SAP QM Complete Document for Quality Management
- 1. QMT140 Quality Master Data Introductions
- 2. Agenda 1 1. Welcome & Introductions 2. Quality Management (QM) Overview 3. Manage QM Master Data 4. Manage Quality Info Records (QIRs) 5. QM Reports 6. Summary
- 3. Course Objectives 2 After completing this course, you will be able to: – Create, change, and track changes to QM master data – Create, change, and track changes to the Q-info record – Generate QM reports
- 4. Attendance - Sign In Please ensure you have signed the Training Attendance Sheet. Logistics – Emergencies • Alarms • Stairwells/Exits – Restrooms – Break Areas Expectations – Introduce the training materials All cell phones and pagers must be turned off during the class. “Parking Lot” Ground Rules Ground Rules and Logistics 3
- 5. Course Format Tell me Concepts – Instructor-delivered information you need to know to successfully perform job-related tasks Show me Demonstrations – Demonstrations of job-related tasks performed in SAP Let me Exercises – Student practice tasks performed in the (program name) solution Help me Help/Handouts – Training tools to assist you back on the job Show Me Let Me 4
- 6. Assessments At the end of the course, there will be a ten question assessment: – The passing score is 80% (8 out of 10 correct) – You can use your training materials as reference 5
- 7. Agenda 6 1. Welcome & Introductions 2. Quality Management (QM) Overview 3. Manage QM Master Data 4. Manage Quality Info Records (QIRs) 5. QM Reports 6. Summary
- 8. Quality Management (QM) Overview
- 9. Lesson Objectives Upon the completion of this lesson, you should be able to: – Describe the Quality Management (QM) process in (program name) – Define key (program name) terms and concepts relevant to performing QM – Explain integration points between QM and Procurement, Planning, Production, Inventory/Warehouse Management and Finance 8
- 10. (program name) Process Scope 9 Process Sub-process Planning and Manufacturing Execution Perform short, medium, and long range production planning Schedule and execute production Plan and maintain production related data, and reporting parameters Control and report production operations Procurement Maintain supplier certification and monitor performance Create and maintain purchase requisitions, and purchase materials Create and manage supplier contracts Create Supplier Network Collaboration Hub Quality Management Perform incoming quality assurance, and manage product disposition Determine discrepant material disposition Inventory & Warehouse Management Receive and put away materials – supplier, non supplier Manage inventory storage and movement Manage consignment materials and inventory program Plan and manage shipping Finance Support product costing Manage multiple valuation situations Invoice verification & accounts payable Master Data Manage product obsolescence Maintain product related data
- 11. System Benefits Automated cycle time metrics Traceability of materials in SAP Common definition of requirements for (name of site) sites Standard SAP among (name of site) sites Optimized workflows Real time information Data handling by electronic means Compliance with 21 CFR Part 11 10
- 12. The (program name) Process Map (Top Level) Manufacturing Execution Quality Perform In-process Inspection Final Inspection / Disposition Perform Receiving Inspection Discrepant Material Disposition Inventory / Warehouse Mgt Receive Materials & Services Receive and Put Away Product Receive Material - non suppliers Manage Lots/Batches Pick Order Manage Inventory, Storage & Movement Pack Order Finance Perform Transaction Processing Support Product Costing Enable Payment Procurement Procure Materials and Services Manage Supplier Agreements Create & Maintain Purchase Requisitions Manage Subcontractor Manufacturing Maintain Approved Suppliers Manage Supplier Managed Inventory Planning and Manufacturing Perform Demand Input & Supply Planning Perform Production Planning Schedule Production Execute Production Manage Line Replenishments Control & Report Production Operations 1 2 1 2 Perform Overhead Accounting & Allocation 3 3 1 2 3 Demand Plan Goods Issue To sub-con Goods Issue To production Goods Issue To shipments Supply Area replenishment 4 4 5 5 External operation 6 6 Purchased Material Disposition Miscellaneous Quality Processes 1 Recurring Inspection / Samples Maintain Suppliers Related Data Maintain Customer Master Related Data Maintain New Product Code Registration Maintain Production Related Data Calculate Order Price Process Sales Order Billing for Sales Order Item Execution Operations Imperfection Tracking Master Data
- 13. QM – High Level Process Integration Diagram 12 Plant, Material, and Vendor Controls Discrepant Material Disposition Final Inspection Disposition Recurring Inspection: Lot Expiring/ed Materials Batches Restricted Vendor Block/Un-Blocked First Article Inspection established / dropped Retained Sample Management Manufacturing: Final QA Release for Production / Process Order Inventory: Update batch status Calculate Expiry Date Manufacturing: WIP QA Release for Production / Process Order Recurring Inspection Intervals Batch Expiry Vendor Block / Un-Block First Article Inspection Procurement: - Purchase Orders -Subcontracting Inventory: - Goods movement Purchase Orders / Incoming Batch Finished Product Batches available for Disposition In-Process Inspection of Material Batch X X Incoming: QA Disposition of material Semi-finished materials available for production Raw Material / Component available for production Manufacturing: - Work Orders - Order Status Inventory: - Goods movement X Y Y Nonconformance Perform In- Process Inspection Perform Receiving Inspection Miscellaneou s Quality Processes NC’s impacting Batches & Vendors Materia l Setting s Imperfection Tracking Hold/Quarantine, Scrap, Rework, Re-inspect, Accept Decisions Vendor QA Scorecard input Manufacturing at Risk Ship Under Quarantine
- 14. Key Terms 13 Term Definition Batch Management Batches are subsets of the total quantity of a material held in stock. Batches are managed separately from other subsets of the same material Batch Status Indicates the availability of a specific batch for use. Comprised of two statuses: restricted use and unrestricted use. Controls usability at the batch level Characteristic Values Product quality characteristic specifications that are measured for QA purposes Doc URLs Hyper link within inspection lots to access the controlled documents in PLM System(i.e., OTIS).
- 15. Key Terms (cont’d) 14 Term Definition Dynamic Modification Rule(DMR) A master data record that contains the definition of inspection stages(Normal, Tightened, Reduced) and conditions that lead to inspection stage changes Goods Movement Physical or logical movement of materials leading to a change in stock levels or resulting in the direct consumption of the material Inspection Lot Batch of materials subject to quality inspection. Created to document or trigger an inspection request and used to store inspection results and usage decisions Inspection Plan Describe the series of processing steps that take place to inspect or test a material in order to sample and record results Inspection type Determines when and how an Inspection Lot is to be created
- 16. Key Terms (cont’d) 15 Term Definition Inventory Status Comprised of three statuses: Quality Inspection, Blocked Stock, Unrestricted Stock. Controls usability at the inventory level. Master Data Static data which represents things, rather than events Master Inspection Characteristic (MIC) Describes what needs to be inspected and defines the testing requirements for materials and products Material Master A data record containing all the information required to manage a material. Posting Change Refers to a “bookkeeping” change (a change of information) about a particular material or batch
- 17. Key Terms (cont’d) 16 Term Definition Qualitative Attributive parameters Quantitative Measurable Quantifiable data Quality Info Record (QIR) Record which gives information about the qualification status of a vendor based on a material/vendor/plant combination Sampling Procedure Defines the rules for calculating the sample size for an inspection. Sample Scheme A sampling plan which contains information about the sample size for a specific lot size and defines how acceptance or rejection decisions are made and why(ANSI/AQL). Storage Location Area within a plant where materials are stored
- 18. Key Terms (cont’d) 17 Term Definition Usage Decision Final SAP disposition of a material based on SAP results recording of the quality inspection. Note: formal material GxP batch release is conducted outside of SAP via specific company procedures. Warehouse Area within a storage location where material is stored
- 19. (program name) Quality Management 18 (program name) deployment is implementing a basic and simple QM configuration with minimal interfaces and enhancements Fully leveraging existing product lifecycle management (PLM), non-conformance (NC), and inspection systems QM is established to support and standardize existing processes and terminology across the (name of site) locations providing: – Additional safeguards for QA in monitoring varied batch, material, vendor and order statuses – Additional controls over production/process orders – Enhanced statuses for controlling batches (such as Manufacturing At Risk (MAR), Ship Under Quarantine (SUQ), First Article Inspection (FAI) – Automated processes (auto restrictions, HardStop, auto Usage Decision (UD) – A direct systematic linkage and control for QA over the planning, movement, and disposition of material
- 20. (program name) Quality Management – Key Features Integration with inspection systems (LIMS) Integration with Non-conformance systems (QERTS) Manual integration with PLM systems Direct-Ship scenarios and use of Advance Ship Notices 19
- 21. QM Integration with Materials Management Triggers inspections for goods movements, for example, goods receipt Blocks vendor actions (ordering, receiving, payments) Manages the inventory of goods during the inspection and remains visible for MRP planning purposes Carries out batch determination using characteristic values from batches (restricted/unrestricted) quality inspections Monitors the shelf-life of batches and the deadline for recurring inspections Evaluates vendors on the basis of quality using quality scores from audits, goods receipt inspections, and nonconformances 20
- 22. QM Integration with Production Integrates inspection planning and work scheduling Handles inspection characteristics and operations Manages quality inspections for manufacturing orders Triggers the creation of the finished goods inspection lot at the time of order release – There are exceptions where the inspection lot is triggered at the time of goods receipt Provides batch control when noncomformances exists 21
- 23. Quality Inspection Cycle Maintain Master Data Inspect Quality Inspection Record Inspection Data 1 Inspection Trigger 2 Usage Decision 5 4 3 1. Maintain Master Data: The required data created and maintained in the QM module before a material or process is inspected and the result of the inspection is recorded. 2. Inspection Trigger: The prerequisite SAP transaction required to trigger the QM process and initiate the inspection lots for inspection. Usually this is a goods receipt against an incoming shipment or a production / process order release. 3. Inspect: Inspection, test, or examination of a material or documentation. Inspection and evaluation are performed externally to SAP. 4. Record Inspection Data: Recording of the qualitative (pass/fail) and quantitative results of the inspection in SAP. Specific quantitative inspection results are recorded outside of SAP. Defects or non-conforming data are captured and managed in external systems outside of SAP. 5. Usage Decision: Captures the decision on disposition of the material, based on the results of the inspection event(s). 22
- 24. Master Data Master data is data that is centrally stored and used across all SAP application modules and all functional areas within (name of site). Master data remains static over an extended period, and contains information that is needed often and in the same form. It is required to perform transactions such as results recording. 23 SAP SAP Document Master Data Inspection Plan Transactions Inspection Lot Org Structure Plant Output Input
- 25. Examples QM Master Data Uses The following are examples of QM Master Data and their use: – Triggers inspection lots giving quality control of batches – Identifies where inspection is performed – Provides planning data for inspection – Provides re-inspection intervals – Enables automatic usage decision – Triggers first article inspection, dock-to-stock scenarios, and blocking of vendor/material – Provides data for sample management – Supports the vendor evaluation process 24
- 26. Elements of an Inspection Plan 25 Defines how the inspection will occur Made up of the following master data: Sampling Scheme Inspection Plan Inspection Lot Sampling Procedure Material Master MIC Work Center How (External to CR) Where What
- 27. Sampling Procedure Defines the rules on how a sample size is calculated and provides details on how inspection characteristics are evaluated(attributive, Variable, Manual) during results recording 26
- 28. Quality Information Record Created for a specific material- vendor-plant combination Uses: – Flag a material-vendor combination as first-article inspection (FAI) – Designate a material-vendor combination as dock-to-stock (no inspection) – Block a material-vendor combination. Vendor QIR Material Site 27
- 29. Inspection Lot Creation Inspection lots are created each time a Quality inspection is required – Request to a work center to carry out a quality inspection Inspection lots can be created automatically or on demand 28 automatic on demand 01 Goods Receipt for PO – Receiving/Incoming Insp 0101 Goods Receipt for PO – First Article Inspection 04 Goods Receipt from process order or the release of a process order 09 Recurring Inspection of Batches 08 On-Demand (creation via QA01 – not stock relevant) 08 On-Demand (creation via MIGO_TR – stock relevant)
- 30. Simple Inspection / UD Process Flow 29 GR In-coming (01) Process Order Release (04) GR Production (04) On Demand (08) Recurring (09) Inspection Lot Trigger Auto Creation of IL Posting Change Notice (WM) Transfer Posting (IM) Batch Status Stock Status Expiry Date Generate IL Lot Work List (QA33/QE72) Record Results (QA32) Stock Posting (QA32) Usage Decision (QA32) IL Closed Abbreviations: GR – Goods Receipt IL – Inspection Lot IM – Inventory Management IT – Inspection Type WM – Warehouse Management Legend: (XXXX) Transaction relevant for performing the activity Note: 08 Inspection Lot Types are triggered by a manually initiated goods transfer or a manual creation of an inspection lot.
- 31. Recording Results 30 The documentation of quantitative and/or qualitative results for inspection performed Criteria for results determination and documentation is maintained/performed externally via legacy systems and processes Recording Results allows you to: – Record if the result(s) is acceptable or not – Create a history of defects for the material, product or process – Trigger notifications to external nonconformance systems of failures – Perform UD
- 32. Usage Decision 31 Determines the final disposition on materials after the inspection process is completed Includes all materials – Incoming – Process/WIP – Finished
- 33. Purpose of Usage Decision Process 32 Change the status of a material – Move material from quality inspection (QI) stock to blocked stock or unrestricted stock in the inventory system Inventory Status Types – Quality Inspection (QI): material quarantined pending QA decision on status/disposition – Blocked stock: used to isolate material from being used in the production process or from being distributed – Unrestricted stock: material available for use in production process and available to be distributed – Scrap: used to scrap material and charge the appropriate cost center. Material is not available for planning or use.
- 34. Purpose of Usage Decision Process (cont'd) Change the status of a batch – Batch statuses control the entire inventory quantity assigned to the batch, meaning a batch can have only one of two status types Batch status types – Unrestricted: the entire batch is available for use – Restricted: the entire batch is unavailable for general use, certain ‘restrictions’ apply to the batch and manufacturing or distribution of a batch in this status is limited Closes the inspection lot record in SAP 33
- 35. Set the Stage - Stock Status 34 Stock status Definition Unrestricted Available; approved Blocked Not available Quality Inspection Not tested; under testing
- 36. Key Status Types QUALITY INSPECTION UNRESTRICTED STOCK BLOCKED STOCK = Unavailable for use = Available for use = Unavailable for use and planning Stock Status UNRESTRICTED RESTRICTED = Available for use = Unavailable for use Batch Status 35
- 37. Key Status Types 36 Note: When batch status is changed to restricted, the stock status becomes restricted as well. RESTRICTED RESTRICTED UNRESTRICTED UNRESTRICTED QUALITY INSPECTION QUALITY INSPECTION Stock Status Stock Status UNRESTRICTED UNRESTRICTED Batch Status Batch Status QUALITY INSPECTION QUALITY INSPECTION BLOCKED BLOCKED BLOCKED BLOCKED RESTRICTED RESTRICTED
- 38. Usage decision Codes - (program name) 37 UD codes Description Score Posting Proposal Valuation Batch status Stock status ACCP Meets all Quality Requirements – 01/04/08 100 To Un-restricted use, Un-restricted batch status Accept Unrestricted Unrestricted ALTU Meets Requirements for Reclassification – 01/04/08/09 75 To Un-restricted use, Un-restricted batch status Accept Unrestricted Unrestricted APAR Partial Batch Accept - Meets Qlty reqmts 75 Accept ARED Reset Expiry date - Meets Quality reqmts - 09 To Un-restricted use, Un-restricted batch status Accept Unrestricted Unrestricted ARPR Unconditional accept after Repair – 04/08 75 To Un-restricted use, Un-restricted batch status Accept Unrestricted Unrestricted ASUQ Conditional accept-Ship under Quarantine – 04/01/08/09 90 To Un-restricted use, Blocked batch status Accept Restricted Restricted AUAI Unconditional acceptance-Disposition NC – 01/04/08/09 50 To Un-restricted use, Un-restricted batch status Accept Unrestricted Unrestricted AWRK Unconditional accept after Rwk/Reinsp – 04/08 50 To Un-restricted use, Un-restricted batch status Accept Unrestricted Unrestricted MAR Conditional accept InspLot - Mfg at Risk – 01/04/08 1 To Un-restricted use, Blocked batch status Accept Restricted Restricted RRTV Entire batch is rejected - RTV'd 1 To Blocked stock, Blocked batch status Reject Restricted Blocked RRWK Entire batch rejected for Rwk/Reinsp 1 To Blocked stock, Blocked batch status Reject Restricted Blocked RSCP Entire batch is rejected - Scrap 1 To Blocked stock, Blocked batch status Reject Restricted Blocked Note:- Block batch status means restricted batch status
- 39. Checkpoint 1. Give examples of where QM master data is used. (Select all that apply) a. Triggers Inspection lots b. Provides data for inspection c. Support vendor evaluation d. Enables automatic usage decision 2. What is the name of the (program name) QM enhancement that prevents restricted batches from being distributed to end customers? a. Hold b. HardStop c. First Article Inspection d. Distribution Hold 38
- 40. Agenda 39 1. Welcome & Introductions 2. Quality Management (QM) Overview 3. Manage QM Master Data 4. Manage Quality Info Records (QIRs) 5. QM Reports 6. Summary
- 41. Manage QM Master Data
- 42. Lesson Objectives 41 Upon the completion of this lesson, you should be able to: – Extend the quality view of the material master – Change and maintain quality view of the material master – Create and change inspection methods, inspection plans, work centers, and Quality Information Records (QIR)
- 43. Master Data Master Data is information that is setup in SAP which does not change frequently. Examples include: Material Master, Inspection Plan, Master Inspection Characteristics(MIC). Transactional Data is a data record which is created frequently. It applies to specific batches or quantities 42
- 44. QM Master Data Flow 43
- 45. Work Centers A work center is where inspections are conducted – QM work centers are used in the inspection plans – Several inspection characteristics(parameters like Viscosity, pH) can be inspected in each work center 44
- 46. CRQ1 – QM Work Center - Create Use transaction CRQ1 to create a new quality management (QM) work center The work center designates where the inspection occurs and is referenced in an inspection plan – It should be created prior to the creation of the inspection plan The fields, Plant, Work center, and Work center cat. are mandatory fields on the initial screen 45
- 47. Exercise 3.01: CRQ1 - Create QM Work Center 46 You need to create a quality management work center – Watch the Demo executed by the trainer – Complete the exercise using the Exercise Guide – Work Instruction: CRQ1 Create QM Work Center
- 48. CRQ2 – QM Work Center - Change Use transaction CRQ2 to change an existing QM work center Reference the existing work center using the required fields, Plant and Work center on the initial screen 47
- 49. Exercise 3.02: CRQ2 - Change QM Work Center 48 You need to change a quality management work center – Watch the Demo executed by the trainer – Complete the exercise using the Exercise Guide – Work Instruction: CRQ2 Change QM Work Center
- 50. Document Info. Record Use this procedure to create a document that will be linked to an Inspection Method. (program name) uses the document to house information specific to a material's inspection plan. – This document resides in a method that resides in an inspection plan When users record results, these documents are available and guide them to the relevant system where the formal Procedures are documented. The document is linked to the Inspection Method contains an embedded link. This document will contain a URL that links to the relevant inspection method stored in system. 49
- 51. CV01N – Document Info. Record - Create Use transaction CV01N to create a document and link it to an Inspection Method A document can be created from a copy or a new one 50
- 52. Exercise 3.03: CV01N - Create Document You need to create a document that is linked to an inspection method – Watch the Demo executed by the trainer – Complete the exercise using the Exercise Guide – Work Instruction: CV01N Create Document 51
- 53. CV02N – Inspection Method Document - Change Use transaction CV02N to update a document that is linked to an inspection method – Use the Document field to lookup the document that requires modification Modifications that can be made once the document is retrieved, include the following: – Description of the document – Hyperlink that the document points to (Originals tab) – Method(Object Links tab) 52
- 54. Exercise 3.04: CV02N - Change Document You need to change a document that is linked to an inspection method – Watch the Demo executed by the trainer – Complete the exercise using the Exercise Guide – Work Instruction: CV02N Change Document 53
- 55. Material Master Quality Management View The Quality Management View contains data required to prepare a material for inspections when the material is received or produced – The settings must be activated in the material master record in order to trigger inspection Lots for that material The Quality Management View is maintained for all material types except for NLAG (Non-Stock Material) 54
- 56. Material Master Quality Management View (cont’d) Open the Inspection setup screen by clicking on the button on the Quality View 55
- 57. Material Master Quality View: Inspection Setup Screen 56 • Access the Inspection type section of the screen by clicking on the button on Inspection setup screen
- 58. Material Master Quality View: Inspection type Section The Inspection type must be selected and activated in this section for the material to identify when the inspection is performed – Inspection types used can be 01, 04, 05, 08, 09, or 0101 – Any material that are expiry relevant should always have a 09 inspection type associated with it. – Every material must have 08 inspection type active. 57
- 59. MM01 – Create Material: Master Quality View Use transaction MM01 to extend the quality view in the material master and assign the appropriate inspection types for a given material Use MM01 only when the material master for a given material has been created and was not created with a quality view 58
- 60. Demo 3.05: MM01 - Create Material: Extend Quality View 59 You need to extend the quality view in the material master – Watch the Demo executed by the trainer – Work Instruction: MM01 Create Material – Extend Quality View
- 61. MM02 – Change Material: Quality View Use transaction MM02 to change the field values of the quality view in the material master for a given material – Use when you need to add or delete inspection types, change the Auto UD setting or change the trigger of the inspection lot creation in the quality view of a material master Use the field, Material on the initial screen to search for the required material 60
- 62. Exercise 3.06: MM02 - Change Material Quality View 61 You need to update a material master – Watch the Demo executed by the trainer – Complete the exercise using the Exercise Guide – Work Instruction: MM02 Change Material – Change Quality View
- 63. Create Change Master Record Requestor initiates in SAP ECO as usual and upon SAP ECO approval, the planner or engineer will populate the change control number Local data owner creates a change master record in (program name) Parameters and validity dates are maintained in the change master record 62
- 64. CC01 - Create Change Master Use transaction CC01 to keep a record of all the changes for a particular object, in this case, routings 63
- 65. CC01 - Create Change Master (cont’d) Following are some of the critical steps needed to create a change master: 1. Leave Change Number field blank if you want a system generated number 2. In the Type section, select Change Master (only option currently available) 3. In the Function section, select Without Release Key (only option currently available) 4. Press Enter 1 1 2 2 3 3 64
- 66. 6 6 7 7 8 8 CC01 - Create Change Master (cont’d) 5. Enter the Change Master Without Release Key 6. In the Description section, enter a Valid From date 7. Enter Reason for Change (Agile number) 8. Click icon in the Change no. status field and select Active to allow for change number 9. Press Enter 7 7 5 5 65
- 67. CC01 - Create Change Master (cont’d) 10. Check boxes as applicable 11. Click Save – a confirmation message appears 11 11 66
- 68. Exercise 3.07: CC01 - Create a Change Master Record You need to create a change number to create an inspection plan – Watch the Demo executed by the trainer – Complete the exercise using Exercise Guide – Work Instruction: CC01 Create Change Master Record 67
- 69. Inspection Planning in (program name) An inspection plan is a “template” indicating how a quality inspection is to take place. Other QM master data elements like QM data in material master, inspection methods, work centers are prerequisites before you create an inspection plan. The inspection plan includes: – One or more inspection operations – Characteristics to be inspected in each operation – The range of expected results or specifications available for each characteristic(MIC). – The sample calculations can be included for certain materials. – For Quantitative results calculations may be included. 68
- 70. QP01 - Create Inspection Plan 69 Use transaction QP01 to create an inspection plan An inspection plan is a comprehensive description of the inspection process for materials, including attributes, specifications, testing requirements, and sample sizes – Once a plan is created and materials assigned to the plan, the inspections are carried out according to the plan
- 71. Exercise 3.08: QP01 - Create Inspection Plan 70 You need to create an inspection plan – Watch the Demo executed by the trainer – Complete the exercise using the Exercise Guide – Work Instruction: QP01 Create Inspection Plan
- 72. QP02 – Change Inspection Plan Use transaction QP02 to change an inspection plan for a specific material- plant combination – Update the Usage – Update the definition – Add a new MIC 71
- 73. Exercise 3.09: QP02 - Change Inspection Plan 72 You need to update an inspection plan – Watch the Demo executed by the trainer – Complete the exercise using the Exercise Guide – Work Instruction: QP02 Change Inspection Plan
- 74. QP02 – Change Inspection Plan With Quantitative Characteristics Use transaction QP02 to modify an inspection plan with quantitative characteristics for a specific material and plant combination 73
- 75. Exercise 3.10: QP02 - Change Inspection Plan With Quantitative Characteristics You need to change an inspection plan with quantitative characteristics for a specific material and plant combination – Watch the Demo executed by the trainer – Complete the exercise using the Exercise Guide – Work Instruction: QP02 Inspection Plan - Change 74
- 76. QP06 – Missing/Non-Usable Plans Report Use transaction QP06 to generate a list of missing or non-usable inspection plans to facilitate data cleansing Use the fields on the initial screen to run a list is focused to your needs. Examples include: – All plants and materials – Single material – A range of materials in a plant 75
- 77. Exercise 3.11: QP06 – Missing/Non-Usable Plans Report 76 You are helping to clean up inspection plans and need to generate a list of missing/non-usable inspection plans for a material – Watch the Demo executed by the trainer – Complete the exercise using the Exercise Guide – Work Instruction: QP06 Run report of missing/non-usable inspection
- 78. QP07 – Missing or Unusable Goods Receipt Plans Report Use transaction QP07 to generate a list of missing or unusable goods receipt inspection plans A goods receipt inspection plan is considered missing if the quality view specifies an inspection type(01 and 0101 only) that has not been created for materials that have an incoming inspection type and a planned receipt within the specified lead time – It is considered unusable if the inspection plan is incomplete or has not been released 77
- 79. Exercise 3.12: QP07 – Missing or Unusable Goods Receipt Plans Report 78 You need to generate a list of missing/unusable good receipt inspection plans – Watch the Demo executed by the trainer – Complete the exercise using the Exercise Guide – Work Instruction: QP07 Run report of missing/unusable goods receipt inspection plans
- 80. QP60 – Inspection Plan Changes Use transaction QP60 to generate a list of updates made to the inspection plan for a specific material in a plant This transaction generates the change history including type of change, date of change and the person responsible 79
- 81. Exercise 3.13: QP60 - Display inspection plan changes 80 You need to view a list of updates for an inspection plan – Watch the Demo executed by the trainer – Complete the exercise using the Exercise Guide – Work Instruction: QP60 Inspection Plan Changes
- 82. QP05 – Inspection Plan - Print Use transaction QP05 to print an inspection plan The initial screen provides various fields such as Material, Plant, Group etc. To specify the task list usage, use the “Use” field 81
- 83. Exercise 3.14: QP05 - Generate an inspection plan printable report You want to generate a printable report of an existing inspection plan – Watch the Demo executed by the trainer – Complete the exercise using the Exercise Guide – Work Instruction: QP05 Inspection Plan - Print 82
- 84. QS31 – Inspection Method - Create Use transaction QS31 to create a new inspection method – Standard methodology to perform a test – Describes how the inspection is to be carried out for an inspection characteristic – Used as a link to the document info records via embedded URL 83
- 85. Exercise 3.15: QS31 - Create Inspection Method 84 You need to set up a new inspection method which indicates how the inspection is to be carried out for an inspection characteristic – Watch the Demo executed by the trainer – Complete the exercise using the Exercise Guide – Work Instruction: QS31 Inspection Method - Create
- 86. QS32 – Create Inspection Method Version Use transaction QS32 to update an inspection method or to create another version of an existing inspection method 85
- 87. Exercise 3.16: QS32 - Change Inspection Method 86 You need to update an inspection method – Watch the Demo executed by the trainer – Complete the exercise using the Exercise Guide – Work Instruction: QS32 Change Inspection Method
- 88. Checkpoint 87 1. What object serves as a “template” to indicate how a quality inspection is to take place? (Select the best answer.) a. Inspection Lot b. Usage decision c. Inspection Plan d. Routing 2. Where are the inspections conducted? (Select the best answer.) a. Profit Centers b. Work Centers c. Costs Centers d. Work Shops
- 89. Checkpoint 3. What transaction code is used to create inspection plans? (Select the best answer.) a. QA01 b. MM01 c. MM03 d. QP01 88
- 90. Agenda 89 1. Welcome & Introductions 2. Quality Management (QM) Overview 3. Manage QM Master Data 4. Manage Quality Info Records (QIRs) 5. QM Reports 6. Summary
- 91. Manage Quality Info Records
- 92. Lesson Objectives 91 Upon the completion of this lesson, you should be able to: – Create Quality Info Record – Change Quality Info record
- 93. Quality Information Record Created for a specific material- vendor-plant combination Uses: – Flag a material-vendor combination as first-article inspection (FAI) – Designate a material-vendor-plant combination as dock-to-stock (no inspection) – Block a material-vendor combination. 92 Vendor QIR Material Site
- 94. Quality Info Records (cont'd) (program name) uses the Quality Info Record (QIR) to: – Block a vendor for a particular material on an as-needed basis • Provides QA with the means to prevent ordering and receipts of materials from specified vendors – Flag First Article Inspection (FAI) vendor/material combinations • Provides the business with an additional means of flagging for unique inspection handling, materials designated as FAI (0101 inspection type and Inspection Lot User Status of FAI) • Provides with a safeguard to prevent FAI batches from being released until an authorized user changes the batch status – Flag a specific vendor, material and plant combination for dock-to-stock handling (no inspection lot upon goods receipt) 93
- 95. Quality Info Records (cont'd) If a QIR is created for a material-vendor-plant combination, then a QIR must be created for each vendor of the same material for that plant to allow continued ordering on those other vendors. – For example, three vendors supply a material, three QIRs need to be created with the combination material-vendor-plant (name of site) establishes QIRs on an exception basis to block material/vendors or establish dock-to-stock models. (name of site) establishes QIR’s as a matter of default to facilitate dual sourcing of materials from external vendors and affiliates, whereby affiliate materials would be dock-to-stock. (name of site) will also create a QIR to block material-vendor-plant combination or establish a material- vendor-plant combination for first article inspection (FAI) handling. 94
- 96. Selected Codes for Vendor Evaluation 95 Quality Scores associated with UD’s made for (name of site) vendors are maintained using QS52 to facilitate automated calculation of this portion of the Quality Score QA at (name of site) will maintain the Complaint portion of the Quality Score manually via ME61
- 97. QI01 – Quality Info Record - Create Use transaction QI01 to create a quality info record (QIR) for a material- vendor-plant combination Use when a material at a specific plant, from a specific vendor should be one of the following: – Blocked – Set up for "dock-to-stock – Established for "first article inspection" (FAI) To be able to create a QIR, the "QM proc active" and the "QM control key = ZQM1" must be populated in the Material master quality view 96
- 98. Exercise 4.01: QI01 - Create Quality Info Record 97 Use transaction QI01 to create a info record – Watch the Demo executed by the trainer – Complete the exercise using the Exercise Guide – Work Instruction: QI01 Create Quality Info Record
- 99. QI02 – Quality Info Record - Change Use transaction QI02 to make updates to an existing quality info record (QIR) for a material-vendor-plant combination 98
- 100. Exercise 4.02: QI02 - Change Quality Info Record You need to change a quality info record – Watch the Demo executed by the trainer – Complete the exercise using the Exercise Guide – Work Instruction: QI02 Change Quality Info Record 99
- 101. QDV1 – Sampling Procedure - Create Use transaction QDV1 to create a new sampling procedure A sampling procedure provides the rule for the calculation of the sample size that is required input during creation of Inspection Plan 100
- 102. Exercise 4.03: QDV1 - Create Sampling Procedure You need to create a sampling procedure – Watch the Demo executed by the trainer – Complete the exercise using the Exercise Guide – Work Instruction: QDV1 - Sampling Procedure - Create 101
- 103. QDV2 – Sampling Procedure - Change Use transaction QDV2 to update an existing sampling procedure You should change only the text description for the sampling procedure. 102
- 104. Exercise 4.04: QDV2 - Change Sampling Procedure You need to update an existing sampling procedure – Watch the Demo executed by the trainer – Complete the exercise using the Exercise Guide – Work Instruction: QDV2 - Sampling Procedure - Change 103
- 105. QDB1 – Assign Sampling Procedure Use transaction QDB1 to maintain the relationship between a Sampling Procedure and Dynamic Modification Rule Use when a new Sampling Procedure or a new Dynamic Modification rule has been created, and you want to link them for the inspection severity change to work 104
- 106. Exercise 4.05: QDB1 - Assign Sampling Procedure You need to maintain the relationship or link between a Sampling Procedure and Dynamic Modification Rule – Watch the Demo executed by the trainer – Complete the exercise using the Exercise Guide – Work Instruction: QDB1 Change View Allowed Relationships Sampling Procedures/Dynamic Mod Rules 105
- 107. QDB3 – Display Sampling Procedure Use transaction QDB3 to display the relationship between a Sampling Procedure and Dynamic Modification Rule Perform this procedure when you need to view the link between the two entities 106
- 108. Exercise 4.06: QDB3 - Display Sampling Procedure You need to display the relationship between a Sampling Procedure and Dynamic Modification Rule – Watch the Demo executed by the trainer – Complete the exercise using the Exercise Guide – Work Instruction: QDB3 107
- 109. QDP1 – Create Sampling Scheme Use transaction QDP1 to create a new sampling scheme to draw samples – Always enter a maximum sample size of 10000000000 in the sample plan – Maintain sample plans for all the required severity levels and AQL values 108
- 110. Exercise 4.07: QDP1 - Create Sampling Scheme You need to create a new sampling scheme – Watch the Demo executed by the trainer – Complete the exercise using the Exercise Guide – Work Instruction: QDP1 Create Sampling Scheme 109
- 111. QDP2 – Change Sampling Scheme Use transaction QDP2 to change an existing sampling scheme Perform this procedure when you need to: – Add a new sample plan to the existing scheme – Copy an existing plan and modify it to create a new plan 110
- 112. Exercise 4.08: QDP2 - Change Sampling Scheme You need to change an existing sampling scheme – Watch the Demo executed by the trainer – Complete the exercise using the Exercise Guide – Work Instruction: QDP2 Change Sampling Scheme 111
- 113. Dynamic Modification Rule Dynamic Modification Rule contains : – the definition of the inspection stages – the dynamic modification time (at lot creation or after the usage decision has been made), – the conditions for the inspection stage change Inspection stage changes occur on the on the basis of their acceptance or rejection 112
- 114. QDR1 – Create Dynamic Modification Rule Use transaction QDR1 to create dynamic modification rule. The inspection scope can be varied using dynamic modification rules. A dynamic modification rule can be assigned in one of the following places: – In the inspection plan at the header level – In the inspection plan at the characteristic level – In the inspection setup of the material master record at the inspection type level 113
- 115. Exercise 4.09: QDR1 - Create Dynamic Modification Rule You need to create new Dynamic Modification Rule – Watch the Demo executed by the trainer – Complete the exercise using the Exercise Guide – Work Instruction: QDR1 Create Dynamic Modification Rule 114
- 116. QDR2 – Change Dynamic Modification Rule Use transaction QDR2 to change an existing dynamic modification rule One example of a modification would be a need to add an inspection severity or change the initial stage of inspection – When adding an inspection severity, ensure that the sampling scheme assigned to the linked sampling procedure has the same severity and AQL value entry 115
- 117. Exercise 4.10: QDR2 - Change Dynamic Modification Rule You need to change the initial stage of inspection for an existing Dynamic Modification Rule – Watch the Demo executed by the trainer – Complete the exercise using the Exercise Guide – Work Instruction: QDR2 Change Dynamic Modification Rule 116
- 118. QS21 – Create Master Inspection Characteristic Use transaction QS21 to create a master inspection characteristic (MIC) for a specific plant – When creating a new MIC, always select Released from the Status drop-down menu – For Quantitative MIC, Use the QuantData button to enter the unit of measure for a characteristic 117
- 119. Exercise 4.11: QS21 - Create or Update Quantitative MIC You need to create a quantitative master inspection characteristic (MIC) for a specific plant – Watch the Demo executed by the trainer – Complete the exercise using the Exercise Guide – Work Instruction: QS21 Master Inspection Characteristic - Create 118
- 120. Checkpoint 119 1. What transaction code do you use to create a quality info record? (Select the best answer) a. QA01 b. QI01 c. QA32 d. QE72 2. If a QIR is created for a material-vendor-plant combination, a QIR have to be created for each of the three vendors of the same material for that plant to allow continued ordering on those other vendors. (True or False) a. True b. False
- 121. Checkpoint (cont’d) 120 3. QIR’s - Quality Info Records are used to block vendors, flag first article inspections, and flag vendor, material and plant combinations. (True or False?) a. True b. False 4. Inspection stage changes occur on the on the basis of their acceptance or rejection. (True or False) a. True b. False
- 122. Agenda 121 1. Welcome & Introductions 2. Quality Management (QM) Overview 3. Manage QM Master Data 4. Manage Quality Info Records (QIRs) 5. QM Reports 6. Summary
- 123. QM Reports
- 124. Lesson Objectives 123 Upon the completion of this lesson, you should be able to: – Display inspection lot selections, catalogs, selected sets, and quality notifications
- 125. Display Usage Decision 124 Usage decision (UD) specifies whether the inspected goods are accepted or rejected for use The UD displays basic inspection lot information and UD information Examples of UD codes: – ACCP: meets all quality requirements – ALTU: meets requirements for reclassification – ARPR: unconditional accept after repair – ASUQ: conditional accept – ship under quarantine – AUAI: unconditional acceptance – disposition NC – AWRK: unconditional accept after rework/reinspection – MAR: conditional accept – manufacture at risk – RRWK: entire batch rejected for rework/reinspection – RSCP: entire batch rejected - scrap
- 126. QA33 – Inspection Lot - Display Usage Decision Use transaction QA33 to display a single inspection lot or a worklist of inspection lots The worklist can be executed to focus on various criteria such as batch, material, or plant It can also be used to display one or more usage decisions at the batch, material, or plant level depending on whether a usage decision has been performed 125
- 127. Exercise 5.01: QA33 - Display Usage Decision 126 You need to display a usage decision for a batch – Watch the Demo executed by the trainer – Complete the exercise using the Exercise Guide – Work Instruction: QA33 Display inspection lot selection – Display UD
- 128. ZQM_PT_BRULE – Business Readiness Report Quality Management Use transaction ZQM_PT_BRULE to generate a business readiness report for Quality management – Check to see if the correct inspection types are assigned to a material based on procurement types – If the assignment is incorrect, the report checks to see if inspection plans exist for them or not QA would typically run this report when a new material is setup to check the master data and settings against standard business rules 127
- 129. Exercise 5.02: ZQM_PT_BRULE - Display Business Readiness Report – Quality Management 128 You need to obtain a business readiness report for Quality Management master data objects – Watch the Demo executed by the trainer – Complete the exercise using the Exercise Guide – Work Instruction: ZQM_PT_BRULE Business Readiness Report – Quality Management
- 130. QS42 – Catalog - Display Use transaction QS42 to display a catalog of usage decision (UD) codes or characteristic attributes Catalogs make it easier to record inspection results during inspection lot processing – The catalog contains unique, non- numerical data in the system that is defined at client or plant level – You can directly assign catalogs to master inspection characteristics 129
- 131. Exercise 5.03: QS42 - Display Catalog You need to display a catalog of usage decision codes and characteristic attributes – Watch the Demo executed by the trainer – Complete the exercise using the Exercise Guide – Work Instruction: QS42 Display Catalog 130
- 132. QS52 – Selected Sets - Display Use transaction QS52 to display selected sets of UD codes or characteristics for a specific plant In the Catalog field select one of the following: – Characteristic attributes to display a selected set of characteristic attributes that are used in results recording (such as "PASSFAIL") – Usage decisions to display a selected set of UD codes 131
- 133. Exercise 5.04: QS52 - Display Selected Sets You need to display UDs for a specific plant – Watch the Demo executed by the trainer – Complete the exercise using the Exercise Guide – Work Instruction: QS52 Display selected sets 132
- 134. Checkpoint 133 1. All of the following are examples of a Usage Decision except: (Select the best answer.) a. ACCP b. ALTU c. ARPR d. MARS
- 135. Agenda 1. Welcome & Introductions 2. Quality Management (QM) Overview 3. Manage QM Master Data 4. Manage Quality Info Records (QIRs) 5. QM Reports 6. Summary 134
- 137. Work Instruction List CRQ1 - Create QM Work Center CRQ2 - Change QM Work Center CV01N - Create Document CV02N - Change Document MM01 - Create Material: Extend Quality View MM02 - Change Material Quality View CC01 - Create a Change Master Record QP01 - Create Inspection Plan QP02 - Change Inspection Plan QP02 - Change Inspection Plan With Quantitative Characteristics QP06 – Missing/Non-Usable Plans Report QP07 - Run report of missing/unusable goods receipt inspection plans QP60 - Display inspection plan changes QP05 - Inspection Plan – Print QS31 - Create Inspection Method QS32 - Change Inspection Method QI01 - Create Quality Info Record QI02 - Change Quality Info Record QDV1 - Create Sampling Procedure QDV2 - Change Sampling Procedure QDB1 - Assign Sampling Procedure QDB3 - Display Sampling Procedure 136
- 138. Work Instruction List (cont'd) QDP1 - Create Sampling Scheme QDP2 - Change Sampling Scheme QDR1 - Create Dynamic Modification Rule QDR2 - Change Dynamic Modification Rule QS21 - Create or Update Quantitative MIC QA33 - Display inspection lot selection – Display UD ZQM_PT_BRULE - Display Business Readiness Report – Quality Management QS42 - Display Catalog QS52 - Display Selected Sets 137
- 139. Course Objectives Review You should now be able to: – Create, change, and track changes to QM master data – Create, change, and track changes to the Q-info record – Generate QM reports 138
- 140. Assessments 139 Now that you have completed the course, it is time to complete the assessment – The passing score is 80% (8 out of 10 correct) – You can use your training materials as reference
- 141. Please complete the evaluation for the course prior to leaving the classroom Evaluation 140