Report setup for quality management (form) [AX 2012]

Updated: February 4, 2014

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

Click Inventory management > Setup > Inventory and warehouse management parameters. Click the Quality management link > Report setup.

Use this form to define or view the policies for displaying document information on each type of quality management report.

The reports include the certificate of analysis for a quality order, and the nonconformance report, the nonconformance tag, and the correction report for a nonconformance. It is generally helpful to define a unique document type for each report (by using the Document type form) so that you can enter notes and comments for the unique document type and assign a policy to display information for the unique document type in the associated report.

A manufacturing company had quality guidelines about what notes should be entered and selectively printed for each type of quality management report. By using the certificate of analysis, for example, the notes were entered as documents in the Certificate of analysis form with a unique user-defined document identifier of Certificate. Each note was designated as external or internal. To support this approach, the company used the Document type form to define a unique document type for Certificate as a simple note. The company then used the Report setup form to assign the Certificate document type to the report for a certificate of analysis, with a restriction of external so that only the documents that were entered as external were displayed in the report.

A similar approach was used for the other quality management reports. For example, the company defined unique document types. These had a document identifier of Nonconform and Correction. They used these document types when entering notes as documents in the Non conformances form and the Corrections form.

The following tables provide descriptions for the controls in this form.




Enter, edit, or view the reports for quality management and the associated setup information.


Edit or view a selected report and its associated setup information.




Select or view a quality management report. The reports include:

  • Certificate of analysis

  • Non conformance report

  • Non conformance tag

  • Correction report

Document type

Select or view the document type that will be displayed in the report. It is generally helpful to predefine a unique document type for each report and assign it to the report, so that you have greater control over the notes that are displayed.


Select or view whether the notes that are displayed are restricted to documents that are identified as external or internal.

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