Incoming inspection is often where supplier issues first show up. If inspection steps and sign-offs are informal, it is easy to miss required checks, lose context, or accept material without the right documentation.

Cetec ERP supports configurable incoming inspections using workflow stages and custom forms. This lets your quality team define the steps you require and prevent an inspection from moving forward when required fields are missing.

Enable the New Incoming Inspections Module

Start by enabling the setting that turns on the updated incoming inspections workflow. Set the configuration value "Use New Incoming Inspections Module" to "1".

Create Workflow Stages for Incoming Inspection

Workflow stages represent the inspection steps your team follows, such as initial review, quality inspection, and final disposition. Define the stages first so the inspection can move through a controlled sequence.

Navigate to Admin > Maintenance > Data Maintenance > WorkflowStage and use the Object Type "IncomingInspection". Add the stages your process requires.

Build Custom Forms for Each Stage

Custom forms let you capture the inspection data you need at each stage. Forms can be general for all parts, limited to specific parts, or limited to specific prcparts, depending on how you want to control inspection requirements.

Go to Admin > Maintenance > Custom Form Builder and click Create. Use Object Type "IncomingInspection", then build the fields your team needs. If a field is required on the form, it must be filled in before the inspection can be signed off for that workflow stage.

Set Incoming Inspection Rules

Incoming Inspection Rules control when a particular inspection setup applies. Create rules based on vendors, prcparts, prcs, or leave both fields blank to define a default rule that applies broadly.

Navigate to Admin > Maintenance > Incoming Inspection Rules and create the rules your team needs. After saving a rule, locate it in the list and select "View Lines" to configure the details.

Assign Forms to Workflow Stages

In the rule lines, assign the appropriate custom form to each workflow stage. This ties your required data capture to the specific step where it should be completed.

Run the Inspection During Receiving

Once configured, incoming inspections will include the workflow stages and the custom forms you assigned. During receiving, the incoming inspection page will show the workflow section at the bottom, with the forms organized by stage.

Use the dropdown control to move an inspection to the next workflow stage. If required fields are not completed, the stage change is blocked until the missing information is entered.

Key Takeaways

• Enable the new incoming inspections workflow by setting "Use New Incoming Inspections Module" to "1".
• Define workflow stages for IncomingInspection so inspection steps are consistent and controlled.
• Use IncomingInspection custom forms to capture required inspection data at each stage.
• Create Incoming Inspection Rules to apply the right inspection requirements by vendor, prcpart, or prc.
• Required fields on a stage form prevent sign-off until the inspection record is complete.

Conclusion

Incoming inspection customizations in Cetec ERP let your quality team define the exact steps and required data for receiving inspections. By tying required fields to workflow stages, you reduce incomplete sign-offs and keep inspection records consistent across parts, vendors, and receipts.