Business One 15.1 QC User

BatchMaster ERP with SAP
Business One 15.1: QC User

Manual
BatchMaster Software
Version Number: BatchMaster ERP 15.1
Document Number: BMM SAP\76
4/21/2015
Copyright and Legal Information

Copyright
BatchMaster ERP with SAP Business One 15.1: QC User Manual 2015 by BatchMaster
Software, All rights reserved.
Your right to copy this document is limited by copyright law and the terms of the license
agreement. As a software licensee, you may make a reasonable number of copies or printouts
for your own use. Making copies for any other purposes constitutes a violation of copyright law.
Trademarks
The names of actual companies and products mentioned herein may be trademarks or
registered marks of their respective owners in the United States or other countries.
The names of companies, products, persons and/or data used in the examples are fictitious and
are in no way intended to represent any real individual, company, product, or event, unless
otherwise noted.
Warranty Disclaimer
BatchMaster Software disclaims any warranty regarding the example data in this
documentation, including the warranties of merchantability and fitness for a specific business
use.
Limitation of Liability
The content of this document is provided for informational use only, is subject to change without
notice, and should not be construed as a commitment by BatchMaster Software. BatchMaster
Software assumes no responsibility or liability for any errors or inaccuracies that may appear in
this document. Neither BatchMaster Software nor anyone else who has been involved in the
creation, production, or delivery of this documentation shall be liable for any indirect, incidental,
special, exemplary or consequential damages, including but not limited to any loss of
anticipated profit or benefits, resulting from the use of this documentation nor the examples
contained herein.
License Agreement
Use of this product is covered by a license agreement provided by BatchMaster with the
software product. If you have any questions about the terms of this agreement, consult the
License Agreement as it is provided on the BatchMaster website www.batchmaster.com.
BatchMaster ERP with SAP Business One 15.1: QC User Manual

2015 BatchMaster Software, All Rights Reserved.
Overview
Symbols and Conventions

Symbol
Description
Note
Mandatory Setting
Tips
Convention
Description
Italicized (Sales Order Entry)
Module name, screen name and its

components
(BatchMaster ERP with SAP Business

One Hardware and Software Requirements
Document)
Reference Document
Abbreviation
Description
ERP
Enterprise Resource Planning
QC
Quality Control

Overview
Table of Contents
1
Overview....................................................................................................................................7
Quality Control Setup .................................................................................................................9

2.1
2.1.1
General Tab ..............................................................................................................................................9
2.1.2
Production Tab .......................................................................................................................................10
2.1.3
QC Defaults Standard.............................................................................................................................12
2.2
Test Categories ...........................................................................................................................................15
2.2.1
Key Terms Used ......................................................................................................................................15
2.2.2
Defining Test Category ...........................................................................................................................15
2.3
Reason Codes .............................................................................................................................................16
2.3.1
Key Terms Used ......................................................................................................................................16
2.3.2
Adding Reasons for QC failure ...............................................................................................................16
2.4
Quality Control Samples .............................................................................................................................17
2.4.1
Key Terms Used ......................................................................................................................................17
2.4.2
Creating QC Sampling Plan ....................................................................................................................17
2.5
QC Defaults ..................................................................................................................................................9
Specification Group ....................................................................................................................................18
2.5.1
Key Terms Used ......................................................................................................................................18
2.5.2
Creating Specification Groups ................................................................................................................18
Quality Control ......................................................................................................................... 19

3.1
Test Methods .............................................................................................................................................19
3.1.1
Key Terms Used ......................................................................................................................................19
3.1.2
Defining Test Methods ...........................................................................................................................19
3.2
Test Master ................................................................................................................................................19

Overview
3.2.1
Key Terms Used ......................................................................................................................................20
3.2.2
Defining QC Tests ...................................................................................................................................21
3.3
Quality Control Order Process flow ...........................................................................................................21
3.4
Quality Control Order User .....................................................................................................................27
3.4.1
Key Terms Used ......................................................................................................................................27
3.4.2
Entering Test Values for QC Tests ..........................................................................................................30
3.4.3
GoTo .......................................................................................................................................................30
3.5
Quality Control Order QC ........................................................................................................................34
3.5.1
Key Terms Used ......................................................................................................................................35
3.5.2
Working with Quality Control Order-QC screen .....................................................................................39
3.5.3
GoTo .......................................................................................................................................................40
3.6
Quality Control Order QA ........................................................................................................................41
3.6.1
Key Terms Used ......................................................................................................................................42
3.6.2
Approving or Re-evaluating QC Tests ....................................................................................................46
3.6.3
GoTo .......................................................................................................................................................46
3.7
Inventory Transfer QC ................................................................................................................................49
3.7.1
Key terms Used ......................................................................................................................................50
3.7.2
Posting Items to Inventory after QC Inspection .....................................................................................51
3.8
Change Inventory Type ..............................................................................................................................52
3.8.1
Key Terms Used ......................................................................................................................................52
3.8.2
Changing Inventory Type of Item ...........................................................................................................53
3.9
Specifications .............................................................................................................................................54
3.9.1
Key Terms Used ......................................................................................................................................54
3.9.2
Creating Quality Specifications ..............................................................................................................58
3.10
QC Reports .................................................................................................................................................59

Overview
3.10.1
Quality Control Results Report ..........................................................................................................59
3.10.2
Quality Control Test List Report .........................................................................................................60
3.10.3
Lot Expiration Report .........................................................................................................................61
3.10.4
Item Test Report ................................................................................................................................62
3.10.5
Formula Test Report ..........................................................................................................................64
3.10.6
Production QC Report ........................................................................................................................65
3.10.7
COA Report ........................................................................................................................................67
3.10.8
Specification Report ...........................................................................................................................69
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
Quality Control Reports

QC Results Report
QC Test List Report
Lot Expiration Report

Overview
Inventory Detail Report

Item Test Report
Formula Test Report
COA Report

Overview
2 Quality Control Setup

If you are using bin management, ensure that you have configured bin information. Of the
two bin systems available, it is recommended to implement BatchMaster ERP bins.
2.1 QC Defaults
Use QC Default screen to define setup options and quality control document numbering.
2.1.1 General Tab

Using the options in this tab, you can do the following:
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.
2.1.1.1 Key Terms Used

Next Production QC Number: Use this field to specify the QC Order Number to be assigned to
the next production QC Order. You can use an alphanumeric series.
Next Purchase QC Number: Use this field to specify the QC Order Number to be assigned to
the next Purchase QC Order.
Next Sales QC Number: Use this field to specify the QC Order Number to be assigned to the
next Sales QC Order.

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.
2.1.1.2 Specifying General Settings

Use the following procedure to specify general settings for QC:
1. Open the QC Defaults screen.
2. Specify the subsequent production QC order number in the Next Production QC Number
field.
3. Also, mention the Next Purchase QC number, Next Sales QC Number, Next Default QC
Number in the respective fields.
4. Choose the default warehouse for passed inventory, using the Pass Whse lookup
button.
5. Specify the default warehouse for the rejected inventory, using the Fail Whse lookup
button.
6. Select the default warehouse for the damaged inventory, using the Damage Whse
lookup button.
7. Click the Update button to save the settings.
2.1.2 Production Tab

Use this tab to specify how a production QC record is created, when a production batch is
released.

10

Transfer QC Target Values to QC Tests: Select this checkbox if you want to copy target QC
values to test results. Deselect this check box, if you do not want your technician to see target
results.
Allow Production Batch to be closed without completing QC: Select this checkbox if, if you
want to be able to close a batch even when QC testing is not complete.
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.
2.1.2.2 Specifying Production Settings

Use the following procedure to specify QC settings applicable for production batches:
1. Switch to the Production tab on the QC Defaults screen.
2. Select the Transfer QC Target values to QC tests checkbox, if required.
3. Select the Allow production batch to be closed without completing QC checkbox to close
production batches without performing QC.
4. Insert QC tests automatically for Mix Batch Finished Goods, Assembly Batch Finished
Goods, Fill Batch Finished Goods, Fill Batch Formula, and Fill Batch Intermediates, by
selecting the corresponding checkbox.
2.1.3 QC Defaults Standard

The options displayed under this tab is based on the Bin settings you set at the Process Mfg
Defaults screen. If you have implemented SAP Bin to manage inventory, then this screen
displays fields that helps you specify the default lot status, when items are in each of these
conditions:
Declared failed or damaged in QC tests

Declared pass in QC tests
Under the QC process

12

Lot Status under QC: Use this field to specify default status of the lot, which is under QC
process.
Lot status for QC Pass: Use this field to specify the default status of the lot that was accepted
during QC process.
Lot status Fail/Damage: Use this field to specify the default status of the lot that was declared
failed or damaged during QC process.
For all the three options discussed above, the available lot statuses are Locked, Not
Accessible, and Released.
OK: Click this button to save the settings made.
Cancel: Click this button to close the screen without saving the settings.
2.1.3.2 Specifying Default QC Statuses for Item Lots

Use the following procedure to specify default QC statuses for item lots:
1. Switch to the QC Defaults Standard tab.
2. Use the Lot Status Under QC drop-down menu to assign default lot status for the lot
under QC process.
3. Use the Lot Status for QC Pass drop-down menu to assign default lot status for the lot
accepted during QC process.
4. Use the Lot Status Fail/Damage drop-down menu to assign default lot status for the lot
that failed or was declared damaged during QC process.
5. Click the Update button to save the modifications made.
If you have implemented BatchMaster ERP Bin to handle inventory, then the QC Defaults tab
will appears as shown below:

13
Inventory types for Purchase, Sales and Inventory

QC Hold: Use this field to specify an inventory type that should be used for items put on hold in
QC. When you perform a purchase goods receipt, system automatically assigns this inventory
type to the raw material lot. This ensures that raw material cannot be issued to a production
batch before QC approves it.
QC Pass: Use this field to specify an inventory type that should be applied on items that passed
QC tests.
QC Fail: Use this field to specify an inventory type that should be applied on items that passed
QC tests.
QC Damage: Use this field to specify an inventory type that should be applied on items that are
declared damaged in QC tests.
Inventory types for Production:
QC Hold: Use this field to specify an inventory type that should be used for finished goods put
on hold. When you receive finished goods or bulk from production batch, the system
automatically assigns this inventory type to the FG lot. This ensures that FG cannot be shipped
before they pass QC tests.
QC Pass: Use this field to specify an inventory type that should be applied on finished goods
that passed QC tests.
QC Fail: Use this field to specify an inventory type that should be applied on finished goods that
passed QC tests.
QC Damage: Use this field to specify an inventory type that should be applied on finished
goods that are declared damaged in QC tests.
2.1.3.3 Specifying Default Inventory Types

14
Use the following procedure to specify default inventory types:

1. Specify the values for the QC Hold, Pass, Fail, and Damage fields by either looking up the
values or entering them manually in the fields of the Inv Types for Purchase, Sales and
Inventory section.
2. Now, enter the respective values in the Inv Types for Production section as well.
3. Click the Update button to update the settings.
2.2 Test Categories

Use the Test Category screen to define groups or classifications for the test methods used in
your business. For example you may want to categorize your tests into physical, chemical,
microbial tests.
2.2.1 Key Terms Used

#: It shows the serial number of the test.
Sequence: Use this system-generated field to view the sequence of test categories.
Category: Use this field to specify a unique name for the test category.
Update: Click this button to save the record.
Cancel: Click this button to close the screen without saving the record.
Up-Down buttons: Select a row and use up or down button to change its sequence.
2.2.2 Defining Test Category

Use the following procedure to define test category:
1. Enter a unique name for the category in the Category field. Repeat this step of each test
category.

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.
2.3 Reason Codes

Use the Reason Codes screen to store the possible reasons for pass or failure of item during
QC. Later, you can associate the reason with the particular item at the Quality Control Order
screen.
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.
2.3.2 Adding Reasons for QC failure

Use the following procedure to add reasons for QC failure:
1. Specify a unique code for each reason, in the Reason Code column.
2. Enter the reasons in the Description column.
3. Click the Update button to add the reasons.

16
2.4 Quality Control Samples

Use the Quality Control Samples screen to define a sample plan to inspect a specific quantity of
item rather than the entire batch. On this screen, for every sample plan ID, you can define the
number of samples that need to be drawn based on quantity. For example, you take only 1
sample for quantity up to 500 KG but may need 2 samples for a quantity of 1100 KG.

Sample Plan ID: Use this field to specify a unique ID for sampling plan. This is mandatory field.
Description: Use this field to specify description for sampling plan.
Quantity From and Quantity To: Use this field to specify a range of quantity for which samples
need to be taken.
Number of Samples 1: Use this field to specify how many samples need to be taken for given
quantity range.
OK: Click this button to save the record.
2.4.2 Creating QC Sampling Plan

Use the following procedure to create a QC sampling plan:
1. Enter a unique sampling plan ID, in the Sample Plan ID field.
2. Enter a description of the sampling plan in the Sample Plan Description field.

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.
2.5 Specification Group

Use the Specification Group screen to define categories that help you classify the
characteristics of product, process, or services required by the customer. The Specifications
group you defined here would be listed in the Group Name drop-down available on the
Specifications screen.

Group name: Use this field to specify the name of the specification group need to be created.
QC Group: Select this checkbox if the respective specification group is related to QC test.
Cancel: Click this button to close the screen without saving the data.
2.5.2 Creating Specification Groups

Use the following procedure to create specification groups:
1. Open the Specification Groups screen.
2. Enter a unique group name.
18
3. Select the QC Group checkbox if the particular group is associated to QC testing.

4. Repeat the step for adding more rows.
5. Click the Update button to save the data.
3 Quality Control
3.1 Test Methods
Use the Test Methods screen to define test methods you normally use to perform QC tests.

#: Use this field to view the serial number of the test method.
Test Method: Use this field to specify a unique name to identify the test method.
3.1.2 Defining Test Methods

Use the following procedure to define test methods:
1. Enter a unique name to identify the test, in the Test Method field.
2. Move to the next line to add another method. Repeat this step until you have added all
the test methods.
3.2 Test Master

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.

Test ID: Use this field to specify a unique key to identify the test.
Description: Use this field to specify a name or description of the test.
Unit: Use this field to specify the unit in which test results should be 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.
The options listed in this drop-down menu depend on the categories defined in the Test
Category screen.
Test Method: Use this field to specify the pre-defined test procedure to be performed on items.
The options listed in this drop-down menu depend on the methods defined in the Test
Method screen.
Inspection: Use this field to specify how material is inspected. The options available are:

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:
Alphanumeric: The result of the test is an alphanumeric value.
Numeric: The result of the test is a numeric value.
Pass/Fail: The result of the test can be either Pass or Fail.
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.
3.2.2 Defining QC Tests

Use the following procedure to define QC Tests:
1. Open the QC Test screen.
2. Enter a unique code to identify the test in the Test ID field.
3. Enter a description of Test ID in the Description field, if needed.
4. Enter the desired test unit at the Unit field, if needed.
5. Choose the appropriate type of test in the Test Category field.
6. Select the appropriate test method in the Test Method field.
7. Select the appropriate inspection type, Continuous or Sampling, in the Inspection field.
8. Select the appropriate test measurement: Pass/Fail, Numeric, or Alphanumeric in the
Measuring field.
9. Repeat this step for all the tests.
10. Click the Add or update button to save the record.
3.3 Quality Control Order Process flow

Quality Control Order in BatchMaster ERP is a three step procedure, which involves order
processing, evaluation and approval.

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.

Quality Control
26
3.4 Quality Control Order User

Use the Quality Control Order- User screen to view the quality control orders, assigned to you.
In addition, you can enter the test results on this screen.

QC No: Use this field to view the auto-generated unique identification key for the QC order.
QC Type: Use this field to view the QC order type. The options available are:
Production QC: For testing work in progress.

Purchase QC: For testing incoming raw materials/ingredients.
Sales QC: For testing finished goods prior to shipment.
Inventory QC: For re-testing inventory items, as required. You could retest raw materials
or intermediates prior to issuing to a batch; items close to expiry; and returned goods to
ascertain whether they can be re-sold, re-worked, or should be scrapped.
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.
Quality Control
28
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.
Test Qty: Use this field to view the full lot quantity for which testing is required.
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, if need be.
Scrapped Qty: Use this field to view the quantity scrapped after the evaluation of test results.
You can override this value, if need be.
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 an 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 fail 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 the appropriate reason code for the QC test result of the
lot being tested.
Detail: Use this field to enter the note or comments for the lot that is being tested.
Fields in Lower Grid
Sample Set: Use this field to select the sample set need to be tested.
Sample No: Use this field to view the sample number.
Test Code: Use this field to select the unique code of quality test applying on the item or
formula.
Once you select 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 should 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.

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.
3.4.2 Entering Test Values for QC Tests

Use the following procedure to enter test values for QC tests:
1.
2.
3.
4.
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.
3.4.3 GoTo
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
30

Use the Change Inventory Type option to change inventory type of items after QC is complete.
For example, you may want to change inventory type to QCHOLD, once the material is
accepted in QC. This screen appears automatically when you close a QC document. The
system automatically applies the default Pass Inv Type, Fail Inv Type, and Damaged Inv Types.
You can accept system suggested values or change types if required. Once you click Post
button, the system changes inventory type of lots under QC.

31
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.
3.5 Quality Control Order QC

Use the Quality control order- QC screen to create quality control document and assign it to a
specific user. Further, authorized user can evaluate the test values being specified.

Quality Control
34

QC Type: Use this field to specify the QC order type. The options available are:
Production QC: Use this option for testing work in progress.

Purchase QC: Use this option for testing purchased raw materials/ingredients.
Sales QC: Use this option for testing finished goods prior to shipment.
Inventory QC: Use this option for re-testing inventory items, if required. This could be raw
materials or intermediates before issuing them for a batch; re-testing items close to expiry;
and testing of returned goods to ascertain whether they can be re-sold, re-worked, or
should be scrapped.
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.

35
Quality Control
QC completed: Select this status if you have entered all the test results and QC
results have been evaluated.
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.
QC order. This number can be a PO number in case of Purchase QC or SO number in case of
Sales QC.
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
No: Use this field to view the number of times the QC has been performed against a document.
order. In case you need to test it second time you can always create another quality control
document.
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.
Revision No: Use this field to view the revision number of the formula which is being tested, if
applicable.
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
Item/Formula: Use this field to view whether item or a formula is being tested. Formulas are
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.
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.
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.
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.
older records are retrieved, the caption of the button changes to OK.
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.

Quality Control
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.
3.5.2 Working with Quality Control Order-QC screen

3.5.2.1 Creating a New QC Order
Use the following procedure to create a new QC order:
1. Open the Quality Control Order-QC screen in the Add mode.
2. Specify the type of the QC order in the QC Type field. The options available are Production
QC, Purchase QC, Sales QC, and Inventory QC.
3. Use the Find window to select the desired document from the list.
4. You can also 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.
5. Specify the date on which the request was raised for the order, in the Req Date field.
6. Specify the date on which the order was completed (if the order is complete), in the
Completed Date field.
7. Specify the user responsible for the order, in the Owner field.
8. Click on Add button to add the record.
9. Change the order status from New to Released to enter the test results.
10. Select the desired sample set in the Sample Set field and choose the sample that needs
to be assigned to the user for testing.
11. Click on the Update button to save the record.
3.5.2.2 Assigning QC Order to a User

Use the following procedure to assign a QC order to the desired user:
1. Select the document that needs to be assigned to the user from the Find window.
Alternatively, 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.
2.
3.
4.
5.
6.
7.
System defaults the item/formula for which QC is applicable and needs to be

assigned to the user.
Specify the user who is responsible for the order, in the Owner field.
Select the Item/formula, needs to be assigned to the user for testing.
Using the Status dropdown, change the order status from New to Release.
Select the desired sample set in the Sample Set field and choose the sample that
needs to be assigned to the user for testing.
Specify the user to whom you need to assign the QC test, in the Assigned To field.
Click on Update button to save the record.
3.5.2.3 Evaluating the QC Order

Use the following procedure to evaluate a QC order:

39
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
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.
3.6 Quality Control Order QA

Use the Quality Control Order QA screen to approve the QC test already evaluated or to reevaluate the QC test before approving it.

41
Quality Control

QC Type: Use this field to view the QC order type. The options available are:
Production QC: For testing work in progress.

Purchase QC: For testing purchased raw materials/ingredients.
Sales QC: For testing finished goods prior to shipment.
Inventory QC: For re-testing of any inventory items, as required. This could be raw
materials or intermediates prior to issuing to a batch; re-testing items close to expiry; and
testing of returned goods to ascertain whether they can be re-sold, re-worked, or should
be scrapped.
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.
QC completed: Select this status if you have entered all the test results and QC
results have been evaluated.
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.
QC order. This number can be PO number in case of Purchase QC or SO number in case of
Sales QC.
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
No: Use this field to view the number of times, the QC has been performed for the document.
order. In case you need to test it the second time, you can always create another quality control
document.
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.
43
Quality Control
Revision No: Use this field to view the revision number of the formula that is being tested.
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
Item/Formula: Use this field to view whether item or a formula is being tested. Formulas are
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

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.
The system copies item QC tests defined on QC tab of item details screen. System copies
only tests relevant for given document type.
Sample Set: Use this field to select the sample set need to be tested.
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 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.
Measuring: Use this field to view the measuring method of the QC test: Pass/Fail, Numeric, or
Alphanumeric.
Numeric Value: Use this field to enter the numeric result of the QC test, if the test type is
numeric.
Alpha Numeric: Use this field to enter the alphanumeric result of the QC test, if the test type is
alphanumeric.
Results: Use this field to specify the result, pass or fail, based on the numeric or alphanumeric
value obtained.
If you are entering a numeric test result, then the system automatically evaluates the test
result. If the test value is within tolerance limit, then the system will automatically display the test
result as pass; else the system displays the test result as fail. You can, always, override system
calculated results.
Assigned To: Use this field to assign the QC tests to users. You can assign only those tests
that have been assigned to them using this field. This field is ideally used by QC Manager.
older records are retrieved, the caption of this button changes to OK.

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.
3.6.2 Approving or Re-evaluating QC Tests

Use the following procedure to approve or re-evaluate QC tests:
1.
2.
3.
4.
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
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.

Quality Control
46

Use the Change Inventory Type option to change inventory type of items after QC is complete.
For example, you may want to change inventory type to QCHOLD, once the material is
accepted in QC. This screen appears automatically when you close a QC document. The
system automatically applies the default Pass Inv Type, Fail Inv Type, and Damaged Inv Types.
You can accept system suggested values or change types if required. Once you click Post
button, the system changes inventory type of lots under QC.

47
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
48
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.
3.7 Inventory Transfer QC

Use the Inventory Transfer QC screen to post the inventory to the appropriate warehouse based
on the QC test results.

49
Quality Control
3.7.1 Key terms Used

QC Order: Use this field to fetch the desired QC order, whose items should be posted to
inventory.
After choosing the desired QC order, the values of the following fields in the upper grid:
Item Code, Description, Warehouse, Lot No, and Test Qty; and the values of following
fields in the lower grid: Whs Code, From Bin, and Available Qty are added by default.
Fields in Upper Grid
This grid displays information on the items subjected to QC inspection in this QC order.
Item Code: Use this field to view the key that uniquely identifies an item.
Description: Use this field to view the description of the item.
Warehouse: Use this field to view the location of the item.
Lot No: Use this field to view the lot number of the item lot.
Test Qty: Use this field to view the quantity of the item lot subjected to QC test.
Accepted Qty: Use this field to specify the quantity of the item that has been accepted in QC.
Rejected Qty: Use this field to specify the quantity of the item that has been rejected in QC.

Quality Control
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.
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.
3.7.2 Posting Items to Inventory after QC Inspection

Use the following procedure to post items after QC inspection:
1. Open the Inventory Transfer - QC screen.
2. Use the lookup in the QC Order field and fetch the QC order, whose items should be posted
to inventory,
3. Observe that the values of the following fields in the upper grid: Item Code, Description,
Warehouse, Lot No, and Test Qty; and the values of following fields in the lower grid: Whs
Code, From Bin, and Available Qty are added by default.
4. Based on the QC results, enter the quantity of items accepted, rejected, and scrapped in the
Accepted Qty, Rejected Qty, and Scrapped Qty fields respectively.
5. Specify the warehouses for items that were passed, failed, or scrapped in QC in the Pass
Warehouse, Fail Warehouse, and Damage Warehouse fields respectively.
6. Enter the quantity of item that passed in each lot in the Pass Qty field.

51
Quality Control
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.
3.8 Change Inventory Type

Use the Change Inventory Type screen to change the inventory type of items. For example,
during physical inspection you have found that a finished good lot is damaged in your
warehouse. You need to lock the FG lot so that it is not shipped by mistake. You can use this
screen to change the inventory type of the damaged lot.
You can also change inventory type of a portion of a lot. For example you have a raw material
lot stored in multiple bins, which has been tested and passed. During warehouse inspection,
you find that material in a particular bin is damaged (may be due to bad handling). You can
restrict material from that bin to be issued to the production till you re-test the portion.
This option is applicable only when BatchMaster ERP Bin Management system is
enabled. To enable bins, you need to check Allow Multiple Bins option on the BMM Defaults
screen.
No: Use this field to view the auto-generated number that tracks every change in inventory type.

Quality Control
52
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.
3.8.2 Changing Inventory Type of Item

Use the following procedure to change the inventory type of an item:
1. Open the Change Inventory Type screen from the Quality Control module.
2. Change the date on which the change in inventory type is recorded, in the Document Date
field, if need be.
3. Select the Warehouse in which the item lot, whose inventory type should be changed, is
present.
4. Populate fields in the grid, as required.
a) Select the item whose inventory type should be changed, in the Item No field.
b) Select the item lot whose inventory type should be changed, in the Lot field.
c) Specify the Quantity of the item lot, if need be.
d) Specify the inventory type that that should be associated with the item lot, in the To
Inventory Type field.
5. If necessary, modify inventory types of more item lots associated with the selected warehouse,
by repeating the step 4.
6. Click the Add button to save the record and implement the changes.
53
Quality Control
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.

Quality Control
54
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.

55
Quality Control
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.

Quality Control
56
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.
57
Quality Control
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.
3.9.2 Creating Quality Specifications

Use the following procedure to create quality specifications:
1. Select the desired option from Item, Formula, or Template in the Specification For field.
2. Based on your selection, select the desired Item Code, Formula ID, or Template Code.
3. Select an appropriate template using the Pick a Template button, if you have selected
Item or Formula in the Specification For field.
4. Notice that the Description field is populated with the description, if available.
5. Use Copy QC Test button to copy QC tests from the item master details.
6. Use the dropdown to select the appropriate Specification Group.
7. Enter values in the Spec ID, Spec Value, and Comments fields, respectively.
8. Click the Update button.

Quality Control
58
3.10 QC Reports
3.10.1
Quality Control Results Report
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
Key Terms Used
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
Generating QC Results Report
Use the following procedure to generate QC results report:

1. Specify the period, in the Order Date From and Order Date To fields, pertaining to which QC
orders should be displayed on the report.
2. Click the Print button to generate the report.
3. The Quality Control Results report generated is displayed below.

59
Quality Control
3.10.2
Quality Control Test List Report
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
Key Terms Used
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.
Cancel: Click this button to cancel the request for report generation.

Quality Control
60
3.10.2.2
Generating QC Test List Report
Use the following procedure to generate QC Test List report:

1. Specify the lower and upper limit of the Test ID range in the Test ID From and Test ID To
fields, pertaining to which QC tests will be displayed in the report.
3. The Quality Control Test List report generated is displayed below.
3.10.3
Lot Expiration Report
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
Key Terms Used
Days to Expiration: Use this field to specify number of days of expiration based on which items
can be filtered on the report.
61
Quality Control
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.
3.10.3.2
Generating Lot Expiration Report
Use the following procedure to generate lot expiration report:

1. Specify the number of days in the Days to Expiration field to view items expiring within this
duration.
2. Specify the lower and upper limit of a range of item codes, in the Item Code From and Item
Code To fields, to filter items pertaining to this range.
4. The Lot Expiration Report generated is displayed below.
3.10.4
Item Test Report
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
Key Terms Used

Quality Control
62
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.
Cancel: Click this button to cancel the request for report generation. In other words, the report
would not be generated.
3.10.4.2
Generating Item Test Report
Use the following procedure to generate Item Test report:

1. Specify the lower and upper limit of the item test range in the Item Test From and Item
Test To fields, pertaining to which QC tests will be displayed in the report.
3. The Item Test report generated is displayed below.

63
Quality Control
3.10.5
Formula Test Report
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
Key Terms Used
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.

Quality Control
64
3.10.5.2
Generating Formula Test Report
Use the following procedure to generate formula test report:

1. Specify the lower and upper limit of the formula test range in the Formula Test From and
Formula Test To fields, pertaining to which QC test details will be displayed in the report.
3. The Formula Test Report generated is displayed below.
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.

65
Quality Control
3.10.6.1
Key Terms Used
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.

Quality Control
66
3.10.6.2
Generating Production QC Report
Use the following procedure to generate Production QC Report:

1. Specify the lower and upper limit of the batch number range, in the Batch No From and
Batch No To fields, pertaining to which QC test details will be displayed in the report.
2. Specify the lower and upper limit of the formula range, in the Formula ID From and
Formula ID To fields, pertaining to which QC test details will be displayed in the report.
3. Specify the lower and upper limit of the time period, in the Date From and Date To fields,
pertaining to which QC test details will be displayed in the report.
5. The Production QC Report generated is displayed below.
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
Key Terms Used
Batch Range
67
Quality Control
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
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
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,
Actual End Date To: Use this field to specify the upper limit of the range of end dates,
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.
3.10.7.2
Generating COA Report
Use the following procedure to generate COA report:

1. Specify the lower and upper limit of the batch number range, in the Enter Batch No From
and Enter Batch No To fields, pertaining to which QC test details will be displayed in the
report.
2. Specify the lower and upper limit of the lot number range, in the Enter Lot No From and
Enter Lot No To fields, pertaining to which QC test details will be displayed in the report.
3. Specify the lower and upper limit of the range of end dates, in the Actual End Date From
and Actual End Date To fields, pertaining to which QC test details will be displayed in the
report.
5. The COA Report generated is displayed below.

Quality Control
68
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
Key Terms Used
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.
3.10.8.2
Generating Specifications Report
Use the following procedure to generate specifications report:

69
Quality Control
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.

Quality Control
70
4 Glossary
Glossary Term
Definition
Alphanumeric
A measurement type for QC tests whose result is a combination of

alphabets and numerals.
Bin
A container or location in the ware house where an item is stored.
Formula
A list of ingredients, their proportions, and instructions for making a

product.
Inventory QC
A quality control method deployed to verify if the items stocked in

inventory meet the desired set of standards.
Lot expiration
A term used to indicate expired lots or the lots nearing expiration.
Numeric
A measurement type for QC tests whose result is a numeric value.
Pass/Fail
A measurement type for QC tests whose result is binary; pass or fail.
Purchase QC
A quality control method deployed to verify if the purchased items

meet the desired set of standards.
Quality Control
A system that enables a company to ensure that their products or

services adhere to the desired set of standards.
Sales QC
A quality control method deployed to verify if the saleable items meet

the desired set of standards.
Sampling
A method of studying a material or a collection of items from a small

portion of material or few selected items instead of studying the entire
lot.
Sampling plan
A detailed outline for selecting a sample that represents the entire lot
of material in terms of the desired quality control parameters.
Warehouse
A location, generally large, that enables a manufacturer to store raw

materials, intermediates, and finished goods before they are sold or
distributed.

71
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
Quality Control, 7, 9, 17, 19,

59, 61, 67
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

Test Method, 7, 19, 20, 21,

29, 38, 45
Test Methods, 19
Index
72

Business One 15.1 QC User

Uploaded by

Document Information

Copyright

Available Formats

Share this document

Share or Embed Document

Sharing Options

Did you find this document useful?

Is this content inappropriate?

Copyright:

Available Formats

Business One 15.1 QC User

Uploaded by

Copyright:

Available Formats

BatchMaster ERP with SAP

Business One 15.1: QC User

Copyright and Legal Information

BatchMaster ERP with SAP Business One 15.1: QC User Manual

Symbols and Conventions

Italicized (Sales Order Entry)

Module name, screen name and its

(BatchMaster ERP with SAP Business

Enterprise Resource Planning

BatchMaster ERP with SAP Business One 15.1: QC User Manual

Quality Control Setup .................................................................................................................9

General Tab ..............................................................................................................................................9

Production Tab .......................................................................................................................................10

Test Categories ...........................................................................................................................................15

Key Terms Used ......................................................................................................................................15

Defining Test Category ...........................................................................................................................15

Reason Codes .............................................................................................................................................16

Key Terms Used ......................................................................................................................................16

Adding Reasons for QC failure ...............................................................................................................16

Quality Control Samples .............................................................................................................................17

Key Terms Used ......................................................................................................................................17

Creating QC Sampling Plan ....................................................................................................................17

Specification Group ....................................................................................................................................18

Key Terms Used ......................................................................................................................................18

Creating Specification Groups ................................................................................................................18

Quality Control ......................................................................................................................... 19

Test Methods .............................................................................................................................................19

Key Terms Used ......................................................................................................................................19

Defining Test Methods ...........................................................................................................................19

Test Master ................................................................................................................................................19

BatchMaster ERP with SAP Business One 15.1: QC User Manual

Key Terms Used ......................................................................................................................................20

Defining QC Tests ...................................................................................................................................21

Quality Control Order Process flow ...........................................................................................................21

Quality Control Order User .....................................................................................................................27

Key Terms Used ......................................................................................................................................27

Entering Test Values for QC Tests ..........................................................................................................30

Quality Control Order QC ........................................................................................................................34

Key Terms Used ......................................................................................................................................35

Working with Quality Control Order-QC screen .....................................................................................39

Quality Control Order QA ........................................................................................................................41

Key Terms Used ......................................................................................................................................42

Approving or Re-evaluating QC Tests ....................................................................................................46

Inventory Transfer QC ................................................................................................................................49

Key terms Used ......................................................................................................................................50

Posting Items to Inventory after QC Inspection .....................................................................................51

Change Inventory Type ..............................................................................................................................52

Key Terms Used ......................................................................................................................................52

Changing Inventory Type of Item ...........................................................................................................53

Key Terms Used ......................................................................................................................................54

Creating Quality Specifications ..............................................................................................................58

BatchMaster ERP with SAP Business One 15.1: QC User Manual

Quality Control Results Report ..........................................................................................................59

Quality Control Test List Report .........................................................................................................60

Lot Expiration Report .........................................................................................................................61

Item Test Report ................................................................................................................................62

Formula Test Report ..........................................................................................................................64

Production QC Report ........................................................................................................................65

COA Report ........................................................................................................................................67

Specification Report ...........................................................................................................................69

BatchMaster ERP with SAP Business One 15.1: QC User Manual

Quality Control Reports

BatchMaster ERP with SAP Business One 15.1: QC User Manual

Inventory Detail Report