Working with Inspection Status
It is possible to assign Inspection Status in several ways:
- when creating a document and inserting Lot No., Inspection Status will be automatically inserted, if a Default Inspection Status is setup for the selected document/item/vendor combination.
- on Lot Information No. or Lot Information Card, is possible to apply an Inspection Status.
Assign automatically an Inspection Status, through Default Inspection Status
When creating documents that are set on Default Inspection Status, the moment Lot No. is inserted, and Lot Information Card is created, the Inspection Status is automatically filled.
For example, there’s a Default Inspection Status set for Purchase Receipts, for all Items and all Vendors:
On a Purchase Order for an Item that requires Lot No., go to Item Tracking Line:
Define the Lot No.:
Receive the Purchase Order:
Open the Lot Information Card - the lot already has the Inspection Status defined, as setup on Default Inspection Status:
Apply/Update Inspection Status on Lots
Is possible to apply Inspection Status to Lots that are already created, with no Inspection Status set as default or to modify the Inspection Status on Lots that already have a value on Inspection Status.
For that, is possible to apply/update Inspection Status in 3 different pages:
- Lot No. Information List;
- Lot No. Card;
- Advance Lot No. Information List.
In all this pages, the action to apply Inspection Status is the same “Update Inspection Status”:
When clicking on this option, a page will open:
Fill the fields:
| Field | Description |
|---|---|
| Previous Inspection Status | Automatically filled with the value of the current Inspection Status. In case there isn’t any, the field is empty. |
| New Inspection Status | Choose the new Inspection Status to apply to the Lot. |
| Reason Code | This field appears if Audit Trail setup is set with “Reason Code Mandatory”. For more information on this app, check here. |
| Comment | Is possible to leave a comment for updating Inspection Status. |
When clicking on “OK”, the Inspection Status is applied:
Update Inspection Status in Batch
It is possible to update the inspection status for multiple lots at once by applying filters to select the relevant records.
To update Inspection Status in batch:
-
Choose the “Update Inspection Status in Batch” action:
-
In the filter pane, define the criteria to select the lots you want to update.
- For example, you can update the inspection status for all lots related to a specific item or for lots with a particular expiration date.
- You can also use date formulas to filter by Expiration Date or Sell-By Date.
- Use 0D to filter by the work date.
- Leave the date formula blank to ignore date-based filtering.
-
You can apply filters on any field from the Item Ledger Entries or Lot No. Information tables.
-
Select OK to apply the new inspection status to all lots that match the defined filters.
