Inspection Orders - Processing

Overview

This article reflects how an Inspection Order is processed and the resulting inventory movement. When the item being processed is configured for incoming inspection and an inspection template has been set up, Inspection Orders are created for PO Receipts, WO Operations, RMA Receipts & On hand inventory. The inspection order process could be carried out for serial tracked items, lot tracked items, both serial & lot tracked items or for items that neither serial nor lot tracked. Once the inspection order is processed the inventory material is designated as either ‘OK’, ‘Scrap’ or ‘Other’.

  NOTE If the Inspection Order is processed as 'OK' the cost transaction is created, either updating or creating an Inventory Item By Location (rstk__iclocitem__c) record. If the Inspection Order is processed as 'Scrap' the cost transaction is created, either updating or creating an Item Scrap By Stock Loc (rstk__iclocitemscrap__c) record.

Navigation

Inventory Management > Inspection Order

Prerequisites

The Inspection Order record must exist for the appropriate ‘Source of Inspection’:

• On-Hand Inventory
• PO Receipt
• RMA
• WO Operation

Processing

Inspection Orders are created with New Order Status (where Source of Inspection = PO Receipt, RMA, or On-Hand Inventory), or with Pending Order Status (where Source of Inspection = WO Operation, for WO Operations where the quantity available on the operation is a partial quantity, compared to the Quantity Required on the Work Order).

When the inspection order is at Pending Order Status, the serial number (for which the inspection is to be carried out) needs to be specified by clicking on the Specify Serial Number button on the Inspection Order.

  NOTE This button is only available when the status of the Inspection Order is Pending.

Once the particular serial number is selected the Order status is changed to New.
 
Once the status of the inspection order is at New status, it is necessary to mention the quantity that has passed the inspection & can be processed further, or that has failed the inspection & needs to be scrapped or moved to another disposition location. Changes can be made to the Inspection Order only when the Order Status = New or Pending.

For items that are Serial tracked or both Lot & Serial tracked, it is necessary to specify which serial(s) are ‘OK’, ‘Scrap’ or ‘Other’, after the inspection is done. Click on the Set Serial Disposition button under the Inspection Order Serials Tab & select the serials to set the serials to ‘OK’, ‘Scrap’, or ‘Other’ locations & click on Save button. This will update the fields (on inspection order) 'Quantity OK', 'Quantity to be Scrapped' & 'Quantity in Other Disposition' accordingly. For the items that are both Lot & Serial tracked, it is necessary to specify both the Lot Number and the Serial Number on the inspection order.

Edit the inspection order to specify the quantity that is ‘OK’, ‘Scrap’, or ‘Other’.

  NOTE The sum of the fields, ‘Quantity OK’, ‘Quantity to be Scrapped’ & ‘Quantity in Other Disposition’ should be equal to the value in the field ‘Inspection Quantity’.  The sum cannot be greater than the value in the field ‘Inspection Quantity’.

Once the quantity fields are updated, the status of the inspection order is manually changed to either ‘Partial Completion’ or ‘Completed’, indicating that the inspection has been done successfully and movement of the inventory to the designated locations can be performed.

Once the inspection order is saved with Order Status = Partial Completion or Completed, an SYDATA record is created for processing, with Transaction Type = Inspection Order Final Disposition, Process Indicator = Ready, Background Processing = True, and the particular inspection order specified as the Inspection Order field. This SYDATA, once processed, will update the order status of the inspection order to Dispositioned if the sum of the fields, ‘Quantity OK’, ‘Quantity to be Scrapped’ & ‘Quantity in Other Disposition’ equals the value of the field ‘Inspection Quantity'. Otherwise, the order status is changed to In Progress.

Once the status of the inspection order is updated to Dispositioned, it means that Rootstock has completed the final inventory movements. No further changes can be made to the inspection order thereafter.

The inspection orders status can only be changed to:

In Process - when the inspection is in progress on the Inspection Order.
Partial Completion - when destination location for some (but not all) quantities have been determined.
Completed - when the inspection process has been completed and set the final destination on all quantities/serials.

The inspection orders status cannot be manually changed to Dispositioned or Pending, these can only be set by the system.

Once the order status of Inspection Order is set to either Partial Completion or Completed, then movement of inventory takes place based on the Source of Inspection.

When the Source of Inspection is:
 

1. On-Hand Inventory: After SYDATA with Transaction Type as ‘Inspection Order Final Disposition’ creation, another SYDATA(s) with Transaction Type as ‘Inventory Transfer’ (with background processing as TRUE) is triggered. This SYDATA, in turn, creates SYDATAT(s) records for Transaction Id as ‘INVLOCLOC’ or ‘INVSITESITE’, to move these inventory quantities to the designated (OK, Scrapped or Other Disposition) locations mentioned on the Inspection Order.

2. PO Receipt: After SYDATA with Transaction Type as ‘Inspection Order Final Disposition’ creation, another SYDATA(s) with Transaction Type as ‘Inventory Transfer’ (with background processing as TRUE) is triggered. This SYDATA, in turn, creates SYDATAT(s) records for Transaction Id as ‘INVLOCLOC’ or ‘INVSITESITE’, to move these inventory quantities to the designated (OK, Scrapped or Other Disposition) locations mentioned on the Inspection Order.

3. RMA: After SYDATA with Transaction Type as ‘Inspection Order Final Disposition’ creation, another SYDATA(s) are triggered for Transaction Type ‘RMA Receipt Disposition’. These SYDATA’s are for the movement of the inventory to either On Hand or Scrap locations (if any)..

4. WO Operation; The quantities that are marked as ‘OK’ & ‘Other’ can now be completed on the operation for which the inspection order was created, either by the Time & Quantity Booking or via the WO Receipt.

  NOTE If the Inspection Order is in the Status ‘New’ or ‘Pending’ & the operation for which the inspection order was created is not the last operation then the quantity cannot be made available to the next operation until the Inspection Order’s status is ‘Dispositioned’.
And if the Inspection Order is in the Status ‘New’ or ‘Pending & it’s the last operation, the WO Receipt cannot be created until the Inspection Order’s status is ‘Dispositioned’.

  NOTE If the Inventory Transfer’s fails for some unknown reason & the status of the Inspection Order is already Dispositioned, no changes can be made to the inspection order. Instead, the SYDATA / SYDATAT needs to be re-run.

SEE ALSO