Wheelhouse®
QuickBooks Online Integration
Custom Fields and Forms
System Administration
Troubleshooting Checklist
Document Auto Number Format
Sale Shipment Records and Tracking Information Emails
Peripherals and Equipment Requirements
Navigation and Definitions
Understanding Order Flow in Wheelhouse
Understanding People and Organizations in Wheelhouse
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Document Categories
Logging In and Getting Started
Left Menu Navigation
Advanced Search Techniques
User Administration
User Management: Adding, Editing, and Revoking Access
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Choosing a User Profile
Defining or Adjusting Teams
Understanding Wheelhouse Login Types
Reports, Import, Exports, and Document Templates
Running Reports
Creating Reports on Quotes, Sales, and Outside Reps
Exporting to Excel
Preparing Excel and Word Templates for Data Merge
Quality Mangement
Adding QCIR Templates
QC Non Conformance Reports (NCRs)
Adding Quality Control Inspection Records (QCIR) in Shop Work
Order Management
Creating customers, quotes and sales
Order Management Guide
Adding Dealer and Outside Rep Logins
Using Order Flags and the Flag First Configs Option
Closing a Sale
External Agent Access Levels
Printing and Emailing Quotes and Sales
Production Routing and Tracking
Shop Work and QR Scanning
Shop Work: Priority Flags and Fixed Position
Merge Line Items at a Certain Step (Stash & Merge Functionality)
Stopping Work Center or All Running Operations at the End of the Shift
Bin Locations
Shop Work
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Production Definitions
External Connections - API
Items and Configurators
Product Configuration in Wheelhouse
Item Overrides: Name, Pricing, and Discounts
Public Item Selector AKA Public Display Categories
Deploying A Configurator to Another Environment
Item and BOM Import Action
Wheelhouse Change Log
Table of Contents
Dino Script® Language Reference
Appendix A: Trestle®/Dino Script® Integration
A: Table of Contents
A: Commands
A: Dynamic and DynamicProxy
A: Advanced Command Arguments
A: Introduction
A: Files
A: Direct Links - URLs and Downloads
A: Running SQL Queries
A: NPOI and Excel, DocX and Word
A: Embedded Apps with MS Access Files
A: Returning JSON Data
A: Host and Target
A: Command Arguments
A: Creating/Running a Command
Adding New Functionality with Dino Script XCommand™
Introduction
Dino Script™ Table of Contents
Operators
Concepts
Syntax
Expression Types
Keywords
Variables
Blocks and Scopes
Built-In Functions
Custom Functions (defs)
Anonymous Functions
Conditional Statements
The Context Object
FAQ
Dino Cookbook
Sandbox In-Depth
Functions as Delegates
Style Guidelines
Native Types
Aliasing
Other Dino Scripts
- All Categories
- Wheelhouse®
- Quality Mangement
- QC Non Conformance Reports (NCRs)
QC Non Conformance Reports (NCRs)
Updated by Dale Mandeville
This article will guide you through the process of directly creating a Non-Conformance Report (NCR) or creating an NCR from a Quality Control Inspection Record (QCIR). It will also cover the process of creating dispositions for items on the NCR and closing the NCR.
Prerequisites
- At least 1 item is required.
- Having at least 1 Non-Conformance (NC) Category is recommended.
- At least 1 NC Disposition Type is required.
- If you intend to create a Non-Conformance Report (NCR) from a QCIR, the QCIR should be created prior to this step. To learn about creating a QCIR, see Adding Quality Control Inspection Records (QCIR) in Shop Work.
Directly Creating a Non-Conformance Report
- Navigate to QC -> Data Administration -> Non Conformance
- Click + New or the plus-circle
- Populate the form by entering data. The following fields are required or suggested:
- Name: For easier identification of the NCR (optional-suggested)
- Nc Category (optional-suggested)
- Item Id (required)
- Discrepancy Description (optional-suggested)
- Qty Non-Conforming (required)
- Click Save
- To add Dispositions, jump to Adding Dispositions to a Non-Conformance Report
Creating a Non-Conformance from a QCIR
- In Shop Work, open the Inspections popup from the ellipsis menu.
- Select the QCIR of interest by clicking on the pencil-edit icon.
- From the menu above the QCIR header, click the Non-Conformance dropdown and select the Nc Category under which this Non-Conformance should be categorized.
- In the popup window, enter the Discrepancy Description.
- If you wish to instantly disposition some or all of the items, select the square box for the disposition, then enter the quantity and serial numbers.
- Click OK to create the Non-Conformance Report (NCR)
- To view/edit the Non-Conformance Report, click the Non-Conformance dropdown and select the NCR of interest.
- If you have authorization, the NCR will open in the admin editor view.
Adding Dispositions to a Non-Conformance Report
- Navigate to QC -> Non Conformance
- Select the Non-Conformance Report (NCR) of interest by clicking on the pencil-edit icon.
- Select the Dispositions tab
- Click the plus-circle icon
- Add the Quantity and select the Nc Disposition Type (Disposition types may include scrap, rework, use as is, return to supplier, or any other dispositions that your administrator has set up.)
- Add any other information such as Disposition Team, Reason, Rework Work Order Id, or Serial Numbers
- Click OK.
- Click Save
- When all dispositions have been added, click on the pencil-edit tab and add the Date Closed.