Oracle Quality Setup

Prepared by: Larry Sherrod

Title: Oracle Quality Setup and Processing Release Date: 02/10/2008

Purpose: This document defines the basics Quality Module Setup. Table of Contents: Collection Elements............................................................................................................. 2 Reference......................................................................................................................... 2 Variable............................................................................................................................ 3 Attribute........................................................................................................................... 3 Collection Plans................................................................................................................... 5 Actions............................................................................................................................. 7 Quality Report Writer....................................................................................................10

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Collection Elements

Collection elements are the basic building blocks of collection plans, which are the data structures that you use to collect Quality results. Before you can collect Quality data, you must first create a collection plan. You begin by creating collection elements, which define the characteristics of the product or process that you want to monitor, record, and analyze. Collection elements are categorized by type so that they can be sorted and grouped in database searches and on reports. You assign collection element types to collection elements when you define them.

Reference The Reference Information collection element type groups collection elements that reference common objects defined in other Oracle Applications, such as Oracle Flow Manufacturing, Inventory, Order Management, Purchasing, and Work in Process. You can reference any data within an Oracle Database. From your Quality menu, NAV > Setup > Collection Elements. When the Screen appears, query for Customer. This will bring up the Customer Reference Collection Element, as shown below. This is a seeded element and you should not modify it. You can create another as long as the name is different. The Select statement is used to define the valid values for the data a user would select from. Make sure the data type and reporting length match the data you are referencing. You cannot change the data type once the element is saved.

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Variable

If you need collection elements based on specification tolerance ranges, you would use a variable collection element type. The setup is the same except you would press the Spec Limits button at the bottom of the form. The screen below will display. Here you can establish the acceptable ranges of your specification. You will note the “Bell” curve arrangement of the data. You can use these ranges to define actions taken when data is input outside of the range.

Attribute If you need collection elements based on a customized list of values, you would use an attribute collection element type. The setup is the same except you would press the Values button at the bottom of the form. The screen below will display. Here you can create your values you wish the user to select from.

While it is recommended you use the above elements types as described, you are not required to by the application code. You can use create reference elements that use spec limits and so on. You can also develop you own element types to categorize them.

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Specifications

Specifications define the requirements to which the product must conform. You can define specifications for the key characteristics of the products that you produce or for the materials that you receive from suppliers. You can attach illustrative or explanatory files to specifications, such as text, images, word processing documents, spreadsheets, video, and so on. Attachments can be used to document processing instructions as well as inspection and disposition procedures. From you Quality menu, NAV > Setup > Specifications. The form below will appear. You can link the specification to an Item, Supplier or Customer. It can also apply to a single item, category or category set. I most cases you will link it to a single item. If this is the case, you can make the Specification Name the same as the item. Once you have input the above information, you can press the SPEC ELEMENTS button. The screen below will appear. Using the collection elements you previously created, enter you range data. You can also copy from existing specifications.

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Collection Plans

From your Quality menu, NAV > Setup > Collection Plans. The screen below will appear. Here you can enter the collection plan information. The plan type adds no functionality beyond the grouping of collection plans. You can use the Copy Elements button to open a form to copy all the elements from another collection plan. To link the collection to an existing specification, press the SPECIFICATIONS button. The form below will appear and you may select from the list.

For each collection plan created, Oracle generates a table view of the plan data. To generate the table, press the VIEWS button. Oracle will show a form displaying the view table name and the import table name. You can open these tables in any SQL editor. Press the CREATE button to complete the process.

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If you wish to link the collection plan to a transaction, press the TRANSACTION button. The form below will appear. Since this module was developed for discrete applications, most of the transactions refer to those modules. It does offer links to Purchasing, EAM and Service. If you need have a user access the collection plan from a transaction not supported, you can use a custom ZOOM. Checking the Mandatory box will not let the user save the transaction without entering a collection plan record. Checking the Background box allows the collection plan to automatically collect data from the transaction detail so the user does not have to reenter it. You must check the Enabled box if you wish to use the transaction link. In the Collection Triggers section of the form you can establish the conditions you wish to launch the collection plan. I the above instance, the collection plan is “triggered” when a user is performing a receiving transaction of a 319-I item. The user will not be able to complete the receipt without entering the collection plan data. There are many triggers you can choose from. It image to the right show several.

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Actions

You can use actions to perform notifications to the user or to generate emails to others based on specific conditions. Select an element on the Collection Plans screen press the ACTIONS button. You should now see the screen below.

There are two actions specified. We are looking at the first. This action is invoked when the user inputs a value outside of the upper and lower specification limits of this element. When this occurs, the user is prompted with a dialog box containing the message shown. When we review the second action, we see the action details change. Press the ACTION DETAILS button.

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You can now see the Actions: Send Email screen.

Here you can enter the email address, subject, and Cc or Bc addresses. In the Text area, you can enter the body of the text along with any Variables. Variables are a way to include data specific to the record. In order to link the variables to your plan data, press the VARIABLES button.

From this form you can define the variables used in the body of the email. This will link them to the actual values in the quality record.

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You can also create collection elements as a place holder for information determined by data in other elements. For instance, you may wish to display the item description next to the item number. You need create an element. In this case we created Aleris Item Description. We added it to our collection plan and we can now add an action rule as seen in the form below. Press the ACTION DETAILS button. The form below appears and you can insert the SQL code needed to locate the item description associated with the item. NOTE: Included in the statement is the ITEM variable you must define.

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Reports Quality is unique among modules in that it has a report writer tool built into its functionality. This allows users to develop their own reports based on their needs. These report templates can be saved for use again. They can also be copied and then modified to meet another user’s needs.

Quality Report Writer From the reports menu select, Quality Results ReportWriter. The screen below will appear. Here you can define the name, plan, title and description of the report. You can define the columns you wish to display. You can also establish the conditions you wish to report using the Show Results Where area.

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Oracle Quality Setup

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