How to transfer Out of Spec test results to batch attributes

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

Important notice!

The settings described below are all toggled off by default. This means that all test results - including out of spec test results - as a default will be transferred to batch attributes if the automatic transfer is activated.

Purpose

This guide explains the logic and configuration for transferring test results — including those outside specification — to batch attributes in the system. This functionality ensures compliance, traceability, and correct classification of products across different industries.

It adds new advanced logic to the functionality "Transfer test results to batch attributes" explained here:

Background

General Rule:

Every test result should be registered, regardless of whether it meets specification limits.

If a test fails, a supplementary quality order may be created to repeat the test, and the result might be overwritten.

Why not block OOS transfers?

Blocking out-of-spec results would cause critical errors in industries where classification depends on actual test values.

Examples:
  • Pharmaceutical alcohol: Purity determines whether the product is pharmaceutical grade or downgraded for technical use.
  • Juice production: Test results decide if juice meets premium standards or is used in blends.
  • Technical components: Results classify products for military, gas, water, or civilian applications.

Key Point: The system is intentionally designed to allow transfer of all results, including OOS, to batch attributes.

Setup

  • Settings for automatic transfer exist at:
    • Test Group Header: Controls general activation of automatic transfer.
    • Test Group Lines: Controls transfer for individual tests.

New Functionality Adds:

Field on Test group header: Transfer only if Completed in spec

  • Field on test group line: Transfer only if valid

Note:

The fields are added to the entities to ensure that updating the fields can be made in an easy way.

EGLQSMBATCHATTRIBAUTOTRANSFERALLOWONLYINSPEC

EGLQSMBATCHATTRIBAUTOTRANSFERALLOWONLYVALID

Remember that you might need to refresh entities and run the "generate mapping"

Configuration Logic

  1. Flags:
    • On Advanced Quality Order header → Transfer only if Completed in spec
      This is the setting to use to make a general decision whether out of spec results can be transferred to batch attributes or not.
    • On Advanced Quality Order line → Transfer only if valid
      This is how to control the behavior on the individual tests. If the general setting on the header is set to no, this setting on the individual line can trigger an out of spec result to be transferred anyway.
  2. Behavior:
    • If Transfer only if Completed in spec = Yes → functionality on Transfer only if valid on test group line is disabled.
    • If Transfer only if Completed in spec = No → functionality on Transfer only if valid on test group line is enabled.
  3. Default Values:
    • Transfer only if Completed in spec = Yes
    • Transfer only if valid = No

Main Logic

Case 1: Transfer only if Completed in spec = Yes

  • Test results transfer when:
    • Advanced Quality Order Phase = Complete in spec (manual or auto-validation for priority 1 tests)
    • Advanced Quality Order Status = Pass (manual or auto-validation in standard D365 process)

Case 2: Transfer only if Completed in spec = No

  • During validation (auto or manual):
    • If Transfer only if valid = Yes AND Result entered = Yes AND Test result = pass → Transfer result.
    • If Transfer only if valid = Yes AND Result entered = Yes AND Test result = fail → NO Transfer of result.
    • If Transfer only if valid = No AND Test result = Yes → Transfer result.

Note: Logic applies both when creating a new batch attribute entry and when overwriting an existing value.

Benefits

  • Maintains compliance and classification accuracy.
  • Prevents critical errors in multi-category product workflows.
  • Supports flexible industry requirements.

Manual update of out of spec test values

There are two ways to manually enter an out of spec test result (any value)  into a batch attribute.

  1. Open the desired AQL, clear the Transfer only if completed in spec checkbox, and perform the validation again -> then the value is transferred by the system.
  2. Navigate to the batch attributes of the selected batch. Enter the value manually in the Attribute value field.
    Note: If this field is empty, you must first press the Load item attributes button and then enter the value. If there is already a value, you can simply overwrite it.

How did we do?

Advanced quality work when merging batches (reference type = Inventory)

Reservation concept for Batch and warehouse enabled products

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