Manual inspection creation

This article explains various ways to manually create quality inspections. Manual inspection creation provides flexibility for:

• Reactive inspections, where you create inspections in response to discovered quality issues.
• Investigating specific lots or items due to concerns.
• Spot-checking, where you do random quality verification.
• Investigating customer complaints, where your inspections are related to external feedback.

Manual inspections use the same templates and configurations as automatic inspections.

Create tests manually

The following sections describe ways to manually create quality inspections.

Create an inspection from item tracking lines

This method is best for lot-specific inspections when item tracking is already configured. It offers several advantages:

• Lot numbers automatically populated.
• Quantities automatically assigned.
• Direct connection to source document.

1. Open a source document, such as a purchase order, production order, and so on.
2. Choose the Item Tracking Lines action.
3. Select specific lot/serial number lines.
4. Choose the Create Inspection action.

Create an inspection from purchase or production lines

This method is best for inspecting untracked items without specific lot requirements. Information from the source document is prefilled, but you might have to enter lot numbers manually.

1. Open a source document, and select a line.
2. Choose the Create Inspection action from the line.
3. Select the appropriate template, if you're prompted to.
4. Specify a lot number.

Create an inspection from quality inspection templates

This method is best for creating inspections that are independent of specific documents. It has several advantages:

• Complete flexibility in inspection configuration
• Not tied to specific business transactions
• Ideal for investigation and spot-checking

1. Select Search (Alt+Q) in the upper-right corner, enter Quality Inspection Templates, and then choose the related link.

2. Select the template to use.

3. Choose the Create Inspection action.

4. Set up parameters for your inspection, as follows:

   • Source: Enter the source document reference.
   • Lot/Serial Number: Enter a lot or serial number, if needed.

Create an inspection by running the Schedule Inspection report

This method is best for bulk-creating inspections across multiple items or generation rules at once. Unlike other manual methods, you don't need to select a specific source record such as a purchase line or item ledger entry - the report automatically finds matching source records based on the conditions defined in each generation rule.

Important

The report creates inspections for all enabled generation rules that match your filters. If you don't apply filters, it processes every enabled rule against all matching source records, which can generate a large number of inspections. Always filter by Template Code or other criteria to limit the scope before running the report.

1. Select Search (Alt+Q) in the upper-right corner, enter Quality Inspection - Schedule Inspection, and then choose the related link.
2. Use the Template Code filter to target generation rules linked to a specific template. Use additional filters to narrow the scope and avoid creating too many inspections.
3. Choose OK to run the report. Inspections are created for all matching, enabled generation rules.

Related information

Purchase Receipt Inspection without Warehouse Handling
Production Output Quality Inspections
Creating Quality Inspection Templates
Setting Up Inspection Generation Rules
Quality Management Overview