Quality control scores

Quality control scores let you automatically classify a quality check result — for example, assigning a grade of A, B, or F based on how the answers compare against defined thresholds. Scoring is configured in two layers:

1. Score codes — defined once globally on the QC Score Codes page. Each code represents one possible outcome (for example, Pass, Fail, Conditional).
2. Plan scores and criteria — configured per plan on the Quality Control Scores page. This is where you assign which score codes apply to a plan and define the criteria that determine which score is assigned.

Define score codes

To open the list, select the Search icon , enter QC Score Codes, and choose the related link. Select a record to open the QC Score Code card.

General FastTab

Field	Description
Code	Specifies a unique identifier for the score code.
Description	Specifies a description of the score code.
Color	Specifies the color used to display this score in Business Central and in the Quality Control App. When blank, the score displays in light blue in the app. Options: Red Orange Yellow Light Green Green Blue Gray Black Teal Lime Purple Magenta
Score Icon	Specifies the icon image displayed on quality check pages.
Blocked	Prevents this score code from being selected in new plans. Does not affect plans already using it.

Defaults FastTab

Field	Description
Default Check Result	Specifies the check result automatically applied when this score code is selected on a plan. Options: Pass Fail Can be overridden per plan.
Default Inspection Status	Specifies the inspection status automatically applied when this score code is selected on a plan. Can be overridden per plan.

Create Default Score Codes

Select Create Default Score Codes on the action bar to create four pre-configured score codes:

Code	Color
Pass	Green
Fail	Red
Conditional	Orange
Pending	Blue

The system may prompt you to temporarily enable HTTP requests so the score code icons can be downloaded.

FactBox

The Plans Using This Score count shows how many plans reference this score code. Select the count or use Show Plans Using This Score on the action bar to view those plans.

A score code cannot be deleted while any plan references it. Use Blocked to prevent the code from appearing in new plans.

Configure scoring on a plan

Scores are configured per plan. On the Quality Control Plan page, select Related > Scoring to open the Quality Control Scores page.

Scores can only be edited when the plan's Status is New or Inactive, and the plan must have at least one line.

Field	Description
Sequence	Specifies the evaluation order. Auto-increments by 10. Scores are evaluated from the lowest sequence to the highest.
Score Code	Specifies the score code for this row. Each score code can appear only once per plan. Selecting a score code auto-populates Check Result and Inspection Status from the score code's defaults if they are set.
Check Result	Specifies the check result assigned when this score is applied. Options: Pass Fail
Lot Attribute Name	Optional. Specifies the lot attribute updated when this score is applied to a posted check with a lot number.
Lot Attribute Value	Optional. Specifies the value written to the lot attribute when this score is applied.
Inspection Status	Optional. Specifies the inspection status applied to the linked lot when this score is applied.

Deleting a score line also deletes all criteria defined for that score.

Score Criteria

Select Related > Criteria on the Quality Control Scores page to open the Score Criteria page for the selected score.

Field	Description
Criteria Type	Specifies whether the criterion evaluates a single question or all questions in a category. Options: Question Category The lookup for Criteria is filtered to only show questions (or categories) from the current plan. Only Integer, Decimal, and Option questions are eligible — Text, DateTime, Photo, and Lot Attribute questions cannot be used.
Criteria	Specifies the question code or category code to evaluate. Changing Criteria Type clears this field.
Description	Read-only. Auto-populated with the question or category description when Criteria is selected.
Calculation	Specifies how the answer values are aggregated before comparing against Value. See table below.
Equality	Specifies the comparison operator. Options: <= >=
Value	Specifies the threshold. The calculated result is compared against this value using the Equality operator. For FAIL RATE, must be between 0 and 100.

Calculations

Calculation	Applies to	Result
FAIL RATE	Any question type	Percentage of answered lines for the question or category that have a Fail result.
SUM	Integer, Decimal	Sum of all numeric answers.
AVG	Integer, Decimal	Weighted average: Σ(answer × sample size) ÷ Σ(sample sizes).
MIN	Integer, Decimal	Lowest numeric answer across all lines.
MAX	Integer, Decimal	Highest numeric answer across all lines.
PERCENT SAMPLE	Integer, Decimal	(Sum of answers ÷ Sum of sample sizes) × 100.

FAIL RATE is the only calculation available for Option questions. SUM, AVG, MIN, MAX, and PERCENT SAMPLE require numeric answers and cannot be used with Option questions.

When Criteria Type is Category, Integer and Decimal questions in the category contribute to all calculations. Option questions in the category contribute only to FAIL RATE — they are skipped by SUM, AVG, MIN, MAX, and PERCENT SAMPLE.

How scoring is evaluated

When a quality check is scored, the system evaluates the scores in sequence order, starting from sequence 10. For each score, it checks whether all criteria pass. The first score where every criterion is satisfied is assigned to the check.

If a score has no criteria defined, it is immediately assigned without checking further scores. This makes a criteria-free score a catch-all default — typically placed last in the sequence.

If no score in the plan satisfies all its criteria, the check receives a score of N/A.

Lot attribute grading

For example, the following scoring configuration grades a check against the Condition lot attribute.

Sequence	Score code	Check result	Lot attribute name	Lot attribute value	Inspection status
10	A	Pass	Condition	A – Excellent	RELEASED
20	B	Pass	Condition	B – Good	RELEASED
30	C	Pass	Condition	C – OK	RELEASED
40	D	Pass	Condition	D – Bad	CAUTION
50	F	Fail	Condition	F – Unsellable	QC BLOCKED

Criteria for score A

Criteria Type	Criteria	Calculation	Equality	Value
Category	DEFECT	FAIL RATE	<=	5
Question	TEMP	AVG	>=	30
Question	TEMP	AVG	<=	40

All three criteria must pass for score A to be assigned:

• With 20 questions in the DEFECT category, a fail rate of 5% means no more than 1 failure is allowed. 2 failures = 10% → criterion fails.
• The average of all TEMP answers must fall between 30 and 40. Two criteria lines are needed to express both bounds.

If any criterion fails, the system moves to score B and evaluates its criteria. It continues down the sequence until a match is found.