Part inspection prior to receiving a PO is a process introduced in release R2022. The process allows one to enforce inspection before receiving a PO. For organizations that render payment when parts are received to inventory, this process adds a level of payment control.
1. Inspection Flag
Inspection flag indicating the requirement of inspection for an item. It can be set in items.
- The flag will be copied to requisition and PO when an item is added there.
- When receiving a PO items requiring inspection must be inspected before being received.
2. Inspection Flag on PO
The inspection flag can be managed from PO for flexibility.
- Menu path: PO | More | Set Inspection Flag
- The PO lines of the PO can be configured.
- Click a PO line to change.
- Check/uncheck the inspection flag and save the change.
3. Inspection Result on PO
The inspection result can be managed from PO for items checked for inspection.
- Menu path: PO | More | Set Inspection Result
- The PO lines of the PO with inspection checked are displayed.
- Click a PO line to change.
- Set quantity passed inspection, and save.
4. Attach Document
Inspection document can be added to the PO.
- Menu path: PO | More | Attach Document
- Alternatively, go to "Document" Tab of PO form, and attach a document.
5. Receive Transaction
When receiving a PO the items with the inspection flag checked must have quantity passed set before being received.
Resources
- How to Receive All Items in a PO
- Part Repair Processes in Calem
- How to Track Asset Off-Site Repairs
- How to Use Price Lot in Calem
- Work Order Life-Cycle Diagrams
- Asset Tracking in Calem
- User Guide and Admin Guide (customer account required)
- Calem Enterprise Training Site
- Calem Enterprise Blogs
- Calem Enterprise demo