How to Enforce Inspection before PO Receiving

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