Create quality order (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 > Periodic > Quality management > Quality orders. Click New.

Use this form to manually create a quality order for the inventory of an item and the test quantity. You can create a quality order to perform the tests in a specified test group.

You can also use this form to manually create a quality order for a specified order, such as a purchase order, sales order, or production order, and for a specified test quantity and test group. You can manually create one or more quality orders for each order.

Quality orders can be automatically generated, based on rules that are defined in the Quality associations form. For example, you might define a rule so that a quality order is generated after a purchase order product receipt is posted for an item.

Your manufacturing organization must perform a set of tests for the inventory of batch-controlled materials just before the expiration date of a batch. You manually create a quality order for the inventory quantity of the specified item and batch. The test group that is specified defines the tests that are required.

The following table provides descriptions for the controls in this form.



Reference type

Select the reference type for the quality order. The reference type determines the additional information that must be entered before a quality order can be created. The following reference types are available:

  • Inventory

  • Sales

  • Purchase

  • Production

  • Quarantine

  • Route operation – This reference type is used for production orders.

Account selection

Select the identifier of the customer or vendor, if the reference type and reference number identify a sales order or purchase order.

Reference number

Select the reference number that is related to the specified reference type, if applicable. For example, if the reference type is Purchase, select an existing purchase order number. Reference numbers do not apply to the Inventory reference type.

Reference lot

Select the reference lot number that is related to the specified reference number.

Oper. No.

Select the operation number, if the reference type is Route operation.


Select or view the operation, if the reference type is Route operation.


Select or view the operations resource, if the reference type is Route operation.

Route number

The route number for the selected operation, if the reference type is Route operation.

Quality order

The system-assigned identifier of the new quality order. If this identifier is manually assigned, enter the identifier.

Item number

Enter the item number, if the reference type is Inventory. For other reference types, the item number is based on the selected reference number and reference lot.

Product name

The item description.

Test group

Select the test group to assign to the new quality order.


Enter the test quantity for the new quality order. A default value might be displayed, but you can change this value. For example, the default value might reflect the sampling plan that is associated with the specified test group and the quantity for a selected order.

Inventory dimensions

The inventory and product dimensions. These dimensions include the product size and configuration.

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