Integration with QRS and Inspection Status

The Advanced Planning extension is designed to work seamlessly when both Inspection Status and Quality Requirements & Specifications (QRS) are installed, enabling planning calculations to respect customer-specific quality requirements and inspection compliance at the same time.

When all apps are present, Advanced Planning combines the inherited rules from both integrations so that only lots that meet the required inspection status and shelf-life criteria are considered as eligible supply during MRP/MPS planning.

This combined integration is particularly valuable when quality requirements vary by customer or order context, and when lot compliance can change over time (for example, due to scheduled inspection status changes). It helps planners avoid generating suggestions that would later fail during picking, shipment, or consumption, and it provides full traceability through Log Planning Information, including detailed messages explaining whether exclusion was driven by QRS requirements, inspection status restrictions, or both.

Business Rules

The combined integration exists to exclude noncompliant lots (or projected future supply) when:

• QRS requires a specific inspection status and/or minimum shelf life
• Lot’s inspection status (current or projected at demand date) does not match or is excluded.

Combined rules and precedence

The combined integration adds the following rules to the Advanced Planning application:

• Lots whose Inspection Status has Exclude from Planning = TRUE are always excluded regardless of QRS requirements.
• When a QRS Document Line exists, the system must enforce Required Inspection Status defined by QRS for Sales/Production demand.
• If the QRS required inspection status itself is marked “Exclude from Planning”, it becomes a conflicting requirement; planning should treat it as unsatisfiable by existing lots and will result in new supply suggestions with projected compliant status.
• If QRS Document Line is manually deleted, then that demand line behaves as “no specific QRS requirements”; global inspection exclusion rules remain active.

Log Planning Information

The Log Planning Information page is extended with new message when a lot doesn’t meet the QRS required inspection status: “QRS Required inspection status: %1; lot status at due date: %2 – supply excluded” (red).