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Table of Contents QM Master Data Introduction ..............................................................................................................................4
Using this Guide ............................. ................................ ................................ ... 4 Lesson 1: QM Overview ......................................................................................................................................5
Lesson 1 Objectives............................ ................................ .............................. 5 QM Process Overview 5 QM Inspection Process 5
Exercise 1 Exercise 2
– –
Display an Inspection Lot (QA03) 8 Display Material Master QM View (MM03)
9
Lesson 2: Material Master QM View ................................................................................................................ 10
Lesson 2 Objectives............................ ................................ ............................ 10 Master Data
10
Material Master Data
10
The Importance of Master Data 11 Catalog Profile 12 QM proc. active 12 QM Contr ol Key Ke y 12 Quality Inspection Settings – Settings – Inspection Lots
13
Exercise 1 Material Master Settings (MM02) 16 Exercise 2 Assign Material to Inspection Plan (QP02)
18
Lesson 3: Sampling Procedures ...................................................................................................................... 19
Lesson 3 Objectives............................ ................................ ............................ 19 Sampling Overview
19
Exercise 1 Display Sampling Procedure (QDV3) Exercise 2 Create Sampling Procedure (QDV1) Exercise 3 Change Sampling Procedure (QDV2) Dynamic Modification Rule (DMR)
22 23 24
25
Lesson 4: Master Inspection Characteristics ................................................................................................... 26
Lesson 4 Objectives............................ ................................ ............................ 26 Master Inspection Characteristics Overview WCB Qualitative Control Indicators
27
WCB Quantitative Control Indicators
27
26
Exercise 1 Create Qualitative Master Inspection Characteristic (QS21)
30
Lesson 5: Inspection Plan ................................................................................................................................ 31
Lesson 5 Objectives............................ ................................ ............................ 31 Inspection Plan Overview
31
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Table of Contents QM Master Data Introduction ..............................................................................................................................4
Using this Guide ............................. ................................ ................................ ... 4 Lesson 1: QM Overview ......................................................................................................................................5
Lesson 1 Objectives............................ ................................ .............................. 5 QM Process Overview 5 QM Inspection Process 5
Exercise 1 Exercise 2
– –
Display an Inspection Lot (QA03) 8 Display Material Master QM View (MM03)
9
Lesson 2: Material Master QM View ................................................................................................................ 10
Lesson 2 Objectives............................ ................................ ............................ 10 Master Data
10
Material Master Data
10
The Importance of Master Data 11 Catalog Profile 12 QM proc. active 12 QM Contr ol Key Ke y 12 Quality Inspection Settings – Settings – Inspection Lots
13
Exercise 1 Material Master Settings (MM02) 16 Exercise 2 Assign Material to Inspection Plan (QP02)
18
Lesson 3: Sampling Procedures ...................................................................................................................... 19
Lesson 3 Objectives............................ ................................ ............................ 19 Sampling Overview
19
Exercise 1 Display Sampling Procedure (QDV3) Exercise 2 Create Sampling Procedure (QDV1) Exercise 3 Change Sampling Procedure (QDV2) Dynamic Modification Rule (DMR)
22 23 24
25
Lesson 4: Master Inspection Characteristics ................................................................................................... 26
Lesson 4 Objectives............................ ................................ ............................ 26 Master Inspection Characteristics Overview WCB Qualitative Control Indicators
27
WCB Quantitative Control Indicators
27
26
Exercise 1 Create Qualitative Master Inspection Characteristic (QS21)
30
Lesson 5: Inspection Plan ................................................................................................................................ 31
Lesson 5 Objectives............................ ................................ ............................ 31 Inspection Plan Overview
31
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Inspection Plan Structure
32
Exercise 1 Display Inspection Plan (QP03) Exercise 2 Create Inspection Plan (QP01) Material Assignment to an Inspection Plan
34 35 37
Exercise 3 Display Material Assignment for an Inspection Plan (QS62) Exercise 4 Create a Material Assignment for an Inspection Plan (QS61)
38 39
Inspection Plan Operation Level 40 Inspection Characteristics
40
Changes to Inspection Plans
41
Exercise 5 Change Inspection Plan (QP02)
42
Engineering W orkbench 43
Exercise 6 Maintain Inspection Plan (CWBQM) Quality Info Records
45
Vendor Contact Persons
45
Code Groups and Codes
46
Selected Sets
44
47
Quality Notifications
48
Lesson 6: Vendor Portal ................................................................................................................................... 50
Lesson 6 Objectives............................ ................................ ............................ 50 Vendor Portal Overview 50 Vendor Portal – Portal – Pre-inspection App
50
Vendor Portal – Portal – Quality Tasks App
50
Vendor Portal – Portal – Deviation Management App
50
Vendor Portal – Portal – Inspection Report Email Program
50
Lesson 7: Batch Jobs ....................................................................................................................................... 52
Lesson 7 Objectives............................ ................................ ............................ 52 Batch Jobs Overview
52
Inspection Report
52
Automatic Usage Decision
52
Appendix – Appendix – End End User Procedures .................................................................................................................... 53
Lesson 1: Display Inspection Lot (QA03) (QA03) ............................... ....................... 53 Lesson 1: Display Material Master QM View (MM03) ............................. ....... 53 Material Master Processing
53
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Related Transactions & Processes Tips & Tricks
53
53
Activity 54
Lesson 2: Material Master Settings (MM02) ................................................... 56 Material Master Processing
56
Related Transactions & Processes Tips & Tricks
56
56
Activity 57
Lesson 2: Assign Material to Inspection Plan (QP02) .................................. 58 Lesson 3: Display Sampling Procedure (QDV3)............................................ 58 Lesson 3: Create Sampling Procedure (QDV1) ............................................. 59 Create Sampling Procedure Related Transactions
59
59
Activity 59
Lesson 3: Change Sampling Procedure (QDV2) ........................................... 61 Change Sample Procedures Related Transactions
61
61
Activity 61
Lesson 4: Create Qualitative Master Inspection Characteristic (QS21) ...... 62 Lesson 5: Display Inspection Plan (QP03) .................................................... 62 Lesson 5: Create Inspection Plan (QP01) ...................................................... 62 Create Inspection Plan 62 Related Transactions
62
Tips and Tricks 63 Activity 63
Lesson 5: Display Material Assignment for an Inspection Plan (QS62) ...... 67 Lesson 5: Create a Material Assignment for an Inspection Plan (QS61) ..... 67 Lesson 5: Change Inspection Plan (QP02) .................................................... 67 Lesson 5: Maintain Inspection Plan (CWBQM) ............................................. 67
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QM MASTER DATA INTRODUCTION This course will equip participants with the SAP skills necessary to create, change and manage master data records that impact the quality management process. The following topics are covered in this guide : The quality management process Types of master data used in the quality management process Material master – QM view Inspection characteristics Sampling procedures Inspection plans After completing this course, you will be able to: Explain the role of master data in the quality management process Describe the master data used in QM Maintain the material master – QM view Create and assign inspection characteristics to task list Create and maintain sampling procedures Create and maintain inspection plans
Using this Guide This guide is designed to provide you with: Information regarding the listed topics Exercises to practice what you learn Quick reference guides to assist you while doing your job in SAP
Use this guide in a classroom setting to follow along with the instructor and add notes wherever needed. You can also use this guide in a self-paced manner to review how to perform the listed tasks learned in class.
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LESSON 1: QM OVERVIEW Lesson 1 Objectives After completing this lesson, you will be able to: Describe the three phases of QM Define an inspection lot Describe the QM inspection process Recognize log triggers
QM Process Overview
•
Planning
•
•
Processing
•
•
Evaluation
•
Material Master, Inspection Characteristics, Inspection Plan Sample Procedures & Dynamic Modification (Skip)
Record Results (Accept / Reject) Usage Decision
Quality Notifications Quality Scores
Figure 1 QM Process QM Inspection Process The data important for the quality inspection is contained in the inspection lot data record that includes:
The lot quantity lot
Sample size
Origin
Vendor
Order number
PO number
Delivery number
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The originating documents contain the inspection lot materials and may be any one of the following:
Purchasing document
Material document
Order
Delivery document
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An inspection lot is assigned to a mater ial. Each inspection lot follows the same process regardless of the type of inspection (goods movements, returns, etc.).
Create Inspection Lot
Determine Sample
Inspect Material
Record Results / Defects
Usage Decision
Evaluation
Figure 2 QM Inspection Process An inspection lot is a request t o perform a quality inspection for a quantity (sample) of a material. Inspecti no lots are data records and have statuses. Inspection lots are assigned to an inspection plan and may contain seeral opererations that define inspection activities. Each operation on the inspection plan may contain one or many inspection characteristics that describe what needs to be inspected. Inspection lots can be triggered by the following events:
Business Process
Event Good receipts – Goods receipt for purchase order into the warehouse.
Goods movements
Transfer postings – Plant to plant moves. Returns – Return from vendor or customer orders.
Complaints
Internal problems
Customer – Each customer complaint will be inspected. Vendor – Each vendor complaint will be inspected. Defects – All defects will be inspected.
Table 1 Master Data Terms
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Exercise 1 – Display an Inspection Lot (QA03) Don’t have an Scenario: An inspection lot is a request to inspect a quantity of material for pre- defined characteristics. Display an eup inspection lot and answer the questions below.
Support Document: QA03 Display Inspection Lot
Complete the following field(s):
Required Data / Results
Transaction Code
QA03
Complete the following field(s):
Required Data
Inspection Lot What is the Insp.lot origin? Who is the vendor? What is the inspection lot quantity? What is the valuation code? Has a usage decision been made on this lot?
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Exercise 2 – Display Material Master QM View (MM03) Scenario: The inspection set-up in the material master (QM view) activates and triggers the creation of inspections lots, assigns an inspection plan and calculates the sample size. In addition to other settings on the Don’t have an inspection type, other actions are performed automatically. Display the QM view inspection set-up for goods eup receipt for PO – B and answer the following questions. Support Document: MM03 Display Material Master Record Transaction Code
MM03
Complete the following field(s):
Required Data
Material Select views
Quality Management
Plant Enter
Review inspection setup What is the inspection type for Goods Receipt Inspection? What is the description of the material? Want is the material group number and name? Enter What is the base unit of measure? What is the Catalog profile?
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LESSON 2: MATERIAL MASTER QM VIEW Lesson 2 Objectives After completing this lesson, you will be able to: Explain the master data used in QM processes Define inspection types Maintain and activate inspection types Assign a material to an inspection plan Display material master – QM view Additional material master transactions
Master Data Accurate master data is one of the key factors for a successful SAP im plementation. Master data is centr ally stored data that forms the base of all business transactions. The data is static in nature, meaning it does not change when it used in a transaction. While the transactions themselves are dynamic and changed based on the execution of the transaction, the master data itself used does not. Master Data is the responsibility of a team dedicated to its creation maintenance to insure the data’s correctness. This important task also reduces redundancy of data records across the entire company. The main Master Data types ae shown below. For this course, we will focus primarily on Material and Vendor Master Data.
Figure 3 Master Data Types Material Master Data Master data is created at different levels to accommodate its use by the various organization elements in the company. For example, members of the procurement team work with information different from the data used by the sales team. Master data is created at different organizational levels. Depending on the material type, different functional areas within the company maintain different data screens. This screen selection applying specifically to an application is called a "view". Because of the large of amount of information contained in a single material master record, the viewing method for a material employs multiple data screens. Depending on the material type, different functional areas within the company maintain the different data screens. Basic data views are the same across all company locations. Other views are specific for each plant location. Each material is created for at least one plant, but can be “extended” to additional plants. When a material is extended to other plants, the plant specific data can then be changed from plant to plant, if necessary.
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Figure 4 Material Master Data The Importance of Master Data The accuracy of master data is essential to efficient performance of the inspection process. Characteristics of master data include: Static Centrally stored and shared across other modules and systems Is copied into transaction data
Examples of QM master data include: Materials Inspection plans Master inspections characteristics
Material types in the SAP system can be, for example, finished goods, semi-finished goods, raw materials, or services. The material type represents certain features of materials in the system, and has important control functions: the material type is used, among other things, to group field selection functions for a material, or to define the screen sequence, the type of number assignment and number ranges during material master record maintenance. The following material types will have active inspection types:
Materi al Type
Des cri ption
FERT
Finished Goods
HALB
Semi-finished goods
ROH
Raw Materials
Table 2 Material Types Once and inspection type is created and activated, the material is assigned to an inspection plant.
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The QM view of the material master activates quality inspection for a material within a plant and controls the inspection process. The material master settings control how materials will be inspected during the procurement process. Catalog Profile Each business unit has a catalog profile created. This profile is entered in the QM View and determines which code groups and codes appear in the quality notifications for that material. ZCB – Char-Broil Codes ZLL – Lamplight Codes ZZB – Zebco Codes The Catalog Profiles contain the name of the code groups and codes that should be displayed in quality notifications for a material.
QM proc. active Every item should have this box checked. It designates that there are QM functions active in the procurement process. The specific QM functions that are active are determined by two subsequent items, the QM Control Key configuration and the Quality Info Record QM Control Key Every item should ‘0000’ in this box. This means that there are no controling functions active in configuration. This simply designates that a Quality Info Record should exist, and serves as a place holder for a different control key if other functions are even implemented. a. 0000 – No active functions The QM Control Key can activate various QM functions in the procurement process. Control Key 0000 indicates the requirement for a Quality Info Record.
There are two views for the QM view in the material master: The main view, which maintains general and procurement settings. The sub-view: Inspection Set-up where the various inspection types are maintained and activated (or deactivated).
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Quality Inspection Settings – Inspection Lots Inspection lots contain the inspection types, origins, number ranges, and usage decisions for inspection plans. Inspection Type Setup Every item that is inspected will have certain inspection types activated to allow for the creation of inspection lots. A material can have several inspection t ypes maintained and activated based on the inspection process defi ned for that material.
Inspection types define when an inspection is to be carried out (goods receipts or stock transfers) in addition to how the inspection is to be carried out based on the settings for each inspection type.
Type
Description
01
This inspection type is used to ensure that stock goes into Quality Inspection when received from a PO/Inbound Delivery. It is used in conjuntion with inspection type 17 for receiving inspections. This inspection type is a copy of 01 and is used to ensure that stock goes into Quality Inspection when received from a PO/Inbound Delivery for Lamplight specifically. It is used in conjuntion with inspection type 17 for receiving inspections. This inspection type is used to create inspection lots based on goods receipts in the EWM system. This inspection type is used to create inspection lots for internal preshipment inspections in SAP. These inspection lots are manually created by inspectors in QA01. This inspection type is used to create inspection lots for internal preshipment inspections in SAP specifically for Lamplight. These inspection lots are created by a batch job running QI07 in the background. This inspection type requires a Quality Ino Record to be set up as well. This inspection type is used by external vendors via the Vendor Portal Pre-inspection App. It is used by the vendors to submit their own inspection reports and should be active for any material that gets a vendor report submitted. This inspection type is used to create inspection lots after the goods receipt from a rework production order.
ZLL01
17 ZPSI
ZLLPSI
Z7
ZRW
The inspection type must be activated to have an inspection lot created. Note: An inspection type can also be deactivated by deselecting the Active checkbox. From that date forward, no inspection lots will be created for that material in that plant. However, the deactivation will have no effect on existing inspection lots.
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Other Settings
Setting
Description
UD Selected Set
This is the name of the selected set of UD codes that is used when processing the usage decision for an inspection lot with this inspection type. This check box requires that the selected set used for the UD must be set up in the same plant that the inspection lot exists in (a Char-Broil inspection lot cannot be evaluated with a UD from Zebco). This field determines the type of notification that is created automatically at the time of defects recording within results recording for the inspection lot. This setting determines what type of inspection plans will be called up when inspection lots are created with this inspection type. This field will match the task list usage field in the inspection plan.
Selected Set in Same Plant Notification type
Task list usage
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Additional transactions for the m aterial master are described below:
Tcode
Description
Function
MM01
Create Material Master
Use this transaction to create new materials for a plant or to extend current materials to other WCB plants This is a highly authorized transaction
MM06
Flag Material for Deletion
This transaction flags a material for deletion at different organizational levels The material will still exist in the database and depending on the configuration – the system will issue either a warning or error message when it is used in a transaction. It is physically removed from the database when the archive program is run
MM03
Display a material master – QM View
Use this transaction to display the QM view in a material / plant This transaction displays the QM inspection type(s) that are activated for a material / plant and the associated settings for each type Changes are not allowed with this transaction
MM19
Display material at Key Date
Use this transaction to display a material for a particular point in time (date).
QA08
Mass Change of Inspection Setup Data in Materials
This transaction is used to activate, deactivate, materials in a plants(s) Hint: The QM view must exist before using this transaction
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Exercise 1 Material Master Settings (MM02) Scenario: Every material should have a plant-specific QM view in the material master. Activate the procurement Don’t have an data for a material in your plant. eup Support Document: MM02 Create Duty of Inspection Transaction Code
MM02
Complete the following field(s):
Required Data
Material Select views
Quality Management
Plant Enter Select a catalog profile type Select procurement data Make sure the QM procurement data selection box is selected. Select one or more inspection types and select the Active checkbox
Save
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The material assignment to an inspection plan is performed at the Header level in the inspection plan. An inspection plan can have many materials assigned to it.
Inspection Plan Header
Material 1 Material 2 Once the inspection type is created and activated, the material must be assigned to an inspection plan. A material can be assigned to an inspection plan by using the change transaction (QP02) and adding the material to the existing assignments. If no inspection plan is available, a new plan for the material has to be created. We will discuss creating an inspection plan in another lesson.
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Exercise 2 Assign Material to Inspection Plan (QP02) Don’t have an Scenario: The inspection types have been created and activated in the material master. Based on the settings for the inspection type, the material must be assigned to an inspection. eup Assign the material to an existing inspection plan. Support Document: QP02 Assign Material to Inspection Plan Transaction Code
QP02
Complete the following field(s):
Required Data
Plant Group Click task lists overview Click material assignment Group counter Material Plant Enter Save
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LESSON 3: SAMPLING PROCEDURES Lesson 3 Objectives After completing this lesson, you will be able to: Display a sampling procedure Create a sampling procedure Change a sampling procedure
Sampling Overview Sampling procedures are used to determine the scope of samples for measuring an inspection characteristic. Sampling procedures are necessary to define the quantity of a sample and the valuation (accept / reject) for an inspection characteristic during results recording. An example of a sampling procedure is descr ibed in the following table.
Sampling Procedure
Transaction Code: QDV1
Name Description Sampling Type Valuation mode Inspection Points Sample Size Acceptance number
8 Characters (alpha / numeric) 40 Characters (alpha / numeric) Fixed Sample Attributive inspection non-conforming units Without inspection points 5 Zero
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Sampling Schemes Sampling schemes are used to determine the sample size for each characteristic that is evaluated during results recording for an inspection lot. It determines a sample size based on the receipt quantity and determines accept/reject numbers. These accept/reject numbers can be determined by AQL and inspection severity.
Sampling Scheme
Description
Lot size
This corresponds to the inspection lot size and determines the sample size and accept/reject numbers for the sample size. Sample size for an inspection characteristic at the given lot size. This number (blank for zero) determ ies the acceptance number for the sam ple size at the given AWL and inspection severity. Determines the rejection number for the sample size at the given AQL and inspection severity (blank for zero).
Sample size Accept Number Reject Number
Sampling Procedure A sampling procedure defines the ru les that specify how the system calculates the sample size and it contains information about the valuation of an inspection characteristic during results recording. Sampling procedures are usually used at characteristic level of an inspection plan.
Sampling Procedure
Description
Sampling Type Value Mode Sampling Scheme Additional data
Designates how the sample size is determined. Designates how to determine if an inspection characteristic has passed or failed. This field references which sampling scheme this procedure is based on. Specific inspection Severity and AQL from the sampling scheme are assigned to the sampling procedure.
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Additional transactions used for sam pling procedures include:
Tcode
Description
Function
QDV3
Change Sampling Procedure
This transaction is used to display a sampling procedure Changes cannot be made using this transaction
QDV6
Sampling Procedure Where-Used List
This transaction displays all the inspection plans and material masters where the sampling procedure is assigned
QDV7
Replace Sampling Procedure
Use this transaction to replace an obsolete sampling procedure with a new or changes sampling procedure in inspections plans
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Exercise 1 Display Sampling Procedure (QDV3) Don’t have an eup
Scenario: Display a sampling procedure. Support Document: QDV3 Display Sampling Procedure Transaction Code
QDV3
Complete the following field(s):
Required Data
Sampling Procedure Enter What settings display for the sampling procedure? Which sampling types are available? Which evaluation modes are available?
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Exercise 2 Create Sampling Procedure (QDV1) Scenario: Sampling procedures are used to calculate the sample size of an inspection lot and also to how characteristics are valuated during results recording. Create a sampling procedure. Support Document: QDV1 Create Sampling Procedures Transaction Code
QDV1
Complete the following field(s):
Required Data
Sampling Procedure (enter a name) Click Short Text Sampling Type Valuation Mode Inspection Points Enter Which multiple samples display? Select a multiple samples option Click Save
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Exercise 3 Change Sampling Procedure (QDV2) Scenario: Change the sample size of the sampling procedure created in the previous exercise. Support Document: QDV2 Change Sampling Procedure Transaction Code
QDV2
Complete the following field(s):
Required Data
Sampling Procedure Click Change the sample size
5
Change the acceptance number
0
Save
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Dynamic Modification Rule (DMR) The DMR defines the change of the inspection stages, the dynamic modification time (at lot creation or after the usage decision has been made), and the conditions for the inspection stage change. Inspection stage changes occur on the basis of the inspection results that are recorded for inspection lots and inspection characteristics (that is, on the basis of their acceptance or rejection). Collectively these rules make up the conditions for creating SKIP LOTS in SAP.
The rules in the inspection stages are set with rules for advancing and reverting the inspection stage.
If you want to use a DMR and Sampling Procedures in the same inspection plan, their relationship has to be explicitly allowed using SAP transaction QDB1.
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LESSON 4: MASTER INSPECTION CHARACTERISTICS Lesson 4 Objectives After completing this lesson, you will be able to: Define the different types of master inspection characteristics Explain the function of control indicators Define the hierarchy of catalogs and when they are required for an MIC Create and display an MIC
Master Inspection Characteristics Overview Master Inspection Characteristics (MICs) are assigned to inspection plans at the operation level. MICs standardize the inspection process and make it more efficient – one MIC can be assigned to many inspection plants. It is QM master data that is created once and used long term. A master inspection characteristic is an inspection characteristic, which has been def ined for frequent use in t ask lists or should be evaluated for all inspection plans. For example, if particular specifications are required in many inspection plans, a suitable MIC is created and assigned to many inspections plans
MICs help to improve and standardize inspection planning. When a master inspection characteristic is created, the characteristic type has to be defined. There are two options: Quantitative characteristic: Numeric values are expected as inspection results (e.g. thickness in meter) Qualitative characteristic: Attribute values are expected as inspection results (e.g. color by color palette) Control Indicators
General Data
MIC
What is to be Inspected?
Admin. Data
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WCB will create master inspection characteristics as complete copy models. Complete copy models allow changes to the MIC when it is assigned to an inspection plan operation (for example, tolerances or color).
WCB Qualitative Control Indicators
Qualitative Characteristic Control Indicators Characteristic attribute (required) Sampling procedure (required) Required characteristic (required) Fixed scope (required) No documentation Print WCB Quantitative Control Indicators
Quantitative Characteristic Control Indicators Lower value (required, if the characteristic has a lower value) Upper value (required, if the characteristic has an upper value) Target value (required, if the characteristic has a target value) Sampling procedure (required) Single result Required characteristic (required) Fixed scope (required) No documentation Record measured values (required) Print No formula
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The following quantitative data of the characteristic should be maintained: • • • • •
Decimal places Unit of measure Lower value (must, if selected in control key) Upper value (must, if selected in control key) Target value (must, if selected in control key)
For Qualitative characteristics, the selected set of the characteristic must be maintained for the catalog type ‘characteristic attributes’ (catalog type identifier ‘1’). The catalog and the plant specific selected set must be defined before by customizing settings.
Indicator
Description
Sampling Procedure Indicator
Designates that a sample size must be determined for the inspection lot and will cause a sampling procedure to be required for inspection plans that use this characteristic. Designates that the data recorded during results recording should be for the number of defects found when evaluating the material for critical, major, and minor defects. Designates that defect codes should be recorded when the number of defects entered during results recording is greater than the reject number. This indicator causes the defect screen to pop up automatically.
Record Number of Defects Indicator Defects Recording Indicator
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Additional transactions used for m aster inspection characteristics include:
Tcode
Description
QS25
Delete a MIC. This transaction deletes a MIC. Once deleted, the MIC can no longer be used for new assignments in an inspection plan.
QS26
Where-Used List for MICs. This list displays all the inspection plans the MIC is assigned to. The selection criteria are based on the MIC and plant and version.
QS27
Replace one MIC with another MIC in a plant.
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Exercise 1 Create Qualitative Master Inspection Characteristic (QS21) Scenario: Create a qualitative master inspection characteristic.
Don’t have an eup
Support Document: QS21 Create Qualitative Master Inspection Characteristic Transaction Code
QS21
Complete the following field(s):
Required Data
Plant Master insp.charac. Enter Short text Search field Which qualitative characteristics are available? Select appropriate characteristic control indicators Enter Save
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LESSON 5: INSPECTION PLAN Lesson 5 Objectives After completing this lesson, you will be able to: Define inspection plan Explain the structure of an inspection plan Create an inspection plan Assign master data to an inspection plan
Inspection Plan Overview Inspection plans describe how a quality inspection of one or several materials is to take place. The inspection plan designates the sequence of inspection operations and the range of specifications available for inspecting inspection characteristics. Inspection plans are defined at the plant-specific level.
Inspection plans are created to assign a material for quality inspection. • An inspection lot must have a status of “REL” for it to be processed • To display the status of an inspection lot: use transaction code QA03 • The inspection lot number can be found on the material document from the good receipt or by using other transactions. • WCB will use inspection plans for the quality check of raw material and are assigned to the material when the inspection lot is created at goods receipt • If a new material is created, generally only an assignment of the material to an existing plan is necessary • The assignment of an inspection plan to a material is important because it defines which characteristics of a material has to be inspected • If an inspection plan does not exist for a material, a new plan has to be created for the material
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Inspection Plan Structure
The inspection plan group represents the material group in SAP and plan group counters are used if materials have different units of measure. This is necessary because the unit of measure in the plan header must match the unit of measure of the material assigned.
Inspection Plan Header The inspection plan header defines settings that apply to the entire inspection plan.
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The inspection plan usage ties this inspection plan to a specific inspection type(s). The task list usage defined for an inspection type will cause an inspection lot to call an inspection plan with the same usage. Inspection Plan Unit of Measure – The inspection plan unit of measure designates what the unit of measure can be for any material on the inspection plan. In order to use an inspection plan, a material must have that unit of measure as its base unit of measure, or there must be a conversion from the material’s base unit of measure to the inspection plan usage maintained in the alternate unit of measure are of the material master. DMR level – The dynamic modification level determines whether inspection stage changes (and skip lots) are determined by acceptable results at the inspection lot level, the inspection characteristic level, or the inspection type level. Char-Broil and Zebco will use the inspection lot level. DMR – This field links the inspection plan to a previously created dynamic modification rule.
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Exercise 1 Display Inspection Plan (QP03) Scenario: Display an inspection plan.
Don’t have an eup
Support Document: QP03 Display Inspection Plan Transaction Code
QP03
Complete the following field(s):
Required Data
Material Plant Enter Which operations are identified in the plan? Review header information. What is the modification rule? Look at details for an operation. What is the control key for the operation? Review the inspection characteristics. What are the master inspection characteristics for the plan?
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Exercise 2 Create Inspection Plan (QP01) Scenario: Create an inspection plan that will be used for quality inspections. Support Document: QP01 Create Inspection Plan Transaction Code
QP01
Complete the following field(s):
Required Data
Key date Click Header icon Create new entries for the inspection plan Group counter Short text Plant Usage Status Lot size Assign operations Control key Description Create inspection characteristics Enter twice Char Short text Set control indicators Sampling Procedure
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Exercise 2 Create Inspection Plan (QP01) SPC criterion Save
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Material Assignment to an Inspection Plan Materials are assigned at the header le vel in the inspection plan. An inspection plan can be assigned to many materials and group counters. Materials are assigned at the plant-specific level. A material must exist in a plant to be assigned to an inspection plan there.
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Don’t have an eup
Exercise 3 Display Material Assignment for an Inspection Plan (QS62) Scenario: You want to display the material assignment for an inspection plan. Support Document: QS62 Display Material Specification Transaction Code
QS62
Complete the following field(s):
Required Data
Material Enter Which master inspection characteristics are assigned to the material? Review master inspection characteristics. What is the status? Look at the control indicators. Are sampling procedures scheduled for the material? Review the inspection characteristics. Enter
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Exercise 4 Create a Material Assignment for an Inspection Plan (QS61) Scenario: You want to create a new material assignment for an inspection plan and set the master isnpection characteristics. Don’t have an Support Document: QS61 Create Material Specification eup Transaction Code
QS61
Complete the following field(s):
Required Data
Material Enter Plant Assign master inspection characteristic(s) . Which characteristics did you assign? Save
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Inspection Plan Operation Level Inspection plan operations allow for the sequencing of inspection activities, similar to a routing. Inspection characteristics are assigned to an inspection plan operation.
Inspection Characteristics Within each operation in an inpection plan there are inspection characteristics. These can be direct references to master inspection characteristics, or these can be set up uniquely in the inspection plan. All settings that are available in a master inspection characteristic are available and editable for an individual inspection plan.
Characteristic
Description
Master inspection characteristic Sampling Procedure
This column is where the reference to a master inspection characteristic is entered for an inspection plan. This column is where the reference to a sampling procedure is entered for an inspection characteristic.
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Changes to Inspection Plans Changes can be made to inspection plans using transaction code QP02.
N e w D a t a
O l d D a t a
Inspection Plan
Typical changes can include: Adding material assignment Creating a new group counter Any changes to master data (master inspection characteristic, sample procedures)
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Exercise 5 Change Inspection Plan (QP02)
Don’t have an Scenario: You need to make changes to an inspection plan. For thiseup exercise, add a work center. Support Document: QP02 Change Inspection Plan Transaction Code
QP02
Complete the following field(s):
Required Data
Material Plant Enter Which operations are identified in the plan? Add or change the work center. Save
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Engineering Workbench The engineering workbench is a mass maintenance tool for inspection plans. The engineering workbench uses the object-oriented approach and includes all of the object types that belong to an inspection plan. Object types can be combined to form complex search criteria resulting in a very specific work list. The work list allows changes to be made at one time and will lock the inspection plan until the changes are saved.
You use the inspection planning functions to define inspection criteria (for example, material to be inspected, how the inspection is to take place, characteristics to be inspected, required test equipment, work center and inspection specifications). The system contains the following inspection planning options: You can use task lists (inspection plans, routings, rate routings, and maintenance task lists) to define inspection characteristics, their assignment to inspection operations and the test equipment to be used. This enables you to inspect materials at a quality inspection. Additional transactions used for inspection plans include:
Tcode
Description
Function
QP03
Display inspection plan.
QP60
Task list changes.
QP61
Display change documents for inspection plan group.
Use this transaction to display all inspection plans for a plant / material. This transaction displays all changes to an inspection plan based on selection criteria. Use this transaction to display change documents for an inspection plan / group based on the selection criteria entered.
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Exercise 6 Maintain Inspection Plan (CWBQM) Scenario: You want to create a task for an inspection plan using the engineering workbench function. Support Document: CWBQM Workbench
Don’t have an eup
Transaction Code
CWBQM
Complete the following field(s):
Required Data
Current Working Area Enter Enter What is the heading for the initial screen? Date
Defaults to today’s date
Material Plant Task List Type Group Group Counter Load the details you added Did you get a system message? Save
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Quality Info Records Quality info records are used to document the quality relationship between a vendor and the material they supply. These records are maintained at the plant level and have various functions in QM in procurement. Zebco will use quality info records to document the supply relationship with vendors and have them in place for future considerations. Use transaction QI02 to make changes to the quality info records for procurement.
The Release tab displays details about quantities and blocks.
The Insp. control tab displays vendor details and lead time information.
Field
Description
Release Until
Used to release the vendor relationship until the specified date. If the vendor control function is active, purchase orders to this vendor are prevented if the current date is after the release until date. Designates which inspection type is used when source inspection lots are created by SAP. This field will only be used by Lamplight. This field determines how many days before the the PO line item delivery date a source inspection lot should be created. This field will only be used by Lamplight.
Source Inspection Lead time
Vendor Contact Persons Vendor contacts will be used to store the name and email address of the person at a vendor who should be the recipient of the inspection report generated when a usage decision codes ending in the letter S is applied to an inspection lot. Use MAP2 to make changes to partner details.
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The Function field is used to indicate that this contact is the one that should be used to supply the email address for the inspection report. Code Groups and Codes The SAP QM application utlizes codes in various areas for documentation and reporting purposes. The codes were loaded as part of the data migration based on legacy data provided by the businesses. The codes visible to each business are determined by their inclusion in a catalog profile assigned in the QM View of each material. Use QS41 to make changes to code groups and codes.
2 – Task Codes Task codes are used in quality notifications to document the specific tasks that are required and tracked in the completion of an issue related to a vendor, product, or customer. Tasks are assigned at the header (general) level or at the defect (item) level. Tasks can be assigned to vendors and accessed through the vendor portal, or assign to users and accessed in SAP GUI. 3 – Usage Decision Codes Usage decision codes are used to evaluate and close an inspection lot. Genreally they reflect an acceptance or rejection of the inspection lot. For Char-Broil, Lamplight, and Zebco, the usage decision will drive the stock type (unrestricted or blocked) in the warehouse, and will also designate inspection lots that should generate an email report to vendors. Any code that ends in the letter S will cause SAP to automatically send a report to the related vendor when it is applied as the usage decision for an inspection lot. 5 – Cause Codes Cause codes are used in notifications and are applied specifically to individual defect codes to document the root cause of the defect. 9 – Defect Codes
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Defect codes are used in notifications to document the specific defects that are found in a material. These are a very important piece of information as these codes are used in reporting to determins specific and recurring problems with products, vendors, or customers. Defects can be tied to location codes, cause codes, and task codes. D – Coding Codes Coding codes are assigned at the header level of a notification to provide an additional level of classification about the issue. E – Defect Location Codes Defect location codes are used to document where on the product a defect was found. This codes are available to all businesses but are most extensively used by Char-Broil. Selected Sets Selected sets are created to combine code groups and codes into a single group for use within a specific area. For Char-Broil, Lamplight, and Zebco, selected sets will be used to determine which usage decisions codes are available for a given inspection type. Selected sets are set up at the plant-specific level. SAP transaction QS51 is used to make changes to selected sets.
Selected sets are tied to inspection types in the inspection type configuration.
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Quality Notifications Quality notifications are used to document quality issues with a product, a vendor, a customer, or a combination of the three. Notifications capture data like issue descriptions, long text, material number, plant number, defects, tasks, causes, etc. Notifications can be created directly from results recording for an inspection lot. The following notification types are available for Char-Broil, Lamplight, and Zebco:
Notification Type
Description
F1 – Customer related defects
There are no current processes utilizing this notification type, but it is available for future considerations. This notification type is tied to inspection types 01, ZLL01, 17, ZPSI, and ZLLPSI and documents quality issues experienced in vendor related inspections. This notification type is tied to inspection type ZRW and documents quality issues related to post-rework inspections. There are no current processes utilizing this notification type, but it is available for future considerations. This notification type is created manually to document issues related to vendors that are not discovered as part of an inspection lot processing. This notification type documents issues encountered internally outside of an inspection process. This notification type is created via the vendor portal for vendors to submit deviation requests. This notification type is created via the vendor portal for vendors to submit deviation requests. This notification type is created via the vendor portal for vendors to submit deviation requests.
F2 – Vendor related defects
F3 – Material related defects Q1 – Customer Complaints Q2 – Vendor Complaints
Q3 – Internal problem ZC – Char-Broil Deviation Request ZL – Lamplight Deviation Request ZZ – Zebco Deviation Request
Notification statuses and selection profiles are maintained by configuration specialists and display the information about how notifications will display during the QM processes.
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Work with your configuration specialist to determine which SAP transaction should be used to maintain settings for notifications.
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LESSON 6: VENDOR PORTAL Lesson 6 Objectives After completing this lesson, you will be able to: Define the vendor portal master data Describe the pre-inspection app Explain how tasks are assigned and maintained Report on the vendor portal
Vendor Portal Overview The vendor portal is an application that can be used by vendors to log quality complaints and is made up of the following components for QM: Pre-inspection App Quality Tasks App Deviation Management App Inspection Report Email Program
These components will help WCB and vendors identify and resolve issues quickly and effectively. Vendor Portal – Pre-inspection App The pre-inspection application in the vendor portal is designed to allow vendors to submit inspection reports directly into the WC Bradley SAP system. The vendors will access PO line items via the application and create inspection lots within the SAP system. These inspection lots will have inspection type Z7 and do not require results recording. They will stay in released status (REL) for 24 hours, after which time SAP will make an automatic usage decision for them via a batch job. Vendors are assigned to a quality engineer and will report purchase orders to that quality engineer using the vendor portal. Vendor Portal – Quality Tasks App The quality tasks application in the vendor portal is designed to allow vendors to see and process tasks that are assigned to them in quality notifications within the SAP system. Vendors can submit text notes, attach documents, and set tasks to complete status (TSCO). In order to see quality tasks, the task in the notification must be assigned to the correct vendor number in the notification. Vendors will see quality tasks that need to be addressed in the vendor portal. Vendor Portal – Deviation Management App The deviation management application in the vendor portal is designed to allow vendors to submit deviation requests directly in to the SAP system. The deviation request is submitted via a notification type (ZC – Char-Broil, ZL – Lamplight, ZZ – Zebco). Vendors will submit deviation requests in the vendor portal. Vendor Portal – Inspection Report Email Program The inspection report email program is designed to send an email to the reference vendor for an inspection lot. This program finds all inspection lots that have a usage decision code that ends in the letter S and generates an email which is sent via SOST. The variant for the batch job that runs the program will limit the selection to
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inspection lots with a usage decision date of the current date and a usage decision time within the last 30 minutes. The batch job will run every 30 minutes. The email will have the following attachments:
the standard SAP inspection report Any files attached to the inspection lot via the generic object services function.
In order to function properly, the reference vendor must have a contact person created in transaction MAP1 with a function of ZQ to designate that contact as the recipient of the email report. The contact person must have a valid email address.
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LESSON 7: BATCH JOBS Lesson 7 Objectives After completing this lesson, you will be able to: Define the batch jobs used for quality management Maintain the inspection report Maintain automatic usage decisions
Batch Jobs Overview Batch jobs are utilized to tell the system how often to report certain quality management reports. Inspection report Automatic usage decision
Inspection Report A batch job runs the inspection report email program. There is one batch j ob for each plant that does inspecti ons and sends reports to vendors. The interval for this batch job is every 30 minutes, and the pulls in all inspection lot numbers for a specific plant with a UD (usage decision) date equal to the current date. The program populates the time fields to select inspection lots from the last 30 minutes. Automatic Usage Decision A batch job makes usage decisions for inspection lots with inspection type Z7 because these lots are su bmitted by the vendors and WCB users will not be directly processing them. The transaction to set up the automatic usage decision job is QA17. One batch job is set up for each plant that has vendors submitting inspection reports using Z7 inspection lots.
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APPENDIX – END USER PROCEDURES Lesson 1: Display Inspection Lot (QA03) No EUP
Lesson 1: Display Material Master QM View (MM03) Material Master Processing Use this transaction to display a material master record. The material master contains information for all the materials that a company procures or produces, stores, and sells. The material master is used by all components in the SAP logistics system: In Purchasing for ordering In Inventory management for goods movement postings and physical inventory In Invoice verification for posting invoices In sales and distribution for sales order processing In production planning and control for material requirements planning The data in a material master record can be divided into two categories: Data of a purely descriptive nature, nature, such as name, size, size, or or dimension Data that system uses to perform control function, such as MRP type control, and price control control The Material Master is maintained at different organization levels such as client, plant, and storage location. A Material Master record is created in following cases: If no material master record exists for a particular material. In this case, you must create the material master record. If a material master record exists for a particular material, but the master for your department is missing. In this case, you must extend the material master record. If a material master record exists for a particular particular material and the master data for your user department is entered, but not for the appropriate organizational organizational level. In this case, you must extend the material master record. Related Transactions & Processes
MM01 MM02 MM03 MM04
Material Master - Create Material Master - Change Material Master - Display List of Quotations
MM06
Flag for deletion
MMSC
Enter storage locations
MM60
Material Master - List
MM50 Extend material list Tips & Tricks If the same values are used frequently, it will be faster to access the material master data by setting up defaults. Default values can be set up up for Industry Sector, Sector, Views and Organizational levels. These defaults are set from the MM03 initial screen, f rom rom the menu selection “Defaults”.
If all all view views s shoul should d be be displ displaye ayed, d, itit is faster faster to to click click the Select Select All button button button.
rather rather than than clickin clicking g on on each each view
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Activity 1. Follow the SAP menu as shown, shown, or type the transaction code MM03 in MM03 in the command field.
Result: The Display Material (Initial Screen) displays.
2.
Enter the Material number.
3.
Click . Result: The Select View(s) dialog box box displays.
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4.
Select the appropriate screens to view, view, for example, MRP1 view.
5.
Click . Result: The Organizational Levels Levels dialog box displays:
6.
Enter the Plant code.
7.
Click . Result: The Purchase view screen displays:
8.
Click . Result: The Last data screen reached screen displays.
9.
Click
.
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Lesson 2: Material Master Settings (MM02) Material Master Processing Use this transaction to change a material master record. The material master contains information for all the materials that a company procures or produces, stores, and sells. The material master is used by all components in the SAP logistics system: In Purchasing for ordering In Inventory management for goods movement postings and physical inventory In Invoice verification for posting invoices In sales and distribution for sales order processing In production planning and control for material requirements planning The data in a material master record can be divided into two categories: Data of a purely descriptive nature, such as name, size, or dimension Data that system uses to perform control function, such as MRP type control, and price control The Material Master is maintained at different organization levels such as client, plant, and storage location. A Material Master record is created in following cases: If no material master record exists for a particular material. In this case, you must create the material master record. If a material master record exists for a particular material, but the master for your department is missing. In this case, you must extend the material master record. If a material master record exists for a particular material and the master data for your user department is entered, but not for the appropriate organizational level. In this case, you must extend the material master record. Fields within the material master can be added and maintained after the initial creation process. Some fields cannot be changed after transactions have been processed against the material (i.e., base unit of measure), and some should not be changed without proper precautions. Related Transactions & Processes
MM01 MM02 MM03 MM04 MM06 MMSC MM60 MM50 Tips & Tricks
Material Master - Create Material Master - Change Material Master - Display List of Quotations Flag for deletion Enter storage locations Material Master - List Extend the material views
To select the view to change, it is faster to click the Select All button button.
rather than clicking on each view
Click to move between the displayed views. You can also click the view tabs individually to control the progression through the views. The Views that you select will determine the Organizational level dialog box and its fields. To set user defaults for views and organizational levels for a new material, follow these steps: Views: o Use the menu path Defaults Views Select those views for which you want to establish defaults. You can also select o
when the select view dialog box is to be by-passed unless selected. Organizational levels: Use the menu path Defaults organizational levels Select those organizational levels for which you want to establish defaults. Select when the select view dialog box is to be by-passed unless selected.
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Activity 1. Follow the SAP menu as shown, or type the transaction code MM02 in the command field.
Result: The Change Material (Initial Screen) displays.
2.
Enter the Material number.
3.
Click . Result: Pop –up select view screen
4.
Select the appropriate views you want to display, for example, the Purchasing view.
5.
Click
.
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Result: The Organizational Levels dialog box displays:
6.
Enter the Plant code.
7.
Click . Result: The Purchasing view screen displays:
8.
Change the field information as needed. For example, change the GR processing time from 3 days to 4
9.
days. Click . Result: The Last data screen reached screen displays.
10. Click . Result: SAP displays a message at the bottom of screen like the one shown below.
Lesson 2: Assign Material to Inspection Plan (QP02) No EUP
Lesson 3: Display Sampling Procedure (QDV3) No EUP
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Lesson 3: Create Sampling Procedure (QDV1) Create Sampling Procedure A sampling procedure defines the ru les that specify how the system calculates the sample size and it contains information about the valuation of an inspection characteristic during results recording (attributive, variable, manual, etc.). This document describes the process of creating a new sampling procedure. Related Transactions QDV2 Change Sampling Procedure QDV3 Display Sampling Procedure Activity 1. Follow the SAP menu as shown, or type the transaction code QDV1 in the command field.
Result: The Create Sampling Procedure: Initial screen displays.
2.
Enter the name of the sampling procedure and click on Result: The Create Sampling Procedure: Assignments screen displays
3.
Enter the information as specified in the table below:
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Field Name
Description
R/O/C
Short Text
Short Text for sampling procedure
R
Sampling Type
Specifies how the sample is determined e.g., 100% sample, sample with a fixed size. Defines the rules for accepting or rejecting a characteristic or sample
R
Choose one of the following inspection points indicator Without insp. points Plant maintenance Sample Management Free inspection pts
R
Valuation Mode Inspection Points
R
User Action and Values Enter the short text or short description for the Sampling Procedure Enter the alphanumeric that uniquely identifies the sampling type. (use the down arrow to search and pick the required one) Enter the alphanumeric that uniquely identifies the valuation mode (use the down arrow to search and pick the required one). Click on one of the 4 radio buttons
4.
Hit Enter Result: The Create Sampling Procedure: Special Conditions screen displays
5.
Choose one of the 3 options present under the Multiple Samples group. (No multiple samples, Indep. Multiple samples, Sep. multiple samples).
6.
Click on Result: The Fixed Sample pop-up box displays.
Note:
The fields in this screen will be different based on the inspection Type and Valuation
mode selected. The following are the ones for “Fixed Sample” inspection type and “Attributive inspection 7.
nonconf units” valuation mode. Enter the sample size and click on Click on Result: The sample is saved. Confirmatory message appears on the bottom of the SAP screen.
8.
To return to the SAP menu, click on
.
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Lesson 3: Change Sampling Procedure (QDV2) Change Sample Procedures A sampling procedure defines the ru les that specify how the system calculates the sample size and it contains information about the valuation of an inspection characteristic during results recording (attributive, variable, manual, etc.). This document describes the process of changing a sampling procedure. Related Transactions QDV1 Create Sample Procedure QDV2 Display Sample Procedure Activity 1. Follow the SAP menu as shown, or type the transaction code QDV2 in the command field.
Result: The Change Sample Procedure: Initial screen displays.
2.
Enter the sampling procedure name
3.
Click on Result: The Change Sampling Procedure: Assignments screen is displayed
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4.
Make changes to each tab as required.
Note:
Click on the “Administrative Data” icon in order to view the person created or changed the
5.
dynamic modification and the data it was done Click on Result: Confirmatory message appears at the bottom of the SAP screen.
6.
To return to the SAP menu, click on
.
Lesson 4: Create Qualitative Master Inspection Characteristic (QS21) No EUP
Lesson 5: Display Inspection Plan (QP03) No EUP
Lesson 5: Create Inspection Plan (QP01) Create Inspection Plan The inspection plan is the task list used by the Quality Management (QM) component to process quality inspections. Inspection plans are used to carry out such production-related tasks (for example, inspecting goods upon goods receipt or goods issue). Quality inspections during production are carried out on the basis of the routing. This end user procedure covers the use of inspection plans for quality management applications. The inspection plan structure mirrors the structure of the routing in the Production Planning (PP) component. The plan consists of the following elements: General information (header) One or more operations; operations within the QM component are created and maintained exactly as those within the Production Planning (PP) component. For information about operations, see the online documentation for PP Production Planning. For each operation you can define Test equipment used for the inspection (as production resources) Location where the inspection takes place (as work centers) Related Transactions QP02 Change Inspection Plan QP03 Display Inspection Plan
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Tips and Tricks You can assign one or more materials to an inspection plan. Providing you do not use master inspection characteristics in the plan, you can assign different characteristic values for each material for an inspection characteristic. These are known as allocation values for an inspection characteristic. Inspection characteristics (inspection characteristics cannot be assigned to a sub-operation).
Activity 1. Follow the SAP menu as shown, or type the transaction code QP01 in the command field.
Result: The Create Inspection Plan: Initial screen displays.
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2.
Enter the information as specified in the table below: Field Name
3.
Description
R/O/C
Material
Material number
O
Plant
Plant number
O
Group
Group number (inspection plans)
O
Change number
Change master record number
O
Key date
Key date
R
Revision level Profile
Revision level ID
O
Profile ID
O
User Action and Values Enter the alphanumeric key that uniquely identifies the material that the inspection plan is to be created for. Enter the alphanumeric key that uniquely identifies the plant where the inspection plan is to be used. Enter the alphanumeric key that uniquely identifies group number where the new inspection plan is to be grouped. Enter the alphanumeric key that uniquely identifies the change master record associated with the new inspection plan. Enter a date in the future the inspection plan will be valid. The system will populate this field with the current date Used in conjunction with the change number, this field identifies the status of the inspection plan. Enter the alphanumeric key that uniquely identifies the inspection plan profile, this will use predefined data to populate some of the data fields in the new inspection plan.
Click on the Header Icon Result: The Inspection Plan Create: Task List Overview screen is displayed
Note:
You will get to this screen only if you did not enter a material with a plant on the previous
screen. 4.
Click on . Result: The Create Inspection Plan: Header Details appears
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5.
Enter the information as specified in the table below. Field Name
Description
R/O/C
User Action and Values
Group
Group number
D
Group counter
Group counter ID
R
Short text
Group counter short text
O
Plant
Plant number
R
Deletion flag
Deletion flag
O
Use
Inspection plan use ID
R
Status
Inspection plan status ID
R
The alphanumeric key that uniquely identifies the inspection group number that includes the group counter of the inspection plan. This is a systemgenerated number. Enter the alphanumeric key that uniquely identifies the inspection plan group counter that specifically identifies the inspection plan. Enter a short description of the inspection plan. Enter the alphanumeric key that uniquely identifies the plant at which the inspection plan is to be valid for. Check this box to set the deletion flag so that the inspection plan will be deleted at the next reorganization run or archiving procedure. Enter the alphanumeric key that uniquely identifies the inspection plan use ID, (I.E. production, goods issue, goods receipt, universal…) Enter the alphanumeric key that uniquely identifies the inspection plan status, (I.E. created, released…)
Planner group
Planner group
O
Planning work center
Planning work center
O
Lot size
Lot size
R
Old task list number
Old task list number
O
Inspec. points
Inspection points
O
Dynamic mod. Level
Dynamic modification level
O
Modification rule
Modification rule
O
Note:
Comments
The inspection plan has to be release before it can be used.
Enter the alphanumeric key that uniquely identifies the planner group responsible for maintaining the inspection plan. Enter the alphanumeric key that uniquely identifies the planning work center where the inspection is to take place Enter the lower and upper lot sizes for the validity of the inspection plan. If the new inspection plan is replacing an older inspection plan, enter the old inspection plan number. If using inspection points to process the inspection, enter the inspection point. Enter the level at which the inspection stage is made and on which the quality level is maintained, (I.E. without, at lot level, at characteristic level) Enter the dynamic modification rule that contains the inspection stages and the conditions that lead to changes in inspection stages.
If you want to assign more than one material to the Inspection Plan, attach the required
materials by clicking on 6.
Click on Result: The Inspection Plan Create: Operation Overview screen is displayed.
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7.
Enter the information as specified in the table below. Field Name
Description
R/O/C
Operation
Operation ID number
O
Work center
Work Center ID Number
O
Plnt
Plant ID number
O
Control key
Control key ID
R
Standard text key
Standard text key
O
Description
Operation description
R
Long text exist
Long text exist indicator
O
User Action and Values Enter the numeric key that uniquely identifies the operation. (I.E. 0010, 0020, 0030…) Enter the alphanumeric key that uniquely identifies the work center where the inspection is to take place. Enter the alphanumeric key that uniquely identifies the plant where the inspection will take place. Enter the alphanumeric key that uniquely identifies the control key. A control key will specify a set of business transactions to maintain for the inspection operation. Use QM01 or QM02 Enter the alphanumeric key that uniquely identifies the standard text key. A standard text key will import a standard description in the description field. Enter a description of the inspection operation Use this check box to indicate if long text exists. Also use this indicator to enter the long text area.
8.
Select an Operation and click on Result: The Create Inspection Plan: Characteristic Overview screen appears
9.
Enter the information as specified in the table below. Field Name
Description
R/O/C
User Action and Values
Char
Characteristic number
R
Qn
Quantitative characteristic indicator
O
Enter the characteristic number. (I.E. 10, 20, 30 …) Check if characteristic is quantitative in nature.
Ql
Qualitative characteristic indicator Master inspection characteristic
O
Short text
Short text
R
L
Long text
O
Method
Inspection Method. An inspection method describes how to inspect an inspection characteristic.
O
MstrChar
O
Comments One of these options Qn or Ql has to be selected
Check if characteristic is qualitative in nature. Enter or search the alphanumeric key that uniquely identifies the master inspection characteristic key. Short text description of the inspection characteristic. Long text description of the inspection characteristic Use the search to select an inspection method
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