QRS Checks on inbound flows

General

On Inbound Process, the general use of QRS is to check whether the delivered product is matching the requirements. If not, a general rule is to alert user and record deviations.

Supported Documents

Following inbound documents are supported with QRS Check:

  • Blanket Purchase Order;
  • Purchase Order;
  • Purchase Quote;
  • Purchase Invoice;
  • Inventory Put-away (Showing QRS Document line from Source Document);
  • Whse. Receipt (Showing QRS Document line from Source Document) - Action only available on line level.

QRS on Purchase Documents

When adding a purchase document line for a lot tracked item, the Quality Requirements and Specifications app will search for a matching QRS (according to QRS Priorities) for that item, vendor, location, and dates. When an applicable QRS is found then it is transported to populate the QRS Document Lines table which records the applicable QRS details for the related purchase document line.

QRS Priorities: search for available QRS according to the following hierarchy:

  1. Item No.;
  2. Item Attribute;
  3. Item Treeview;
  4. All Items.

Details of the QRS Document Lines are visible on the Quality Requirements and Specification Factbox. However if user has access (has QRS-Admin rights at least) he can possibly adjust the QRS Document Lines for the current document. On the Order menu a new action QRS Document Lines is available to edit those lines.

Here, the user is able to see all the QRS Document Lines related to that document and possibly adjust them.

Only one QRS Document line can exist for each document line. However, is possible to create a QRS Document line if it doesn’t exist for that document line (if no applicable QRS is retrieved).

Adjusting QRS on document level

General

It is possible to manually edit the QRS Document Line. However, if there are quantities for that document line that were previously received (even partially), it is not possible to manually modify the Requirements - fields are blocked and a blocking reason is filled:

In order to easily identify manually updated QRS Document Lines, a checkbox Manually Updated is set to true, as soon as an item requirement is adjusted.

On Quotes

When using Purchase Quote, if a QRS is set - when clicking on action “Make Order” - the QRS document lines are transferred to the order (example with Purchase Quote and Purchase Blanket Order):

Purchase Quote with manually updated QRS:

QRS is transferred to Purchase Order:

On Blanket Order

On a Purchase Blanket Order, the same behaviour is observed - lines are transferred to the order. However:

  • if the QRS is created without previous information and is not updated on Purchase Blanket Order - QRS is editable on Purchase Order:

  • if the QRS is created without previous information and is updated on Purchase Blanket Order - QRS is non editable on Purchase Order;

  • if the QRS is created with information - QRS is editable on Blanket Purchase Order and non editable on Purchase Order;

Recording Deviation Entries

When system identifies deviation between the actual values recorded on the lot information card and the specified QRS Document QRS lines it records those deviations as Deviation Entries.

For example, on QRS Card, the Minimum Shelf Life set is 1W and the Inspection Status is set as Quality:

If, on a Purchase Document, the value is different than what’s defined on QRS:

A deviation entry is created:

Deviation Entry is created on Posting Receipt of the document.

Deviation Entry is only created if, on Quality Requirements & Specification Setup, the QRS Control Method is “On Posting Document” or “On Insert Tracking and Document Posting”. If is “On Insert Tracking” only, the deviation entry isn’t created and only a warning message appears.

Posted QRS Document Lines

As deviations entries will record the deviations, Posted QRS Document Lines will ensure consistent registration of the originally specified QRS document Lines once the document is posted.

This way, when posting the receipt/ship the QRS Document Line of each document line the QRS line will appear on this page.

Posted QRS Document Lines is also available on the header and lines on following purchase documents:

  • Posted Purchase Invoice;  
  • Posted Inventory Put-away;
  • Posted Purchase Receipt;
  • Posted Whse Receipt.

QRS Factbox

On Purchase Documents, a new factbox is available:

In this factbox is possible to view QRS per document line. Is also possible to open the QRS Document Line:

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Last updated on Jan 5, 2024