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Quality management test instruments

This article describes how to create test instruments or instrument types that can be used for tests on quality orders in Microsoft Dynamics 365 Supply Chain Management.

You use the Test instruments page to define and view details about the instruments or instrument types that are used to perform tests on quality orders. Test instruments are optional. However, they can help quality workers determine which device or tool they should use to perform a specific test.

Test instrument example

You're performing various tests on electrical components. Some tests are for the voltage output of the components, one test is for their temperature, and one test is for their weight. Different tools, devices, or equipment are used to perform each test. For example, a voltage meter is used to measure voltage, a thermometer is used to measure temperature, and a scale is used to measure weight. You can configure each of these device types as a test instrument and indicate the unit of measure that the test results should be recorded in. For example, results from a voltage meter are recorded in volts, results from a thermometer are recorded in degrees Fahrenheit or degrees Celsius, and results from a scale are recorded in pounds or kilograms.

[This section is prerelease documentation and is subject to change.]

Most of the features that are described in this article are available as a standard part of all current versions of Supply Chain Management. However, the calibration-related settings (the Tag number required, Used for calibration, and Calibration label layout fields) add the following requirements:

  • You must be running Supply Chain Management version 10.0.44 or later.
  • The feature that is named (Preview) Advanced quality management must be turned on in Feature management.

Learn more in Test instrument calibration (preview).

Important

  • This is a preview feature.
  • Preview features aren’t meant for production use and might have restricted functionality. These features are subject to supplemental terms of use, and are available before an official release so that customers can get early access and provide feedback.

Create a test instrument

  1. Go to Inventory management > Setup > Quality control > Test instruments.

  2. On the Action Pane, select New to add a row to the grid. Then set the following fields for the new row:

    • Test instrument – Enter a unique ID or name for the test instrument.
    • Description – Enter a detailed description of the test instrument.
    • Unit – Select the unit that the instrument measures results in. The Precision field is automatically set based on the unit that you select.
    • Tag number required – Select this checkbox if a test instrument tag number (in addition to an instrument type) must be specified for the test instrument on quantity orders. The test instrument tag identifies the specific physical instrument that is used in the test. Selection of this checkbox triggers other functionality that is related to tracking and calibration of test instruments. To view, create, and edit the available test instrument tags, select Test instrument tags on the Action Pane.
    • Used for calibration – Select this checkbox for test instrument types that are used to calibrate other instruments and equipment.
    • Calibration label layout – For test instrument types where the Tag number required checkbox is selected, select the layout that is used to print calibration labels.

  3. Close the page.