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Manage Sampling Plan Instance#

🔒 SamplingPlan.ManageInstances

Overview#

This operation allows you to manage Sampling Plan instances.

For information on managing Sampling Plan contexts, see Create Sampling Plan.

Setup#

No special setup is required other than to meet the preconditions of the transaction.

Preconditions#

  • Sampling is properly licensed in the system.
  • Sampling Plan exists and it is Active.

Sequence Of Steps#

  1. Select an appropriate Sampling Plan, go to the Instances sub-section in the Details View panel and select the Manage button.
  2. Add as many instances as desired (use in the top right of the grid to add a new entry and to remove an existing entry), providing the following information for each item:

    • Material Type (values retrieved from the MaterialType Lookup Table)
    • Sampling Type. The possible values are:
      • Counter And Time Based
      • Counter Based
      • Time Based
    • Depending on the Sampling type selected above, specify:

      • Sampling Counter Frequency (for Counter Based, Counter And Time Based)

      Warning

      If set, must be >= 0. A value of 0 disables counter-based sampling.

    • Current Sampling Counter (for Counter Based, Counter And Time Based)

      Warning

      If set, must be >= 0 and < Sampling Counter Frequency. If Sampling Counter Frequency is 0, this field cannot hold a valid value and the system returns an error message.

    • Sampling Time Frequency (for CounterAndTimeBased, TimeBased) - a value, in hours

      Warning

      If set, must be >= 0 (0 means disabled).

    • Last Sampling Date (for Counter And Time Based, Time Based) - must not be a future date/time, or left empty.

      Note

      Last Sampling Date can only be edited if the Sampling Plan is TimeBased or CounterAndTimeBased.

  3. Optionally, enter a comment.

  4. Select Update to complete the operation.

ManageSamplingPlan

Note

You can also filter Sampling Plan Instances:

Screenshot showing a sampling plan instance filter with "Early Bird Plan" and "Update" options.