Creating receiving inspection form
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Prerequisites
- Access the menu Registration > Receiving Inspection Form (IP003).
- Type of inspection form registered.
- Evaluation group registered.
- Registered receipt flow .
- Item, Process or Input registered.
Presentation
The inspection sheet contains the settings that define how inspections will be carried out for a given object, ensuring standardization and traceability in the process.
Among the main available parameter settings, the following stand out:
- Frequency of receipts: not applicable to services and raw materials (inputs).
- Delivery of an initial sample of the object: not applicable to processes and workflows.
- Inspection step settings: include defining the step frequency, applying evaluation checklists, and setting sampling rules.
- Supplier-specific settings: applicable only to external items and supplies.
- Settings by features.
- The account has been blocked for new payments.
For demonstration purposes, an inspection sheet will be registered for the CA-50 steel bars received from an external supplier.
Creating receiving inspection form
Watch the video below to learn how to register a receiving inspection form:
Screen fields by object type
| Item | This field is displayed when the object of the inspection sheet, defined in the inspection sheet type, is "Product in process", "Internal finished product", "External finished product" or "Service". In this case, select the item to be inspected. |
| Input | This field is displayed when the object of the inspection form, defined in the inspection form type, is "Raw Material". In this case, select the input to be inspected. |
| Process | This field is displayed when the object of the inspection sheet, defined in the inspection sheet type, is "Product in process", "Workflow", "Workflow activity", "Process" or "Process activity". In this case, select the process to be inspected. |
| Activity | This field is displayed when the object of the inspection sheet, defined in the inspection sheet type, is "Product in process", "Workflow activity", or "Process activity". In this case, select the process activity to be inspected. |
By default, the Revision field is automatically populated with the number of the object's last revision. However, the user can change this value.
In the Identifier field , enter the number or abbreviation that will identify the registration, or use the button next to the field to generate an automatic number.
The recorded information can only be saved after filling in the required fields in the General and Form Configuration/Default Configuration tabs .
To register the objects listed above, the PDM, Input, Process, Workflow, and Supplier components must be part of the solutions acquired by your organization.
General tab fields
| Inspection form type | This field will be filled in by the system with the type of inspection form. |
| Subject of the form | This field will be populated by the system with the object configured in the inspection form type. |
| Evaluation group | Select the group responsible for monitoring the quality indicators of incoming goods. |
| Quality index | Select the quality index that will be used to evaluate the quality of the receipt. |
| Receipt flow | Select the workflow to be used. The workflow allows you to define the order and timeframe of each inspection step. |
| Frequency of receipt identification* |
In the Frequency Type field , define how the receipt records will be identified periodically:
The "Inspect one instance at a time" option is only valid when the object in the record is "Product in process", "Process", "Process activity", "Workflow", or "Workflow activity". Select this option so that the receipt is executed after a certain frequency of completed processes.
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* The fields in this section will not be displayed when the subject of the form is "Service" or "Raw Material".
- By selecting the option "Allow changing the flow when adding a receipt ," it will be possible to change the flow during the identification step.
- By selecting the "Block receipts for this inspection form" option , it will not be possible to create new receipt entries for the form.
Default settings tab/Form settings
Depending on the type of item on the inspection sheet, the tab displayed may vary:
Form configuration : this tab will be enabled by the system when the object type is "Product in process", "Internal finished product", "External finished product", "Workflow", "Workflow activity", "Process" or "Process activity".
Default configuration : This tab will be enabled by the system when the object type is "Raw material" or "Service". In this case, it will be possible to replicate the inspection frequency and initial sample control settings for all suppliers. To do this, simply click the Replicate data button displayed in the section.
The settings for the other tabs and sections that require specific parameters and were not covered in this article will be presented in supplementary content. For more details, please see the links below:
Conclusion
With the inspection form configured, it is possible to proceed to the execution stage, in which new receipts can be registered and evaluated according to the defined parameters.