Setup >  Stock >  Entry transactions >  Quality control  

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This function is used to manage the setup for the personalization of the quality control management screens.

At least one standard transaction for quality control is delivered with the installation of the software. It can either be modified or deleted with this function, which can also be used to create new ones.

It is possible to set up several different transactions for quality control. Each transaction identified by a code and a description appears in a selection window when calling the Quality Control function.

Prerequisite

SEEREFERTTO Refer to documentation Implementation

Screen management

Header

Presentation

The setup of the quality control transactions is composed of a header for the transaction code, possibly an access code for the transaction, and an inactive/active status.

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Fields

The following fields are present on this tab :

Quality control transaction

  • Transaction (field SRTNUM)

Code used to identify the transaction set up.

The setup of the entry transactions enables the user to fully set up the entry screens associated with a document (quote, invoice order, request for quotes etc.) or with a stock transaction type (receipt, issue etc.).

For each document or stock transaction type, it is possible to define as many entry transactions as necessary, each one being identified by a code.

Each transaction is used to define, both for fields located in the document header and fields entered in the lines, whether they must be:

  • entered,
  • only displayed,
  • or hidden.

Upon validation of this setup, dedicated entry screens are created, and then can be used by any user having been granted rights on the access code defined in this setup header.

  • If a given user has the right to use several transactions of a given type, the choice is presented to the user when entering the function.
  • If the user is only authorized one transaction, this transaction is automatically taken into account when entering the function.
  • Description (field DESAXX)

Transaction description.

  • Active (field ENAFLG)

This flag is used to activate or deactivate a transaction.
The inactive transactions are not presented in the transaction selection window.

Access code that is used to restrict access to data by user or group of users.
If this field is assigned, only users with this access code in their profile can use this transaction.
If several transactions are set up for a function, and the user only has access to one of them because of the access codes, the selection window is no longer suggested: the access is by direct entry. 

 

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Tab Set-up

Presentation

This tab is used to:

  • specify:
     
    - certain parameters for the display of the analysis requests,
    - the parameters for the print of the documents and labels associated with an analysis request,
     
  • authorize the entry of certain pieces of information, such as:
     
    - the packing unit, in order to enable the unpacking/repacking in the case of a quality control,
    - the stock movement to another location or another warehouse.

Finally, the management of the authorizations linked to the quality control function (Q option) is used to prevent the record of a quality control by a user, giving him or her access to the quality record only, in order to clearly dissociate the quality control (entry of the answers to the questions of the technical sheet) from its validation (status change). 

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Fields

The following fields are present on this tab :

Header

  • Control end date (field STQDATCOD)

 

  • Stock movement group (field TRSFAMCOD)

The "Movement group" is statistical information that will be recorded in the stock journal at the moment of saving the receipt movements. This movement group comes from the miscellaneous table no.9. The value given in the transaction setup corresponds to a default value that can/cannot be viewed and/or modified according to the transaction setup.

This setup is used to define whether the movement group code must be:

  • Hidden:
    The field does not appear on the entry screen but a default value is assigned to it.
  • Displayed:
    The default value is assigned to the field and displayed but the value is non-modifiable.
  • Entered:
    The default value is assigned to the field and displayed. It can be modified.

This parameter is used to define, for this transaction, a default transaction group code.

Printing

Code of the standard document printed during an automatic printing at the end of entry.

  • Auto print (field DOCFLG)

Select this check box to automatically launch the printing of the document on entry completion.

The automatic printing only takes place in creation mode.

Parameter

This setup is used to define for this entry transaction a movement code used to specify rules for a specific type of movements.
These codes must be created in the miscellaneous table number 14.

Il est par exemple, possible, pour une transaction dédiée et affectée à des utilisateurs avertis, d'autoriser l'entrée en stock de marchandises en statut A, alors que pour les autres utilisateurs, elle se fera en statut Q. Bien entendu, cette possibilité sera réservée aux catégories d'articles autorisant ce type de règles d'entrée et disposant d'un tel code mouvement (voir Catégories article).

Grouping

  • Serial number (field SERCOD)

This parameter is used to suggest a display of the analysis request lines grouped by lot / sub-lot / identifier 1 and 2, thus displaying one summary line for several contiguous serial numbers ; the purpose is to facilitate a quick entry of the quality control for all the lines concerned.
The detail of the serial numbers thus grouped is available by right-clicking the grouped line.
For a given grouping, it is possible to enter the corresponding quality record only once if it exists. All the quality records of the different serial numbers concerned will then be automatically entered and be accessible using:
either using the detail right-click option on the analysis request line,
or directly via a transaction where grouping by serial number is not active.

Display

  • Identifier 1 (field IDECOD1)

The identifiers correspond to pieces of free information each used to identify a stock line. This parameter used to define, for this entry transaction, whether the analytical dimension must be:

  • Hidden
    The field is not displayed in the entry screen.
  • Displayed
    The value is displayed but cannot be modified.
  • Entered:
    The value can be modified.
  • field IDESCR1

Setup used to define, for this entry transaction, if the field must be present in:

  • Form + Table mode,
  • Form mode,
  • Table mode.
  • Identifier 2 (field IDECOD2)

This parameter is used to define, for this entry transaction, whether the identifier 2 in the screen must be:

  • Hidden:
    The field is not displayed in the entry screen.
  • Displayed:
    The value is displayed but cannot be modified.
  • Entered:
    The value can be modified.
  • field IDESCR2

 

Entry

  • Enter packing unit (field CHGPCUCOD)

This indicator is used to authorize, for this transaction, a change of packing unit in order to enable the unpacking/repacking of the stock.

  • Destination location (field CHGEMPCOD)

This indicator is used to authorize or prevent a location change for this transaction.

  • If the value is set to No, the destination location (which is invisible) will stay identical to the original location.
    As a result, if this location does not accept the new status, this status will be refused.
     
  • If the value is set to Yes, the destination location will be accessible.
    If a warehouse change is not requested, the destination location will be initialized with the original location, provided the latter accepts the new status. In this case, the management rule will be applied to initialize the location.
    If a warehouse change is requested, the product-warehouse setup will be used to initialize the location type and the location. By default, the default location management is subject to the management rules to the 'Quality control' movement types and to the location parameters of the product-site concerned. 

    SEEINFO The location change is automatically authorized if the warehouse change is also authorized.
  • Target warehouse (field CHGWRHCOD)

This indicator is used to authorize or prevent a warehouse change for this transaction.

  • If the value is set to No, the destination warehouse (which is invisible) will stay identical to the original warehouse.
    The destination location will be initialized with the original location, provided the latter accepts the new status. In this case, the management rule will be applied to initialize the location.
     
  • If the value is set to Yes, the destination warehouse will be accessible.
    The product-warehouse setup will be used to initialize the location type and the location. By default, the default location management is subject to the management rules to the 'Quality control' movement types and to the location parameters of the product-site concerned. 

    SEEINFO The location change is automatically authorized if the warehouse change is also authorized.
  • Technical sheet (field QLYCRDCOD)

Parameter used to define, for this entry transaction, if the technical sheet must be :

  • Displayed:
    The default value is assigned to the field and displayed but the value is cannot be modified.
  • Entered:
    The default value is attributed to the field and displayed. It can be modified.
  • field QLYCRDSCR

 

  • Printing (field PRNCOD1)

Parameter used to define, for this entry transaction, whether the document is planned to be printed or not.

  • field PRNSCR1

Setup used to define, for this entry transaction, if the field must be present in:

  • Form + Table mode,
  • Form mode,
  • Table mode.
  • Number of copies (field PRNNBFLG1)

Setup used to define, for this entry transaction, if the number of documents to be printed can be entered or not.

  • field PRNNBSCR1

Setup used to define, for this entry transaction, if the field must be present in:

  • Form + Table mode,
  • Form mode,
  • Table mode.

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Reports

By default, the following reports are associated with this function :

  PRTSCR : Screen print

This can be changed using a different setup.

Specific Buttons

At the end of the entry, this button is used to save the setup performed and trigger the generation of the screens.

This button is used to copy the setup of the transaction in progress to another Sage X3 folder.

Error messages

The only error messages are the generic ones.

Tables used

SEEREFERTTO Refer to documentation Implementation