one.
When one of these options is selected in the Copy From field, the value of the following
fields are added by default: QC Type, Status, Req Date, Reference Doc. No, Reference Doc.
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38
Type, No, and Card No. are added by default. The default value of the Status field is New and
that of Req Date field is the current server date.
2.
3.
4.
5.
6.
7.
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Quality Control
1. Select the document that needs to be evaluated, from the Find window or use the
Copy From button in the lower right corner of the screen to copy data from Production
Order, Sales Order, or Goods Receipt PO.
The system defaults the item/formula for which QC is applicable.
2. Specify the user responsible for the order, in the Owner field.
3. Select the sample/formula line from the upper grid and observe their test result values
in the lower grid.
4. Modify the test results, if require with respect to item/formula samples.
5. Use the Duplicate Sample button, if needed, to create a duplicate of the sample
selected in the lower grid with a new sample number.
6. Use the Copy Test Results button to copy the test results of one lot to another lot, if
two or more lots of an item are subjected to QC test in a QC order.
7. Click on the Update button to update the test results.
8. Use the Evaluate QC button to evaluate the test results. Respective test results will be
updated in the upper grid.
9. Click on Update button to save the record.
3.5.3 GoTo
Related Activity
Select the Related Activity option under the GoTo menu to access the Activities Overview
screen, which contains details of each activity.
New Activity
Select the New Activity option to go to the Activity screen in SAP. Use this screen to create and
associate activities. Now, you can associate the Formula Entry, Product Cost Analysis, Physical
Property Analysis, Bill of Material Entry, Batch Entry, Batch Ticket, Batch Close, Super Batch
Entry, and Super Batch Close screens with this feature. For each screen, you must provide the
document identifier associated with the feature. Note that when you access the Activity screen
BatchMaster ERP with SAP Business One 15.1: QC User Manual
2015 BatchMaster Software, All Rights Reserved.
Quality Control
40
using the GoTo Function of this screen, the Document Type and Document ID fields will autopopulate the values.
Relationship Map
The relationship map for a QC order is a pictorial representation of all relevant information about
the order. For more information, click here.
41
Quality Control
System automatically populates this field if you use the Copy From button.
Status: Use this field to select the current status of the QC order. The options available are:
Closed: Select this status if you are ready to close the document.
If you have implemented BatchMaster ERP Bin, then you can select the
appropriate inventory types to control usage of lots, once you close the document.
For example if a raw material lot is tested, then you can release it for production
Quality Control
42
usage. Similarly if a finished good lot is tested, then you can release it for sales
delivery.
In Progress: Select this status if you have entered the test results but no decision
has been made on the item.
New: Select this status if the order has been created but is not released yet. Test
results cannot be entered in a QC order with New status.
QC completed: Select this status if you have entered all the test results and QC
results have been evaluated.
Released: Select this status when you are ready to enter test results.
Req Date: Use this field to specify the date on which test results are required. Defaults to the
date on which QC order was created.
Completed Date: Use this field to specify when QC was actually completed; if left blank then
the system will copy the date when the document was closed.
Reference Doc No: Use this field to view the reference document number associated with the
QC order. This number can be PO number in case of Purchase QC or SO number in case of
Sales QC.
Reference Doc Type: Use this field to view the type of the reference document. The options
available are:
Goods Receipt PO
Production Batch
Sales Order
Owner: Use this field to specify the user who is responsible for the document. This is an
optional field
Notes: Use this field to enter any remark or comment pertaining to the QC order.
No: Use this field to view the number of times, the QC has been performed for the document.
Normally you would create a single quality control document for a batch or a purchase
order. In case you need to test it the second time, you can always create another quality control
document.
BP Code: Use this field to view the business partner associated with the QC order.
The vendor code is displayed here in case of purchase QC and the customer code is
displayed here in case of sales QC.
Fields in Upper Grid
The table displays all items and formulas (in case of production QC) that need to be tested. The
system adds a line per lot of item that need to be tested. If you created the document using
Copy From feature, then the system automatically populates this table based on the
document.
Item Code/Formula ID: Use this field to view formula or item for which tests need to be
performed. For inventory QC, you need to manually select the item from the CFL.
BatchMaster ERP with SAP Business One 15.1: QC User Manual
2015 BatchMaster Software, All Rights Reserved.
43
Quality Control
Description: Use this field to view the description of the item or formula.
Revision No: Use this field to view the revision number of the formula that is being tested.
Warehouse: Use this field to view the items warehouse.
Lot: Use this field to view the lot that is being tested if the item is serial/lot tracked. In case of
inventory QC, you can select one or more lots of the item that need to be tested, the system
adds selected lots in the grid for testing.
Test Qty: Use this field to view the lot quantity that requires testing.
Accepted Qty: Use this field to view the quantity accepted after the evaluation of test results. If
needed, you can override this value.
Rejected Qty: Use this field to view the quantity rejected after the evaluation of test results. You
can override this value.
Scrapped Qty: Use this field to view the quantity scrapped after the evaluation of test results.
You can override this value.
QC Decision: Use this field to view the overall QC decision for the lot. You can override the
system calculated decision.
QC Status: Use this field to view the status of QC for this lot.
Item/Formula: Use this field to view whether item or a formula is being tested. Formulas are
applicable only for production QC test.
Pass Warehouse: Use this field to view the default warehouse where QC passed materials can
be transferred.
Fail Warehouse: Use this field to view the default warehouse where QC failed material can be
transferred.
Damage Warehouse: Use this field to view the default warehouse where damaged material
can be transferred.
Reason Code: Use this field to select an appropriate reason code for the lot being tested. This
field will be copied to the user-defined field Reason Code on batch or serial details.
Detail: Use this field to enter any comments for the lot that is being tested. The value of this
field will be copied to the Detail field of the Batch Details screen (Inventory >> Item
Management >> Batches >> Batch Details).
Copy Test Results: Use this button to copy the test results of one lot for the other lots. This
feature is helpful if you are testing more than one lot of an item and want to copy the test results
of one lot to all the lots. In such a case, select the lot that has test results entered in the top grid
and click this button. As a result, the system will copy the test results of the selected lot to all
other lots of the same item.
Duplicate Sample: Use this function if you wish to create more samples for testing. To create
duplicate sample, select a lot in the top grid, then select a sample number from the Sample Set
field and click the Duplicate Sample button. The system will create a new sample from the
selected sample.
Quality Control
44
45
Quality Control
Evaluate QC: Click this button to evaluate the QC results. The system determines QC results
based on how many samples have passed. The system result can be overridden.
The Evaluate QC button can be used only after changing the status of the order to
Released.
Copy From: Click this button to choose the document type from Production Order, Sales Order,
or Goods Receipt PO. The list of that type of document gets displayed, you can choose from.
When one of these options is selected in the Copy From field, the value of the following
fields are added by default: QC Type, Status, Req Date, Reference Doc. No, Reference Doc.
Type, No, and Card No. The default value of the Status field is New and that of Req Date field is
the current server date.
5.
6.
7.
8.
Use the Find button and fetch the QC document that requires approval.
Verify the evaluated test results.
Modify the test values and evaluate the QC order again, if need be.
Mention the QC decision and reason for the pass/fail in the QC Decision and Reason
Code fields respectively.
The Reason code you specify here can be viewed on Batch Details screen
(Inventory << Item Management << Batches << Batch Details)
Click the QA Approval button to access the Change Inventory Type screen.
Select the item lot, whose inventory type should be changed.
Verify/Change the inventory type of pass/fail quantities.
Click on the Post button to post the changes to the inventory/warehouse.
3.6.3 GoTo
Inventory Transfer QC
Use the Inventory Transfer QC option in the GoTo menu to access the Quality Control Post
Inventory Transfer screen in which you can post the items in the QC order to the appropriate
warehouse.
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This option is applicable only if you have implemented BatchMaster ERP Bin
Management system. To enable bins, you need to check Allow Multiple Bins option in the
Process Mfg. Defaults screen.
Related Activity
Use the Related Activity option under the GoTo menu to access the Activities Overview window,
which contains details for each activity attached to the QC order.
New Activity
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Use the New Activity option to access the Activity screen in SAP. Using this screen, you can
create and associate activities. Now, you can associate records in the Formula Entry, Product
Cost Analysis, Physical Property Analysis, Bill of Material Entry, Batch Entry, Batch Ticket,
Batch Close, Super Batch Entry, and Super Batch Close screens with this feature. For each
screen, you must provide the document identifier associated with the feature. Note that when
you access the Activity screen using the GoTo Function for this screen, the Document Type and
Document ID fields will auto-populate the values.
Relationship Map
The relationship map for a QC order is a pictorial representation of all relevant information about
the order. For more information, click here.
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50
Scrapped Qty: Use this field to specify the quantity of the item that has been scrapped in QC.
Pass Warehouse: Use this field to specify the location where items accepted in QC can be
posted.
Fail Warehouse: Use this field to specify the location where items rejected in QC can be
posted.
Damage Warehouse: Use this field to specify the location where items scrapped in QC can be
posted.
Fields in Lower Grid
This grid displays the details of item lots selected in the upper grid.
Whs Code: Use this field to view the code of the warehouse where the item is located.
From Bin: Use this field to view the bin, where the item lot is located.
Inventory Type: Use this field to view the inventory type associated with the item lot.
Container No.: Use this field to view the container number if containerization is associated.
Pallet No.: Use this field to view the pallet number, if the item is sold in pallets.
Available Qty: Use this field to view the quantity of the item lot available.
Pass Qty: Use this field to specify the quantity of the item lot that passed in QC.
Fail Qty: Use this field to specify the quantity of the item lot that failed in QC.
Damaged Qty: Use this field to specify the quantity of the item lot that was scrapped in QC.
Pass Bin: Use this field to specify the bin, where passed items are to be posted.
Fail Bin: Use this field to specify the bin, where the failed items are to be posted.
Damage Bin: Use this field to specify the bin, where the damaged items are to be posted.
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When the user selects an item in the upper grid, the lots pertaining to that item appear in
the lower grid. In the lower grid, each row pertains to a lot.
7. Enter the quantity of item that failed in each lot in the Fail Qty field.
8. Enter the quantity of item that was scrapped in each lot in the Damaged Qty field.
9. Specify three different bins where passed, failed, and damaged quantity of the item should
be posted.
No: Use this field to view the auto-generated number that tracks every change in inventory type.
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Document Date: Use this field to specify the date on which the inventory type is changed or
recorded. By default, this field displays the current server date.
Warehouse: Use this field to specify the warehouse associated with the item, whose inventory
type should be changed.
Grid Details
#: Use this field to view the auto-generated number that identifies the sequence of every change
in inventory type.
Item No: Use this field to specify the item, whose inventory type should be changed. The lookup
in this field fetches the items associated with the warehouse selected in the header section of
this screen.
Item Description: Use this field to view the description of the item selected in the Item No field.
UOM: Use this field to view the UOM of the item selected in the Item No field.
Lot: Use this field to specify the item lot, whose inventory type should be changed.
From Bin: Use this field to view the bin number associated with the selected item lot.
From Inventory Type: Use this field to view the current inventory type of the item.
Quantity: Use this field to view the quantity of the item in the item lot. This is an editable field.
Container: Use this field to view the container, if associated with the item lot.
To Inventory Type: Use this field to specify the inventory type that should be associated with
the item lot.
Add: Click this button to change the inventory type of the lot.
Cancel: Click this button to close the screen without saving the changes made.
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7. Observe that the inventory type(s) of the selected item lot(s) have been changed, in the
Inventory Detail Report.
3.9 Specifications
Use the Specifications screen to record the customer specified standards to check the
performance of product, process or services being offered.
The Purchase order screen provides a button to Print Specifications of purchased items.
It is mandatory to set specifications in the Specifications screen, which is located in the
Inventory module in Setup under Administration.
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Specifications For: Use this field to select the specification type. The choices are:
Formula
Item
Template
Item Code/Formula ID/Template Code: Use this field to select the desired item, formula, or
template for which you want to define specifications. The caption of this field changes with your
choice in the Specifications For field.
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Description: Use this field to view the description of the item code, formula ID, or template
code selected.
Pick a Template: Use this button to pick a pre-defined template, if any. This button is active
only when item or formula is selected in the Specifications For field.
Copy QC Test: Click this button to display the Copy Item Specifications from Item QC Tests
screen, wherein you can copy QC test values from other items also. While copying from QC Test,
the Test Code is copied to the Spec ID field. Select the Show All Item Tests checkbox to show
QC tests of all items. Selected test values will be copied to the item specification master. Item
and template specifications will be listed in the grid to select for copying specification values.
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Group Name: Use this field to select the appropriate specification group. The specifications
defined in the Specification Groups screen in the Quality Control module, under Setup in
Administration, are displayed in the drop-down menu in this field.
Spec ID: Use this field to specify a unique identifier for the specification.
Spec Value: Use this field to enter the ideal specification value for cross-checking the
consistency of the specifications.
Comments: Use this field to provide comments.
Unit: Use this field to specify the unit in which test results are expressed. Note that the unit field
here has nothing to do with inventory unit of measure.
Test Category: Use this field to specify the test category such as physical or chemical, to which
the test belongs.
Test Method: Use this field to specify the pre-defined test procedure to be performed on items.
Measuring: Use this field to specify how test results should be measured. The options available
are:
Alphanumeric: Select this option if the test result can be an alphanumeric value
Numeric: Select this option if the test result can be a numeric value.
Pass/Fail: Select this option if the test result can be either Pass or Fail.
Lower Limit: Use this field to specify the lower limit of acceptable range of values for the result,
if the measuring type is numeric.
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Upper Limit: Use this field to specify the upper limit of acceptable range of values for result, if
the measuring type is numeric.
Target Value: Use this field to specify the target value for test result, if the measuring type is
numeric.
Target Alpha: Use this field to specify the target alphanumeric value for test result, if the
measuring type is alphanumeric.
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3.10 QC Reports
3.10.1
Use the Quality Control Results screen to specify the period pertaining to which you want to
filter QC results on the report.
3.10.1.1
Order Date From: Use this field to specify the lower limit of the period pertaining to which you
want to filter QC orders.
Order Date To: Use this field to specify the upper limit of the period pertaining to which you
want to filter QC orders.
Print: Click this button to generate a report fulfilling the above specified criteria.
Cancel: Click this button to close the screen.
3.10.1.2
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3.10.2
Use the Quality Control Test List screen to generate a report that displays a list of QC tests
pertaining to a range of Test IDs.
3.10.2.1
Test ID From: Use this field to specify the lower limit of the Test ID range pertaining to which
QC Tests will be displayed in the report.
Test ID To: Use this field to specify the upper limit of the Test ID range pertaining to which QC
Tests will be displayed in the report.
To select the desired test IDs in the Test ID From and Test ID To fields, you can use the
lookups close to the fields. Leaving these fields blank has the same effect as selecting the first
available value in the lookup for lower limit and last available value in the lookup for upper limit.
Print: Click this button to generate a report fulfilling the above specified criteria.
Cancel: Click this button to cancel the request for report generation.
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3.10.2.2
3.10.3
Use the Lot Expiration Report screen to generate a report that displays a list of lots, which will
expire in a specified number of days. You can use this report to find out what raw material/ or
finished good is expiring in near terms and can take decisions accordingly.
3.10.3.1
Days to Expiration: Use this field to specify number of days of expiration based on which items
can be filtered on the report.
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Item Code From: Use this field to specify the lower limit of a range of item codes pertaining to
which item details are displayed in the report.
Item Code To: Use this field to specify the upper limit of a range of item codes pertaining to
which item details are displayed in the report.
Print: Click this button to generate a report fulfilling the above specified criteria.
Cancel: Click this button to cancel the request for report generation.
3.10.3.2
3.10.4
Use the Item Test Report screen to generate a report that displays a list of QC tests for a
specific range of items.
3.10.4.1
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Item Test From: Use this field to specify the lower limit of the item test range pertaining to
which QC Tests are displayed in the report.
Item Test To: Use this field to specify the upper limit of the item test range pertaining to which
QC Tests are displayed in the report.
To select the desired item tests in the Item Test From and Item Test ID To fields, you can
use the lookups close to the fields. Leaving these fields blank has the same effect as selecting
the first available value in the lookup for lower limit and last available value in the lookup for
upper limit.
Print: Click this button to generate a report fulfilling the above specified criteria.
Cancel: Click this button to cancel the request for report generation. In other words, the report
would not be generated.
3.10.4.2
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3.10.5
Use the Formula Test Report screen to generate a report that displays a list of QC tests
applicable for a range of formulas.
3.10.5.1
Formula Test From: Use this field to specify the lower limit of a range of formula tests, based
on which formula tests are filtered and displayed on the report.
Formula Test To: Use this field to specify the upper limit of a range of formula tests, based on
which formula tests are filtered and displayed on the report.
To select the desired formulas in the above fields, you can use the lookups close to the
fields. Leaving these fields blank has the same effect as selecting the first available formula test
in the lookup for lower limit and last available formula test in the lookup for upper limit.
Print: Click this button to generate a report fulfilling the above specified criteria.
Cancel: Click this button to cancel the request for report generation.
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3.10.5.2
3.10.6
Production QC Report
Use the Production QC Report screen to generate a report that displays information on QC tests
conducted on intermediates or finished goods produced in batches. You can filter production
QC tests conducted on a selected range of batches, for a selected range of formulas, during a
specific time period, or the tests conducted on a specific type of batch.
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3.10.6.1
Batch Range
Filter QC tests conducted on intermediates or finished goods produced in a specific range of
batches.
Batch No From: Use this field to specify the lower limit of a range of batches, to filter QC tests
conducted on intermediates or finished goods produced in these batches.
Batch No To: Use this field to specify the upper limit of a range of batches, to filter QC tests
conducted on intermediates or finished goods produced in these batches.
Formula Range
Filter QC tests conducted on intermediates or finished goods produced using a specific formula
or a range of formulas.
Formula ID From: Use this field to specify the lower limit of the formula range, pertaining to
which QC test details will be displayed in the report.
Formula ID To: Use this field to specify the upper limit of the formula range, pertaining to which
QC test details will be displayed in the report.
Date Range
Date From: Use this field to specify the starting date of the time period, based on which QC test
details should be displayed on the report.
Date To: Use this field to specify the end date of the time period, based on which QC test
details should be displayed on the report.
Batch Type: Use this field to select the type of batch, pertaining to which QC test details will be
displayed on the report.
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3.10.6.2
3.10.7
COA Report
Use the Certificate of Analysis (COA) Report screen to generate a report that will be issued to
customer at the time of dispatch of the material sold. The report contains critical information
regarding the quality control tests applied on the finished goods and the results obtained in the
tests. The report also prints the quality-control test results of the intermediates for a range of fill
or assembly type batches. If the intermediates are not available for the assembly-type batches,
the report will print the batch tests. If the intermediates are not available for the mix-type
batches, the report will print the COA information in the report.
To print COA report, ensure the following:
a) The finished good for which COA is generated, should be a lot-tracked item.
b) In the Formula Entry screen, on the QC test tab, the value of the Print on COA field should
be set to Yes.
c) In the Item Master Details screen, on the Quality Control tab, the option Print on COA
should be checked.
3.10.7.1
Batch Range
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You can filter QC details of those batches, whose batch numbers fall within a specific range.
Batch No From: Use this field to specify the lower limit of the batch range, pertaining to which
QC test details will be displayed in the report.
Batch No To: Use this field to specify the upper limit of the batch range, pertaining to which QC
test details will be displayed in the report.
Lot No Range
You can filter QC details of those item lots, whose lot numbers fall within a specific range.
Lot No From: Use this field to specify the lower limit of the lot number range, pertaining to
which QC test details will be displayed in the report.
Lot No To: Use this field to specify the upper limit of the lot number range, pertaining to which
QC test details will be displayed in the report.
Actual End Date Range
You can filter QC details of batches whose completion date fall within a specific time period.
Actual End Date From: Use this field to specify the lower limit of the range of end dates,
pertaining to which QC test details will be displayed in the report.
Actual End Date To: Use this field to specify the upper limit of the range of end dates,
pertaining to which QC test details will be displayed in the report.
Leaving any of these fields blank is same as selecting the first available value in the lookup
for lower limit and the last available value in the lookup for the upper limit.
Print: Click this button to generate a report fulfilling the above specified criteria.
Cancel: Click this button to cancel the request for report generation.
3.10.7.2
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3.10.8
Specification Report
Use the Specification Report screen to generate a report that displays specifications for a
selected range of items/formulas.
3.10.8.1
Specification for: Use this field to specify whether you want to generate the report for items or
for formulas.
Item Code From/Formula ID From: Use this field to select the lower limit of range of items or
formulas for which you want to generate the specifications report.
Item Code To/ Formula ID To: Use this field to select the upper limit of range of items or
formulas for which you want to generate the specifications report.
Print: Click this button to generate the report.
Cancel: Click this button to cancel the request for report generation.
3.10.8.2
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1. Select Item or Formula in the Specifications for field, for which you want to generate the
report.
2. Select the range of item codes or formula IDs to filter specifications of items/formulas
pertaining to this range.
3. Now, click the Print button to print the report.
4. The Specification Report generated is displayed below.
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4 Glossary
Glossary Term
Definition
Alphanumeric
Bin
Formula
Inventory QC
Lot expiration
Numeric
Pass/Fail
Purchase QC
Quality Control
Sales QC
Sampling
Sampling plan
A detailed outline for selecting a sample that represents the entire lot
of material in terms of the desired quality control parameters.
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Glossary
5 Index
COA, 8, 67, 68, 70
Damage Bin, 51
Damage Warehouse, 51
Fail Bin, 51
Fail Warehouse, 51
Inspection, 20, 21, 29, 38, 45,
51
Inventory Detail, 8
Pass Bin, 51
Pass Warehouse, 51
Specification Report, 69
QC Control Order QA, 41
Specifications, 54, 58
QC Control Order QC, 34
Test Categories, 15
QC Control Order User, 27
Test Category, 7, 15, 20, 21
QC Decision, 29, 37, 44
Test Master, 7, 19
QC Defaults, 7, 9, 10, 12, 13
QC Tests, 11, 60, 63
Lot Status, 13
Index
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