Setup
Installation
The “Quality Requirements and Specifications” app is available on the Microsoft Dynamics 365 Business Central AppSource.
Please review the Extension Installation Procedure for further information.
Permissions
To use this extension, all users need some extra permissions:
| Permission Set | Description |
|---|---|
(BRIQRS - Basic) |
for any user that will have to work in the application and specifically run inbound or outbound processes. |
(BRIQRS - Admin) |
this includes Reader rights plus permssions to create Quality requirements and specifications and assign it to vendor/customer. |
(BRIQRS - Setup) |
this includes data manager rights plus rights to setup the app. |
(ISALCM_CONTROL-License Control Management) |
“License Control Management”, for all users. |
Dependencies
As Quality Requirements and Specifications depends on source and demand attributes Bricklead’s Advanced Attributes Management must be setup first (see Advanced Attributes Management Setup).
If Inspection Status (optional) it should be setup first prior starting Quality Requirements and Specifications setup.
Advanced Lot Management app should also be set up first prior to starting Quality Requirements and Specifications setup.”
Setup
You can either user the Assisted Setup wizard (on the search page, search for Assisted Setup then Set up Quality Requirements and Specifications) or call the Quality Requirements & Specifications Setup page.
Note that shelf life setup can be directly defined on Purchase and Payables Setup and/or Sales and Receivables Setup pages for outbound/inbound processes.
Quality Requirements & Specifications Setup
To setup the QRS for documents.
| Field | Description |
|---|---|
| QRS Nos. | Choose the Series No. to apply to Quality Requirements and Specifications Header records. A specific series for the QRS should be created. |
| QRS Control Method | Specifies the moment where the Quality Requirements and Specifications checks will be performed on inbound documents. Options are: - On Insert tracking (The QRS check will be performed when Inserting the Lot Tracking). - On posting document (The QRS check will be performed when Posting the item receipt). - On Inserting Tracking & document posting (The QRS check will be performed when Inserting the Lot Tracking and when the Posting the item receipt). |
| Allow Deviation Values on Purchases | Specifies if it’s possible to post inbound documents that contain deviation values. |
Purchase and Payables Setup
The Default Minimum Shelf Life for inbound processes can be defined in the Purchase and Payables Setup. This date formula will be inherited in items with Lot Tracking and that use Expiration Date or Require Expiration Date. However, on the Item card, users can change the Minimum Shelf Life.
Sales and Receivables Setup
The Default Minimum Shelf Life for outbound processes can be defined in the Sales and Receivables Setup. This date formula will be inherited in items with Lot Tracking and that use Expiration Date or Require Expiration Date. However, on the Item card, users can change the Minimum Shelf Life.
For more information, see ( Shelf Life Management).