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Configuring object initial sample

 

Prerequisite

  • Access the menu Registration > Receiving Inspection Form (IP003).

 

Presentation

An initial sample indicates that the item is under evaluation and, therefore, all its characteristics will be inspected. When this control is enabled in the system, the first receipt of the item or supplier will be automatically treated as an initial sample. Furthermore, whenever a new revision of the item is released, it will also be considered a new initial sample. 

In this article, we will use the configuration of the inspection sheet for the steel bar object as an example, demonstrating how to register and parameterize the control of the initial sample in the system. 

 

Configuring initial sample

1. Access the menu Registration > Receiving Inspection Form (IP003).

2. On the inspection form, go to the Initial Sample tab and check the Control Initial Sample option to enable the fields.

3. In the Sample section, select the initial sample status and set a deadline for receiving it.

4. If necessary, check the "Control initial sample validity" option so that, when the validity expires, a new initial sample will be requested by the system. In the fields that will be enabled, define the frequency of initial sample control in days, weeks, or months.

5. Specify the storage location for the initial sample. For more details, see the article Register storage location .

6. In the Notes field, add any additional information about the inspection.  

7. Save the information to complete the setup.

The initial sample information is stored by supplier. The Replicate data button allows you to standardize the same initial sampling rule for all suppliers registered in the record.

  • To set up an initial sample per supplier, see the article Set up suppliers .
  • For more details about the inspection form, see the article Registering a receiving inspection form .
  • In the Notes field , you will be able to use the SoftExpert AI. On the screen, the AI ​​Assistant feature is represented by the icon , and the AI ​​Commands feature by the icon . To learn more about using the assistant, see the article Using AI in text creation and editing .

 

Conclusion

Initial sample control ensures that the first incoming items undergo a thorough inspection, aiding in the traceability of the qualification process. With this feature, the organization ensures that only properly evaluated materials advance to the subsequent inspection stages.

 


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