Inspection Module

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16.13.1 Overview

pc/MRP's Inspection Module allows users to:

         Create global inspection requirements applying to all inspection records by selecting the Settings option.

         Use pc/MRP's Inventory module to create inspection requirements for specific part numbers and assemblies by editing the part number and clicking on the Inspection Criteria button. You can specify when an inspection record will be created and displayed (received, manufactured, invoiced, or shipped) and what criteria will be used to inspect it.

         Manually enter a new inspection record by selecting the New Inspection Record option. Normally you would not use this function, as the inventory module will allow you to automatically enter a new inspection record when you receive, manufacture, invoice, and or ship a specific part or assembly as specified in the above paragraph.

         View, edit, and print inspection records (regardless of status) by selecting the View/Edit Inspection Records option.

         View, edit, and print open inspection records (inspection records whose status was left at Not Inspected) by selecting the Perform Inspections option.

         Print and or display inspection reports by selecting the Reports option.

16.13.2 Defining Inspection Global Settings and Criteria

Inspection criteria and settings can be defined globally and for each individual part. By selecting Optional, Inspection, and Settings users can access the inspection settings. The Inspection Module Settings window is listed below. This window allows users to input a standard inspection message (Inspection Window Message...), create standard inspection criteria through the Criteria Templates, allow Exemptions, and define when inspections can be performed.

Inspection Settings

 

16.13.2.1 Inspection Window Message...

As each part is inspected, the Inspection Form screen will be used to allow them to perform the inspection. Part of the Inspection Form screen is a section for default instructions applicable for every inspection. The Inspection Window Message... allows users to define this default list of instructions.

Inspection Message

16.13.2.2 Criteria Templates...

 

Inspection Criteria can be entered per inventory part or defined within the Inspection Settings using the Criteria Templates

 

Inspection Message

The Criteria Templates screen allows users to create, edit, and remove inspection criteria from the templates. To enter a new template, select the New button. To remove an existing entry select Remove. To edit an existing entry select the desired template from the top Template: window then edit as needed in the bottom Selected template criteria window. To undo and edits created while the Inspection Criteria Templates window is open select either the specific criteria and Revert Item or Revert All. To set a specific criteria as the default criteria, select the Set as Default Criteria check box. When finished with any Criteria Template modification(s) select Finished.

16.13.2.3 Exemptions:

Users can allow Exemptions to be entered as a valid part status by selecting the Allow Exemptions check box. Furthermore, the Allow Exemptions can be further protected by checking the Administrator Only. With this check box selected, only users with D rights in the Password Module will be allowed to mark the inspection as exempt.

16.13.2.4 Show Inspection Requirements

There are two methods that will allow users to perform an inspection. Users can either select Perform Inspections from the Inspection module menu select one of the Show Inspection Requirements check boxes. When one or more of the Show Inspection Requirements check boxes are checked, when those actions are performed, the user will be allowed to perform an inspection. By example, in the Inspection Module Settings picture, having When Receiving from vendor and When Invoicing a customer checked, for inventory items that are set to have inspections performed during those actions, the inspection screen will pop up to perform the inspection while actually receiving and/or invoicing.

16.13.3 Defining Inspection Settings per Inventory Item.

Once the Inspection module has been activated a new button, the Inspection Criteria... button, will be present on each inventory entry screen. This button will open the Part Inspection Criteria screen. This screen allows users to enter Inspection Criteria and Create Inspection Requirements.

Part Inspection Criteria


16.13.3.1 Defining Inspection Criteria per Inventory Item.

Inspection Criteria can be entered using three different methods. The first method is via a criteria template, where users can select from the Default or Template list (both created within the Inspection Module settings). The second method allows users to create a Custom requirement. This is created here within the Part Inspection Criteria screen. Finally, users can also link an External File to pc/MRP containing the inspection criteria. (File types like DOC, XLS, and PDF...) The Templates element of the Part Inspection Criteria screen lists all of the available criteria templates. The Selected Template Criteria element of the Part Inspection Criteria screen contains the actual full list of inspection criteria for that specific template.

Inspection Criteria Set-up

         Default and Template Setup - instruction on how to set up the default template and template criteria is discussed above in section 16.13.2 Defining Inspection Global Settings and Criteria. To select the Default template or from the Template list simply select the desired radio button and template from the template list.

         External File - to utilize an external file, simply select the External File radio button. This will add a Find File button on the bottom left of the Part Inspection Criteria screen. Press the Find File button and select to open the desired file.

         Custom - to define custom criteria press the Custom radio button. This will allow users to enter custom criteria into the Selected Template Criteria element of the Part Inspection Criteria screen. To use a template or the default setting as a true template and then alter the template to be more specific for this part simply select the Default or Template radio button then press the Custom radio button. This will automatically import the inspection criteria into the Selected Template Criteria element of the Part Inspection Criteria screen. Users can then edit the inspection criteria as needed.

 

16.13.3.2 Creating Inspection Requirements per Inventory Item.

Inspection requirements can be created per inventory part manually or at up to four different stages of use: when receiving parts from a vendor, when returning from manufacturing, when invoicing, and when shipping to a customer.

To create an inspection requirement at one of these stages for a specific part, while within the Part Inspection Criteria screen for that part, select the applicable Create Inspection Requirement check box. When that action is performed, an inspection requirement will be made.  To manually create a requirement select Optional, Inspections, and, New Inspection Record. The following screen will be created.

Create an Inspection Record

The Create an Inspection Record screen allows users to select a file type, enter a representative document and item number, search for the part, search for a vendor, and, enter a quantity. This will create an inspection requirement to be inspected at a later date. To enter another requirement select Save & Another.

16.13.4 Performing an Inspection

There are two ways to perform inspections. Users can select Perform Inspections from the Inspection module menu or perform the inspection based on the action performed through the Show Inspection Requirement When... discussed above in the Inspection Settings 16.13.2.4.

If users select Perform Inspections from the Inspection module menu the following screen will be created. This screen allows users to select the desired grouping of inspections to perform.

Perform Inspections

By pressing List, a list of all currently pending inspections will be created.

 

Inspections Required

 

Users can then choose to Inspect the items or print the inspection requirements. If users choose to print inspection requirements, the following screen will be created. This screen allows users to print all pending Inspections by using the Requirement List radio button or individual Inspection Requirements using that radio button. User can further specify individual selected requirements or all requirements.

 

Print Inspections Requirements

If users select Inspect... the Inspection Form will be created. This is where the actual inspection takes place.

 

The part number, record type, document number description, and vendor information will automatically be populated. To view the inspection criteria for this individual part select Inspection Criteria... Enter the date, inspector, and status of this record, and quantities that were accepted and/or rejected. Furthermore, users can enter Discrepancies and Corrective Actions by selecting the applicable tab and typing in the provided comments area. When the inspection is complete, press OK.

16.13.5 Inspection Reports

There are two inspection reports that can be run, All Inspections and Inventory Inspection List. Both report types can be sent to a variety of different display types and users can create custom Inspection reports.

         All Inspections allow users to select from three different tabs to further parse the data. Under the Include tab several different records types, status, and text comments can be chosen. The Limit tab allows users to select a specific part, vendor, inspector, or record number. The Date Range allows users to select a specific date range for when either the inspection requirement was created or when the inspection was performed.

         Inventory Inspection List allows users to print a report that will list all parts with inspection requirements. The tabs can also be used in this report to further specify specific groupings of parts.

 

Inspection Reports

16.13.6 Indexing

This will re-index the Inspection Module database files. This may be required from time to time for optimal performance.

16.13.7 Remove Marked Records (Version 7.83C and above)

Inspection records can be deleted and edited similar to any other table with in pc/MRP. To delete a record, open select to edit that entry, and press the Delete button. To remove the marked record select Remove Marked Records from the Inspection Menu. To purge out dated records, select Remove over X Years.

16.13.8 Inspection Module Functions

Whenever you receive, invoice, or issue parts to manufacturing, pc/MRP will check if the inspection has been activated. (minspct_on = .T.) If so, it will then call a procedure Inspadd record in the inspect.prg file. This program will check if the part requires an inspection by calling the function Inspreq function in the inspect.prg file.