Quality Assurance Setup
In the Quality Assurance Setup page, general COSMO Quality Assurance settings are defined as well as number series for the individual areas of the test order process.
To set up general Quality Assurance information
- Choose the
icon, enter Quality Assurance Setup, and then choose the related link. - On the Quality Assurance Setup page, fill in or update the fields as described in the following tables.
General FastTab
The fields on the General FastTab are described in the following table.
| Field | Description |
|---|---|
| Activate Appl. Area | Makes pages and controls visible for COSMO Quality Assurance. |
| Test Order Unblocks Test Device | Determines if test devices are automatically released immediately after finishing a test order. By finishing the test order, the status of the test device is set to Certified. |
| Use Without Expected Value | If turned on, the Valid Determined Value field on the Value Recording page is calculated based on the Upper Limit and/or Lower Limit fields and therefore, the value in the Expected Value field is not considered. For more information, see Interpret Determined Value. |
| Prod. Test Order Creation | Determines whether and when Test Orders for production are created automatically. The options are: - Manually: Test Orders are not created automatically. - Prod. Order Release: Test Orders are automatically created when a production order is released. This function does not work when a Released Production Order is created manually. Additionally, item tracking must exist on the main production order line and any component lines (if required) in order to release the order. - First Output: Test Orders are automatically created when the first output is posted for a released production order. NOTE: This function requires the Test Plan Assignment for production-related test orders (see Test Plan Assignment on Items and Item Variants). |
| Default Blocked Item Location Code | Blocked location where a lot will be automatically transferred if the Inspection Result on its test order is Items are not OK. |
| Document Storage Point | Determines how a document is stored for Test Plans, Test Orders, Test Incidents, and Sample Occurrences. The options are: - Document File: All documents are stored in a centralized Document File table that can be accessed by the individual record. - Per Record: The document file is stored in individual records. For more information, see Document Storage. |
| Lot-/Serial No.-Status on Test Order Release | Status that a lot- or serial number must inherit when a test order is Released; used with the Adjust Lot Status on Test field in the Test Plan Assignment page (see Test Plan Assignment on Items and Item Variants). |
| Lot-/Serial No.-Status on Test Order Finish | Status that a lot- or serial number must inherit when a test order is Finished; used with the Adjust Lot Status on Test field in the Test Plan Assignment page (see Test Plan Assignment on Items and Item Variants). |
| Automated Test Decision | Determines if the change of Lot/Serial No. Status based on inspection result is automated. For more information, see Automated Test Decision. |
| Skip Message on Automated Test Decision | Determines if the Automated Test Decision function can skip the status change confirmation message. For more information, see Automated Test Decision. |
| Valid Result Color Code | Specifies the color that will be used in the Description, Unit of Measure Code, and Determined Value fields in the Value Recording Worksheet if the result is valid. Ensure that colors are defined in the Color Codes. For more information, see Operator-Centric Recording of Quality Measurements. |
| Invalid Result Color Code | Specifies the color that will be used in the Description, Unit of Measure Code, and Determined Value fields in the Value Recording Worksheet if the result is invalid. Ensure that color names are defined in the Color Codes. For more information, see Operator-Centric Recording of Quality Measurements. |
| Skip Source Check for Unknown Table | Determines if Inventory Posting Permission checks are skipped for tables of third party apps that assign Item Tracking. |
| Inventory Overview Display | Determines whether the Quantity field on the Inventory Overview page is displayed in the current Unit of Measure or the Base Unit of Measure from the Item Card. |
| Default 8D Template No. | Indicates the default template to be used when creating 8D Reports (see 8D Template). |
| Use Unspecified Status on Test Order | Determines if unspecified statuses can be used on Test Orders (see Unspecified Inspection Result on Test Order). |
| Test Sched. Dummy Item No. | Indicates the dummy item number that will be used for the Test Order Scheduling process (see Test Order Scheduling). |
| Default Sched. Work Center No. | Indicates the default work center number that will be used for the Test Order Scheduling process (see Test Order Scheduling). When no testing activity is assigned, this Work Center will be selected for rescheduling Test Orders based on system date plus Wait Time. |
| Update From Certified Plans | Determines whether the latest valid Certified Test Plan is used for copying or all other Statuses are considered as well when running the Update Test Plans function in Test Properties or Test Property Sets. For more information, see Mass Updates of Test Plans. |
| Default Retest Go-Ahead Rate | The date formula entered in the Default Retest Go-Ahead Rate field uses the system date to create a range of dates for which the retest orders should be dated. For example, if system date is February 10, 2020, and 2D is entered in the Default Retest Go-Ahead Rate field, then the Retest Date in the Create Retest Order batch job will be 2/10/20..2/12/20. For more information, see Retest Orders. |
| Update Strategy for Lot Info | Determines how the quantity is posted from one lot to another in the Lot-/Serial No. Administration page. The options are: - Always Ask: Opens a selection window on posting when a target lot exists, asking the user to add the quantity or overwrite the lot. This selection window opens if no general/special setup is found. - Add Quantity: Add only the quantity from the source lot to the target lot. The lot information for the target lot is unchanged. - Overwrite: Overwrites the lot information of the target lot with the source lot and adds the quantity. For more information, see Lot Joining. |
| Automatic Lot Split on Return | If turned on, for example, on a Sales Return Order, the returned quantity can be related to a separate Trading Unit to track the returned quantity from a part of the original lot that is still in stock. For more information, see Lot Split on Sales Return. |
| Lot-/Serial No. Administration Record Threshold | Specifies the maximum number of filtered Lot No. Information and Serial No. Information records that can be read without producing a message when the Get Records action is run in the Lot-/Serial No. Administration page. This message is a reminder that the process could take some time and to consider adding more filters to reduce the number of records. No message appears if the total number of records is lower than the threshold or a threshold is not defined. |
| Skip comments update on Status posting | Determines if option to add comments is shown when posting status changes in the Lot-/Serial No. Administration page. If the toggle is turned on, then the option to enter comments during posting is not shown. For more information, see Modify Lot- and Serial Number Data. |
| Do not plan for expired | Determines if an expired Lot is used when the Lot has no Status. |
| Certificate Setup Update Type | Specifies whether the Certificate Setup Exists field on the sales lines are updated when opening the Quality Manager or Qlty. Manager Essential Role Center or updating the Test Plan Assignment table. The options are: - Role Center: The sales lines are checked every time the Role Center is opened to update the Pending Certificates cue, which can cause performance issues in environments with many sales orders. - Assignment: The sales lines are only updated if a record is changed in the Test Plan Assignment, which creates or removes a certificate requirement (Source Type = Sales Order, Order-specific, Certificate). |
Numbering FastTab
On the Numbering FastTab, number series are defined for test properties, test property sets, test devices, test plans, test orders, stability tests, document files, 8D reports and templates, sample occurrences, test incidents, simulated orders, customer certificates, and testing methods.
Post Processing FastTab
The Post Processing already run field indicates if the Post Processing codeunit was run successfully.
App Licensing FastTab
The fields on the App Licensing FastTab include the app license key, the validation period, status of the license, and information regarding your license from the licensing server. The data is generated when the setup is initialized.
User Experience
The Experience field allows you to indicate if the Essential (common BC business functionality) or Premium (common BC business functionality plus Manufacturing and Service Management) user experience is used with COSMO Quality Assurance. This is the same information that is in the Company Information page.
Note
You cannot change from Premium back to Essentials once COSMO Quality Assurance is activated.
Actions
The actions on the Quality Assurance Setup page are described in the following table.
| Menu | Action | Description |
|---|---|---|
| Information | About | View the current product version and copyright information. |
| Actions > Functions | Run Post Processing Codeunit | Run the Post Processing codeunit, which creates some setup necessary for demo data purposes. |
| Actions > App Licensing | Open the License Overview | Opens the COSMO License Overview page, which lists the license status of the COSMO app and allows you to register the app and perform other administrative licensing tasks. For more information, see App Licensing and Registration. |
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