Quality Management: Auto-Calculate Sampling Summary Fields via QM Parameters Record

What changed

The QM Parameters record now supports a new key: Auto-Calculate Sampling Summary Fields. When enabled, the system evaluates sample data and auto-populates the sample inspected and defect count fields on the Quality Management tablet during inspections. By default, this parameter is off (unchecked), preserving the existing manual-entry behavior.

A companion option, Disable Sampling Summary Fields, is available only when auto-calculation is turned on. Checking it locks the sampling summary fields on the Quality Management tablet so users cannot manually override computed values.

Limitations

• Auto-calculation does not apply to sampling summary fields whose data type is Boolean (True/False). Those fields must still be entered manually.

How it works

1. Navigate to Quality > Preferences > Parameters > New.
2. In the Custom Form field, select either Custom QM Dynamic QM Parameters Form or Standard QM Parameters Form.
3. In the Key field, select Auto-Calculate Sampling Summary Fields.
4. Check the Auto-Calculate Sampling Summary Fields box.
5. (Optional) Check Disable Sampling Summary Fields to make the computed fields read-only on the tablet.
6. Click Save.

What to do

• Admins / QM leads: Evaluate whether your inspection workflows currently rely on manual entry of sample-inspected and defect-count values. If those values are always derived from sample data, enable this parameter to eliminate redundant data entry and reduce errors.
• Customization owners: If you have SuiteScript user-event or client scripts that set or validate sampling summary fields on inspection records, test them with auto-calculation enabled. The system-populated values may fire before or conflict with your script logic — verify execution order and field editability, especially if you also enable the lock option.
• Integrations: Any integration (REST / SOAP / CSV import) that writes to the sample inspected or defect count fields should be tested. When auto-calculate is on and the disable (lock) box is checked, the system may reject or ignore inbound values for those fields.

Note: The source does not specify a release version for this feature. Confirm availability in your account's release notes or by checking Quality > Preferences > Parameters for the new key.