Setup
Installation
The Quality Requirements and Specifications app is available on the Microsoft Dynamics 365 Business Central AppSource.
For detailed installation instructions, please refer to the Extension Installation Procedure.
Permissions
To use this extension, all users must have the following additional permissions:
| Permission Set | Description |
|---|---|
| BRIQRS - Basic | Required for users involved in application-related tasks, particularly inbound and outbound processes. |
| BRIQRS - Admin | Includes Reader rights along with permissions to create Quality Requirements and Specifications, and assign them to vendors/customers. |
| BRIQRS - Setup | Grants data management rights and permissions to configure the app. |
| ISALCM_CONTROL - License Control Management | Required for all users to access “License Control Management.” |
Dependencies
Since Quality Requirements and Specifications relies on source and demand attributes, Bricklead’s Advanced Attributes Management must be set up first. Refer to Advanced Attributes Management Setup for guidance.
If the optional Inspection Status feature is used, it should be set up before configuring Quality Requirements and Specifications.
Additionally, the Advanced Lot Management app should be configured before initiating the Quality Requirements and Specifications setup.
Setup
You can set up the extension using either of the following methods:
- Assisted Setup: On the search page, search for Assisted Setup, then select Set up Quality Requirements and Specifications.
- Manual Setup: Open the Quality Requirements & Specifications Setup page to configure settings directly.
Shelf life settings can be defined within the Purchase and Payables Setup and Sales and Receivables Setup pages for inbound and outbound processes.
Quality Requirements & Specifications Setup
To configure Quality Requirements and Specifications for documents:
| Field | Description |
|---|---|
| QRS Nos. | Select the Series No. to apply to Quality Requirements and Specifications header records. A specific number series should be created for QRS. |
| Confirmation Message for Deviations | Choose Always to display a confirmation message when validating receipts or shipments containing deviations. Select Never to suppress messages, streamlining the posting process—deviations will still be recorded if present in shipments or receipts (and Allow Deviation Values on Purchases is enabled). |
| QRS Control Method | Determines when Quality Requirements and Specifications checks occur in inbound documents. Options: - On Insert Tracking: QRS checks occur when inserting lot tracking. - On Document Posting: QRS checks occur when posting the item receipt. - On Insert Tracking & Document Posting: QRS checks occur both when inserting lot tracking and posting the item receipt. |
| Allow Deviation Values on Purchases | Defines whether inbound documents containing deviations can be posted. |
Purchase and Payables Setup
The Default Minimum Shelf Life for inbound processes can be configured in the Purchase and Payables Setup. This date formula applies to items with lot tracking that use expiration dates or require expiration date validation. Users can modify the Minimum Shelf Life on individual item cards.
Sales and Receivables Setup
The Default Minimum Shelf Life for outbound processes can be configured in the Sales and Receivables Setup. Similar to inbound settings, this date formula applies to items with lot tracking that require expiration dates. Users can adjust the Minimum Shelf Life within item cards as needed.
For additional details, refer to Shelf Life Management.