How to create Non Conformance
Creation wizard
The creation wizard is accessible in a number of ways
From the search function
From the function of the non-conformance list
From the recorded shipments function
This method allows some of the data to be automatically fed into the assistant.
From the function of recorded receipts
Using the wizard
The “Create Non-Conformance” page consists of three steps:
- Original document
- Qualification
- New document
Original document
The “Origin Document” step indicates from which document the NC will be created:
| Field | Description |
|---|---|
| Relation Type | Customer: NC comes from a feed made with a customer Vendor: NC comes from a feed with a customer Internal : NC comes from a flow with your company |
| Relation Code | Customer or vendor number depending on the type of relation No Relation Code for Internal NC |
| Relation Name | Customer or vendor name depending on relation type No Relation name for Internal NC |
| Source Document Type | Relation type = customer: The original doc type will be a registered sale shipment Relation type = vendor: The original doc type will be a registered purchase receipt No Source Document Type for Internal NC |
| Source Document No | Selects the number of the registered sale shipment or registered purchase receipt |
| External Document No | Descends from the original document |
| Applied Amount | Specify the amount involved with the non-conformance Only available for Internal NC |
| Currency | Descends from the original document |
| Language code | Descends from the original document |
To advance to the “Qualification” stage, click “Next”.
Qualification
The “Qualification” step categorizes and describes the NC:
| Field | Description |
|---|---|
| Designation | NC designation |
| Category Code | NC category (Choose from the categories created in the setting) |
| Subcategory Code | NC sub-category (Choice among subcategories created in setting) |
| Source Code | NC Pattern (Choose from the patterns created in the setting) |
| Severity Code | NC Severity Level (Choose from The Severity Levels Created in the Setting) |
| Estimated Closing Date | Calculated against the default processing time in NC settings but this field is also manually changeable: Estimated Closing Date = Work Date - Default Processing Time |
To move on to the “New Document” stage, click “Next”.
For Internal NC, “Next” is not available. You can just “Create” your NC and the document open automatically.
New document
The “New Document” step creates either:
- Only an NC
- An NC and an associated credit-memo
- An NC and an associated return order
To create the new document or documents, click “Create”. The NC and the associated management document open automatically.
Once you’ve created only an NC, it’s always possible to create a sales credit memo or purchase return from it:
