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Field reference

Quality Inspection

How to use Quality Inspection in Quality: access, working steps, fields, related records and troubleshooting.

Purpose and access

Define inspection templates and parameters, record inspection results and manage quality objectives or corrective actions. Link evidence to the item, receipt, production or service record being reviewed.

This page is a record page in GRC & Quality → Quality. Use the link above to open the configured destination; permissions are checked by the destination service.

ERP links open in a new tab. Sign in with your own account; record visibility, actions and approval authority follow your assigned permissions. Screens can differ by company and configuration.

Before you start

Prepare the required information: Series, Report Date, Status, Inspection Type, Reference Type, Reference Name, Item Code, Sample Size, Inspected By.

Confirm the company, party, dates, units and source references that apply. Select existing links carefully and check for an existing record before creating a duplicate.

Working steps

  1. Open Quality Inspection from GRC & Quality → Quality, or use ERP Search.
  2. Filter the list and open the relevant record. To add a record, use Add/New when your role provides that action.
  3. Complete the editable fields described below. Required fields and validation conditions must be satisfied; read-only values are set by the system or their source records.
  4. Add the required child rows. Review each row’s identifiers, linked records and values, using the child-table field reference below.
  5. Save the record and address validation messages. Reload and verify the saved values and relationships.
  6. When the draft is complete and you are authorized, submit it through the available approval process. Submission can create operational or accounting effects. Use the permitted cancellation/amendment process for later corrections.

Field reference

These fields come from the installed ERP definition. Hidden fields and password inputs are omitted. Additional conditions, custom scripts and workflow rules can make a field required or read-only in a particular context.

FieldType / behaviorHow to use it
Seriesnaming_seriesSelect
Required
Choose one of the configured list values. Status fields may be controlled by the record workflow.
Available choices
  • MAT-QA-.YYYY.-
CompanycompanyLink
Optional
Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship.

Linked record: Company

Report Datereport_dateDate
Required
Choose the business date required for this field. Confirm its relationship to other dates on the record.
StatusstatusSelect
Required
Choose one of the configured list values. Status fields may be controlled by the record workflow.
Available choices
  • Accepted
  • Rejected
  • Cancelled
Inspection Typeinspection_typeSelect
Required
Choose one of the configured list values. Status fields may be controlled by the record workflow.
Available choices
  • Incoming
  • Outgoing
  • In Process
Reference Typereference_typeSelect
Required
Choose one of the configured list values. Status fields may be controlled by the record workflow.
Available choices
  • Purchase Receipt
  • Purchase Invoice
  • Subcontracting Receipt
  • Delivery Note
  • Sales Invoice
  • Stock Entry
  • Job Card
Reference Namereference_nameDynamic Link
Required
Select the record identified by the associated document-type field. Verify both the type and the linked record.
Item Codeitem_codeLink
Required
Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship.

Linked record: Item

Item Serial Noitem_serial_noLink
Optional
Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship.

Linked record: Serial No

Batch Nobatch_noLink
Optional
Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship.

Linked record: Batch

Sample Sizesample_sizeFloat
Required
Enter a numeric value using the required unit and precision.
Item Nameitem_nameData
Optional · Read-only
Enter the identifier or short text requested by the label. Preserve external reference numbers accurately.
DescriptiondescriptionSmall Text
Optional
Provide concise contextual information relevant to the record. Avoid unrelated personal or confidential data.
BOM Nobom_noLink
Optional · Read-only
Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship.

Linked record: BOM

Quality Inspection Templatequality_inspection_templateLink
Optional
Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship.

Linked record: Quality Inspection Template

Manual Inspectionmanual_inspectionCheck
Optional
Enable or disable the named option only when it matches the intended record behavior.
ReadingsreadingsTable
Optional
Add the relevant child rows and review required columns, quantities and references before saving.

Linked record: Quality Inspection Reading

Inspected Byinspected_byLink
Required
Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship.

Linked record: User

Verified Byverified_byData
Optional
Enter the identifier or short text requested by the label. Preserve external reference numbers accurately.
RemarksremarksText
Optional
Provide the required record description or content. Keep operational instructions clear and applicable.
Amended Fromamended_fromLink
Optional · Read-only
Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship.

Linked record: Quality Inspection

Letter Headletter_headLink
Optional
Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship.

Linked record: Letter Head

Child tables

Readings — child-row fields
FieldType / behaviorHow to use it
ParameterspecificationLink
Required
Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship.

Linked record: Quality Inspection Parameter

Parameter Groupparameter_groupLink
Optional · Read-only
Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship.

Linked record: Quality Inspection Parameter Group

StatusstatusSelect
Optional
Choose one of the configured list values. Status fields may be controlled by the record workflow.
Available choices
  • Accepted
  • Rejected
Acceptance Criteria ValuevalueData
Optional
Enter the identifier or short text requested by the label. Preserve external reference numbers accurately.
NumericnumericCheck
Optional
Enable or disable the named option only when it matches the intended record behavior.
Manual Inspectionmanual_inspectionCheck
Optional
Set the status manually.
Minimum Valuemin_valueFloat
Optional
Applied on each reading.
Maximum Valuemax_valueFloat
Optional
Applied on each reading.
Formula Based Criteriaformula_based_criteriaCheck
Optional
Enable or disable the named option only when it matches the intended record behavior.
Acceptance Criteria Formulaacceptance_formulaCode
Optional
Simple Python formula applied on Reading fields. Numeric eg. 1: reading_1 > 0.2 and reading_1 < 0.5 Numeric eg. 2: mean > 3.5 (mean of populated fields) Value based eg.: reading_value in ("A", "B", "C")
Reading Valuereading_valueData
Optional
Enter the identifier or short text requested by the label. Preserve external reference numbers accurately.
Reading 1reading_1Data
Optional
Enter the identifier or short text requested by the label. Preserve external reference numbers accurately.
Reading 2reading_2Data
Optional
Enter the identifier or short text requested by the label. Preserve external reference numbers accurately.
Reading 3reading_3Data
Optional
Enter the identifier or short text requested by the label. Preserve external reference numbers accurately.
Reading 4reading_4Data
Optional
Enter the identifier or short text requested by the label. Preserve external reference numbers accurately.
Reading 5reading_5Data
Optional
Enter the identifier or short text requested by the label. Preserve external reference numbers accurately.
Reading 6reading_6Data
Optional
Enter the identifier or short text requested by the label. Preserve external reference numbers accurately.
Reading 7reading_7Data
Optional
Enter the identifier or short text requested by the label. Preserve external reference numbers accurately.
Reading 8reading_8Data
Optional
Enter the identifier or short text requested by the label. Preserve external reference numbers accurately.
Reading 9reading_9Data
Optional
Enter the identifier or short text requested by the label. Preserve external reference numbers accurately.
Reading 10reading_10Data
Optional
Enter the identifier or short text requested by the label. Preserve external reference numbers accurately.

Troubleshooting

  • Not permitted: verify the account, role and source-document permission. Do not share an administrator login.
  • Missing record or address: inspect the relevant Link or Dynamic Link fields; a matching title alone does not establish a relationship.
  • Cannot save or change status: review required fields, read-only values, document status and the configured approval transition.
  • Unexpected report or portal result: review company/date filters, source-document submission and the approved party or Employee link.