¶ Introduction
Specific setups are completed and maintained by business in the LIMS module in the D365FO environment. These setups are based on the specific and unique requirements of the business and is utilized by the various processes and reports available in the LIMS module.
The specific setups are typically completed by senior staff members with special access. These senior users will also be responsible for updating setup as needed on behalf of the laboratory.
¶ Navigation
¶ LIMS parameters
¶ Step 1: General parameters
- Go to: Lab information management>LIMS parameters
- Open the General tab
- Expand the Free text invoice template Fast tab
- Select a Main account from the dropdown list to be utilized by default on LIMS related free text invoices
- Expand the Analysis journal Fast tab
- Select the Default analysis journal name from the dropdown list
- Select the Journal name from the drop down list
- Select the appropriate Offset account from the dropdown list
- Move the Open the analysis journal in summary view slider to Yes or No, depending on the client preference
- Expand the Analysis template section
- Select the Default template to use for creating and ad hoc analysis journal if required, from the dropdown list
- Expand the Bar codes Fast tab
- Select the appropriate Barcode setup from the dropdown list if required
- Expand the Azure Fast tab
- Select the appropriate Azure storage container for test reports from the dropdown list if required
Although not LIMS specific, also ensure that a Fiscal calendar for the current date has been created in the Ledger Setup in the General Ledger Module. If a fiscal calendar does not exist for the current period, it will not be possible to create Samples as the inventory journal, selected in the parameters, requires this for posting purposes.
¶ Step 2: Number sequences
- Go to: Lab information management>LIMS parameters>Number sequences
- Select the appropriate Number sequence codes for the various numbers for LIMS where required, including:
- Version
- Equation version
- Test sequence ID
- Sequence
- Analysis journal
- Order number
- Analysis request number
- Sample ID
¶ LIMS Mining specific setups
¶ Step 3: Analysis journal name
- Go to: Laboratory information management>Setup>Journals and templates>Analysis journal name
- Click on the New button in the Action pane
- Enter a Journal name
- Enter a longer journal Description
- Select the Journal type
- Tick to indicate if the analysis journal name is active and if it should allow overwriting
The entries are saved automatically by the system.
¶ Step 4: Test pack definitions
The Test pack definition defines the grouping of tests to be performed. When an Analysis order is created the Test pack definition is a mandatory field to be selected, which in turn is linked to the Analysis template containing the Test lines to perform.
Go to: Lab information management>Setup>Test>Test pack definitions
- Click on New in the Action pane
- Complete the required details in the General section:
- Enter a short Test name (maximum 25 characters)
- Enter a longer Description of the test name
- Select a Test type from the dropdown list where required
- Enter the Start date of the test pack
- Indicate if the test is Valid
- Indicate if the test is Active
- Select a Site if site specific
- Select a Calendar if required
- Specify the worker or role who owns the test pack by specifying the Test owner or Role fields
- Indicate if the test pack requires approval before the analysis journal containing the results may be posted.
- If Analysis orders created for the test pack must include pre-generated samples like Quality Control and Calibration samples, add these samples in the Default Sample on Analysis order fast tab:
- Click on the Add button to create a new line
- Select the required sample in the dropdown list in the sample line
- The sample name; item number; site and warehouse will auto populate from the pre-generated sample. The Item; site and warehouse may however be updated if needed.
- Select the Analysis template to be ordered, for the sample selected, from the dropdown list
- Select the worker from the dropdown list that will be responsible for the order if required
The entries are saved automatically by the system
To update an existing test pack definition, select it from the list and click on the field to be updated. Note: Some fields are not editable e.g. Test name
To delete an existing test pack definition, select the test from the list and click on the Delete button in the Action pane. A confirmation message will appear. Select Yes to continue, else click on No to exit without completing the deletion of the test pack definition.
¶ Step 5: Automatic batch numbering
Released product items are used to create samples in the LIMS module. LIMS Items can be set up to generate automatic batch numbering for samples.
In the Released product Manage stock fast tab, select the appropriate Batch number group
The batch number group can be setup with the relevant specifications for the automatic batch numbering to be applied during LIMS sample creation e.g.
¶ Step 6: Laboratory tests
Laboratory tests are the actual tests lines that will be added to the Analysis template which will in turn be copied to the Analysis journal at creation and for which results will be captured. Analysis templates are set up once only and then auto-copied to Analysis journal lines upon creation, for ease of use.
Go to: Lab information management>Setup>Laboratory tests>Laboratory tests
- Click on the New button in the Action pane.
- Enter a short Lab test name – 10 characters or less
- Enter a longer Description of the test name – 50 characters or less
- Select an Item number from the drop down list if applicable. Do not specify an Item number if the same test can be applied to multiple item numbers. In a mining environment, sample collection points may be set up as items. In a medical laboratory, the item number will represent the sample item to be stocked and tested, e.g. Blood tube, Nasal swab, etc.
- Other fields may be completed if required e.g. Test type, At site, Owner etc.
- Enter the number of decimals results for this test must default to, during the resulting process.
- More information may be specified under the Workstation, Calculation, Properties and Test standard Fast tabs
Note: If the lab test may be applied to multiple properties (e.g. elements), the property would not be defined at the laboratory test level.
The entries are saved automatically by the system.
To update an existing test, select it from the list and click on the field to be updated. Note: Some fields are not editable e.g. Lab test name.
To delete an existing test, select the test from the list and click on the Delete button in the Action pane. A confirmation message will appear, select Yes to continue else click on No to exit without completing the deletion of the test.
¶ Step 7: Property types
The property type is used during the creation of the property defintion to identify the type of property e.g. Medical; Mining; Manufacturing etc.
- Go to: Lab information management>Setup>Properties>Property type
- Click on the New button in the Action pane
- Enter a short Property name – 20 characters or less
- Enter a longer Description for the property – 60 characters or less
The entries are saved automatically by the system.
¶ Step 8: Property definitions
Properties may be specified for the tests being performed in an Analysis journal e.g. If the purpose is to record the concentration value of iron in a sample; the laboratory test may be specified as Concentration whilst the related property would be Iron. This allows for the same laboratory test to be utilised but for various properties.
- Go to: Laboratory information management>Setup>Properties>Property definition
- Click on the New button in the Action pane
- Enter a short Property ID
- Enter a longer property Description
- Set a Default value if applicable
- Select a default Unit if applicable
It is suggested that value limits, minimum and maximum values, decimal precision and enforcement of limits are set on the Analysis template to allow for more flexibility, instead of setting it at the property definition level.
- Enter additional notes if needed.
To update property definition details of an existing property, select the property from the list. Then click on the specific fields requiring updates. Note: Some fields may not be edited e.g. Property.
To delete a property definition, select the property from the list. Click on Delete in the action pane. A confirmation message will appear, select Yes to continue or No to exit without deleting the property definition.
¶ Step 9: Test variables
- Go to: Laboratory information management>Setup>Quality control>Test variables
- Click on the New button in the Action pane
- Enter a Variable name
- Enter a longer variable Description
The entries are saved automatically by the system
¶ Step 10: Free text invoice template
- Go to: Lab information management>Setup>Journals and templates>Free text invoice templates
- Click on the New button in the Action pane
- Enter a Template name
- Enter a Template description
- Complete the relevant fields in the General section.
The language will default to the user's selected language option but may be changed if required.
- Click on the Add button under the Invoice lines Fast tab.
- Select the Main account from the dropdown list and complete any required fields.
¶ Step 11: Analysis templates
- Go to: Lab information management>Setup>Journals and templates>Analysis template
- On the Action pane, click on the New button
- Expand the General Fast tab
- Enter a Template name e.g. BaseMetals; Fe or Water
- Enter a Description for the template
- Enter the Template version number
- Select the Journal name from the dropdown list
- Select the Test pack definition from the dropdown list
- Select the relevant Calendar from the dropdown list if required
- Select the Test owner from the dropdown list if required
- Select the Site from the dropdown list
- If the batch disposition should be updated based on the outcome of the analysis journal, click on the Update batch disposition slider to change it to Yes. Select the batch dispositions from the relevant dropdown lists in the event of either a failed or passed analysis journal.
- If the stock status should be updated based on the outcome of the analysis journal, click on the Update stock status slider to change it to Yes. Select the stock statuses from the relevant dropdown lists in the event of either a failed or passed order status.
- Expand the Invoicing Fast tab to select the correct Free text invoice template if required.
- Expand the Consumables Fast tab if a BOM (Bill of material) contaning the expected consumption items to be consumed against in the laboratory during test analysis execution.
- Select the appropriate BOM template of the expected stock to be consumed from the dropdown list. The items included in the BOM, will be displayed in the lines below the selected BOM. The selected BOM items will be copied to the Analysis journal upon creation. Consumables may be added or removed from the Analysis journal as needed during lab testing.
- If a BOM is selected, use the slider to indicate if the items listed should be Billable to an external customer or not.
- Expand the Tests to perform Fast tab to specify the tests to be performed
- Click on the Add button
- Select a Laboratory test from the drop down list in the Task field
- Select a Property from the dropdown list if applicable (e.g. Au; Fe etc). Indicate if the property set up should be used for the test analysis or not.
- Populate the following fields for each Test where applicable, if opted for the property defaults to not be applied:
- Type
- Unit
- Enforce limits
- Value Limit Type
- Min value
- Max value
- Nr of decimals
- Workstation notes
- Other notes
- Once the Analysis template is ready for use, activate the template by moving the Active slider to Yes under the General Fast tab
