Inspection documents

Inspection documents

An inspection document is a named entry in the warehouse inspection reference list. Use this page when you need to review or maintain the names available to inspection work. The list belongs to Warehouse settings alongside other warehouse reference lists.

Before you start

Prerequisites

• You are ready to work in the warehouse configuration area.
• Your subscription includes this configuration surface.
• The list and form actions available to you depend on your access.
• The list has loaded before you open an existing entry or create a new one.

The form appears for a selected entry while the new/edit dialog is open. The list headers can depend on your company's setup, so use the headers actually shown in your list.

Find an inspection document

Use the list to locate a name before reviewing or maintaining it.

Prerequisites

• You know that the entry belongs in the inspection document list.

Steps

1. Open Configuration.
2. Choose Warehouse settings.
3. Select Inspection document.
4. Review the Name column to identify the row you need.
5. If a filter control is visible for Name, use it to narrow the rows.
6. Select the control at the end of the row to open an existing entry.

Result: The inspection document list is on screen, with its Name column and available row actions ready for the next task.

Understand the list and form

The list presents the inspection document name; the record also carries system fields that are not shown for editing. The form presents Name as the page-specific field.

The list showed Name as its column. The new-entry surface is titled New Inspection document and shows Name with a required marker. The dialog also shows OK. Use the controls in each row’s action area; the area has no heading.

Use this field layout when you add, review, or remove an entry.

Add or maintain an inspection document

Use this procedure to add a name, review an existing name, or remove a row. The same page uses the row list for all three tasks.

Prerequisites

• You are on the inspection document list.
• To edit or remove an existing entry, its row is visible in the Name column.

Steps

1. Choose the action that matches your task.

   If you need to…	Select
   Start a new entry	New
   Review or change an existing entry	The control at the end of the row
   Remove an existing entry	The control at the end of the row

2. For a new or edited entry, enter the name in Name. If Name is empty, enter a value in Name before completing the dialog; the form displays Name is required.

3. For a removal, choose the action that matches your decision.

   If you need to…	Select
   Close the confirmation menu	Cancel
   Continue with removal	Delete

4. For a new or edited entry, select OK to complete the dialog.

The form checks its required fields before it sends the entry for saving. New and edited entries produce different success messages.

Result: The selected inspection document entry is open for review or maintenance, or the available delete choice has been selected.

Handle access and surface variations

The page can show different surfaces according to subscription, access, and company setup.

This form provides Name and no other page-specific field type. The shared surface can contain controls for other configuration lists, but they do not become fields for this entry.

Use the messages in the next section when an action is blocked.

When maintenance does not work

Use the message text below to choose the next action.

The forbidden-character message applies when the list filter is applied. The delete messages apply to the delete action and the number or relationships of the entries.

After resolving a message, continue with the related warehouse list that matches your next task.

Continue with related warehouse configuration

The warehouse configuration surface groups inspection documents with related reference lists. Use the page that matches the information you need to maintain next.