Quality Workflows

The Quality Management SuiteApp gives you workflow templates that you can copy and deploy with minimal setup.

To access a template, go to Customization > Workflow > Workflows.

Quarantine Workflow

The Quarantine workflow tracks inspection transitions. It uses a custom SuiteFlow script to perform a NetSuite Bin Transfer or Inventory Status Change, marking items as quarantined and subsequently released.

Note:

To configure the Quarantine workflow, you'll need to enable bin transfer and check the item Use Bins box.

The following diagram describes the Quarantine workflow:

                                                                                                                                                                                                                                                                                                                 

For more information, see Creating a Workflow.

SuiteFlow Configuration

You can use the Quality Receipt Quarantine SuiteFlow script in these workflow states:

You can set up the SuiteFlow script to control what happens using these parameters in the State subtab, Action list.

Field

Action

Move into Quarantine

This is Boolean value that shows if you want to apply the script or undo the quarantine action For example, bin-transfer into or out of the quarantine bin.

  • Select Yes for quarantine and pre-quarantine states.

  • Select No for release state.

Set Inventory Status

This is a Boolean value that indicates whether the NetSuite action perform an Inventory Status Change.

Set this the same way for all states that use the script.

Quarantine Status ID

This is the internal inventory status record ID for all quarantined material.

  • Only set this if Create Bin Transfer is set to Yes

  • Set this the same way for all states that use the script.

Create Bin Transfer

This is a Boolean value that shows if NetSuite should do a Bin Transfer.

Set this the same way for all states that use the script.

Quarantine Bin

This is a Boolean value that shows if NetSuite should do a Bin Transfer or an Inventory Status Change.

  • Set this if Create Bin Transfer is set to Yes.

  • Set this the same way for all states that use the script.

Return to Vendor Workflow

The Return to Vendor workflow monitors inspection transitions. This workflow uses a custom SuiteFlow script to create a Vendor Return Authorization that starts item receipt return process that failed inspection.

The following diagram outlines the Return to Vendor workflow:

                                                                                                                                                                                                             

SuiteFlow Overview and Modification

The Quality Receipt Return SuiteFlow script is used when the workflow is in Returned state. This script reviews the inspection to identify the Purchase Order (P.O.) and the item receipt that generated it. The system then creates a new vendor return authorization (VRA) record from the receipt for all line items in the original receipt.

Important:

Carefully consider changing the baseline NetSuite script to control what gets returned. Any changes you make are your responsibility.

Potential Enhancements:

Leveraging Delivered Workflows

Quality Management workflows aren't deployed and locked so that:

Make sure you copy, set up, and enable the workflows that support your Quality Management implementation.

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.

Note:

The Quality Receipt Quarantine workflow template works with the Receipt from Purchase Order trigger. If you want to use it for other triggers, attach a custom script with your setup.

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.

Pre-inspection and Conformance Rule Queue Bin Status

The following table shows the queue status details and lot location based on pre-inspection action and conformance rule configurations. Make sure you define the quarantined bin in the workflow.

Serial Number

Inspection Queue Status

Pre-Inspection Status

Conformance Rule

Lot Bin

1

Pending/In work

Set to Quarantine

Set to Quarantine

Quarantine Bin

2

Pass

Set to Quarantine

Set to Quarantine

User Defined Bin

3

Fail

Set to Quarantine

Set to Quarantine

Quarantine Bin

4

Pending/In work

Not Set

Set to Quarantine

User Defined Bin

5

Pass

Not Set

Set to Quarantine

User Defined Bin

6

Fail

Not Set

Set to Quarantine

Quarantine Bin

7

Pending/In work

Set to Quarantine

Not Set

Quarantine Bin

8

Pass

Set to Quarantine

Not Set

User Defined Bin

9

Fail

Set to Quarantine

Not Set

Quarantine Bin

Pre-inspection and Conformance Rule Queue Lot Status

The next table displays the queue and lot status based on your pre-inspection action and conformance rule configurations. Make sure you define the transferred status in the workflow.

Serial Number

Inspection Queue Status

Pre-Inspection Status

Conformance Rule

Lot Bin

1

Pending/In work

Set to Quarantine

Set to Quarantine

User Defined Status

2

Pass

Set to Quarantine

Set to Quarantine

Good Status

3

Fail

Set to Quarantine

Set to Quarantine

User Defined Status

4

Pending/In work

Not Set

Set to Quarantine

Good Status

5

Pass

Not Set

Set to Quarantine

Good Status

6

Fail

Not Set

Set to Quarantine

User Defined Status

7

Pending/In work

Set to Quarantine

Not Set

User Defined Status

8

Pass

Set to Quarantine

Not Set

Good Status

9

Fail

Set to Quarantine

Not Set

User Defined Status

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

Currently the workflow Action parameter values (Quality Receipt Quarantine) should be the same for all statuses. The Quarantine Bin and Quarantine Status ID values should also match for the Released, Quarantined Pending Inspection, and Quarantined states. If you need something different, you can customize the workflow.

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.

Configuring Workflows

Each NetSuite baseline workflow configuration is described in workflow sections.

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,

Creating Workflows

You can set up workflows to work with the Quality SuiteApp like you do with NetSuite workflows. New workflows should:

To learn more, see Adding a Specification Conformance Rule.

Related Topics

General Notices