Import Items to Check
The import procedure is located at Quality > Item Checks > Item Checks > Import Items to Check.
This management allows for the creation of new Item Checks by importing the Items to check from the provided Document Types:
Goods Receipt
Purchase Delivery Note
Purchase Invoices
Production Declarations
Production Order Phases
Valorization of Subcontractor Returns
Movements Load
and associate them with the planned Control Plan to then verify their compliance through visual inspections or with the aid of Measuring Instruments.
The form is divided into:
- a filter area, contextual to the Document Type from which the Items to check are to be imported;
- an area made up of several tabs, one for each Document Type, each containing grids dedicated to the results of the filter.
Specific Buttons
Search Document Lines to Import
The filter area and the tab containing the results grid change once the Document Type is specified.
Once the desired filters are set, clicking on the Search button will display the results within the results grid.
For the selected Document Type, only the item document lines will be displayed:
- coded for Goods Receipt, Purchase Delivery Note, Purchase Invoices, and Valorization of Subcontractor Returns;
- with produced and/or discarded quantities for Production Declarations;
for the remaining Document Types of Production Order Phases and Movements Load, all document lines will be displayed.
Confirm Document Lines to Import
Enabled if at least one line is selected from the results grid and the Control Type to create.
Once the desired lines are selected, it is necessary to click the Confirm button to associate the Control Plans and create the Item controls.
At the end of the operation, a prompt will ask if you wish to continue with the import process or open the Item controls just created.
For the automatic search of the Control plan to be associated with each ITEM present in the selected document line, the following methodology is used:
- for production documents (Production declarations and Production Order Phases), the Control Plan indicated in the Phase is considered;
- for other documents, the account of the Client or Supplier associated with the Document type and the Date of document is considered;
with this information, the Control Plan valid as of the document date and for the selected ITEM is searched for to associate;
for each search, if the Control Plan is not found, it proceeds with the next combination of values;
if more than one Control Plan is found, the Control is still inserted, but a decision must be made on which Control Plan to associate among those found;
the search sequence is as follows:- search among the Control Plans of the Plan Type indicated as the Control plan type of the Document Type for Import present in the Item Control Parameters and account of the Customer or Supplier of the document, and subsequently those without a Customer or Supplier account;
- search among the Control Plans of other Plan Types not indicated as the Control Plan Type of the Document Type for Import present in the Item Control Parameters and the account of the Customer or Supplier of the document, and subsequently those without a Customer or Supplier account.
- if not found, a warning message is displayed, the Item Control is still inserted but without the Control Plan, lacking the Tests to check, and an indication is added in the Control Plans Requests.
Management Import Items to Check
Filter Area
The area consists of a fixed part where the general search filters are shown and a variable part contextual to the selected Document Type; the variable part is displayed below the Item expander.
The general search filters are:
Document Type: is the Document Type in which to search for information.
When executing the management task, the Document Type indicated as Default in the list of Document Types for Import in the Item controls tab of the Item Control Parameters will be proposed; if not specified, Purchase Delivery Note will be suggested.
The automatic proposal, or any subsequent variation by the operator, will change the variable part of the filters and the displayed tab.Item Detail: is the type of detail to check for the specific Item related to the document type.
It is a predefined list of values from the system:
- None - the considered Item line will not take any detail data;
- Batch - the considered Item line will take the maximum detail as the Batch;
- S.N. - the considered Item line will take the maximum detail as the Serial Number;
- Loading Unit - the considered Item line will take the maximum detail as the Loading Unit.
When executing the management task, the Item Detail indicated in Item Detail in the list of Document Types for Import in the Item controls tab of the Item Control Parameters will be proposed.
Control Type: the code of the Control Type to associate with the Item controls to be created.
When executing the management task, the Control Type indicated in Control Type in the list of Document Types for Import in the Item controls tab of the Item Control Parameters will be proposed.expander Detail
Not yet considered: indicates whether to search only for the document lines that have not been considered in previous imports.
Already considered: indicates whether to search, in addition to those not yet considered, also for the lines that have already been considered in previous imports (usually used if further checks are desired).Bar Code: is the code enabled for recognition of: Item, Loading Unit, Batch, and Serial Number.
expander Item
Loading Unit: is the formatted code of the Loading Unit.
Batch: is the code of the Batch.
Serial Number: is the code of the Serial Number.
Result Area
Contained in each tab, it is the "grid" that contains the result of the Search applied to the filter area.
The information contained in the list is contextual to the selected Document Type.
For anything not detailed in this document regarding the common functioning of the forms, please refer to the following link Custom features, buttons, and fields.