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If Oracle Quality is installed and at least one collection plan that is associated with the Receiving transaction exists, the Enter Quality Results Special Menu option and the Quality button are enabled and quality results can be entered.

Warning: The Special Menu option is enabled even if, based upon the transaction information entered, the collection triggers conditions for this collection plan are not met.

In fact, based upon the receiving transaction entered, quality results entry may be required. See: Mandatory Data Collection.

Background data collection occurs automatically if valid background collection plans are found when you save receiving transactions.

Cascade, Express, and Lot and Serial Functions

To save Receiving Transactions quickly and automatically with a minimal amount of data entry, you can choose the Express button to put Oracle Purchasing in Express mode. However, when you are in Express mode, Oracle Purchasing prevents you from manually entering data for those collection elements that you have defined as mandatory in Oracle Quality. For this reason, choosing the Express button disables the toolbar's Quality button, as well as the Enter Quality Results Special Menu option.

Lot and serial entry quality data collection is not enabled in this release.

Prerequisites

   Define the relevant collection plan in Oracle Quality, enable it and associate it with a Receiving Transaction.

   Enter receiving transaction line and transaction detail information but do not save your work. See: Enter Receiving Transaction.

   To enter receiving quality data for receiving transactions:

1. Before saving your work, choose Enter Quality Results from the Special Menu or choose the Quality button. The Find Collection Plans window appears.

Attention: If you attempt to save a receiving transaction and the system finds one or more mandatory collection plans, you must enter quality results before proceeding.

2. Navigate to the Enter Quality Results window. The first applicable plan will appear by default.

3. Select a collection plan.

To switch to another plan, choose one from the selections in the List of Values (LOV). You can select any collection plan that is associated with and enabled for the Receiving Transaction collection transaction.

   To find and assign specifications:

1. If the selected collection plan is associated with a supplier or customer specification type, the Find Specifications window automatically appears. If the selected collection plan is associated with an item specification type, the system searches for a specification defined for that item. If a valid item specification cannot be found, the system searches for a specification based on the item's category. The default category set you defined using the QA:Quality Category Set profile option is used to determine the item category. See: QA:Quality Category Set.

If the collection plan is not associated with a specification type, you can invoke the Find Specifications window using the Find Specs button. See: Finding Specifications During Transactional Data Collection.

The Enter Quality Results window reappears after you select a specification or cancel selection.

   To enter quality results:

1. In the Results region of the Quality Results window, enter one or more results records.

If the collection plan selected requires mandatory data collection, you must enter quality results. You cannot save the receiving transaction line until you do so. If data collection is not mandatory, you can skip quality results entry.

Attention: The Prompts entered when defining the collection elements are displayed as the column headings.

You must enter results values for mandatory collection plan elements.

2. Save your work. See: Saving Your Work.

If you save your work, the current results are cleared and the Collection Number counter is incremented. You can continue to enter results for the same collection plan and, if assigned, specification.

   To view collection plan or specification attachments while entering quality data:

• See: Viewing Attachments Associated with Quality Results.

See Also

Transactional Data Collection Fundamentals

Entering Quality Results Directly