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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, navigate to the Instances section 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 (0 means disabled).

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

      Warning

      If set, must be >= 0 and < Sampling Counter Frequency.

    • 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)

  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.