D365FFO - Flexible sampling plan (skip lot)

I was eager in the last months to test the new flexible sampling plan (or skip lot for friends). It is a function always required by customers and not easy to implement, if not using vertical solutions.

In order to use it it is required to define the flexible sampling plans in the related form (Inventory management - Setup - Quality control - Flexible sampling plans).

In the example reported above, for the specific plan the test group TG would be applied 3 times in a row for the orders (the status 10 would be reiterated 3 times) and if all the tests are passed the status 20 is reached and the quality orders would be created 1 each 10 orders. The status 20 will be kept till all the quality orders are passed.

In order to apply the specific sampling plan, it is needed to apply it using the quality associations as shown below.

Basically the flag Flexible sampling must be switched on and the Flexible sampling plan code must be defined.

From the flexible sampling plan form it is possible to monitor the status of the sampling level as reported below.

D365FFO - CAPA Management (Corrective and Preventive Action)

After a while I had the chance to test the CAPA management in D365FO. Generally speaking, CAPA cases are managed to keep track of the issues that customer / vendors and employees can raise within the products and processes company related.

In D365FO the CAPA management is available in the Inventory management Menu.

Accessing the CAPA management workspace there are several functions and a list of CAPA cases is available (as reported below).

Accessing one of the cases the following form will be opened.

The CAPA case is managed using a workflow (defined in the field CASE process), using which different actions / tasks are created and assigned to specific users. All the activities are visible accessing the button Activities / View activities.

According to the Case processes emails are sent to the respective assignees of the activities (as reported below).

It is possible to manage as well the electronic signature for the approval / reset status of the activities.

In terms of reports for the feature there is the option to see in a specific period the number of cases by category as shown below.

And a detailed printout per each specific CAPA case.