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[IMP] Quality: QCing an inventory operation
closes odoo/documentation#16814 Signed-off-by: Felicia Kuan (feku) <feku@odoo.com>
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@@ -21,26 +21,42 @@ manually create a single quality check. Creating a check manually is useful when
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to schedule a quality check that will only occur once, or register a quality check that they conduct
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unprompted.
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.. _quality/quality_checks/manual:
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Manual quality check
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====================
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To manually create a single quality check, navigate to :menuselection:`Quality --> Quality Control
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--> Quality Checks`, and click :guilabel:`New`. On the quality check form, begin by selecting an
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option from the :guilabel:`Control per` drop-down menu:
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--> Quality Checks`, and click :guilabel:`New`.
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- :guilabel:`Operation` requests a check for an entire operation (ex. delivery order) and all
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On the quality check form, begin by specifying a :guilabel:`Title` for the quality check. This
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should be a brief description of what the quality check entails.
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Select an option from the :guilabel:`Control per` drop-down menu:
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- :guilabel:`Operation` requests a check for an entire operation (such as a delivery order) and all
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products within it.
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- :guilabel:`Product` requests a check for every unit of a product that is part of an operation (ex.
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every unit of a product within a delivery order).
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- :guilabel:`Product` requests a check for every unit of a product that is part of an operation
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(e.g., every unit of a product within a delivery order).
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- :guilabel:`Quantity` requests a check for every quantity of a product that is part of an operation
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(ex. one check for five units of a product within a delivery order). Selecting
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:guilabel:`Quantity` also causes a :guilabel:`Lot/Serial` drop-down field to appear, from which
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can be selected a specific lot or serial number that the quality check should be conducted for.
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(e.g., one check for five units of a product within a delivery order).
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When :guilabel:`Product` or :guilabel:`Quantity` are selected, it is possible to select a
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:guilabel:`Product` in inventory. If that product is tracked by lot or serial number, the
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:guilabel:`Lot/Serial` field appears, where the lot or serial number to be quality checked must be
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specified.
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Next, select an inventory operation from the :guilabel:`Picking` drop-down menu or a manufacturing
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order from the :guilabel:`Production Order` drop-down menu. This is necessary because Odoo needs to
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know for which operation the quality check is being conducted.
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.. note::
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It is also possible to create a quality check directly from an *Inventory* operation. To do so,
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navigate to :menuselection:`Inventory app --> Operations` and select an operation type from the
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:guilabel:`Transfers` menu. Open an operation from the list, then click the :icon:`fa-cog`
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:guilabel:`(cog)` icon and select :guilabel:`Quality Check`. The :guilabel:`Control per`,
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:guilabel:`Product`, and :guilabel:`Picking` fields are automatically filled.
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If the quality check should be assigned to a specific |QCP|, select it from the :guilabel:`Control
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Point` drop-down menu. This is useful if the quality check is being created manually, but should
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still be recognized as belonging to a specific |QCP|.
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@@ -63,7 +79,7 @@ In the :guilabel:`Team` field, select the quality team that is responsible for t
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the :guilabel:`Company` field, select the company that owns the product being inspected.
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On the :guilabel:`Notes` tab at the bottom of the form, enter any relevant instructions in the
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:guilabel:`Instructions` text entry box (ex. 'Attach a picture of the product'). In the
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:guilabel:`Instructions` text entry box (e.g., `Attach a picture of the product`). In the
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:guilabel:`Notes` text entry box, enter any relevant information about the quality check (who
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created it, why it was created, etc.).
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@@ -71,7 +87,6 @@ Finally, if the check is being processed immediately, click the :guilabel:`Pass`
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left of the screen if the check passes, or the :guilabel:`Fail` button if the check fails.
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.. image:: quality_checks/quality-check-form.png
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:align: center
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:alt: A quality check form filled out for a Pass - Fail check.
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Process quality check
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@@ -105,21 +120,21 @@ Quality check on order
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To process a quality check on an order, select a manufacturing or inventory order (receipt,
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delivery, return, etc.), for which a check is required. Manufacturing orders can be selected by
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navigating to :menuselection:`Manufacturing --> Operations --> Manufacturing Orders`, and clicking
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on an order. Inventory orders can be selected by navigating to :menuselection:`Inventory`, clicking
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the :guilabel:`# To Process` button on an operation card, and selecting an order.
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on an order. Inventory orders can be selected by navigating to the :menuselection:`Inventory` app,
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clicking the :guilabel:`# To` button on an operation card (e.g., :guilabel:`5 to Deliver`), and
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selecting an order.
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On the selected inventory or manufacturing order, a purple :guilabel:`Quality Checks` button appears
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at the top of the order. Click the button to open the :guilabel:`Quality Check` pop-up window, which
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shows all of the quality checks required for that order.
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at the top of the order. Click the button to open the quality check pop-up window, which shows all
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of the quality checks required for that order.
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Follow the instructions that appear on the :guilabel:`Quality Check` pop-up window. If a Pass - Fail
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check is being processed, complete the check by clicking :guilabel:`Pass` or :guilabel:`Fail` at the
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bottom of the pop-up window. For all other quality check types, a :guilabel:`Validate` button
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appears instead. Click it to complete the check.
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Follow the instructions that appear on the quality check pop-up window. If a Pass - Fail check is
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being processed, complete the check by clicking :guilabel:`Pass` or :guilabel:`Fail` at the bottom
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of the pop-up window. For all other quality check types, a :guilabel:`Validate` button appears
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instead. Click it to complete the check.
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.. image:: quality_checks/quality-check-pop-up.png
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:align: center
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:alt: The "Quality Check" pop-up window on a manufacturing order.
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:alt: The quality check pop-up window on a manufacturing order.
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Quality check on work order
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---------------------------
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