Overview
Introduction
Inspection Status extends Microsoft Dynamics 365 Business Central with advanced lot inspection status management capabilities. The app allows organizations to control how lot-tracked inventory can be used throughout purchasing, production, warehouse operations, transfers, and sales processes by assigning inspection statuses to individual lots.
Inspection statuses can be assigned automatically when lots are created, updated manually when quality decisions are made, or changed through automated processes and external integrations. Combined with auditability, API capabilities, and integration with other Bricklead applications, Inspection Status provides a robust framework for managing lot availability based on quality requirements.
Key Usage Scenario’s
- Define custom lot inspection status codes
- Block/Allow lot selection, document posting per inspection status/document type (a lot can be blocked for a Sales Shipment, but not for a Transfer Shipment)
- Define default Inspection Status for inbound flows based on item properties, attributes or vendor properties.
- Automating inspection status transitions based on validity periods through Next Inspection Status functionality.
- Track Lot Inspection Status changes in audit trail
- Change Lot Inspection Status through API
- Block purchase invoice payment when recording lots with specific inspection status.
Key Concepts and Definitions
Inspection Status Codes: Inspection Status is a permanent lot information attribute that defines/blocks when a lot is possible to use or not. It may allow a lot to be used for a specific production order or to be sold or not depending on the status value. To be assigned to a lot.
Default Inspection Status: Inspection Status code that is automatically assigned to a Lot, as soon as the lot is created. It is possible to define a Default Inspection Status for a specific inbound transaction type.
Lot Inspection Exceptions: Defines exception to lor inspection status check on Sales - example: one Lot can be set with inspection status blocked for sales, except for specific category of customers.
Set Payment on Hold: An inspection status can be configured to automatically place vendor invoices on hold when lots with that status are received. This helps prevent payment of supplier invoices until quality issues have been reviewed and resolved.
Next Inspection Status: Next Inspection Status allows a lot to automatically move from one inspection status to another after a defined validity period. This helps automate quality workflows and ensures inspection statuses remain up to date without manual intervention.
Inspection Status Term: The inspection status term defines how long an automatically assigned inspection status remains valid before the Next Inspection Status process can update it.