Using the Warehouse management app and Advanced quality control

Dawid Kaczmarek Updated by Dawid Kaczmarek

In October 2025 Microsoft changed and improved the WMS app. The October release of the Cepheo Quality and sample management was also optimized and improved to use the new features. It solved issues with the report as finished in combination with Advanced Quality work. A new feature has been added to the feature management module. The code is updated to cover the use of the new version. It is added as a feature, which is default on. Go to system administration -> feature management to find it. The name is Advanced Quality Control - new implementation of mobile report as finish menu item. If it does not appear on the list, try to push the "check for updates" in the upper right corner.

To use the functionality provided by Advanced quality control on the Warehouse management app, you need to activate the functionality on the individual menu item. The following processes are supported using the Adv. Quality control i.e. having adv. Quality orders and/or Quality samples triggered during the process as part of the flow:
  • Purchase order line receiving
  • Purchase order line receiving and put away
  • Purchase order item receiving
  • Purchase order item receiving and put away
  • Transfer order line receiving
  • Transfer order line receiving and put away
  • Transfer order item receiving
  • Transfer order item receiving and put away
  • License plate receiving
  • License plate receiving and put away
  • Mixed license plate receiving – Sources: Transfer, Purchase orders, LP receive, Return order receiving
  • Mixed license plate receiving and put away- Sources: Transfer, Purchase orders, LP receiving, Return order receiving
  • Report as finished
  • Report as finished
  • Start production (not a receipt process)
Item receipts using the Warehouse Management app

If you using one of the above mentioned receipt processes and want to have triggered quality work (orders/samples) presented as part of the receipt process you have to switch on the general parameter (see 4.3.2) and then you can decide in which receipt process menu items you want to have the elements presented. This gives you the option to have menu items set up for the same process e.g. Purchase line receiving with and one without the parameter set to YES. In the standard receipt processes, you are not even informed if standard quality orders are created. This has been improved in Cepheo Process Industries solution for D365FO, where new forms have been added to handle advanced quality orders (and/or Quality samples) functionality as part of the item receiving process using the Warehouse management app.

Figure 67: Activate usage of adv. Quality control processes for the individual menu item

Below is an example using the purchase order line functionality and getting shown the quality elements related to the receiving of the current LP. A purchase order is created, on the first line 500 Ea. of item QSM1 has to be registered and as part of the receipt process the temperature of the items on the LPs has to be controlled and the items were received fully sealed, so a advanced quality association record has been setup to trigger a quality order per received LP. For this we will use the above-mentioned menu item:

StepUserSystem
1Open the form for purchase order line receipt and enter or scan the purchase order IDà Enter![Embedded Image 1](../images/image146.png) ![Embedded Image 2](../images/image170.png)
2Enter the purchase order line number - press [OK]![Embedded Image 1](../images/image195.png) ![Embedded Image 2](../images/image218.png)
3Enter quantity - press [OK]![Embedded Image 1](../images/image001.png) ![Embedded Image 2](../images/image022.png)
4You will then be presented with a page where you have to check and confirm the values![Embedded Image](../images/image_044.png)
5Depending on the setup, the system then presents the page where you enter or are shown the assigned batch and LP number – Enter (blue check mark)![Embedded Image 1](../images/image061.png) ![Embedded Image 2](../images/image087.png)
6Depending on the setup, the system then presents the page where you enter or scan batch number (if used and not already allocated on the PO line)– Enter (blue check mark)![Embedded Image 1](../images/image112.png) ![Embedded Image 2](../images/image135.png)
7The update is shown, here you can choose to enter test results for the advanced quality order(s) created OR you can choose to activate DONE and you will be taken directly to the ‘put-away page![Embedded Image](../images/image_159.png)
8If you choose to enter test results now, you activate the button(s) representing the triggered adv. Quality orders![Embedded Image](../images/image_184.png)
9When activating a button for an adv. Quality order you are taken to a page where you show a number of buttons , one for each test in the adv. Quality order and you can enter test results for these![Embedded Image 1](../images/image208.png) ![Embedded Image 2](../images/image231.png)
10When you have entered a test result (+ enter) you are taken back to the previous page and can choose to enter test results for additional tests![Embedded Image](../images/image_011.png)
11If the test is an enumerated test the default value (here NO) is shown, it can be confirmed (enter) or changed to another of the possible enum valuesà Enter![Embedded Image 1](../images/image034.png) ![Embedded Image 2](../images/image048.png)
12Activate the [Go back] button and the [Done] button to proceed with the Put-away process![Embedded Image](../images/image_073.png)
13If location is not suggested (as here) enter a location for the put action à Enter, and work is completed![Embedded Image](../images/image_099.png)
Register test results/Add test results

If you want to register test results by use of the Warehouse management app, but not as a part of a receiving process as shown above, the activity code 'Register test results' is available to be used in setup of the mobile device menu item.

Another activity code, “Add test results” is also available to use in the app. This code should be used if you intend to enter multiple test results for the same test in the same adv. Quality order (NOTE: This can also be done in the client directly on the quality order lines OR via the Register test results form). When using this code, the test must not have been set up as YES in field ‘Manual test result quantity’ nor be setup to auto validate:

Figure 68: Manual test result quantity Figure 69: Correct settings when using ‘Add test results’ activity code Embedded Image Embedded Image Figure 70: Register or Add test results activity codes

Figure 70: Register or Add test results activity codes

NOTE : When >1 test result is added per test via a ‘Add test results’ menu item, you have to update the results qty in the client, as the field is not available in the app so it will be set to 0,00 and the test will remain marked as ‘Incomplete’ as no results qty is filled in.

The setup is done in [Warehouse management / Setup / Mobile device / Mobile device menu item] where the activity code ‘Register test results’ can be selected for a menu item in mode ‘Indirect’.

The process is the following:

If an RF device uses the menu item for registering test results, a form for entering test results can be opened. The form requests the user to type or scan the ID for a quality order. Selecting a test and entering the result will return the user the list of tests for the selected quality order, where the process can be repeated.

If changes are needed for an already registered test result, the same procedure can be followed for change of the registered test result.

If registration of test results is part of the purchase item receiving process, setup of the ‘Register test results’ activity code is not needed. This is only needed if registration of test results is wanted ad-hoc.

StepUserSystem
1Open the form for registration of test results and enter or scan the quality order ID and press [OK] (Enter)![Embedded Image 1](../images/image219.png) ![Embedded Image 2](../images/image244.png)
2A form opens showing the relevant information for the quality order: - Item number and name - Batch number - License plate In the lower part, the tests (as buttons) and their status on the order is shown. The relevant test can be selected.![Embedded Image](../images/image_023.png)
3The test result can now be entered followed by [OK].![Embedded Image 1](../images/image037.png) ![Embedded Image 2](../images/image062.png)
4When a test result has been entered and ENTER activated, the user is taken back to the previous page and you can see the results of the entered value (here PASS) and you can continue entering test results for the next test(s):![Embedded Image](../images/image_088.png)
4The overview is now shown with the updated status of the tests in parentheses after the test name:![Embedded Image](../images/image_113.png)

If using the ’Add test results’ activity code, the quantity used for each registration is divided by the number of times a test result is entered. Otherwise, the process is very similar to the above shown process. NOTE: In the client you can manually enter the qty for each test result if the parameter for this has been ticked YES.

Under Warehouse management\Setup\Mobile device\Mobile device menu items it is possible to create and configure menu items for the mobile device menus, that are related to the handling of quality samples. These menu items trigger a piece of code, and CEPHEO Quality Sample Management for D365FO introduces several new ones to provide the solution-specific processes to be performed on the mobile device:

Figure 71: Activity codes on mobile device menu items

As can be seen from the figure, it is possible to create a new menu item. This item is named, and a MODE is selected, which allows for defining the specific activity code. The activity codes added in the solution are the ones in the list from ‘Set sample status’ and down. They all require mode ‘Indirect’ .

In the following table, the activities and their settings are described:

Activity codeSettingFunction
Set sample statusAllow select sample statusThis setting controls whether the sample status can be selected from all statuses or is locked to a single one.
Set sample statusStatusIn case the selection is locked, this defines, which one is available for this specific menu item. The possibilities are: Created Sample taken Arrived in lab Registered in lab To archive Archived To disposal Disposed
Register test resultsNAThis activity code opens the form for registering test results and is always called for a quality order, scanned, or typed into the dialog
Set sample type statusAllow select sample statusThis setting controls whether the sample type status can be selected from all statuses or is locked to a single one
Set sample type statusStatusIn case the selection is locked, this defines which one is available for this specific menu item. The possible ones are: Created Sample taken Arrived in lab Registered in lab To archive Archived To disposal Disposed
Create sampleReference typeWith this setting it is controlled, which order type the created sample refers to. NOTE : A menu item must be created for every order type. This has been done to reduce end-user complexity: Inventory Sales Purchase Production Quarantine Route operation Co-product production Return orders Samples
Create samplePrint labelPrint a sample label after creation of the sample
Create sampleAutomatically register sample in labIf set to ‘YES’ the sample that is created is also automatically registered in lab which could result in quality orders to be created
Move sample typeNAThis activity code opens the form for moving a sample type to another existing Site, Warehouse, Location combination
Item receipt and registering sample taken

The process is the following:

If you on a remote device use the menu item for various receipts such as Purchase receipt, Report as finished etc., a form for registering the order + -line, item number and quantity can be opened. The form requests the user to type or scan these values. In standard D365FO, a registration is performed, but even if a quality association exists, which triggers a quality order, the user is not informed. This has been improved in CEPHEO Quality and Sample Management for D365FO, where new forms have been added to handle samples, advanced quality orders, registering test results against the adv. Quality order lines and a lot more functionality.

Below is the example of one of the inbound processes that is setup to trigger a sample to be taken during the receipt process against a purchase order, and you can then confirm it has been taken and a sample is created based on the process, and if the adv. Quality associations have been setup to trigger one (or several) adv. Quality orders, test results can be entered right away if suitable as well or at a later time:

StepUserSystem
1Open the form for purchase receipt and enter or scan the purchase order ID:![Embedded Image 1](../images/image162.png) ![Embedded Image 2](../images/image185.png)
2Enter line number - press [OK]![Embedded Image 1](../images/image209.png) ![Embedded Image 2](../images/image236.png)
3Enter quantity - press [OK]/enter![Embedded Image 1](../images/image012.png) ![Embedded Image 2](../images/image025.png)
4Confirm qty - Enter![Embedded Image](../images/image_049.png)
5The adv. Quality associations have been set up to trigger taken a sample at this point, the sample ID is displayed here à Activate the button and you are taken to a page which creates the sample with the shown sample ID![Embedded Image 1](../images/image074.png) ![Embedded Image 2](../images/image100.png)
6Then you are shown a page that tells you that the sample has been updated in status to ‘Sample taken’:![Embedded Image](../images/image_124.png)
7You are then taken to the ‘Put’ away process where you can confirm (or select or split) the location where the goods are put ways to![Embedded Image](../images/image_149.png)
Create sample

For creation of a sample by use of the Warehouse management app, you can use the activity code that is available to be used in setup of the mobile device menu items.

This functionality is especially useful for a warehouse worker if they come across an issue with a product during handling and want to create a sample of a batch for it to be tested/evaluated outside of the processes that automatically creates samples.

The setup is done in [Warehouse management / Setup / Mobile device / Mobile device menu item] where the activity code ‘Create sample’ can be selected for a menu item in mode ‘Indirect’.

The activity code can be set up to a specific reference type to be used in the Warehouse management app, to print out sample labels for the newly created sample and to perform automatic registration in lab of the sample, when created.

The process is the following:

If an RF device uses the menu item for creation of samples, a form to create new samples can be opened. The form requests the user to type or scan the information needed for the new sample according to the reference type and number, Item number, Batch number, License plate (*) and sample ID. If sample ID is left ‘blank’ a number from the number sequence for samples is used. Pressing [OK] will create the new sample, and the user will be shown the sample and sample type information. On the following screen Pressing [OK] will update the sample status from ‘created’ to ‘Sample taken’, and the user will be returned to the form for creation of new samples. If the parameter 'Auto-register in lab' has been marked YES, any advanced quality orders created due to the setup of the Adv. Quality associations will be presented the user right away, the user can then enter test result right away.

(*): On the mobile device menu items using the activity code, ‘Create sample’ the parameter ‘Skip inventory validation’ will, when set to YES allow you to create a sample in the warehousing app. without the license plate ID, this would fail if set to NO due to an inventory check being performed normally.

StepUserSystem
1Open the form for creation of samples (when setting up the menu items for this activity code you also state the reference (Purchase, Sales, Inventory…In this example we are creating a sample for a purchase order reference) the first information you are asked to enter is the Item number![Embedded Image 1](../images/image174.png) ![Embedded Image 2](../images/image197.png)
2The next field to enter or scan is the batch number à OK![Embedded Image 1](../images/image220.png) ![Embedded Image 2](../images/image004.png)
3Then enter/scan the license plate ID![Embedded Image](../images/image_014.png)
4Then enter/scan the location from which the sample is taken:![Embedded Image 1](../images/image038.png) ![Embedded Image 2](../images/image063.png)
5Next value to enter/scan is the reference number – In this case the purchase order ID – If the reference is e.g., Inventory this info is not part of the data à OK![Embedded Image](../images/image_089.png)
6The last field is the Quality sample ID, you can choose just to activate the OK button (in this case the ID is allocated from the number sequence setup for Quality samples) or to enter a unique ID to separate the sample ID's based on where/who created the 'on the fly-sample, this could also be scanned from a list of sample labels used for sample created by warehouse workers or quality management personnel:![Embedded Image 1](../images/image114.png) ![Embedded Image 2](../images/image138.png)
7On the last page you can see the sample information as well as any sample types that have been set up for the item and when information is confirmed [OK] an Infolog will show the new status.![Embedded Image](../images/image_163.png)
![Embedded Image](../images/image_186.png)
8Information of new status – On this page you could also be presented with an advanced quality order if the sample is auto-registered in lab and quality associations setup that triggers a quality order- The adv. Quality order(s) being created can be accessed via the button with the header ‘Register test results’ or you can choose to enter results at a later stage directly in the client or via the ‘Register/add test results’ activity code’ (see 4.8.2)![Embedded Image](../images/image_210.png)
Set sample status

For changing the status of a sample by use of the Warehouse management app, the activity code has been created to be used in setup of the mobile device menu items.

The setup is done in [Warehouse management / Setup / Mobile device / Mobile device menu item] where the activity code ‘Set sample status’ can be selected for a menu item in mode ‘Indirect’. The activity code can be set up to allow the user to select the wanted status in the Mobile device or to be locked to a chosen status.

The process is the following:

If a mobile device uses the menu item for setting sample status, a form for changing the status can be opened. The form requests the user to type or scan the ID for a sample, and if allowed also choose the status wanted for the sample. Pressing [OK] will update the selected sample with the new status, and the user will be returned to the form for typing or scanning a new Sample ID:

NOTE: If using a setup to automate printing of a Quality order report at creation of an Advanced quality order, this routing will not work using the Warehousing app.

UserSystem
1Open the form for setting sample status and type or scan a sample ID and press [OK].![Embedded Image 1](../images/image237.png) ![Embedded Image 2](../images/image005.png)
2On the sample screen you can see Item number Batch number License plate Sample quantity Sample status. Select the correct status and press [OK].![Embedded Image 1](../images/image026.png) ![Embedded Image 2](../images/image050.png)
3This updates the status, and a new sample can be updated.![Embedded Image](../images/image_075.png)
Set sample type status

For changing the status of a sample type by using the Warehouse management app, the activity code has been created to be used in setup of the mobile device menu items.

The setup is done in [Warehouse management / Setup / Mobile device / Mobile device menu item] where the new activity code ‘Set sample type status’ can be selected for a menu item in mode ‘Indirect’. The activity code can be set up to allow the user to select the wanted status in the remote device or to be locked to a chosen status.

The process is the following:

If a mobile device uses the menu item for setting sample type status, a form for changing the status can be opened. The form requests the user to type or scan the ID for a sample type, and if allowed also choose the status wanted for the sample type. Pressing [OK] will update the selected sample type with the new status, and the user will be returned to the form for typing or scanning a new Sample type ID.

StepUserSystem
1Open the form for setting sample status and type or scan a sample ID and press [OK].![Embedded Image 1](../images/image101.png) ![Embedded Image 2](../images/image125.png)
2On the sample type screen, you can see: Item number Batch number License plate Lab section Site Warehouse Location Sample quantity Current status. Select the correct status and press [OK].![Embedded Image 1](../images/image150.png) ![Embedded Image 2](../images/image175.png)
3This updates the status, and a new sample type can be updated.![Embedded Image](../images/image_198.png)
Move sample type

For moving a sample type to another warehouse or location by using a mobile device for the Warehousing module, a activity code has been created to be used in setup of the mobile device.

The setup is done in [Warehouse management / Setup / Mobile device / Mobile device menu item] where the new activity code ‘Move sample type’ can be selected for a menu item in mode ‘Indirect’.

The process is the following:

If a remote device uses the menu item for moving sample type, a form for moving the sample type can be opened. The form requests the user to type or scan the ID for a sample type. Information about the selected sample type is shown, and information about the new site, warehouse and location can be typed or scanned by the user. Pressing [OK] will update the selected sample type with the new storage information, and the user will be returned to the form for typing or scanning a new Sample type ID.

Warehouse app. Fields and priorities – New field added

The fields 'Advanced quality order', ‘Sample ID’ as well as ‘Sample type ID’ have been added to the fields that are part of the Default setup for the warehousing app. It is default setup to be scan able, when in this mode it is also possible to type in the ID.

Figure 72: Bespoke fields added to Warehouse app field names form

In the form ‘Warehouse app field priorities’ the 3 fields have been added to the priority 70 area, but can of couse be moved to another area if better suited

Figure 73: Warehouse app field priority
Disposition changes of a license plate

For changing the disposition code of a license plate by using the Warehouse management app, a activity code has been created to be used in setup of the mobile device.

The setup is done in [Warehouse management / Setup / Mobile device / Mobile device menu item] where the activity code ‘Change license plate disposition’ can be selected for a menu item in mode ‘Indirect’. The activity code can be set up to allow the user to select the wanted disposition code in the Warehouse management app or to be locked to a selected disposition code.

Figure 74: Change license plate disposition code via app

The process is as follows:

If a Remote device uses the menu item for changing license plate disposition, a form for changing the disposition code can be opened. The form requests the user to type or scan the ID for a license plate, and if allowed also choose the wanted status for the license plate. Pressing [OK] will update the selected license plate with the new disposition code, and the user will be returned to the form for typing or scanning a new license plate.

StepUserSystem
1Open the form for change of License plate status. Type or scan the license plate and press [OK].![Embedded Image](../images/image_039.png)
2Select the new disposition code à Enter![Embedded Image](../images/image_064.png)
3The disposition code is changed, and a new license plate can be chosen.

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Reservation concept for Batch and warehouse enabled products

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