QC Orders

The QC Orders list is the entry point to quality control. Each row is one QC order — an inspection raised for an item from a production, purchasing, sales or stock document, or for a batch — with its inspection plan, quantity, sample counts and release state. From here you open an order to see its details, block or release its batch and post its material transfer.

Two buttons in the grid toolbar are specific to this list. Select exactly one order with its checkbox, then press Input by Sample to record results sample by sample, or Input by Test to record them test by test — see Input by Sample and Input by Test. Both buttons stay disabled until one row is selected; the same two entry points sit in the header of the QC Order detail.

Default Columns

Column	Description
Document	The document entry of the QC order.
Document Type	The type of document the order was raised from: Batch, Goods Receipt PO, Production, Sales Return, Expiry Date Exceeded, Stock Transfer, Goods Receipt, A/P Invoice, Purchase Return, A/P Credit Memo, A/R Credit Memo, Delivery, A/R Invoice, Cancellation, Batch split, Batch Transfer Posting, Manual or Operation.
QC Order	The QC order ID.
Inspection Plan	The QC inspection plan the order follows. Click the value to open the plan.
Created	Date the order was created.
Item Code	The inspected item. Click the value to open the item.
Warehouse	The warehouse the inspected stock is in. Click the value to open the warehouse.
Quantity	The inspected quantity, followed by its unit. The decimals follow the unit.
Item Info	Free text about the order.
Info	System text on the order, such as the routing operation it was created for.
Open	Number of samples not yet evaluated.
OK	Number of samples that passed.
Error	Number of samples that failed.
Transfer	Whether the material still has to be transferred — see Transfer.
Release	Check mark when the order is released.
Closed	Check mark when the order is closed. The list opens with this filter set to Open; choose All in the filter bar to see closed orders as well.
Business Partner	The business partner linked to the order. Click the value to open the business partner.
Rule	The QC rule applied to the order.
Attachment	Number of documents attached to the order.

Additional Columns

Hidden columns are available in the tool bar settings ().

Column	Description
Description	The item description.
Batch Number	The batch under inspection.
Unit of Measure	The unit of the quantity. Click the value to open the unit.
Version	The item version.
Drawing Number	The drawing reference of the item.
Branch	The branch the order belongs to.
Belongs To	The parent QC order when this order is a sub-order. Click the value to open the parent.
Adjusting Factor	The correction factor applied to the order.
Order Status	Open, Released or Closed — see Order Status.
Batch Status	Whether the order's batch is blocked in SAP — see Batch Status.
Printed	Check mark when the order has been printed.
Release Date	Date the order was released.
Released By	Who released the order.
Closed Date	Date the order was closed.
Closed By	Who closed the order.
Node ID	The node of the order.
QC Order Number	The numeric part of the QC order ID.
QC Item Number	The line of the inspection plan the order refers to.
Project	The project the order is assigned to.
Project UID	The internal number of that project.
Origin Type	The object type of the source document.
Origin Number	The document entry of the source document.
Order	The source document the order was raised from.
Position	The line in the source document.
Base Line 2	A second line reference in the source document.
Type	The order's own type, with the same labels as Document Type. An order created from a batch shows Batch here and the document the batch came from under Document Type.
Production Document	The linked production document.
Production Position	The position in that production document.
Production Pos.	A second position reference in the production document.
Production Measurement	The measurement value from production.
Status Info	Additional status text.
Release Person ID	The ID of the person who released the order.
Release Station	The station the order was released from.
Person ID	The ID of the person linked to the order.
Internal Key	The internal record key.
Valuation	The valuation result of the order.
Valuation Info	Additional valuation text.
Block Reason ID	The ID of the blockage reason.
Block reason	The blockage reason.
Type Value	The value belonging to the order type.
Station	The station linked to the order.
Image 1	File path of the first image attached to the order.
Image 2	File path of the second image.
Image 3	File path of the third image.
Version Info	Additional version text.
Beas Version	The Beas version that wrote the record.
Branch ID	The internal number of the branch.
Created By	Who created the order.
Modified	Date and time the order was last changed.
Modified By	Who last changed the order.

Transfer

The material transfer of the order, as a coloured badge. Orders without a transfer status show no badge.

Label	Meaning	Indicator
No	No material transfer is needed.	Green
Open	The transfer still has to be posted.	Red
Booked	The transfer has been posted.	Green

Order Status

Derived from the order's Release and Closed flags.

Label	Meaning	Indicator
Open	Neither released nor closed.	Blue
Released	Released, not yet closed.	Green
Closed	The order is closed.	Grey

Batch Status

Read from the SAP batch behind the order's item and batch number. An order without a batch, or whose batch is not registered in SAP, shows Free.

Label	Meaning	Indicator
Free	The batch is not blocked in SAP.	Green
Locked	The batch is blocked in SAP (Not Accessible or Locked).	Red

QC Order detail

Open a row in the list to see one QC order. The page opens in display mode; press Edit to change Drawing Number, Batch Number, Inspection Plan, Project and Item Info — every other field is written by the process that created or released the order.

Header

The QC order ID is the title, with the item code and description beneath it. The facets:

Field	Description
Document Type	The type of document the order was raised from — Production, Goods Receipt PO, Stock Transfer, Batch split and the other types listed under Default Columns.
Quantity	The inspected quantity.
Order Status	Open (blue) while the order is neither released nor closed, Released (green) once it is released, Closed (grey) once it is closed.
Batch Status	The SAP status of the order's batch: Released (green), Not Accessible (red) or Locked (red). No badge when the order has no batch registered in SAP.
Transfer	Whether the material transfer is still due: No (green), Open (red) or Booked (green).
Valuation	The valuation result of the order.
Release Date	Date and time the order was released.
Last Modified	Date and time the record was last changed.

The action buttons:

Field	Description
Batch Block	Blocks the order's batch in SAP — see Batch Block and Batch Release. Shown while the batch is free.
Batch Release	Releases the batch again. Takes the place of Batch Block while the batch is blocked.
Transfer	Posts the material transfer of the order — see Transfer to Warehouse. Shown only while the Transfer status is Open and the order is not closed.
Input by Sample	Opens result entry sample by sample — see Input by Sample.
Input by Test	Opens result entry test by test — see Input by Test.

Batch Block and Batch Release

One button that follows the batch. Batch Block sets the SAP batch to Not Accessible; Batch Release sets it back to Released — the state the list shows as Free. The QC order itself is not changed: Order Status stays as it was, while the Batch Status facet and the badge in the Batches section update and the button changes to the opposite action.

The button is disabled when the order has no batch number. If the batch number is not registered in SAP, the action stops with an error message and nothing is changed.

caution

A batch that is Not Accessible cannot be selected in SAP documents until it is released again. Every QC order on the same item and batch shows the new status.

Transfer to Warehouse

Transfer opens the Transfer to Warehouse dialog, which posts the inspected material out of its current warehouse.

Field	Description
Batch Number	The order's batch.
Source Warehouse	The order's warehouse, with the batch's current stock there.
Document Type	The SAP document to post: Transfer to Warehouse, Goods Issue or Inventory Transfer Request. Purchase Return is offered as well when the order comes from a goods receipt PO.
Rejected	Mark when the material failed inspection. The proposed target warehouse switches to the reject route.
Target Warehouse	Where the stock goes. Proposed by the warehouse rule and changeable; offered for Transfer to Warehouse and Inventory Transfer Request only. The list holds the active warehouses other than the source; bin-managed warehouses are not offered.
Quantity	Defaults to the quantity still to transfer, capped by the batch's stock in the source warehouse, and cannot exceed that figure.
Posting Date	The posting date of the document. Defaults to today.
Remarks	Free text for the posted document.

Post creates the document and closes the dialog; Cancel discards the input. A failed posting shows the reason inside the dialog and keeps what you entered. After a successful posting the order reloads: the Transfer status turns Booked once the whole planned quantity has been transferred and stays Open while a part is still outstanding, so a transfer can be posted in several steps.

Seven sections: General, Samples, Release, Custom Fields (only when configured), Batches, Documents and Activities.

General

Field	Description
QC Order	The QC order ID.
Document	The document entry of the QC order.
Printed	Check mark when the order has been printed.
Item Code	The inspected item.
Description	The item description.
I-Version	The item version.
Drawing Number	The drawing reference of the item.
Created	Date and time the order was created.
Quantity	The inspected quantity, with the decimals of its unit.
Unit of Measure	The unit of the quantity.
Document Type	The type of document the order was raised from, with the same labels as in the header.
Type Value	The value belonging to the order type.
Inspection Plan	The QC inspection plan the order follows, with a choose-from-list of plans — see QC Inspection Plans.
Order	The source document the order was raised from.
Business Partner	The business partner linked to the order.
Batch Number	The batch under inspection.
Batch Status	The SAP status of that batch: Released, Not Accessible or Locked. Changed with Batch Block and Batch Release in the header.
Belongs To	The parent QC order when this order is a sub-order.
Project	The project the order is assigned to.
Branch	The branch the order belongs to.
Item Info	Free text about the order.
Info	System text on the order, such as the routing operation it was created for.

Samples

The sample counts of the order. The samples themselves are recorded through Input by Sample and Input by Test in the header and listed in QC Samples.

Field	Description
Open	Number of samples not yet evaluated.
OK	Number of samples that passed.
Error	Number of samples that failed.
Transfer	The material transfer status: No, Open or Booked.

Release

Field	Description
Order Status	Open, Released or Closed.
Status Info	Additional status text.
Block reason	The blockage reason given for the order — see QC Blockage Reasons.
Valuation	The valuation result — see QC Valuations.
Valuation Info	Additional valuation text.
Release	The release stage of the order.
Release Date	Date and time the order was released.
Released By	Who released the order.
Closed	Check mark when the order is closed.
Closed Date	Date and time the order was closed.

Custom Fields

Shown only when an administrator has configured at least one user-defined field for QC orders under System → UDF Configuration. The fields, their labels and whether they can be edited are the ones set there; an order without such a configuration has no Custom Fields section.

Batches

The order's batch number with its SAP status badge, followed by the batch's stock per warehouse. An order without a batch shows no rows.

Column	Description
Warehouse	The warehouse code.
Name	The warehouse name.
Quantity	The batch's stock in that warehouse.

Documents

The files attached to the order — those added on this order and those inherited from its inspection plan.

Column	Description
Description	A description of the file.
File Name	The file's name. Hover over it to see the full stored path.
Category	A free category of up to 20 characters.
User Added	Yes for a file added on this order, No for a file inherited from the inspection plan.
Last Modified	Date and time the entry was last changed.

Every row offers Open. Rows with User Added set to Yes also offer Edit and Delete; inherited plan documents can only be opened. Create in the section toolbar opens the New Document dialog:

Field	Description
Description	A description of the file, up to 200 characters. Prefilled with the file name when left empty.
Category	A free category, up to 20 characters.
Choose file	Selects the file to upload. Files up to 10 MB are accepted.

Activities

The SAP Business One activities linked to the order.

Column	Description
Action	The activity class: Phone Call, Campaign, Meeting, Note, Other or Task.
Type	The activity type.
Customer	The business partner code and name.
Date	Date and time of the activity.
Complete	Check mark when the activity is closed.
Remarks	The activity's remarks.
Contents	The activity's content text.

Examples

The Transfer button is not there. It appears only while there is a transfer to post: the Transfer facet reads Open and the order is not closed. No means the order never needed a transfer, Booked means it is already done — neither shows the button.

Blocking the batch did not change the order. Batch Block and Batch Release act on the SAP batch, not on the QC order. Order Status keeps its value; what changes is Batch Status in the header and the badge in Batches. Release, closing, valuation and blockage reason are not changed on this page — they come from the inspection.

Related functionality

• QC Samples — the samples recorded for the QC orders.
• QC Batches to Verify — the batches in stock still waiting for a QC order.