Quality Workflows

To implement a bin transfer:

1. Check the item Use Bins box.

   Don’t change workflow field IDs unless you’ve attached a custom script to the workflow.

2. Set up bins and statuses for the lot in the item receipt, if you’ve enabled them.

To implement a status transfer:

1. Go to Setup > Company > Company Features.

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

   If you’ve checked Inventory Status, you’ll need to use status transfer too.

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

   Don’t change workflow field IDs unless you’ve attached a custom script to the workflow.

4. Set up bins and statuses for the lot in the item receipt, if you’ve enabled them.

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.

   Make sure the Release Status is set to Suspended.

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

   After you’ve updated all the states, only the new (copied) workflows should show 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 through e.

   To update the Released and Quarantine states, complete steps a through 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. If you want to transfer the lot to quarantine, do 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. If you want to transfer a lot from quarantine to a user-configured bin after the inspection queue is done, 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 next to the item name.

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

4. Check the Use Bins box.

   If you only want to do a status transfer, clear the Use Bins box

5. Click Save.

6. To run 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,

Related Topics