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Batch Quality Control Templates

This page describes the Batch Quality Control Templates setting in the Service Orders module. After entering your Batch Quality Control Template records, please refer to the Batch Quality Control Rules page for details about assigning Templates to Items.

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If you need to control the sale of an Item/Serial Number using quality control tests, the first configuration step is to use the Batch Quality Control Tests setting to list the tests that can be carried out by the quality control department. You can then gather the Tests together in groups. For example, a particular Item will require one group of Tests, while a second Item will require a second group of Tests. A group of Tests is known as a "Batch Quality Control Template".

To enter a new Batch Quality Control Template, first ensure you are in the Service Orders module using the [Switch Module] button in the Navigation Centre. Then, if you are using Windows or Mac OS X, click the [Settings] button in the Navigation Centre and then double-click 'Batch Quality Control Templates' in the resulting list. If you are using iOS or Android, select 'Settings' from the Tools menu (with 'wrench' icon) and then tap 'Batch Quality Control Templates' in the 'Settings' list. When the 'Batch Quality Control Templates: Browse' window appears, select 'New' from the Create menu (Windows/Mac OS X) or from the + menu (iOS/Android) to create a new record. Once entered, click [Save] (Windows/Mac OS X) or tap √ (iOS/Android) to save the record.

Code
Enter the unique code by which the Batch Quality Control Template record is to be identified from elsewhere in Standard ERP. The Code can consist of up to ten characters, and you can use both numbers and letters

Comment
Enter the name for the Batch Quality Control Template record. This comment will be shown in the 'Batch Quality Control Templates: Browse' window and the 'Paste Special' list and so should be clear enough to make the selection of the correct Template easy for all users.
Use the matrix to list the Tests that are part of the Template.
Test
Paste Special    Batch Quality Control Tests setting, Service Orders module
Use 'Paste Special' to choose a Test from the Batch Quality Control Tests setting.

Comment
The Comment from the Batch Quality Control Test record will be copied here.

Unit
Paste Special    Units setting, Sales Ledger
The Unit from the Batch Quality Control Test record will be copied here. This provides a reminder of the unit of measure that is to be used for the Test.

From, To
If the Test will be passed when the result is within a range of values, use these fields to specify that range.

As a range of values may be Item-specific, you may need to create separate Batch Quality Control Templates for each Item.
After creating Batch Quality Control Templates, the next step is to assign each Template to an Item. You can assign more than one Template to a particular Item, to be used in different circumstances. For example, you may need to carry out different sets of Tests when receiving an Item into stock for the first time and when receiving an Item back into stock that has been returned by a Customer. You can also specify that different sets of Test will be carried out depending on the Location. To do this, use the Batch Quality Control Rules setting, described here.

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Batch Quality Settings in Standard ERP:

Settings in the Service Orders module: