Quality Control Manual 2015

Quality Control
For Microsoft Dynamics NAV

Produced and Distributed by:

Cost Control Software, Inc.
12409 Old Meridian Street
Carmel, IN 46032

Phone: (317) 846-6025

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 Quality Control Manual 2015

Table of Contents
Application Description. 3

Installation.. 4

Integration Instructions 5

Setup Keys 9

Setup Quality Control12

Workflow.. 26

Support. 49

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Application Description
Quality Control is designed to enable Testing of incoming Raw Materials with Lot or Serial
Number or Finished Goods with Lot or Serial Numbers placed into Inventory. For each
Inventory Item to be tested, you will first set up your Items Quality Specifications for
both Measures and Methods.

Actual Test results will be entered into a test results Page, which enables you to compare
your Low and High Limits to the Target Test Results. Non-Conforming test results will be
flagged as exceptions.

Quality Control is built around Dynamics NAVs Item Tracking Granule. Item Tracking
enables Lot Number Tracking on either Finished Goods or Raw Materials. (Purchased
Items or Produced Items)

Quality Control is designed to enable Customer Specific Specifications on each Item. The
Item Specifications will also hold multiple Versions and Effective Dates on each Version.
(Similar to a Production Bill of Materials) This way a Customer can notify you of future
Specification Requirements prior to your Production Cycles. When a Lot is tested it is
tested against your internal specifications. A Certificate of Analysis can be generated
after the test is certified.

When Lot items are shipped, it is possible to print a Certificate of Analysis for that specific
Lot Number. The Shipments Certificate of Analysis can be printed showing your
companys Specifications or your Customers Specifications. Any Non-Conformance Lines
will be indicated.

Lot Numbers are typically selected by the Customer Service Representatives to assure
conformance to a Customers Specified Quality Measures. The Shipment Document has
been modified to display the desired Lot Numbers to pick and ship that meets that
Customers Specifications. A fresh Certificate of Analysis can be generated directly from
the Posted Shipment Document at any time.

Actual Test Results can be printed immediately upon completion of a given test, or can be
printed in Batch at the end of any time period. All test results are stored in a Testing
Results Log for reporting and historical purposes.

Dependencies: Dynamics NAVs Item Tracking Granule, Location Codes (Recommended)

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What is Quality Control?
Quality control is a process that is used to ensure a certain level of quality in a
product or service. It might include whatever actions a business deems necessary
to provide for the control and verification of certain characteristics of a product or
service. Most often, it involves thoroughly examining and testing the quality of
products or the results of services. The basic goal of this process is to ensure that
the products or services that are provided meet specific requirements and
characteristics, such as being dependable, satisfactory, safe and fiscally sound.
Companies that engage in quality control typically have a team of workers who
focus on testing a certain number of products or observing services being done.
The products or services that are examined usually are chosen at random. The
goal of the quality control team is to identify products or services that do not meet
a company's specified standards of quality. If a problem is identified, the job of a
quality control team or professional might involve stopping production or service
until the problem has been corrected. Depending on the particular service or
product as well as the type of problem identified, production or services might not
cease entirely.
Usually, it is not the job of the quality control team or professional to correct quality
issues. Typically, other individuals are involved in the process of discovering the
cause of quality issues and fixing them. After the problems are overcome and the
proper quality has been achieved, the product or service continues production or
implementation as usual.
Many types of businesses perform these types of quality checks. Manufacturers of
food products, for example, often have employees who test the finished products
for taste and other qualities. Clothing manufacturers have workers inspect
garments to ensure that they are properly sewn. Service-oriented companies often
have representatives who observe the services being performed or who do follow-
up checks to ensure that everything was done properly.
Quality control also might involve evaluating people. If a company has employees
who don't have adequate skills or training, have trouble understanding directions
or are misinformed, the quality of the company's products or services might be
diminished. This is especially important for service-oriented companies, because
the employees are the product that they provide to customers.
Often, quality control is confused with quality assurance. Though the two are
similar, but there are some basic differences. Quality control is concerned with
examining the product or service the end result and quality assurance is
concerned with examining the process that leads to the end result. A company
would use quality assurance to ensure that a product is manufactured in the right
way, thereby reducing or eliminating potential problems with the quality of the final
product.

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Quality Control for NAV

Raw Material Receiving

Purchase Receive QC Location

Order

Inventory Pass Testing

Fail

Return to Vendor

Finished Good Production

Production Post
FG QC Location
Order Prod

Inventory Pass Testing

Fail

Re-Work

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Installation
Install Instructions for Quality Control:

1) Download Objects from either the FTP site or from an email.

2) Unzip the downloaded objects.

3) Create and Open your target NAV database. (Provided by your NAV Reseller)

4) You can import any object in the 14 million and/or 37 million range with no
conflict.

For Objects in the NAV Object Range, decisions need to be made.

If the Database is unmodified then you can just import our FOBs.

If the Database is modified, then you will hand integrate the FOBs.
(Cost Control does provide an integration service if you prefer to have someone
else do the hand integration.)

5) If you ordered a Database: we will send FOBs and a Company Backup too.

The Company Backup will contain 2 Companies:

- The first company is the CRONUS company that we used for testing. This
company is also good for your Practice and Learning as it has practice data
installed.

- The second Company is our enhanced RapidStart Company. The RapidStart

Company will have most of the setup finished for you. Just re-name the RapidStart
Company to Your Company Inc. (your real name), add your Customers, Vendors
and Items. Start using NAV.

Always feel free to contact us with questions: (317) 846-6025

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Integrating Instructions:
Instructions for integrating Quality Control into your Database

Before starting, you will need to determine a couple of things about your database.

IMPORTANT: Compile ALL existing objects before starting the installation. Resolve all
compiling errors before starting installation. This assures that when you compile
objects after the installation, any compiling errors at that time will be caused by the
installation and not something before the installation started.

Determine if any of the above listed objects have been modified in the database in
which you are going to add Quality Control. This is easily accomplished by starting an
import of the appropriate fob file and looking at the import worksheet.

WE HIGHLY RECOMMEND THAT YOU READ OUR TIPS AND WARNINGS PAGES
LOCATED AT THE BACK OF THIS DOCUMENT BEFORE STARTING.

If this is the first time that you are importing Quality Control, then the only objects
that may have conflicts are the base Dynamics NAV objects. If you find that you
have modified the same base Dynamics NAV objects then you will need to manually
integrate the Quality Control changes found in those objects. To assist the manually
integration process we have supplied a detailed Change Log.

Files available for importing are:

CCSI_30QHist_AllAddOnObjects_120901.fob

Start by importing this one file. It contains all the Quality Control objects and all
dependant addon objects. If you have conflicts. Then use the following Change Log
to read about where the modifications exist and manually integrate the changes.

1. Copy the supplied fob(s), Documents (This manual), and optionally any provided
sample databases to your local hard drive for integration and testing.

2. Start Dynamics NAV Attain.

3. Go to Tools, Object Designer
4. Go to File, Import
5. Go to provided fob - CCSI_30QHist_AllAddOnObjects_120901.fob
6. Select Open

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7. You should get the following message.

8. Say NO. Open the Import Worksheet for review. (always)

If none of the objects listed above have been modified in the target database you can
import the object file. When you start the import, you will get a different message
than the one shown above that states that no conflicts were found, select yes to
import the objects immediately or select no to open the Import Worksheet. It is
recommended that you select no so the Import Worksheet will open in all cases.

Even when there are no conflicts you will need to import the .FOB file in two(2)
passes.

1. Once the Worksheet is open, go to the Action column and select SKIP on all the
base Dynamics NAV objects, and make sure the Higher numbered objects
(14004000+) have the Create or Replace action and then select OK.

2. Next do the File, Import process again on the same .FOB file. This time use the
Replace All Button to flag ALL the objects with the Replace action. This will
guarantee that all of the objects in the .fob actually get imported.

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You should get a screen similar to this.

If there are conflicting objects the Import Worksheet will indicate which objects are in
conflict. If you have any conflicting objects make a list of these objects. These are the
objects you will have to hand integrate the Sales Quality Control changes into.
Instructions for hand integration of individual objects can be found in the Change Log.

If some, but not all, of the above listed objects have been modified in your database you
can import the ones that have NOT been modified by using the Import Worksheet to
indicate which objects to replace and which objects to skip. Choosing replace next to an
object in the Import Worksheet will cause that object in your database to be replaced by
the import object of the same number. Choosing skip will prevent the object in your
database from being replaced. Select replace for all objects NOT on your conflicting
object list and select skip for all objects ON your conflicting object list. Using the merge
option is not recommended as a means of dealing with modified objects. Using this
option could make your task much harder.

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9. Select OK ONLY after you have decided to Replace All, OR you have edited the
Action column on the import worksheet. (Reminder: Please read our Tips and
Warnings about Dynamics NAVs Import process at end of this manual.) You
must remember the objects that you selected to be skipped due to conflicts, so
that you can manually integrate the changes later. (Write them down now or
take a print screen.)

10. After saying OK, the Dynamics NAV Import dialog box will say: create: X and
replace XX.

11. At this stage there are new tables, forms, and reports added to your database.
But they have no data in them.

12. If you were able to import and replace ALL objects then Compile all the objects.
Problems or objects that were not able to be compiled will be marked. Use the
View, Marked only choice from the tool bar at the top of the Dynamics NAV
screen while still in the Object Designer. If you exiting object designer will remove
the marks!! And you will have to compile again to know which objects failed.

13. If there were Conflicting objects or compile errors, please continue reading and
compare the Change Log to the database objects.

14. If there are not conflicts or compile errors then you have completed the
installation and you can skip the change log area and continue on with the Add-on
Setup & Workflow section.

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Setup - Keys

Table #18 Customer Table

Add the following new field: 60040 Has Quality Specification.

Used for viewing only customers that has Specifications. Launch list from the QC Menu.

Table #27 Item Table

Add the following new field: 60040 Have Quality Specification.

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Table #32Item Ledger Entry:

Add the following 2 new keys:

For Report #14004592.

Enabled Key SumIndexFields

Yes Lot No.,Posting Date

For: ??, new key as shown below.

Table #338Entry Summary:

Add the following fields as shown.

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Table #6505Lot No. Information

Add the following 2 fields as shown

Table #6507Item Entry Relation Table

Add the following field as shown

Once all the changes have been made, COMPILE ALL objects again. If compile errors still
exist, Dynamics NAV will mark the problem objects and you will need to double check the
integration in your database with the change log. If you are sure that all changes are in
the database and compile errors continue please contact you NSC immediately.

If all objects compile, then continue on with the Setup & Workflow instructions.

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Setup Quality Control

Dynamics NAV pre-requisite: Item Tracking Granule. Since Quality Control is built on
the premise of doing testing on LOTS, it is required that you have purchased the Item
Tracking Granule that enables Lot Number and Serial Number Tracking. This document
will not cover training on that Granule. Contact your local NSC for Item Tracking
training. We will build new concepts on top of your knowledge of Item Tracking.

1. The Quality Control Setup needs to be run

When you received your objects you should have receive a menu suite 59 and 1059.
These would have the Quality Control options added to the menu. You may need to
recompile your menu suites to flush the changes through if the End-user already has
custom menu suites in the database.

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2. Next, setup your Quality Measures Descriptions. Here is a sample.

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Notice that Quality Measurers can have results recorded in two different ways as a
numeric value or a value selected from a list. For instance the Quality Control
Measurement of APPEARANCE has a result select list : PERFECT, POOR, DAMAGED. Only
PERFECT and POOR qualify for passing inspection.

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3. Next set up your testing Methods and Descriptions. Here is a sample.

4. QC Setup General Tab

Next set up your QC Test Number Series. This is the number that will be assigned
automatically to each new QC Test.

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QC Requirements

In Code unit 22 there is standard code checking for Item Tracking CheckItemTracking

In this Procedure we additionally add code to see if QC Requirements is checked. This is

just an indication to proceed with the QC Requirement code.

If you have any items that will have required QC then this QC Setup field needs to be
checked. An indicator field on the PO Line will reflect this QC Required.

The code in the procedure then checks the QC Requirements table to see if the Item has a
QC Requirement, or a Item/Customer QC Requirement.

When you are setting up the QC Specifications the QC Requirements table is found on the
Setup menu button. See below.

It is the Quality Testing Required field setting on the QC Requirements table (shown
above) that will default the check box field QC required on the Purchase Lines.

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Default QC Location

On form OBJECT Form 14004601 Quality Lot Test Header there is a Command Button
called Transfer.

The process of creating an Item Transfer from the Default QC Location to whatever the
user enters.

Example: Create a LOC = QC. Then receive or product to the QC Location. Once testing is
complete use the Transfer feature to move the item to the Main Location. (BLUE)

5. Specifications:

The last step, and most challenging, is to setup your Items QC Specifications. This
could be any of the following:
Your companies Specifications
Your customers Specifications

Multiple Versions within each.

Multiple Types per Specification.

First setup your Companys standards per Inventory Item that you intend to do LOT
Tracking with. (QC Specification) Each Spec Sheet will have a Header Section and
Lines Section.

Here is an example of the Specification Screen:

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This sample is for Item No.: 80216-T Ethernet Cable

See if you can find this item in your Sample Database. It will need to be in Status =
Under Development to be able to add the Quality Measure Line items. These are the
Lines that help us establish the Lower and Upper Limits of each test. You will see soon
how we will pull this information into our Testing area.

Below you will find a second Quality Specification that is specific to a Customers
Specifications. The only real difference is that both the Item No. and Customer No. have
been identified.

Notice also the Active Version is displayed. Each Specification can have multiple
versions with the most current being the Active Version. This is controlled by the
Effective Date on the Spec Version Card.

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You can access the Spec Versions from the Quality Spec Menu Button shown above.

The Version Window looks almost identical, but it has an Effective Date field and
Version Code field added.

These versions will be used later during the Order Entry process to help identify which
LOT Numbers are in compliance with the Customers desired specification. (Not your
testing specification)

Note: To be usable the Version must have the Effective Date and be Certified as
shown above.

Notice that each Header or Version can have Comments.

Notice that each Quality Line can have Comments.

Notice that there is a Copy Function to copy Quality Lines from the Header or other
Versions. Then edit the Lower and Upper Limits as needed for this version. Last step is to
Certify the Version.

Printing of Specifications is only done from the Header Specification. There is a print
button provided, and if there are sub-Versions they will be printed as well.

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We provide 3 ways of accessing the Quality Specification Window:

1. From the Quality Control Menu, Quality Specifications.

2. From the Quality Control Menu, Specifications by Item

This enables you to select the Item Number that you want to Add/Change/or Delete the
specifications to. Use the QC Specs button shown above to access the Spec Card.

3. From the Quality Control Menu, Specifications by Customer.

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You will be presented a List of Customers who actually have Quality Specifications. From
the QC Specs menu you can access their Specification Card(s). Notice the Sub-Form
shows all the Customers Items Specifications.

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Use the Item Specifications to view that Customers specific specifications.

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6. Lot Number Information

This is really not a setup area, but rather an automatically populated LOT MASTER
Card. Each time you produce a new Finished Good Item and assign a LOT Number to
the Production, this Card will be automatically updated. Each time you Receive an
item into Inventory AND assign a LOT Number to the received item a Lot Number
Information card will be set up.

Note: If you receive multiple times the SAME Lot Number there will only be one Lot
Master. (One Card per Lot Number.)

Since the Quality Control Granule is built on testing of LOTS, this card will indicate
with the Lot Test Exists indicator whether this LOT Number has been tested or not.

Options from the Lot No. menu:

You can access the associated Item Tracking Entries.

You can access Lot No. comments.

You can access any tests that have been performed on this Lot No. If it has not been
tested yet, you can start a new test from the Testing menu choice.

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Workflow
Quality Control was developed to allow users to enter LOT NUMBER Test Results and
then compare the results to internal Company Quality Standards or Customer Specific
Standards (Specifications).

These Standards are pre-defined for each Inventory Item that is to be Lot Tracked and
tested. (see above setup instructions)

The Testing Window can be accessed from the Lot Information Card or directly from the
Quality Control Menu list under Lot Testing.

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You will be taken to the Quality Lot Test Card.

From the Lot No. Testing Card follow these steps to record a new Test Results:

1. Select New to start the new test.

2. Select the Item Number to be tested.

3. Select the Lot Number to be tested.

Optionally you can enter: Qty Inspected, UoM, Test Date, Test Time, and Tested By.

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4. Run the Function to Get Specifications or manually add the Quality Measures.

The Sub-Form will be filled in with that Items Quality Specifications that were setup
previously. If there are multiple Versions, the system will pull in the most current and
Certified Version.

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Optional: Print the Testing worksheet (Put on a clip board for the Lab Technician)

5. Move to the Actual Measures Column and enter your testing results.

Notice that any test results that are out side of the Limits established will automatically
be flagged as Non-Conforming.

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Notice that the Lines Test Date and Time are filled in automatically as you enter the test
results.

Notice that there are Line Comments available for you to record any special comments
about the particular Line Entry. There are also Test Comments available from the
standard Comment Icon.

Any adjustments to Lower, Upper, or Actual entries will be automatically recorded in the
Lines Comments. (Change Log)

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Optional Display Prefix and Optional Display Value gives you the flexibility of reporting
results within a greater than or less than value instead of a single fixed value. The
printing of the test results is actually printing the Optional Display Prefix and Optional

Display Value. The default is always equals to the Optional Display Value which defaults
to the Actual test value.

If the specifications only call for the test results to be greater than a value, then you can
change the Optional Display Prefix to be the greater than sign (>). The system will default
the Lower limit value into the Optional Display Value field. You may edit the optional
display value as long as it stays within the specification limits or is accurate related to the
actual value. The same process works using the less then (<) sign in the Optional
Display Prefix.

6. Upon completion of entering your test results, set the status of the test:

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Typically it would be set to Certified or Rejected. Set it to In-Process if you have to
leave and come back later to finish the test results. You cannot edit test results in
Certified or Rejected Status.

Set to Ready for Testing if you are assigning the test to a Lab Technician.

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7. From the Lot Testing Card you can print a pre-test worksheet that can be taken to the
Labs Workbench to be used as a data entry print out. Just fill in the Test results
(Comment Column) and then later enter the information into the Testing Card. (Or enter
Real Time, if you have a Workstation at your Workstation)

If you have entered the actual test results, this same report will print out those test
results.

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Also, you may print a generic Certificate of Analysis at this stage to show the Test
Results of this Lot Numbers Test. (Only for Certified Tests)

This document can be reformatted to any desired appearance.

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Quality Control Reports:

Quality Control provides 4 pre-defined reports:

1. Quality Specifications

This is a print out of the Items or Customers Quality Measure Specifications.

2. Lot Number Activity

This report is by Lot Number and shows all in/out activity for each Lot Number printed.
Use filters as needed to limit the scope of this report.

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3. Test Results by Lot Number

This report is a detailed print out on the results of each test performed on each lot.
Use filters as needed to limit the scope of this report.

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4. Test Results by Item Number

This report is a detailed print out on the test results of each Item Numbers Lots.
Use filters as needed to limit the scope of this report.

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Logistics of Quality Controlled Physical Inventory movement:

The Quality Control module works closely with Item Tracking & Location Codes.
Some of the first decisions you need to make are related to where the inventory is
located when it is being tested, and where it goes when the Quality Testing is complete.
Inventory that Passes Quality specification goes to the location code(s) from which you
sell product. Perhaps Inventory that does not pass will go back to the Vendor or move
to a bone yard location. Typical Processing Steps related to Quality Control.

Inbound:
1. Enter an Item No.
2. Setup the Items Lot Tracking information.
3. Create the Items Quality Specifications.
4. Order or Start Production for the Item.
5. Receive Quantity on Purchase Orders OR
6. Enter Quantity Produced in the Output Journal
7. In both #5 and #6 you enter the Lot No. and specify a temporary Location for the
inventory while Quality Testing is being preformed.
8. Create a Testing Record for the Lot No.
9. Do the tests and record the test results in the Test Record.
10. Assuming the Lot passes, you now transfer the inventory out of the temporary
Location and put it away in the selling location(s).
11. Lots that dont pass can be returned to Vendors or transferred to a scrap or bone
yard location.

You can using the Item Journal, Warehouse Journal, or Transfer Orders to perform
inventory transfers.

During Purchase Requisitions, remember to filter out the location code(s) that contain
inventory of goods that do not meet Quality Control standards,
i.e. enter <> BONEYARD in the Location Code Filter before running the Calculate
Inventory on the Requisition Worksheet.

Outbound:
1. Create Sales Order for the Item.
2. Lookup Lot availability and testing results.
This lookup is Location Specific.
3. Select the Lots that meet the customer specifications.
4. Print the QC Picking Document which will show the Lot Numbers selected.
5. Post Ship or Post Ship and Invoice
6. Print the Certificate of Analysis from the Posted Shipment Document.

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Purchase Order Processing Ideas

When you are purchasing items that are to be lot tracked it is important (mandatory) to
record the received Lot Numbers prior to Post of the Receipt.

This entering of the Lot Number or Serial Number is done on each Line of each Purchase
Order.

Here is a sample with Serial Numbers:

Notice that you can receive multiple LOTS on one receiving Line. You will use the Item
Tracking Line Window to enter the Vendors Lot Number and the Quantity of that Lot to
receive.

It is possible to let Dynamics NAV Assign the Lot Numbers, but we recommend you use
the Vendors Number. Once the Lot Number and Quantities have been entered, just
press

ESC to close this allocation window. You will return to the POs Line. Select the next Line
or next PO to record the next Lot Number(s).

We recommend you review this process carefully with your Receiving Department.
Accuracy is very important for later Testing and Tracking of your Lot Numbers.

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Normal PO processing occurs from that point forward.

Production Order Processing

Some companies will produce a Finished Good Item that is to be put into Finished Goods
Inventory with a Lot Number. In this case the Company is assigning the Lot Number
themselves to the Finished Good Item.

The item must be produced into Finished Goods Inventory before Lot Number Testing can
begin.

You will follow normal Dynamics NAV Manufacturing steps with the following addition to
record the Finished Goods Lot Number.

1. During your recording of the Qty Produced in the Output Journal, go to the
Production Order, Item Tracking Lines and enter the desired Lot Number to assign to
your Finished Good Item.

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2. Now enter the Lot Numbers. (Or let system Assign them)

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Close the Item Tracking Line Window. This will be the Lot Number placed into the Lot
Master Card. Notice that it is possible to split a production run into multiple Lot Numbers
if needed.

You will need to enter this Item Tracking Line Window for each Line in your Output
Journal that is to be Lot Tracked.

2. Go to the Lot. Number Information Card. Find the Lot Number just produced.

3. Perform the prescribed test.

4. Record the Test Results as discussed above.

5. Print a Certificate of Analysis if needed.

Sales Order Processing with Lot Numbers

We will assume that the Item has now been tested and the results have been entered
into the Test Results Window.

Remember, the test was performed against our companys specifications, not the
customers specifications.

But, now the Customer is placing an order for your Finished Good. The challenge is to be
sure the LOT that we ship matches this Customers Specifications. (Not ours) The Actual
Measures were taken against our Specification. At the time of the test we are not sure
who will be ordering the Finished Good and what their individual Specifications will call
for.

With this new Customer Order we must be sure that we PICK a Lot that is in compliance
with the Customers Specifications. It becomes the job of the Customer Service
Representatives to notify the Shipping Department which LOT Number to pull, so that the
specifications are in conformance. (not the other way around.)

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A special window has been designed for just this purpose:

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The Item Tracking Summary Window is launched from the Edit Assist button on the
Item Tracking Lines Window. From here the Customer Service Representative can see
any Lot Numbers that are not in compliance with the Customers Specifications. (not our
specification)

They can even Lookup to a Quality Compliance View by just clicking on the Lot Number.
This Compliance View will show the details of the Actual Test Results compared against
this Customers Specifications. You can see that only one Quality Measure is out of
compliance. The Customer could be notified for acceptance of this non-compliance or a
different Lot Number could be selected that is compliant.

Press ESC to return to the Lot Number Selection Window.

Click OK to select your desired Lot Number to ship.

Repeat this selection process for any other Sales Order Line Items.

Ship and Invoice the product to the customer. (Follow normal Dynamics NAV procedures)

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When this Sales Order is POSTED Shipped, the values in the Compliance View are also
POSTED to a QC Posted Compliance View Table for audit purposes.

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As you can see from the above Posted Item Tracking Lines you can access via View QC
Results the QC Posted Compliance View. This holds all the Actual Values and the
Customers requested Specifications. (Complete Audit)

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Notice that you can now print a Customer Specific Certificate of Analysis. This C of A
will print with the combination of the Customers Specifications and this Lot Numbers
Actual Test Results.

You may access this same Posted Information for the Posted Sales Invoice Window as
well.

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Since the Order Entry Department is driving the selection of the Lot Number to be picked,
it is suggested that you print a Picking List that will include the desired Lot Number to be
picked. (This is only available if you have purchased Reports Pack.)

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Dynamics NAV Manufacturing and Quality Control

There are only two possibilities:

1. Making a FG Item. (Output Journal)

2. Using a RM Item. (Consumption Journal)

As you produce a FG into Inventory (Output Journal or Production Journal) you may want
to assign a Lot Number to your production recording. (Auto-assign or manually assign)
From the Output Journal Line, Production Order, Item Tracking, Enter your Lot Number or
Auto Assign.

Note: You may have already made some of the FG and you want to record more into the
same batch (lot). From the Lot No. field you can lookup what Lots have been produced so
far and add to the same Lot or start a new Lot Number Series.

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The second possibility is to consume Lot Numbered Items, and maybe Lot Numbered
Items that have had a QC Test performed. This entry would be made in the Consumption
Journal and telling the system which RM Lot Number you want to pull from stock. (ILE)

Notice how we only display the Testing Information (with drill down options into the
test). We do not block you from using a Lot Number Item just because it has not been
tested.

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Blocking Lots

From time to time it may become necessary to BLOCK a specific Lot.

From the Lot No Information Card, just click YES to set the field to block. This will Block
prevent any further Sales Order Processing until the Block is removed.

New for 2013 R2 and beyond

1. Edit Line controls at the QC Test Lines Level.

Again, this is tied-in with the QC Manager concept.

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2. Increased Statuses.

The Status list also has some built-in Blank Spaces in the Option String to allow for
easy Customer-Addition of Customer-Specific Statuses.

3. Status-Change Logic.

This is very Modular and flexible, and again, tied-into the QC Manager concept.

This is the concept of who is allowed to change the statuses.

I.e. Some statuses can be changed by anybody and some can only be changed by the QC
Manager.

If an end user didnt want this control, i.e. they wanted everyone to be able to change all
statuses, then all users would be flagged as managers.

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4. Auto-Creation of Test Header Comment upon Test Status Change

5. The Concept of being able to mark Spec and Test Lines as Outside Testing, along with
the Status-Change Lockouts regarding same.

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6. The Ability to Add Ad-Hoc Test Lines at the Test Level, that are NOT part of the base
Specification, with the necessary changes to the Copy Specs to preserve those Ad-
Hoc tests. Note: Must be logged in as a Manager.

7. The Ability to Warn/Prevent the Printing of CoAs unless a certain Test Status is
achieved.

QC Setup Booleans to control the Certified-Class Statuses that will allow Printing of a
CoA.

8. There will only be ONE Certified Final Test per Lot/SN.

All others will be Demoted to Certified Status.

9. New in NAV 2015 Quality Control Role Center

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This Role Center, like all Role Centers, can be adjusted or personalized if needed.

10. More features are being added based on End User Feedback.

If you have a product improvement or suggestion we would love to hear from you.

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Some additional comments on Quality Control

If a lot is tested several times and there are several certified tests available for that lot, all
lot tests are stored. However the lookup from the sales line will find the most current
test per quality measure. If the most recent set of quality measurements are compliant
then the lot will be flagged compliant.

The Status Certified on a lot test does not mean totally compliant. It means complete and
possible acceptable to some customer for sale. If a lot is flagged non compliant from the
sales line that means at least one quality measure on the most recent measurements on
the lot was out of compliance. The user can drill to a view of the most recent
measurement tests to see which measurement was out of compliance and by how much.

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 Quality Control Manual 2015
Distribution: Manufacturing: Job Costing:
PO Receive with Post FG produced Post FG produced
Lot Number in Output Jrnl in Production
Jrnl. (under dev)

SETUP
AREAS
Lot Number
Master

Item Test and record Certificate of

specifications the results. Analysis
with versions.

Item Specs with

Versions Sales Order Select Lot #
Routine

Customer Specs
w/ Versions

Print Sales Order

as Pick w/ Lot #

Ship Doc
with Lot #
Post Ship Posted
WORKLOW
Shipmnt
Customers
No WMS is required to run QC. CoA

Post Invoice
Posted
Customers
Invoice
CoA

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Support
Congratulations on your purchase of Quality Control! We couldnt be more thrilled for
you. Soon, you will be on your way to enjoying and utilizing the features and functionality
of this product.

On behalf of NAV Software, NAV Solution Centers and NAV Service Providers, we thank
you for your business. Most importantly, Cost Control Software sincerely appreciates your
trust in our products.

Should you have any questions or comments regarding our product, we encourage you to
contact your local NAV Solution Center (NSC). Please also contact your NSC if you are
considering modifications or seeking new software functionality.

Cost Control Software provides many add-on products that may be just the solution you
were looking for. Your NSC can provide you with our complete list of add-ons. You may
also check out our website to see available add-on products as well.

Visit: http://costcontrolsoftware.com/quality-control/ for more information.

Produced and Distributed by:

Cost Control Software, Inc.
12409 Old Meridian Street
Carmel, IN 46032

Phone: (317) 846-6025

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