Quality and scrap

Where

Manufacturing → Quality Defects

Plan

Professional and above

Permission

Manufacturing → Quality

Feature

Modules → Manufacturing

Know what these screens are before you invest time in them

Defect Types, Quality Check Templates and Quality Checks are a logbook. They record what you inspected and what was wrong, and they feed one summary report. They do not stop production, do not touch stock and do not touch your accounts.

Scrap Records is the only screen here with real effect — and only once you press Post.

If what you need is “the stock is gone, take it off the books”, go straight to Scrap Records and skip the rest.

How to record scrap

1. Go to Manufacturing → Scrap Records and click New scrap record.
2. Pick the Location — required, and it decides which products you can choose.
3. Pick the Product. You can scan it, and the list shows the on-hand at that location.
4. Enter the Quantity.
5. Enter the Estimated cost. See the warning below — do not leave this blank.
6. Pick the Reason: Material defect, Process error, Machine failure, Quality issue, Operator error or Other.
7. Link the Work order if the scrap came off a job, set Reusable, and add a Description.
8. Click Save. The record is a Draft and has changed nothing yet.
9. Open the row menu and click Post.

Posting takes the stock off the shelf and, in most cases, writes off its cost.

Blank cost means the stock vanishes with no accounting

If Estimated cost is empty or zero, the stock is still removed — but no accounting entry is written at all, and the Posted column stays blank.

That is the easiest way in the whole product to put your stock and your books out of step. Always enter a cost.

Work-order scrap may deliberately post nothing

Scrap not tied to a work order is always written off.

Scrap on a work order depends on a setting. By default the cost stays in the job, so the good output absorbs it — normal wastage. Switch on Record scrap as write-off if you would rather see it as a separate loss.

Either behaviour is correct accounting. Just know which one your business is using.

How to undo a posted scrap record

Open the row menu and click Cancel, adding a reason.

The stock comes back and the accounting entry is reversed.

The work order’s scrap figure is not corrected

Cancelling reverses the stock and the ledger, but the scrap quantity it added to the work order stays there. That job will show scrap that no longer exists, permanently, and no screen lets you correct it.

Check a scrap record carefully before posting it against a work order.

Only a Draft can be edited or deleted. A posted record must be cancelled.

How to set up the defects you track

1. Go to Manufacturing → Defect Types and click New Defect Type.
2. Type a Name — the only required field — and optionally a Code.
3. Pick the Category: Cosmetic, Dimensional, Functional, Visual or Other.
4. Save.

Severity is not on the defect type

You cannot define a defect as “always critical”. Minor / Major / Critical is chosen each time you log a defect, not inherited from the type.

Setting a type to Inactive also does not hide it — it still appears when logging.

How to build an inspection checklist

1. Go to Manufacturing → Quality Check Templates and click New Template.
2. Type a Name and pick the Check Type: Incoming, In Process, Final or Sampling.
3. Optionally pick the Product.
4. Under Checklist Parameters, click Add Parameter for each thing to check. Set the Parameter name, the Data Type — Numeric, Text, Boolean, Pass/Fail or Drop-down — and the Target, Min and Max.
5. Save.

Min, Max and Mandatory are only printed, never checked

Nothing compares a measured value against your Min and Max. A reading far outside the range saves without comment, and the check does not fail by itself.

Mandatory draws a star next to the name and enforces nothing — you can save with every mandatory parameter blank.

The Product on a template is display only. Templates are not offered based on what you are making; the list is always every template in the business.

No operator is ever shown a checklist

The template appears in exactly one place — the Quality Check form, when somebody chooses it by hand.

A work order never presents these checks, and neither does a goods receipt. The Incoming check type has no incoming-goods flow behind it at all.

These are checklists your inspector must know to go and fill in, not prompts the system gives them.

How to record an inspection

1. Go to Manufacturing → Quality Defects. The page is headed Quality Checks.
2. Click New Quality Check.
3. Optionally pick the Work Order and the Template.
4. Set the Check Type, the Status and the Check Date.
5. Enter Checked, Passed and Failed, and pick the Inspector.
6. If you chose a template, fill in the Measured value for each parameter.
7. Under Logged Defects, click Add Defect for each fault: the Defect Type, the Severity, a Count and a Note.
8. Save.

Recording 500 failed units does nothing to those units

A quality check changes nothing anywhere. The stock is not moved, not reserved, not quarantined and not written off. The work order is not updated and nobody is notified.

To actually remove failed stock you must go and key a Scrap Record separately, re-entering the work order, product, quantity and cost by hand.

• Checked, Passed and Failed are three unrelated boxes. They need not add up and nothing warns you.
• The “Passed inspection” switch is entirely manual — it is not worked out from the status, the measurements or the defects. You can save a Failed check marked as passed.
• The number is not generated despite the hint saying it is. Leave it blank and the row shows a dash forever. Type your own.
• Wait for the template to load before saving. If you save too quickly after picking one, the measured values are dropped silently.

What quality does not do

Block a work order from completing	No. Manufacturing’s work-order code has no reference to quality at all.
Quarantine or hold the affected stock	No. Inventory has a “quality check” hold reason, but nothing in manufacturing ever uses it.
Notify anyone	No.
Create a scrap record from a failed check	No. Key it in again by hand.

The one place it all surfaces is the read-only Quality Summary and Scrap reports.

Everything here needs a connection

None of these four screens works offline. With no connection the lists error and every save fails outright — nothing is queued.

Related

• Work orders
• Conditions and reservations