Item sampling

Peter Kure Bek-Thorngreen Updated by Peter Kure Bek-Thorngreen

Item sampling  

Path: (Quality\Setup\Quality control) Item sampling is a crucial component of quality management systems, used to determine the quantity of an item that needs to be tested during quality inspections. This process plays a pivotal role in quality orders, ensuring that the right amount of inventory is subjected to testing. 

Item sampling in the Advanced Quality and Sample Management module is different from the standard quality module, although the same interface is used as a base. 

Here are some of the major differences. 

In the screenshot below the areas marked with a red box are not used by the Advanced Quality and Sample Management module. 

But the “per updated quantity” field marked with yellow plays an important role in creating samples, calculating the right quantity for the Advanced quality order tests and other things. See below. 

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Key Features: 

  1. No Inventory Transactions for Sampled Quantities: 
  • Advanced quality orders do not create inventory transactions for the quantities calculated by item sampling. This means standard inventory dimensions, like Inventory status, are not utilized, and restrictions have been removed for creating advanced quality orders. 
  1. Destructive Testing Limitations: 
  • Destructive testing is not possible for quantities calculated by item sampling in advanced quality orders, due to the absence of inventory transactions. 
  1. No Inventory Blocking: 
  • These orders are not used to perform inventory blocking – although it is possible. Instead, blocking is managed using disposition codes at batch or license plate (LP) levels.  
  1. Storage and tracking dimensions  
  • In standard quality this controls how the system should find and treat items when a quality order is completed. If for instance a quality order fails, the system needs to block all items connected to this quality order. Using these dimensions the system can narrow down and only block the license plates received, but to do so the license plate dimension needs to be enabled. 
  • In Advanced quality and sample management the dimensions are used to add information to the sample. For the system to identify a license plate registered towards a batch it is needed to toggle the license plate and batch dimensions to yes.  
    Without this the system does not register a sample towards a license plate, which affects the quality work if the test group is set to license plate sequence. 
  1. No On-Hand Inventory Requirement: 
  • There is no need for on-hand inventory availability at the dimensions of the quality order. This allows for testing samples of a batch before the main batch is received or moved during testing. 
  1. Multiple Orders: 
  • Multiple open advanced quality orders can exist simultaneously for the same batch or sequence of license plates. 
  1. Item Sampling Setup: 
  • The system can calculate the sample quantity as a sum of individual sample types, useful when a large sample is divided for various analyses. Attention to unit conversion rounding is advised to ensure accurate sample quantities. See sample types below 

"Per Updated Quantity": 

The "Per Updated Quantity" field is used to indicate if sampling should occur in response to the reception of goods, which is particularly relevant when receiving items in multiple shipments or batches over time. 

When set to "yes," this field ensures that sampling is conducted based on the quantity received during each update or reception. This is useful in scenarios where items are received incrementally rather than in a single shipment. 

Usage in Quality and Sample Management (QSM) Module: 

In the context of the QSM module, this setting helps register the amount from which the sample should be drawn accurately. It is essential for calculating the correct sample quantity when dealing with advanced quality associations that reference types other than "Quality sample." 

If "Per Updated Quantity" is not set, the system may face difficulties in determining the correct sample amount, potentially leading to discrepancies in sampling and testing procedures. 

Restrictions: 

For advanced quality associations with a reference type "Quality sample," this field should not be set to "yes." Doing so can disrupt the code responsible for creating advanced quality orders, resulting in incorrect numbers of orders or frequencies. 

Advanced Quantity Calculation: 

‘Advanced quantity calculation’ – Here you can select to sample sqrt(n)+1.  This is a sample quantity that has been used in the industry for many years and is generally accepted by the FDA. The setup will only be available for the quantity specification of ‘Percent’. Example: Order qty is 1000 ea. 100 ea. are registered on an LP (item sampling 100% + calculated) an Adv. quality order is created for 11 ea. (√100= 10 + 1 = 11 ea.).  

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Figure 17: Item sampling setup  

How did we do?

How to transfer test results from bulk batch to Finished Goods batch

Transfer disposition code from Bulk product to finished goods

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