Sample Occurrences

The Sample Occurrence is used with Sample Planning to control the number of Test Orders to be created. Once the number series is defined and assigned in the Quality Assurance Setup page, the Sample Occurrences must be created.

To set up sample occurrences

  1. Choose the Lightbulb that opens the Tell Me feature icon, enter Sample Occurrences, and then choose the related link.

  2. Choose the New action to create a new occurrence or the Edit action to open an existing occurrence.

  3. In the Code and Description fields, enter a unique code and brief description for the sample occurrence.

  4. In the Test Order per each (Units) field, enter the quantity for that one Test Order is created.
    For more information, see Relative and absolute values.

  5. In the Absolute No. of Test Orders field, enter a number of Test Orders that will be created regardless of the quantity on the source document line; works in combination with the value in the Test Order per each (Units) field.
    For more information, see Relative and absolute values.

  6. The Status field indicates the current state of the sample occurrence. The options are New, Under Development, Certified, and Closed. Only certified Sample Occurrences can be assigned to a Sample Planning in the Test Plan Assignment, and therefore, used for Test Order creation.

  7. The External Document Name field identifies a document file that relates to the sample occurrence.

    • If a file exists, choose the Show External Document action to open the file.
    • To upload a file using the standard Import page, choose the ellipsis button or choose the Upload External Document action. For more information, see Document Storage.
    Note

    This field is displayed only if the Document Storage Point field = Per Record in the Quality Assurance Setup page.

  8. In the Sample Location field, select a location for the sample. This can be filled in with any value or a Location Code can be selected from the Location table.

  9. In the Sample Size Template Chart Code field, enter the code of the template to determine samples needed for the lot ranges.
    On the Actions menu, choose Show Sample Size Template Chart action to view the chart.

  10. The remaining FastTabs are used for instructing users how to manage the sample:

    • In the Sample Taking FastTab, enter the instructions for taking the sample.
    • In the Sample Handling FastTab, enter the instructions for handling the sample.

If the Document Storage Point field = Document File in the Quality Assurance Setup page, then the Document Files FactBox will be accessible for attaching new and viewing existing Sample Occurrence documents. For more information, see Document Storage.

Relative and absolute values

The Sample Occurrence contains a relative and an absolute value of Test Orders to be generated. The relative number of Test Orders depends on the quantity of the source document position for which the Test Order(s) are created.

Example

If 100 is entered in the Test Order per each (Units) field and the source document line contains a quantity of 200, two Test Orders are created.

Entering 1 in the Absolute No. of Test Orders field, along with the 100 in the Test Order per each (Units) field, will generate one Test Order per 100 Units plus one extra Test Order. Therefore, with a total quantity of 200 in the source document line means that three Test Orders are created.

In general, the number of test orders created based on source document line quantity follows this pattern:

From Quantity To Quantity No. of Test Orders
0 99.99 1
100 199.99 2
200 299.99 3
300 399.99 4
...

See Also

Sample Size Charts

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