View quality check details
When you open a quality control check, a details view shows general information about the check and its associated lot. In the Quality Control App, this appears in a collapsible details panel alongside the check questions. In Business Central, the same information is available in the Details FactBox on the Quality Control Check card.
View check details in the Quality Control App
Select a quality control check from the list. The check opens showing the details panel and the check questions.
The details panel includes the plan name and item description at the top, followed by two collapsible sections.
The General section shows the following information:
| Field | Description |
|---|---|
| Document Type & No. | Specifies the document type and document number associated with the check. |
| Source No. & Description | Specifies the source number and name — for example, a vendor or customer. Hidden when no source is assigned. |
| Item No. | Specifies the item number. Hidden when no item is assigned. |
| Location Code | Specifies the location associated with the check. |
| Assigned To Team | Specifies the quality control team assigned to the check. |
| Assigned To User | Specifies the user assigned to the check. Quality control managers can change this field on unposted checks to reassign the check to a different team member. |
| Status Mgmt. Description | Specifies the current status management status of the check. Read-only. Shown only when the Aptean Status Management extension is active and a certified status flow is configured for the quality control check, and hidden when the check has no status description. |
The Lot Information section is shown when the check is associated with one or more lots. It lists each assigned lot with its lot number and expiration date. When the Aptean Inspection Status extension is installed and the lot has an inspection status assigned, the Inspection Status field is also shown for that lot. If the Aptean Advanced Attributes extension is installed, lot attributes are also shown for each lot.
When the check is posted and has related quality control actions, an Actions section is also shown, listing each action with its number, plan, and status. Select View on an action to open it.
For example, quality control managers can change the Assigned To User field directly in the details panel to reassign an unposted check without leaving the Quality Control App.
View check details in Business Central
Select a quality control check from the Quality Control Checks list to open the Quality Control Check card. The Details FactBox on the right side of the card shows the following groups:
- Item Information — Shows the item number and description. Select the item number to open the item card.
- Source Information — Shows the source number and name. Select the source number to open the customer, vendor, or work center card.
- Lot Information — Shows the lot number assigned to the check. Select the lot number to view item tracking details or the lot card.
- Failure QC Information — Shows the failure plan, failure team, and original failed check number when the check was created as a follow-up to a failed check.
- Posted Document — Shows the posted document type and number when the source document has been posted. Select the document number to navigate to it.
When the Aptean Advanced Attributes extension is installed, the Lot Attributes FactBox lists the attribute names and values for the assigned lot.
The Targets FactBox shows the target values — upper limit, upper warning, target, lower warning, and lower limit — for the currently selected line in the Lines FastTab. The values are hidden when the target blind option is set on the quality control plan line. Select a different line to update the FactBox.
The Answers per Sample FactBox shows the minimum, maximum, and average answer values across all samples for the currently selected line. It is populated only for per-sample questions with an integer or decimal answer type.
The Related QC Checks FactBox shows how many open and posted checks exist for the same originating order. For more information, see View quality control checks for an order.
The Scoring FactBox lists the score codes from the quality control plan, showing the check result, lot attribute name, and inspection status for each score.
For general checks where the Lines FastTab has not yet been populated, select the Calculate Lines action on the action bar. This populates the lines from the selected quality control plan. Once lines are calculated, the Quality Control Plan field should not be changed — for more information, see Create ad-hoc checks.
For example, to navigate to the vendor associated with a purchase order check, select the source number in the Source Information group of the Details FactBox.