Overview

To facilitate an interface between Rootstock and a Quality application (such as ComplianceQuest) we will create an Inspection Order – which will serve as a ‘resting place’ for inventory while it is off in the Quality package inspection process.

We will have an Inspection Order template that will carry default values which will be used when the Inspection Orders are created.

Inspection Orders can be initiated from the following places:

o PO Receipt (processed as an appendage to the receipt)
o RMA (processed as part of a move/receipt to Inspection)
o On-Hand Inventory
o WO Operation

For Inspection Orders that are initiated while the material is in a Rootstock Inventory Location (all but the WO Operation):

o We will move the material to a non-pickable location while the inspection order is active
o We will have 3 disposition options for moving the material when we are done

? Back where it came from (OK)
? Scrap it
? To an ‘Other’ location

For Work Order Operations there will be 2 dispositions ?

o OK (no action other than material can proceed to the next operation)
o Scrap (material is received to inventory from the inspection operation and then scrapped)

A Little More about Automatic Inspection Order Creation

Inspection Order Templates

o Templates dictate the quantity to be moved into the inspection process (all, pct., fixed) o They are referenced on:

? The POITEM (for PO Receipts) and carried to the POLINE where they can be overridden
? The SOPROD (for RMAs) and carried to the SORMA where they can be overridden
?The various Operation objects

Purchase Order Receipt

o If a template is defined for the PO Line, at the conclusion of the PO Receipt process we create the Inspection Order and do a location transfer of the specified amount into the Inspection Location.
o At the conclusion of the Inspection process, material is moved to the designated location(s).

RMA Transfer to Inspection

o If a template is defined for the RMA, the creation of the Inspection Order occurs when qty is moved to ‘Inspection’ and movement out is tied to the completion of the IO.

Work Order Operations

o The user designates an operation as being associated with an inspection order (no automation based on the item/template)
o When quantities are made available at that operation we create the Inspection Order.
o Only one Inspection Order is allowed per operation
o Quantities cannot be moved out of the operation until the Inspection Order is completed.

? ‘OK’ and ‘Other’ material is free to move on to the next operation
? ‘Scrap’ does a WO Receipt and then a location move to Scrap

Overview – from a Compliance Quest Perspective

From the perspective of Compliance Quest, the process begins with the creation of a new Inspection Order and ends when CQ updates the Inspection Order with the final disposition of the material in the process.

There are three objects that CQ may be interacting with (the first two for sure). Full details on these objects are provided below.

o Inspection Order (INSPORD)
o Inspection Order Serial Details (INSPORDSRL)
o Inspection Order Steps (INSPORDSTEP)

Inspection Orders (INSPORD)

Below is a subset of the fields on the object – and are those that QC will reference or interact with:

o INSPORD_ICITEMLookup to the Rootstock Inventory Item
o INSPORD_QTYREQThe Quantity being sent to the Inspection Process
o INSPORD_EXTENSIONThis is a Text(18) field which will hold a lookup to the QC Inspection Object
o INSPORD_QTYOKQuantity OK – CQ will note the quantity that passed inspection and can proceed
o INSPORD_QTYSCRAPQuantity to be Scrapped - CQ will note the quantity that failed inspection and needs to be scrapped
o INSPORD_QTYOTHERQuantity in Other Disposition - CQ will note the quantity that is ‘other’ for whatever reason
o INSPORD_QTYPROCOK OK Quantity that has already been moved to its final disposition
o INSPORD_QTYPROCSCRAPScrap Quantity that has already been moved to its final disposition
o INSPORD_QTYPROCOTHEROther Quantity that has already been moved to its final disposition
o INSPORD_STATUS Inspection Order Status

? Values:

• “New” Created by Rootstock and ready for QC to take it on
• “In Process” QC has taken on the processing

• “Partial Completion” Destination for some (but not all) quantities has been determined
• “Completed” QC has completed its processing and set the final destination on all quantities/serials
• “Dispositioned” Rootstock has completed the final inventory movements

Inspection Order Serial Detail (INSPORDSRL)

When the item being processed in an inspection order is serial controlled, individual INSPORDSRL records will be created under the Inspection Order for each serial number.

For these items, instead of noting the quantity good/scrap/other on the inspection order, each individual serial record has checkbox fields to note the individual disposition.

Inspection Order Steps (INSPORDSTEP)

Inspection Order Steps are a free-form tool the user may want to use to describe and track the steps used in an inspection process. Probably, when using QA, these will not be used at all and the various steps will only exist in QC. (No attempt will be made to synch the RS and QA steps.)

Summary of the Sequence of Events

These are the steps it is anticipated would take in the life of a RS/QC Inspection Order

1. Rootstock Inspection Order is created (as part of PO Receipt, RMA, Work Order etc.)

? Inventory is moved into a non-pickable ‘holding location’

2. QC sees the new Inspection Order and

? Creates their own Inspection Order using info from the RS order
? Updates the RS Inspection Order – setting:

• INSPORD_EXTENSION = the record ID of the QC Inspection Order
• INSPORD_STATUS = “In Process”

3. QC does what they do with their inspection process.

4. QC determines that some or all of the Qty is ready for final disposition

? If Serial Controlled, update the disposition checkboxes on the INSPORDSRL that are ready – otherwise, update the disposition quantity fields on the Inspection Order
?Set the inspection order status (“Partial Completion” or “Completed”)

5. The setting of the Inspection Order Status drives the creation of a record in the Rootstock ‘System Transaction Processing Object’ (SYDATA) referencing the Inspection Order which will transfer the inventory from the holding location to the source, scrap or other locations as directed by the quantity/serial values updated by QC.

? This transaction will operate in one of two modes (Partial Disposition and Final Disposition)

? Partial Disposition Mode

• Inspection Order Status must be ‘Partial Completion’
• Specified quantities will be moved to their final disposition
• Status changed to ‘In Process’

? Final Disposition Mode

• Inspection Order Status must be ‘Completed’
• All remaining quantities not yet moved to their final disposition will be processed
• Status changed to ‘Dispositioned’