Test Plans for JOP Extension for Microsoft Dynamics 365 Business Central

Overview

In the JOP Extension, Test Plans are used to define and manage quality inspections associated with production processes. They ensure that product-specific properties and technical parameters are measured and documented as part of the quality assurance process.

Test plans are typically generated automatically in the context of a batch, based on test plan templates that are assigned to the relevant process order lines. This automation ensures that required inspections are consistently prepared and executed during processing.

Each test plan includes a number of test items (e.g., visual inspection, hardness), which are evaluated during or after processing. These results are recorded and used for traceability, compliance, and certification.

Key Features

  • Template-Based Generation — Test plans are derived from reusable templates linked to services, products, or materials.
  • Batch Integration — Test plans are created per batch based on the underlying process order lines, ensuring synchronization with production.
  • Tolerance Checking — The system verifies whether measured values are within predefined min/max boundaries.
  • Certification Support — Enables generation of inspection certificates for customer documentation.
  • Multi-Line Results — Supports the recording of multiple test results per property when needed.

Test plans are an essential element of the JOP quality management process and help maintain high standards across all service-oriented production activities.

Test Plan Structure

A Test Plan in the JOP Extension consists of two main components: the Header and the Test Lines. Together, these components define the scope, target context, and specific test criteria required for quality assurance.

Header

The header section contains general information about the test plan and its linkage to templates and batches:

  • No. — Unique identifier of the test plan.
  • Description — Descriptive label of the test plan (e.g., "Final Inspection - Coating Process").
  • Laboratory No. — This field can be used to enter a document number that refers to the corresponding process in the laboratory. It serves as a reference to the internal lab workflow and ensures traceability to external or internal test documentation.
  • Status — Lifecycle status of the test plan. Options include:
    • Open — The test plan is in preparation or currently being filled with measurement results.
    • Completed — All required entries are finalized. The test plan is ready to be used for generating Inspection Certificates.
  • Test Plan Template No. — Reference to the template from which this test plan was generated.
  • Test Plan Templ. Version Code — Specifies the version of the template for traceability.
  • Batch No. — If the test plan is batch-related, this links the plan to the respective production batch.

The FastTab Applies-to identifies the organizational scope for which the test plan is valid:

  • Responsibility Center — The production site or business unit to which this test applies.
  • Production Department Code — Department or section within the responsibility center.

Lines — Test Criteria

Each test line defines a measurable property or inspection point and captures limits, values, and evaluation details:

  • No. — A unique identifier for the quality test within the test plan. This number is automatically proposed based on a configured number series, ensuring consistent identification of each test entry.
  • Measuring Method Code — Code for the inspection or test method used (e.g., micrometer, Rockwell).
  • Description — Description of the test (e.g., "Hardness at tip", "Outer diameter").
  • Measured Part — The component or location on the item where the measurement is taken.
  • Next Value — The field where the actual measurement result is entered during the inspection process. This value represents the observed outcome for the specific test line and is used for evaluation against defined criteria.
  • Unit — Unit of measurement (e.g., mm, HV, °C).
  • Options — Optional value selection (e.g., Pass/Fail, OK/NOK) used for Boolean or categorical data types.
  • No. of Measurements — Displays the actual number of measurement values that have been entered for this test. This reflects how many individual measurements were recorded during quality inspection.
  • Approved — Indicates the approval status of the test result. Possible values are:
    • (blank) — No decision has been made yet.
    • Yes — The result has been reviewed and approved.
    • No — The result has been reviewed and not approved.
    • Before a Test Plan can be marked as Completed, the Approved field must be set to either Yes or No for all test lines. This ensures that all quality results have been reviewed and evaluated before the plan is finalized and used for further processing, such as generating inspection certificates.

  • MeanValue — Average of the measured values (calculated if applicable).
  • MinValue — Minimum measured value (result).
  • MaxValue — Maximum measured value (result).
  • Property Code — Reference to a technical property from the property catalog.
  • The Data Type field defines the expected format for the measurement result in each test line. This ensures that the correct input method and validation rules are applied when entering values in the Next Value field.

    The following data types are supported:

    • Decimal — Numeric values with decimal precision (e.g., 7.50, 0.003).
    • Integer — Whole numbers only (e.g., 5, 10).
    • Rational — Fractional input (e.g., 3/8).
    • Rational/Decimal — Allows entry as either a fraction or decimal.
    • Boolean — Logical value, typically true/false or yes/no.
    • Code — Predefined short alphanumeric codes (e.g., OK, NG).
    • Text — Free text entry for descriptive values.
    • Option — Selection from a predefined list of allowed options.
  • Set Min. Value — Lower limit allowed for the measured value (for tolerance checks).
  • Set Max. Value — Upper limit allowed for the measured value (for tolerance checks).
  • Decimal Places — Display and rounding setting for decimal values (e.g., 1:3 for min 1, max 3 decimal places).
  • Do not print — If selected, this line will be excluded from printouts (e.g., test reports or certificates).

Actions in the Test Plan Page

  • Complete Test Plan — Marks the test plan as completed, changing its Status to Completed.

    This step is required before the test plan can be used for generating official documents such as Inspection Certificates.

    Note: Before completion, all lines must have a value selected in the Approved field (either Yes or No).
  • Comments — Opens a comment window where additional information, remarks, or context for the test plan can be documented. This is helpful for audit trails, internal communication, or other notes.