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Preventing Batch-wise Quality Order Creation in warehouse management D365 FO

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Dear Team,

We are encountering an issue with quality order generation in D365 Finance and Operations. Our requirement is to create a single quality order for multiple quantities, even when the items are received with both batch and serial tracking. However, the system is currently generating quality orders batch-wise, which is not as per our expectations.

Current Setup & Issue:

  1. We receive items with batch and serial numbers.
  2. For a purchase order with 10 quantities, each quantity has a separate batch number.
  3. ---------------------------------------------------------------------------------------------------------------------------
  4. Expectation: One quality order for all 10 quantities, independent of batch numbers.
  5. Action Taken: We disabled the Batch/Serial toggle in the sampling setup to prevent batch-wise quality order creation.
  6. Issue: Even after disabling, the system is still forcing batch number entry when generating a quality order, leading to batch-wise splitting.
  7. We know that selected batch have separate 1-QTY that's why we facing error.

Request for Guidance:

  • How can we configure the system to create one quality order for all received (must batch/serial)quantities, ignoring batch-wise splitting?
  • Is there any setting or customization required to override batch enforcement?
  • Has anyone faced a similar issue, and if so, what was the resolution?
  • Shubham-007 Profile Picture
    Shubham-007 95 on at
    Preventing Batch-wise Quality Order Creation in warehouse management D365 FO

    Hi Team,

    I’d like to clarify our client’s business process and the configurations I have implemented.

    The client has 4,000+ locations, making it necessary to use Warehouse Management and Quality Management. They do not want to maintain an INDOCK area in the system. Instead, their incoming location is "GoodIN," which is situated within the warehouse. Since there is no separate area for quality inspections, quality checks will be performed at the GoodIN location. Based on the quality results, the system should automatically trigger a work order to move the entire quantity to the respective areas:

    • Pass → Putaway area
    • Fail → Restricted area
    The client does not want to track work orders at the receiving stage, so we are managing this through a work policy. They also require quality orders to be generated only after product receipt posting, which prevents us from using License Plate in Sampling or Quality Order generation after registration.
     
     
    Most orders are received in batches, and the client does not want to check each batch manually. However, the system does not provide an option to generate a quality order without batch tracking.
     
    Another issue is that the system only processes the sampled quantity, leaving the remaining quantity in the original location. The client requires an automation process where the entire quantity moves based on work orders rather than just the sampled portion. To address this, we plan to use 100% sampling (Percentage = 100%) and manage the process based on test results.
     
    There are some system limitations that impact this process. Full blocking is not supported in Advanced Warehouse Management (ADW). The location button must be enabled; otherwise, the system does not assign a pick location in the work order. Additionally, the client does not want to generate quality orders based on batch or serial numbers.(If generate but not validate and throw error, refer the error on top)
     
    Full blocking : Not supported in ADW
    Location: I must unable location button because if i disable, Pick will take blank in workorder type
    Batch/serial number: I don't want to generate quality order by batch and serial wise.
     

    This scenario seems standard across organizations, yet Quality Management in D365 F&O has significant gaps. Full blocking is not supported, and quality orders cannot be generated without batch/serial tracking. These limitations make the Quality Management module less effective in meeting practical business needs.

    Would appreciate your thoughts on possible workarounds.

  • Suggested answer
    Sagar Suman Profile Picture
    Sagar Suman 5,974 on at
    Preventing Batch-wise Quality Order Creation in warehouse management D365 FO
    Hi,
     
    Please try as shown below. Make sure you are not using advance warehouse management process to perform registration.
     
    1 - Quality association where I have disabled advance warehouse processes 
     
     
    2 - Created a purchase order for one item for 2 pcs 
     
     
    3 - Performed registration using registration from in the purchase orders page in rich client. (No mobile device) You can see 2 pcs registered on same license plate with different batch numbers.
     
     
    4- One quality order created for 2 pcs which have different batch numbers. 
     
     
    5 - Inventory dimensions on quality order 
     
     
    6 - I processed the quality order and marked it as failed. 
     
     
    7 - Inventory blocking 
     
     
    So, to conclude try running it without advance warehouse processes. (Make sure to disable it from association and warehouse master)
     
    Cheers ;)  
  • Sagar Suman Profile Picture
    Sagar Suman 5,974 on at
    Preventing Batch-wise Quality Order Creation in warehouse management D365 FO
    Hi,
     
    How are you receiving all the 10 batch numbers? Using mobile device or using rich client. Also share your quality association setup screenshot 
  • lvdtang Profile Picture
    lvdtang 2,120 Super User 2025 Season 1 on at
    Preventing Batch-wise Quality Order Creation in warehouse management D365 FO
    Good day,
     
    Are you receiving different batch numbers for one order or one batch number?
     
    Best regards,
    Laurens van der Tang
  • Suggested answer
    sagar_patil Profile Picture
    sagar_patil 655 Super User 2025 Season 1 on at
    Preventing Batch-wise Quality Order Creation in warehouse management D365 FO

    Hi,

    I assume that your item is batch- and serial-number-controlled, and each quantity you receive must have a unique batch and serial number. Additionally, you have a 100% sampling scope.

    In this scenario, the system is likely to create 10 quality item sampling work and generate 10 quality orders based on the batch and serial numbers.

    I don’t believe it is possible to create a single quality order for 10 different batch and serial number combination. Each time, you would need to specify the batch and serial number to validate the quality order.

    This is my understanding—let’s wait for other SMEs to confirm and validate it.

  • Shubham-007 Profile Picture
    Shubham-007 95 on at
    Preventing Batch-wise Quality Order Creation in warehouse management D365 FO
    Sampling scope is "Order" type
  • lvdtang Profile Picture
    lvdtang 2,120 Super User 2025 Season 1 on at
    Preventing Batch-wise Quality Order Creation in warehouse management D365 FO
    Good day,
     
    What is the setting of the sampling scope?
     
     
    Best regards,
    Laurens van der Tang
  • Shubham-007 Profile Picture
    Shubham-007 95 on at
    Preventing Batch-wise Quality Order Creation in warehouse management D365 FO
    Dear lvdtang,
     
    I tried all combination of dimensions but still not solve our purpose.
  • Suggested answer
    lvdtang Profile Picture
    lvdtang 2,120 Super User 2025 Season 1 on at
    Preventing Batch-wise Quality Order Creation in warehouse management D365 FO
    Good day,
     
    Thanks again for your anwer.  Could you switch off 'Location' and 'License plate'?
     
     
    Best regards,
    Laurens van der Tang
  • Shubham-007 Profile Picture
    Shubham-007 95 on at
    Preventing Batch-wise Quality Order Creation in warehouse management D365 FO
    Hi lvdtang,
     

    I am unable to proceed without enabling the "Per Updated Quantity" parameter, as it is required to ensure quality checks for each item received during partial receipt within the purchase order.

    I also tested the process without this parameter, but in that case, the system does not fetch the pick location in the quality transfer order-work order.

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