Production receipt automation

The screenshot below shows the detail view of a Production receipt automation rule.

The following details can be entered / edited:

• Rule activation

Your automation is effective only if you have ticked the Active checkbox in the top left of the tab header.

An automation rule can be marked as Active only if you have selected an inspection plan and specified at least one condition.

• Name

You can change the name of the automation rule.

• Inspection plan

Select the inspection plan you want to base your automatically created inspection orders on from the drop-down list.

• Sampling plan

Select the way you want to calculate the number of samples in your automatically created inspection orders from the drop-down list.

• Conditions

Use AND and/or OR operators to specify the conditions that a newly detected receipt from production in SAP Business One needs to meet in order to invoke your automation rule. Clicking on the + sign allows you to add a new condition or a new group of conditions connected by an AND or an OR operator. A condition can refer to an item / product, an item / product group, an item / product property, a customer. Each of these elements can be associated with (required to be equal to or not equal to) a value to be selected from a drop-down list. For example, if you want your production receipt automation rule to take effect if the SAP Business One document is for the customer Microchips and on the item Printer Label, then use the following formula:

• Order generation

For an item managed by batches in SAP Business One, select the corresponding radio button to generate one inspection order for each line in the SAP Business One document (i.e. goods receipt, A/P invoice or production receipt), or to have an order for each batch covered by the document.

Similarly, for an item managed by serial numbers in SAP Business One, select the corresponding radio button to generate one inspection order for each line in the SAP Business One document, or to have an order for each serial number covered by the document.

The default setting is Create one order per document line for both batch and serial number managed items.

Selecting Create one order per serial number may potentially result in a great number of inspection orders.

Newly created orders are added directly to the operator’s list in Inspect / Operator, unless you uncheck the Release automatically checkbox (which is checked by default).

• Post events

Tick the Finalize automatically checkbox to close the order if it has passed. Select the Batch release checkbox to release the batch automatically in SAP Business One if the order has passed and is finalized.