LO170 Quality Management

LO170 Quality Management LO170

Release 46C 30.05.2003

© SAP AG 2001

LO170 Quality Management

LO170LO170

Quality ManagementQuality Management

R/3 System Release 4.6C March 2001 Material Nr.: 50044408

© SAP AG 2002

Copyright 2002 SAP AG. All rights reserved.

No part of this publication may be reproduced or transmitted inany form or for any purpose without the express permission ofSAP AG. The information contained herein may be changedwithout prior notice.

All rights reserved.

Copyright

Trademarks: Some software products marketed by SAP AG and its distributors contain proprietary software components of other software vendors.

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UNIX®, X/Open®, OSF/1®, and Motif® are registered trademarks of the Open Group. HTML, DHTML, XML, XHTML are trademarks or registered trademarks of W3C®, World Wide Web Consortium, Massachusetts Institute of Technology.

JAVA® is a registered trademark of Sun Microsystems, Inc. JAVASCRIPT® is a registered trademark of Sun Microsystems, Inc., used under license for technology invented and implemented by Netscape.

SAP, SAP Logo, R/2, RIVA, R/3, ABAP, SAP ArchiveLink, SAP Business Workflow, WebFlow, SAP EarlyWatch, BAPI, SAPPHIRE, Management Cockpit, mySAP.com Logo and mySAP.com are trademarks or registered trademarks of SAP AG in Germany and in several other countries all over the world. All other products mentioned are trademarks or registered trademarks of their respective companies.

© SAP AG 1999

Quality Management (QM)

Quality Management

LO170 3 days

Quality Inspections

LO705 3 days

Level 2 Level 3

Quality Notifications

LO710 3 days

QM Organization andConfiguration

LO750 3 days

QM in the ProcessIndustry

LO721 3 days

QM in Sales andDistribution / QualityCertificates

LO725 2 days

QM inProcurement

LO715 3 days

QM in Discrete andRepetitiveManufacturing

LO720 2 days

© SAP AG 2001

Prerequisites

Recommended SAP20 mySAP.com Application Basics

© SAP AG 1999

Audience:Project leaders and members of the project teamEmployees who are familiar with quality managementtasks

Duration: 3 days

Target Group

Notes to the user The training materials are not teach-yourself programs. They complement the course instructor's explanations.

(C) SAP AG LO170 1-1

© SAP AG 1999

Contents:Course Goal

Course Objective

Course Content

Course Overview Diagram

Course Overview


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The functions of the QM applicationcomponentThe integration of QM in the logistics supplychain and in other R/3 components

This course will give you an insight into:

Course Goal


© SAP AG 1999

Business processes from a QM standpointQM integration in R/3QM functionsBasic conditions involved in implementing QM

This course will give you an insight into:

Course Objective


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Unit 4 QM in Log. Supply Chain

Unit 5 Functions in Detail

Unit 6 mySAP Workplace

Unit 1 Course Overview

Unit 2 Navigation

Unit 3 Basics

Preface

Course Content

Appendix


© SAP AG 2001

Functionsin Detail

QM in Log.Supply Chain

Basics

Course Overview

1

mySAPWorkplace

Navigation



© SAP AG 1999

Progressive quality management requires theeffective integration of QM systems in allprocesses within an organization.

As a member of the project team, you areresponsible for the implementation of the QMprocedures required by your company in the SAPSystem.

Main Business Scenario


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Navigation in the system

User-specific settings

Navigation in the mySAP Workplace

Contents:

Navigation


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Identify the elements of a typical window

Navigate in the system

Personalize your user settings

Describe and use the mySAP.com Workplace

At the conclusion of this unit, you will be able to:

Navigation: Unit Objectives


© SAP AG 1999

New users need to familiarize themselves with thescreens in the system and define their personaldefault settings

Navigation: Business Scenario


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Logging On to the System

Client

UserPassword

Language

New Password

SAP R/3SAP R/3

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User System Help

You can place your own text on the initial screen: See SAP Note 205487

If you have problems logging on,contact Donna Moore, x486

SAP R/3 Systems are client systems. The client concept enables the parallel operation, in one system, of several enterprises that are independent of each other in business terms. The components SAP Business Information Warehouse (BW) and SAP Knowledge Warehouse (KW) are exceptions to this: in these cases only one client is used. During each user session you can only access the data of the client selected during logon.

A client is, in organizational terms, an independent unit in the system. Each client has its own data environment and therefore its own master data and transaction data, assigned user master records and charts of accounts, and specific Customizing parameters.

For a user to log on to the system, a master record must exist in the system for that user. To protect access, a password is required for logon. The password is hidden as you type (you only see asterisks).

SAP R/3 Systems are available in several languages. Use the Language input field to select the logon language for each session.

Multiple logons are always logged in the system beginning with SAP R/3 4.6. This is for security as well as licensing reasons. A warning message appears if the same user attempts to log on twice or more. This message offers three options: Continue with current logon and end any other logons of the same user in the system Continue with current logon without ending any other logons in the system (logged in system) Terminate current logon attempt

You can place your own text on the initial screen in a number of ways. For more information, see the SAP Note mentioned above. The GuiXT (covered at the end of this chapter) offers a further option.


© SAP AG 1999

SAP Easy Access - Standard

SAPSAP Easy Easy Access AccessOther Menu

Menu Edit Favorites Extras System Help

Create Role Assign User Documentation

FavoritesSAP Menu

OfficeLogisticsAccountingHuman ResourcesInformation SystemsTools

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You are greeted by your logo in the right-hand part of the window.

SAP Easy Access is the standard entry screen displayed after logon. You navigate through the system using a compact tree structure.

You can include an image on the right-hand side of the screen such as your company logo. This image can only be entered systemwide, and is a cross-client setting. Assuming you have the appropriate authorization, you can find a detailed description of the necessary settings by choosing Extras → Administration Information. Note that this image is stored in the system and transported to the SAP Frontend every time it is called by SAP Easy Access. Although this transfer is compressed, the image for the initial screen should not be bigger than around 20 kB. You can prevent this image being called either by using the setting Low Speed Connection in the SAPLogon program (see SAP Note 161053), or by switching off the calling of the image under Extras→Settings. See also User-Specific Personalization.


© SAP AG 1999

Role-Based User Menu

SAPSAP Easy Easy Access - Access - Enjoy User MenuEnjoy User MenuOther Menu


Create Role Assign User Documentation

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FavoritesGreat Transactions

SM50 - Prcoess OverviewVA01 - Create Sales Order

Interesting WWW PagesURL - The Herald TribuneURL - Time Magazine

Important FilesURL - Vacation Planning

Enjoy User MenuURL - SAP Notes (User / PW req.)Accounts Receivable

FD02 - Change Customer (Accountin

Favorites chosen by the userreduce navigation time

A role-based menu contains the activitiesthat the user can execute based on therole assigned to the user in the system.

Sales and DsitributionTools

Materials Management

A Role describes a set of logically linked transactions in the system. These represent the range of functions users typically need for their work.

User roles (previously “activity groups”) have to be set up using the Profile Generator so that SAP R/3 System users can work with user-specific or position-related menus.

The authorizations for the activities listed in the menus are also assigned to the users using user roles. With Release 4.6, predefined user roles from all application areas are included in the standard system.

Users who have been assigned a user role can choose between the user menu and the SAP standard menu.

The above screen shows the role-based user menu for a user with the name "Enjoy". You can find roles that are supplied in the standard SAP R/3 System by choosing Other menu on the SAP Easy Access initial screen.

Every enduser can personalize the initial screen using Favorites. You can create your own Favorites list containing the transactions, reports, files, and Web addresses that you use most often.

You can add favorites either by choosing Favorites or by using the mouse to “drag & drop” items into the Favorites directory.


© SAP AG 1999

Screen Elements

System System Function Function Name: Name: ActivityActivity


Choose Save

Input field

Tick

Selection 1

Selection 4

Selection 2Selection 3

OptionsOption 1Option 2Option 3Option 4Option 5

Display Edit

Overview

NeutralPositive

System Message T70 (1) (400) iwdf5070 INS Status Bar

ApplicationToolbar

Command Field Standard Toolbar

CheckboxesRadio ButtonsPushbuttons

Tab Page

This screen is made up ofvarious screen elements. Itdoes not match an actual

screen in the system.

Command field: You can use the command field to go to applications directly by entering the transaction code. You can find the transaction code either in the SAP Easy Access menu tree (see the page User-Specific Personalization) or in the appropriate application by choosing System→ Status.

Standard toolbar: The icons in the standard toolbar are available on all SAP R/3 screens. Any icons that you cannot use on a particular screen are dimmed. If you leave the cursor on an icon for a moment, a QuickInfo appears with the name (or function) of that icon. You will also see the corresponding function key. The application toolbar shows you which functions are available in the current application.

Checkboxes: Checkboxes allow you to select several options simultaneously within a group. Radio buttons: Radio buttons allow you to select one option only. Tabs: Tabs provide a clearer overview of several information screens. Status bar: The status bar displays information on the current system status, for example, warnings or error messages.

Other elements are: Menu bar: The menus shown here depend on which application you are working in. These menus

contain cascading menu options. Title bar: The title bar displays your current position and activity in the system.


© SAP AG 1999

Selecting Functions


SAPSAP Easy Easy Access - Access - Enjoy User MenuEnjoy User Menu

Create sessionEnd sessionUser profileServicesUtilitiesListServices for objectObject historyOwn spool requestsOwn JobsShort MessageStatus...Log off

FavoritesEnjoy User Menu

URL - SAP Notes (User / PW req.)Accounts Receivable

FD02 -Change Customer (AccountMaterials ManagementSales and DistributionTools

... using the transaction code in the command field

... using SAP Easy Access and Favorites

... using the menu path

You can select system functions in the following ways: Use the mouse to choose: Menu options, Favorites, and SAP Easy Access options Use the keyboard (ALT + the underlined letter of the relevant menu option) Enter a transaction code in the command field: A transaction code is assigned to each function in SAP R/3 Systems. You can access the assigned transaction code from any screen in the system. For example, to display customer master data, enter /n and the appropriate transaction code (in this case /nfd03). You can find the transaction code for the function you are working in under the Status option of the System menu. Other possible entries: - /n ends the current transaction. - /i ends the current session. - /osm04 creates a new session and goes to the transaction specified (SM04).

You can also use the keyboard to go to the command field. Use the CTRL + TAB key combination to move the cursor from one (input) field group to the next. Use TAB to move between fields within a group.

By entering search_sap_menu in the command field, you can search for and display the menu path for an SAP transaction. You can also search for text strings.


© SAP AG 1999

Field Help: F1 and F4

Display Display CustomerCustomer: Initial : Initial ScreenScreen

Customer Edit Goto Extras Environment System Help

Customer

Company Code

Restrictions

Company Code

Company Name

City

Currency

Restrict Number to

1000Customer

SAP A.G. Walldorf EURCo... Company Name City Cur...

Restrictions

IDES AG 1000 Frankfurt UNIIDES Canada Toronto CADIDES AG Frankfurt UNI

Customer account number

A unique key is used to clearly identify the customer within the SAP

System.

Procedure

When creating a customer master record, the user either enters the

account number of the customer or has the system determine the

number when the record is saved, depending on the type of number

assignment used. The account group determines how numbers are

assigned.

F4 Help: DisplaysPossible Entries

F1 Help: Displays the Meaning ofFields and Technical Information

Entries Found

For help on fields, menus, functions, and messages, use F1. F1 help also provides technical information on the relevant field. This includes, for example, the parameter ID, which you can use to assign values for your user to input fields , which have to refer to these parameter IDs.

For information on what values you can enter, use F4. You can also access F4 help for a selected field using the button immediately to the right of that field.

If input fields are marked with a small icon with a checkmark, then you can only continue in that application by entering a permitted value. You can mark many fields in an application as either required entry fields or optional entry fields. You can also hide fields and preassign values using transaction or screen variants or Customizing.

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© SAP AG 1999

Menus: System and Help



Rolle anlegen Benutzer zuordnen Documentation

FavoritesSAP Menu

OfficeLogisticsAccountingPersonnelInformation SystemsTools

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Create SessionEnd SessionUser profileServicesUtilitiesListServices for objectObject historyOwn spool requestsOwn jobsShort messageStatus...Log off

Application helpSAP LibraryGlossaryRelease NotesSAPNetFeedbackSettings...

Both of these menus are available on every screenand always offer exactly the same options.

The System menu contains, among others, the following options: Create/End Session: Allows you to create and end sessions. The maximum number of sessions can be set to a number between 2 and 6 by the system administrator using the parameter rdisp/max_alt_modes.

User profile: This is where you can enter user-specific settings. For example, you can use Parameter IDs in Own Data, in order to set default values for specific user-dependent fields in the system (for example the company code field).

List: Contains important list functions, such as searching for character strings, saving in PC files, printing, and so on.

Status: Enables you to display important user and system data. Log off: Ends the R/3 session with a confirmation prompt.

The Help menu contains, among others, the following options: Context-sensitive Application Help Access to the SAP Library (see previous page) a Glossary ...

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© SAP AG 1999

SAP Library

SAP Library - SAP Library

SAPLibrary

Contents Index Search SAP LibraryRelease 4.6C, March 2000

IDES

Getting Started

Release Notes

Implementation Guide

Glossary

© Copyright 2000 SAP AGAll rights reserved.

You can access thecomplete online

documentation for thesystem using the SAP

Library

SAP R/3 Systems provide comprehensive online help. You can display the help from any screen in the system. You can always request help using the Help menu or using the relevant icon (the yellow question mark).

You can access the SAP Library quickly and comfortably by using the SAP Service Marketplace. There you can find the SAP Help Portal under Knowledge and Training, where you can not only access Help in HTML format, but can also perform efficient full-text searches in the SAP Library. If you have the SAP Library installed, you also have, of course, these opportunities within your company.

You can access the Help Portal directly at http://help.sap.com

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© SAP AG 1999

User-Specific Personalization


Menu Edit Favorites Exrtas System Help

Rolle anlegen Benutzer zuordnen Dokumentation

FavoritesSAP Menu

OfficeLogisticsAccountingHuman ResourcesInformation SystemsTools

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Administration InformationAssign userDisplay DocumentationTechnical DetailsSettingsSet Start Transaction

Ctrl+Shift+ F8

Shift+ F6

Shift+ F7Shift+ F9

Ctrl+Shift+ F10

Display favorites at end of list

Settings

This is used to specify settings

Do not display menu, only display favoritesDo not display pictureDisplay technical names

Options ...Generate GraphicCreate Shortcut ...Activate GuiXTDefault SizeHardcopyQuick Cut and PasteAbout...

Different Settings options make working with the system easier

The end user has many possibilities for personalizing the system. Some are described below: You can alter the layout of your initial screen under Extras → Settings, for example by switching off the image in the right-hand part of the window or by turning on the option to display the technical names (transaction codes) in the SAP Easy Access Menu.

Among other things, you can activate a quick cut and paste in the Options menu. Using Options you can change the reaction speed of the QuickInfo that is displayed when you hold your mouse cursor over an icon or a push button.

By following the path System→ User profile→ Own data, you can set personal standard values. You can choose the tabs Address, Defaults, and Parameters. As an example, the setting of Parameters is explained here: - Parameters: Here you can set defaults for frequently used input fields. In order to be able set a

default value for a field, it must have been assigned a Parameter ID. Procedure for finding the Parameter ID: Go to the field for which you wish to set a default

value. Select the F1 help, and then choose Technical Info. The system displays an information window that contains the relevant parameter ID under the heading Field Data (as long as the field has been assigned a Parameter ID).

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© SAP AG 1999

Personalizing the Frontend with GuiXT

FD03 with GuiXTFD03 without GuiXT

Example from http://www.guixt.com

SAP R/3 Systems offer numerous options for settings and adjustments: Define default values for input fields Hide screen elements Deactivate screen elements (dimmed) You can do this by, for example, defining transaction variants.

SAP offers GuiXT, as of SAP R/3 Release 4.6. In addition to all of the above functions, you can now: Include graphics Convert fields and add pushbuttons and text Change input fields (or their F4 help results) into radio buttons

GuiXT scripts are stored on the Frontend. In accordance with local scripts (which can also be stored centrally), the GUIXT scripts determine how data sent from the application server is displayed. These scripts can be standard throughout a company, or they can be different for each Frontend.

NOTE: The GuiXT will support the mySAP.com Workplace only as of the end of the year 2000. This means that until then you should use either the SAP GUI for the Windows Environment and the GuiXT or the mySAP.com Workplace with the SAP GUI for HTML (or the SAP GUI for Java or the SAP GUI for Windows).

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© SAP AG 1999

Elements of the Workplace

mySAP.com-Marktplatz Aktualisieren Anpassen Getting Started Info

Willkommen Willi WorkplaceIn UseStart PageWorkplace FavoritesRoles

Demonstration Role

Web Search

Search in Start Search

WorkSpace (MiniApps, Transactions, & Web Pages)LaunchPad

Drag&Relate

Expand/Collapse LaunchPad Log off from the Workplace

The graphic above shows Release 2.11 of the mySAP.com Workplace. You call the mySAP.com Workplace by entering the relevant URL (Internet address) in a Web Browser. Usually this is done by clicking a link (instead of being entered manually). The syntax for the URL of the Workplace is typically <protocol>://<webserver>[:<port>]/scripts/wgate/sapwp/!, for example: https://workplace.wdf.sap-ag.de:1042/scripts/wgate/sapwp/!

The ! is an essential part of the call. The browser window of the mySAP.com Workplace consists of three areas:

When working with the mySAP.com Workplace, the roles containing the entries relevant to your job appear in the LaunchPad. You can also add your own entries (Favorites) to the LaunchPad.

When you log on to the mySAP.com Workplace, the list of MiniApps (for example: the StockTicker, news, overview lists, or reports) that are assigned to your role appears in the WorkSpace on the right-hand side, as well as MiniApps that you have added yourself. If you start a particular transaction in the LaunchPad (for example, the transaction for booking invoices), this application is executed in the WorkSpace on the right-hand side.

Session handling in the Workplace allows you to hold several applications at the same time in channels. The individual channels are displayed as icons in the In Use folder. By clicking on the entries, you can switch between the different applications.

Using Drag&Relate you can link objects from one application with another with a simple mouse click and execute them from there.

(C) SAP AG LO170 2-15

© SAP AG 1999

Active Applications (In Use)

mySAP.com Marketplace Update Personalize Getting Started Info

Welcome Julie ArmstrongIn UseStart PageWorkplace FavoritesRoles

Demonstration Role

Web Search


Optionen

Workplace Favorites Start Page General

Change Role Sequence

Standardsprache der Komponentensysteme

Allow More Than One Application in the Area “In Use“(Requires Restart of the Workplace)

Close Applications Without Confirmation

Display Dialog for Drag&Relate

Test

Language (for all Systems)

Client QW2/050

Logonlanguage

Logon language

OK Cancel

ActivateSession Handling

Initial Screen(MiniApps)

Personalize

The In Use area: You can manage multiple windows (Workplace Views) oin this folder in the LaunchPad. You can switch from one Workspace View to another without affecting the applications that you are running.

To be able to operate multiple Channels at the same time, you must change your personal settings for the Workplace. Choose Personalize, and then the General tab. In the Options sections, check the option Allow More Than One Application in the Area “In Use”. After this is activated, multiple parallel channels are available.

In the example above, only the Start Page (“Home”) is shown in use, with an illustration of its assigned MiniApps.

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© SAP AG 1999

Workplace Favorites



Demonstration Role

Web Search


Delete

Apply

OK Cancel

Test

New FolderNew Web Address

Display in a separate browser window

Web Address http://help.sap.com

Name Online Documentation

Attributes Available in Roles

Favorite TransactionsWWW Addresses

Time MagazineInternational Herald Tribune


Workplace Favorites

Add Favorites usingDrag&Drop or Personalize

Test Web Pages andAdd them to the Favorites List

You can personalize the LaunchPad using Favorites. By choosing Personalize (or by choosing the Personalize icon), you open a new window. You can create and (re)name your own folders in the left-hand part of the tab page Favorites, as well as moving them and changing their grouping.

You can enter Web addresses (URLs) in the right-hand part. These are then available in the Favorites folder in the LaunchPad. You should test your favorites by choosing the Test button before you add them to your favorites list. A favorite that requires a complete browser window is not suitable for displaying in the WorkSpace of the mySAP.com Workplace.

You can see the entries in your LaunchPad that were assigned to you by your system administrator on the second tab page, Available in Roles. This contains, for example, transactions. If you use a transaction frequently, you can define this as a favorite. To do so, click the relevant transaction and choose Add.

You can also add to and edit your favorites directly form the LauchPad. Using Drag&Drop, you can add frequently used transactions to the Favorites folder.

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© SAP AG 1999

Personalizing MiniApps



Demonstration Role

Web Search



New MiniApp

LinesHeight

Test

Web Address http://www.sap.com/MiniApps

Name MiniApp Community

Attributes Available MiniApps

10 Minimized

OK Cancel

Apply

Displayed in Work Area

List View Layout Preview

Web Search

Reuters News

ZCALCULATOR

Hide

MiniApps are Web applications or documents that are simple and intuitive to operate. After you have started the mySAP.com Workplace, they offer you a quick overview and access to the functions that are most important to you on the initial screen.

You are assigned the MiniApps in the Workspace by your system administrator, but you can also add your own MiniApps.

By choosing the menu option Personalize (or alternatively by choosing the Personalize icon), you open a new window. You can add your own MiniApps on the right-hand side of the tab page Start Page under New MiniApps. Also enter the Web address (URL), a name for the MiniApp, and the height in lines. Test MiniApps before adding them. You can easily rename and reassign them later.

You can change and adjust the format of MiniApps. On the tab page MiniApps, you can change the order in which the MiniApps are displayed on the Workplace or choose your desired display format (minimized or expanded).

Take note of the address http://www.sap.com/miniapps. This is the homepage of the MiniApp community. Here, you can find current information about available MiniApps in SAP systems and about Internet services that you can add to those available in your Workplace.

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© SAP AG 1999

Workplace: Advantages

User-FriendlinessRole-based accessTailored to match your needsAccess from anywhere

Efficiency“Drag&Relate”Uniform accessLog on only once

OpennessStandard Internet user interfaceComponents from SAP andother providersExtendable role specifications

Low Total CostsNo installation expenses atthe PC workstationStandardizationUncomplicated maintenance

SecurityCentral administrationControlled access

Productivity

User Enterprise

Both the user and the enterprise profit from the advantages of the mySAP.com Workplace.

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© SAP AG 1999

You are now able to:

Navigation: Unit Summary

Identify the elements of a typical window

Navigate in the system

Make personal system settings

Describe and use the mySAP.com Workplace

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Navigation - Exercises

Unit: Navigation Topic: Basic Functions

At the conclusion of this exercise, you will be able to:

• Log on to an SAP R/3 System

• Find transaction codes

• Access the SAP Library

• Use F1 help to find field information

• Use F4 help to search for possible field entries

As a new user of an SAP R/3 System, you begin to navigate the system using the menu paths and transaction codes. You also begin to access the various types of online help.

All menu paths in the exercises refer to the SAP standard menu.

1-1 Logging on to the system

Select the appropriate system for this course. Use the client, user name, initial password and logon language specified by the instructor. The first time you log on, you will get a prompt in which you must enter your new password, which you choose yourself, twice. Make a note of the following:

Client: _ _ _ User: _ _ _ _ _ _ Password: ____________ Language: _ _.

1-2 What is the maximum number of sessions (windows in the SAP R/3 System) you can have open simultaneously? __

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1-3 Identify the functions and find the transaction codes that correspond to the following menu paths in the SAP standard menu.

1-3-1 Tools→ Administration → Monitor → System Monitoring→ User Overview

Name of function: ___________________________________________

Transaction: _________________________________________________

1-3-2 Accounting → Financial Accounting → Accounts Receivable→

Master Records→ Display

Enter Customer 1000 and Company Code 1000 to go to the next screen.

Name of function: _____________________________________

Transaction: ___________________________________________

1-4 Help

1-4-1 If you choose Application help in the SAP Easy Access initial screen (Help menu), which area of the SAP Library does it take you to?

_________________________________________________________

To answer the questions below, you will need to go to the Display Customer: Initial Screen.

1-4-2 Use F1 help on the Customer field. What is this field used for? Write a brief summary of the business-related information.

______________________________________________________

1-4-3 Use the F1 help on the Company code field. If you choose the Application help icon from the F1 help screen, which area of the SAP Library does it take you to?

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______________________________________________________

1-4-4 Which icon do you need to use on the F1 help screen to find the parameter ID for the Company code field? ______________________________________________________

1-4-5 Use F4 help on the Customer field to find the customer number for Becker ##. To do this, use the Search term "Becker*" after calling the F4 help.

Note: ## corresponds to your assigned group number.

___________________________________________________

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Unit: Navigation Topic: User-Specific Settings

At the conclusion of this exercise, you will be able to:

• Set a user parameter for a field

• Set user defaults

• Maintain your favorites

• Select a start transaction of your choice

You begin to set various user-specific settings.

Exercises marked * are optional.

2-1 Setting user parameters.

2-1-1 Assign a parameter value for the Company code field to your user profile.

Note: The instructor will tell you what parameter value to enter (for example 1000). For information about defaults, see the notes on the slide User-Specific Personalization.

Parameter ID: ___ ___ ___

Parameter value: ___ ___ ___ ___

2-2 Defining User-Specific Settings using System → User profile → Own Data

2-2-1 In your user profile, set your logon language to the value used for the course.

2-2-2 In your user profile, set the decimal notation and date format of your choice.

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2-3 Defining your favorites

2-3-1 Insert at least one new folder under the Favorites folder.

2-3-2 Add any two of your favorite transactions to the corresponding folders.

2-3-3 Add the Internet address http://www.sap.com with the text SAP Homepage.

2-4* Setting a start transaction using the Extras menu.

2-4-1 Enter a transaction of your choice as the initial transaction. You will then need to log off and on again for the change to take effect.

Note: If desired, you can change the initial transaction back to the default value simply by deleting the transaction code that you entered.

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Navigation - Solutions

Unit: Navigation Topic: Basic Functions

1-1 Log on to the system specified by the instructor and change your initial password.

1-2 To open and close sessions, choose System → Create session (or use the appropriate icon) or System → End session. The maximum number of sessions you can have open simultaneously is six (6), depending on your system settings.

1-3 To find the transaction code, choose System → Status. These function names and transaction codes correspond to the menu paths:

1-3-1 Transaction: SM04 for Function Name: User list

1-3-2 Transaction: FD03 for Function Name: Display Customer: General Data

1-4 Help

1-4-1 The section of the unit Getting Started that deals with using SAP Easy Access is displayed.

1-4-2 Suggestion: The customer is a unique key (account number) used to clearly identify the customer within the system.

1-4-3 FI – Accounts Receivable and Accounts Payable

1-4-4 To find the Parameter ID: BUK, choose Technical Info

1-4-5 Customer ## (## corresponds to your assigned group number)

When you select F4 in the Customer field, the Restrict Value Range window appears. You can explore the various tabs to see the different search criteria available. Find a tab that includes the Search term field and enter the following:

Field Name Value

Search term Becker*

Choose Enter. A window appears listing the customer account numbers that match your search criteria. Select the line that corresponds to Becker ##, then choose Copy. This automatically copies the customer account number into the Customer field.

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Unit: Navigation Topic: User-Specific Settings

2-1 Setting user parameters.

2-1-1 To assign a parameter value to a field you will need the parameter ID of the field. First you need to select a transaction that contains this field. For example, Company code can be found in transaction FD03. Next, place the cursor on that field (click it with the mouse). To display the required info, choose:

F1 → Technical Info → Parameter ID

gives you the required information. For the Company code field, the parameter ID is BUK.

Finally, enter the parameter ID and desired value in your user profile:

System → User profile → Own data

On the Parameter tab page you enter the parameter ID and value that you want to be entered into the field. Save your entries.

2-2 Setting user defaults.

2-2-1 To set the logon language, go to your user profile:

System → User profile → Own data

On the Defaults tab page, enter the language of your choice in the Logon language field.

2-2-2 To set the decimal notation and date format, remain on the Defaults tab in your user profile. Select the indicator adjacent to the notation and format you desire. Save your selections.

2-3 Defining favorites of your choice.

2-3-1 Favorites → Insert folder

Type any name for the folder then select Enter. You can add as many folders as you desire. Once created, folders can be dragged and dropped to position them where you want.

2-3-2 To create favorites, select specific applications (transactions) that you need as favorites for your daily work from the menu tree of the SAP standard menu. Add them to your Favorites list by selecting them and choosing Favorites → Add from the menu bar. Alternatively, use the mouse to drag & drop favorites to a folder. You can also use the menu path Favorites → Insert transaction to add using a transaction code.. Finally, you can move existing favorites to different folders later by choosing Favorites → Move or using drag & drop.

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2-3-3 Create Internet addresses by choosing Favorites → Add Web address or file. When you select SAP Homepage from your favorites, an Internet browser will open and you will be connected to SAP’s homepage.

2-4 Setting a start transaction.

2-4-1 Extras → Set start transaction

Enter a transaction of your choice then choose Enter. Notice the system message on the status bar indicates that your selected transaction has been set as the start transaction. The next time you log on, the system will go directly to your start transaction.

Note: To change back to SAP Easy Access as the initial screen, follow the menu path again, delete the transaction code and select Enter. The next time you log on, SAP Easy Access will be the initial screen.


© SAP AG 1999

Contents:EDP-Based Quality Management

Quality Management Using SAP System

QM Application Component

Basics


© SAP AG 1999

QM functions and their importance for yourcompany

The options for implementing your qualitymanagement requirements according to DIN ENISO 9000

The integration of the QM applicationcomponent in the logistics supply chain

At the conclusion of this unit, you will be able todescribe:

Basics: Unit Objectives


© SAP AG 2001

Functionsin Detail

QM in the Log.Supply Chain

Basics

Course Overview

mySAPWorkplace

Navigation

3



© SAP AG 1999

Quality Manager:“We need a QM system thatis integrated in our supplychain!”

IT Specialist:“Quality managementusing SAP System?”

Basics: Business Scenario

Managing Director:“How can we improvethe quality of ourproducts?”

This planning meeting deals with typical questions raised by a company. The participants come from the following areas:

Management Quality management Data processing

They discuss options for bringing their company-wide goals into line with market requirements for quality management systems, by using a software solution.

The SAP System comprehensively supports the elements of a quality management system, according to DIN EN ISO 9000ff. It links quality management functions with all business processes and all phases in the life cycle of a product.

The QM application component is not installed as a stand-alone solution, but is integrated in all areas of the SAP business system.


© SAP AG 1999

QMQM system

SAP SystemProcesses

Requirements for QM Systems

Integration of processesin the SAP System

Business processes inthe company

EDP-Based Quality Management

When you implement a quality management system, you should consider the following: Market requirements for quality management in your company Business processes in your company Data processing support for the integration of QM functions in other applications


© SAP AG 1999

Objectives for Total QualityManagement•TQM

Industry-specific standardsfor QM systems• VDA• FDA• GMP

Standards for QM systems• DIN EN ISO 9000ff• QS9000

Requirements for QM Systems

QM system

Total Quality Management (TQM) represents the goal of a comprehensive quality management process in your company.

Different demands are placed on a company's QM System, depending on the industry sector involved, for example: VDA (Federation of the German Motor Industry) FDA (US Food and Drug Administration) GMP (Good Manufacturing Practices)

The standards for QM systems must also be taken into consideration, for example: ISO 9000 QS 9000


© SAP AG 1999

Storage

Testing

Design

Market research

Disposal

Service

Shipping

Final inspection

Production

Procurement Productionplanning

Plannin

g

Implem

entation

Use

Quality Loop According to ISO 9004

QM

Contributions of Quality Management

From the planning and implementation stages of a product's life cycle, to its marketing and use, quality management plays a part in all processes in the logistics supply chain.

The interaction of quality management in these processes must be supported by an EDP system. The quality loop according to ISO 9004 illustrates that you can use quality management information provided by QM, (for example from inspections) to perform corrective tasks, if required.


© SAP AG 2001

SAP SystemProcesses

CO (Controlling)

QM

Quality Management with the SAP System

MM (Procurement)

PP (Discrete manufacturing)

PP-PI (Process manufacturing)

SD (Sales & Distribution)

CS (Customer Service)

PM (Plant Maintenance)

In the SAP System there are the following application components: MM (Materials Management) supports the materials management process. PP (Production Planning) supports discrete manufacturing and repetitive manufacturing. PI (Process Industry) supports process manufacturing. SD (Sales and Distribution) including WM (Warehouse Management) supports purchasing and shipping.

CS (Customer Service) supports customer service. CO (Controlling) including FI (Financials) supports accounting. PM (Plant Maintenance) supports plant maintenance procedures.

The component QM is, for example, linked to the following components using interfaces: MM: QM in procurement, procurement key, quality information record PP: Integration of QM activities in routing, creation of inspection lot when production order is released

PP-PI: Integration of QM activities in master recipe SD: Customer-specific inspection requirements, customer information record

The QM component is delivered with each SAP installation and only needs to be activated in the application systems.


© SAP AG 1999

QM

QM as a Strategic Management Tool

Uses basic and cross-applicationfunctions in the SAP System

Is integrated in the processes of thelogistics supply chain

Supports quality planning, qualityinspection and quality control

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© SAP AG 2001

DIN EN ISO 9001: 2000 Quality Elements and SAP

QM PM/SM CRM SD HR MM PP PS BW KW ...Quality Management SystemGeneral requirements X X X X X XGeneral requirements for documentation XManagement responsibilityObligation of the management X X X XCustomer orientation X X X XQuality policy X XPlanning X X XManagement X X XManagement valuation X XTest equipment managementProvision of test equipment X X X X X XHuman resources X XSet up X X XWorking environment XProduct implementationPlanning for product implementation phase X X X XCustomer relevant processes X XDevelopment X XProcurement X XProduction and service output X XTest equipment control X X XMeasurement, analysis, and improvementPlanning X XMeasurement and monitoring X XError control X XData analysis X XImprovement X

X

XX

Linking the QM component with other components in the SAP System allows the different quality management elements contained in the standards (QS9000, ISO9000) to be universally applied.

With the reworked versions of the ISO 9000 : 2000, an up-to-date set of standards is produced that, independent of the size of the company, is suitable for Quality Management and quality assurance of services, hardware, software, and bulk products. It reflects the changes of society to a service society by equalizing the importance of products and services and enabling the display of dynamic operating procedures. The ISO 9000:2000 is made up of eight quality principles: Customer orientation Execution Inclusion of people Process oriented approach System oriented approach System oriented management approach Regular improvements Structural approach for decision making Supply relationships useful for both parties

Additional elements according to VDA6: Financial observations, product security, company strategy

Additional elements according to QS 9000: Acceptance procedure for parts from production, regular improvements, process capability

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© SAP AG 2001

Variant A: Document management

Variant B: SAPoffice

•Special document type•Storage of originals on a central file server

General folder

Introduction

Quality policy

If required:Assignment of any numberof office documents

QM Manual

Instructions for QM procedures

QM Manual

Managing QM Documents with SAP

The SAP System provides different options for managing QM-specific documents (for example, the QM manual or documented procedures) centrally. An advantage of this includes a universal archiving concept and central access for all SAP users.

Advantages of using the Document Management System (DMS): Status management and authorization concept (for example, for different document types and statuses)

Flexible management of different document types and classification of documents SAPoffice provides another alternative for managing the QM manual and related documents.

You can create any number of structures in the SAPoffice general folders. Access is controlled at folder level. Which users are authorized to change data? Which users only have authorization to display data?

The contents of the folders can be managed using SAPscript or various Microsoft Office documents (for example, Microsoft Word 97 or Microsoft PowerPoint 97). If you create documents using Office products and archive them in the SAP System, individual users must have a viewer to display the documents on the front-end.

With the QM handbook in the SAP Knowledge Warehouse (KW as of Rel. 5.0), SAP offers you a web-based solution to create or update company-specific QM documentation with a modern authoring tool.

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© SAP AG 2001

SAP System

Com

pone

nts

Supported Functions:

Document Management Engineering Change Management Classification Controlling Information System Workflow ArchiveLink SAPoffice

MM

PM/SM

PP

QM

QM in the SAP System

The QM application component is integrated in the SAP System and uses the supporting functions of the system.

As a result of this integration, you can access general cross-application and support functions in the SAP System from within QM: Basic Functions: - SAP Business Workflow (activates predefined processes and activities) - SAPoffice

Supporting Functions: - Engineering Change Management (for example, for documents, drawings, inspection plans) - Document Management System (for example, for technical delivery terms, quality assurance

agreements) - Classification System (for example, for batches, class characteristics) - Information System (QMIS, LIS, BW: BW is a separate product with separate release cycles)

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© SAP AG 1999

SAP System

Com

pone

nts MM

PM/SM

PP

QM

Quality planning

Quality inspection

Quality certificates

Quality notifications

Quality control

Test equipment management

Functions in the QM Component

The functions of the QM component cover the classic quality management tasks such as quality planning, quality inspection, and quality control, as well as supplementary functions.

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© SAP AG 1999

Quality Planning: Activities

Creating and managing themaster data that is required(among other items) to plan andexecute quality inspections.

Quality planning

Quality inspection



Quality control

Test equipmentmanagement

Quality Planning: Activities

You use quality planning for the following: General master data (for example, material master, batch data, vendor master records) QM specific master data (for example, master inspection characteristics, inspection methods, sampling procedures)

Inspection planning functions (for example, inspection plan, material specification)

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© SAP AG 2001

Identifying whether the inspectedunits fulfill the predefined qualityrequirements.

Quality planning

Quality inspection



Quality control


Quality Inspection: Activities

Quality inspection covers the following functions: Inspection lot processing (from creation to completion) Results recording Defects recording Sample management Interfaces to subsystems (such as QM-IDI- allows the transfer of measurement data, using a keyboard wedge)

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© SAP AG 1999

Certifying the quality of amaterial.

Quality certificates containtexts, specification values,and inspection results.

Quality planning

Quality inspection



Quality control


Quality Certificates: Activities

The quality certificates function allows you to create certificates to confirm the quality of a product. You can send quality certificates over the Internet. You can create the following certificates: Certificate of conformity Works test certificate Certificate of analysis etc.

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© SAP AG 1999

Recording and processing internalor external problems that areprimarily caused by poor-qualitygoods or services.

Quality planning

Quality inspection



Quality control


Quality Notifications: Activities

The quality notifications function covers the recording and processing of quality problems (internal or external) and includes: Defect analysis Documentation Priority Entry of the partner concerned Recording of costs etc.

Examples of quality notifications: Complaint against a vendor Customer complaint Internal problem notification Notification concerning problems in production

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© SAP AG 1999

Quality Control: Activities

Implementing variouspreventive, monitoring andcorrective activities.

Specifications from qualityplanning, and evaluations fromquality inspections and qualitynotifications form the basis forquality control.

Quality Control: Activities

Quality planning

Quality inspection



Quality control

Test equipment management

Quality control covers the following functions: Dynamic modification of the inspection scope Statistical process control (SPC; control charts, results history) Quality scores (cp value, cpk value) Vendor evaluation Quality-related costs Evaluations

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© SAP AG 2001

Managing master data as wellas planning and processingcalibration inspections for testequipment.

Quality Planning

Quality Inspection

Quality Certificates


Quality Control

Test EquipmentManagement

Test Equipment Management: Activities

The test equipment management function covers: Creation and management of test equipment master data Calibration planning functions (for example, definition of calibration cycles) Calibration inspection functions (for example, inspection specifications) Calibration inspection processing Test equipment tracking

Test equipment management uses functions from the Plant Maintenance (PM) component.

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© SAP AG 2001

Procurement Production Sales Service

Recording quality-related costsRecording quality-related costs

Calibrating test equipmentCalibrating test equipment

Processing inspectionsProcessing inspections

Processing physical samplesProcessing physical samples

Recording and processing problemsRecording and processing problems

Certifying product qualityCertifying product quality

Analyzing and evaluating quality dataAnalyzing and evaluating quality data

Statistical process controlStatistical process control

QM in the Logistics Supply Chain

The individual QM functions are active throughout a company's logistics supply chain. Processing inspections: For example, at goods receipt, during production, and at goods issue Calibrating test equipment throughout the entire logistics supply chain Processing physical samples in the process industry Recording and processing problems in the logistics supply chain using of quality notifications Creating certificates to verify product quality from procurement to the sales and distribution Recording quality-related costs in procurement, production, and sales and distribution using QM orders

Statistical process control with the help of control charts and the results history Analyzing and evaluating quality data.

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© SAP AG 1999

Competitive advantage

Productivity

Process improvement

Defect preventionCustomer satisfaction

Planning support

Standardizationof processes

Automation of information flow

... ...

QM

Cost reduction

Uses and Benefits of the QM Component

The QM component provides advantages for your company at various levels, for example through: QM integration in the overall SAP concept Access to data that has already been maintained (such as customer master, vendor master) Standardization of processes Automation of the information flow (using the Workflow) Planning support (for example provision of inspection plans) Process improvement (for example by monitoring processes and implementing corrective tasks in quality notifications)

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© SAP AG 1999

The QM component and the supporting basic andcross-application functions allow you to fulfill the keyrequirements of QM systems.

The QM functions are integrated in different areas ofthe logistics supply chain.

The QM component covers quality planning, qualityinspection, quality control, quality certificate, qualitynotification and test equipment management functions.

Basics: Unit Summary

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Data for the Exercises

Explanation of Symbols in the Exercises and Solutions

Exercises

Solutions

Course Objectives

Business Scenario

Tips & Tricks

Warning

Data Used in the Exercises Data Type Data in the Training

System Plant 1000

Plant 1100

Vendor 1000

Ship-to party 7777

Sampling procedure FIX5-0

Master inspection characteristic CH01-##

Class characteristic N-004

Inspection plan for material in GR T-BQ3##

Inspection plan for material in GR T-TQ1##

Inspection plan for material in GI T-FQ1##

Routing for material T-BQ5##

Work center T-P##

Work center Electrical

Master recipe for material TAB##

Material master T-BQ1##




Material master T-HT2##

Material master T-FQ1##

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Batch FQ1##

Material master T-TQ1##

Batch TQ1##

Certificate profile QINTER_01_##, Version 1

Certificate profile QCert170_##, Version 1

Equipment T-MA##

Equipment T-MD##

Country-specific data

Plant (discrete manufacturing) 1000

Storage location (discrete manufacturing)

0001

Plant (process manufacturing, SD) 1100

Sales organization (process manufacturing, SD)

1020

Distribution channel (process manufacturing, SD)

22

Division (process manufacturing, SD)

00

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Basics: Exercises

Unit: Basics Topic: Basics

At the conclusion of these exercises, you will be able to:

• Describe the central functions in logistics and their use in QM

• Evaluate QM-relevant data using the information system

Within the logistics applications, you require central functions that you can use in different areas, for example, Materials Management, Production, or Quality Management. You also want to evaluate QM-relevant data in respect to certain criteria at the end of the month.

1-1 Central Functions in Logistics

Make a note of functions that support QM within the logistics applications of the SAP System.

____________________________________________________________

____________________________________________________________

____________________________________________________________

____________________________________________________________

Which menu path do you use to access these functions?

____________________________________________________________

1-2 Material Analysis and SAPoffice

(C) SAP AG LO170 3-26

At the end of the month, you need an overview of the quality scores for materials at goods receipt. Using material T-BQ4##, create this material analysis for the inspection lots using the SAP Information System.

Which menu path do you use to access this material analysis?

____________________________________________________________

Analyze the data and create a graphic with the materials and quality scores. Send this graphic to another group (user LO170-##).

(C) SAP AG LO170 3-27

Basics: Solutions

Unit: Basics Topic: Basics

1-1 Central Functions in Logistics

Logistics → Central Functions

• Classification System

• Variant configuration

• Batch valuation

• Document management

• Engineering change management

• Engineering

• Mass maintenance

1-2 Material Analysis and SAPoffice

Information Systems → Logistics → Quality Management → Key Figures → Material → Inspection Lots → Quality Scores

On the selection screen Material Analysis: Quality Scores: Selection, you can define the characteristics for analysis (material, inspection type, plant) and the analysis period.

Perform the material analysis for the following data:

Field name or data type Values

Plant 1000

Month Keep default values

Start the analysis by choosing the pushbutton Execute or the F8 function key.

The basic list appears for the material analysis of the quality scores. The first column of the basic list displays the characteristic, the other columns display the key figures for the characteristic. You can display the other characteristics for analysis by double clicking on a row below the sum in the characteristic column.

You can display the graphic by choosing the pushbutton Graphic or the F5 function key.

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In the graphic, a maximum of 6 key figures can be displayed simultaneously. If necessary, select the key figures that should be displayed in the graphic.

You can send the graphic to another user in the system. To do this, choose Graphic → Send in the graphic. The screen Send documents appears. Enter the following data:


Recipient LO170-##

By choosing the pushbutton Send, the graphic is sent to the recipient.


© SAP AG 2001

QM in the Logistics Supply Chain

Contents:

Overview of QM in the Logistics Supply Chain

QM in Procurement

QM in Production

QM in Sales and Distribution


© SAP AG 1999

The use of the QM component in differentcompany processes

The options for using the QM component in yourcompany


QM in Log. Supply Chain: Unit Objectives


© SAP AG 2001

Functionsin Detail


Basics

Course Overview

mySAPWorkplace

Navigation

4



© SAP AG 1999

Buyer:“How do I choose asuitable vendor?”

QM Project Manager:“How can we guarantee thequality across alldepartments?”

SAP Consultant:“Lets look at QM inthe logistics supplychain”

Production Manager:“Which productscause problems?”

Salesman:“How manycomplaints arethere?”

QM in Log. Supply Chain: Business Scenario

A panel in the company is discussing the options for using QM functions.


© SAP AG 1999

Overview of QM in the Logistics Supply Chain:Objectives

The use of the QM component in the logisticssupply chain

The planned and event-controlled QM processes

The information management system in QM

At the conclusion of this topic, you will be able toexplain:


© SAP AG 1999

Sales order Materials planning

Procurement

Storage Customer service

Productionplanning

ServiceShippingMaterialsManagement

ProductionSales

Production

Delivery

From Sales Order to Customer Service

Processes in the Company

Different departments in a company process a product throughout its life cycle. The procedures differ, depending on the production process (for example, production operations that are processed externally).

The integration of the quality management processes and the exchange of information between individual areas within the company form the basis for achieving customer satisfaction.

The integration of the QM component in SAP business processes allows you to process inspections (such as, goods receipt inspections, inspections during production or inspections for stock transfers and delivery), and to record data relating to product quality (such as, management of customer specifications for a product or inspection results) throughout the logistics supply chain.


© SAP AG 2001

Sales order

Materials planning

Procurement

Storage Customer service

Production Planning

ServiceShippingMaterialsManagementProductionSales

Production

Delivery

21

3

78

4 6

5

Influence of Quality Management

QM in Company Processes

The QM component can be integrated in all areas of the logistics supply chain. Prerequisite for this is that you make the relevant Customizing settings in QM.

If QM is in use in your company and you identify poor-quality goods or services, you can suspend a process until the problem is resolved.

Examples of the influence of quality management in the logistics supply chain: Sales: Entry of customer-specific inspection specifications Materials planning: Availability of production resources and tools Production: Inspections during production (with integrated reference operation sets and inspection operations in the routing or master recipe)

Materials management: Goods receipt inspections, vendor evaluation, and inspection stock Stock-keeping: Inspection of stock transfers, stock monitoring (for example, of shelf-life) Shipping: Inspection of the delivery Service: Use of quality notifications (for example, to process complaints)


© SAP AG 1999

Customer/material specificationsCustomer-specific insp. specificationsBatch determination

Materials planning

1

ProductionSales

Sales order

QM in Sales & Distribution (Sales Order)

QM

You can store quality-relevant information for the customer/material combination (customer information record). This information can then control QM activities in SD (such as, goods movements, creating certificates and so on).

On the basis of the sales order, you can also include customer-specific inspection specifications. For batch determination, the system can access the recorded inspection results.


© SAP AG 1999

Sales order

Procurement

Production

Productionplanning

Materials planning

2

Materials ManagementProductionSales

QM in Production (Materials Planning)

QM

Consideration of the duration of the goods receipt inspectionRelease of production resources/tools

During production planning, you plan the inspection-relevant operations. These operations are taken into account for material requirements planning (for example, duration of a goods receipt inspection). The material is then available in good time for production.

If the functions for test equipment management are active, you can use them to control the release of production resources and tools.

You can display planned receipts in inspection stock in the MRP list.

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© SAP AG 2001

Production

Storage

Inspections during productionStatistical process control (SPC)Complaints processing (internalproblem notifications)GR from production orderPartial lot creation

3

QM in Production

QM

Production

By integrating the QM component in the production process, you can monitor and document the quality of goods as they are produced. When a production or process order is released, an inspection lot is created automatically for an inspection during production.

The QM component provides various statistical and graphical procedures for statistical process control (SPC), such as: Control charts Histograms

The quality notification allows you to document and process any problems that occur. For example, quality notifications can be created automatically, if during an inspection you identify that the specification limit has been exceeded.

The posting of a yield from a goods receipt to the warehouse can be automated (control key in the operation; automatic milestone confirmation, and backflushing). In addition, when goods are received in the warehouse, stock-relevant inspection lots can be created.

During the course of a quality inspection, you can split materials into batches and partial lots.

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© SAP AG 2001

Production

Storage

ShippingMaterials ManagementProduction

4

Goods receipt inspectionsSource inspectionsControl of the procurement processesComplaints processingCertificate and QM systemVendor evaluation

Procurement

QM in Procurement

QM

You require externally supplied materials to produce certain goods. If QM is active in procurement, you can use quality-related vendor/material information to control the supply relationships, for example: Vendor evaluation, invoice block Vendor release Certification

The QM data recorded in procurement for a goods receipt provides the purchasing department with the required information to evaluate vendors. This information includes the results of the goods receipt inspection, complaints about the goods, and audit results.

If necessary, you can block the delivery of goods from a vendor as a result of the GR inspection results.

The quality information record in procurement controls whether a source inspection or a goods receipt inspection takes place for the vendor's goods. If a source inspection takes place, there is no GR inspection.

If the vendor has a QM system, this information is also stored in the vendor master record (screen 'Control'). As a customer, you define your requirements for the vendor's QM system in the material master.

If a certificate is to be sent with the delivery, this information is stored in the material master. Complaints (complaints against a vendor) are processed using quality notifications.

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Procurement

Production


Transfer of stock between plantsGR inspection from production

Storage

5

QM in the Storage Process (1)

QM

Following a stock transfer within the company (for example, a goods movement between plants, or from warehouse to warehouse), you can use the QM functions to inspect the goods according to the required characteristics.

For a goods receipt from production into the warehouse (inspection lot origin 04), you can carry out a goods receipt inspection and subsequently release the goods.

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Procurement

Production


Storage

6

Recurring inspections of batchesInspections for goods movements

QM

QM in the Storage Process (2)

The QM component allows you to plan and implement the monitoring of deadlines for materials (for example, for goods with a shelf-life expiration date).

You define the inspections that are to take place for a material in the material master.

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Customer service

ServiceShippingMaterialsManagement

Delivery

7

Inspection for deliveryGoods issue inspectionsQuality certificatesCustomer complaints

QM

QM in Shipping

When goods are delivered, characteristics (for example, those specified in the sales order) are inspected. These values, (for example, specified in the variant configuration) can also be copied into the production order and used as inspection specifications.

If required, you can create quality certificates that contain data for the finished product or for materials in the production chain.

Customer complaints can be recorded and processed using quality notifications.

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Delivery

ServiceShipping

8

Customer service

Complaints processingInspections for customer returns

QM

QM in Service

You can record customer complaints (that have been received by the shipping or service departments) in quality notifications and forward them to the department responsible for further processing.

If goods are returned, you can inspect them and then analyze and document any defects and take appropriate corrective action.

The SAP System provides additional service management functions in the Customer Service (CS) component.

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Logistics Supply Chain

QM Processes in the Logistics Supply Chain

Planned Processes

Event-Controlled Processes

Information Management

QM processes can be triggered by different events. Standard processes (for example, inspections during production, goods receipt inspections) are planned in advance and are triggered regularly.

Event-controlled processes occur spontaneously (such as defects in production, damaged goods at goods receipt); the problems that occur can be recorded and processed in a quality notification.

In addition, you can monitor critical values using the information system and if necessary, trigger tasks via the Workflow. The data collected in planned and event-controlled processes (such as, the number of complaints) is evaluated in the information system.

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Decision

Usage decision

What is to happen tothe goods?

Inspection

Results recording Defects recording

What are theinspection results?

Request forinspection

Inspection lot Inspection instruction Sample-drawing

instruction

What and how muchmust be inspected?

Goods movementsOrdersDeadline monitoring

What triggers aninspection?

Planned Processes


Cause

An inspection can be triggered at different stages in the logistics supply chain. This leads to the creation of an inspection lot.

Triggers can include: Goods movements (goods receipt, stock transfer, goods issue) Orders (production orders, maintenance orders, delivery) Deadline monitoring (batch monitoring) Source inspections

The inspection lot forms the basis for inspection processing. It contains all the data for the inspection (such as material, order, inspection specifications, inspection lot size, quantity to be inspected, or, if required, QM order).

You record inspection results for this inspection lot. The usage decision specifies whether the goods are accepted or rejected, based on the results of the inspection.

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Complaintagainst vendor

Customer complaint

Internal problem notification

Problem

ServiceShippingProductionProcurement

NotificationDefectsDamage

Event-Controlled Processes

In addition to the standard processes, there are event-controlled processes in the logistics supply chain, which are triggered when problems occur.

You record, analyze, and document these problems in quality notifications and forward them to the departments responsible for further processing.

You can define follow-up actions that help resolve problems quickly.

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QMInformation

System

Early Warning System

Analysis/Evaluations

Product qualityx

x$

7865Defect

Problem notifications

Results from

quality inspections

Information Management

The Early Warning System (EWS) in the Quality Information System (QMIS) allows you to monitor critical values. If, for example, the quality score drops below the specification limit of 70, a Workflow is automatically triggered.

The data in the Information System is updated continuously with results of the standard and event-controlled processes.

The monitoring process is supported by different types of analyses (for example, trends, threshold values, and so on).

If the predefined critical tolerances are exceeded, the system can automatically trigger follow-up actions (for example, sending a message to the Production Manager).

You can compare the data with preplanned scores. You can also define your own analyses based on characteristics and scores.

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QM in the Logistics Supply Chain, Introduction: Exercises

Unit: QM in the Logistics Supply Chain Topic: Processes in Quality Management


• Describe the use of Quality Management within the logistics supply chain

• Print the specifications for the process flow of the quality inspection on the inspection instruction

You want to implement Quality Management in your company. During project preparation, you want to analyze the use of QM in the logistics supply chain. You use the demo examples (for example, processes in the model company IDES) to understand the process flow of a quality inspection.

1-1 Integration of QM in the Processes of a Company

Note where Quality Management is used in the logistical processes of a company.

____________________________________________________________

____________________________________________________________

____________________________________________________________

____________________________________________________________

____________________________________________________________

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1-2 Shop Papers for Quality Inspection

Inspection lots already exist in the system. Display the inspection lot data record for your material T-BQ1##. Note the inspection lot number and print the inspection instruction for the inspection lot. Display the inspection instruction in the print spool.

Inspection lot number:________________________________________________

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QM in the Logistics Supply Chain, Introduction: Solutions

Unit: QM in the Logistics Supply Chain Topic: Processes in Quality Management

1-1 Integration of QM in the Processes of a Company

Examples of where Quality Management is used in the logistical processes of a company:

• Goods receipt inspection, source inspection

• Inspection during production

• Inspection at stock transfer

• Goods issue inspection at delivery

• Returns inspection at return delivery

• Processing of problem messages

1-2 Shop Papers for Quality Inspection

Logistics → Quality Management → Quality Inspection → Inspection Lot → Editing → Display

The screen Display Inspection Lot: Initial Screen appears. Use the field-related input help (F4 help) to select your inspection lot.

You can limit the value range for the search help to certain criteria. Limit the value range using the material. Enter the following data on the tab page Material:


Material T-BQ1##

Plant 1000

Exit the selection screen by using the return key. The system displays an overview of the selected inspection lots. You double click on the inspection lot number to copy this number to the field Inspection lot on the initial screen.

After choosing the copy icon, the inspection lot data record appears.

The inspection lot data record contains general data, for example, the inspection type or system status. On the single tab pages, there is specialized data for the inspection lot, for example, the inspection lot quantities or inspection specifications.

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By choosing the pushbutton Inspection instruction, you can print this in the print spool. Exit the transaction by choosing the F3 function key.

You can also automatically create the inspection instruction and print it on a certain printer by making specific system settings. If you manually create the inspection instruction, it is printed after you leave the transaction.

Display the Inspection Instruction

System → Own spool requests

An overview of the spool requests is displayed in a second session. Select the spool request and display it by choosing the pushbutton Display contents or the F6 function key.

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© SAP AG 1999

QM in Procurement: Objectives

The procurement processes from a qualitymanagement standpoint

Inspection and certificate processing at goodsreceipt

The use of the quality info record in procurement


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QMactivities

Managing material/vendor informationEvaluating, releasing, and selecting vendorsManaging quality documentsControlling source inspectionsProcessing complaints against a vendorCertificate processing/Quality data exchange

QM in Procurement

In procurement, the QM component has functions for managing, controlling, and processing the following objects, based on: Material Material and vendor Vendor and manufacturer

QM in Procurement Processes the evaluation, release, and selection of vendors (for example, release of a vendor for specific quantities, for a specific period, for a material)

Manages quality documents (for example, technical delivery terms) Controls whether a source inspection or a goods receipt inspection is to take place Processes complaints against a vendor

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© SAP AG 2001

Procurement Chain

ReleaseTechn. delivery terms Quality assurance agreement

Request(RFQ)

QM systemVendor evaluation

Vendorselection

ReleaseTechn. delivery terms Quality assurance agreementCertificate reqmt.SourceinspectionQuality info recordVendor/manufacturerrelease

Purchase orderCertificate reqmt.Quality dataexchangeInspection stockGR insp. lotsPhys.-samp. drawingDynamic modificationVendor blockComplaintsPayment blockQuality costs

Goods receipt

QM is integrated in different stages of the procurement process. You define automatic decision-making criteria to ensure that your company receives high-quality goods (for example, vendor evaluation, goods receipt inspection). If, for example, a vendor’s goods are blocked as a result of poor quality, the system does not propose this vendor and marks them as blocked. In addition, the inspection scope can be controlled using dynamic modification, based on the quality of the delivered goods.

The quality information record for procurement contains data relating to the vendor release, certificate control, certification, and quality assurance agreements.

You can use a vendor/manufacturer release to ensure that a vendor only delivers goods from a specific manufacturer.

You define a certificate requirement for a material by using an indicator in the material master. For example, QM in procurement controls whether:

The goods are posted to inspection stock Inspection lots are created at goods receipt The delivery or invoice is to be blocked as a result of a complaint (such as a missing certificate)

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MaterialDocument

Management System

Technicaldelivery terms

VendorPurchasing

Vendor Request for Quotation (RFQ)

QM

The technical delivery terms for a material are stored in the Document Management System (DMS) and can be included in a request for a quotation that you send to the vendor.

The technical delivery terms are assigned to the material via the additional data in the material master record. An assignment to the vendor (assigned documents to the creditor) is equally possible.

Information relating to QM in procurement is stored in the QM view of the material master and in the quality information record.

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Purchasing

GRBates

Martin

ComplaintQty.

AuditPrice

85 10 1.50 88

93

70

5

20

1.80

1.95

92

78

QM

Material: 60 - 100F

Martin

Baxter

Quality Criteria for Vendor Selection

From the quality information stored about a vendor or manufacturer for a particular material, the purchasing department can draw on quality-related information in addition to the standard criteria (such as price etc.) to select a vendor.

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© SAP AG 2001

Purchase order1

2

VendorMaterial Procurementquality info

record

Purchase Order

You store the quality-based control information for the combination of vendor or manufacturer and material in the procurement quality information record: Release periods Release quantity Release status type (model, vendor of regular deliveries etc.) Inspection control Certificate Processing

You can use the procurement quality info record to block a vendor from making a delivery (time-based, quantity-based, or unconditionally).

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Source Inspection

Insp. start =Delivery date -Lead time Procurement

quality inforecord:Source inspectioninstead of GRinspection

Insp. start=

Delivery date

Purchase order- delivery date

Sourceinspection

Goods receipt- delivery date

Purchase order- delivery date

Goods receipt- delivery date

Procurementquality inforecord:- Inspection type- Lead time

Insp. lot

Insp. lot

Insp. lot

In addition to inspecting the goods upon receipt, you can also have the goods inspected at the vendor's premises and released for delivery to your company.

You store the corresponding control and scheduling information in the procurement quality info record.

During the source inspection the results recording can take place on the Internet. The goods receipt inspection or source inspection can be triggered once a purchase order has been issued for the goods and the delivery date has been determined.

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Inspection

lotOK

OK

Inspection

Unrestr.-use stock

Q-notification

Inspection lot

Inspection stock

Vendor

Goods receipt

Processing Inspections at Goods Receipt

When goods are received, an inspection lot (with origin 01) is created for the goods based on the available information (such as the procurement quality info record, inspection specifications, current quality level, and so on).

If QM in procurement is active for a material, the system checks whether the QM system entered for the vendor in the vendor master record or procurement quality information record is certified and whether this system complies with the QM system requirements that are defined in the material master. If this is the case, no inspection lot is created and the goods are posted directly to the warehouse (skip for certified vendor). The procedure for goods receipts and the inspection skip for certified QM systems is allowed for the combinations: Material + vendor and material + vendor + manufacturer

The goods are posted to inspection stock and are released for use or blocked, depending on the inspection results and the usage decision.

In addition to the basic inspection processing activities, there are various procedures for optimizing the scope and frequency (dynamic modification) of the goods receipt inspections.

You can use quality notifications to document any problems that you identify when recording defects or inspection results. You can forward these problems to the relevant departments for further processing.

Automatic payment of an invoice for a delivery can be prevented if the goods are currently being inspected or if the usage decision is a rejection.

In Customizing, you can define that automatic follow-up actions (such as inventory posting, creation of a quality notification) are to be triggered by the usage decision.

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© SAP AG 1999

Quality Certificates at Goods Receipt

Opticalarchive

Certificates

Missingcertificates

Certificates

Certificate?No!

Certificatemissing

Goods receipt

Reminder

COA

You can monitor the receipt of a quality certificate with and without inspection lot processing, independently of the time of goods receipt. You can store the quality certificate in the optical archive.

The incoming certificate is filed in the optical archive first as a document, document type. The system sends this information to the inbox of the employee responsible for processing using the Workflow. The document can then be checked and stored as a quality certificate in the optical archive, or assigned to a purchase order.

Prerequisite for enhanced certificate processing: The Enhanced certificate processing indicator must be set for the certificate type.

You can send reminders for missing certificates. The system supports the following scenarios for certificate receipt:

Certificate receipt before goods receipt Certificate receipt with goods receipt Certificate receipt for purchase order item without inspection lot after goods receipt Certificate receipt for purchase order item with inspection lot after goods receipt Certificate receipt for purchase order item with inspection lot after the usage decision

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© SAP AG 2001

Electronic Transmission of Certificates

Order

DeliveryCertificate creation

Purchase order

Goodsreceipt

Certificate

Insp.lot

Goods issue

Vendor Vendor

Customer Customer

Purchase order

Resultstransfer

You can electronically send and receive quality certificates for a delivery. The quality certificate is electronically transferred to the certificate recipient using EDI (Electronic Data Interchange: This is a company-wide, electronic means of exchanging data. The data is formatted according to certain standards). The technical transfer can be performed directly using EDI or the Internet.

Certificate creation occurs in a similar way to the printing of the certificate for the delivery. The quality certificate is created as a PDF file and packed in an intermediate document (IDoc). During electronic certificate receipt, a certificate record is updated from the incoming IDoc and the quality certificate is stored in the optical archive. As a result, you no longer have to scan the certificate and manually maintain the certificate record.

From Release 4.6C, the quality certificate can be electronically transferred with the formatted data. This allows an automatic transfer of results from the certificate to an inspection lot. In addition to outbound deliveries, electronic certificates can also be created for a batch or an inspection lot. This means that the exchange of quality data is not linked to a purchase order or delivery and it makes it easier to use the results of external quality inspections in your own system.

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© SAP AG 2001

Handling Unit Management

Handling units:Describe how materials are tobe packaged

Have an identification number(for example, EAN 128)

Have a history

Simplify processes in the supplychain

Handling units allow:Goods movements withoutmaterial numbers

Customer-specific packaging

Inventory control using handlingunits (HUs)

You can use Handling Unit Management to depict a type of logistics management that is based on packaging in the SAP System. In this type of logistics, you focus on the movements of handling units (HUs) containing several materials, rather than tracing the movements of the individual materials themselves. Basing logistics processes on handling units results in simplified processing of goods movements, which in turn optimizes processes in logistics.

Handling units contain all inventory information for the materials that are packed in them, including inventory management information, if the materials are managed with Inventory Management. Status messages, that can be called at any time, indicate whether a handling unit is planned or notified, or if it is in the warehouse or has already been posted as goods issue. Additionally, the integrated history function records every business transaction in the handling unit's life cycle, meaning that any movements or development of the unit can always be monitored and analyzed.

Definition: A handling unit is a grouping of physical goods consisting of: Packaging materials (for example, pallets, boxes, vacuum packaging, containers) Goods (that have to be transported and stored, for example)

Each handling unit has an identification number on the basis of which information can be read.

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© SAP AG 2001

Quality Inspections Using Handling Units

Invoice

Material A

Usagedecision

Blocked because ofquality inspection

Invoice

Material A

Purchase order

Inspection lot

Inbound delivery / ASNwith HU numbers

HU no. 69179HU no. 69180

HU no. 69181

123456

123456

123456

HU no. 69179HU no. 69180

HU no. 69181

123456

123456

123456

Posting the HUs

At goods receipt, you can create inspection lots on the basis of handling units before the goods receipt has even been posted. The inspection stock is managed by the handling unit, not by the inspection lot. This provides greater flexibility when dealing with the stock. Inspection stock is also released on the basis of handling units.

ASN: Advanced Shipping Notification

The quantity of goods in inspection stock is not managed by the inspection lot, but rather by the handling unit. Whenever you post a goods movement while processing an inspection lot, the system determines which handling units are currently assigned to the lot and proposes them for the transfer posting.

Since transfer postings are triggered directly by the handling units, the system always checks whether the postings are allowed. In this way, for example, you can allow transfer postings within inspection stock and block the delivery of handling units in inspection stock to customers.

The system can automatically create an inspection lot for a handling unit for the following goods movements or events:

Packing upon receipt of delivery (inspection type 01)

• Packing of finished products during production (inspection type 04)

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QM in the Log. Supply Chain; QM in Proc.: Exercises

Unit: QM in the Logistics Supply Chain Topic: QM in Procurement


• Process inspection lots in connection with a goods movement during procurement

• Record the certificate receipt for a purchase order independent of the goods receipt for the purchase order in the system

You use Quality Management in your company during procurement. Inspection lots should be automatically created when goods receipts are posted.

When required, you record only defects for some materials at goods receipt. As a result, you only need defect codes for these materials and not inspection characteristics.

For materials that are procured externally, you always expect the vendor to supply a certificate.

The usage decision completes the stock-relevant inspection lots and performs the quantity posting.

1-1 QM at Other Goods Receipts

In addition to goods receipts for the purchase order or order, you can post goods receipts in the SAP System without referring to another document. For such goods receipts, for example at the initial entry of stock balances or during a free delivery, an inspection type for inspection lot origin 05 is used in QM.

1-1-1 Inspection Setup in the Material Master

You define the basic settings for the process flow of the quality inspection in the inspection setup of the material master (QM view).

Note the most important settings for your material T-BQ4## in plant 1000 for inspection type 05.

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Indicator Setting

Set Not set

Value

Post to insp. stock

Insp. with mat spec.

Insp. with task list

Skips allowed

Inspection percentage

1-1-2 Posting Another Goods Receipt

Record a goods receipt for material T-BQ4## with movement type 501 in plant 1000 without reference to a purchase order. You have received 100 pieces of this material.

Note the material document number.

______________________________________________________

1-1-3 Displaying the Inspection Lot

An inspection lot was automatically created when the goods receipt was posted. Display this inspection lot and note the stock. Use the material document number to select the inspection lot.

Stock: Unrestricted use:______________________________

Quality inspection:______________________________

Reserved:___________________________________

1-2 Inspection Completion and Stock Posting with the Usage Decision

Since you have not detected any defects in the goods, you can complete the inspection using the usage decision and perform a stock posting.

1-2-1 Usage Decision for the Inspection Lot

Make the usage decision for your inspection lot. Use the selected sets available in the system for usage decisions, and choose UD code A2.


Display your inspection lot again after making the usage decision and note the stock.

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Stock: Unrestricted use:______________________________

Quality inspection:______________________________

Reserved:___________________________________

2-1 QM at Goods Receipt for the Purchase Order

For certain materials, you expect a certificate from the vendor for delivered goods. This certificate does not always arrive with the delivered goods. The certificate can sometimes arrive before the goods receipt.


Note the most important inspection setup data for your material T-BQ3## in plant 1000 for inspection type 01.

Indicator Setting

Set Not set

Post to insp. stock

Insp. with mat spec.

Insp. with task list

Automatic assignment

Insp. by charac.

Skips allowed

2-1-2 Recording the Certificate Receipt

The certificate for the ordered material T-BQ3## arrives before the goods in your company. Record the certificate receipt for your purchase order.

Select your purchase order using material T-BQ3##.

2-1-3 Posting the Goods Receipt for the Purchase Order

Record the goods receipt for the purchase order of material T-BQ3## with movement type 101 and plant 1000.

Select your purchase order using material T-BQ3##.

Note the material document number.

______________________________________________________

2-2 Results Recording and Usage Decision

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An inspection lot was created when the goods receipt was posted. The inspection is performed according to the specifications in the inspection plan because of the inspection setup in the QM view of the material master.

2-2-1 Results Recording for the Inspection Lot

Use the worklist for results recording to select your inspection lots for material T-BQ3##. Record a defective part for the inspection characteristic.


Make the usage decision for your inspection lot. Use the selected sets available in the system to make the usage decision. Choose the UD code Return to vendor because of the defective unit.

3-1 Complaints Against the Vendor

The vendor has often delivered defective parts. Create a quality notification that refers to the last delivery.

3-1-1 Creating Complaints Against the Vendor

Which notification type is used for complaints against the vendor?

______________________________________________________

Which material document number do you use as a reference for complaints against the vendor?

Number:______________________ Item:______________

3-1-2 Subject for Complaint Against the Vendor

Note the subject of the complaint against the vendor. To do this, use the subjects defined in the system as coding. You can extend the subject in the notification by using additional descriptions.

3-1-3 Contact Partner and Priority

You must define the contact partner to continue processing the complaint against the vendor. In addition to the vendor, you must define the contact partner in your company for this complaint against the vendor.

Enter your user LO170-## as the contact person for the complaint. You want the vendor to respond quickly to this complaint. As a result, you assign the priority high to the vendor complaint.

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QM in the Log. Supply Chain; QM in Proc.: Solutions

Unit: QM in the Logistics Supply Chain Topic: QM in Procurement

1-1 QM at Other Goods Receipts


Logistics → Quality Management → Quality Planning → Logistics Master Data → Material → Display

The initial screen for displaying a material appears. Enter material number T-BQ4## in the Material field for your material. ## is your group number.

Choose enter or the pushbutton Select view(s) to exit the initial screen. Select the Quality Management view on the following screen Select View(s). If necessary, use the scroll bar. Choose enter or the pushbutton Organizational levels to exit the selection screen.

Since a lot of data is maintained in QM with reference to a certain plant, you must enter the plant before you can continue to the Quality Management view. Enter plant 1000 and choose enter to exit the screen.

The Quality Management view of the material master for material T-BQ4## appears in display mode. Choose the pushbutton Insp. setup to display the inspection setup for material T-BQ4## in plant 1000. The inspection types are displayed that are assigned to this material. In the lower screen area, detailed information on the selected inspection type is displayed.

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The following settings are valid for inspection type 05 of material T-BQ4##.

Indicator Setting

Set Not set

Value

Post to insp. stock X

Insp. with mat spec. X

Insp. with task list X

Skips allowed X

Inspection % 10

1-1-2 Posting Another Goods Receipt

Logistics → Materials Management → Inventory Management → Goods Movement → Goods Receipt → Other

Enter the following data on the screen Enter Other Goods Receipts: Initial Screen :


Movement type 501

Plant 1000

Storage location 0001

Exit the initial screen by choosing return or the Enter pushbutton. The item overview appears for recording other goods receipts. Enter the following data:


Material T-BQ4##

Quantity 100

The unit of entry (UnE) is copied from the material master. The storage location is copied from the initial screen for entering other goods receipts.

Save your entries and note the document number.


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The number of the inspection lot that was last processed in the system is displayed in the field Inspection lot. You can also use the field-related input help (F4 help) to select your inspection lot. Place the cursor in the field Inspection lot and choose the F4 function key. A screen appears on which you can enter data for inspection lot selection on different tab pages. Choose the tab page Goods movement and enter the document number from exercise 1-1-2 in the field Material document.

By choosing enter, the system selects inspection lots based on the selection conditions and displays them. Copy the inspection lot number to the field Inspection lot with a double-click. Exit the initial screen for displaying the inspection lot by choosing the return key. The Display Inspection Lot screen appears, and you choose the pushbutton Stock to switch to the stock overview. The following stock exists:

Unrestricted use: 0

Quality inspection: 100

Reserved: 0

Since the indicator Post to insp. stock has been set in the inspection setup in the material master, the total goods receipt quantity was posted to the Quality inspection stock.

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1-2 Inspection Completion and Stock Posting with the Usage Decision


Logistics → Quality Management → Quality Inspection → Inspection Lot → Usage Decision → Record

Enter the inspection lot number on the initial screen Record Usage Decision. If necessary, you can also find the inspection lot number as described in exercise 1-1-3.

Exit the initial screen by choosing the F5 function key or the return key. Since this is an inspection lot without planned inspection characteristics, the screen Record Usage Decision: Defect Overview appears. Make the usage decision with UD code A2. Select this UD code using the field-related input help. Save the usage decision.



Enter the inspection lot number, and choose the return key to display the inspection lot. Choose the pushbutton Stock to switch to the stock overview. The following stock exists:

Unrestricted use: 100

Quality Inspection: 0

Reserved: 0

2-1 QM at Goods Receipt for the Purchase Order


Logistics → Quality Management → Quality Planning → Logistics Master Data → Material → Display

The initial screen for displaying a material appears. Enter material number T-BQ3## in the Material field for your material. Exit the initial screen by choosing return or the pushbutton Select view(s). Choose the Quality Management view and navigate to the inspection setup for material T-BQ3## in plant 1000. The following settings apply to inspection type 01 (inspection at goods receipt for a purchase order) for this material.

Indicator Setting

Set Not set

Post to insp. stock X

Insp. with mat spec. X

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Insp. with task list X

Automatic assignment X

Insp. by charac. X

Skips allowed X

2-1-2 Recording the Certificate Receipt

Logistics → Quality Management → Quality Certificates → Incoming → Create

On the screen Create Quality Certificate Receipt: Initial Screen, you can now create the incoming quality certificate with reference to the purchase order. Select the purchase orders for your material T-BQ3## by using the field-related input help (F4 help) in the Purchase order field. On the tab page Purchasing documents for material, enter your material number T-BQ3## in the field Material and plant 1000 in the Plant field. Start the selection by choosing the pushbutton Start search. The overview of purchasing documents is displayed and you can copy the purchasing document to the field Purchase order with a double-click. Exit the initial screen by choosing the pushbutton Certificate data or the return key.

In the certificate details, the system proposes the status Certificate received in the field Certificate status. The data for the vendor and material were copied from the purchasing document. Save the certificate receipt.

2-1-3 Posting the Goods Receipt for the Purchase Order

Logistics → Materials Management → Inventory Management → Goods Movement → Goods Receipt → For Purchase Order → PO Number Known

The overview screen for the goods receipt purchase order appears. Select your purchase orders for material T-BQ3## by using the field-related input help (F4 help). On the tab page Purchasing documents for material, enter material description T-BQ3## in the field Material and plant 1000 in the Plant field. Perform the selection and copy the purchasing document to your overview screen with a double-click.

After choosing the return key, the purchase order is copied to the overview on the left side of the screen. Already recorded and posted goods receipts are displayed in this overview. The goods receipt data for the current purchase order is displayed in the screen area on the right. In the header data for the purchase order, general data, vendor data, and data for the partners in the purchase order are displayed on the individual tab pages. The item overview is displayed below the header data and details on the items are displayed in the lower half. If necessary, you can still change data for the single items of the goods receipt in the detail data.

If you have accessed the details for the item, you cannot make changes in the item overview. All changes are made in this case for the details.

Before you can post the goods receipt, the indicator OK must

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be set for the item.

Note the material document number:

_________________________________________________________

In the overview on the left side of the screen, the posted material documents are displayed for your goods receipts.

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2-2 Results Recording and Usage Decision


Logistics → Quality Management → Quality Inspection → Worklist → Results Recording

On the results recording initial screen, you can choose inspection lots according to certain criteria using the selection screen. For inspection lot selection, enter the following data on the tab page Material:


Plant 1000

Insp. lot origin 01

Material T-BQ3##

Choose the pushbutton Execute or the F8 function key to make the selection. The characteristic overview for results recording appears. On the left side of the screen, you can see the worklist, which contains all the inspection lots that correspond to the selection criteria. On the right side of the screen, you can see the characteristic overview in which you can record inspection results.

Record a defective part for the inspection characteristic Sight inspection in the Result field and complete the recording by choosing the return key. Save your inspection result. If a characteristic is rejected, you need to enter an additional inspection description because of the specifications for the inspection characteristic. When you save the inspection results, the system displays a screen in which you can enter an inspection description in the Short text field.



Enter the inspection lot number on the screen Record Usage Decision: Initial Screen. If necessary, you can find the inspection lot number as described in exercise 1-1-3.

Exit the initial screen by choosing the F5 function key or the return key. Since this is an inspection lot with planned inspection characteristics, the characteristic overview screen appears. Make the usage decision with UD code R50. Select this UD code using the field-related input help. Save the usage decision. Since it is a stock-related inspection lot, the inspection lot stock appears when you save. Enter the total inspection lot quantity in the field Return delivery. Enter the reason for the return delivery on the following screen and exit the screen using the return key.

3-1 Complaints Against the Vendor

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3-1-1 Creating Complaints Against the Vendor

Logistics → Quality Management → Quality Notification → Create

The initial screen for creating a notification appears. Use the field-related input help to select Q2 vendor fault list in the field Notification type. Exit the initial screen by choosing the pushbutton Notification or the return key.

On the following screen, you define which document the notification refers. Enter the document number of the goods receipt document from exercise 2-1-3 in the field Material document. You can also use the field-related input help (F4 help) to find this number. In this case, the screen Material Document List appears on which you can enter the required selection criteria for the document. Copy the material document with a double-click. Also enter the item for the material document on the screen, which refers to the complaints against the vendor.

The complaints against the vendor are created with reference to the goods receipt document, this means to the material document with movement type 101, and refers to item 1. Exit the screen by choosing the return key.

The system copies all relevant data from the item for the material document to the complaint against the vendor.

The screen for creating the complaint against the vendor appears.

3-1-2 Subject for Complaint Against the Vendor

Enter the subject of the complaint against the vendor on the tab page Subject. In addition to the coding, you can also enter an extra long text for the subject.

The coding for the subjects occurs in code groups and codes. These are created in a certain catalog type in the system.

3-1-3 Contact Partner and Priority

On the tab page Contact partner, define the contact person for the complaint against the vendor. In addition to the vendor as contact person, you must define the coordinator for the complaint against the vendor. This coordinator is the contact person in your company for this complaint against the vendor. Enter your user LO170-## as coordinator.

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Define the importance of the complaint against the vendor in the field Priority.

Save the notification.

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© SAP AG 1999

The use of QM in production

How to carry out an inspection during productionand its consequences

How to inspect a goods movement, onceproduction has been completed


QM in Production: Objectives

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© SAP AG 2001

Integrating inspection planning/prod. operationsControlling inspections during productionStatistical process control (SPC)Processing internal problem notifications

QMactivities


QM in Production / Process Industry

In production, the QM component provides you with important information about the current quality of the manufactured goods (statistical process control) and if necessary, you can intervene with quality notifications (Workflow link) to implement corrective tasks.

QM inspection planning is integrated in the production planning functions. Inspection operations are included in the routing (production planning in discrete manufacturing) or in the master recipe (production planning in the process industry).

Inspections during production are controlled using the inspection operations that are contained in the routing or the master recipe.

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© SAP AG 2001

GR in warehouseBatch proposalBatchclassificationRelease ofbatch record

Recording ofscrapPartial lot creationValuationBatch classification

SamplecalculationInspectionlot creationApproval procedure

Operations + inspection characteristicsInspection pointsMeasured value + defects recordingSPC control chartsExternally processed operations

OrderRelease

GoodsMovement

InspectionDuring

InspectionOrder

ConfirmationProductionPlanning

Production Chain

In production, the integration of inspection specifications in the routing allows you to record QM-relevant information. The inspection operations are therefore integrated in the work processes of the production chain.

Inspections during production and inspections for external processing are triggered automatically. The control key in the task list operation (such as routing, master recipe, inspection plan) defines whether inspection characteristics are to be used.

Inspection points allow you to repeatedly record results for the same inspection characteristic in one order. You can define the point, at which an inspection is to take place (for example, every two hours, every tenth wire basket, every 100 pieces). Inspection points can be created automatically during order release or manually during results recording.

If some production operations are to be processed externally, the system automatically creates a purchase requisition. You can carry out a quality inspection for the goods receipt that has been created by this purchase requisition.

You confirm the yield and scrap quantity in the PP application. Partial lots enable you to manage several different quality grades in the production process. For production processes in the process industry, you can set the system so that approval of the inspection lot is required before the lot can be released for results recording.

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© SAP AG 2001

Inspection lot 300411

Sample calculation

Order4711

Routing

Oper. 10Oper. 20Oper. 30Oper. 40

Phys.-samp. drawing

Order Release

When an order is released, the system creates an inspection lot with corresponding inspection specifications (for example, sample size, inspection frequency, and inspection characteristics), based on the information contained in the operations of the routing.

If the sample management functions are active, the system also creates the corresponding physical-sample master records when it creates the inspection lot. The planned sampling can be enhanced by unplanned samples.

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© SAP AG 2001

t

Inspection lot 300411

Insp. pt. 1 Charac. Target Actual

Length 50mm 49.8Width 30mm 31.2

Tasks

Automaticdefects recording

Q-notification

Inspection During Production

In quality control, control charts play an integral part in statistical process control (SPC). These charts allow you to monitor the current production process.

You can use control charts for both quantitative and qualitative characteristics. If the action limits are exceeded, the system automatically creates defect records and triggers actions using quality notifications.

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© SAP AG 2001

Creating a Notification for Order Confirmation

Quality notification

Create new quality notification

Change existing quality notification

Confirmationfor the

production order

Quantities

Transaction call

Personnel time

Machine time

Setup time

If you want to create a quality notification for a production order, you can do so from the operation confirmation for the production order.

If notifications already exist for the production order (for example, notifications related to defects recording), then you can process these notifications.

If you are creating a new quality notification, you can freely define the notification type.

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© SAP AG 2001

Inspection for External Processing

Purch. req.

Purchase order

Insp.lotMaterialQuantity

2714Shaft500

:::

10

3040...

Mechanics

Lathe (EXTERNAL)Sand...

Production order: 4713Material: ShaftQuantity: 1000

PP01

PP01PP02

20 Inspect PP04

GRInspection type in order

operationInspection type for material

shaft active

OOP Short text Control key

When operations are processed externally, you inspect the materials upon their return in a goods receipt inspection: The operations are identified by corresponding control keys for external processing. An inspection type is assigned to the operations. This inspection type is activated in the material master of the finished product. When the order is generated, the purchase requisition is used to create a purchase order for the operation to be externally processed.

An inspection lot is created when the goods are received from external processing. You can define special inspection plans for the goods receipt inspection from external processing.

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© SAP AG 1999

Partial lot 1

Partial lot 2

Partial lot 3

DensitypH valueConcentration

1 g/cm3

7.531.7%


1 g/cm3

7.540%


1 g/cm3

7.540%

Batch 2Batch 1

Combination of Partial Lots into Batches

You can create partial lots, based on the confirmation of the results for inspection points. You can assign these partial lots to batches. You can either create a new batch for this assignment or use an existing one.

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© SAP AG 2001

Insp.lot 4713

Current inspection lot 4713

New insp. charac.

TolerancechangeInsp.lot

4712Insp.lot 4711

Production version

Inspection lot overviewMaterialShaft

47124711

4713

No.

Inspection for Repetitive Manufacturing

You can create inspection lots for production versions. However, there can only be one open inspection lot for each production version.

In an inspection during production for production versions (for example, in the automotive industry) you can complete the current inspection lot and create a new lot. This is advisable if the specifications have changed (such as tolerance changes, additional inspections in the rate routing or inspection characteristic).

A new inspection lot can only be created, if the usage decision has been made for the existing inspection lot (this means that the inspection lot has been completed).

You can display existing inspection lots for a production version. You can then determine which inspection lots are currently open and which lots have been completed with a usage decision.

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© SAP AG 1999

Order4711

Insp. stock

Warehouse

Delivery

Goods Movements

When an order is completed, corresponding goods movements are triggered. You can inspect the following:

Goods receipt from production into the warehouse. When the goods are received at the warehouse, they become stock-relevant and are posted to inspection stock. Once the quality inspection has been completed and the goods have been accepted with the usage decision, they can be posted to unrestricted-use stock.

Delivery

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© SAP AG 1999

Early Inspection at Goods Receiptfrom Production

Order processingInspection during production

Ordercreated

Orderrelease

Goodsreceipt

Goodsreceipt

Confirmation &GR posting

UD &stock release

UDEarly inspectionat goods receipt Inventory posting

When a production or process order is released, an early goods receipt inspection lot (inspection lot origin 04) can be generated. This inspection lot is created independently of whether an inspection lot with origin 03 exists for the relevant order.

The early goods receipt inspection provides a new combination for the inspection lot: One inspection lot is created for each combination of order, batch and storage location.

Once the goods have been received, the inspection lot becomes stock-relevant and can be used to manage stock.

Advantages: Inspection lot is created when order is released Independent inspection plan Automatic assignment of batch number at goods receipt Inspection can begin at an early stage

Limitations: Only one inspection lot for each order Only one batch and storage location No direct link between inspection lot and original order

(C) SAP AG LO170 4-61

QM in the Log .; QM in Discr. Manufact.: Exercises

Unit: QM in the Logistics Supply Chain Topic: QM in Discrete Manufacturing


• Perform a quality inspection during production and record inspection results at several points during production

• Create internal error messages when there are problems during production

You use quality inspections during production in your company. During production, parts are taken and inspected at regular intervals. If there are defects, the persons responsible from quality management and production planning should be automatically informed.

1-1 Processing the Inspection Lot

In your company, you work with production orders that are dependent on lot size. The specifications are copied from the routing depending on the quantity to be produced. When the production orders are released, inspection lots are automatically created for the quality inspection during production.

1-1-1 Displaying the Inspection Lot for the Production Order

You work in production at work center T-P##. You use the results recording worklist to select all inspection lots in production that you have to process. Note the inspection lot number and the number of the corresponding production order.

Inspection lot number:_____________________________

Production order:_________________________________

1-1-2 Recording Inspection Results

Record measured values for each inspection operation for at least two inspection points when the worker inspects the planned inspection characteristics.

Note the operations in which a quality inspection is performed in the following table. Also enter the description for the inspection characteristics and the results recording type.

(C) SAP AG LO170 4-62

Operation Short text for inspection characteristic

Recording form

1-1-3 Displaying the Control Chart

Display the control chart for the inspection characteristic Shaft length and record results for another inspection point for this inspection characteristic.

1-1-4 Usage Decision

After all quality inspections have been completed for the production order, you can complete the inspection lot using the usage decision. Make the usage decision for your inspection lot by choosing a suitable UD code.

2-1 Routing and Specifications for the Quality Inspection

Display the standard routing for material T-BQ5##. Which control key is used for operations that are relevant for inspection?

Control key:_______________________________

In which operations of the standard routing is a quality inspection supported?

Operation:______________ Operation:______________

(C) SAP AG LO170 4-63

QM in the Logistics Supply Chain: Discrete Manufacturing: Solutions

Unit: QM in the Logistics Supply Chain Topic: QM in Discrete Manufacturing

1-1 Processing the Inspection Lot

1-1-1 Displaying the Inspection Lot for the Production Order


The selection screen for the results recording worklist appears. Enter the following criteria for inspection lot selection:

Screen area Inspection operation selection


Insp. lot origin 03

Work center T-P##

Perform the selection by choosing the pushbutton Execute or the F8 function key. The characteristic overview for results recording appears. In the screen area on the left, all inspection lots are displayed that meet the selection conditions. The inspection lots are uniquely identified in the worklist by the inspection lot number, material number, and the number of the production order.

If you need additional criteria to identify inspection lots, you can create a user-dependent display variant.

1-1-2 Recording Inspection Results

You inspect the same inspection characteristics at regular intervals in accordance with the specifications in the routing. This is achieved by using inspection points. You use a container number and the date to clearly identify the inspection point. Quality inspections are performed in operations 30 and 60.

Enter a container number in the right side of the screen, and confirm your entry by choosing the return key. The characteristic overview of all inspection characteristics in operation 30 appears. A summarized recording of inspection results is defined for the inspection characteristic Straight shaft, this means that the number of nonconforming units is recorded. Enter the inspection result in the field Result and confirm your entry by choosing the return key. The inspection

(C) SAP AG LO170 4-64

characteristic is automatically valuated and closed. When you save the inspection results, the screen for the valuation of the inspection point appears. During inspection point valuation, a confirmation can be performed for the production order. Confirm the proposed inspection point valuation by choosing the return key.

Record results for another inspection point in operation 30.

Expand operation 60 in the worklist on the left side of the screen, and enter the container number for inspection point identification. After choosing the return key, the characteristic overview for all inspection characterisics in operation 60 appears in which two inspection characteristics are inspected. Classed recording is planned for the characteristic Diameter. Single measured values should be recorded for the characteristic Shaft length.

Operation Short text for inspection

characteristic Recording form

30 Straight shaft Summarized, number of defects

60 Diameter Classed recording

60 Shaft length Single-value recording

Classed results recording for the characteristic Diameter cannot be performed on the characteristic overview screen. Therefore, choose this characteristic and switch to the detail screen by choosing the pushbutton Choose characteristic. The inspection specifications are displayed and you can record the number of single values (class scope), which are in the specified value class. Confirm the entries by choosing the return key.

You can record inspection results for the characteristic Shaft length on the characteristic overview screen. Click on the current inspection point in the worklist to call up the characteristic overview screen. Enter your inspection results in the field Result. After entering the first measured value, you can then enter additional measured values for this inspection point. After entering the last measured value, you must manually valuate the inspection characteristic in this case. Perform the valuation and exit the screen by choosing the return key. Save your inspection results and valuate the inspection point. Copy the proposed values for inspection point valuation.

In the screen area on the left for the worklist, the current valuation status is displayed for the single inspection characteristics and inspection points. Record results for another inspection point in operation 60.

1-1-3 Displaying the Control Chart

Record results for another inspection point in operation 60 for the characteristic Shaft length. Choose this inspection characteristic on the characteristic overview screen and then choose the pushbutton Control chart. The control chart for this inspection characteristic is shown in the lower screen area of the characteristic overview screen. The inspection results recorded for another inspection point are immediately copied to the control chart and the display is updated.

(C) SAP AG LO170 4-65

Save your entries.

1-1-4 Usage Decision

Double-click on your inspection lot number in the worklist to switch to the transaction for making the usage decision.

Confirm the information message by choosing the return key, and make the usage decision for your inspection lot by choosing a suitable UD code.

The usage decision for inspection lots can also be automatically made from the inspection during production. You can also plan jobs, which complete inspection lots with the usage decision depending on the status of the basic production orders.

(C) SAP AG LO170 4-66

2-1 Routing and Specifications for the Quality Inspection

Logistics → Production → Master Data → Routings → Routings → Standard Routings → Display

or

Logistics → Quality Management → Quality Planning → Inspection Planning → Routing → Routings → Standard Routings → Display

Enter the following data on the initial screen:


Material T-BQ5##

Plant 1000

Exit the initial screen by choosing the pushbutton Operations or the F8 function key. The operation overview for the routing appears.

In the operation overview, the operations relevant for inspection are not marked differently. The control key for the operation and the entry of inspection characteristics are the only decisive factors for operations.

Display the details for the control key. To do this, select the control key and switch to the control key table by choosing the F4 function key. In this Customizing table, all operation control keys are maintained. Use the scroll bar to find control key PP06. Place the cursor on this control key, and choose the pushbuttton Detailed information or the F5 function key. The indicator Insp. char. required is set for this control indicator.

Quality inspections are defined for operations 30 and 60 in the standard routing for material T-BQ5##.

(C) SAP AG LO170 4-67

QM in the Log.; QM in Process Industrie: Exercises

Unit: QM in the Logistics Supply Chain Topic: QM in Process Manufacturing


• Switch from the PI sheet to results recording in process manufacturing and record inspection results

• Create partial lots during results recording and if necessary, create new batches

You use process orders in your company to manufacture products. According to the specifications in the master recipe, the products are made using the PI sheet. During production, you record results for planned inspection characteristics at regular intervals. This involves changing directly from the PI sheet to results recording.

1-1 Processing the PI Sheet

The PI sheet contains specifications for the production of a product. During the production process, the current, process-relevant data is entered directly in the PI sheet. During a quality inspection in process manufacturing, you can switch directly from the PI sheet to results recording.

1-1-1 Results Recording from the PI Sheet

Maintain the PI sheet for material T-HT2## and note the number of the PI sheet.

PI sheet _______________________________________

Switch from the PI sheet to results recording. During the process, you should record inspection results at freely-defined times and for certain events. Use the event new container 1 to identify the inspection point.

Record inspection results for the planned inspection characteristics.

1-1-2 Creating a New Partial Lot

You can create partial lots during results recording because of the specifications in the master recipe that is used for the production of material T-HT2##. After recording inspection results, create a new partial lot. Use a suitable description for the partial lot.

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1-1-3 Assignment of a Partial Lot to a Batch

Since material T-HT2## is handled in batches, you must assign a batch to the partial lot. Therefore, assign a batch to the created partial lot.

1-2 Inspection Completion Using the Usage Decision

After all quality inspections have been completed for the process order, you can complete the inspection lot using the usage decision. Make the usage decision for your inspection lot by choosing a suitable UD code.

(C) SAP AG LO170 4-69

QM in the Logistics Supply Chain:Process Industry: Solutions

Unit: QM in the Logistics Supply Chain Topic: QM in Process Manufacturing

1-1 Processing the PI Sheet

1-1-1 Results Recording from the PI Sheet

Logistics → Production-Process → Process Management → PI Sheet → Worklist → Maintain



Plant 1100

Operating group GRP. TAB##

Exit this screen by choosing the F8 function key or the pushbutton Execute. The worklist that corresponds to the selection criteria appears. Select the line containing your process order with the material number T-HT2##, and then exit the list by choosing the F5 function key or the pushbutton Maintain PI sheet. The PI sheet appears and you can confirm the relevant data for the production process.

In the master recipe, results recording is planned for phase 21. By double clicking on Record inspection results, you can switch from the PI sheet to results recording in QM.

You can record results for the inspection characteristic several times by using inspection points. You use a text field in this case to clearly identify the inspection point. Enter the inspection point identification as new container 1.

You make the appropriate setting for the inspection point and user field combination in Customizing. You define which user fields (text fields, numerical fields, time, date) you want to use for the identification.

Exit the screen Record Results for Inspection Point: Initial Screen by choosing the return key. On the characteristic overview screen, you can record inspection results for single inspection characteristics in the Result fields.

Save your entries.

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1-1-2 Creating a New Partial Lot

Partial lot creation is supported in the specifications of the master recipe header for the process order. Since you have recorded results for the first inspection point, you must create a partial lot when you save the inspection results.

Use the pushbutton Partial lot to create the first partial lot. Enter a suitable description for the partial lot in the Description field. Exit the screen by using the return key. The screen Valuation and Partial Lot Assignment appears again.

1-1-3 Assignment of a Partial Lot to a Batch

Since the material is managed in batches in this case and the master recipe supports a partial lot and batch for the inspection point, you must assign a batch to the partial lot. In the field Batch, you can select a batch that is already available in the system for the material using the F4 help, or create a new batch by choosing the pushbutton Batch.

Select an already existing batch or create a new batch and exit the screen by choosing the return key. You return to the PI sheet and can edit the other phases in the production process.

1-2 Inspection Completion Using the Usage Decision


On the screen Record Usage Decision: Initial Screen, the inspection lot number of the lot last processed in the system is entered in the field Inspection lot. You can also find the inspection lot number using the F4 help.

On the characteristic overview for the usage decision, the system displays all the relevant data from the inspection on the tab pages Defects, Characteristics, Inspection points.

Choose a suitable code in the field UD code and save your entries.

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© SAP AG 1999

The use of the QM application component in thesales processing and service areas

QM-relevant processes for a sales order and for adelivery

The use of quality notifications to processcustomer complaints


QM in Sales and Distribution/Service: Objectives

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Managing material/customer informationControlling goods issue inspectionsCreating quality certificatesProcessing customer complaints

QMactivities

QM in Sales and Distribution/Service

The QM component controls inspection processing for goods issue. When the goods are shipped, the QM component supplies the quality certificates to accompany the delivery.

You can process customer complaints efficiently using quality notifications.

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© SAP AG 1999

ServiceDelivery

Controlling data

Inspection lot

Batch determination

Quality certificate

Sales Order

Customer-specific inspection specs.

Customer/materialinformation

Customer complaint

Inspection for areturn delivery

Sales Chain

The QM application component supports sales and distribution processes with: Quality inspections for a delivery (dependent on sales organization, customer and material) Quality certificates for a delivery (with reference to sales organization, customer and material) Management of customer terms of delivery

Customer specifications can be used for batch determination. In the service area, customer complaints are received and are distributed for further processing in the system, based on the nature of the problem.

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© SAP AG 2001

At thecustomersite

On delivery

Delivery Inspection

Material

Customer-specificspecifications

Skip

Quality info record SD

If a customer master record has been created for a customer in SD (Sales & Distribution), you can define inspection-relevant specifications for this customer. These specifications apply to all materials that are delivered to the customer and include the control parameters quality inspection, delivery category, and documents.

The quality information record SD defines the inspection specifications for a specific customer/material combination. You can overwrite the customer specifications (see above) with the customer info record. In the customer info record, you can: Enter the material for the customer/material combination Change the customer specifications Enter an additional short or long text

When creating the delivery the quality info record SD helps you decide where the checks for the goods to be delivered are carried out.

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© SAP AG 2001

Delivery

Batch

Stock in warehouse

Inspection lot

Inspection lot: 11002

Batch: C1

Goods from production

Delivery

Certificate

Partial lot: 1

If a delivery for a product or a material is created in SD, then QM automatically generates an inspection lot for the inspection relevant delivery items. A delivery item is inspection relevant if the corresponding control parameters are active in the application components SD and QM.

For a delivery, you can inspect the goods, based on the control parameters (quality info record SD, delivery category and so on).

If a delivery is made up of batch requirement materials then partial lots are automatically formed for the inspection lot. The inspection of the individual batches is carried out with reference to the relevant partial lot.

The inspection results for a delivery (or for inspections during production) are printed on a quality certificate and included with the delivery (or sent directly to the customer).

On the certificate, the system can print results for inspection characteristics and results for characteristics associated with the batch. This applies to the results obtained throughout the entire production chain.

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© SAP AG 1999

Return delivery

Update of statistics

Credit memo

Subsequent delivery

Repair

Service

Q-notification

Fax

In the service area, you record customer problems and define activities or tasks. The data is recorded in the notification system and forwarded to the departments responsible for processing the problems. The system updates the relevant statistical data (such as number of notifications for a customer).

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© SAP AG 2001

Repairs Processing Using Quality Notifications

Qualitynotification

Goods receipt:Customer return delivery

Qualitynotification

RepairNo repairrequiredScrap

Repair order12

Goods issue

Repair order12

Status

AB B C

B

Stock

Blockedsales

order stock

Unrestricted-use stock

You can use the Quality Notifications component in QM to support the RMA (Return Material Authorization) process in your company. For example, if goods are returned by a customer for repair or replacement because of a technical defect, you can use a quality notification to process the return delivery. You record the problem in a quality notification for a customer complaint (notification type Q1) and then use the functions of the quality notification and integrated action box to:

Create a repair order

Initiate a technical inspection (analyzing the defects and determining what corrective tasks need to be performed)

Post a goods movement to the appropriate stock so the returned items can be processed accordingly (for example, sales order stock, unrestricted-use stock, or scrap)

Confirm the result of the technical check in the repair order and complete the notification

If the technical inspection confirms that the goods are in proper working order and repairs are not necessary, the goods can be returned to the customer

If the goods have to be scrapped, an authorized person in Sales and Distribution (SD) can send replacement parts to the customer.

(C) SAP AG LO170 4-78

© SAP AG 2001

Repairs Processing Using Inspection Lot

Qualitynotification

Goods receipt:Customer return delivery

UD

RepairNo repairrequiredScrap

Repair order12

Goods issue

Repair order12

Status

Inspection lot

AB B C

B

Stock

Blockedsales

order stock

Unrestricted-use stock

Sales order stock,stock type:

Inspection stock

Returns and repairs processing provides you with a wide range of functions for managing all the necessary activities which repairing goods for a customer entails. From registering the repair request from the customer, through to billing the customer for the services performed.

If a good that has been delivered is returned by the customer (for example, because of a technical defect or a repair order), one of the ways in which you can process this return is using a quality inspection. You use an inspection lot to perform a quality inspection to determine whether the goods can be repaired.

The returned items are inspected. During the inspection you can record inspection results and defects.

You make a usage decision for the inspection lot and post the goods, depending on the result of the inspection, to the appropriate stock.

The standard settings from client 000 can be copied into the current client.

(C) SAP AG LO170 4-79

QM in the Log.; Sales and Distr.: Exercises

Unit: QM in the Logistics Supply Chain Topic: QM in Sales Order Processing


• Perform a quality inspection during goods issue for deliveries and create a certificate for delivery

• Use quality notifications for customer complaints and repairs processing

You perform a quality inspection in your company when goods are delivered. The results of this inspection for delivery are copied to the certificate, which is enclosed with the goods.

Incoming customer complaints are recorded in the system. Depending on the subject of the complaint, you may have to perform additional activities.

1-1 Quality Inspection During Delivery

You perform quality inspections during the delivery of goods, in accordance with the agreements that you have made with your customer. In this way, the goods can also be inspected for certain customer specifications.

1-1-1 Creating a Delivery

Create a delivery for material T-FQ1##. The delivery should be performed without reference to an order. The goods are sent from shipping point 1100, the sales organization is 1020, the distribution channel is 22, and the division is 00. Use the delivery type Delivery w/o Ref.

The ship-to party 7777 receives 100 kg of material.

The planned goods issue data is the current date + 2 days.

Note the delivery number:

________________________________________________________

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1-1-2 Creating the Transport Order

For the goods to be transported from the warehouse to the shipping zone, a transport order must be created for the delivery. You can create this transport order in a subsequent function when processing the delivery, or during picking.

Create the transport order and add the following data:

Warehouse number: 011

Plant: 1100

Foreground/background: System-guided

Adopt pick. quantity: 2

1-1-3 Recording Inspection Results and Usage Decision

Record inspection results for partial lot 1 and complete the inspection lot with the usage decision.

2-1 Customer Complaint for Delivered Goods

After your customer has received the goods, you receive a customer complaint. The customer complains about the poor quality of the delivered goods.

2-1-1 Customer Complaint for Delivery

Create a customer complaint for the delivery from exercise 1-1-1. Which notification type do you use?

Notification type:__________________________

2-1-2 Subject and Contact Person

Enter the subject of the customer complaint. Use a suitable coding. In addition to the coding, you can also enter a detailed text for the customer complaint.

You (LO170-##) are the coordinator for processing customer complaints in your company. The customer complaint has high priority. Complete the notification, and then save.

(C) SAP AG LO170 4-81

QM in the Logistics Supply Chain: Sales and Distribution: Solutions

Unit: QM in the Logistics Supply Chain Topic: QM in Sales Order Processing

1-1 Quality Inspection During Delivery

1-1-1 Creating a Delivery

Logistics → Sales and Distribution → Shipping and Transportation → Outbound Delivery → Create → Single Document → Without Order Reference

Enter the following data on the initial screen for the outbound delivery:


Shipping point 1100

Delivery type Delivery w/o ref.

Exit the initial screen by choosing the return key. The screen Create Delivery w/o Ref.: Overview appears. Enter the ship-to party 7777.

In addition to the data for the delivery header, the data for the items in the delivery are also displayed in the overview. Enter the following data on the tab page Item overview:


Planned GI Current date +2 days

Material T-FQ1##

Delivery quantity 100

Material T-FQ1## is managed in batches. The batch is found for the delivery item using the automatic batch search. During the following quality inspection, a partial lot is created for the batch.

Confirm the warning message that appears by choosing enter and then save the entries you made for the delivery.

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1-1-2 Creating the Transport Order

Change your delivery and create the transport order.

Logistics → Sales and Distribution → Shipping and Transportation → Outbound Delivery → Change → Single Document

The number of the delivery, which you last created, is display in the field Outbound delivery. Exit the initial screen by choosing the return key. The overview screen for the delivery appears. Choose Subsequent functions → Create transport order.

You can also immediately create a transport order from the transaction for creating the delivery. The system first saves the delivery and then switches to the transport order.

Confirm the screen with Yes.

On the Create Transport Order for Delivery: Initial Screen, enter the following data:


Warehouse number 011

Plant 1100

Foreground/background System-guided

Adopt pick. quantity 2

If you make the setting Copy picking quantity: 2, the pick quantity is copied into the delivery as the delivered quantity and is posted to goods issue.

When you use QM in sales and distribution, you can use the Quality info record: SD to control whether the goods issue can be posted in parallel with the quality inspection or only after the quality inspection has been completed (this means, when the usage decision is made).

Confirm your entries by choosing the return key and then save.

1-1-3 Recording Inspection Results and Usage Decision

(C) SAP AG LO170 4-83

You can access results recording via Worklist - Results Recording, or Results Recording for Delivery in SD.


On the selection screen, enter the following data on the tab page Material:


Plant 1100

Material T-FQ1##

Batch FQ1##

Exit the selection screen by choosing the function key F8.

Record inspection results for partial lot 1 on the characteristic overview screen in the field Result, and save your entries.

Switch from the results recording worklist to the usage decision for the inspection lot in the delivery. Make the usage decision and save your entries.

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2-1 Customer Complaint for Delivered Goods

2-1-1 Customer Complaint for Delivery

Logistics → Quality Management → Quality Notification → Create

Notification type Q1 is used for the customer complaint.

On the Create Notification: Initial Screen, choose notification type Q1 and exit the initial screen by choosing the pushbutton Notification or by pressing Enter.

Since you have to record the customer complaint for a certain item in a delivery, you must enter this data on the following screen:


Delivery 8000....

Delivery item 10

Exit the screen by using the return key. The screen Create Notification: Customer Complaint appears. The data from the delivery item was copied to the notification.

You can define in Customizing for the notification type, which initial screen is called up when you create a notification.

On the tab page Complaint, enter data for the customer. Use coding for the subject. You can include customer data in the field Description, as well as in the long text field.

A partner for this notification has already been entered on the tab page Internal processing. In this case, this is a contact person at the customer's. This data was copied from the returned delivery.

The second partner for this customer complaint is responsible for processing the complaint. Enter the following data on the tab page Internal processing:

Screen area Execution


Priority High

Coordinator LO170-##

Save the notification.

(C) SAP AG LO170 4-85

(C) SAP AG LO170 4-86

© SAP AG 1999

QM in the Logistics Supply Chain: Unit Summary

You have learned the functions of the QMcomponent in the logistics supply chain andyou can evaluate how these processes canbe used in your company.

Emphasis has been placed on QM functionsin materials management (procurement andstorage), production, sales and service.


© SAP AG 1999

Contents:Quality Planning

Quality Inspection



Quality Control

Test Equipment Management

Functions in Detail


© SAP AG 1999

List the QM functions

Explain the tasks of the individual QM functionsand evaluate their use in your company

Plan and perform quality inspections with therequired master/basic data


Functions in Detail: Unit Objectives


© SAP AG 2001

Functionsin Detail


Basics

Course Overview

mySAPWorkplace

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© SAP AG 1999

QA in production:“How can I inspectduring production?”

Inspection Planner:“How can I structureinspection plansefficiently with SAP?”

QA from goods issue dept.:“What options are there forincluding quality certificateswith deliveries?”

QA from goods receipt dept.:“How can I reduce the numberof inspections at goodsreceipt?”

Functions in Detail: Business Scenario


© SAP AG 1999


QM

Quality planning



Qualityinspection

Quality control

Functions in the QM Component

The QM component is divided into the following subcomponents: Quality planning Quality inspection Quality certificates Quality notifications Quality control Test equipment management


© SAP AG 1999

QM

Quality Planning Functions

Quality Planning

General master data

Inspection planning

Basic data

In quality planning, you define information and processes on a long-term basis as master records. Quality planning provides the basis for inspection processing.

You use the following data for quality planning: General master data in logistics Inspection planning data (for example, inspection plans, master recipes and material specifications)

QM-specific basic data (for example, master inspection characteristics, inspection methods, sampling procedures)


© SAP AG 2001

Quality info recordSD

Vendor master record

Procurementquality info record

Material specification

Quality documents

Batch classification

Customer master record

Material master record

•Material

•Vendor

•Plant

•Customer•Sales org.

•Material

Quality Planning

General Master Data: Overview

Master data is data that does not change over a long-period of time. Master data contains information that is required on a regular basis, the master data for a vendor, for example, contains the name, address, and bank details.

General master data is made up of cross-application data and QM-specific data. Cross-application data is maintained in most cases in other components of the SAP System.

Cross-application data used in inspection planning includes: Material master (Materials Management, MM ) Vendor master (MM) Batch classification (MM) Customer information record (Sales and distribution; SD) Quality documents (Document Management System; DMS)

QM-specific data used in inspection planning includes: Procurement quality info record Quality info record SD Material specifications Inspection plan


© SAP AG 2001

QM-Relevant Information Records

Information records

Qualityplanning

Procurementquality info record

Quality info recordSD

Which customer receives the material?

QM

QM

QM

Which vendor supplies the material?

The procurement quality information record contains details for a specific material/vendor combination. For example, it specifies: The delivery quantity, for which the vendor is released The date, up to which the vendor is released for the relevant product The QM system and quality documents that are to be used by the vendor or are to accompany the delivery

Is an electronic quality data exchange planned? Others

The customer information record SD contains details for a specific material/customer combination. For example, it specifies: When and how an inspection is to take place The documents that are to sent with the delivery Others

This information is used in inspection processing for planning and control purposes.


© SAP AG 2001

2

SalesProcurement

Qualityplanning

SAP Document

Management

Technical

delivery terms

Qualityassuranceagreements

Vendor

Quality Documents for Supply Relationships

QM

Customer

CA

Quality documents

Technical delivery terms and quality assurance agreements are required when a vendor delivers goods to your company or when you deliver goods to customers.

The documents are placed in the document management system and are assigned accordingly. The assignments are made according to operational area.

These documents are used for procurement operations this means for requests and orders: Quality assurance agreements (Document type Q01): - Procurement quality info record (reference to material, (revision level), vendor, plant)

Technical delivery terms (document type Q02): - Additional data in the material master - Documents for the vendor master record

These documents are relevant for QM in sales: Quality assurance agreements (Document type Q03): - Quality info record SD (reference to sales organization and customer)

Quality specification (Document type Q04): - Assigned to the material in the quality info record SD (reference to customer, sales

organization, material).

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© SAP AG 2001

QM

MM

Usage decision

Master inspection characteristics

Basic data

Generalmaster data

Inspection lot creation

Materialspecification

Qualityinspection

Inspection specifications

Material Specifications

In the QM component, you can inspect both on the basis of inspection plans, and on the basis of material specifications that are valid company-wide.

You can use the material specification to define inspection specifications for a material that are valid across all clients.

You assign the required master inspection characteristics to the material in the material specification. In addition, you can pre-schedule a results data origin for the characteristics (such as data from mobile result recording).

You can create a time reference for the material specification. This allows you to plan changes to a material specification that are to be made at a specific time. You can activate the planned changes manually or using a job.

The material specification provides an inspection specification that can be created and maintained with a minimum of effort and that can supplement or replace the inspection plan at plant level.

The material specification is integrated in the product structure tree (transaction CC04).

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© SAP AG 2001

CA

MM

QM

Usage decision

Master inspection characteristics

Class characteristics(Link)

Basic data

Generalmaster data

SAPclassification

system


Materialspecification

Qualityinspection

Batch class

Batch materialInspection specifications

Results

Material Specification with Batch Valuation

The link between master inspection characteristics and class characteristics allows inspection results from a quality inspection to be included in the batch valuation.

For the inspection results to be included in the batch valuation: The material that is inspected with a material specification must be handled in batches The material must be assigned to a batch class ("Classification" tab page in material master) The master inspection characteristics that are used must be linked to class characteristics when the inspection lot is created

The results are forwarded during the inspection completion with the usage decision or during the inspection point evaluation to the class characteristics. The batch valuation also takes place during the inspection completion

The material specification is not absolutely necessary to forward inspection results from QM into the class characteristics. You can also carry out a batch valuation without material specifications.

A general prerequisite for carrying out a batch valuation with the inspection results from QM is the link between the master inspection characteristics and the class characteristics of the batch class.

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Inspection plan

Material 1236Material 1235

Material 1234

Inspection Planning

Which material is to beinspected?What are the inspectionsteps?What is to be inspected?How is the inspection to beperformed?Which test equipment doyou need?Where is the inspection totake place?

Criteria

In inspection planning, you create material-related information that is used when this material is inspected.

You use inspection plans to describe how a quality inspection should be processed for one or more materials. You define in the inspection plan in which order individual inspection operations should be performed and which inspection characteristics should be inspected using which specifications.

In the inspection plan you determine the inspection operations, the characteristics to be checked for each inspection operation and the test equipment to be used. The inspection plan introduced in the application component QM is related to the routing and rate routing in the component Production (PP) and with the master recipe in the component PP-PI. There are only slight differences between these task list types with regard to the inspection plan functions.

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Plant Maintenance(PM)

Production Planning(PP)

Process Industry(PP-PI)

Quality Management

Task List Types

Task list types

Equipment task listGeneral maintenancetask list

Master recipe

Routing Rate routing Reference operation set

Inspection plan Reference operation set

In the SAP System, the following task list types are used for planning purposes: In production planning (PP): - Routing (task list type N) - Rate routing (task list type R) - Reference operation set [no material reference] (task list type S)

In plant maintenance (PM): - Equipment task list (task list type E) - General maintenance task list (task list type A)

In the process industry (PP): - Master recipe (task list type 2)

In quality management (QM): - Inspection plan (task list type Q) - Reference operation set [no material reference] (task list type S)

The task list has a similar basic structure in all components. However, the additional information in a task list varies from one component to another.

You can include the characteristics you require in the different task list types.

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Header

Inspection operation


Testequipment

Inspection characteristic

Inspection plan 2Inspection plan 1

Group

Inspection Plan Structure

Which material is to beinspected?

Who is the vendor/manufacturer?

What are the inspection steps?

Which work center is to be used for the inspection?

Which equipment do you need for the inspection?

What is to be inspected?

How is the inspection to be performed?

All task lists in the SAP System, including the inspection plan in QM, have a multi level structure: Header information Operation information (inspection operations) Inspection characteristics

In the task list header the place the data that is valid for the entire inspection plan (such as task list usage, material assignment, status, parameter for dynamics, definition of the inspection points, activities for changeability).

You can cumulate several task lists in a task list group. For example, in the task list group 'goods receipt inspection' you can cumulate the relevant inspection plans for the model inspection, the preliminary series inspection and the series inspection.

The operations describe individual inspection steps in an inspection plan. They determine at which inspection site a specific inspection takes place

You use inspection characteristics to determine what is to be inspected and according to which specifications the inspection is to be performed. Inspection characteristics are subordinate to inspection operations and are indicated by a number within an operation

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Goods issue

Calibration

Stock transfers

Production

Goods receipt

DesignAudit

Model

Preliminary series

Task lists

Using Task Lists

You can create task lists for different purposes, for example: Model series Preliminary series Goods issue Performing an audit Repetitive manufacturing etc.

This means that you can create several task lists with different inspection operations and inspection characteristics for the same material (or the same combinations of material-vendor/manufacturer or material-customer).

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Inspection plan

Work centers

Master insp. charac.Inspection methodRef. operation set

Test equipment (PRT)

Catalogs

Sampledetermination/

Dyn. modification

Basic Data for Inspection Planning

QM Basic Data

To create an inspection plan, you need different building blocks of data that is stored in the SAP System as basic data.

You can copy or reference this data in the inspection plan. The following data is available:

Sampling procedures Sampling schemes Dynamic modification rules Catalogs Test equipment (production resources/tools) Master inspection characteristics Inspection methods Work centers

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© SAP AG 1999

Sample Determination (Basic Data)

Sampling plan dependent on:

Insp. severity

Insp. severity/AQL value

Lot size intervals

Change of inspectionstage based on quality level

Sampling SchemeSampling Procedure Dynamic Modif. Rule

Determining the sample size

Type of valuation e.g:

Attributive

Variable

Manual

...

When a goods movement takes place, the system uses predefined rules to determine: Whether an inspection is required (skip) The inspection severity (for example, tightened, normal, reduced, or inspection skip) The quantity to be inspected

These rules are stored in the SAP System as sampling procedures, sampling schemes and dynamic modification rules, and are used to determine samples.

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Inspection lot

Sample Determination (Procedure)

Quality level Sampling procedure Fixed 100% Based on sampling

scheme

Dynamic modification rule

Sample

The information obtained from inspections is updated in the quality level. The quality level is a data record in the SAP System, in which the inspection stages for future inspections are defined.

The current quality level specifies if an inspection is required and how it is to take place. On the basis of this information you determine the scope of the inspection for the current inspection and the inspection level for the next inspection.

The quality level can be maintained on the basis of characteristics, inspection lots or inspection types. You can delete the quality levels you no longer need using an executable program (report).

You can enter a reset period in days in the dynamic modification rule. After this period, the quality level begins again with the first inspection stage given in the dynamic modification rule.

You can evaluate the quality level. You can display the dynamic modification history (either lot-based or inspection type-based) from within the quality level.

Sampling procedures are procedures that determine the sample size in an inspection. The sampling procedure also defines the type of valuation that is to be used for recording results (such as attributive, variable, manual).

Dynamic modification rules are basic data records that contain the definition of the inspection stages and the conditions for the inspection stage change. Stage changes take place depending on the inspection results for the inspection lots and inspection characteristics, (that is depending on whether they are accepted or rejected).

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Catalogs

Defects:Code 105 - scratchedCode 110 -Code 115...

Characteristic:Surface

Catalogs

Consequences

Defects

Causes

Events

Usage decision

Tasks

Characteristic attributes

Scratched

You create catalogs to simplify and improve the recording of data, to describe problems that occur, and to standardize the evaluation of this information.

Catalogs contain a number of content-related codes that enable qualitative descriptions of problems (in text form) to be encoded and processed in the system in machine form. Typical contents of a catalog include characteristic attributes, usage decisions, tasks and defect types. You can freely combine some of the codes in a catalog into code groups. If required, you can select codes from (different) code groups, or entire code groups and combine them to form selected sets.

The catalog type defines the use of a catalog (for example, for defects recording, tasks, and so on). You can either assign catalogs directly to the inspection characteristics or define them for general events (for example, to record defects during results recording).

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Test Equipment (PRT)

Other PRTs

EquipmentDocument

Quality inspection

Inspection plan

Material

When you plan an inspection, you can assign production resources/tools (PRT). The QM component differentiates between the following production resources/tools: Materials (production resources/tools that are maintained in the material master; for example, plug gauges) These materials are used in materials management, for example, in inventory management, material requirements planning, and procurement.

Documents (production resources/tools that are managed in the Document Management System; for example, sketches, CAD drawings)

Equipment, (production resources/tools that are managed in the equipment master and that are subject to maintenance, for example, measuring equipment or precision tools).

Other production resources/tools that are managed as master data (for example, smaller tools) A PRT master record is created that contains basic data and location data.

You can assign production resources/tools in the inspection plan at operation and characteristic level.

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Master Inspection Characteristic, InspectionMethod, Reference Operation Set

Inspection method

Master inspection

characteristic

Inspection plan

Reference operation set


Inspection method

Master inspection

characteristic

In the SAP System, you can copy the following reusable data blocks into the inspection plan and then modify them if necessary, or you can reference them in the plan, so that any changes that are made to the templates are also made in this plan: Reference operation sets: Task lists that contain predefined operations and characteristics, but have no material assigned.

Master inspection characteristics: Inspection characteristics that are defined to be used frequently in inspection plans, or that are to be evaluated for all inspection plans. Master inspection characteristics help to improve and standardize inspection planning. When creating inspection plans, you can include master inspection characteristics and can create your own inspection characteristics that are specific to the inspection plan. You can create master inspection characteristics in several languages. You can create a where-used list for master inspection characteristics and can replace versions centrally.

Inspection methods: Inspection methods describe how a characteristic is to be inspected. They are created as basic data records and assigned to the inspection characteristics. You can assign several inspection methods to a master inspection characteristic. You can create a where-used list for inspection methods and can replace method versions centrally. In addition, you can assign documents from the Document Management System (DMS) to the inspection method at version level. This way it is possible to link different documents (such as MS Office documents, Internet documents, and so on).

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Work Center

Personnel and machine capacities

Inspectionplanning Costing Scheduling

Insp. plan

A work center is an organizational unit that defines where an inspection is to take place and who is to perform it. The work center has a specific capacity available. The work carried out at and by the work center is valuated using settlement records that are determined by cost centers and activity types. The following can be defined as work centers: Machines People Production lines Processing centers

The QM component is linked to the Controlling (CO) component via the work centers. The information contained in the work centers can be used for scheduling and costing purposes.

Work centers are included in the inspection plan at operation level.

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Basic Data in the Inspection Plan

Header


Test equipment

Inspection characteristic


Reference operation setWork center

MaterialEquipmentOther PRTsDocument

Master inspection characteristicInspection methodSampling procedureDynamic modification ruleCatalog

Material

Basic data is assigned at different levels in the inspection plan (at header, operation, and characteristic levels). You can assign such information as the dynamic modification rule at header level or characteristic level.

The information at characteristic level overrides the data stored at header level. The inspection planning activities and the release of the inspection plan can be subject to an approval procedure with the help of the engineering change management function (for example, as required by the GMP or FDA).

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Distribution of QM Master Data

ALE

Insp. method Yes

Code group Yes

Master insp.characteristic

Yes

Routing No


No

Inspection plan No

Insp. setup inmaterial master

Yes

Distribution

Manual/automatic

Manual

Manual

Manual

DXWB

Yes

(Yes)

(Yes)

Yes

Yes

Yes

No

Manual/automatic

Manual/automatic

Manual/automatic

You can distribute inspection methods, master inspection characteristics, and code groups and the associated codes, from one source system to one or more target systems using ALE (Application Link Enabling).

These three objects can be distributed directly using transactions: QL31 for inspection method distribution QL21 for master inspection characteristic distribution QL41 for code group distribution

In addition, the distribution of changes to master data can be triggered automatically in the background from the relevant change transactions if this function is activated in Customizing (QM -> Basic Settings -> Maintain Settings at Client Level).

You can find further information in Customizing under QM -> Environment -> Tools -> Distribute ALE Master Data.

You can use transaction QL11 to distribute material inspection setups.

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Approval Procedure

Single approvalwith specialauthorization

Approval

Approval

Insp. plan

Insp. lot

Insp. lot

notApproved

Approved

GNE; GNPZ

GNNE

GNE;GNEZ

notApproved

Insp. lot

Result -Recording

Permitted

Result -Recording

Permitted

Result -Recording

not permitted

You can implement typical approval procedures that are required in the process industry to change master data.

To use the approval procedure in the inspection plan (important for the process industry, you define a change rule and a change type in the inspection plan header.

To use the approval procedure in the inspection lot (for a work order), you define an identifier for this approval procedure in the material authorization group.

To use the authorization objects, the required authorizations must be assigned to user master records in Customizing.

If you inspect with a material specification in addition to an inspection plan, you can use the material authorization group to define that single approval is required for the inspection lot, despite the existence of an approved inspection plan.

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Functions in Details; Quality Planning: Exercises

Unit: Functions in Detail Topic: Quality Planning


• Create inspection characteristics as master records (master inspection characteristics)

• Extend existing inspection plans and include master inspection characteristics

You are responsible for inspection planning in your company. Inspection criteria are defined for materials, parts, and products using inspection characteristics. As a result, you use master inspection characteristics to standardize inspection plans. In this way, you promote systematic, uniform, and rational inspection planning.

1-1 Creating an Inspection Characteristic as a Master Record

Inspection characteristics are generally defined as qualitative (for example, "product color") or quantitative (for example, "weight") characteristics. Depending on this characteristic type, additional data is defined for the inspection characteristic.

1-1-1 Creating a Qualitative Master Inspection Characteristic

You need a qualitative master inspection characteristic to inspect packaging materials. Create this master inspection characteristic with the identifier CH01-## for plant 1000 and the short text Packaging OK. Enter Group ## in the Search field to simplify the search for the master inspection characteristic. The characteristic should be referenced in inspection plans.

A sampling procedure should be used to determine the respective inspection scope. It is important that your goods are always packaged properly. Therefore, this characteristic must always be inspected and the number of nonconforming units determined. Summarized results recording should be used. The number of units inspected during results recording must correspond to the planned number of units to be inspected. If the characteristic is rejected during inspection, you want to enter additional information for the characteristic. The characteristic should always be printed on the inspection instruction.

Note the settings for the control indicators of the characteristic:

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Type [ ] Charac. attribute

Sample

[ ] Sampling procedure [ ] Additive sample

[ ] SPC characteristic [ ] Destructive inspection

[ ] Record no. of defects

Results confirmation

( ) Summ. recording ( ) Required char.

( ) Single result ( ) Optional char.

( ) No charac. rec. ( ) After accept.

( ) Classed recording ( ) After rejection

[ ] Defects recording

Insp. scope Docu. confirmation

( ) Scope not fixed ( ) No documentation

( ) Fixed scope ( ) Docu. if rejected

( ) Smaller scope ( ) Docu. required

( ) Larger scope

Miscellaneous

[ ] Long-term inspection

[ ] Scrap share/ q-score

[ ] RR change docs

[ ] Test-equi assignment

Print

( ) Print

( ) Do not print

( ) Do not print at skip

The master inspection characteristic can only be used in task lists if it has the status Released.

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2-1 Using Inspection Characteristics in the Inspection Plan

You can use master inspection characteristics to standardize inspection plans. You can also create additional inspection characteristics at any time in an inspection plan.

2-1-1 Enhancing an Existing Inspection Plan

You want to add an extra inspection operation to an existing goods receipt inspection plan for material T-BQ3##. Change this plan in plant 1000 and create an inspection operation with the description Packaging inspection. Use control key QM02 for this operation. You do not have to assign a certain work center.

2-1-2 Referencing a Master Inspection Characteristic

To define inspection criteria, you require inspection characteristics in the newly created operation for the inspection plan. Reference master inspection characteristic CH01-##.

Sampling procedure Fix5-0 should be used to determine the sample. Save the changed inspection plan.

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Functions in Detail: Quality Planning: Solutions

Unit: Functions in Detail Topic: Quality Planning

1-1 Creating an Inspection Characteristic as a Master Record

Logistics → Quality Management → Quality Planning → Basic Data →Inspection Characteristic → Create

1-1-1 Creating a Qualitative Master Inspection Characteristic



Plant 1000

master inspection characteristic CH01-##

Valid from Current date

By choosing the F5 function key, the pushbutton Master inspection characteristic, or Enter, the general data for the master inspection characteristic appears. In the screen area Control data, set the indicator Qualitative charac. and enter the following data in the screen area General information:


Released Status

Reference characteristic

Short text Packaging OK

Search field Group ##

By choosing the return key, Enter, or the pushbutton Control indicators, the control indicators are displayed for a qualitative characteristic. Set the indicators in the following way:

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Type [ ] Charac. attribute

Sample

[x] Sampling procedure [ ] Additive sample

[ ] SPC characteristic [ ] Destructive inspection

[ ] Record no. of defects

Results confirmation

(x) Summ. recording (x) Required char.

( ) Single result ( ) Optional char.

( ) No charac. rec. ( ) After accept.

( ) Classed recording ( ) After rejection

[ ] Defects recording

Insp. scope Docu. confirmation

( ) Scope not fixed ( ) No documentation

(x) Fixed scope (x) Docu. if rejected

( ) Smaller scope ( ) Docu. required

( ) Larger scope

Miscellaneous

[ ] Long-term inspection

[ ] Scrap share/ q-score

[ ] RR change docs

[ ] Test-equi assignment

Print

(•) Print

( ) Do not print

( ) Do not print at skip

When you have edited the first page of control indicators, you can access the second page by choosing the return key.

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When you have edited the control indicators, you return to the general data for the master inspection characteristic. Save your entries.

2-1 Using Inspection Characteristics in the Inspection Plan

2-1-1 Enhancing an Existing Inspection Plan

Logistics → Quality Management → Quality Planning → Inspection Planning → Inspection Plan → Change

The screen Change Inspection Plan: Initial Screen appears. Enter the following data:


Material T-BQ3##

Plant 1000

Exit the initial screen by choosing the pushbutton Operations or the return key. The operation overview for the inspection plan appears. Create another operation with the following data.


Work center

Control key QM02

Description Packaging inspection

A new operation is defined in the inspection plan using these entries. However, this operation does not contain any inspection characteristics. You must define these for each operation in another step.

2-1-2 Referencing a Master Inspection Characteristic

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Select the operation you just created in the inspection plan. Then choose the pushbutton Inspection characteristics or the F7 function key to access the characteristic overview for the new operation.

Enter the identifier CH01-## in the field Master inspection characteristic and choose the return key. The Sample tab page for the inspection characteristic then appears as a result of the control indicators in master inspection characteristic CH01-##. You enter sampling procedure Fix5-0 in the field Sampling procedure.

By choosing the return key, you can go back to the characteristic overview screen.

Save the changed inspection plan.

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Quality Inspection Functions

QMQuality Inspection

Inspection lotprocessing

Results recording

Defects recording

Sample management

External systems

Quality inspection includes the following functions: Inspection lot processing: During inspection lot processing, you carry out the inspections that have been predefined in the planning stages. In the SAP System, the term inspection lot (not inspection request) refers to a request to carry out an inspection.

Results recording: Recording inspection results Defects recording: Recording defect data in the form of defect attributes Sample management: Processing and managing physical samples Interface to external systems

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Inspection Lot Processing

Basic data from quality planning

Inspection plan Material specifications

Inspection results Usage decision Appraisal costs

Beforeinspection

Afterinspection

Inspection

data record

Inspection lot

The inspection lot documents the request to carry out an inspection. The inspection lot comprises information from inspection planning or the inspection specification (inspection plan, material specification). This means that when the inspection lot is created, the current specifications are copied into the inspection lot. Changes that are made to the specifications retroactively do not affect an existing inspection lot.

The inspection lot is identified by a unique number in the system. You record the inspection results and any costs associated with a QM order (if required) in the inspection lot.

You complete the inspection lot with the usage decision.

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Inspection Lot Creation

Quality inspection

Inspection lot

Goods movement

Order (in production/

plant maintenance)

Sample management

Delivery

Deadline monitoring

Manual

An inspection lot can be generated in different areas of your company as a result of different events, for example: Goods receipt Production order in production Delivery to a customer Goods movements within a company Deadline monitoring of materials (recurring inspections) Manual lot creation

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Inspection Lot Origin and Inspection Type

01 - Goods receipt (GR)02 - Goods issue (GI)03 - Production04 - GR from production05 - Other goods receipt06 - Return from customer

Inspection typeInsp. lot origin

Variants for goods receipt inspection:

01 - GR inspection for purchase order02 - GR inspection (model)03 - GR inspection (preliminary series)

Material

Inspection lot

Customizing

You can define different variants (inspection type) for inspection lot processing depending on the origin and source of the inspection lot.

The assignment of inspection types to inspection lot origins allows you to manage different origins and triggering events for the inspection lots.

The inspection lot origin describes the source of the inspection lot. The SAP System contains predefined inspection lots. For example, the following inspection lot origins are available: Inspection lot for a goods receipt Inspection lot for a manufacturing order Inspection lot for a delivery (in shipping)

The inspection type defines how an inspection is to take place. Each inspection type is assigned to an inspection lot origin. There can be several inspection types for one inspection lot origin. The following inspection types, for example, are available for the inspection lot origin "Goods receipt for a purchase order": Model inspection Normal inspection

You make the settings for these inspection types in Customizing. You can overwrite this setting with material-specific data in the inspection setup (QM view of the material master). You can also modify individual settings in inspection planning.

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Sequence of Inspection Lot Processing

Insp. Lot CompletionInspectionInsp. Lot Creation

UsagedecisionMaterial

Inspection lot

During inspection processing, an inspection lot undergoes different processing stages. These stages are documented by the status management function, for example: ARCH (Lot archived), BASG (Batch assigned), BRRQ (Batch record required), CALC (Sample calculated), CCTD (Insp. characteristics created), CHCR (Characterist. must be created), CROK (Certificate receipt confirmed), CRTD (Created), DEF (Defects were recorded), ICCO (Inspection close completed), LTCA (Lot canceled), LKD (Lot locked), LTIN (Long-term inspection), PASG (Plan/specific. Assigned), PREQ (Plan/specific. Required), PRII (Inspection instruction printed), PRSI (Sample-drawing instr. Printed), REL (Released), RREC (Results confirmed), SPCO (Stock posting completed), SPST (Stock posting started), UD (Usage decision has been made)

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Inspection Lot Creation

Inspection

plan

Printing shop papers

Sampledetermination

Determininginspection specs

Insp. lot creation

N = 125n:c = 13:0

Inspection lot

When an inspection lot is created for a material (or for a combination of material/vendor/manufacturer or material/customer), the system selects the corresponding inspection specifications. The specifications from the variant configuration take precedence over those from the material specification and the latter, in turn, take precedence over the specifications from the task list.

Serial number information from a goods movement (goods receipt from production) is copied to the inspection lot at lot creation. Serial numbers that are assigned to a production order can be included in the inspection lot using the inspection lot origin 03 (from production). When you record results, the serial numbers are proposed.

The inspection specifications (such as sample size n, rejected number c) are determined based on the lot size to be inspected (N) and the lot is released for processing. The inspection lot is then released for processing and the shop papers (such as the inspection instruction) can be printed at the predefined work centers.

You can link the release of the inspection lot to an approval procedure. This means that the inspection lot must be explicitly released before it can be processed. The inspection lot is then created, but is not available for you to record results, since no sample determination has taken place.

Changes in the inspection lot are dependent on the inspection lot status. Once a lot has been created, for example, any changes made to a task list are not automatically included in the inspection lot. Once you have made the usage decision, you cannot make any other changes to the inspection lot (exception: Long-term characteristics).

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Inspection lot 4718Production order 4715

Production order 4715

Routing

QM-relevantMaster inspection

characteristic

CH10 Tire size: 58 cm

Op. 10Op. 20

CH20 Tire pressure: 2 - 3 bar

CH10 Frame size: 58cm

Material no.: BIKE 12Op. 10Op. 20

CH20 Tire pressure: 1 - 5 barSales order 4713Customer: RhodesMaterial no. BIKE 12Frame: TitaniumTire type: Low-profile

Tire pressure: 2 -3 bar

BIKE 12

Frame: Titanium

Tire type: Low-profile

Tire pressure: 2 - 3 bar

Inspection Specifications from Variant Configuration

You can use the variant configuration to describe complex products that can exist in several variants (for example, in the automotive industry). You create the variants using a configurable material. There is a super bill of material (BOM) that contains all possible components and a super task list containing all possible operations. You assign characteristics to the configurable material using a class. These characteristics describe a specific variant. Object dependencies control the selection of the correct components and operations from the super BOM and the super task list.

You can use class characteristics from the variant configuration as a source for inspection specifications in the inspection lot. As a prerequisite, each class characteristic must be linked to one master inspection characteristic. In addition, the "Inspect by configuratn" indicator in the QM view of the material master must be set.

You can inspect by configuration for inspection lot origin 01 (GR inspection at goods receipt for a purchase order), 03 (in-process inspection for a production order), and 04 (inspection at goods receipt from production).

If there are inspection specifications from both the variant configuration and the task list or material specification that are relevant for the characteristic, the specifications from the variant configuration take precedence over those from the material specification. The specifications from the latter, in turn, take precedence over those from the task list.

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© SAP AG 2001

Object Dependencies

Optionalcharacteristic

Requiredcharacteristic



Routing

CH10 Tire size: 58cm + 0,5

Op. 10Op. 20

MK20 Lighting: OK ?


Material no.; BIKE 99Op. 10Op. 20

MK20 Lighting: OK ?Sales order 4713Customer: RhodesMaterial no. BIKE 99Frame: TitaniumLighting: -------

BIKE 99

Frame: Titanium

Object Dependencies Mutual dependency between objects. This dependency can exist, for example, between characteristics and characteristic values, for example, that a 21-gear assembly is allowed for a racing bicycle. Object dependencies can also be used to control the selection of BOM items and routing operations in variant configuration.

If a class characteristic in the configuration is not valuated because of an object dependency (precondition) and if the associated master inspection characteristic is defined as a required characteristic in the task list or material specification, this characteristic becomes an optional characteristic for the inspection. If a class characteristic in the configuration is valuated because of an object dependency (precondition) and if the associated master inspection characteristic is defined as a required characteristic in the task list or material specification, this characteristic remains a required characteristic for the inspection.

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© SAP AG 2001

Additional Characteristic from Variant Configuration



Routing

QM-relevantmaster inspection

characteristic

CH10 Tire size: 58cm + 0.5

Op. 10Op. 20

CH9500 Color: Blue


Material no.: BIKE 88Op. 10Op. 20Sales order 4713

Customer: RhodesMaterial no.: BIKE 88Frame: TitaniumTire type: Low-profile

Color: Blue

BIKE 88

Frame: Titanium

Tire type: Low-profile

Color: Blue

Additionalcharacteristic from

configuration

Your customer wants to inspect an additional characteristic that is not contained in the task list. To automatically include this characteristic, the corresponding class characteristic from configuration must be linked to the master inspection characteristic.

Class characteristics that are valuated for the configuration, but which do not exist in the task list or material specification, are also inspected.

The characteristic is assigned to the last QM-relevant operation in the inspection lot. If there is no QM-relevant operation in the inspection lot, it will automatically be added by the system.

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© SAP AG 2001

Inspection Specifications from BatchDetermination

Inspection lot 4718Delivery 4715

Order 4713Customer: SimpsonMaterial no.: NitroColor:Boiling point:

QM master inspectioncharacteristic:

Requiredcharacteristic

Inspection planMaterial no. Nitro

CH10 Boiling point

Delivery 4715Density: 1.19 - 1.21 g/cm³

CH20 Density 1,05 -1,35 g/cm³

CH10 Boiling point

Op. 10Op. 20

CH20 Density 1.19 - 1.21 g/cm³Nitro

Color:

Boiling point:

Density: 1.19 - 1.21 g/cm³

If an inspection using the batch determination has been planned in the delivery, the inspection specifications that have been defined in batch determination are included (together with the specifications from the task list and the material specification) when an inspection lot is created in the sales area.

If there are inspection specifications from both batch determination and the task list or material specification that are relevant for the characteristic, the specifications from batch determination take precedence over those from the material specification. The specifications from the latter, in turn, take precedence over those from the task list.

Prerequisite for including inspection specifications from batch determination: Each class characteristic from batch determination that is to be included in the inspection lot must be linked to a master inspection characteristic.

In addition, the Inspect by batch indicator must be set for the inspection type in the QM view of the material master. This indicator is valid for inspection types that are assigned to the inspection lot origins 10, 11, and 12.

The Inspect with specification or the Inspect with task list indicator (or both) must be set for the inspection type in the QM view of the material master.

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© SAP AG 1999

Inspection

Inspection instruction

1.75 hours12

9

6

3

11 1

7 58 4

210

Confirm activitiesComplete inspectionRecord inspection results

Inspection lot

You record inspection results for the planned inspection characteristics in the inspection lot. If any problems have been identified during the inspection, you can record defects and if necessary, activate a quality notification to process the problems.

The characteristics or inspection points are completed and valuated, based on the inspection specifications.

If required, you can confirm labor or machine times that were needed to process the inspection lot in a CO order. You can also confirm any quantities that have been manufactured in the production order or process order.

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© SAP AG 2001

Results Recording, Defects Recording

Recording inspection results for inspection lot (operation-based)

Unplanned

Characteristic results

Activatequality notification

Quality Control

Planned

Defect dataDefectdata record• Defect type• Defect loc.• Cause• ...

Quantitative characteristics(measured)

Qualitative characteristics(attributive)

You record results for planned characteristics (quantitative or qualitative) on the basis of the planned recording type and the characteristics are valuated according to the predefined valuation rule.

You can record results for qualitative characteristics with a YES/NO statement or on the basis of attribute codes (catalog type 1) that implicitly contain a valuation.

The following recording types are available for quantitative characteristics: Summarized results recording (for example, mean value and standard deviation) Classed recording (this means that class contents are recorded) Single-value recording this means each individual value (such as measured value, attribute code) is recorded.

The results are updated in the statistics and can be used for quality control purposes. You can evaluate and monitor this data using the QM Information System (QMIS).

If problems are identified during the inspection, you can use the defects recording function to document them and then activate a quality notification to process these problems.

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© SAP AG 1999

Results Recording: Worklist

Recording screen:•1 - Worklist•2 - Recording area•3 - Graphic

Selection screen:•Online help•Specific selection options•Configurable selection anddisplay variants

1 2

3

You can use the user settings to create individual settings for results recording and, in this way, shape the process to meet your requirements.

If you use a user-specific variant, you can preset the selection conditions to meet your requirements (selection variant). In addition, you can specify how the information is displayed in the overview tree (display variant). You make the setting for the selection variant on the selection screen for the worklist. You make the setting for the display variant on the recording screen using the icon Current display variant.

The system only displays objects (inspection lots, operations) in the worklist, which you are authorized to process. The objects in the overview tree are displayed differently according to your recording requirements.

On the recording screen, you can navigate easily between the individual processing objects. After inspection lot selection, the first operation with characteristics to be processed appears automatically.

You can use the integrated graphical display (in the screen area below the recording area) to display a histogram, run chart or control chart.

The maintained characteristic valuations are immediately displayed in the overview tree. Moreover, the graphical display is updated.

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© SAP AG 1999

Process-Optimized Results Recording

Selection criteria

Characteristics for several inspection lots, for all operations

Master insp. characs for several inspection lots, for all operations

Characteristics for several inspection points, one operation

Results recording is possible for :

10015

10014

10013

10012

Worklist for inspection lots

Process-optimized results recording enables flexible tabular characteristic processing. In this way, you can record inspection results exactly for the recording process and work center.

In the standard system, there are the following recording options: Results recording for a master inspection characteristic for all inspection lots and operations Results recording for inspection characteristics for all inspection lots and operations Results recording for several inspection points (physical samples, equipment) in one inspection lot and operation

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© SAP AG 1999

Results Recording for Master InspectionCharacteristic

Save

Master insp. charac. for several inspection lots, for all operations

Result SpecsMaterialInsp. lot030000012030000013030000014

T-BQ100T-BQ100T-BQ101

99.0 -101.0 W 100.099.6

AComments

AA

030000014030000014

T-BQ101T-BQ102

99.0 -101.0 W99.0 -101.0 W99.0 -101.0 W99.0 -101.0 W 99.1

102.599.8

AR

Master insp. charac. Watt8-100

Val.

Control chart STI evaluations Results history

You can process the results of a master inspection characteristic for all inspection lots on one screen in tabular form. For example, this function can be used if a characteristic is to be inspected for different materials/batches.

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© SAP AG 2001

Results Recording on the Internet

Vendor's worklistVendor's worklist

Results recording Results recording at the vendorsat the vendors

From Release 4.6C, it is possible to record results based on characteristics on the Internet. The transaction for this service is (QEW01) and it can be used from external locations (Internet) and internally (Intranet).

A worklist appears, from which the user can choose an inspection lot, when the user accesses the service. Results recording can be performed for all operations. For an inspection characteristic, you can record summarized results (measured values, mean values, attribute codes, number of nonconforming units, number of defects), single values (single measured values, number of defects), and comments.

This service is useful for: Results recording at the vendors (source inspection) Internal results recording: Internally, the service can be used to record results as normal.

The identification process in R/3 is based on the alias. Therefore, each R/3 user should have an alias assigned to them. Furthermore, it is necessary to create a selection variant for each user in the R/3 System. This can be done using transaction QEW01V. The selection variant is used to restrict a user's worklist.

The following inspection lots cannot be selected: Inspection lots with inspection point processing, SD inspection lots with partial lots, and inspection lots that require a digital signature.

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© SAP AG 2001

Mobile Results Recording

Interface to handheld devicesusing HotSync

Results dataWorklist

From Release 4.6C, Quality Management supports mobile results recording. With mobile results recording you can record inspection results using a mobile device on site. This results data can later be transferred to the SAP System. In the SAP System, you determine which inspections are to be recorded using a mobile device in the worklist "Mobile Results Recording" (transaction [QEH1]). After you have done this, there is an allocation at inspection operation level, determining which inspector is to inspect with what device.

You can find information on the mobile devices available, on the supported devices, and on the corresponding BAPI interfaces on the QM homepage in SAPNet (alias QM). On this homepage, you can download the software required for mobile results recording by choosing "PLM Quality Management -> Media Center -> Downloads -> QualityPad".

To perform mobile results recording, you need to define "Mobile Devices" in Customizing (QM -> Quality Inspection -> Subsystems -> Define Applications for Mobile Recording).

(C) SAP AG LO170 5-50

© SAP AG 2001

Recording Steps

Insp. operation 10Record resultsfor:

Valuation of characteristic Valuation modes:

Manual Attribute codes Control chart

Charac.characteristic

Sample Unit to be inspected Physical sample Equipment Functional location

Inspection charac. 1

Usage Decisionfor inspection lot

The results recording process is divided into the following stages: Recording results for inspection lots, inspection points, or master inspection characteristics, for example.

Valuating characteristics (manual or automatic, according to how you have configured results recording)

Closing characteristics (manual or automatic, according to how you have configured results recording)

When the configuration of the results recording is set accordingly then the results recording restricts itself to the entry of the inspection results.

Once all characteristics have been closed, the usage decision is made for the inspection lot and this completes the lot.

You can record results directly for the inspection lot, or select the relevant lot from a worklist.

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© SAP AG 1999

Inspection Lot Completion

OK Not OKScore:

90

Makeusage decision

Quality scoreis calculated

Quality levelis updated Follow-up actions

Pcs


1234 Mail

Inspection lot

Once the inspection results have been recorded, the inspection lot is completed with the usage decision. The usage decision specifies whether the lot is accepted or rejected. The system can automatically make inventory postings on the basis of the usage decision (for example, posting from inspection stock to unrestricted-use stock), provided that the relevant settings have been made.

The system can also calculate quality scores for the material, or the combinations material-vendor-manufacturer or material-customer. There are various procedures available for this calculation.

The quality level is updated based on the inspection results. The system uses this quality level to determine the inspection stage for the next inspection of the material or of the combinations material-vendor-manufacturer or material-customer. The time of dynamic modification that you have defined (dynamic modification at lot creation or at usage decision) determines when the quality level is to be updated.

If required, you can define follow-up actions that can be triggered automatically, once the usage decision is made (for example, sending a complaint mail to a vendor).

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© SAP AG 2001

Digital Signature

PP-PI: PI sheet Batch master

QM: Inspection results recording Usage Decision Confirmation of the

physical-sample drawing

ECH: Engineering change order

Digital Signature

You can specify that a user must execute a digital signature to be able to carry out certain business transactions in the SAP System. The digital signature enables you to meet the security requirements stipulated in the Good Manufacturing Practices (GMP) with regard to the execution of these transactions. The digital signature ensures that: A transaction can only be performed by users with a special authorization The user can be uniquely identified and there can be no forgeries The name of the user and the signed transaction are documented, together with the date and time to prevent forgeries

The digital signature has been implemented for the following transactions: Area QM: Saving inspection results for an inspection lot, recording and changing the usage decision for an inspection lot, confirming the drawing of physical samples for an inspection lot manually

ECH area (engineering change management): Changing the status of an engineering change request before object processing, releasing an engineering change order

PP-PI area (Production Planning for the process industry): Completing a workstep in the PI sheet, accepting invalid values in input validations in the PI sheet, approving a batch record

The digital signature has been implemented in the SAP System using Secure Store and Forward (SSF). SSF allows you to link various external security products that use different identification procedures. After three unsuccessful attempts, the transaction is canceled.

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© SAP AG 2001

Sample Management

Automatically

Creating thephysical-sample records

Planning thephysical samples

Sample-drawing procedure

Insp. plan

Quality inspectionManually

Insp. lot

Phys.-sampleno. 1250




Printing the sample-drawing instruction

Confirmation ofPhys.-samp. drawing

1 2 3

You plan and process physical samples using the functions for sample management. The physical-sample records are either created automatically at inspection lot creation or manually. The inspection is similar to the inspection process for inspection points, you record inspection results for the characteristics in the inspection operations that have been assigned.

Physical-Sample Drawing: Taking of a physical sample according to a predefined procedure. The physical-sample drawing can be subject to a separate confirmation process using a status scheme. The physical samples must then be released before results can be recorded.

Sample-Drawing Procedure: Master data record that is defined in the task list header and controls the drawing and formation of physical samples. The sample-drawing procedure contains one or more sample-drawing items. These items specify the details for drawing the physical samples. You use the sample-drawing item to define whether you want to work with primary samples only (single-stage physical-sample drawing) or also with pooled and reserve samples. You also define the number of physical samples and the physical sample container in the sample-drawing item.

Sample-Drawing Instruction: Contains all of the required information for drawing one or more physical samples from the population to be inspected.

Physical Sample: Subpopulation that is taken from a population and that reflects the quality of this population. The population can be an inspection lot. The name physical sample (unlike the name sample) is mainly used to describe formless (amorphous) subpopulations (for example, of bulk products or continuous products). These subpopulations are taken from a population, based on a sample-drawing procedure. The number of physical samples can either be fixed or determined on the basis of a sampling scheme.

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Planning the Physical Samples

Sample-drawingprocedure

Planning Objects

Inspection plan

Sample-drawing item

Physical-sample categories

Number of physical samples

Physical-sample sizes

Lot containers

Physical-sample container

Confirmation

Material

To plan the drawing of physical samples, you must define the necessary information in the sample-drawing procedure. You can define a confirmation requirement for each sample-drawing procedure. In addition, you can define whether the physical samples are to be drawn based on the inspection lot quantity or on the number and type of lot containers. You assign the sample-drawing procedure in the inspection plan header. The sample-drawing item contains instructions relating to: Physical-sample categories Number of physical samples Physical-sample sizes Lot container for the inspection lot Physical-sample container

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© SAP AG 2001

Physical-Sample Categories

Primary sample3 primary samples

4 primary samplesand 2 pooled samples

2 reserve samples (for storage only)

Pooled sample

Reserve sample

When drawing physical samples, there are the following physical-sample categories: Primary samples are taken directly from the population. Pooled samples are created by pooling primary samples. Reserve samples are primary samples that are reserved as specimen samples.

You define the physical-sample categories in the sample-drawing item. Each sample-drawing procedure can contain one or more sample-drawing items.

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© SAP AG 2001

Physical-Sample Records and Physical-SampleDrawings

Inspection lot

Phys.-samp. drawing

Sample datarecordSample no.123456

Data for: Physical-sample origin Physical-sample type Physical-sample

category Sample details Inspection lot Physical-sample storage

No. 736713

All sample data records contain different data:

Header data: General information about the physical sample (for example, sample number, sample type, sample category, status information, short text).

Origin data of the sample: Information about the origin of the physical sample (such as material, batch, material document number, plant, vendor, manufacturer).

Data for inspection lot: Information about the inspection lot from which the sample was taken (such as inspection lot number, status of the inspection lot, inspection lot quantity, sample size, task list group).

Physical-sample drawing data: Information about the physical sample drawing (such as sample type, lot sample container, lot sample container unit, sample container type, number of physical samples, physical sample number, physical sample drawing procedure, confirmation of the removal of the sample)

Data relating to the physical-sample location: Information about where the physical samples are stored after an inspection (such as storage location, storage duration, and status of the physical sample).

The physical sample drawing is a reference object for all physical samples (primary samples, pooled samples, and reserve samples) that come from the same inspection lot. During the inspection lot generation the system automatically assigns a physical-sample drawing number to each physical-sample drawing.

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Inspection Process Using Planned PhysicalSamples

Insp. lot

Results recording

Release /confirm sample

Physical-sampledrawing

Printingshop

papers

Task list selection


• Manual

• Automatic

• Inspectionplan header

• Inspectionpoint:Physicalsample

• Sample-drawingprocedure

• Samplingprocedure

• Sample-drawingprocedure

• Partial samples

• Sample-drawinginstruction

• Inspectioninstruction

• Samplelabels

• Samplemaster recordcreation

• Labelingof samples

• Distributionof samples towork centers

• Digitalsignature

• Statusmanagement

• Worklist forphysical samples(lncl. user fields)

• Process optimizedfor physical samples

• PI sheet

Samplingprocedure:N = 125N : C = 13 : 1

Sample-drawingprocedure:6 Primarysamples

Samplingprocedure:N = 125N : C = 13 : 1

Sample-drawingprocedure:6 Primarysamples

Sampledeterm-ination

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© SAP AG 2001

Inspection Process Using Unplanned PhysicalSamples

Results recording

Printingshop

papers

Flexible inspection

specifications

Inspection lot

creation

Printing sample

label

Physical sample

Physical sample

• Physical-sample record already exists

• Was created manually / automatically

• Labeling the new sample

• Inspection type15 in theinspection setupfor the material

• Inspection lotfor the physicalsample

• Automatic /manual task listselection

• Unplannedinspectioncharacteristics

• Inspectioninstruction

• Worklist forphysical samples(lncl. user fields)

Material: 4711Sample: 0815 Inspection

lot

You can create inspection lots manually for one or more existing physical samples. The system creates one inspection lot for each physical sample. All inspection lots created in this way have the inspection lot origin 15.

You can use this function, for example, to:

Perform stability checks on reserve samples

Check competitors' samples

Check samples that you received in relation to the a customer complaint

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© SAP AG 2001

External Systems

CAQ

Inspection processingin external systems

QM - IDI

Mobile results recording

Online measuredvalue recording

QM

SAP SystemRFCcall

LIMS You can create inspection results that are not directly incurred at the work place,

with a mobile application on site and then copy

them to the SAP System.

The system features standardized, certified interfaces for linking external equipment to the QM component. Apart from mobile results recording, you have the following options: Process quality inspection using the QM-IDI interface: This technology is used in QM to process inspection operations in subsystems. The interfaces exchange data in both directions. The data transfer is triggered from the subsystem, it comes automatically from a log determined and publicized by SAP and is monitored by the system. SAP offers the necessary data transfer programs for a range of platforms.

Get characteristics results using a PC interface: With this technology you can copy entire data records (this means several folders); they are converted in order to transfer results records for individual inspection characteristics, such as measurement values and inspection descriptions, from a subsystem into QM. The transfer is triggered and monitored by the user. QM has a predefined reference (User Exit) for the necessary function enhancements.

Data transfer using switches: With this technology you can fill individual input data fields on the screen with values This replaces the manual input of characters using the keyboard. The transfer is controlled and monitored by the user. Using an electrical switch the serial interface for the keyboard of the R/3 terminal is switched parallel to the serial interface of the subsystem, this means with the electronic measurement equipment. Normally you would use the standard RS232-C here and if necessary adjust signal deviation of the measuring equipment to this standard. No special system software is required for this solution.

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Functions in Detail; Quality Inspection: Exercises

Unit: Functions in Detail Topic: Quality Inspection


• Create inspection lots manually

• Record results for inspection lots and complete the inspection with the usage decision

During a follow-up inspection, you must inspect certain materials again. To do this, you manually create inspection lots in the system and record the inspection results for the planned inspection characteristics. After finishing the inspection, you complete the inspection lots with the usage decision. If necessary, you can trigger follow-up actions (for example, sending a UD log) using the usage decision.

1-1 Manually Creating an Inspection Lot

You manually create an inspection lot in the system for the follow-up inspection of a material that has already been stored and valuated. Then, record inspection results for the planned inspection characteristics. These inspection results are available for quality control and evaluations.

1-1-1 Creating the Inspection Lot

Manually create an inspection lot for material T-BQ3## in plant 1000 for inspection lot origin 05. The inspection lot quantity is 100 pieces. Enter your group number in the field Short text.

(C) SAP AG LO170 5-61


Display the manually created inspection lot, and note the following information for the inspection lot data record:

Inspection lot number: ______________________________________

Inspection type: ___________________________________________

Sample size: ______________________________________________

Task list group: ________________ Group counter: __________

According to which specifications is the sample size determined in this inspection lot?

____________________________________________________________

____________________________________________________________


Record inspection results for the inspection lot. Use the Results recording worklist for this and select the inspection lots for material T-BQ3##.

2-1 Usage Decision and Inspection Completion

You can make the usage decision for the inspection lot after you complete the inspections. The usage decision shows whether the inspected goods were accepted or rejected.

2-1-1 Making the Usage Decision

Make the usage decision for your inspection lot by choosing a suitable UD code. All UD codes are stored in the SAP System in a certain catalog type. A mail should be sent when the usage decision is made. Choose the corresponding UD code.

(C) SAP AG LO170 5-62

2-1-2 Displaying the Mail

Display the mail that has just been sent.

2-1-3 Catalog for Usage Decisions

In which catalog are all codes stored for the usage decisions?

Catalog: _____________________________

2-1-4 Properties of this Catalog

What features does this catalog have?

____________________________________________________________

(C) SAP AG LO170 5-63

Functions in Detail: Quality Inspection: Solutions

Unit: Functions in Detail Topic: Quality Inspection

1-1 Manually Creating an Inspection Lot

1-1-1 Creating the Inspection Lot

Logistics → Quality Management → Quality Inspection → Inspection Lot → Editing → Create



Material T-BQ3##

Plant 1000

Insp. lot origin 05

By choosing the return key or Enter, the detail data for the inspection lot is displayed. Enter the following data:


Insp. lot size 100

Short text Group ##

Choose the return key to release the data. Save your entries.

(C) SAP AG LO170 5-64



The number of the inspection lot that was last created is displayed in the field Inspection lot. By choosing the return key or Enter, the screen Display inspection lot appears. The following data is displayed on this screen:


Inspection lot 50000000 .......

Inspection type 05

Tab page Insp. lot quantities

Sample size 5 PC

Tab page Insp. specifications

Group ........

Group counter 1

Inspection specifications are used from the assigned inspection plan for inspection type 05 because of the inspection setup in the QM view of the material master. This inspection plan has two inspection operations and each operation has one inspection characteristic. The sample size that is required for inspecting characteristics is defined using the sampling procedure, which is assigned to the characteristics.



The selection screen for inspection lots in the results recording worklist appears. Use the tab page Material to select inspection lots and enter the following data:

(C) SAP AG LO170 5-65


Plant 1000

Material T-BQ3##

Exit the selection screen by choosing the F8 function key or the pushbutton Execute.

The characteristic overview for results recording appears for the inspection lots you selected. Your current worklist is displayed on the left side of the screen. The characteristic overview for the first operation to be processed in the inspection lot is displayed in the screen area on the right.

Record inspection results for the first operation in the inspection lot on the characteristic overview screen. On the characteristic overview, you can enter the summarized inspection result in the field Result. Exit the field by choosing the return key. The inspection characteristic is valuated and automatically closed. Save your entries.

Record inspection results for the characteristic in the second operation. The characteristic overview appears by double clicking on the operation in the worklist (screen area on the left). You can then record results.

2-1 Usage Decision and Inspection Completion

2-1-1 Making the Usage Decision

When you have saved the inspection results, you can then immediately switch to the usage decision from the results recording worklist. By double clicking on the inspection lot number in the worklist, the screen Record Usage Decision: Characteristic Overview appears. In this overview, you can view details for inspection characteristics in the inspection lot.

Select the UD code M100 in the field UD code using the field-related input help (F4 help). Save the usage decision.

You can also access the transaction for making the usage decision by choosing:


2-1-2 Displaying the Mail

Office → Workplace

(C) SAP AG LO170 5-66

In your workplace you can access an overview of all of the documents and workflows that have been sent to you in the Inbox.

2-1-3 Catalog for Usage Decisions

All codes for usage decisions are stored in catalog 3.

2-1-4 Properties of this Catalog

Catalog 3 can only be used with selected sets like catalog 1. Code valuation is required in selected sets. For catalog 3, follow-up actions are possible at code level in all selected sets.

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Functions in Detail; Sample Management: Exercises

Unit: Functions in Detail Topic: Quality Inspection/Sample Management


• Create and process inspection lots for physical samples

• Record inspection results for physical samples, valuate physical samples and complete the inspection with the usage decision

Based on information from your raw material vendor, you must perform a follow-up inspection on a batch of delivered material. Since you will record results for this follow-up inspection in the system and use them for later evaluations, you create a manual inspection lot. The goods are stored in canisters, and you must take samples based on the number of canisters because of the information from the vendor.

1-1 Manual Creation of Inspection Lots

In your company, inspection plans for goods receipt already exist for the material. In these inspection plans, physical-sample drawing is dependent on the number of containers and the physical-sample container (for example, drums, canisters, tanks).

1-1-1 Creating the Inspection Lot for a Material and Batch

Create a manual inspection lot for material T-TQ1## in plant 1100. Use inspection lot origin 01.

You must perform a follow-up inspection on batch TQ1## because of information from vendor 1000. There is 50kg of this batch in 10 canisters.

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1-1-2 Displaying the Inspection Lot Data Record and Sample Data Record

Display the inspection lot and note the following data:

Inspection lot number: _____________________________________

Sample size: _____________________________________________

Task list group: ________________ Group counter: __________

Sample-drawing procedure: _________________________________

How many physical samples were taken? ___________________

Which numbers do the physical samples have? ___________________

Display a physical-sample data record for the inspection lot, and note the following data:

Physical-sample drawing number: ___________________________

Physical-sample category: _________________________________

Physical-sample status: ____________________________________

1-2 Results Recording for Physical Samples and Inspection Completion with the Usage Decision

Record inspection results for the physical samples and valuate the single physical samples. Use the results recording worklist and select your physical samples using the physical-sample number.

Make the usage decision for the inspection lot.

(C) SAP AG LO170 5-69

Functions in Detail: Sample Management: Solutions

Unit: Functions in Detail Topic: Quality Inspection/Sample Management

1-1 Manual Creation of Inspection Lots

1-1-1 Creating the Inspection Lot for a Material and Batch

Logistics → Quality Management → Quality Inspection → Inspection Lot → Editing → Create



Material T-TQ1##

Plant 1100

Insp. lot origin 01

By choosing the return key or Enter, the detail data for the inspection lot is displayed. Enter the following data:


Batch TQ1##

Insp. lot size 50

No. containers 10 CAN

Vendor 1000

Choose the return key to release the data, and save your entries.

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The number of the inspection lot that was last created is displayed in the field Inspection lot. By choosing the return key or Enter, the screen Display inspection lot appears. The following data is displayed on this screen:


Inspection lot .......

Tab page Insp. lot quantities

Sample size 0,200 KG

Tab page Insp. specifications

Group …

Group counter 1

Drawing proc. S1000

Based on the sample-drawing item in the sampling procedure, only primary samples are processed in this case. In this case, the number of primary samples is dependent on the number of containers. Two physical samples are taken from 10 containers in accordance with the specifications in the sampling scheme.

You use the pushbutton Samples to switch from the inspection lot data record to the sample overview for the physical-sample drawing.


Phys. sample 1000000...

Phys. sample 1000000...

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You select a physical sample by clicking on it, and in this way switch to the physical-sample data record.


Physical sample ...

Category Primary sample

Status REL, LBPR

1-2 Results Recording for Physical Samples and Inspection Completion with the Usage Decision


The selection screen for inspection lots in the results recording worklist appears. Use the tab page Physical sample for inspection lot selection.


Physical sample 100000... to 100000...

You can use the field-related input help in the field Physical sample to select the physical samples for the current inspection lot.


The characteristic overview for results recording appears for the inspection lots you selected. Your current worklist is displayed on the left side of the screen. The characteristic overview for the first physical sample in the first operation of the inspection lot is displayed in the screen area on the right.

Record inspection results for the physical sample on the characteristic overview screen. On the characteristic overview, you can enter the summarized inspection result in the field Result. Exit the field by choosing the return key. The inspection characteristic is then valuated and automatically closed. The system returns to the next inspection characteristic in the operation. Save your entries after recording results for the second inspection characteristic. The screen for valuating the physical sample then appears. You can accept the proposed valuation or manually change the valuation for the physical sample.

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Record inspection results for the other physical samples, and complete the inspection lot with the usage decision. Switch from the results recording worklist to the usage decision by double clicking on the inspection lot number. On the recording screen for the usage decision, there is an additional tab page with the results for the physical samples. Save your entries.

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QM

Quality Certificate Functions

Quality CertificatesCertificate receipt

Certificate issue

Information System

Quality certificate: Guarantees that specific manufacturing procedures or working practices have been followed and defined inspections have taken place that are based on regulations, standards, customer specifications, or other agreements. The certificate also confirms inspection results.

You can monitor the certificate receipt independently of the goods receipt, with reference to a purchase order.

Certificate processing in goods issue covers: Certificate planning (creating certificate forms and certificate profiles) Certificate processing (creating and shipping certificates)

You can use the Information System at any time to create an up-to-date overview of certificate receipts and certificate issues.

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Results from aninspection or valuatedresults from a batch

Delivery

Fulfillment ofmanufacturer'sspecifications or those ofthe ordering party

Confirmation of requiredcondition

Manufacture usingappropriate methods

Inspected goods


Certificate

A quality certificate verifies the quality of goods. The chemical or physical properties of goods can be recorded as inspection results or documented as batch characteristics.

You can create customer-specific certificates whose content and layout are modified to meet customer requirements, or general certificates (for example, for a material).

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Certificate

Form

Certificate

profile

Works testcertificate

Acceptanceinspectioncertificate

Certificate ofanalysis

Examples of certificate types:

Contents and layout

Certificate Planning

Inspection characteristics Materials from

production chain

To create certificates, you define certificate profiles which are based on standard certificates and forms such as: Certificate of analysis Works test certificates (for example, according to DIN 50049) Acceptance inspection certificate

In the certificate profile, the system predefines such information as the data origin, output format, and procedures for skip for each characteristic (master inspection characteristic or class characteristic for batch) that is included on the certificate.

You can create certificate forms using the SAPscript editor. In the delivery system the example form QM_CERT_01 is available. This form can be used as a copy template for your own forms.

If the certificate form is not in the current client then a form search is carried out in client 000.

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QM

Archiving certificates

Goods issue

Output determination

Recipient Dispatch type

(fax/printer) Dispatch time Language

Certificate profile

Data from inspection

Data from batch classification

DeliveryCustomer

Material Batch SD

Certificate Processing

SAPArchiveLink

Certificate

The certificates are created when goods are shipped. The certificate creation process can be automated. In addition, you can create certificates manually for a material or for an inspection lot.

The system retrieves the data defined in the certificate profile for the individual characteristics and copies it to the certificate. You can also include inspection results for materials in the production chain on the certificate. You use the certificate profile to control how a skipped characteristic is to be printed on the certificate.

The addresses for the certificate recipients are taken from the customer master data maintained in the SD component (sales, shipping).

You can archive the certificates in an optical archive using ArchiveLink.

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Example of a Certificate

IDES Holding AG, P.O. Box 160529, D-60070 Frankfurt/M

Heathrow AirportAirport Rd.LONDONGreater LondonDE2 8UPGB Quality insp. certificate

Date24.01.2001

Purchase order item/Date

Delivery item/Date

Order item/Date

Customer number

Material: Our /Your ref.C-202 Cover matt green RAL 6014 / 10 liter /

Charac. Unit ValueLower limit

Upper limit

Density Kg/ m³ 1504.0 1450.0 1550.0

Batch 1 / Quantity 10 l

Viscosity cP 1710 17701756 Sample 1000123

Insp. date: 22.01.2001Time: 08:30:45

1745 Sample 1000124Insp. date: 22.01.2001Time: 09:30:45

You can print characteristic values for inspection points, physical samples and equipment on the certificate. To do this, you define the level at which results are selected for each characteristic in the certificate profile. The following levels are available for results selection: Summarized value for the characteristic Mean value of the characteristic for each inspection point Original value

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Processing Quality Certificates at Goods Receipt

COA

Certificate

Scanner

Opticalarchive

You can monitor the receipt of a quality certificate with and without inspection lot processing, independently of the time of goods receipt. You can store the quality certificate in the optical archive.

The incoming certificate is filed in the optical archive first as a document, document type. The system sends this information to the inbox of the employee responsible for processing using the Workflow. The document can then be checked and stored as a quality certificate in the optical archive, or assigned to a purchase order.

Prerequisite for enhanced certificate processing: The Enhanced certificate processing indicator must be set in Customizing for the certificate type.

If the quality certificate is electronically transferred with the formatted data, this allows an automatic transfer of results from the certificate to an inspection lot. Using the results data origin entered in the inspection plan or in the material specification, you control whether the data is copied from the electronic certificate or whether is should be checked itself.

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Quality Certificate for Delivery to Internet

List of collectedcertificates

List of collectedcertificates

Log collectionoperation

Log collectionoperation

Certificate profile planning

Certificate profile planning

Certificate profile

Issuing customer authorization accessIssuing customer

authorization accessAccess

authorization

Collection of thecertificates

Collection of thecertificates Access status

Certificate creationfor delivery

Certificate creationfor delivery Certificate

Set up the vendor Homepage

Set up the vendor Homepage

Homepage Vendor Vendor Customer Customer

You can enable your customers to call up quality certificates on the Internet. There are two variants available for this: The new service QC40 enables notifications for delivery items to be processed on the Internet. This means that a current certificate is always generated and each collection operation logged.

The new service QC40A enables notifications for delivery items to be displayed on the Internet as pdf-files. This means that for a new call-up the content of the certificate is not updated, the certificate from the storage system is displayed instead.

Each customer contact who wants to call up their certificate needs an R/3 user and alias name for the delivery system. This R/3 user needs a reference to a customer contact (business partner employee).

With the service QC42 (since Rel. 3.1) quality certificates for batches can be called up on the Internet. The data from the certificate is read during the run-time of the database. The certificate is transferred as a pdf-file.

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Certificate Transfer

Customer selects the certificates

Available certificates

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Functions in Detail; Quality Certificates: Exercises

Unit: Functions in Detail Topic: Quality Certificates


• Describe the basic structure of a certificate profile and assign the certificate profile to different objects

• Create certificates for deliveries and batches

In your company, quality certificates are used to document the quality of goods. The quality certificate is created in general for the delivery item. You must copy certain customer-specific specifications to the certificate layout. In certain cases, you must also create a certificate for a batch.

1-1 Assigning a Certificate Profile

In the certificate profile, you define the characteristics that should be printed on the certificate. You also assign a form that is used for creating the certificate. The form determines the layout and a part of the certificate content.

1-1-1 Assigning a Certificate Profile to the Material

Assign the following certificate profile to your material T-FQ1## and then release the certificate profile:

Certificate profile: QINTER_01_##

Certificate type: 0003 (manufacturer's test certificate)

Version: 1

Certificate profiles can only be assigned if they have the status Released.

1-1-2 Assigning the Certificate Profile to a Combination of Material/Customer

If customer 7777 receives material T-FQ1##, a special certificate profile should be used. Assign the following certificate profile to this key combination:

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Certificate profile: QCert170_##

Certificate type: 0003 (manufacturer's test certificate)

Version: 1

When you assign the certificate profile, you set the Valid from date as the current date - 1day.

1-2 Certificate creation

1-2-1 Creating a Certificate for a Batch

An inspection station for materials requests a certificate for material T-FQ1## from you. Create this quality certificate for batch FQ1##. The sending plant is 1000.

Recipient: User-definable address

Mr. Braxton

Inspection Station South

673244 Philadelphia

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1-2-2 Creating a Certificate for a Delivery

Create a certificate for your delivery from the exercise QM in Sales Order Processing in the unit QM in the Logistics Supply Chain.

If necessary, use the Outbound delivery monitor to select your delivery in a second session: Logistics → Sales and Distribution → Shipping and Transportation → Lists and Logs → Outbound Delivery Monitor Selection type: List of deliveries Outbound delivery Material: Material: T-FQ1##, Batch: FQ1##

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Functions in Detail: Quality Certificates: Solutions

Unit: Functions in Detail Topic: Quality Certificates

1-1 Assigning a Certificate Profile

1-1-1 Assigning a Certificate Profile to the Material

Logistics → Quality Management → Quality Certificates → Outgoing → Certificate Profile → Assignment → Create

You use the key combination to define for which objects the certificate assignment should be created. Choose the key combination Material.

Enter the following data on the quick entry screen for certificate assignment:


Valid from Current date

Material T-FQ1##

Profile QINTER_01_##

CType 0003

VersNo 1

Save your entries.

Certificate profiles must have the status Released if they are to be assigned. If required, you can release the certificate profile by choosing: Logistics → Quality Management → Quality Certificates → Outgoing → Certificate Profile → Change → Pushbutton Release.

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1-1-2 Assigning the Certificate Profile to a Combination of Material/Customer

Logistics → Quality Management → Quality Certificates → Outgoing → Certificate Profile → Assignment → Create

Choose the key combination Material/Customer.

Enter the following data on the quick entry screen for certificate assignment:


Valid from Current date -1 day

Material T-FQ1##

Customer 7777

Profile QCert170_##

CType 0003

VersNo 1

Save your entries.

1-2 Certificate creation

1-2-1 Creating a Certificate for a Batch

Logistics → Quality Management → Quality Certificates → Outgoing → Certificate Creation → For Batch

Create the quality certificate for the following batch:


Material T-FQ1##

Batch FQ1##

Choose User-definable address as the recipient, and exit the screen by choosing the return key.

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On the following screen, you can enter the address. Exit the screen by using the return key. You return to the initial screen for certificate creation. Create the certificate by choosing the pushbutton Execute or the F8 function key. The certificate is issued as a print output according to the specification in the field Transmission medium.

You can display the created certificate in the print spool. To do this, choose: System → Own spool requests You can select the spool request in the overview and display it using the pushbutton Display contents.

1-2-2 Creating a Certificate for a Delivery

Logistics → Quality Management → Quality Certificates → Outgoing → Certificate Creation → For Delivery

On the selection screen for certificate creation, enter the following data:


Sort order 01

Processing mode 1

Shipping point 1100

Delivery 8000....

Use the number of the delivery from the exercise QM in Sales Order Processing.

Exit the selection screen by choosing the function key F8. The output from the delivery is displayed. For the selected delivery, an output of output type LQCA (quality certificate, ship-to party) can be processed. After selecting the output, you can display it on screen by choosing the pushbutton Print preview or edit it using the F8 function key. In this case, the certificate is issued and you can display it in the print spool.

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QM

Quality Notification Functions

Quality Notification

Problem processing

Quality notificationstructure

Notificationprocessing

Quality notifications are the central medium in QM for processing problems and unplanned events. Quality notification: Structured problem notification that is integrated in the system and that can be used to process various problems arising from poor quality goods or services. These problems can be customer complaints, complaints against a vendor, or internal problem notifications. Quality notifications allow you to record, manage and evaluate data for these problems.

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Problem

Problem

Problem

Problem

Problem

Problem

Problem

Problem

Problem

ProblemProblem

Problem

Problem

Problem

Problem

ProblemProduction

ProcurementMalfunctions

Complaintagainst vendorQuality

Customer complaint

Sales

Problem

Problem Processing in the Company

Solution:

Notification system!

There can be many different causes for problems that occur in products. The problems can occur at any stage of the logistics supply chain.

The notification component enables you to: Describe a problem and define the reference objects that are affected (for example, material, vendor, manufacturer)

Record the names of all parties concerned (partners) Define processing parameters for the quality notification (for example, assign priority, specify time period by which the notification is to be completed)

Record individual defect items for a problem and analyze their causes Determine the corrective actions that are to be implemented (such as immediate tasks or corrective tasks that can only be performed, once a thorough defect analysis has taken place)

Monitor the progress of corrective actions using statuses Log all activities that are associated with the problem Record the nonconformity costs that are incurred in processing and correcting problems Print, fax, archive, or export various documents (shop papers) that are related to the problem Compile a list of created notifications for processing or for evaluation

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Notification Processing in the SAP System

General notification

Malfunction report forequipment and activity

reportsMaintenance notification

PM

General problem notifications

QMQuality notification

Malfunction report forsingle objects at

customer site

CS

Notification withneutral character

Service notification

Other components and supporting functions of the SAP System are integrated in the quality notification system.

The SAP System differentiates between various notification systems: General notifications (notification type 05) Quality notifications (notification category 02) in the QM component Maintenance notifications (notification category 01) in the PM component Service notifications (notification category 03) in the CS component Claim notifications (notification category 04) in the PS component [Project System]

The following notification types are available in the SAP System: General notifications: General notification (G0), change notification (54) Quality Notifications: Customer error (F1), Vendor error (F2), Material error (F3), customer complaint (Q1), complaints against vendor (Q2), internal problem notification (Q3), general internal problem notification (Z3)

Maintenance Notifications: PM order (M1), malfunction report (M2), activity report (M3), malfunction report from QM (MQ)

Service notifications: Service notification (S1), activity report (S2), service request (S3)

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Elements of the Quality Notification System

Action log

Classification system

DMS

Change documents

Controlling

QM costs

Nonconformity costs

Status management

Evaluations

ArchiveLink

Workflow

Qualitynotification

Object services

There are 3 basic types of quality notifications: Customer complaint in sales (notification type Q1) Complaint against a vendor in procurement (notification type Q2) Internal problem notification in production (notification type Q3)

You can also define your own notification types in Customizing. Action log: The action log displays an overview of all the changes in the life cycle of a notification (for example, when the last change was made and who made the change). Information from the status management and change document functions forms the basis for the action log.

Using Object services you can very easily attach documents to the notification. You can assign any number of master records from the document management system (DMS) to the header of a quality notification (such as a scanned fax of the defects that has been sent by your customer). You can display this original document directly from the quality notification.

You can display notifications with the help of the list viewer. You can link notifications to the Workflow, to automate the processing of these notifications. You can use quality notifications to record nonconformity costs and quality-related costs. A complex status management system is integrated in the SAP notification system.

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Easy Entry of Notifications

Enter all data onone screen

Change thenotification type

Configuration ofinitial data entryscreen andprocessing screencan be changed

The notification category "General notification" is available in Release 4.6C. This new notification category supports the preconfigured notification type "General Notification."

This notification type serves as a "general-purpose" notification that is not limited to any specific business processes. You can use this notification type to initially record information of a general nature, which may later be categorized more specifically from a business perspective.

With the transactions for simplified notification processing, you are presented with a simplified view of a notification in terms of structure and functions. In this processing view, the system only provides the functions that you need to process the notifications quickly and efficiently.

You can enter information quickly and easily using both the SAP System and the Internet/Intranet. In simplified notification processing, tasks and activities are created using the action box. You can access simplified notification processing in the system under "Office - Notification" or under "Logistics - Central Functions - Notifications".

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Internet Service Request

Development II 12345Development II 12345

Need a shuttle from the airport for customers on 3rd April 2001

The Internet Service Request (ISR) is used to enter and process all types of inquiries or problem descriptions on the Intranet.

When you create an Internet Service Request on the Intranet for a business scenario that requires the use of notification processing functions, the system calls up an Easy Web Transaction. In this transaction you can enter the data specific to the notification and save the notification for further processing.

The Easy Web Transaction for simplified notification processing is called up using the mySAP Workplace or using a Web GUI and has the same functions as simplified notification processing in the SAP System.

To make the Customizing settings for the business scenarios choose: "Cross-Application Components -> Notifications -> Notification Processing on the Intranet -> Define Scenarios". Pre-defined scenarios can be copied from the delivery system using the Commandfile P46C_ISR.

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Quality Notifications in the Logistics Supply Chain

SalesProductionProcurement

Q-notificationInternal

problemtypes

Customercomplaints

Complaintagainstvendor

User-definednotification

types

Repairsprocessing

You can use quality notifications in all areas of the logistics supply chain. You can call-up the sales summary directly when editing or displaying customer complaints. The sales summary contains information about existing notifications (service notifications and quality notifications). To process repairs, you can create a repair order for a customer from within a notification.

You can call-up the buyer's negotiation sheet directly, when editing or displaying complaints against a vendor. The buyer's notification presents a summary of the important delivery and material data from the purchase info record. For example, it contains. The current price and condition of the vendor Company-internal materials requirements statistics The total value of the vendor orders up to now Vendor evaluation (such as consideration of the GR inspection, vendor reprimands)

You can create a new notification directly from an existing notification, for example, for problems in production, such as complaints against the vendor. You can also trigger various follow-up procedures (such as stock transfer postings, quality inspections, return deliveries, debits, or credit memo requests) from a notification. You can determine online which notification type is to be created and which items are to be copied into the new notification.

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Quality Notification Structure

Activities

ActivitiesPartner

CauseTasks

Tasks

Defect item

Quality notificationAction box

CauseCause

A quality notification is structured as follows: Header information (differs according to notification type) Tasks and activities Defect items (describe a problem or defect that has been recorded). These include: - Tasks for defect items - Description of causes - Activities for defect items

By specifying a partner and a person responsible, the notification is exclusively assigned to the person or group of persons who is responsible for processing the notification.

Task: Work that is planned for a notification. The task is defined using a code from the task catalog and if necessary, explained by an additional text. You can define tasks for a notification as well as for individual notification items. The tasks undergo several status changes. You define a partner responsible for carrying out the task. The system can perform the worksteps that are linked to the task as automatic follow-up actions and can trigger a Workflow.

Activity: Work that was carried out for a notification. The activity is defined using a code from the activity catalog and if necessary, explained by an additional text. Activities can be stored in the notification header, as well as in the individual notification items.

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Action Box

Material

Customer

No. No.Action BoxTelephone call

Notification

8D report

CustomizingSAP standard examples

Customer enhancements

Task /activity

Follow-up action- synchronous -

Business Workflow- asynchronous -

Notification Header

The action box contains follow-up functions that have been predefined in Customizing for each notification type and that can be executed immediately, using a pushbutton in the notification.

The follow-up function is executed directly after selection, not when the notification is saved. After the follow-up function has been implemented successfully, a task or an activity is created. You can also use a follow-up function to trigger a Workflow task. For each follow-up function, you can define rules in Customizing that allow you to work through the action box in a process-oriented sequence. These rules divide the follow-up functions into the following categories: Executable Already executed Currently not allowed

The required Customizing entries can be copied from client 000. These are follow-up functions, follow-up actions and basic data from the catalog of tasks and activities.

Examples of follow-up functions: Tighten/reset quality level Send reports Request 8D report Generate notifications from existing notifications

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Notification Processing (Sequence)

SAP Workflow

Implement immediate tasks

SAP Workflow

Process notification

Problem ordefect

analysis

Completenotification

Record activities

Create notification

Implement tasks

Q-notification

The sequence for processing notifications is the same for all notification types.

Whenever you perform a notification function that is subject to status management, the SAP System automatically assigns the corresponding status to the notification. The current system status shows you the processing phase that the notification has reached, and the steps that still have to be implemented. Usually, the notification must have a certain status before it can be further processed. If the correct status is missing, a system message appears to inform you. A notification can display the following status types:

System status: The system status is set when you carry out a particular function for the quality notification. The system status informs you that a business transaction has been performed for the notification. The system statuses for quality notifications are preset in the SAP System and cannot be changed.

User status: User statuses allow you to further restrict functions that are allowed by system statuses. User statuses are defined in a status profile (Customizing) by the system administration. Provided that you have authorization, you can assign and delete user statuses.

When notifications are processed, an action log is written that stores information relating to the processor and the type of processing.

You can archive notifications. The notification system is linked closely to the catalogs (task catalog, activity catalog).

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General Worklists

From Release 4.6C, there are two new worklists available for the processing of notifications and tasks.

Worklist for notifications, transaction IQS8 Worklist for tasks, transaction IQS9

These new worklists offer the following advantages: They are cross-application worklists. All notifications appear in this list - quality notifications, maintenance notifications, service notifications, and general notifications. They are user-specific worklists. You can create a worklist for a particular user. This means that all notifications and tasks that are assigned to this particular user are selected.

On the entry screen for reports, you can find tab pages for a "personalized worklist" and for "general selection". From Release 4.6C, there will also be new transactions for the processing of tasks in a notification. Choose "Office - Notification - Task" (IQS12), to process all data relevant to task processing and to higher level notifications in structured screen areas.

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Quality Notifications on the Internet

Problem processing

Vendor

Consumer-to-business

Internet

SAP System

Customer

Problem recording

The customer can use the Internet to access the vendor's system and create a quality notification, if a problem has been identified. This ensures that the problem is processed promptly. The contact person at the customer's describes the problem using codes that can be selected from an object-dependent list and adds explanatory text, if necessary. The prerequisite for this is that the contact person has a contact person number, as well as a password and the corresponding authorization for the vendor's system.

In the standard SAP System, you can create notifications of type Q1 (customer complaints) on the Internet.

A special transaction enables you to create notifications on the Internet.

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Functions in Detail; Quality Notifications: Exercises

Unit: Functions in Detail Topic: Quality Notifications


• Use the worklist for notifications to process outstanding notifications for certain materials and partners

• Enter tasks and activities for notifications

• Explain the general uses of the action box

You are responsible for processing complaints against the vendor and customer complaints in your company. You start suitable tasks based on the subject matter. You want to document the complete processing process in the system so that you can use the data for statistics.

1-1 Notifications Worklist

Select all outstanding notifications that exist for your material T-BQ3##.

Since your vendor for material T-BQ3## has often delivered faulty goods, you want to tighten the goods receipt inspection for the material. Process an outstanding notification for the material and enter this task.

Use a suitable code for entering the task. Since you are responsible for executing the task, you enter your user (LO170-##) as the person responsible for the task.

Save your notification.

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1-2 Task Worklist

If you use the task worklist, you can select all the tasks, for example, for which you are responsible.

1-2-1 Activities for the Notification

Use the task worklist to select all the notifications for which you are responsible.

You have recently tightened the goods receipt inspection for material T-BQ3##. Enter this as an activity for the notification. You have sent a special complaint against the vendor as another activity. Use the corresponding codes for entering these activities.

1-2-2 Completion of Tasks

Complete your outstanding tasks for the notification. Save your notification.

You can use the action box in the notification to start activities immediately from the notification. For example, you can execute a transfer posting to blocked stock and then create a return delivery to the vendor.

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Functions in Detail: Quality Notifications: Solutions

Unit: Functions in Detail Topic: Quality Notifications

1-1 Notifications Worklist

Logistics → Quality Management → Quality Notification → Worklist → Notification → Change Data

The screen for selecting notifications appears. Enter the following data:

Screen area Additional restrictions


Material T-BQ3##


The notifications that correspond to the selection conditions are displayed in a notification list. You can switch from this list to processing for the notification by double clicking on the notification number.

Enter the desired tasks for the notification on the tab page Tasks. Use the corresponding code. You are responsible for executing this task. Enter your user name LO170-## in the field Responsible.

In the quality notification, both the notification header and the task have a status. You can release and complete tasks individually.

Select your task and release it by choosing the pushbutton Release. Save your notification.

1-2 Task Worklist

1-2-1 Activities for the Notification

Logistics → Quality Management → Quality Notification → Worklist → Task → Change Data

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The selection screen for the tasks in a notification appears. Enter the following data:

Screen area Partner for tasks


Person responsible LO170-##

Start the selection by choosing the F8 function key.

The system uses the notification status for the selection. You can choose the notification status in the upper area of the selection screen. You can also use a selection profile created in Customizing.

The system displays a list of notifications in which you are responsible for a task. After you have selected the notification, you can switch to processing by choosing the pushbutton Task or Notification.

Enter the task for the notification on the tab page Activities. Use a suitable code in the field Activity code.

The main differences between an activity and task are that the activity does not have a status and no partners can be assigned. The activity can be documented.

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1-2-2 Completion of Tasks

After you have documented the activity in the notification, you can complete the task in the notification. Choose the tab page Tasks and select your task. You complete the task by choosing the pushbutton Complete. Save the notification.

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QM

Quality Control Functions

Quality Control

Dynamic modificationof the inspection scope

Statistical processcontrol (SPC)

Quality scores

Vendor evaluation

Quality-related costs

Evaluations

Dynamic modification of the inspection scope: Function that controls the inspection scope (inspection characteristics and sample sizes) in a sequence of inspection lots, to achieve a predefined quality goal with a high degree of accuracy. In the SAP System, the inspection stages for inspection characteristics and the next inspection lot are determined by dynamic modification rules, based on the inspection results for the previous inspection lot. These inspection stages are then written to a quality level. The valuation of the inspection lot or the individual inspection characteristics controls the inspection stage change; these alternatives are known as dynamic modification by lot and dynamic modification by characteristic.

Statistical process control: Allows you to monitor, regulate and improve processes. The most important tool for statistical process control is the control chart.

Quality score: Relative or standardized statistical value for evaluating the quality of products or activities. The statistical value always has a specific reference criterion (such as a vendor or material group.)

Vendor evaluation: Program that provides the basis for selecting and controlling sources of supply. The user can define and weight (in order of importance) the main criteria that are used to evaluate a vendor (such as reliability of delivery, price, quality and service). The system uses this weighting to determine a score (number of points) for the vendor. The user defines the highest score that can be achieved.

Quality costs: Costs that are incurred in your company during the planning and quality assurance of products and activities, based on predefined quality requirements (such as defect prevention costs, appraisal costs and nonconformity costs).

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Valuation

Usagedecision

Inspection stagefor the nextinspection lot

Dynamic Modification of the Inspection Scope (atUD):

Next insp.lot

Inspectionlot creation

Quality level

Inspection lot

One function of quality control is dynamic modification of the inspection scope and the inspection frequency. The decision to inspect and the sample size are based on the results of previous, completed inspections.

Depending on the level of dynamic modification, the system determines the next inspection stage for each characteristic in a task list that has a dynamic modification rule assigned (dynamic modification at characteristic level), or for all characteristics in a task list (dynamic modification at lot level), or independently of a task list for a specific inspection type (dynamic modification at inspection type level). You define the dynamic modification rule in the task list header for dynamic modification at lot level, and in the inspection setup in the material master for dynamic modification at inspection type level.

The system can update the information on whether the inspection lot was accepted or rejected when the inspection lot is created or when the usage decision is made. The inspection lot must have been accepted for a dynamic modification at lot creation. If the usage decision leads to the inspection lot being rejected, the quality level is changed again. This change, however, does not influence inspection lots that have been created in the meantime.

Dynamic modification rule: Master data record that contains the definition of the inspection stages and the conditions for these changes. Stage changes take place depending on the inspection results for the inspection lots and inspection characteristics, (that is depending on whether they are accepted or rejected).

Quality level: Data record that defines the inspection stages for future inspections.

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Action limits

Process

Inspection results

Control Chart

Statistical Process Control (SPC)

Statistical process control (SPC) allows you to monitor, control and improve processes. In the QM component, you can maintain control charts for qualitative and quantitative characteristics. You make the appropriate settings in Customizing.

Control chart: Graphical tool to help you identify the systematic variance of a quality characteristic from a target value against the background of unavoidable, coincidental fluctuations in characteristic values (interference).

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Inspection results

Problem!

Intervening in the Process

Process


Control Chart

If you run control charts, you can configure the system so it will automatically create a quality notification if an action limit is exceeded. You can then use the notification to process the problem further.

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Characteristic in task listInspection plan

Sampling procedure

x - Shewhart chart x - acceptance chart s - chart Moving average chart EWMA chart IR - chart np - Shewhart chart p - Shewhart chart c - Shewhart chart u - Shewhart chart ...

Control Chart Type Characteristic in task list (CHT) CHT / material CHT / inspection lot CHT / material / work center CHT / material / vendor CHT / material / manufacturer CHT / purchasing document CHT / material / customer CHT / material / sales order CHT / sales order Master insp. characteristic (MIS)...

SPC Criteria

Control Charts and SPC Criteria

The SPC criterion for the control chart is defined in the task list at characteristic level. The control chart type is defined in the sampling procedure that is assigned to the inspection characteristic.

In the SPC criteria, you specify the combination of objects (for example, material, material/vendor, and so on), for which you want to run and update the control chart.

The control chart type specifies the category of control chart to be run (for example, Shewhart chart, mean value chart).

You can also assign a control chart directly to the master inspection characteristic or to the combination master inspection characteristic/material, master inspection characteristic/equipment or master inspection characteristic/functional location.

In Customizing, you can define whether a new control chart is to be assigned for each inspection point. This allows you to assign different control charts to the inspection points in an inspection lot.

The control chart is displayed as a graphic on the characteristic detail screen and is integrated in the characteristic overview of the results recording function. The values that have been entered are displayed "online" in this graphic.

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Western Electric Rules

8 above the center line

1 point outside of control limits

2 of 3 consecutive points outside 2/3 of the control limits

4 of 5 consecutive points outside 1/3 of the control limits

8 consecutive points above or below the center line (run)

15 consecutive points within 1/3 of the control limits

6 consecutive points in ascending / descending order (trend)

Apart from showing where control limits have been exceeded, control charts can indicate that a process may be running out of control on the basis of unusual patterns. Runs or trends are examples of this. The Western Electric Rules are the criteria used to detect such patterns.

From Release 4.6C, you can test a variety of stability criteria in the worklists for the quality control charts. These criteria are also known as Western Electric Rules.

On a selection screen you can decide whether: The testing of the Western Electric Rules is to be performed immediately. In this case, all control charts corresponding to the selection criteria will be checked.

You want to receive a list of control charts. You can then choose one control chart from the list to perform a check on.

Violations of the Western Electric Rules are displayed in a list along with the chart number, track, and sample number. From this list, you can branch to the inspection results to display detailed information and to view the control chart.

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Evaluation:Q-score timeseries analysis

DeterminingQ-scoreUsage decision Q-

score

Inspection results

Material master

Inspection setup

Inspection type

Procedure for calculatingthe quality score

Q-score: From share of scrap in lot From maximum share of scrap

for characteristics From minimum Q-score of

characteristics Weighted from characteristic

share of scrap Weighted from Q-score of

characteristics From usage decision code

Vendor evaluationQM

Info System

Quality Score for Inspection Lots

Inspection lot

Once the usage decision has been made, the system determines the quality score for the inspection lot.

You can define the procedure for calculating the quality score in Customizing and store this procedure in the inspection setup in the QM view of the material master. For example, the following calculation procedures are available: Quality score based on the share of scrap in the inspection lot Quality score based on the maximum share of scrap for the characteristics Quality score based on the weighted share of scrap for the characteristics Quality score from the usage decision code

You can use your own function modules to supplement the calculation procedures that are available in the system.

Quality score: Relative or standardized statistical value for evaluating the quality of products or activities. The statistical value always has a specific reference criterion (such as a vendor or material group.)

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?Total score: 97 points

Quality

PriceDeliveryPerformance

Service

Purchase organization

Materials ManagementSAP R/3

Vendor

Vendor Evaluation

Vendor 1

Vendor 2

Vendor 3

Vendor 4

The vendor evaluation in Materials Management (MM) guarantees an objective evaluation of the vendor, since all vendors are assessed according to the same criteria.

Quality scores from QM are included in the assessment procedure and can be weighted in the vendor evaluation. You differentiate between main and subcriteria that are included in the vendor evaluation.

Main criterion: Provides the basis for the total vendor score in the vendor evaluation system. The user can define various main criteria for the evaluation of a vendor (for example, price, quality, delivery, and service). The user can divide the main criteria into subcriteria and apply weightings to these criteria.

Subcriteria: Component of a main criterion in the vendor evaluation system. For example, the subcriteria goods receipt lots, complaints against the vendor, and audit together form the main criterion quality (this means that the score for the main criterion is calculated from the scores for these three subcriteria). You can define and weight the subcriteria in Customizing.

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Goods receipt insp.

System audit

Complaints

Quality

PriceDeliveryPerformance

Service

...

Subcriteria of the Main Criteria "Quality"

The data from QM for the vendor evaluation that can contribute to a quality evaluation comes from different areas in the company.

This data includes: Results from goods receipt inspections Results from the complaints (Q2-notifications, external cause) Audit results Other

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Quality inspection


Defect!

Nonconformity costsQM

CO

Appraisal costs

Cost settlement

QM orderQM order

Quality-Related Costs

QM orderQM order

An inspection usually generates appraisal and nonconformity costs that can be posted to a QM order for cost settlement in the CO component. This can be a QM order that is assigned to the material for a specific inspection type or an individual QM order.

Appraisal costs: Cover all personnel, material, and capital costs that are incurred in inspections, inspection activities, or internal business activities associated with these. The appraisal costs together with nonconformity costs and prevention costs make up the quality costs. You confirm the appraisal costs when you record results or when you make the usage decision.

Nonconformity costs: Quality-related costs that are caused by defects. These include costs for nonconforming products, rework, scrap, unplanned screening inspections, repeat inspections, guarantees, or product liability.

In QM, the nonconformity costs are determined using the quality notifications that have been created for a product.

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Complaints Processing

Charging of costs

Cost center Order Warehouse Accounting

QM orderQM order

Inspection Lot Processing

Confirmation of appraisal costs in: Results recording Usage decision

QM order

Nonconformity costs

Qualitynotification

Cost Processing with QM Orders

Inspection lot

Any costs that are incurred during results recording or when the usage decision is made can be confirmed in a QM order in cost processing.

Nonconformity costs are calculated on the basis of complaints that have been processed and are assigned to the QM order.

Costs are charged to the relevant cost centers using the QM order. QM contains several functions for displaying and evaluating the cost data that is associated with QM orders. You can display all the QM orders for an inspection type, as well as a detailed cost report for the individual QM orders.

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QM Information System (QMIS)

QM-Info System

Inspection lots Quality notifications

Data analysis in the QM Information System (QMIS) is based on statistical data that is updated from inspection and notification processing to the corresponding information structures. In the standard system, the QM Information System contains 15 information structures. There are information structures relating to: Inspection lots Quality notifications Problems/defects

Data from inspection processing is updated in the QMIS when the usage decision is made. Data from notification processing is updated when the notification is saved.

In the information structures for inspection lots, the data is stored in summarized form in the following combinations: For a material For a material/vendor For a material/customer Other

You can define information structures for notifications or problems/defects in a similar way.

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Analyses with reference to inspection lots

Analyses with reference to quality notifications

Qualitynotification

Standard Analyses in QMIS

Inspection lot

You can evaluate the summarized data using standard analyses with selectable reference values for: Inspection lots for: - A vendor - A material - A customer

Notifications for: - Vendor-related defects - Material-related defects - Customer-related defects

You can display evaluations from the QMIS in list or graphic form. You can compare the evaluations with the planning data and can export the data to other applications for further evaluations (for example, MS EXCEL).

In addition to the standard analyses, you can create your own flexible analyses, based on the existing structures.

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Mail Number of quality notifications

Early Warning System

QM Information System

Problem!

You use the Early Warning System to monitor statistics for characteristics that have been updated in the QM Information System.

You can monitor this data on the basis of mathematical criteria such as: Threshold values Trends Target/actual comparisons

If specification limits are exceeded, you can have the system trigger automatic follow-up actions (for example, sending a mail to a person responsible).

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QM-STI statisticalevaluations

Process capabilityindices

Results history

... ... ... ...

500146514610

Results

HistogramLT TV UTRun-Chart

tt12141618

Diameter (mm)Diameter (mm)

22:15 23:00 23:35 00:05

UTTVLT

Trend

C = 1.23pk

Using Statistics

MS Excel

Single value list

The following displays are available in the QMIS: Run-chart (linear graphic displaying values over a period of time; line can be drawn to indicate trends)

Process capability indices (for example, cpk value) Histogram (display of values as a bar chart) List of single values List of results values

To determine whether the specification limits will be exceeded, you can extend the trend line in the run of values until it intersects the upper specification limit (UT) or lower specification limit (LT). You then have an idea of when you can expect a violation of the limit.

In addition, you can use the QM-STI interface to transfer data to external statistical programs (that you are already using) for further processing.

An export function allows you to transfer the prepared data to MS EXCEL.

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LogisticsQM

SAP Online Transaction Processing (OTP)

CO FI HR EnterpriseControlling

LogisticsInformation

System

ControllingInformation

System

FinancialInformation

System

Human Res.Information

System

EnterpriseInformation

System

SAP Open Information Warehouse

Executiveinformation system

The QM Information System is part of the Logistics Information System (LIS). The information systems that belong to the LIS have a modular structure and contain various methods for evaluating the data.

The LIS is part of the SAP Open Information Warehouse (OIW). The OIW combines the different information systems in the SAP System. You can gain an overview of the information structures in the SAP System using the OIW and can create corresponding evaluations.

The Business Information Warehouse (BW) can use data from external systems as well as data from the SAP System for evaluation purposes.

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Database

List generator

Database Queries

Functional area

Report generator

SAP Query allows you to define reports without having to write programs. The data can be selected from any table in the SAP System.

Before you can define or change a query, your system administration must have defined the user groups and functional areas.

The working environment for the end-user is defined in the user groups. The user groups contain users that work in the same application.

Functional areas are specific views of logical databases. A functional area describes which fields in a logical database can be evaluated in queries. The functional areas are assigned to the users.

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SAP Business Information Warehouse (BW)

Business ExplorerBrowser

Online AnalyticalProcessing System(OLAP)

Online TransactionProcessing System(OLTP)

InfoCubes

Sourcesystems

Notifications Notificationitems

R/3

Extraction

Preparation

Presentation

Workbooks/Queries

BW

The SAP Business Information Warehouse (BW) is a data warehouse containing consolidated information from internal and external sources.

SAP BW is preconfigured with information models, reports and tools for extracting and loading data automatically.

The Business Content information models contain Queries, MS Excel Workbooks, InfoCubes, update rules and transfer rules, info objects and R/3 extraction programs.

The following form an integral part of SAP BW: SAP R/3 extractors (data selection in the R/3 System) Staging engine (data compression in BW) OLAP engine (data selection in BW) Administrator Workbench (BW administration) Business Explorer (presentation)

Data extraction takes place periodically or "on-demand". Additional SAP BW courses: BW205 (BW Reporting), BW209 (BW Web Reporting), BW210 (BW Management), BW220 (SAP Extraction Mechanisms in SAP R/3)

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Workbook with Embedded Query

Object part codeCalYear/WeekCustomerVendorMaterialDefect classProblem code

Problem code Problem frequency9/F-300/5 Defective filaments 20.833%9/LAMP/5 9/LAMP/5 20.833%9/LAMP/3 9/LAMP/3 12.500%9/F-300/3 Base damaged 8.333%9/F-100/300 Outside of tolerance 6.250%9/F-300/21 Glass scratched 6.250%9/RADIO/1 Casing broken 6.250%9/F-300/2 Glass smashed 4.167%9/F-300/4 Dirty 4.167%9/RADIO/2 Volume not adjustable 4.167%9/F-200/100 Dented 2.083%9/RADIO/4 Interference 2.083%9/RADIO/99 Miscellaneous 2.083%Total 100.000%

Characteristicsfor the drilldown Key figures

Your logo

Defect Analysis - Notifications

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Workbook with MS Excel Graphic

Quality Browser

Problem frequency

Defective filaments9/LAMP/59/LAMP/3

Base damagedOutside of tolerance

Glass scratchedCasing broken

Glass smashedDirty

Volume not adjustableDented

InterferenceMiscellaneous

0% 5% 10% 15% 20% 25%

Example layout

The graphic shows a demo example. It is not covered by the normal SAP support. You need MS Excel/Visual Basic experience to change the contents of the graphic.

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Comparison of Evaluation Options

QMIS SAP BW

Timerelevance

Area evaluations

Level of detail

Visual presentation

Company evaluationsWorklist, ToDo

+

+

-

+ -

OriginalDocuments

-

+

Advantages and disadvantages of each evaluation option: Original documents: - Covers a large volume of data, and the system performance can be affected in comprehensive

evaluations. - All recorded data can be read and evaluated. If original documents have already been archived,

they can be accessed using Archiving functions. QMIS - Contains application-specific functions (this means that only QM-relevant data is evaluated). - You can display original documents. - You can run exception analyses.

SAP BW - Contains cross-application functions (this means that data from different areas and systems can

be evaluated). - Provides a tool for employees at management level. - BW evaluations are in report form with a variable time-reference: Month, week, quarter etc.

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Functions in Detail, Quality Control: Exercises

Unit: Functions in Detail Topic: Quality Control


• Create standard analyses in Quality Management

• Display and evaluate the period breakdown of inspection results in the results history

At the end of the month, you require statistics from the results of quality inspections. To do this, you create material statistics with the results from inspections during production and vendor statistics with the results from goods receipt inspections. You want to graphically display the exact run of inspection results for certain materials during a one-month period.

1-1 Material Analysis

Create a material analysis for material T-BQ3## in the Quality Management Information System (QMIS).

Which information structure forms the basis for this material analysis?

_________________________________________________________

Display the characteristics for the material analysis with the key and description and choose a column width of 45 for the characteristics. Display the drilldown log in the page header.

Which characteristics can you call up for the material analysis?

________________________ _________________________

________________________ _________________________

Which key figures are displayed in the material analysis?

________________________ _________________________

________________________ _________________________

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________________________ _________________________

________________________ _________________________

1-2 Additional Data Processing and Graphics

How else can you process data for the material analysis?

________________________ _________________________

________________________ _________________________

Create a graphic for the material analysis with 5 key figures of your choice.

1-3 Inspection Results History

You want to graphically display the run chart for inspection results from an inspection during production. Create a results history for the inspection characteristic Shaft length for material T-BQ5##.

Use task list type N for the results history.

Graphically display the run of single values for this inspection characteristic.

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Functions in Detail: Quality Control: Solutions

Unit: Functions in Detail Topic: Quality Control

1-1 Material Analysis

Logistics → Quality Management → Quality Control → Key Figures → Material → Inspection Lots → Overview

Enter the following data on the selection screen:


Material T-BQ3##

Plant 1000

Month Accept default values

Choose the F8 function key to make the selection. The basic list Material Analysis Overview: Lots appears.

Choose the pushbutton i (selection log) to call up the selection log for this material analysis.

Info structure: S069 – Material statistics

Change the display for the material analysis by choosing: Settings → Characteristic display → Key and description

Settings → Column width → Characteristic: Column width 45

Settings → Page header → With drilldown log

By double clicking on the characteristic, you can expand the material analysis according to the specifications in the basic info structure:

Characteristics: Inspection type Material

Month Plant

The following key figures are displayed:

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CharValue Q-Score Skip rate

Rejection quota Lead time

All lots

1-2 Additional Data Processing and Graphics

You can also process data in the following way:

Material analysis → Export → Export to XXL...

Material analysis → Export → Save as PC file...

Material analysis → Send

Material analysis → Print

You can display the graphic for the key figures of the analysis by choosing the pushbutton Graphics or the F5 function key. You can display a maximum of 6 key figures in a graphic.

1-3 Inspection Results History

Logistics → Quality Management → Quality Control → Evaluations of Original Documents → Inspection Result → History for Inspection Characteristic

Enter the following data on the selection screen:

Screen area Task list selection


Task list (type/group/counter). N

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Screen area Inspection lot selection


Material T-BQ5##

Plant 1000

Choose the return key to exit the selection screen. Another selection screen for the task list appears. Exit this selection screen without making any entries by choosing the return key.

A hit list appears in which all the inspection characteristics for the basic task list are displayed. Select the inspection characteristic Shaft length and exit the list by choosing the return key. You return to the original selection screen and can execute the selection by choosing the F8 function key.

All inspection lots or inspection points are displayed in the results history, which were inspected using the task list.

Select all inspection lots or all inspection points for an inspection lot, and switch to the run chart for the inspection characteristic by choosing the pushbutton Single values [run chart single values].

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QM

Test Equipment Management Functions

Test Equipment Management

Master data

Calibration inspection(planning)

Calibration inspection(processing)

You use the test equipment management component to monitor the test equipment you use in inspections.

Test equipment is included in the inspection plan or task list using the functions for production resources/tools (PRTs).

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Maintenance inspection(extended recording of

measurement readings in PM)

Test equipment management (calibration inspection)

QM

PM

Plant maintenance

Quality management

Aspects of PM/QM Integration

The QM component is integrated with the Plant Maintenance (PM) component for managing test equipment. The PM component must be licensed in your company, for you to use the test equipment management functions.

The PM functions include: Managing master data Monitoring maintenance cycles Editing maintenance plans and strategies Calibrating equipment

In QM, you process calibration inspections. This means: Inspection characteristics are created Inspection lots are created Results are recorded The usage decision is made A results history is written for each item of test equipment

You can track the test equipment. The integration of PM and QM provides improved functions for the standard maintenance inspection in plant maintenance.

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SAP test equipment

Plant maintenancefunctions:

Management Monitoring Maintenance Calibration

PM

Master Data for Test Equipment Management

Functional locations

Equipment

In PM, the test equipment is managed as equipment master records or functional locations. You can manage test equipment as:

Material Document Equipment Production resources/tools

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Planning objectsMaintenance objects

Test equipment group

Equipment no.

12345

PM

QM

Maintenanceorder

Maintenancestrategy/

cycle

Planning a Calibration Inspection

Generalmaintenance

task list• Operations• Inspectioncharacteristics

Maintenance plan

Equip. no. 12345

You define maintenance cycles and strategies for equipment. The characteristics to be inspected are linked analogously in the general maintenance task list or in the equipment task list to the characteristics in the inspection plan. The planned characteristics must be master inspection characteristics if you require the measurement documents to be updated.

The maintenance plan contains one or several maintenance items, in which you define the maintenance objects (such as equipment) and the related equipment task list. The maintenance order is created for the due maintenance date. The inspection lot for the calibration inspection is automatically created when the maintenance order is released.

The automatic creation and processing of an inspection lot can be included in PM processes, if for maintenance or calibration: Inspection results are to be entered Tolerance limits and target values are to be given

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Planning Scheduling Calibrationinspection

Inspectionlot creation

Orderrelease

Release !

Maintenanceorder

Equipment

Generalmaintenance

task list

PM QM

Processing a Calibration Inspection

Insp. lot15Insp. lot

Maintenanceplan

You process the inspection lot that was created by the PM planning activities and release of the maintenance order in QM. The items of equipment assigned in the maintenance item are copied into the inspection lot as objects to be inspected.

You record results for the characteristics planned in the equipment task list or in the maintenance task list, valuate the characteristics, and complete the inspection lot by making the usage decision.

Once the usage decision has been made, the system can trigger follow-up actions to change the PRT status of the test equipment.

The inspection results history allows you to select and evaluate inspection results for equipment or functional locations. You can then display the run of measured values graphically, which allows you to anticipate when tolerances are likely to be exceeded.

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Follow-Up Actions from Usage Decision

Adjust cyclemodification factor

PM master dataUsage Decision

Release or block equipment

Reduce/ increaseinspection interval

Document inspectionresults

Update equipmentstatus

Update measurementdocuments

Insp. lot

Equipment no.12345

Maintenanceorder forcalibration inspection

Technically close PMorder

Update equipment status: You can use a follow-up action, for example, after an unsuccessful inspection, to block the test equipment from being used until the problem has been corrected.

Adjust cycle modification factor: You can use a follow-up action to increase or reduce the inspection interval for the test equipment, depending on the result of the inspection.

Update measurement documents: You can update measurement documents, containing the results of the calibration inspection for each item of equipment. For this update to take place, the planned characteristics must be master inspection characteristics that are assigned to a class characteristic.

Technically close PM order: In respect to the calibration inspection an inspection lot is generated for a calibration order (PM order). Making the usage decision for the inspection lot enables this order to be automatically technically closed in the background as a subsequent function for the UD.

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Functions in Detail; Equipment Managm.: Exercises

Unit: Functions in Detail Topic: Test Equipment Management


• Explain the connection between Plant Maintenance and Quality Management in reference to test equipment management, and plan and perform a calibration inspection

• Change the PRT status for the inspected test equipment during the calibration inspection

You are responsible for the calibration of test equipment used in your company. The multimeter that is used should be calibrated every 12 months in your company. You want to calibrate several pieces of similar test equipment using a calibration order.

1-1 Maintenance Plan for the Calibration Inspection

You can use maintenance planning to enter the dates and scope of the planned maintenance and calibration activities for equipment (for example, test equipment). You can ensure that your equipment is always calibrated punctually, and therefore, functions at its best.

1-1-1 Displaying the Maintenance Plan

A maintenance plan already exists for the calibration of the multimeter. Display this maintenance plan and note its number.

Use the field-related input help to choose your maintenance plan. Make the selection by entering the maintenance plan text Group ##.

Maintenance plan: ____________________

1-1-2 Displaying the Maintenance Task List

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The single operations for the calibration inspection are defined in the maintenance task list. The inspection characteristics are linked to the operations for this maintenance task list. During the calibration inspection, measurement results are entered for the planned inspection characteristics for each piece of equipment.

Display the related maintenance task list for your maintenance plan, and note the description for the inspection operations and the corresponding inspection characteristics.

Inspection Operation in Maintenance Task List

Inspection Characteristic in Operation

No. Operation description No. Short text for inspection characteristic

1-1-3 Maintenance Plan Object List

You can calibrate several pieces of equipment using a maintenance plan. These pieces of equipment for the maintenance plan item are assigned using the object list. Which pieces of equipment are linked to your maintenance plan?

Equipment Equipment Description

1-1-4 Scheduling the Maintenance Plan

By scheduling the maintenance plan, maintenance call objects (for example, maintenance orders) are created for the defined cycles. Scheduling generally occurs automatically. However, you can also schedule the maintenance plan manually at any time.

Schedule your maintenance plan manually for today’s date.

1-2 Results Recording for Equipment and Inspection Completion with the Usage Decision

An inspection lot was created for the calibration inspection because of the released maintenance order. This inspection lot only contains the individual objects for the maintenance plan.

Record inspection results for the individual objects (equipment). Valuate the equipment and complete the inspection lot with a suitable usage decision.

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Make use of the multiple and single selection functions for equipment.

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Functions in Detail: Test Equipment Management: Solutions

Unit: Functions in Detail Topic: Test Equipment Management

1-1 Maintenance Plan for the Calibration Inspection

1-1-1 Displaying the Maintenance Plan

Logistics → Quality Management → Test Equipment Management → Calibration Planning → Maintenance Planning → Maintenance Plan → Display

The screen Display Maintenance Plan: Initial Screen appears. Use the F4 help in the field Maintenance plan to select your maintenance plan. The selection screen for the maintenance plan appears. Enter Group ## in the field MaintPlan text. Start the selection by choosing the F8 function key. The number of the selected maintenance plan is copied to the field Maintenance plan on the initial screen. Choose the return key to display the selected maintenance plan.

Maintenance plan: ______________________

1-1-2 Displaying the Maintenance Task List

The maintenance plan contains data for the maintenance plan header and for items. The item data also includes the reference object and data for the maintenance task list. The calibration inspection is performed according to the specifications in the maintenance task list.

Display the corresponding maintenance task list. Choose the pushbutton Display task list. The operation overview for the general task list appears. Whether inspection characteristics exist in operations depends on the operation control key. Select such an operation, and switch to the characteristic overview for the general maintenance task list by choosing the pushbutton Insp. c.

In plant maintenance, there is the general maintenance task list, as well as the equipment task list. The general maintenance task list is not linked to a specific maintenance object (for example, test equipment). The general task list can be used as a model for creating equipment task lists.

Inspection Operation in Maintenance Task List

Inspection Characteristic in Operation

No. Operation description No. Short text for inspection

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characteristic

0020 Measurement before calibration

10 Zero-point deviation

20 Display at end of scale

0040 Linearity inspection 10 Display at end of scale

1-1-3 Maintenance Plan Object List

Use the tab page Object item list in the maintenance plan to display the assigned objects.

Equipment Equipment Description

T-MA## Multimeter (V, A, ohm), analog

T-MD## Multimeter (V, A, ohm), digital

1-1-4 Scheduling the Maintenance Plan

Logistics → Quality Management → Test Equipment Management → Calibration Planning → Maintenance Planning → Scheduling

Exit the initial screen for scheduling the maintenance plan by choosing the return key.

Choose the pushbutton Manual call to schedule the maintenance plan. Enter the current date as the start date. The current data is entered by the system on the tab page Manual calls. Save the maintenance plan so that a maintenance call object (maintenance order) can be created.

The created maintenance order is immediately released because of the system settings. An inspection lot of origin 14 (Plant Maintenance) is created when the order is released. On the basis of this inspection lot, inspection results are recorded for the calibration inspection of each object (test equipment).

1-2 Results Recording for Equipment and Inspection Completion with the Usage Decision

Logistics → Quality Management → Test Equipment Management → Calibration Inspection → Inspection Results for Equipment → Hierarchical Worklist

Enter the following data on the initial screen in the screen area Inspection lot selection:

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Equipment T-M*##

Start the selection by choosing the F8 function key. The results recording worklist for equipment appears. Your current inspection lot and the inspection-relevant operations are displayed. Use the pushbutton Hierarchical tree ctrl + F2 to expand the hierarchical tree. The single pieces of equipment are displayed with the corresponding inspection characteristics. You switch to the characteristic overview for results recording by clicking on the equipment. Record results for the inspection characteristics and save your entries. When you save the results, you valuate the equipment for the respective inspection operation.

Exit the valuation screen by choosing the return key.

You can also still make a confirmation for the maintenance order when the equipment is valuated.

Record results for the inspection characteristics and complete the inspection lot with the usage decision. Switch from the results recording worklist to the usage decision by double clicking on the inspection lot number. You can display the valuation for single pieces of equipment on the tab page Equipment in the usage decision, and if necessary, navigate to the inspection results.

Make a suitable usage decision and save your entries. If required, you can change the cycle modification factor for the maintenance plan and the PRT status for the equipment using the follow-up action for the UD code.

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© SAP AG 1999

You are now familiar with the functions of theindividual QM components.

You have learnt the basic settings in qualityplanning.

You can describe the different stages in a qualityinspection.

The quality control functions provide you withimportant data from processes.

You can use quality notifications to deal withunplanned events.

Functions in Detail: Summary


© SAP AG 2001

mySAP Workplace in Quality Management

Composite roles in Quality Management

MiniApps in the mySAP Workplace

Drag&Relate in QM


© SAP AG 1999

mySAP Workplace in QM: Unit Objectives

Work with QM in the mySAP Workplace

Use the roles in QM and MiniApps as a direct sourceof information

Describe the possibilities offered by Drag&Relate

Describe how to access different systems



© SAP AG 1999

The Real Workplace

Calendar

Directory of cost centers and telephone numbers of all project members

myCow

Frequently used telephone numbers

Various directories and instructions

myNotesmyShortCuts (Documents?)

myCommunication


© SAP AG 2001

User Empowerment: Active Participation ofEmployees

"Allow every user to participate in business processes bymeans of a user interface that is tailored to suit individual

preferences, knowledge, and requirements, at all times and inall locations"

SAP QM offers you special user roles for your SAP Workplace. These roles contain a comprehensive range of functions specially tailored to meet your requirements and help you to perform your business processes.


© SAP AG 1999

Company boundary

WorkplaceIndustry-specific

Role-basedPersonalizedDrag & Relate

Market-place

SingleSign-On

3.1HR/3 4.6

FI LOHR

CRMKM

B2B

SEM

APO

BW

CFMmySAP Components

OpenInternet

standards

R/2

Not mySAPThird-partysystem

Legacysystem

Partner

SAP

internal

externalmySAP.com Internet Services

other Internet services

Cock-pits

QM

mySAP Workplace

Web browser access

It is now possible to access QM functions from anywhere in the world via a browser interface. This is also system independent.


© SAP AG 2001

Workplace - Portal for Employees

Individual

Centralized accessR/3 and other SAPapplications

Intranet services andapplications

Integrated Internetservices

Role-specific andindustry-specific

Individual configuration

The customer just needs to run one application Employees receive a Workplace tailored to suit their individual requirements. They can then still make personalized adjustments.

Standard applications, Intranet applications, Internet applications, and services can all be accessed from one initial screen and have the same Look & Feel.


© SAP AG 2001

User Role Categories

User who does not executefunctions on a regular basis

Employee Self-Service

Professional user


© SAP AG 2001

Roles in QM

Quality Manager

QualityPlanner

InspectionPlanner

QualityInspector

TestEquipmentManager

NotificationProcessor

A role describes a collection of activities within a company and contains all of the functions required to perform these activities. Roles facilitate targeted and efficient participation in the business processes of your company. The following roles are available in QM: Quality Manager, Quality Planner, Inspection Planner, Quality Inspector, Notification Processor, and Test Equipment Manager.


© SAP AG 2001

MiniApps in the mySAP Workplace for QualityManagers

MiniApp for control charts

MiniApp for inspection lots

MiniApp for defect frequencies

MiniApps are an important source of information for role users in the mySAP Workplace. These "Mini Applications" provide important key figures required for each particular role that can be interpreted quickly and easily.

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Personalizing MiniApps

Branch to selection

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mySAP Workplace for a Quality Inspector

RecordingRecording

WorklistWorklist

Menu specific to this roleMenu specific to this role

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mySAP Workplace - Web Integration

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QM Manual in the Workplace

Document listDocument listContents of documentContents of document

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Drag&Relate

Physical sample Inspection lot Quality notification Quality certificate Inspection method Master inspection

characteristic Code group Selected set

New action!

The Drag&Relate function enhances ordinary, browser-based navigation. This function allows you to execute transactions outside of system boundaries by linking data from one application with data in another application. You select one business object (for example, a purchase order) by clicking it, then you drag it onto another object (for example, a link to an external Web site) on the LaunchPad and the system performs an action (for example, displaying the delivery status of a purchase order).

From Release 4.6C, you can use the Drag&Relate function for the following fields in Quality Management: Physical sample, inspection lot, quality notification, quality certificate, inspection method, master inspection characteristic, code group, and selected set.

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mySAP Workplace in QM: Unit Summary

You are now able to:

Work with QM in the mySAP Workplace

Use the roles in QM and MiniApps as a direct sourceof information

Describe the possibilities offered by Drag&Relate

Describe how to access different systems


© SAP AG 2001

Implementing QM

User Roles in QM

Additional Courses with Course Descriptions

Supplementary Information

Contents:

Appendix


© SAP AG 1999

Contents:

This unit uses an example to show you the followingaspects of implementing an SAP QM project:

Prerequisites

Implementation

Tools

Implementing QM


© SAP AG 2001

Recommended stages of a QM implementationproject

The individual activities of a QM implementation(based on the example, Bikes Inc.)

Tools required to support the implementationproject


Implementing QM: Course Objectives


© SAP AG 2001

Project Team Member:Which tools are available ?

Project Manager:What are the prerequisitesfor implementing SAP QMand which steps do wehave to take?

Implementing QM: Business Scenario

QM Consultant: Lets use the

following informationto prepare your project.

Quality Manager:What are our objectives forthe implementationproject?

The ASAP Roadmap provides you with a methodical framework for the implementation and release update process and is an operational tool that supports you at every stage of implementation. It provides the following for implementing the SAP System: Cross-application basic data for implementing the SAP components A hierarchically structured activity plan A processing sequence for activities A link to the activities in the system settings

The ASAP Roadmap covers the following phases, which should be drawn up jointly by the QM and EDP departments and, if required, external consultants: Phase 1 Project Preparation Phase 2 Business Blueprint Phase 3 Realization Phase 4 Production preparation Phase 5 Go-Live & Support

Tools for SAP implementation support you throughout all phases.


© SAP AG 2001

Project:Implementation of QM in the procurement processes of Bikes Inc. in theWalldorf plant (goods receipt inspections, complaints against vendors,statistics, and vendor evaluation).

"Just in time" manufacturing is the dominant production method. 80% ofthe supply relationships are supported by quality assurance agreements.

Monthly quality evaluations must be available for vendor selection andfor management review.

Five users in goods receipt, two in purchasing, and one quality teammember.

The R/3 project in Logistics area (MM/PP/SD) has been in operation fortwo months.

Productive operation is scheduled to start in four months.

Example: QM Project for Bikes Inc.

Some of the project goals at Bikes Inc. include the replacement of outdated or stand-alone systems, reduction in appraisal costs in goods receipt, and a reduction in the number of vendors.

When the project is planned, the following are to be taken into account: Which logistic processes are to be covered by SAP? Which SAP components are used? Milestones in the logistics project that are related to QM

The draft of logistic processes has been completed (procurement concept from the MM view, including definition of general master data - material master, and vendors).

The following slides for implementing a QM project are based on this example.


© SAP AG 1999

Peop

le

Processes

Products

People:People:Solutions expertiseQuality

SAPConsulting partnersComplementarysoftware partnersTechnology &hardware partners

Processes :Processes :AcceleratedSAPConsistency

AcceleratedSAP Roadmapsor powered-by methodologiesSAP Review ProgramSupport, services& training

Products :Products :The Business FrameworkStrengths

SAP product familyComplementary software productsProducts from technology partnersIndustry solutions

TeamSAP ComponentsTeamSAP Components

TeamSAP involves coordinated interaction between the groups involved in the implementation environment of the products concerned.


© SAP AG 1999

AcceleratedSAP: Implementation PlanningAcceleratedSAP: Implementation Planning

Consulting, licensing, training material, support, project reviews

Consulting, licensing, training material, support, project reviews

Methodology

Services

ProjectManagement

ChangeManagement

Risk analysis

Review

Project-related

knowledgeTools

BusinessBlueprint

Realization

FinalPreparation Go Live &

Support

Continuous

Improvement

ASAP Roadmap

ImplementationAssistantQ&AdbImplementationGuideProfile GeneratorTransport System

ProjectPreparation

SAP recommends that you use ASAP as a standard methodology for implementation planning and for implementing SAP software. The ASAP Roadmap provides a step-by-step guide to implementation.

During the five phases of an ASAP project, the results of each phase are recorded in specific documents. This is particularly important in Phase 2.


© SAP AG 1999

AcceleratedSAP Implementation Roadmap

ProjectPreparation

BusinessBlueprint

Realization

FinalPreparation

Go Live &Support

Continuous

Improvement

ASAP Roadmap

Phase 1: Project Preparation - The primary focus of Phase 1 is getting the project started, identifying team members and developing a high-level plan.

Phase 2: Business Blueprint - The primary focus of Phase 2 is to understand the business goals of the enterprise and to determine the business requirements needed to support these goals.

Phase 3: Realization - The purpose of this phase is to implement all the business and process requirements identified in the Business Blueprint. You configure the system step-by-step in the work packages Baseline and Final Configuration.

Phase 4: Final Preparation - The purpose of this phase is to complete testing, end-user training, system management and cutover activities. Critical open issues are resolved. When you have successfully completed this phase, you will be ready to run your business in your production system.

Phase 5: Go Live and Support - Transition from a project-oriented, pre-production environment to a successful and live production environment.

The new ASAP Roadmap (available as of Release 4.6A), helps integrate all existing ASAP Roadmaps into one "configurable" one. It is based on the products R/3, BW (Business Information Warehouse), APO (Advanced Planner & Optimizer), CRM (Customer Relationship Management encompassing Mobile Sales/Mobile Services), and B2B (Business to Business Procurement) and provides a single implementation solution within ASAP for all SAP software.


© SAP AG 2001

Project-preparation

Businessblueprint

RealizationProduction -preparation Go-Live &

support

Continuous optimization

ASAP Roadmap

Define project objectives and basic conditions

Overall objectives of project and overall project planning

Replacement of outdated system Uniform representation of company statistics ...

Logistics concept already exists

Basic procurement process from MM view Material master and vendor master

Requirements of QM component have been explained

(If necessary) as documented actual status

Phase Project Preparation

Work packages in phase 1 (Project Preparation) Create project plan Define project sequence Project kick-off Plan technical requirements Quality inspection for the Project Preparation phase

You can transfer directly to the issues database from these individual packages.

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Yes

Yes

Yes

Yes

Yes

Yes

Yes

QM Project Scope: Bikes Inc.

Functions

Processes Procurement Storage Production Sales PlantMaintenance ...

Insp. lots

Insp. plans

Dynamic mod.Results

recordingDefects

recordingControl charts

Q-notifications

CertificatesVendor

evaluationQMIS

QM costsDocument

managementWorkflow

You can determine the basic scope of the project for a QM project with the help of the matrix shown above.

This slide illustrates the project scope for the procurement area at Bikes Inc.

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Client

Purchase organization Plant

Work centers

Planner groupPartner/workflow

Project Scope (Organizational Units)

Organizationalunits

(from QM view)

The way in which the business structure (logistics) is to be represented by the SAP organizational units must be defined for the entire project.

The vendor evaluation takes place, for example, from the standpoint of the purchasing organization.

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QM master data

Client

Quality notificationsDocument processingQMIS evaluations

MaterialspecificationCatalogsDynamicmodification

Certificate profiles

Consequence

Organizational Units in QM (Client)

Compatibility within the project across all plantsis required!

Processes/functionsat client level

The QM data that is maintained at client level (for all plants) includes: Material specifications Catalogs, codes Dynamic modification data Sample determination data Certificate profiles General: Forms (such as inspection instructions) [delivered in client 000 with the standard system]

QM processes/procedures that are created at client level include: Complaints processing using quality notifications Evaluations in the Logistics Information System (QMIS)

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Processes/functionsat plant level

Plant

Inspection lot processing

Vendor release

Inspection plans

Inspection methods

Inspection characteristics

Material master

Work center

Consequence

Organizational Units in QM (Plant)

QM master data

Evaluations and inspection data across all plants require standardized processes

The QM data that is maintained at plant level includes: Inspection plans, reference operation sets Work centers Inspection methods Inspection characteristics

QM processes/procedures that are created at plant level include: Inspection lot processing Vendor release

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Project Preparation Phase: Results

Team 2*QM (1*at 100%), 1*IT (50%), 1 consultant if required (25%) QM Manager (approx. 12 employee days)

Project Scope (Basic Requirements) Use of inspection lot processing in GR without inspection plan,

use of quality notification for processing complaints against avendor, document management (Q-assurance agreements) andSAP mail, use of QMIS, SAP Query

Estimated Time Scale Confirmation of process design X+ 3 weeks (30% = 21

employee days) Confirmation of prototype X+6 weeks Completion of integration test X+12 weeks (53% = 37 days) Overall time scale X+14 weeks (17% = 12 employee days)

For additional information about the Preparation Phase (infrastructure, etc.), see the Roadmap.

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Business Blueprint Phase

Project-preparation

Businessblueprint


support


ASAP Roadmap

Modeling of core processes

Integrating the requirements for enhancements and interfaces Defining organizational units and QM data Authorization concept Coordinating processes with other company departments Implementing basic Customizing Creating master data and example processes in the system Reviewing and confirming project concept

Creation and confirmation of project concept

Work packages in phase 2 (Business Blueprint): Create the business concept for the user Create the basic project plan: (When should the realization phases be completed?) Define QM project team (1 QM expert, 1 power user, consultant, QM Manager [part-time], IT specialist). Estimated number of employees in Bikes Inc.: 500

Organize and implement training of project team (Level 2/ LO170). (Training to include standard training, in-house training, and workshop with consultant).

Develop system scope; display organization structure; define business processes quality checks for the phase Business blueprint

When creating a project concept, the following must be considered: All requirements can be documented as projects using the Q&A database; requirements for evaluations and reports have to be defined.

Find out which QM master data is required and which already exists in the old system and which interfaces have to be implemented to transfer the data from older systems.

Available interfaces for purchasing (to be agreed with all parties) are: - Material master maintenance - Vendor/material release - Purchase order processing - Information exchange for complaints

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Core Processes - Procurement: Bikes Inc.

GR for purchase order/acceptance

Inspection lot skipped/ autom. UD

Inspection lot must be processed

Quality level

Parts to warehouse/released

Return deliveryat UD

Create complaint against vendor

LIS (QMIS)

TaskReturn delivery

TaskInfo. to purchasing

TaskTightenQ-level

TaskCreate and assign insp. plan

TaskInform vendor

Mail topurchasingdept.

Mail to inspectionplanning

Vendor problemidentified inproduction

Manual/collective usagedecision

Return deliveryin MM

Creation ofinspection plan

This graphic illustrates the information flow in QM in procurement at Bikes Inc. This representation of core processes can be refined according to your needs (for example, if certain master data has not been included).

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Master DataFunctionsComponents

Quality planning Maintaining catalogs, dynamicmodification rulesProcessing material master fromQM view

Material mastercatalogs, dynamicmodification rules,procurementquality info record

Quality inspectionCreating, completing inspection lotsAutomatic follow-up actionsRecording defects

Quality notifications Processing notificationsProcessing tasks

Partner dataCatalogs

Quality controlVendor evaluationDefect and notificationstatisticsQuery

Document management Processing and assigningQ-assurance agreements

Quality assuranceagreementsProcurementQ info record

SAPoffice (Mail) Receiving/sending mail Distributionlists

Bikes Inc. Project: Overall Structure

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Business Blueprint for QM Project Example of Blueprint: Bikes Inc. (QM project)

Example processes in the system Review implemented and project released

Results for the Business Blueprint Phase

You can use the ASAP reporting function to help create the project concept. The target processes are prepared in graphic form and can be demonstrated in the system with documented examples.

The interfaces for procurement processes have been agreed upon and documented by each specific area.

The maintenance and use of the QM master data (inspection setup in material master, quality info records, dynamic modification, and catalogs) has been defined.

Enhancements for this test case project include: Follow-up action task: Mail to purchasing department.

Once the business blueprint (project concept) is reviewed (according to the ASAP Implementation guide - Roadmap) and accepted, the project scope has a binding status, that provides the basis for the realization phase.

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Realization Phase

Project-preparation

BusinessBlueprint


Support


ASAP Roadmap

Defining QM dataMaking settings in CustomizingRefining processesImplementing enhancements (modifying forms, adapting user exits,query reports)Planning data transfer

Installation of system, implementation of enhancementsand interfaces, preparation of data transfer

In this phase, you implement the business and process requirements defined in the Business blueprint. The goal in this phase is to implement the system, perform a comprehensive test and release the system for the productive start.

Tasks in the Realization phase: Defining QM master data such as catalogs, quality information records, and quality assurance agreements

(for example, document type Q01: External or internal number assignment, contents of descriptive text, document status, laboratory/office, original file type and file archive location, link to quality information record).

Customizing based on the generated view of the IMG. For the QM basic Customizing settings, you can copy the settings delivered with the standard system from client 000. Be aware of the text in the SAP reference IMG related to this under Quality Management -> Basic Settings-> Set up clients

Refining processes; this means that special cases or processes are to be considered along with the 80% cases (core processes). (In the case of Bikes Inc: Inspection lot processing with task list).

Implement enhancements (such as modifying forms for complaints against vendors or certificates). Planning transfer of legacy data, for example, using CATTs; at Bikes Inc., the following data is to be

transferred: Material master using a program (within the logistics project), QM inspection settings using report program for mass activation, quality information records using the report program for mass processing, quality assurance agreements using batch-input program

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R/3 System

Release

capabilityModifications

Reporting, ABAP Query

User exitsAppend data structure

Customizing, interface modification, forms

Realization Phase: Enhancements and SystemModifications

A prerequisite for modifying the SAP standard system is the analysis of suitable modification methods.

You can make the following types of modifications to the SAP system, to meet the customer's requirements: Customizing Enhancements to the SAP standards (do not need modification after Release update) You can get a list of all User-Exits for QM using the transaction SMOD. Use the F4 search help with the entry *Q*.

Modifications to the SAP standard system (must be modified after each Release update) User developments (only to be considered as a last resort)

Detailed information about enhancements and modifications to the system is provided by training courses LO750 (QM Configuration and Organization) and BC400 (ABAP Workbench Basics).

Work packages in phase 3 (Realization): Training of project team members; system administration; detailed configuration and final confirmation; development of conversion programs, interface programs and system enhancements; creation of report programs and forms; definition of authorization concept; integration testing and quality inspection

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SAP Query - vendor/material/defect and defect text

User exits in QM

Function module for follow-up action "Mail for task"

Customizing catalogs and catalog profiles for tasks

Customizing defect class 01

Customizing inspection type 01

Realization Phase: Activities - Example

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Final Preparation Phase

Project-preparation

Businessblueprint


Support


ASAP Roadmap

Data transfer and maintenance

Material master, quality assurance agreements, quality inforecordsMaintaining basic data for sample determinationEntering catalogs for usage decision, defect types, and tasks

End user training

Creating end user documentation (online help)Holding training courses

Testing

Unit testing, integration testing, and performance testing

Work packages in phase 4 (Final Preparation): User training (users are trained by a power user in a special training client using the generated documentation). The process documentation is available in various forms. For example, as text descriptions, process flow diagrams, printed documents, and screen sequences (Lotus ScreenCam).

System management (Customizing settings are transported from the test or development system into the productive clients using the correction and transport systems).

Detailed planning of data transfer and support. Data transfer from the legacy system to the productive system (cutover). The cutover activities are defined in the ASAP cutover plan and include setting up and initializing the productive system, shutting down the legacy systems and transferring the data to the new system. (The transfer of data prepared in the Realization phase occurs automatically using a report program or manually. The method you choose depends on the volume of data and existing legacy data.)

Quality inspection (the tests should be carried out sequentially according to the test types listed above. You can use the test workbench to prepare and perform the tests. Test cases, results, and activities are documented so they can be reproduced).

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Creditors

Catalogs: Usage decisions Defect (types, location, causes) Tasks

Create Q-assurance

agreement

Partner data(Person responsible)

Sampling procedure/Dyn. modification rule

Material master(quality view)

Distribution list for mail:Purchasing group +person responsiblefor QM

Material master

Structuring Master Data (Bikes Inc.)

Quality info record

Create purch. info record

The diagram above shows which master data is created manually or automatically and the creation sequence.

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Go Live and Support

Project-preparation

BusinessBlueprint


support


ASAP Roadmap

Go live and support

After going live....

Refining systemResolving problems that have occurredStructuring internal support mechanismsCompleting evaluation methodsSetting up archiving proceduresImplementing additional processes

Work packages in phase 5 (Go Live and Support): Production support Completion of project

Tasks in the Go Live and Support phase: Refinements to processes (ergonomic improvements, such as hiding fields that are not used) Problem solving (for example, improving performance) Providing support: - Technical and expert contact persons must be available to answer user questions - Documentation must be completed

Reporting and evaluation requirements are fulfilled by flexible analyses and SAP Queries Reorganization allows you to archive documents Consideration of additional processes (such as inspections during production or internal problem processing)

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Using the Implementation Tools

ASAP Implementation Assistant

Q&ADatabase

IMG

ABAP WB

Project-preparation

BusinessBlueprint


Support


ASAP Roadmap

You should calculate the time available for implementing an R/3 System project with ASAP as follows: Phase 1 (Project Preparation) 12% Phase 2 (Business Blueprint) 15% Phase 3 (Realization) 46% Phase 4 (Final Preparation) 19% Phase 5 (Go Live and Support) 8%

The tools mentioned in the example are used in the individual project phases for: Project management Project documentation Customizing Development Testing

You can find additional information in the BC400 course (ABAP Workbench Basics) and ASAP courses such as: ASAP91 (SAP implementation), ASAP92 (ASAP Tools in Detail)

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Global settings

Countries

Currencies

Calendars

Concept Recommendations Requirements Activity WinHelp

Status/activity data Scheduling Resources Microsoft Project

interface

ProjectManagement

Open Customizing transactions

Activities Efficiently organized

using notes Use Microsoft Word

ProjectDocumentationSAP Documentation

•The IMG contains documentation for each activity. •The activities can be carried out directly.•Functions for project management and project documentation are available.

IMG

IMG: Tasks

The IMG contains all Customizing activities you need to implement application components. You can create Customizing projects in an SAP System, to help structure and manage an implementation project. You can also record cross-project documentation.

You can create an IMG for each project. From a Project IMG you can work on Customizing transactions, project documentation, cross-project documentation, and information on project management.

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Customer-Specific ConfigurationCustomer-Specific Configuration

ProjectIMGsGenerateGenerate

CustomizingCustomizingProjectsProjects

Manually ASAP-IMGlink

SAPReference

IMG

Projectdocumentation

Projectmanagement

Customizingtransactions

GenerateGenerateProject IMGProject IMGViewsViews

ProjectIMG

views

The IMG acts as a checklist of the Customizing activities that your enterprise should complete to implement an SAP System. The IMG is hierarchically structured.

The structure of the IMG and the IMG tools (for example, allocating resources such as project members and the MS Project interface) help your project team to work through the Customizing activities in a rational sequence.

For the realization, you can divide the scope of the Reference IMG into different projects, which, in turn, are assigned to Project IMGs. Use a Project IMG to work on Customizing transactions, project and cross-project documentation, as well as information on project management.

You can create views to improve the structure of a Project IMG. You can use these views to edit Customizing transactions, project and cross-project documentation, and information on project management, in line with the Project IMG.

As of Release 4.6, you can use the ASAP-IMG link in the Q&Adb to create project views. This transfers the project scope set in the Question & Answer database (Q&Adb) to the R/3 System. The views generated by the ASAP-IMG link contain Customizing activities for the processes set in scope in the Q&Adb.

To use the ASAP-IMG link, a Customizing project must already exist in the R/3 System.

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Industry-specific Customizing in IMG and CATTsPreconfigured Industry System

Industry-specific details in ASAP and documentation

Model-based presentation of the industry solution

Industry-specific Business Blueprint

Industry-specific business componentsBusiness framework component

A c c e l e r a t e d S o l u t i o n

Accelerated Industry Solutions: StepsAccelerated Industry Solutions: Steps

System documentation and the ASAP Question & Answer database contain industry-specific information and are the ideal places to start looking for information.

Model-based presentations of industry-specific business processes help you analyze the business processes you have selected. Event-driven process chains (EPCs) are available for several industries (for example, the automotive and pharmaceutical industries) and are integrated in the SAP Reference Structure. A structure is available for each industry in the ASAP Question & Answer database, and helps you to produce an industry-specific Business Blueprint (Phase 2 of the ASAP Roadmap).

Industry-specific Customizing involves integrating default Customizing parameters for a specific industry in the IMG. SAP has documented this process in the IMG. You can use the Computer Aided Test Tool (CATT) which is also integrated in the system to transfer industry-specific master data structures to the system. Test programs (CATTs), named after the above tool, are provided for the industry-specific business cases defined by SAP. This collection of tools is known as Preconfigured Industry Systems.

Industry-specific business solutions are integrated as business components in the business framework. Implementation in the system can also be a ready-to-work solution. The main feature of such a solution is the delivery of a combination of software and hardware required to install an SAP System.

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RealizationProgramSet-Up

BusinessBlueprint

Rollout ASAP Roadmap

Maintenance &Support

Global ASAP

ProjectPreparation

BusinessBlueprint

RealizationFinal

PreparationGo Live &Support

Continuous

Improvement

Implementation strategyGlobal definition ofbusiness processesGlobal system topologyStandardization of businessprocesses

Change managementManage global activities Legal requirements

SAP has developed Global ASAP as the standard implementation methodology for the global implementation of SAP software. The basic concept of Global ASAP is to map all activities that do not take place at local level onto a special structure called the Global Roadmap. This Roadmap is structured according to the AcceleratedSAP principle and includes How-to's, accelerators, modeling methods and tools. The Global Roadmap is linked to each Roadmap for projects at local level.

A global implementation strategy involves defining a pre-configured corporate system or global template. The global template is the sum of all enterprise-specific configuration and Customizing settings, and models that are included in one SAP System and provide a reference for live systems at the global and local levels (individual companies and plants). This implementation approach is also referred to as the global template rollout of the SAP System.

The Global ASAP Roadmap consists of four phases: Global Program Set-Up Global Business Blueprint Global Realization Global Maintenance & Support

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KISS (keep it small and simple)

Remember the following:Act and make decisions rather than hesitate and wait

Learn from your mistakes, instead of trying not to make any

If you do not know how to proceed, search for the missinginformation

QM service, consulting, and development are happy tosupport you

And Finally......

Product information: http://www.sap.com/plm Product documentation: http://help.sap.com For customers and partners: http://service.sap.com/qm (Password required) Information about training: http://www.sap.com/education/

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Implementing QM: Unit Summary

You are now able to explain:

The recommended stages of a QM implementationproject

The individual activities of a QM implementation(based on the example, Bikes Inc.)

The tools required to support the implementationproject

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Roles in Quality Management

Quality Manager

InspectionPlanner

QualityInspector

Test EquipmentManager

NotificationProcessor

Quality Planner

A role is a collection of business-related activities that a user can use to interact with the business processes in a company. It is important to distinguish between composite roles and single roles. The composite roles specify the business activities and areas of responsibility in QM. The single roles in QM serve as a business and function-related source for the composite roles. The single roles therefore define the activities that the owner of a composite role can execute.

You access the functions for the single roles by means of user menus (role menus). There are currently 46 single roles available in QM.

The mySAP.com Workplace provides the user with a role-based portal over a web browser, with which he or she can carry out his or her tasks. The following composite roles are available in QM: Quality Manager; Technical Name: SAP_WP_QMANAGER Quality Planner; Technical Name: SAP_WP_QPLANNER Inspection Planner; Technical Name: SAP_WP_IPLANNER Quality Inspector; Technical Name: SAP_WP_INSPECTOR Notification Processor; Technical Name: SAP_WP_NOTIF_PROC Test Equipment Manager; Technical Name: SAP_WP_QM_EQUI_MANAG

For more information on single roles, see transaction S_BCE_68001418. Make a selection using activity group SAP_QM*.

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Recommended Follow-Up Courses

LO705 Quality Inspections

LO710 Quality Notifications

LO715 QM in Procurement

LO720 QM in Discrete and Repetitive Manufacturing

LO721 QM in the Process Industry

LO725 QM in SD/Quality Certificates

LO750 QM Configuration and Organization

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LO705: Quality Inspections

QM-specific basic data (catalogs, master inspectioncharacteristics, inspection methods, sampling proceduresand dynamic modification rules)

Inspection planning (inspection plans, materialspecification, engineering change management)

Quality inspections (inspection lot creation, resultsrecording, defects recording, usage decision)

Standard evaluations of inspection results (InformationSystem, results history, inspection reports)

Contents:

This course forms the basis for the detailed courses on QM functionsin procurement, production and sales.

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LO710: Quality Notifications

Maintenance of QM catalogs (defects, causes and tasks)

Creating defects and quality notifications

Processing quality notifications

Integrating quality notifications in the logistics supply chain(complaints against a vendor, internal problem notificationsfrom production, processing customer complaints)

Interaction of quality notifications and the SAP BusinessWorkflow

Cost recording for quality notifications

Evaluation options

Customizing quality notifications

Contents:

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LO715: QM in Procurement

Contents:

Inspection processing for various types of goodsmovements

Integration of QM in purchase order processing

Control options using the quality information record (suchas releasing or blocking vendor)

Vendor certificate processing

Procurement documents and certificates in the Internet

Inventory management with QM

QM-related functions for manufacturer processing

Warehouse Management and QM

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LO720: QM in Discrete and RepetitiveManufacturing

Integration of QM in production processes

Inspection point processing with time or quantity reference

Using statistical process control (SPC)

Processing inspections for production versions andexternal processing

Processing of partial lots and goods receipts fromproduction

Managing test equipment and integration in PlantMaintenance application component

Contents:

This course is aimed at users from discrete or repetitivemanufacturing. Course examples are based on routings andproduction orders.

Course LO721 is available for users from the process industry.

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LO721: QM in the Process Industry

Basics of the Classification System

Basics of batch management

Sample management

Integration of QM in the production process (master recipe,process order, PI sheet)

Basics of certificate processing

QM-specific requirements in the process industry (digitalsignature, electronic batch record, batch determination)

Contents:

This course is aimed at users from the process industry. Courseexamples are based on master recipes and process orders.

Course LO720 is available for users from discrete or repetitivemanufacturing.

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LO725: QM in SD/Quality Certificates

Integration of QM in Sales and Distribution

Planning and creating quality certificates for finishedproducts, including materials from the production chain

Inspection processing for a delivery including inspectionspecifications from batch determination

Inspection specifications from the variant configuration

Customer complaints and returns processing

Contents:

Quality certificates are the focal point of the course.

Course BC460 provides additional information on using SAPscript tocreate forms, while courses LO990 and LO991 deal specifically withthe variant configuration.

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LO750: QM Configuration and Organization

Technical Customizing in QM

Customer enhancements in QM

Field selection

Examples of follow-up actions for the usage decision

Examples of follow-up functions for the quality notification

SAPscript forms in QM

Interfaces (QM-IDI, QM-STI, BAPIs)

Logical databases in QM

Archiving

Contents:

This course is aimed at employees, who are familiar with the technicalimplementation and support of the R/3 QM System.

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Supplementary Information: Hints

When repeating the exercises, use IDES data, or your owndata.

You can find more information on the QM applicationcomponent on our Internet QM homepage.

You can also find information on our courses on theInternet.

For more information on the content of the QM applicationcomponent, see our online documentation.

For supplementary information on implementing the QMapplication component, see our IMG documentation.

You can find details of new QM functions in the ReleaseNotes.