Quality assurance

Quality assurance

• Description
• Functionality
• Related topics
• Technical documentation

Description

Recording of the quality assurance documents. All goods receipt items which are subject to QA at the time of posting must be checked by the quality assurance department before they can be put into storage or made available for predecessors.
QA required means that they had the QA mark on the part or on one of the requisition, purchase order or goods receipt documents at the specified time.
The indicator is frozen during posting so that a subsequent change cannot trigger any errors in further processing.

On the delivery schedule of an order for a QA part, the quantity still to be inspected is saved when the goods receipt is posted (inAssurance.quantity). This quantity is reduced by the inspected quantity when a subsequent QA document is posted. The goods receipt document itself therefore takes over the posting of the QA and goods receipt quantities.

The storage account also shows this quantity still to be checked.

Functionality

• Input window
• Position window
• List window
• Selection window

Input window

This window is used to maintain quality assurance documents. You can select a quality assurance document by entering the required number in the Number field and confirming with RETURN. If you want to open the list window, you can select the menu item "Search".

You can create a new document by pressing the insert button and thus enter a new item.

If you insert a position you can select the predecessor for quality assurance via the context menu of the button. In the case of goods receipts, the selection window for goods receipt items to be checked appears. For intermediate storage and stock removal a selection window of documents and items appears. There you can select one or more items and transfer them to quality assurance by pressing the OK button. The quantity of the predecessor is taken over as default and also as "in inspection" quantity. If you post the document, the "in inspection" quantity is renamed to "quantity OK".

With a double click on the inserted position the window ' Quality assurance position' opens.

The 'Book' button is used to set the item to the status "Staging", "Goods receipt item to be stored" or "to be checked by cost centre" and to forward it to the appropriate places.

Menu

Menu item	Description
Edit	-
Create new quality assurance	Empties the input window for creating a new quality assurance.
Save quality assurance	Saves the currently displayed quality assurance
: Delete quality assurance	Deletes the currently displayed quality assurance
: : This document	Deletes the current document including all sub-items
: : All unposted vouchers without positions	Searches for all unposted quality assurance documents from the system that have no sub-items and deletes them
: Insert position	-
: : From goods receipt item	Opens the selection window of all goods receipt items registered for QA. If an item is selected, all data is transferred to a new quality assurance item and saved
: : From temporary storage	Opens the selection window for intermediate storage. If an item is selected, all data is transferred to a new quality assurance item and saved
: : Off retrieval position	Opens the selection window for retrieval items. You must first select a stock removal document. If an item is selected, all data is transferred to a new quality assurance item and saved
: : Quality assurance position	Creates a free position. Opens the quality assurance item window for manual input of QA data, possibly even without a preceding document.
Further processing	-
: : Booking	Post quality assurance - The goods receipt quantities of the goods receipt predecessor items are adjusted.
: : Cancel booking	Cancels the posting of the quality assurance items - the preceding goods receipts are adjusted and ignore the quantities inspected via this document - the quantities of this QA document are again marked as uninspected on the goods receipt predecessors
: : Create return document	Return documents are generated from the selected items. A new return document header is created.
: : Extend return document	Return documents are generated from the selected items. A return document opened in the background is extended by the selected items
: Display	-
: : Display part	Displays the part of the selected quality assurance items
: : Show order item	Displays the order item of the selected quality assurance items.
: : Show stock level	Displays the stock level of the selected quality assurance items.
: : Display stock movements	Displays the stock movements of the selected quality assurance items.
: : Display dispo movements	Displays the MRP movements of the selected quality assurance items.
: : Display logistics account	Displays the logistics account of the selected quality assurance items.
: Notes	Edit notes
: document history	View document history of the selected quality assurance items.
Copy to clipboard	Copy list of quality assurance items to clipboard
: Close	Close window
Search	Call up list window

Toolbar

Symbol	Description
	Create new quality assurance
	Save changes
	Delete quality assurance including all sub-items
	Create/edit notes
	Display document history
	Show part
	Show order item
	Show stock level
	Display stock movements
	Display disposition movements
	Show logistics account
	Copy all items to the clipboard
	Create a new return document. Items with a goods removal as predecessor are not considered.
	Extend return document. Items with a goods removal as predecessor are not taken into account.

Fields

Field	Description
Number	Quality assurance number
Date	Date of entry
Booked	Booking date
Employees	Selected employee
Positions	Listing of subheadings

Buttons

button	Description
Positions
Insert	Insert item; a context menu opens, via which it can be determined whether a quality assurance item is to be created directly from a preceding goods receipt document, goods removal document or a free item. In the case of a free item, each document can be dragged into the document as a predecessor of this QA item with the mouse and thus assigned.
Remove	Delete selected position
Action
Back	The window closes without saving any changes. If you want to save the changes, you must press the "Save" button.
Book	The displayed quality assurance is booked.
Delete	The displayed quality assurance is deleted.
New	The input window is cleared.
Save	Changes to the quality assurance are saved. If no changes have been made, the button is locked.

Position window

In the field 'In inspection' you can specify the quantity of parts inspected and found to be OK, which automatically adjusts the field 'Back'. In the field 'Complaint' you can add any comments you may have about the inspection.

Menu

Menu item	Description
Edit	-
: : Edit parent position	The quality assurance belonging to the position is opened in the input window
: Further processing	-
: : Create circular file	Create circular file for current quality assurance item
: : Create supplier complaint	If a partial quantity of the delivery has been marked as out of order, a supplier complaint can be created.
: Display	-
: : Display part	Displays the part of the current quality assurance item
: : Display stock	Displays the stock level of the current quality assurance item.
: : Display stock movements	Displays the stock movements of the current quality assurance item.
: : Display dispo movements	Displays the MRP movements of the current quality assurance item.
: : Display logistics account	Displays the logistics account of the current quality assurance item.
: Document history	Display document history of the current quality assurance item.

Toolbar

Symbol	Description
	Display document history
	Set quality assurance position in a separate workflow by means of a digital circular
	Edit parent item
	Show stock level
	Show stock movements
	Display dispo movements
	Show part
	Show logistics account
	If the preceding document is a stock removal or goods receipt due to a customer complaint, a complaint document can be created

Fields

Field	Description
Position data
: Number	Position number, assigned automatically
Part	Part master (This field is shown blocked, because the QS document always refers to a goods receipt, which determines the part).
Description	Part description
: Part attributes	Output of the attributes of the part
: Delivered	Delivered quantity (goods receipt item)
In examination	Quantity to be checked; the text changes to Quantity OK after the document is posted. The following effect on predecessors when the quantity is not equal to the quantity delivered predecessor Description Goods receipt item The staging quantity from the goods receipts is reduced to this value and the quantity is recorded as still to be delivered in the orders Goods Removal The quantity made available for the predecessors of the removal from storage shall be reduced by the difference between the quantity delivered and the quantity checked.
: Quantity OK	Quantity without objections (only shown after booking)
back	Quantity that does not meet the quality requirements and has been returned
: Predecessor	The preceding document assigned to this quality assurance item. Here, in the free items (context menu on the Insert button of the header document), each document can be dragged in with the mouse and thus assigned as a predecessor. In these cases, the quality assurance document does not have a controlling effect on the business process, it is only considered as a purely informative document on which defects or quality assurance information can be stored for the assigned preceding document.
Complaint	optional description why the parts are rejected/returned
Opinion	Comments on the complaint
: Measures to remedy	Proposal on how to proceed
: Material costs	Additional estimated material costs, the currency unit can be selected additionally
: labour costs	Additional estimated labour costs, the currency unit can be selected additionally
: Other costs	Additional estimated other costs, the currency unit can be selected additionally
: hours	Additional working time in hours
: comment	A comment can be entered in the free text field for cost estimation.
Additional data
: Features	List of characteristics e.g. for recording measurement results of the parts inspection, etc.
Documents
: Structure tree	Using the structure tree on the left side, subfolders or subnodes( ) can be generated. Associations (document references, parts, part roles, partner roles, etc.) can be moved within the structure via drag & drop and thus structured. In addition, it is possible to navigate via the structure tree to display the associations of the folder in the right-hand list. (At present only document references can be structured).
: List	The list of document references is on the right-hand side. The local document references are marked with the box symbol ( ) and the global ones with the document reference icon ( ) is displayed. In addition, global document references can also be inserted as a conditional table. Of the associated documents, the description of the document reference is displayed next to the type. This can be either the short title in the operating language or the description text. In addition, the type and the file name are displayed. link: Description of the buttons for maintaining the assignments to the document references
Description of structure node	For the folder (structure nodes) defined in the structure tree, a different description can be entered here and saved using the save button to the right of the field.

Buttons

button	Description
Additional data/features
Create	A local feature can be added to the list.
Insert	A new feature can be added to the list.
Calculate	A calculated feature can be added to the list.
Apply	A quality assurance standard attribute can be added to the list.
Remove	The selected characteristics are removed from the list.
Documents
Open	Opens the document of the selected document reference in the preview. Depending on the file type, Adobe Acrobat Reader, Word or, for example, Internet Explorer is started.
Insert	When inserting, you can choose between local document references and global document references. Context menu Global document reference Select Using the selection mask of the document references, an existing global document reference can be selected from the master data and associated with the object. : Create A new global document reference is created and directly associated with the object. Conditional table An existing global document reference can be selected via the selection mask of the document references. This document reference is then the first entry of a conditional table, which is associated with the object. Local document reference File (storage in database) A file can be selected, which is created as a local document reference and associated with the object. The file is imported and saved in the database. : Email - Outlook import (storage in database) The e-mail marked in Outlook is created as a local document reference and associated with the object. The email is imported and saved in the database. : Email attachment - Outlook import (storage in database) The attachment of the e-mail marked in Outlook is created as a local document reference and associated with the object. The attachment is imported and saved in the database. : File (reference) A file can be selected. The path to this file is stored in the local document reference. The document is therefore not saved in the database, but the document reference refers to the original document. : Email - Outlook Import (storage in directory) When this function is called, the e-mail marked in Outlook is saved in a directory (server directory). The file name and directory are defined by the user by means of a query. A local document reference is then automatically generated which refers to the saved email. : Email attachment - Outlook Import (storage in directory) When this function is called up, the file attachment of the email marked in Outlook is saved in a directory (server reference). The file name and the directory are defined by the user by means of a query, whereby the file name is preset on the basis of the attachment. Subsequently, a local document reference is automatically created, which refers to the saved file. If the marked email has several attachments, one of the attachments must be selected by a user query.
Edit	The document reference can be edited in its editing mask.
Remove	If a global document reference is selected, the link between the document reference and the part is broken. Local document references are deleted.
Action
Back	The window closes without saving any changes. If you want to save the changes, you must press the "OK" button.
Save	Changes to the quality assurance item are saved. If no changes have been made, the button is locked.

List window

Serves to list the quality assurance.

Menu

Menu item	Description
Edit	-
: Search	-
: : Perform multiple search	Perform multiple search: All fields marked in blue are included in this search. With the multiple search it is possible to search for several criteria at the same time.
: : Reset list	Reset quality assurance list
: Create new quality assurance	Create new quality assurance
: Edit quality assurance	The selected quality assurance is opened in the input window.
: Delete quality assurance	One or more selected quality assurances are deleted without prompting.
: Notes	Edit notes
: Copy to clipboard	Copy quality assurance list to clipboard
: Document history	Display document history of selected quality assurance
: Close	Close window

Toolbar

Symbol	Description
	Start search. All blue fields for the selection of the quality assurance are taken into account.
	Reset quality assurance list
	Create new quality assurance
	Edit quality assurance
	Delete quality assurance
	Create/edit notes
	Copy all transactions to the clipboard
	Display document history

Search fields

Field	Description
Number	Search by quality assurance number
Date	Search by entry date
Booked	Search by booking date
Distributed on	Search by distribution date
Editor	Search for editor
Status	Search by status

Buttons

button	Description
Back	The window is closed.
Delete	The selected quality assurance is deleted.
New	An empty input window opens.
Edit	The current quality assurance is displayed in the input window.

Selection window

This window is used to select a quality assurance.

Menu

Menu item	Description
Edit	-
: Search	-
: : Perform multiple search	Perform multiple search: All fields marked in blue are included in this search. With the multiple search it is possible to search for several criteria at the same time.
: : Reset list	Reset quality assurance list
: Close	Close window

Toolbar

Icon	Description
	Start search. All blue fields are taken into account for the selection of the quality assurance.
	Reset quality assurance list

Search fields

Field	Description
Number	Search by quality assurance number
Date	Search by entry date
Posted	Search by booking date
Distributed on	Search by distribution date
Editor	Search for editor
Status	Search by status

Buttons

button	Description
Back	The selection is cancelled.
Select	The selected quality assurance is taken over.

Related topics

• Index
• Bookings
• Part master data
• Overview stock
• Goods receipt
• Access to goods
• Return documents
• Returns and complaints

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Technical documentation

• Implementation
• Quality assurance
• Quality assurance provider module
  • Quality assurance editing app
  • Quality assurance list app
  • Quality assurance selection app

Quality assurance provider module

Module name

cxQualityAssurance.mod

Classes

CX_QUALITY_ASSURANCE

Security

In addition to restricting access rights via the class and its data fields, the module can be restricted in its use via some of the received messages.

Received messages

Message	Parameters	Function	Security
QUALITY_ASSURANCE_CHANGED	Quality assurance object	Quality assurance was changed
QUALITY_ASSURANCE_CREATED	Quality assurance object	Quality assurance was generated
QUALITY_ASSURANCE_DELETED	Quality assurance object	Quality assurance was deleted

Sent messages

Message	Parameters	Function	Receiver module
EDIT_QUALITY_ASSURANCE	NULL or quality assurance object	Call up the input window for quality assurance	Quality assurance editing app

Quality assurance editing app

Module name

qualityAssuranceEdit.app

Classes

CX_QUALITY_ASSURANCE

Security

In addition to restricting access rights via the class and its data fields, the module can be restricted in its use via some of the received messages.

Received messages

Message	Parameters	Function	Security
COMMENT_CHANGED	Object	Comment has been changed
EDIT_QUALITY_ASSURANCE	NULL or quality assurance object	Call up input window for quality assurance
EMPLOYEE_SELECTED	Employee object	Employee was selected
ITEM_SELECTED	Part master object	Part master was selected
LOAD_QUALITY_ASSURANCE	none	Import quality assurance
LOGGINGS_SELECTED	Collection of goods receipt item objects	Goods receipt items were selected
QUALITY_ASSURANCE_CHANGED	Quality assurance object	Quality assurance was changed
QUALITY_ASSURANCE_CREATED	Quality assurance object	Quality assurance was generated
QUALITY_ASSURANCE_DELETED	Quality assurance object	Quality assurance was deleted

Sent messages

Message	Parameters	Function	Receiver module
EDIT_COMMENT	Object	Open the input window for comments	Comment editing app
EDIT_QUALITY_ASSURANCE	NULL or quality assurance object	Call up the input window for quality assurance	Quality assurance edit app
EDIT_STOCK_ACCOUNT	Part master object	Call up input window for warehouse account	Warehouse Account Editing Module
EMPLOYEE_SELECTED	Employee object	Employee was selected
LIST_QUALITY_ASSURANCE		Open list window for quality assurance	Quality assurance list app
QUALITY_ASSURANCE_CHANGED	Quality assurance object	Quality assurance was changed
QUALITY_ASSURANCE_CREATED	Quality assurance object	Quality assurance was generated
QUALITY_ASSURANCE_DELETED	Quality assurance object	Quality assurance was deleted
SELECT_EMPLOYEE_WITH_USER	NULL or collection of employee objects	Call up selection window for employees	Employee selection module
SELECT_ITEM	NULL or Collection part root objects	Call up the selection window for part trunks	Part master selection module
SELECT_RECEIVING_LOGGINGS
SHOW_PREVIEW	Widget	Print Preview	Print Preview
SHOW_TXN_HISTORY
UPDATE_PURCHASE_ORDER_ITEM_STATE

Quality assurance list app

Module name

qualityAssuranceList.app

Classes

CX_QUALITY_ASSURANCE

Security

In addition to restricting access rights via the class and its data fields, the module can be restricted in its use via some of the received messages.

Received messages

Message	Parameter	Function	Security
QUALITY_ASSURANCE_CHANGED	Quality assurance object	Quality assurance has been changed
QUALITY_ASSURANCE_CREATED	Quality assurance object	Quality assurance object created
QUALITY_ASSURANCE_DELETED	Quality assurance object	Quality assurance has been deleted
LIST_QUALITY_ASSURANCE	NULL or collection of quality assurance objects	Call up list window for quality assurance

Sent messages

Message	Parameters	Function	Receive module
EDIT_QUALITY_ASSURANCE	NULL or quality assurance object	Call up input window for quality assurance	Quality assurance editing app

Quality assurance selection app

Module name

qualityAssuranceSelect.app

Classes

CX_QUALITY_ASSURANCE

Security

In addition to restricting access rights via the class and its data fields, the module can be restricted in its use via some of the received messages.

Received messages

Message	Parameters	Function	Security
QUALITY_ASSURANCE_CHANGED	Quality assurance object	Quality assurance was changed
QUALITY_ASSURANCE_CREATED	Quality assurance object	Quality assurance was generated
QUALITY_ASSURANCE_DELETED	Quality assurance object	Quality assurance was deleted
SELECT_QUALITY_ASSURANCE	Collection quality assurance objects or NULL, recipient of the response	Open selection window for quality assurance

Sent messages

Message	Parameters	Function	Receiver module
EDIT_QUALITY_ASSURANCE	NULL or quality assurance object	Call up the input window for quality assurance	Quality assurance editing app
QUALITY_ASSURANCE_SELECTED	Quality assurance object, recipient	Quality assurance was selected