Add a receipt inspection sheet

  1. Choose Inspection Management > Inspection Sheets in the Navigation Pane.
  2. Do one of the following:
    • Right-click Inspection Sheets or My Inspection Sheets in the Navigation Pane and choose New Inspection Sheet in the shortcut menu.
    • Click New Inspection Sheet in the toolbar.
  3. Choose Receipt Inspection from the drop-down menu Type.
  4. In the option group General, complete the fields below:
    FieldExplanation
    Name

    The name of the inspection sheet.

    For example: Check the delivery documents.
    Description

    The description of the inspection sheet.

    For example: Perform the required checks on the delivery documents.
    ID Field to be completed at your discretion, to assign an individual ID.
    Category Field to be completed at your discretion, to assign an individual category.
    Count References If checked, the inspection result of a reference can only be 'OK' if all the mandatory instructions are executed for this reference.
  5. Click Next.
  6. Select the inspection instructions that you want to add to the inspection sheet.
    Inspection instructions of the type Sampling cannot be added and are therefore not displayed. For the other inspection instructions, the information about Samples is not copied. A receipt inspection will check the receipt as a whole, and no individual items.
  7. Click Finish.
  8. Where applicable, add free fields. See Edit free fields via icon (Configurator).
  9. Where applicable, add translations. See Add translations via icon (Configurator).