Walkthrough Skiplogic functionality

This walkthrough uses the setup provided by the RapidStart package that is part of the NAV Food 2018 CU 4 release. It is also possible to use any demo-database from a release package starting with NAV Food 2018 CU4 or higher, as it will already contain this demo-data.

Start with selecting an item with a Item Quality Test linked to it. In our example we will use P1300 with a test TEMP, with numerical values:

  • High-High: 12
  • High: 8
  • Target: 5
  • Low: 2
  • Low-Low: 1

This will allow a QC-test to pass for any value between 8 and 2. Any value between 12 and 8 or 2 and 1 will receive a postpone status, waiting for a QC-administrator to decide. Any value higher than 12 or lower than 1 will automatically fail the test. To set up Vendor-specific skip-logic on receipt, execute the following steps:

  1. Start the Item Quality Skip Logic Template page.
  2. Create a new line for item P1300.
  3. Select Vendor AFT and select Value Class a and Activity Class A. Note that the Skip Logic Setup sub-page is filled with the appropriate data from the template.
  4. Create a Purchase order with at least 13 lines for Item P1300 (make sure you create different lot numbers for each line) and for each line consecutively:
  5. Post Receipt and complete the Quality Control Activity with a value of 5 (this lead to an automatic pass)
  6. After each completion, go to the Item Skip Logic Template Factbox and check the changes in the values:
  7. After the 3rd completion, the value current Frequency changes to 2, while the value for Current Level stays at 1 and the value for Current Accepted Events is now 3
  8. After the 5th completion, the value Current Frequency changes to 3, while the Current Level stays at 1 and the Current Accepted Events is now 5.
  9. After the 7th completion, the Current Level changes to 2, the Current Frequency value changes back to 1.
  10. After the 10th completion, no Quality Control activity is created, but a completed Quality Control Activity is generated immediately with the status Skipped.
  11. The factbox also reflects this fact by setting the Skipped Events counter to 1
  12. Because the skip-logic setup is created for Vendor AFT only, create a receipt for P1300 for a different Vendor will create a Quality Control Activity, but it will not impact the Skip Logic counters.
  13. Receive P1300 from Vendor AFT and fail the QC-test. Check the impact on the Skip-Logic values. The value for Test Status is now Fail. Only after a new QC-activity is passed, will the values in the factbox be reset to 0.

It is possible to use multiple skip-logic setup for the same item/variant combination, providing the source-control is different. That means that you can set up multiple lines for the same item provided you separate per Vendor (or use a value empty for Vendor no. on one line and a specific value on the next line. In that case all Vendors except for the separately mentioned will be treated the same. It is also possible to use source Vendor and source Item to separate skip logic for the same item, depending on whether it is purchased or produced.