Advanced quality associations with reference type ‘Quality sample’

Dawid Kaczmarek Updated by Dawid Kaczmarek

In many companies, samples are taken at short intervals, and it is not relevant to test all samples. To support this, a counter has been incorporated to define the relevant quality order frequency.

When you have selected the reference type ‘Quality sample’ and ‘Create quality order’, you can set a ‘Normal’ test group for the quality order that will be created according to the counters in ‘Normal test settings’. This can handle frequencies by time-period or quantity.

Setting the field ‘Use extended quality order criteria’ has an effect, which allows a switch between test groups and frequencies depending on the results of the ‘normal’ quality orders.

If you set the Field Test mode to ‘Extended’, you activate a second ‘extended test group’ field. The purpose of this group is to define a second set of tests that must be performed when the normal quality orders are failing. Under ‘Extended test settings’ it can be selected how many passed quality orders are then required for the counter to go back to the ‘Normal’ frequency again, in the example below every 3rd sample will trigger an adv. Quality order to be created for as long as the test results are passing, but when a quality order fails, the test mode goes into ‘Extended mode’ and will create a quality order every time a sample is registered in lab (using the test group setup as the ‘Extended test group’, until you have 1 passing order again, then it goes back to the normal frequency of every third sample registered in lab triggering of a quality order:

An example could be that a large sample is taken at one point and then the lab technician splits it for various analyses in different lab sections. In this case it makes sense that the sample quantity is the sum of the individual sample types.

In case the sample types and samples use different units, please be aware of rounding.

If the unit conversion rounding is set to ‘nearest’, 2 sample types of 0.7 kg (1.4 kg) could result in a sample quantity of 1 for a conversion of 1 ea. = 1 kg, as 1.4 kg would be rounded down to 1 kg. The solution is to use the rounding principle ‘up’.

NOTE : Quality association records of type 'Quality samples', that should trigger Advanced quality orders to be created when registered (manually or automatically), should be set up with item sampling that is NOT marked for any of the inventory dimensions or 'Per updated qty'.

The field ‘Frequency type’, controls when the system must act on the specified frequency defined below. If it is set to days, it creates the sample/quality order when triggered every number of ‘frequency’ days. If set to counter, it happens every ‘frequency’ time (e.g., every 10th time).

Quality group and frequencies on reference type "quality sample".

The field "item code" at the top of an Advanced Quality Association can be set to table, group or all.

If set to table it is only one specific item which triggeres the Advanced Quality Association.

If it is set to group, you can create a quality group containing a number of items.

If set to all, any item will trigger the Advanced Quality Association if the other criterias are met.

It is important to note that that the way the frequency is counted when setting the "item code" to "group" is at the time of registration. Adding or removing items to the quality group will take effect at the next registration.
If set to "quality group" it is also important to know that the frequency is counted towards the item in the quality group and not the quality group itself.
If for example two item are in a quality group and the frequency is set to 5, the counter for frequency will be separate for each item.

Learn more about frequencies in this article Frequencies

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