Quality Workflows

To implement a bin transfer:

1. Check the item Use Bins box.

   Do not modify workflow field IDs unless a custom script is attached to the workflow.

2. Configure bins and statuses for the lot in the item receipt, if enabled.

To implement a status transfer:

1. Go to Setup > Company > Company Features.

2. In the Items & Inventory subtab, check the Inventory Status box.

   If Inventory status is checked, then status transfer functionality is required.

3. To implement status transfer, clear the item bin option box.

   Do not modify workflow field ids unless a custom script is attached to the workflow.

4. Configure bins and statuses for the lot in the item receipt, if enabled.

To copy a receipt quarantine workflow:

1. Go to Customization > Workflow > Workflows.

2. Click the Name link for the workflow you want to work with.

   The Release Status must be Suspended.

3. In the Workflow page, click More and then click Make Copy.

   After all states are changed done, only newly created (copied) workflows should display Released status.

To create a Quarantine Pending Inspection:

1. In the copied workflow, complete the following:

   1. Delete the Quarantine Pending Inspection action.

   2. Click New State.

   3. In the State popup window, click New Action.

   4. Click Quality Receipt Quarantine (Custom).

   5. Click Save.

   To create Released and Quarantine states, repeat steps a -e.

   To update the Released and Quarantine states, complete steps a to c.

2. To customize the copied workflow, open the workflow.

3. In the workflow page, click the Quarantined Pending Inspection state box.

4. In the State panel, click Quality Receipt Quarantine:

   1. Ensure that the Move into Quarantine Value is Yes.

      • To enable bin transfer, click Create Bin Transfer.

      • To enable status transfer, click Set Inventory Status.

   2. Click Save.

5. Click the Released state tile.

6. In the Released panel, click Quality Receipt Quarantine:

   1. Clear the Move into Quarantine box.

   2. To enable status transfer, check the Set Inventory Status box.

   3. To enable bin transfer, check the Create Bin Transfer box.

   4. Click Save.

7. Click the Quarantined tile.

8. In the State panel click Quality Receipt Quarantine to update the following:

   1. Check the Move into Quarantine box.

   2. Clear the Quarantine Pending Inspection State box.

   3. Click Save.

To transfer a lot to quarantine:

1. To optionally transfer the lot to quarantine, complete the following:

   1. Go to Lists > Accounting > Items.

   2. Next to the item you want to update, click Edit.

   3. In the Custom subtab, beside the item you want to update, click the Specification Context.

   4. In the Pre-Inspection Action field, select Quarantine.

   5. Click Save.

2. To optionally transfer a lot from quarantine to a user configured bin after the inspection queue is processed, set a conformance rule:

   1. Go to Quality > Specifications > Search.

   2. Click List Specification.

   3. Next to the item you want to update, click Edit.

   4. In the Quality Specification Form, click the Conformance Rules subtab.

   5. Beside the rule you want to edit, click Edit.

   6. In the Action list, select Quarantine.

   7. Click Save.

To implement bin transfer:

1. Go to Lists > Accounting > Items > New (Administrator).

2. Click Edit beside the item name.

3. On the item record, click the Purchasing/Inventory subtab.

4. Check the Use Bins box.

   For only status transfer, clear the use bin box.

5. Click Save.

6. To execute the status transfer:

   1. Go to Setup > Company > Enable Features.

   2. In the Items & Inventory subtab, check the Inventory Status box.

      When enabled, in the Item Receipt, configure lot Bins and Status.

7. Click Save.

To enable a workflow:

1. in the workflow list, next to the newly copied workflow, click Edit.

2. In the workflow, click the pencil icon.

3. In the Release Status list, select Released.

4. Click Save,

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