Quality Results Data Maintenance

Reference Contents > QA Results and Batch Tracking > Quality Results Data Maintenance

This window is used to enter Quality Assurance test results. It can also be used in conjunction with the Process — QA and Tracking Menu to maintain and add test result sets.

When a part is received into inventory and has a regime and its Quality assurance tested flag is set in the Part Maintenance window, the user is provided with this window into which they should enter the Quality Control test results.

NOTE: During inventory movements data is manipulated inside a serialized transaction so that all data changes are applied, or none at all in fault conditions. If user-entry were allowed during this process deadlocks could occur, locking other users out of the database for an indeterminate period. So, when a part movement subject to a QA Test is encountered a test record is created automatically with a blank result set within the serialized transaction. After the whole transaction is completed successfully this Quality Results window, with the blank results set, will open automatically, for each part so encountered to allow the user to enter the test results.

Button	Action
Revert	To revert any changes to the previously saved version.
Save	To save the changes you have made to the data file.

See also: –

– QA and Tracking Menu

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Quality Assurance Results Selection

Reference Contents > QA Results and Batch Tracking > Quality Assurance Results Selection

This subwindow is used to define the range criteria for a selection of part test results. It is displayed on windows requiring their selection.

Parent Windows

Part Quality Assurance Test Report Selection
Link System Maintenance
Graphical Analysis Maintenance – Graphs Tab

Operation

Enter data in the data entry boxes to restrict the range of parts. Records must meet all criteria entered to be selected. If the left and/or right data entry boxes are left blank for a particular criteria, parts will be selected between the first and/or last otherwise qualifying part record. Data entry boxes can be populated by finding a single item using Keyword Search, drag and drop from the Parts ScratchPad, or by double-clicking a list item from the Keyword Result window.

Data records can be obtained using one of the following methods or a combination of them (see Tip below):

1. Enter values into the selection ranges and use the Standard Search. The context menu provides a Clear Selection function.
2. Define or use a Custom Search.
3. Create an Ad Hoc Search Calculation using the context menu function.
4. Drag-and-drop one or more lines from the Parts ScratchPad (or BoM and Where-Used Listing) onto the general window area.
5. Use the ScratchPad Transfer Selected function
6. Use the KeyWord Search Transfer Selected function

TIP: Using an Ad Hoc Search Calculation (3) overrides any Custom Search (2) and a Custom Search overrides the Standard Search (1). In any of the search cases (1, 2 or 3), ScratchPad Transfer and Drag-and-Drop or KeyWord Search Transfer (4, 5 or 6) is combinational, so that records found using any of these methods must also conform to the search criteria adopted.

NOTE: This window contains fields introduced with version 5 that enable additional search (and sometimes sort controls), such as Adhoc extra where. For more help on their use and examples see the Client-Server SQL Introduction help.

Button	Action
Custom Search	Opens the Custom Search Selection window and checks the Use custom checkbox.

See also: –

Search Options Menu Quality Assurance Report Selection Parts ScratchPad Keyword Result

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Tracing List of the Source of Deliveries OR Destination of Supplies

Reference Contents > QA Results and Batch Tracking > Tracing List of the Source of Deliveries OR Destination of Supplies

The traceability system in the program works by recording all movements of parts marked as Tracked.

The Tracing Sources and Tracing Destinations functions of the Process — QA and Tracking Menu enables you to view Tracking data and identify the sources of material that has been used in a product or where purchased material or components have been used and are contained within products sent to customers.

You are provided with the Trace Selection window within which you can select a source or destination batch for review.

The trace list will show the passage of the selected batch through all movements and ultimately to the dispatches to customers of all products. If you click on a line in the list any history record from Purchase, Sales or Works History that is identified by the reference will be examined and details displayed below the list. This information is only available if a direct link can be made with the reference selected.

If you wish to view a further trace, click on the Trace Again button.

Button	Action
Links	The link icon is enabled if you have selected a tracking records is associated with a Purchase, Works or Sales History record. This then supports direct access to links to quality documents linked to purchase or works history.
Trace Again	To obtain an alternative trace.
Print	Provides a printed report of the trace records shown on the list.

Tracking References

The traceability system in the program works by recording all movements of parts marked as Tracked. Each time a quantity of the part is moved a tracking record is produced with the following information:

Movement and Type	Qty and Batch ID	Reference
SO dispatch – A	-ve Source	‘D’,CUSCODE,SAHDESP,SAHLINE or ‘C’,CUSCODE,SAHIVNO,SAHINVL
SO return – B	+ve New	‘C’,CUSCODE,SAHIVNO,SAHINVL
Job issue – A	-ve Source	‘J’,CUSCODE,JOBCODE,JBILINE
Job return – B	+ve New	‘J’,CUSCODE,JOBCODE,JBILINE
SO dispatch – A	-ve Source	‘C’,CUSCODE,SAHIVNO,SAHLINE
SO return – B	+ve New	‘C’,CUSCODE,SAHIVNO,SAHLINE
PO receipt – C	+ve New	‘S’,SUPCODE,POHPONO,POLLINE
PO return – D	-ve Source	‘S’,SUPCODE,POHPONO,POLLINE
General Issue – E	-ve Source	User entered or none
Gen. Return – F	+ve New	User entered or none
Outwork issue – G	-ve Source	‘S’,SUPCODE,POHPONO,POLLINE
Outwork return – H	+ve	Change qty or delete issue
WO kit issue – I	-ve Source	‘W’,WKOWONO
WO kit return J	+ve	Change qty or delete issue
WO receipt – K	+ve New	‘W’,WKOWONO
Allocation – L
De-allocation – M
Adjustment +ve qty – N	+ve New	User entered or none
Adjustment -ve qty – N	-ve Source	User entered or none
SO preparation – O
PO preparation – P
WO preparation – Q
Kitting qty adjustment – R
Quarantined (outward) – S	-ve Source (Non-Quar) if not float	User entered or none
Released (outward) – T	-ve Source (Quar)	User entered or none

Where:

• CUSCODE = Customer code
• SAHIVNO = Invoice Number
• SAHLINE = Invoice Line Number
• SUPCODE = Supplier Code
• POHPONO = Purchase Order Number
• POLLINE = Purchase Order Line Number
• WKOWONO = Work Order Number

New Batch Numbers are constructed from XNNNNNN, where X is the Batch number prefix set in the “System Manager” “Company Details…” and NNNNNN is the next batch serial number.

For +ve qty movements a new batch location is created when received into inventory.

For -ve qty movements the batch location is the source from inventory.

User entered tracking references cannot be prefixed by the characters “C”, “S” or “W” which are reserved for automatic references.

CUSTOM CAPABILITY: The following Options can be used to modify the Batch Number and Tracking system operation:

• optSOBatchNosInDesc If set to 1 or YES, Batch Numbers of tracked parts will be appended to the Sales History description and show on invoices.
• optStockBatchDateWarn If set to 1 or YES, a user warning is given on batch selection at the time of dispatch when date-based batch numbers are older than number of days set in PTMUSE2. This enables an expired batch to be identified so that expired stock is not shipped to customers.
• optStockBatchNoManual If set to 1 or YES, the user is permitted to enter a Batch Number for batch tracked items received from a Purchase Order or received from a Work Order. The number must be unique and have a different prefix character to that currently set in the Company Details.

See also: –

Trace Selection Batch Identification

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Reference Contents > QA Results and Batch Tracking > Tracing List of the Source of Deliveries OR Destination of Supplies

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Trace Selection

Reference Contents > QA Results and Batch Tracking > Trace Selection

This window is provided for you to select a source or destination batch for review in the Tracing List of the Source of Deliveries OR Destination of Supplies window.

Select the Part of interest in the normal manner. The navigation arrows and ScratchPad can be used.

Having selected a part that has tracking data, you can then either enter a Batch identification or a Reference. The reference for supplier receipts is either the Purchase reference or a code constructed from the Supplier code, Purchase Order number and Line number on the order. You can either enter the code in the Reference field or the three components separately. When you tab out of any field the system will attempt to locate the nearest match to the target record.

Alternatively, you can check the List for Part checkbox which will mean that the list is populated with the available tracking records for the part, from which you can select a line.

Having made your selection, confirm with an OK. The Trace list will then be built and displayed.

Button	Action
Cancel	Aborts the process currently in session. The keyboard equivalent is the Esc key for Windows computers and Command-.(full stop or period) for the Mac.
OK	The OK button updates the data you have entered, or confirms the selection and/or processes the function you have called.

See also: –

Tracing List of the Source of Deliveries OR Destination of Supplies

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QA Results and Batch Tracking Topic Contents

Reference Contents

Most topics are related directly to functional windows, menus or toolbars. Click on the topic to view details.

• – QA and Tracking Menu
• Customer Selection
• Non-Conformance Report Details
• Non-Conformance Report Selection
• Non-Conformance Selection
• Quality Assurance Report Selection
• Quality Assurance Results Selection
• Quality Assurance Test Results Review
• Quality Results Data Maintenance
• Trace Selection
• Tracing List of the Source of Deliveries OR Destination of Supplies

Reference Contents

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– QA and Tracking Menu

Reference Contents > QA Results and Batch Tracking > – QA and Tracking Menu

Quality Assurance results and reporting and review of Batch Tracking.

See also: –

Quality Results Data Maintenance

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Non-Conformance Report Details

Reference Contents > QA Results and Batch Tracking > Non-Conformance Report Details

Non-Conformance Reports

When a quantity of a part is, at any time, moved into a Quarantine multi-location, a Non-Conformance Report record will be created. A unique number is assigned. This number can be pre-set in the System Manager, Company Details, Document Numbers window. Creation of a Non-Conformance Report record is optional. The user is prompted at the time. At the time the Quarantine is made the Non-Conformance Report details window will open and you can enter any comments you wish. Thereafter the records can be accessed by selecting the Non-Conformance Reports function from the QA and Tracking hierarchical menu.

NOTE: During inventory movements data is manipulated inside a serialized transaction so that all data changes are applied, or none at all in fault conditions. If user-entry were allowed during this process deadlocks could occur, locking other users out of the database for an indeterminate period. So, when a part movement leads to quarantine stock, a NCR row will be created automatically within the transaction. After the transaction completes you will be offered the choice of deleting it or entering details of the non-conformance.

You can use the Create button to add a new Non-Conformance Report record. When you do this you must enter all the details yourself, unlike the automatic creation when parts are moved into quarantine.

From this window you can print labels for the report or an NCR certificate.

The Quantity Remaining and the Final Date/Time are not automatically determined. They can be edited, along with any comments.

Button	Action
Labels	To print a non-conformance label for the item.
Print NCR	Click here to print a Non-Conformance Report.
Find	Click here to find an NCR record by entering a value. TIP: When the window is in review mode (not during the creation of a new NCR or during a Find) the window will respond to a click on a Parts ScratchPad line. The first recorded NCR for the part is presented, if any exist for the part.
Create	Click to create a new non-conformance report record. TIP: When creating a new NCR, you can drag-and-drop a part from the Parts ScratchPad onto the part field in order to select the part.
Revert	To revert any changes to the previously saved version.
Save	To save the changes you have made to the data file.
Cancel	Aborts the process currently in session. The keyboard equivalent is the Esc key for Windows computers and Command-.(full stop or period) for the Mac.
OK	The OK button updates the data you have entered, or confirms the selection and/or processes the function you have called.

See also: –

Non-Conformance Report Selection

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Reference Contents > QA Results and Batch Tracking > Non-Conformance Report Details

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Non-Conformance Report Selection

Reference Contents > QA Results and Batch Tracking > Non-Conformance Report Selection

This report setup window provides you with the ability to choose a range of selections, sort order and report types.

You can drag and drop onto the Print Report button from the Parts ScratchPads to obtain a report of selected parts only.

NOTE: This window contains fields introduced with version 5 that enable additional search (and sometimes sort controls), such as Adhoc extra where. For more help on their use and examples see the Client-Server SQL Introduction help.

Button	Action
Cancel	Aborts the process currently in session. The keyboard equivalent is the Esc key for Windows computers and Command-.(full stop or period) for the Mac.
Print Report	Will cause a report to be printed of the subject matter. Right-click to change the report destination.

See also: –

Non-Conformance Selection

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Reference Contents > QA Results and Batch Tracking > Non-Conformance Report Selection

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Non-Conformance Selection

Reference Contents > QA Results and Batch Tracking > Non-Conformance Selection

This subwindow is used to define the range criteria for a selection of Non-Conformance Report records. It is displayed on windows requiring their selection.

Parent Windows

Non-Conformance Report Selection
Link System Maintenance
Graphical Analysis Maintenance – Graphs Tab

Operation

Enter data in the data entry boxes to restrict the range of parts. Records must meet all criteria entered to be selected. If the left and/or right data entry boxes are left blank for a particular criteria, parts will be selected between the first and/or last otherwise qualifying part record. Data entry boxes can be populated by finding a single item using Keyword Search, drag and drop from the Parts ScratchPad, or by double-clicking a list item from the Keyword Result window.

Data records can be obtained using one of the following methods or a combination of them (see Tip below):

1. Enter values into the selection ranges and use the Standard Search. The context menu provides a Clear Selection function.
2. Define or use a Custom Search.
3. Create an Ad Hoc Search Calculation using the context menu function.
4. Drag-and-drop one or more lines from the Parts ScratchPad (or BoM and Where-Used Listing) onto the general window area.
5. Use the ScratchPad Transfer Selected function
6. Use the KeyWord Search Transfer Selected function

TIP: Using an Ad Hoc Search Calculation (3) overrides any Custom Search (2) and a Custom Search overrides the Standard Search (1). In any of the search cases (1, 2 or 3), ScratchPad Transfer and Drag-and-Drop or KeyWord Search Transfer (4, 5 or 6) is combinational, so that records found using any of these methods must also conform to the search criteria adopted.

NOTE: This window contains fields introduced with version 5 that enable additional search (and sometimes sort controls), such as Adhoc extra where. For more help on their use and examples see the Client-Server SQL Introduction help.

Button	Action
Custom Search	Opens the Custom Search Selection window and checks the Use custom checkbox.

See also: –

Search Options Menu Parts ScratchPad Keyword Result

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Customer Selection

Reference Contents > QA Results and Batch Tracking > Customer Selection

This window opens when you use the Process — QA and Batch Tracking — Print Certificate function. You will have to have selected a quality record in the Quality Results Data Maintenance window first. It is also used to select a customer when printing a specification from the Quality Results Data Maintenance window. In this case ignore the quantity.

The purpose of this is to provide a Customer with a Certificate potentially before any dispatch is made. Hence the need to enter a quantity for the certificate.

Button	Action
Cancel	Aborts the process currently in session. The keyboard equivalent is the Esc key for Windows computers and Command-.(full stop or period) for the Mac.
OK	The OK button updates the data you have entered, or confirms the selection and/or processes the function you have called.

See also: –

– QA and Tracking Menu Quality Results Data Maintenance

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Reference Contents > QA Results and Batch Tracking > Customer Selection

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