LO715 QM in Procurement.doc

LO715 QM in ProcurementLO715

Release 470 21.12.2004

LO715 QM in Procurement.....................................................................................................................................0-1

Copyright.............................................................................................................................................................0-2

Quality Management (QM).............................................................................................................................0-3

Prerequisites.....................................................................................................................................................0-4

Target Group....................................................................................................................................................0-5

Course Overview.................................................................................................................................................1-1

Course Goals....................................................................................................................................................1-2

Course Objectives............................................................................................................................................1-3

Course Content................................................................................................................................................1-4

Course Overview Diagram..............................................................................................................................1-5

Main Business Scenario...................................................................................................................................1-6

QM at Goods Receipt..........................................................................................................................................2-1

QM at Goods Receipt: Unit Objectives...........................................................................................................2-2

QM at Goods Receipt: Course Overview Diagram.........................................................................................2-3

QM at Goods Receipt: Business Scenario.......................................................................................................2-4

Goods Receipt to Inspection Stock..................................................................................................................2-5

Purchase Order and Goods Receipt.................................................................................................................2-6

Quality Management in the Material Master...................................................................................................2-7

Material Master: Quality Management View..................................................................................................2-8

Comparison: Inspection Plan - Material Specification....................................................................................2-9

Inspection Lot Life Cycle..............................................................................................................................2-10

QM at Goods Receipt: Unit Summary...........................................................................................................2-11

Data for Exercises..........................................................................................................................................2-12

QM at Goods Receipt Exercises....................................................................................................................2-13

QM at Goods Receipt Solutions....................................................................................................................2-15

QM During Goods Movements...........................................................................................................................3-1

QM During Goods Movements: Unit Objectives............................................................................................3-2

QM During Goods Movements: Course Overview Diagram..........................................................................3-3

QM During Goods Movements: Business Scenario........................................................................................3-4

Movement Types.............................................................................................................................................3-5

Material Master: Inspection Types..................................................................................................................3-6

Activate Inspection Types Despite Inspection Stock......................................................................................3-7

Inspection Lot(s) for Document Item(s)..........................................................................................................3-8

Transfer of Inspection Stock............................................................................................................................3-9

Actual Quantity Correction............................................................................................................................3-10

Reset Sample Calculation..............................................................................................................................3-11

Overview of All Documents..........................................................................................................................3-12

QM During Goods Movements: Unit Summary............................................................................................3-13

QM During Goods Movements: Exercises....................................................................................................3-14

QM During Goods Movements: Solutions....................................................................................................3-18

Control in Procurement........................................................................................................................................4-1

Control in Procurement: Unit Objectives........................................................................................................4-2

Control in Procurement: Course Overview Diagram......................................................................................4-3

Control in Procurement: Business Scenario....................................................................................................4-4


Invoice Block Due To Quality Inspection.......................................................................................................4-6

Quality Info Record for Procurement..............................................................................................................4-7

Source Inspection.............................................................................................................................................4-8

Source Inspection Instead of GR Inspection....................................................................................................4-9

Results Recording on the Internet..................................................................................................................4-10

Status of Supply Relationships......................................................................................................................4-11

Revision Level...............................................................................................................................................4-12

QM System....................................................................................................................................................4-13

Skip for Certification.....................................................................................................................................4-14

Mass Maintenance of Quality Info Records..................................................................................................4-15

Control in Procurement: Unit Summary........................................................................................................4-16

Control in Procurement Exercises.................................................................................................................4-17

Control in Procurement Solutions..................................................................................................................4-21

Procurement Documents......................................................................................................................................5-1

Procurement Documents: Unit Objectives......................................................................................................5-2

Procurement Documents: Course Overview Diagram.....................................................................................5-3

Procurement Documents: Business Scenario..................................................................................................5-4

Procurement Documents..................................................................................................................................5-5

Quality Documents for Supply Relationships.................................................................................................5-6

Purchase Order Printout...................................................................................................................................5-7


Certificate Processing......................................................................................................................................5-9

Certificate Processing....................................................................................................................................5-10

Enhanced Control for the Certificate Type....................................................................................................5-11

Certificate Record..........................................................................................................................................5-12

Procurement Documents: Unit Summary......................................................................................................5-13

Procurement Documents: Exercises..............................................................................................................5-14

Procurement Documents: Solutions...............................................................................................................5-17

Quality Certificates at Goods Receipt.................................................................................................................6-1

Quality Certificates at Goods Receipt: Unit Objectives..................................................................................6-2

Quality Certificates at Goods Receipt: Course Overview Diagram................................................................6-3

Quality Certificates at Goods Receipt: Business Scenario..............................................................................6-4

Creating the Certificate Record.......................................................................................................................6-5

Monitoring Quality Certificates.......................................................................................................................6-6

Optical Archiving of GR Certificates..............................................................................................................6-7

Electronic Certificate Transmission: Overview...............................................................................................6-8

Transfer of Inspection Results to the Certificate.............................................................................................6-9

Quality Certificates for Deliveries on the Internet.........................................................................................6-10

Certificate Transfer........................................................................................................................................6-11

Quality Certificates at Goods Receipt: Unit Summary..................................................................................6-12

Quality Certificates at Goods Receipt: Exercises..........................................................................................6-13

Quality Certificates at Goods Receipt: Solutions..........................................................................................6-17

Quality Level and Usage Decision......................................................................................................................7-1

Quality Level and Usage Decision: Unit Objectives.......................................................................................7-2

Quality Level and Usage Decision: Course Overview Diagram.....................................................................7-3

Quality Level and Usage Decision: Business Scenario...................................................................................7-4

Quality Level...................................................................................................................................................7-5

Dynamic Modification Levels.........................................................................................................................7-6

Dynamic Modification Rule............................................................................................................................7-7

Dynamic Modification at Lot Creation............................................................................................................7-8

Skip-To-Stock..................................................................................................................................................7-9

Effects of the Usage Decision........................................................................................................................7-11

Making the Usage Decision...........................................................................................................................7-12

Processing Time for Automatic UD..............................................................................................................7-13

Processing Time for Automatic UD (2).........................................................................................................7-14

Quality Level and Usage Decision: Unit Summary.......................................................................................7-15

Quality Level and Usage Decision: Exercises...............................................................................................7-16

Quality Level and Usage Decision: Solutions...............................................................................................7-18

Manufacturer Part Number..................................................................................................................................8-1

Manufacturer Part Number: Unit Objectives...................................................................................................8-2

Manufacturer Part Number: Course Overview Diagram.................................................................................8-3

Manufacturer Part Number: Business Scenario...............................................................................................8-4

Manufacturer Part Number (MPN)..................................................................................................................8-5

Manufacturer Part Number (MPN): Internal Material.....................................................................................8-6

Manufacturer Part Number (MPN): Material Number....................................................................................8-7

QM Processing With and Without Manufacturer (1)......................................................................................8-8

QM Processing With and Without a Manufacturer (2)....................................................................................8-9

Release of Manufacturer Parts.......................................................................................................................8-10

Manufacturer Part Number: Unit Summary..................................................................................................8-11

Manufacturer Part Number: Exercises...........................................................................................................8-12

Manufacturer Part Number: Solutions...........................................................................................................8-13

Handling Units and QM.......................................................................................................................................9-1

Handling Units and QM: Unit Objectives.......................................................................................................9-2

Handling Units and QM: Course Overview Diagram.....................................................................................9-3

Handling Units and QM: Business Scenario...................................................................................................9-4

Definition: Handling Unit................................................................................................................................9-5

Handling Unit Management.............................................................................................................................9-6

Structure of a Handling Unit............................................................................................................................9-7

Goods Receipt with Handling Units................................................................................................................9-8

Quality Inspections Using Handling Units......................................................................................................9-9

Handling Units in QM...................................................................................................................................9-10

Handling Units in QM Without Samples.......................................................................................................9-11

Handling Units in QM with Physical Samples..............................................................................................9-12

Usage Decision and Stocks............................................................................................................................9-13

HUs and QM: Unit Summary........................................................................................................................9-14

Handling Units and QM: Exercises...............................................................................................................9-15

Handling Units and QM: Solutions...............................................................................................................9-17

Warehouse Management and QM.....................................................................................................................10-1

Warehouse Management and QM: Unit Objectives......................................................................................10-2

Warehouse Management and QM: Course Overview Diagram....................................................................10-3

Warehouse Management and QM: Business Scenario..................................................................................10-4

Goods Receipt and Inventory Management...................................................................................................10-5

Storing Inspection Lots..................................................................................................................................10-7

Option 1: Situation After Creating a Transfer Order.....................................................................................10-8

Inspection Lot Determination......................................................................................................................10-10

Warehouse Management and QM: Unit Summary......................................................................................10-11

Warehouse Management and QM: Exercises..............................................................................................10-12

Warehouse Management and QM: Solutions..............................................................................................10-17

Appraisal Costs..................................................................................................................................................11-1

Appraisal Costs: Unit Objectives...................................................................................................................11-2

Appraisal Costs: Course Overview Diagram.................................................................................................11-3

Appraisal Costs: Business Scenario...............................................................................................................11-4

QM Order.......................................................................................................................................................11-5

Planning.........................................................................................................................................................11-6

Task List Structure.........................................................................................................................................11-7

QM Orders for Material.................................................................................................................................11-8

Activity Confirmation....................................................................................................................................11-9

Appraisal Costs: Unit Summary..................................................................................................................11-10

Appraisal Costs: Exercises...........................................................................................................................11-11

Appraisal Costs: Solutions...........................................................................................................................11-15

Evaluations.........................................................................................................................................................12-1

Evaluations: Unit Objectives.........................................................................................................................12-2

Evaluations: Course Overview Diagram.......................................................................................................12-3

Evaluations: Business Scenario.....................................................................................................................12-4

Vendor Evaluation Key Figures....................................................................................................................12-5

Quality Score.................................................................................................................................................12-6

Inspection Lots for Vendor Evaluation..........................................................................................................12-7

Relevant Quality Notifications for Vendor Evaluation.................................................................................12-9

Calculating the Quality Score.....................................................................................................................12-10

Audit Lots for Vendor Evaluation...............................................................................................................12-11

Evaluations in QMIS...................................................................................................................................12-12

Building Information Structures..................................................................................................................12-14

Early Warning System.................................................................................................................................12-15

SAP Business Information Warehouse (BW)..............................................................................................12-16

Comparison of Evaluations..........................................................................................................................12-17

Evaluations: Unit Summary.........................................................................................................................12-18

Evaluations: Exercises.................................................................................................................................12-19

Evaluations: Solutions.................................................................................................................................12-22

0

SAP AG 2001

LO715 QM in Procurement

SAP AG

LO715LO715

Quality Management in ProcurementQuality Management in Procurement

R/3 System Release 4.6C July 2001 Material number 50046438

0.2

SAP AG 2003

Copyright 2003 SAP AG. All rights reserved.

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

All rights reserved.

Copyright

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herein as well as their respective logos are trademarks or registered trademarks of SAP AG in Germany and in several other countries all over the world. All other product and service names mentioned are the trademarks of their respective companies.

0.3

SAP AG 1999

Quality Management (QM)

Quality Management

LO170 3 days

Quality Inspections

LO705 3 days

Level 2 Level 3

Quality Notifications

LO710 3 days

QM Organization and Configuration

LO750 3 days

QM in the ProcessIndustry

LO721 3 days

QM in Sales and Distribution / QualityCertificates

LO725 2 days

QM inProcurement

LO715 3 days

QM in Discrete and RepetitiveManufacturing

LO720 2 days

0.4

SAP AG 2003

Prerequisites

SCM500 - Processes in Procurement orLO020 - Processes in Procurement

PLM405 - Quality InspectionsorLO705 - Quality Inspections

0.5

SAP AG 2001

Target Group

Participants:

Project team

Colleagues from the departments of quality assurance and procurement

Duration: 3 days


1

SAP AG 2001

Course Overview

Course Goals

Course Objectives

Course Content

Course Overview Diagram

Main Business Scenario

Contents:

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1.2

SAP AG 2001

Course Goals

This course will enable you to:

Understand quality assurance and the different process variants for the quality inspection in the procurement process

Learn which procedures are used for quality-related vendor release and how manufacturer processing is linked to QM

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1.3

SAP AG 2001

Course Objectives

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

Explain how QM is integrated in Materials Management

Use QM control methods in procurement

Use procurement documents

Use QM-relevant functions for manufacturer processing

Use QM to inspect handling units

Describe the quality level, appraisal costs, and QM-specific evaluations

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1.4

SAP AG 2003

Course Content

Unit 1 Course Overview

Unit 2 QM at Goods Receipt

Unit 3 QM During Goods Movements

Unit 4 Control in Procurement

Unit 5 Procurement Documents

Unit 6 Quality Certificates at Goods Receipt

Preface

Unit 7 Quality Level and Usage Decision

Unit 8 Manufacturer Part Number

Unit 9 Handling Units and QM

Unit 10 Warehouse Management and QM

Unit 11 Appraisal Costs

Unit 12 Evaluations

Appendix

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1.5

SAP AG 2001

Course Overview Diagram

QM at Goods Receipt 2

QM During Goods Movements 3

Control in Procurement 4

Procurement Documents 5

Quality Level and Usage Decision 7

Manufacturer Part Number 8

Handling Units and QM 9

Warehouse Management and QM 10

Course Overview 1

Quality Certificates at Goods Receipt 6

Appraisal Costs 11

Evaluations 12

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1.6

SAP AG 2001

Main Business Scenario

Our company wants to use a process for quality assurance in procurement. This involves defining who can deliver which material in the required quality. You must also ensure that the delivered materials meet the criteria with as little time and effort as possible. Finally, our company wants to trace how the quality of the delivered materials develops.

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2

SAP AG 2001

QM at Goods Receipt

Contents:

Goods Receipt to Inspection Stock

Purchase Order and Goods Receipt

QM Inspection Setup in the Material Master

Inspection Plan - Material Specification

Inspection Lot Life Cycle

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2.2

SAP AG 2001

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

QM at Goods Receipt: Unit Objectives

Maintain the material master and inspection types

Determine the use of inspection plans, material specifications, and defects recording, and distinguish between them

Describe QM process at goods receipt

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2.3

SAP AG 2001

QM at Goods Receipt: Course Overview Diagram









Course Overview 1


Appraisal Costs 11

Evaluations 12

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2.4

SAP AG 2003

QM at Goods Receipt: Business Scenario

Our company deals in light bulbs and has a large vendor master. We want to check that the goods from the respective vendors meet our requirements. We want to use the Quality Management (QM) component to inspect the delivered goods. This data would provide us with accurate information about the quality of the goods.

Depending on the material, you record characteristic results and defects data, or simply make a decision about the goods release or block.

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2.5

SAP AG 2003

Purchase order

A

Goods Receipt to Inspection Stock

Set the quality inspection indicator

In the material master

In the purchase order

At goods receipt

Goods receipt

If you set this indicator, the goods are posted to inspection stock. This does not mean that if you set the indicator, inspection data is recorded in the system. Stock is managed in Materials Management (inventory management).

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2.6

SAP AG 2001

Inspection lot

Purchasingdocument(s)

10 ...................20 ...................

Vendor

Goods receipt

Purchase Order and Goods Receipt

If you have made the required settings in the quality management view of the material master (QM inspection setup), an inspection lot is created at goods receipt.

If a stock-relevant inspection lot is created at goods receipt, a transfer posting can be made for the stock exclusively using the QM component.

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2.7

SAP AG 2001

-------------------

-----------------------------------------------------------------------------------------------------------------------------

Materialmaster record

Qualitymanagement

A

Material

Basic data

Procurement data

Inspection setup

Quality Management in the Material Master

QM-specific data must be maintained at plant level. The basic data can be maintained in other recording views (for example, the purchasing view). As a

result, this data may already be maintained. The procurement data affects the ordering transaction. The inspection setup specifies, among other things, if and how a material is to be inspected.

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2.8

SAP AG 2003

Material Master: Quality Management View

Plant levelPlant level

QM in Procurement

Technical delivery terms

Vendor releaseCertificate type

QM system requirements

QM in Procurement

Technical delivery terms

Vendor releaseCertificate type

QM system requirements

Goods receipt

Model

Production

Audit

Goods issue

Goods receipt

Model

Production

Audit

Goods issue

Inspection stock

Automatic UD

Determine quality score

Inspection w/o plan

100% inspection

Inspection stock

Automatic UD

Determine quality score

Inspection w/o plan

100% inspection

ViewQuality Management Inspection type Control

When the indicator "QM procurement active" is set, quality management in procurement is activated for all plants of a client.

Details for the QM specific procurement processes at plant level are determined using the QM control key.

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2.9

SAP AG 2003

Plant levelPlant levelPlant level Client levelClient levelClient level

Material

Header

Operation 10

Work center

Material

Sampling procedure

Samplingprocedure forinspection points

Master inspectioncharacteristic

Comparison: Inspection Plan - Material Specification

A

MaterialMaterial

AMaterialMaterial

Inspection plan Material specification

Productionresources/tools

Inspection characteristics

The material specification valid at client level can replace or supplement the inspection plan valid at plant level.

You can perform a simplified quality inspection using the material specification. If you inspect only using a material specification, you cannot predefine work centers, use inspection methods, or perform dynamic modification.

The master inspection characteristics used in the material specification must be completely maintained (reference characteristic or complete copy model) and can contain dependent inspection specifications for the material.

You define in the inspection setup in the Quality Management view of the material master, whether the material specification is used. You use the indicators Insp. with spec. or Inspect with task list to define according to which criteria the inspection is performed.

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2.10

SAP AG 2003

Inspectionlot creation

Inspection request

- Material

- Inspection lot origin

- Inspection type

Copy of task list

- Inspection plan

- Routing

- Master recipe

Sampledetermination

Resultsrecording

Results repository

- Summarizedvalues

- Single values

- Classed values

Usagedecision

Inspection lot valuation

- Accept/reject

- Quality score

- Follow-up action

Inspection Lot Life Cycle

An inspection lot can be created automatically or manually. The assignment of the task list and subsequent sample determination can also be carried out

automatically. Results recording can only be carried out after the sample size has been determined. Apart from recording results for inspection characteristics, you can also record defects. The usage decision completes the inspection.

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2.11

SAP AG 2001

QM at Goods Receipt: Unit Summary

You are now able to:

Create an inspection lot automatically at goods receipt for a purchase order. For this, the corresponding inspection type must be active in the material master(Quality Management View). The inspection type defines, whether characteristic results and defects are recorded.

Make postings from inspection stock using the inspection lot

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2.12 Data for Exercises

Symbols Used in the Exercises and Solutions

Exercises

Solutions

Course Objectives

Business scenario

Hints and Tips

Warning or Caution

Data in the Exercises

Data Type Data in Training System

Plant 1000

Purchasing organization 1000

Purchasing group 001

Vendor TPLM415-##

Manufacturer T-Q415-##

Material T-BQ1##T-BQ3##T-QS8##T-QS6##T-ZQ3##

Work center 17101711

Document (technical delivery terms)

Q02_1000

Document (quality assurance agreement)

Q01_1000

Status profile QM_P_002

Manufacturer part number profile 2500

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2.13 QM at Goods Receipt Exercises

Unit: QM at Goods Receipt

Topic: QM Settings

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

Post a goods receipt for a material managed in QM and perform stock postings

Our company wants to use Quality Management at goods receipt and control stock postings using QM.

1-1 Create a Purchase Order

Create a standard purchase order for today's date. Order material T-BQ3## (neon tube 20W, frosted, 220/235V) from vendor TPLM415-##. ## is your group number.

To create the purchase order, use the data given below.

Field Name Input Data

Vendor TPLM415-##



Company code 1000

Delivery date Today

Plant 1000

Storage location 0001

Material T-BQ3##

Purchase order quantity 5000 PC

Price 5 EUR

Make a note of the purchase order number: _______________________________

1-2 Post a Goods Receipt

Post a goods receipt for your purchase order. The vendor only delivered 1000 PC. Post the partial delivery.

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Make a note of the document number for the goods receipt.

Document number: _________________________

1-3 Stock Overview

1-3-1 To which stock type was your material posted?

Stock type: ___________________________

1-3-2 Perform a transfer posting. Use movement type 321. What message is displayed?

Message: ___________________________

1-4 Display Current Stock/Requirements List

Enter the material number and plant, and choose Execute.

Make a note of the inspection lot number.

Inspection lot number: ___________________

1-5 Record Results and Usage Decision

During the inspection, no defects were found and no characteristics were rejected. Record results and make the usage decision. Select the UD code Accepted (A1). Switch to the next screen to perform the stock posting, by choosing the tab page Inspection lot stock. Choose the Proposal button to post the stock.

1-6 Stock Overview

To which stock type was your material posted?

Stock type: _______________________________

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2.14 QM at Goods Receipt Solutions

Unit: QM at Goods Receipt

Topic: QM Settings

1-1 Create a Purchase OrderLogisticsMaterials Management Purchasing Purchase Order Create Vendor/Supplying Plant Known (ME21N)

Enter the data for the course (vendor, purchasing organization, purchasing group, company code, plant, and storage location), and choose Enter.

Enter the data from the table, (material, purchase order quantity, and price).

Save the purchase order (even if a warning about the delivery date is displayed).

Make a note of the purchase order number: _______________________________


LogisticsMaterials ManagementInventory Management Goods Movement Goods Movement (MIGO)

or

LogisticsMaterials Management Inventory Management Goods Receipt For Purchase Order PO Number Known (MIGO)

Enter the number of the purchase order that you just saved, and choose Enter.

Overwrite the proposed quantity of 5000 with 1000 and select the item with OK.

Save the goods receipt.

Make a note of the document number for the goods receipt.Document number: _______________________

1-3 Stock Overview

LogisticsMaterials Management Inventory Management Environment Stock Stock Overview (MMBE)

Enter the material and plant, and choose Execute.

1-3-1 Stock type: Inspection stock

1-3-2 Transfer posting with movement type 321

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LogisticsMaterials Management Inventory Management Goods Movement Transfer Posting (MB1B)

or


Enter movement type 321, the plant and storage location, and choose Enter. On the next screen, enter the material and quantity 1000, and save.

Which message is displayed?

Message: ERROR: Change the inspection stock of material T-BQ3## in QM only.

1-4 Display Current Stock/Requirements List

Logistics Materials Management Inventory Management Environment Stock Stock/Requirements List (MD04)

Enter the material and plant, and choose Enter.



Display the inspection lot by double-clicking on the inspection lot number and then choose the magnifying glass.

1-5 Record Results and Usage Decision

Logistics Quality Management Quality Inspection Worklist Results Recording (QE51N)

or

Logistics Quality Management Quality Inspection Inspection Result For Operation Record (QE01)

During the inspection, no defects were found and no characteristics were rejected. Record results, complete inspection results recording, and save. Then, make the usage decision.

Logistics Quality Management Quality Inspection Inspection Lot Usage Decision Record (QA11)

Enter the inspection lot number, if it is not already there, and choose the usage decision Accepted (A1). Switch to the next screen to perform the stock posting, by choosing the Inspection lot stock tab page. Choose the Proposal pushbutton and save to post the stock.

1-6 Stock Overview

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To which stock type was your material posted?

Unrestricted-use stock:

Logistics Materials Management Inventory Management Environment Stock Stock Overview (MMBE)

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3

SAP AG 2003

QM During Goods Movements

Contents:

General Settings for Goods Movements

Inspection Types in the Material Master

Special Settings in the Material Master

Stock Postings in the Inspection Lot

Quantity Corrections

Sample Calculation Cancellation

Links Between Material Documents and Inspection Lot

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3.2

SAP AG 2001


QM During Goods Movements: Unit Objectives

Control the creation of an inspection lot

Perform stock transfers in inspection stock

Change inspection plan assignment and sample determination

Correct the inspection lot quantity

Explain the link between material documents and inspection lot

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3.3

SAP AG 2001

QM During Goods Movements: Course Overview Diagram









Course Overview 1


Appraisal Costs 11

Evaluations 12

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3.4

SAP AG 2001

QM During Goods Movements: Business Scenario

Stock moves frequently in the company between various storage locations - between plants or internally. Inspection lots should not be created for these goods movements.

It is possible to use the inspection lot to perform a transfer posting from one storage location to another or from one plant to another. The stock overview then displays the new storage location or the new plant.

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3.5

SAP AG 2001

Movement Types

Customizing: View "Deactivate movement type for QM inspection processing"

101 E B X E

101 Q B P

101 E B P

Mvment type Special stock Mvment ind. Receipt Usage QM not active

In Customizing, you can deactivate the quality inspection for certain movement types. You must enter a suitable inspection lot origin for the movement type, so that the system can create

an inspection lot for a goods movement. In the Standard System, all goods movements, for which inspections can be performed, have suitable

inspection lot origins assigned to them. You cannot use other inspection lot origins in these cases.

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3.6

SAP AG 2001

Plant level

Active

Inspection type

Goods receipt Goods receipt ProductionProductionAuditAuditGoods issueGoods issue

......

Material Master: Inspection Types

There are two prerequisites to inspection lot creation:The inspection type is active in the material masterQM is active in the table of movement types

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3.7

SAP AG 2001

Activate Inspection Types Despite Inspection Stock

Active

Inspection type

Goods receipt Goods receipt ProductionProductionAuditAuditGoods issueGoods issue

......To 4.5

From 4.6

Active

Inspection types for inspection lot origin 08 (stock transfer)

Inspection without Inspection without task list/material task list/material specification (0800)specification (0800)

Until Release 4.5, it was only possible to activate the first stock-relevant inspection type, if no inspection stock existed for the plant-specific material.

From Release 4.6, you can also activate a stock-relevant inspection type if inspection stock exists without inspection lots. This involves creating an inspection lot with the inspection type defined in Customizing at plant level, which manages the current inspection stock of the material.

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3.8

SAP AG 2001

Lamp

Lamp

Lamp

Inspection Lot(s) for Document Item(s)

Goods receiptPartial delivery 1

Goods receiptPartial delivery 2

Purchase order

10 lamps

20 ...

30 ...

You can control inspection lot creation (lot combination) using the inspection type in the material master.

The controls for lot creation define that in certain circumstances, an existing inspection lot may be extended (a new inspection lot does not have to be created) for a sequence of goods movements.

This control is active for the following inspection lot origins for goods movements:01 goods receipt for purchase order, 04 goods receipt from production, 05 other goods receipt, 08 stock transfer

You can make the following settings:‘ ‘ One inspection lot for each material document item (no lot combination)An inspection lot is created for each goods receipt document item.‘X‘ One inspection lot for each purchase order item/order itemOnly valid for inspection lot origins 01 and 04. An inspection lot is only created for the first goods receipt for a purchase order item or production order‘1‘ One inspection lot for each material document and materialOnly one inspection lot is created for each material in a material document (that is, within a goods receipt transaction). This is useful if several purchase orders or several partial deliveries for the same material are processed within a goods receipt transaction.‘2‘ One inspection lot for each material and batchOnly one inspection lot is created for each material and batch. This setting is only useful if you are working with materials that are subject to batch management.

(C) SAP AG LO715 8


3.9

SAP AG 2001

Plant 1Plant 1Plant 1 Plant 2Plant 2Plant 2

Inspection stock

Storage location 1 (GR1)

Stock transferStock transfer

Inspection stock

Storage location 1 (GR2)

Storage location 3Stock transferStock transfer

GR 1

GR 2

SL 0001

SL 0003

Transfer of Inspection Stock

Inspection stock

You can transfer stock for an existing inspection lot from storage location to storage location and from plant to plant.

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3.10

SAP AG 2001

Changingpurchase

order

Mat. accomp. docsQuantity: 100 pieces

4711

Quantity: 10 piecesMaterial document

4712

LotActual qnty: 110

Insp. instruction

Lot qnty: 100 pcs

OverdeliveryOverdeliveryOverdelivery

Purchase order1

2

Inspection lot

MM doc.

Actual Quantity Correction

Inspection lot

MM doc.

Goods receipt reversal -> lot cancelled Partial reversal using actual quantity correction -> The open quantity for the purchase order item is

increased by the reversed quantity An underdelivery is processed in the same way as the overdelivery.

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3.11

SAP AG 2001

Inspection lot origin

Inspection lot A

Inspection lot origin

Inspection instructions Sample-drawing

instruction Dynamic modification Physical samples

Inspection lot A’

Sample Data

Inspection instruction

Document 4715 Delivery note Order

Material specification Inspection plan AA Routing

Sample calculation10 units

Creation ofphysical samples

WM data

Insp. plan B Sample

calculation 12 units

Reset Sample Calculation

After the inspection plan is assigned and the sample size is calculated, you may need to assign a new inspection plan or determine a new sample size.

Prerequisites: No inspection results have been recorded for the inspection lot.

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3.12

SAP AG 2001

Inspection lot

One-time inspection

Actual quantity correction

Stock transfer of insp. stock

Stock posting from UD

Document trigger

GR status 1

Material document

Overview of All Documents

Possible statuses in the material document (item details):1: Inspection active (inspection lot created)2: QM System certified in QINF (no inspection lot)3: QM System of vendor/manufacturer certified (no inspection lot)4: Indicator 'No inspection' active in QINF (no inspection lot)5: Source inspection instead of GR inspection active in QINF (no inspection lot)6: Inspection lot already open for previous document7: Inspection lot will be created in the inbound delivery

Call up of an inspection lot for material document Overview access of material documents for an inspection lot

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3.13

SAP AG 2003

QM During Goods Movements: Unit Summary


Create an inspection lot, knowing that the inspection type must be active in Customizing and in the material master

Change the sample calculation and the inspection plan assignment in the inspection lot

Transfer stock in an existing inspection lot from storage location to storage location and from plant to plant

See the inspection status in material documents.Relevant inspection lots can be displayed.

Display related material documents in the inspection lot

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3.14QM During Goods Movements: Exercises

Unit: QM at Goods Movement

Topic: Inspection Lot Control and Stock Movement


Transfer the inspection lot quantity and assign another inspection plan to the inspection lot

We need to transfer inspection lots from one plant or storage location to another before we record inspection results because it takes two days to record results for an inspection lot. Once the inspection lot has been transferred, we can start to record results.

A goods receipt was accidentally posted and must be canceled. The lot quantity must be changed for another inspection lot.

We also want to change the task list assignment for another inspection lot because an incorrect inspection plan was assigned.

1-1 Change the Quality Management view for material T-BQ3## in plant 1000.

Add inspection type 08 for stock transfers, and select Post to insp. stock, Q-score from usage decision, and 100% inspection.

Delete all other settings. Remember to activate your inspection type. Save your entries.

1-2 Perform a transfer posting using movement type 322 for the 1000 pieces in unrestricted stock.

Make a note of your material document number: _________

1-3 Display the stock overview for this material.

To which stock type was the material posted?

What is the storage location? Stock type: ______________ Storage location: ________

1-4 Display the stock/requirements list. Make a note of the inspection lot number: _______________

1-5 Change the storage location from 0001 to 0002.

(C) SAP AG LO715 14


Check the stock overview. Is the material in storage location 0002? _______

1-6 Make a usage decision to post the material from inspection stock to unrestricted-use stock.

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Unit: QM at Goods Movement - Part 2

Topic: Reversal of a Plan and Sample Calculation

1-7 Post a goods receipt for the original purchase order of material T-BQ3## for 800 pieces.

Search for the inspection lot using the GR document number.

Make a note of the inspection lot number: _______________

1-8 The goods receipt was posted accidentally.

Cancel the material document.

Display your inspection lot. What status is set? _________________


Reduce the actual quantity to 400 pieces in the inspection lot.

Make a note of the number for the material document, which was created for the quantity correction. ____________


Check the inspection lot and the task list that was assigned. Make a note of the task list group and the group counter.Group: _________ Group counter: _________

1-11 Delete the material-task list assignment from the task list/group counter from exercise 1-10.

Change the material/task list assignment in the task list group from exercise 1-10 and assign the material T-BQ3## to the task list with the group counter 2. Only use the plant and task list group selection criteria when accessing the transaction or changing task lists.

Change the inspection lot by canceling the sample calculation and then assign the task list with the group counter 2.

Was the new task list assigned to your inspection lot? ______________

(C) SAP AG LO715 16


(C) SAP AG LO715 17


3.15 QM During Goods Movements: Solutions

Unit: QM at Goods Movement

Topic: Inspection Lot Control and Stock Movement

1-1 Change the Quality Management view for material T-BQ3## in plant 1000.

Logistics Quality Management Quality Planning Logistics Master Data Material Change (MM02)

or

Logistics Materials Management Material Master Material ChangeImmediately (MM02)

Enter the material, and choose the QM view and correct plant (plant 1000). In the QM view, choose Insp. setup. In the dialog box, choose the pushbutton Create inspection types. Enter inspection type 08, select Post to insp. stock and 100 % inspection, and choose the quality score procedure Q-score from usage decision. Deselect all other existing selections. Remember to activate your inspection type. Save your entries.

1-2 Perform a transfer posting using movement type 322 for the 1000 pieces in unrestricted stock.

Make a note of the material document number. ____________________

LogisticsMaterials Management Inventory Management Goods Movement Transfer Posting (MB1B)

or


Enter movement type 322. Enter the plant and storage location for the material. Enter. On the next screen, enter material T-BQ3## and the quantity of 1000 pieces, and save your entries.

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1-3 Display the stock overview for this material.

To which stock type was the material posted? What is the storage location?

LogisticsMaterials Management Inventory Management Environment Stock Stock Overview (MMBE)

Enter the material and plant, and choose Execute.

The material is in quality inspection. The storage location is 0001.

1-4 Display the stock/requirements list for this material.

Logistics Materials Management Inventory Management Environment Stock Stock/Requirements List (MD04)

Enter the material and plant. Enter.

What is the inspection lot number? ____________________

1-5 Change the storage location from 0001 to 0002.

Logistics Quality Management Quality Inspection Inspection Lot Processing Change (QA02)

Then choose Inspection Lot Special Changes Make quant. transfer posting.

or

Logistics Quality Management Quality Inspection Inspection Lot Processing Lot Quantity Stock Transfer (QAC2)

Enter the new storage location and save. Review the stock overview. Is the material in storage location 0002? Yes

1-6 Make a usage decision to post the material from inspection stock to unrestricted-use stock.


Enter the inspection lot number and choose Enter. Choose a usage decision with automatic stock posting or switch to the next screen to perform the stock posting.

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Unit: QM at Goods Movement - Part 2

Topic: Reversal of a Plan and Sample Calculation


LogisticsMaterials Management Inventory Management Goods Movement Goods Receipt For Purchase Order PO Number Known (MIGO)

Find the inspection lot using the GR document number.

Logistics Quality Management Quality Inspection Inspection Lot Processing Display (QA03)

You can use the F4 help to select an inspection lot.

1-8 Cancel the material document:

Logistics Materials Management Inventory Management Material Document Cancel (MBST)

or


Select the document and save.


The system status is LTCA (lot canceled).

1-9 Post a goods receipt for 800 pieces:


Change the actual quantity in the inspection lot:Logistics Quality Management Quality Inspection Inspection LotProcessing Change.

On the screen for the inspection lot, choose: Inspection Lot Correct actual quantity.

or

Logistics Quality Management Quality Inspection Inspection Lot Processing Lot Quantity Correct Errors (QAC1)

Change the actual lot quantity to 400 and save. Display the inspection lot:

(C) SAP AG LO715 20



Choose the tab page Insp. lot quantities and the pushbutton Material documents: The material document for the actual quantity correction is displayed.



Check the inspection lot and the task list that was assigned.


Enter the inspection lot that you created. Choose Insp. specifications.

Group: _________ Group counter: ____

1-11 Change the material-task list assignment from exercise 1-10.

Step 1: Delete your material in the material-task list assignment

Logistics Quality Management Quality Inspection Inspection Planning Inspection Plan Change (QP02)

Enter your material T-BQ3## and your plant, and choose Enter. In the application toolbar, choose the Mat. assignment pushbutton. Delete the assignment of your material to the GR inspection plan (group counter 1). Save your entries.

Step 2: Assign your material to the task list with the group counter 2.

Logistics Quality Management Quality Planning Inspection Planning Inspection Plan Change (QP02)

Enter the task list group from exercise 1-10 and enter the plant and choose Continue. In the application toolbar, choose the Mat. assignment pushbutton. Enter the group counter 2 in the material-task list assignment and assign the material T-BQ3## to this task list for the inspection in plant 1000. Save your entries. Proceed as follows:

Step 3: Cancel sample calculation in your inspection lot

Logistics Quality Management Quality Inspection Inspection Lot Processing Cancel Sample Calculation (QAC3)

Enter your inspection lot number and choose Enter. Save. Display the inspection lot and check the lot status. It will have changed from REL (released) to CRTD (created).

Step 4: Assign a new task list

Logistics Quality Management Quality Inspection Inspection Lot Processing Change (QA02)

(C) SAP AG LO715 21


Enter the inspection lot number and choose Enter. The inspection lot is displayed. Go to the Inspection Specifications tab page and choose the Task List/Specification pushbutton.

This message is displayed in the lower screen margin: Inspection plan # was assigned.

Confirm the message by choosing Enter. The calculated sample size can be found on the Sample tab page in the Quantities screen area. Save your inspection lot.

If you display the inspection lot again, the newly assigned task list (group counter 2) should appear on the tab page Inspection specifications.

(C) SAP AG LO715 22


4

SAP AG 2001

Control in Procurement

Invoice Block Due To Quality Inspection

Quality Info Record

Source Inspection

Status of Supply Relationships

QM System and Skip for Certification

Mass Maintenance of Q-Info Records

Purchase Order Printout

Contents:

(C) SAP AG LO715 1


4.2

SAP AG 2001

Explain why an invoice has been blocked because of a quality inspection

Control the procurement process using the quality info record

Show why an inspection is skipped when a vendor is certified with a specific QM System

Explain the mass maintenance of quality info records and the purchase order printout


Control in Procurement: Unit Objectives

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4.3

SAP AG 2001

Control in Procurement: Course Overview Diagram





Quality Level andUsage Decision 7




Course Overview 1


Appraisal Costs 11

Evaluations 12

(C) SAP AG LO715 3


4.4

SAP AG 2001

Control in Procurement: Business Scenario

If the vendor delivers faulty goods, the invoice should be blocked.

A specific material for a certain vendor does not have to be inspected if the vendor has a certified QM system.

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4.5

SAP AG 2001


Active

QM in procurement X

QM control key

Certificate typeQM system


Quality Management viewQuality Management view

A

Material master

Technical delivery termsQuality assurance agreementRelease requiredCertificate required...

The procurement data is maintained in the Quality Management view of the material master:Technical delivery termsQuality assurance agreementRelease requiredCertificate requirementBlock inactiveNotification type

(C) SAP AG LO715 5


4.6

SAP AG 2003

Invoice Block Due To Quality Inspection

Invoice

Material A

Inspection lotUsage decision - OK

Blocked due toquality inspection


Invoice

Material A

Invoice

Material A

Inspection lotNo usagedecision

Goods receiptMaterial A

Inspection lot


Invoice

Material A

Inspection lotUsagedecision –

Not OK

GR inspection requiredwith payment block

In the material master record for a material, you define whether:A goods receipt inspection is required for the material (inspection setup). An invoice should be blocked because of a quality inspection (procurement data).In this case, an inspection lot that has been rejected or one that has no usage decision causes the invoice to be blocked.

The system sets the reason for blocking, Quality, for an item in the following cases:Goods-receipt-related invoice verificationThe invoice is blocked, if the inspection lot for the goods receipt concerned was rejected, or if no usage decision has been recorded.No goods-receipt-related invoice verificationThe invoice is blocked, if any inspection lot for the purchase order item was rejected, or if no usage decision has been recorded.

(C) SAP AG LO715 6


4.7

SAP AG 2001

LL

Quality Info Record for Procurement

Materialmaster

Materialmaster

* ModelPreliminary seriesGoods receipt

Q-Info RecordProcurement

Material 1

Material 2

VendormasterVendormaster

Vendor A

Vendor B

ReleaseBlockStatus profile *Quality assurance agreement GR/Source inspectionVendor's QM System (valid to)

The quality info record is unique to the plant, vendor, material, and revision level. If a vendor release or a quality assurance agreement is needed, you have to create a quality info

record for the specific combination. You can specify a procedure for the procurement process in the quality info record.

(C) SAP AG LO715 7


4.8

SAP AG 2001

Source Inspection

Insp. start date =Delivery date - Lead time

Insp. start date =Delivery date

Purchase order- Delivery date

Sourceinspection

Goods receipt - Delivery date

Purchase order- Delivery date

Goods receipt - Delivery date

Inspection lot

Q-info- Inspection type- Lead time

Inspection lot

Inspection lot

You can deselect the goods receipt inspection in the quality information record in relation to the vendor and material.

Inspection lots for a source inspection can be automatically created.

(C) SAP AG LO715 8


4.9

SAP AG 2001

Source Inspection Instead of GR Inspection

LLQ-info recordProcurement

Sourceinspection Goods receipt

If rejected, Customizing alternatives:1. No influence on GR2. New insp. lot for GR3. GR not allowed

Inspection lot for purch. order item available + rejected?

Setting:Source insp. instead of GR inspection

If you have made the setting for a source inspection instead of a GR inspection in the quality info record for procurement, the system checks at goods receipt whether an inspection lot already exists for the purchase order item. If there is no inspection lot, a new one is created. An existing and outstanding inspection lot has no affect.

At rejection, you can set the 3 alternatives (mentioned previously) in Customizing for the control key for QM in procurement.

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4.10

SAP AG 2001

Results Recording on the Internet

Vendor's worklistVendor's worklist

Results recording Results recording at the vendorsat the vendors

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

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

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

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

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

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4.11

SAP AG 2001

Status of Supply Relationships

Status profile in the quality info record

Time

Inspection type

Current lot #

Status

Production series

Preliminary series

Model series

Released forregular delivery

Released forregular deliveryReleased for

regular deliveryReleased for

regular delivery

Released formodel

Released formodel

Released forpreliminary series

Released forpreliminary series



Current lot #

The inspection lots cannot be processed simultaneously. A further goods receipt for this material/vendor is not possible if the model inspection has not been completed.

You can assign an individual inspection plan to each inspection type and status. The status profile stipulates a sequence for inspection lot processing. A further goods receipt for the

material and delivery is only possible for the model lot if the usage decision was "OK".

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4.12

SAP AG 2001

Revision Level

Change master record

Material

Inspection plan/AVendor

Inspection plan/BVendor

Material/AVendor

Revisionlevel

Purchase order

Q-info record

Goodsreceipt

Inspection lot

A

Change master record

B

A

Material

Material/BVendor

Revision levels are taken into consideration in inspection plans and quality info records. This means that different inspection plans and quality info records are used depending on the revision level of the material.

(C) SAP AG LO715 12


4.13

SAP AG 2001

QM System

AvailableAvailable RequirementsRequirements Purchase orderPurchase order

Vendor

ISO 9002

ISO 9001

Q-info

A

Material

Material X

ISO 9001

ISO 9002

Material Y

ISO 9001

ISO 9002

DEFECT

The QM System in use by the vendor only meets the requirements of the QM System maintained as system ISO 9002 (audit note > nn) in the material master. If QM System ISO 9001 is required for the procurement of the material, an order cannot be placed with this vendor.

The QM System entered in the quality info record overrides the QM System entered in the vendor master record.

The "valid-from date" for the QM System can be maintained in the quality info record. If a QM System is required by the vendor, this is checked against this date when the purchasing documents are maintained.

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4.14

SAP AG 2001

Skip for Certification

Skip-to-stockGoods receiptGoods receipt

No inspection lot

Material doc.with status

A

B B C

B

Unrestricted-use stock

Unrestricted-use stock

A

B B C

B

Q-info recordQM System XYMaterial AVendor Z

You can define the QM System for the vendor in the vendor master record. The goods receipt posting for a certified vendor does not create an inspection lot. In the material document, the current inspection status is noted. In Customizing for QM in procurement, you can identify a QM System as certified.

(C) SAP AG LO715 14


4.15

SAP AG 2003

Mass Maintenance of Quality Info Records

Material From 4711 to

Plant

Material class

Vendor

Only for purchasing info records

31.12.2003

5,000,000

Release until

Released quantity

Available QM system

Inspection control

Insp. type source insp.

Source insp. instead of GR insp.Block function/reason

Status profile

Lead time

Parameters

SelectionSelection

Quality info records

From 0001 to

From to

From 1000 to

Collective processing is possible for quality info records (Transaction QI06) This transaction can be used to create, change and display quality info records for procurement.

(C) SAP AG LO715 15


4.16

SAP AG 2001

Block an invoice in the material master as a result of a quality inspection

Control the procurement process using the quality info record (data from the material master and vendor master)

Show why an inspection is skipped when the vendor has a certified QM System

Perform the mass maintenance of quality info records

Control in Procurement: Unit Summary


(C) SAP AG LO715 16


4.17Control in Procurement Exercises

Unit: Control in Procurement

Topic: QM in Procurement Settings when QM is Activated


Use the various settings for QM in procurement.

Monitoring of vendors for different situations.

1-1 Change the material master Quality Management view for T-BQ1## to activate QM in procurement.

Select the control key for vendor release, invoice block, and certificate requirement.

Select certificate type 0001 and save your entries.

1-2 Create a new standard purchase order for today's date.

Use the data given below. You need the following information to create the purchase order:


Vendor TPLM415-##



Company code 1000

Delivery date Today

Plant 1000



Price 1 EUR

(C) SAP AG LO715 17


Material T-BQ1##

Which message is displayed when you try to save the purchase order?

________________________________________________________

1-3 Create a Quality Info Record

To be able to order material T-BQ1##, you must create a quality info record. This releases the material-vendor relationship. The release should be valid till the end of this year. The quantity release should occur for up to 50000 pieces.


Create a purchase order for today's date. Use the data given above.

Purchase order number: _________________________


Post a goods receipt for the entire quantity ordered. Confirm the warning messages for the certificate receipt. Make a note of the document number for the goods receipt.

Document number: ________________________

1-6 Invoice Verification

1-6-1 Enter the invoice document.

Logistics Materials Management Logistics Invoice Verification Document Entry Enter Invoice (MIRO)


Invoice date Today + 10 days

Posting date Today

Company code 1000

Currency EUR

Purchase order number

From exercise 1-4

Amount 1000

(C) SAP AG LO715 18


1-6-2 Enter all the data and save. What message comes up after you save?___________________

Document number: ___________________________

1-6-3 Display all the blocking reasons for your vendor.

1-7 Display the inspection lot

Display the inspection lot that you created at goods receipt.


Inspection lot: ____________

1-8 Record Results

Record the results for your inspection lot. Make sure that you valuate, close, and save your results.

1-9 Record the Usage Decision

Make an acceptance usage decision (for example, UD code A2). What do you have to confirm before you can make the usage decision? _________________________________


Release all the invoice items for your vendor automatically. What message is displayed? ___________________________

1-11 Maintain a Status Profile in the Quality Info Record

Assign status profile QM_P_002 to your quality info record.


Create a new purchase order for three items. Order the material for the model, preliminary series, and production series. Order material T-BQ1## from vendor TPLM415-##.

Item 10 T-BQ1## 10 pieces 1 week from today

(C) SAP AG LO715 19


Item 20 T-BQ1## 100 pieces +2 weeks from today

Item 30 T-BQ1## 10000 pieces 3 weeks from today

You can take any other data you need from a previous purchase order.

Purchase order number: __________________________


Post a goods receipt for the entire quantity of item 10.

1-14 Record Results

Record the results for your inspection lot. How many characteristics are to be inspected? _____________________________


Record the usage decision Accepted.

1-16 Display the Release Status in the Quality Info Record

In the status management of the quality info record, display both the status reached and the status desired for your material.

1-17 Repeat this process for purchase order items 20 and 30. How many characteristics should be inspected for the lots of items 20 and 30?

Note: For purchase order item 30, only post a goods receipt for 1000 pieces, as you will need the rest of this purchase order for the other exercises.

(C) SAP AG LO715 20


4.18 Control in Procurement Solutions

Unit: Control in Procurement

Topic: QM in Procurement Settings when QM is Activated

1-1 Change the material master Quality Management view for T-BQ1## to activate QM in procurement.

Logistics Quality Management Quality Planning Logistics Master Data Material Change (MM02)

or

Logistics Materials Management Material Master Material ChangeImmediately (MM02)

Enter material T-BQ1## and select the QM view and plant 1000.

Select QM in procurement in this view, and choose the control key for vendor release, invoice block, and certificate requirement. Select the QM control key 9001 and the certificate type 0001 and save your entries.

1-2 Create a standard purchase order for today's date.

Use the data given below.

LogisticsMaterials Management Purchasing Purchase Order Create Vendor/Supplying Plant Known (ME21N)


Vendor TPLM415-##

Purchasing organization 1000 (IDES Germany)


Company code 1000

Delivery date Today

Plant 1000



Price 1 EUR

Material T-BQ1##

Which message is displayed when you try to save the purchase order?

No QM info record exists for material T-BQ1##

(C) SAP AG LO715 21


1-3 Create a Quality Info Record

Logistics Quality Management Quality Planning Logistics Master Data Quality Info Record: Procurement Create (QI01)

Enter the material, vendor, and plant.






Confirm the messages for the certificate receipt.

Document number: ________________________


1-6-1 Enter the invoice document.

Logistics Materials Management Logistics Invoice Verification Document Entry Enter Invoice (MIRO)


Invoice date Today

Posting date Today

Company code 1000

Amount 1000

Currency EUR

Purchase order number From exercise 1-4

1-6-2 Enter all the data and save your entries.

What messages come up after you save?

Document no. 51…… was included, blocked for payment

1-6-3 Display all the blocking reasons for your vendor.

(C) SAP AG LO715 22


Logistics Materials Management Logistics Invoice Verification Further Processing Release Blocked Invoices (MRBR)Enter the vendor and purchasing group and deselect Manual release. Choose Enter. One of the blocking reasons is Quality.


Display the inspection lot that you created at goods receipt.


Note: The inspection lot number displayed should be the last lot you created.


Inspection lot: ____________

1-8 Record Results

Record the results for your inspection lot.


Enter the inspection lot number and choose Enter.

Choose the characteristic filter O, outstanding characteristics. Do not enter an operation number. A dialog box displays the operations for the inspection lot. Note: You must record results for each characteristic in each operation.

Enter characteristic results for each operation. Valuate and close the recorded results and save.

Note: Within each operation characteristic, in order to enter results data, you may double-click on the characteristics to be brought into the appropriate results entry screen.

You can record the result using the following path:Logistics Quality Management Worklist Results Recording (QE51N)



Record the usage decision Accepted. What do you have to confirm before you can make the usage decision?

Certificate receipt.

Choose Edit Confirm certificate receipt. Save. Then, you can record the usage decision.

(C) SAP AG LO715 23


1-10 Release Invoice

Logistics Materials Management Logistics Invoice Verification Further Processing Release Blocked Invoices (MRBR)

Enter the company code 1000 and your vendor TPLM415-##. Choose Release automatically.

Note: If an invoice has no open items, it can be automatically released. Otherwise, release it manually by selecting.

Release all the invoice items for your vendor automatically. Which message is displayed?

1 invoice has been released.

1-11 Maintain a Status Profile in the Quality Info Record

Logistics Quality Management Quality Planning Logistics Master Data Quality Info Record: Procurement Change (QI02)

Choose Status and assign status profile QM_P_002 to your quality info record.

1-12 Create a Purchase Order for Three Items


Create a purchase order for three items. Use the data given below. Order material T-BQ1## from vendor T-L15A##.

Item 10 T-BQ1## 10 pieces 1 week from today

Item 20 T-BQ1## 100 pieces +2 weeks from today

Item 30 T-BQ1## 10000 pieces 3 weeks from today

You can take any other data you need from a previous purchase order.

Purchase order number: _______________________



Post a goods receipt for the entire quantity of item 10.

(C) SAP AG LO715 24


1-14 Record Results


or


Record the results for your inspection lot. How many characteristics are to be inspected? 1



Record the usage decision Accepted.

1-16 Display the Release Status in the Quality Info Record

Logistics Quality Management Quality Planning Logistics Master Data Quality Info Record: Procurement Display (QI03)

Choose the tab page Status to display the material status.

1-17 Repeat this process for purchase order items 20 and 30. How many characteristics should be inspected for the lots of items 20 and 30? - 1 or 6

Note: For the purchase order item 30, only post a goods receipt of 1000 pieces, as you will need the rest of this purchase order for the other exercises. After the GR posting, inspection, and UD for item 20, the status achieved should be Preliminary series and the desired status Production series.

After the GR posting, inspection, and UD for item 30, the status achieved should be Production series.

You have determined that the recording of inspection results and entering the UD changes each status. Each status has its own inspection type. The status may be based on different task list usages and therefore different task lists.

(C) SAP AG LO715 25


5

SAP AG 2001

Procurement Documents

Contents:


Material Master: Quality Management View- Technical Delivery Terms - Quality Assurance Agreement

Simple and Enhanced Control for the Certificate Type

Maintaining the Certificate Record

(C) SAP AG LO715 1


5.2

SAP AG 2003


Procurement Documents: Unit Objectives

Describe the various settings for QM in procurement that are available in the Quality Management view of the material master

Explain the control options using the certificate type

Describe certificate records and how they are created

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5.3

SAP AG 2001

Procurement Documents: Course Overview Diagram









Course Overview 1


Appraisal Costs 11

Evaluations 12

(C) SAP AG LO715 3


5.4

SAP AG 2003

Procurement Documents: Business Scenario

Technical delivery terms and quality assurance agreements exist for some materials/vendors. These technical delivery terms and quality assurance agreements should be printed with the purchase order.

We require some vendors to provide certificates at goods receipts. The goods will not be accepted if the certificate is missing.

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5.5

SAP AG 2003


Request for quotation

Goods receipt

Technicaldeliveryterms Technical

deliveryterms

Quality assurance

agreements

Certificate Certificate requirementrequirement

Goods receipt inspection

Certificate inspection

OK !OK !

Purchase order

In the procurement process, quality management is involved in requests for quotation, purchase order processing, goods receipt, and vendor evaluation.

(C) SAP AG LO715 5


5.6

SAP AG 2003

Quality Documents for Supply Relationships

Procurement

Vendor

Quality documentsTechnical

delivery terms

Quality assurance agreements

SAP Document

Management

Technical delivery requirements, quality assurance agreements, etc. for the delivery of goods by vendors.

Such documents are stored in the document management system and are assigned accordingly. The assignment is performed according to implementation area.

For procurement operations (that is, for requests for quotations and purchase orders) the following documents are consulted: Quality assurance agreement (document type Q01):

Q-info record procurement (reference to material, (revision level), vendor, plant) Technical delivery terms (document type Q02):

Additional data in the material masterDocuments for the vendor master record

The settings for the document type are determined so that:

The message functions in procurement, for example, the purchase order printout, can process these document types. This is why only SAPScript texts are permitted for these document types in the Standard System.

A procedure that is in accordance with the rules for quality documents is maintained. For example, a new document version is required when a released document is changed.

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5.7

SAP AG 2003

Purchase Order Printout

Purchase order printout

CompanyItem 10

Material master

QM view

- Technical delivery terms

- Certificate

. . . .

. . . .

. . . .

A

Material

Quality info record

- Quality assurance agreement

The purchase order printout contains the following additional information: Technical delivery terms Certificate requirement Quality assurance agreement

(C) SAP AG LO715 7


5.8

SAP AG 2001


Active

QM in procurement X

QM control key

Certificate typeQM system


Quality Management viewQuality Management view

A

Material master

Technical delivery termsQuality assurance agreementRelease requiredCertificate required...

The procurement data is maintained in the Quality Management view of the material master:Technical delivery termsQuality assurance agreementRelease requiredCertificate requirementBlock inactiveNotification type

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5.9

SAP AG 2003

Certificate Processing

E21

E23

E22

Short text

Cert. of conformity "2.1" EN 10204

Test certif. "2.2" EN 10204

Works test certif. "2.3" EN 10204

With inspection

lot

Blocked stockStatus in inspection lotE:

WarningWarningW:

Blocked stockStatus, no skip-to-stockB:

Error messageStatus in inspection lotC:

Blocked stockError messageA:

Error messageStatus, no skip-to-stockF:

Error messageError messageD:

InformationI: Information

CertType

Without inspection

lot

The certificate type determines: One or more certificates for each purchase order item One or more certificates for each material at goods receipt How the system reacts if the certificate is not available at goods receipt

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5.10

SAP AG 2001

Inspection lot

Usage Decision Usage Decision

Certificate Processing

Usage decisionCertificate confirmedUsage decision

Certificate confirmed

A status is set in the inspection lot if there is no certificate available at goods receipt. The usage decision can only be made when the receipt of the certificate is confirmed.

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5.11

SAP AG 2003

Enhanced Control for the Certificate Type

E21

E23

E22

Short text

Cert. of conformity "2.1" EN 10204

Test certif. "2.2" EN 10204

Works test certif. "2.3" EN 10204

Enhanced certificate processing

No dialog box for GR

Reminder deadline

CertType

Enhanced certificate processing is activated for each certificate type. A certificate data record is only created if enhanced certificate processing has been activated.

(C) SAP AG LO715 11


5.12

SAP AG 2001

Certificate Record

Date of receiptDate of receiptAdministrative dataAdministrative data

Entered by, entered on...Entered by, entered on...

Material, batchMaterial, batchReferenceReference

Vendor, vendor batchVendor, vendor batch

Purchase order itemPurchase order itemDocument referenceDocument reference

Goods receipt document itemGoods receipt document item

StatusStatusCertificate dataCertificate data

Reminder dateReminder date

Delivery note numberDelivery note number CertificatesCertificatesCertificates

If you use enhanced certificate processing, a certificate record is managed in the SAP System.

(C) SAP AG LO715 12


5.13

SAP AG 2001

Procurement Documents: Unit Summary


Activate the technical delivery terms, a quality assurance agreement, vendor release, certificate processing, and invoice block using the procurement key

Store existing movement data in the certificate record for the enhanced control of the certificate type

(C) SAP AG LO715 13


5.14 Procurement Documents: Exercises

(C) SAP AG LO715 14


(C) SAP AG LO715 15


Unit: Procurement Documents

Topic: Requesting and Monitoring Documents in the Procurement Process


Explain the use of quality certificates, technical delivery terms, and quality assurance agreements

There are agreements with vendors, which are defined in the technical delivery terms and quality assurance agreements. Vendors should be informed of the contents of these documents.

1-1 Create Technical Delivery Terms TLG## and Assign these to Your Material T-BQ1##.

Your technical delivery terms should contain a long text and a short text. Make a note of the text:________________________________________________________________

1-2 Create a Quality Assurance Agreement (QVG##) and Assign the Document to Your Combination of Material and Vendor Using the Procurement Info Record.

Your quality assurance agreement should contain a long text and a short text. Make a note of the text:_________________________________________________________________________________________________________________________________________

1-3 Change the control key in the material master for material T-BQ1## so that vendor release, technical delivery terms, a quality assurance agreement, and certificate are required.

Choose a certificate type that supports enhanced certificate processing (for example, E32). Make a note of the control key and certificate type.

Certificate type: _______________________Control key: __________________________

(C) SAP AG LO715 16


5.15 Procurement Documents: Solutions

(C) SAP AG LO715 17


(C) SAP AG LO715 18


Unit: Procurement Documents

Topic: Requesting and Monitoring Documents in the Procurement Process

1-1 Create the Technical Delivery Terms TLG## and Assign to the Material

Logistics Quality Management Quality Planning Logistics Master Data Material Technical Delivery Terms Create (QV11)


Document TLG##

Document Type Q02

Document Part 000

Document Version 00

Exit the initial screen using the Enter key and on the Document Data tab page, enter a description (short text or long text) for the technical delivery terms.

You can use the tab page Object Links to link the technical delivery terms with your material T-BQ1##.

Save your technical delivery terms and then change the status of the technical delivery terms to Released.

1-2 Create a Quality Assurance Agreement (QVG##) and Assign the Document to the Procurement Info Record:

Logistics Quality Management Quality Planning Logistics Master Data Quality Info Record: Procurement Quality Assurance Agreement Create (QV01)

Enter a description in the document data, release the document, and save. It may be necessary to use the menu path given above to document management to release the document. Assignment:

Logistics Quality Management Quality Planning Logistics Master Data Quality Info Record: Procurement Change (QV02)

Choose the Quality agreement tab page, enter the quality assurance agreement that you created, and save.

1-3 Change the Control Key in the Material Master

Logistics Materials Management Material Master Material Change Immediately (MM02)

The control key is 0004 and the certificate type is E32.

(C) SAP AG LO715 19


(C) SAP AG LO715 20


6

SAP AG 2001

Monitoring Certificate Receipts

Optical Archiving of GR Certificates

Certificate Retrieval Using the Internet

Formatted Inspection Result Transfer to Certificate

Contents:

Quality Certificates at Goods Receipt

(C) SAP AG LO715 1


6.2

SAP AG 2001


Quality Certificates at Goods Receipt: Unit Objectives

Monitor quality certificates at goods receipt

Store certificates in the optical archive

Retrieve quality certificates for deliveries using the Internet

Copy the inspection results (quality certificate data) that were transferred using the quality certificate to an inspection lot

(C) SAP AG LO715 2


6.3

SAP AG 2001

Quality Certificates at Goods Receipt: Course Overview Diagram









Course Overview 1


Appraisal Costs 11

Evaluations 12

(C) SAP AG LO715 3


6.4

SAP AG 2001

Quality Certificates at Goods Receipt: Business Scenario

If a quality certificate is required and is not included with the goods receipt, you must send a reminder for the missing certificate. An incoming certificate should be stored in the archive.

In accordance with an agreement with your vendor, formatted inspection results are transferred with the quality certificate. These results are taken into consideration during the GR inspection and should automatically be copied from the certificate to the GR inspection lot.

If necessary, you want to be able to retrieve certificates for deliveries from your vendor using the Internet.

(C) SAP AG LO715 4


6.5

SAP AG 2001

Creating the Certificate Record

Certificate

Goods receipt:AutomaticBefore goods receipt:

Manual

CertificatesCertificatesCertificates

A certificate record can be created manually for the purchase order and purchase order item before the goods receipt.

When you record the certificate receipt for the purchase order, you can specify the delivery number on the initial screen to identify the certificate record.

If you do not enter an item on the initial screen for a purchase order number, a list of the items in the purchase order appears when you choose enter.

When you are recording the receipt of the quality certificate and you have entered the purchase order number, purchase order item, and - if applicable- a delivery number, then the system proposes the existing certificate data records for the data you have entered for changes. A new certificate record is only created when no matching certificate data record previously existed. This makes certificate processing easier, because it is not always clear whether or not a certificate receipt has already been recorded for the purchase order either electronically or at goods receipt.

A certificate record is created at goods receipt (at the latest) if the relevant material requires a certificate and the corresponding settings have been made in Customizing for the certificate type.

(C) SAP AG LO715 5


6.6

SAP AG 2001

Monitoring Quality Certificates

COA

OpticalarchiveOpticalOpticalarchivearchive certificatescertificatescertificatesReminder

Reminder

Missingcertificates

CertificatesCertificatesCertificates

Certificate?Certificate?

No!No!

Certificate missing

A

A BCD

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

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

(C) SAP AG LO715 6


6.7

SAP AG 2001

Optical Archiving of GR Certificates

COA

CertificateCertificateCertificate

Scanner

OpticalarchiveOpticalOpticalarchivearchive

WorkflowWorkflow

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

The incoming certificate can be stored in the optical archive first as a document with document type. The system sends this information to the inbox of the employee responsible using the Workflow and the document type. The document can then be inspected and assigned to the corresponding certificate record.

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

(C) SAP AG LO715 7


6.8

SAP AG 2003

Electronic Certificate Transmission: Overview

Order

DeliveryCertificate Creation

Purchase order

Goodsreceipt

Certificate

Inspection lot

Goods issue

VendorVendor

CustomerCustomer

Purchase order

Resultstransfer

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

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

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

(C) SAP AG LO715 8


6.9

SAP AG 2003

Transfer of Inspection Results to the Certificate

Certificate and data transferCertificate and data transfer

Agree certificate contentAgree certificate content

Certificate design

Planning the certificate profile

Planning the certificate profileCertificate

profile Planning the data transfer

Planning the data transfer Inspection

planCharacteristic mapping

(conversion)Characteristic mapping

(conversion)Mappingtable

Certificate requestCertificate requestCertificate

order

Certificate creationCertificate creation

Certificate

VendorVendor CustomerCustomer

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

The recipient can have the data transfer triggered automatically by a goods receipt. In this case, the data is sent to a goods receipt inspection lot. The data transfer can also be triggered manually and the data can then be transferred to any desired inspection lot.

The results data origin specified in each inspection characteristic (in the inspection plan or material specification) controls whether or not the data will be copied from the electronic certificate or whether the data will be determined by inspection.

If the sender and the recipient use different characteristic descriptions, characteristics are identified and assigned at results transfer using a partner-specific characteristic mapping process.

The interface is also suitable for the transfer of data to business partners who do not use an R/3 System.

(C) SAP AG LO715 9


6.10

SAP AG 2003

Quality Certificates for Deliveries on the Internet

List of retrieved certificates

List of retrieved certificates

Protocol of retrieval process

Protocol of retrieval process



Certificate profile

Issue customer access authorization

Issue customer access authorization

Access authorization

Retrieval of certificates

Retrieval of certificates

Access status

Certificate creation for the delivery

Certificate creation for the delivery Certificate

Setting up the vendor homepage

Setting up the vendor homepage

HomepageVendorVendor CustomerCustomer

You can make it possible for your customers to access quality certificates on the Internet. There are two variants available: The service QC40 facilitates the processing of messages related to delivery items directly from the

Internet. This means that there is always a current certificate available and that there is a protocol for each retrieval of a certificate.

The service QC40A facilitates the display of stored certificates for delivery items on the Internet as a PDF. This means that the content of the certificate is not updated each time the certificate is called. Instead, the stored certificate is displayed each time.

All contacts of a customer that want to call up their certificates, need to be assigned a SAP R/3 user with an alias in the vendor system. This SAP R/3 user needs to have a reference to a contact person at the customers.

The service QC42 (as of Release 3.1) can be used to retrieve quality certificates for a batch from the Internet. The most current certificate data on the database is always read. The certificate is transferred as a PDF file.

(C) SAP AG LO715 10


6.11

SAP AG 2001

Certificate Transfer

Customer selects the certificates

Available certificates

(C) SAP AG LO715 11


6.12

SAP AG 2001

Store quality certificates that you have received in the archive and send reminders about missing certificates.

Automatically copy the data transferred with the quality certificate from the certificate to the inspection lot at goods receipt.

Retrieve quality certificates for deliveries using the Internet


Quality Certificates at Goods Receipt: Unit Summary

(C) SAP AG LO715 12


6.13 Quality Certificates at Goods Receipt: Exercises

(C) SAP AG LO715 13


(C) SAP AG LO715 14


Unit: Quality Certificates at Goods Receipt

Topic: Monitoring Certificate Receipts


Send a reminder if a certificate is missing and confirm the receipt of certificates.

We expect to receive a certificate and want to monitor the certificate receipt.

1-1 Create a Purchase Order (Using Data Given Below)


Vendor TPLM415-##



Company code 1000

Delivery date Today

Plant 1000



Price 1 EUR

Material T-BQ1##

1-2 Post a goods receipt for your purchase order.

The certificate was not sent with the goods.

Make a note of the document number. ________________________

(C) SAP AG LO715 15


1-3 Create a Reminder Using the Worklist Transaction for Certificates and Display the Print Output.

You should set the indicator with print dialog on the initial screen for the worklist.

1-4 Record Results and Make the Usage Decision for Your Inspection Lot.

Which message about the certificate is displayed?

___________________________________________________

1-5 Confirm Certificate Receipt Using the Usage Decision Transaction.

Which status does the certificate record have after you save the usage decision?

_____________________________

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6.14 Quality Certificates at Goods Receipt: Solutions

(C) SAP AG LO715 17


(C) SAP AG LO715 18


Unit: Quality Certificates at Goods Receipt

Topic: Monitoring Certificate Receipts


Logistics Materials Management Purchasing Purchase Order Create Vendor/Supplying Plant Known (ME21N)

1-2 Post a Goods Receipt for Your Purchase Order

Logistics Materials Management Inventory Management Goods Movement Goods Movement (MIGO)

or

Logistics Materials Management Inventory Management Goods Movement Goods Receipt For Purchase Order PO Number Known (MIGO)

The certificate is not included.

1-3 Create and Display Reminders

Logistics Quality Management Quality Certificate Inbox Worklist (QC55)

Call up the worklist transaction. Enter material number T-BQ1##, select Print dialog, and choose Execute. Select the entry with the red light and then choose the pushbutton Print reminders. Specify a printer (locl) and choose print preview.

1-4 Results Recording and Usage Decision:

Record results for all characteristics in the worklist. Remember to valuate, close, and save all characteristics.Make a usage decision. The following error message appears:Error during status check: Certificate confirmation missing.

1-5 Confirm Certificate Receipt Using the Usage Decision Transaction:

In the usage decision, choose Edit Confirm Receipt of Certificate.The certificate record now has the status Certificate received.

(C) SAP AG LO715 19


7

SAP AG 2001

Quality Level and Usage Decision

Contents:

Quality Level

Dynamic Modification Levels

Dynamic Modification Rule

Dynamic Modification at Lot Creation

Skip-To-Stock

Usage Decision

Skips

Stock Posting

Related Functions

List Processing

Automatic UD

(C) SAP AG LO715 1


7.2

SAP AG 2001

Quality Level and Usage Decision: Unit Objectives

Perform a quality inspection for an inspection lot

Make a usage decision using the worklist function

Explain the quality level for a material

Describe how the quality level is updated


(C) SAP AG LO715 2


7.3

SAP AG 2001

Quality Level and Usage Decision: Course Overview Diagram





QM at Goods Receipt 2 Manufacturer Part Number 8



Course Overview 1


Appraisal Costs 11

Evaluations 12

(C) SAP AG LO715 3


7.4

SAP AG 2001

Quality Level and Usage Decision:Business Scenario

In our company, we want to be able to process goods receipts in relation to their quality level.

Our inspectors should be able to select inspection lots without usage decisions from a list. The system should record usage decisions automatically for inspection lots with all inspection results accepted and for lots in a skip stage.

(C) SAP AG LO715 4


7.5

SAP AG 2001

Quality Level

CustomerCustomer PlantPlant MaterialMaterial

VendorVendor

Task listTask listInspection type

Inspection type

ManufacturerManufacturer

Quality LevelQuality Level

The quality level is updated depending on the combination of material, vendor, customer, manufacturer, plant, and inspection type.

(C) SAP AG LO715 5


7.6

SAP AG 2001

Dynamic Modification Levels

Inspection type Task list Quality Level

Insp. lot

Insp. type

Charac.

010405

010405

010405

Task list 1

Task list 1

Task list 1- Charac. 1- Charac. 2

Quality level, task list 1

Quality level, insp. type 01Quality level, insp. type 04Quality level, insp. type 05

Quality level Task list 1, charac. 1Task list 1, charac. 2

Dyn. level

Different quality levels exist for the different dynamic modification levels.

(C) SAP AG LO715 6


7.7

SAP AG 2001

TimeTime

Inspection stage

Tightened

Normal

Reduced

Skip

Rules for an inspection stage change

The quality level is taken into accountDynamic Modification Rule Dynamic Modification Rule Dynamic Modification Rule

Dynamic Modification Rule

The dynamic modification rule contains the definition of inspection stages, the time of dynamic modification (at inspection lot creation or after the usage decision), and the conditions for an inspection stage change.

The inspection stage is changed if the inspection is OK (reduced inspection) or when the inspection is not OK (the inspection is tightened). You can make individual settings to specify which conditions cause an inspection stage change.

Moreover, you can control the change from the skip stage using the maximum skip duration and the reset period in the dynamic modification rule.

During an inspection without a sampling scheme, you should not use the inspection severities tightened, normal, or reduced.

(C) SAP AG LO715 7


7.8

SAP AG 2001

Create inspection

lot

Inspection lot

Dynamic modificationvaluation

Characteristic valuation

Quality Level Sample determination

Quality Level

RejectionRejection

Results recordingUsage decision

Dynamic Modification at Lot Creation

Acceptance

When you create an inspection lot, the sample is determined on the basis of the quality level. If the indicator "Dynamic modification at lot creation" is set in the dynamic modification rule, the

quality level for the current inspection lot is immediately updated after sample determination. The system automatically assigns the valuation "Accepted" and changes the inspection stage if the lot is OK.

If a characteristic is rejected during results recording, the characteristic valuation in the quality level is changed to "Rejected," after the usage decision is made.Prerequisite: The characteristic is closed.If the rejection leads to a stage change, this takes place with reference to the stage that is entered in the quality level.

The subsequent change in the quality level has no effect on inspection lots created since this changeand are waiting to be processed.

(C) SAP AG LO715 8


7.9

SAP AG 2001

Material A

Material

Skips allowed

Automaticusage decision

Skip

Inspection lot

Inspection stock

Unrestricted-use stockInspection stock

QM Inspection SetupQM Inspection Setup

Skip-To-Stock

If the conditions for "skip-to-stock" are fulfilled, the material is immediately posted to unrestricted-use stock if the appropriate setting has been made in material master.

The inspection lot is completed with the usage decision. You can plan a job for the completion of skip inspection lots.

(C) SAP AG LO715 9


(C) SAP AG LO715 10


7.10

SAP AG 2001

!!Purchasing Production

Vendor StockA

A BCD

Statistics

No.

T

Quality LevelInspection stage

Time

Effects of the Usage Decision

In stock-related inspection lots, stock postings are triggered by the usage decision. The quality score influences the "Quality" criterion in the vendor evaluation. The dynamic modification level (determined by the dynamic modification rule) is updated in the

quality level.

(C) SAP AG LO715 11


7.11

SAP AG 2001

1234Usage decision for each inspection lot

List of inspection lots without usage decision

List of inspection lots without rejected characteristics Make usage decision in background Make usage decision in foreground Make usage decision manually

Usage decision for skipped inspection lots

Automatic Usage Decision Skipped inspection lots Without rejected characteristics

Making the Usage Decision

Inspection lots without a usage decision are displayed in a worklist. In this way, they can be more easily processed.

You can create a worklist for inspection lots that have open quantities to be posted. This includes all inspection lots where the lot quantity has not been fully posted. The worklist only contains inspection lots that are stock-relevant and for which, at minimum, a short-term inspection has been completed.

You can generate a list of inspection lots for which a collective usage decision is to be made. The list that is created contains all inspection lots that fulfil the following criteria:

Characteristic processing has been completed

No usage decision has been made

No characteristics were rejected

No defects were recorded

You can also create lists for inspection lots without inspection completion and inspection lots without usage decisions.

(C) SAP AG LO715 12


7.12

SAP AG 2001

Processing Time for Automatic UD

Skipped inspection lots

Job interval

Delay time

Job start08:00:00

Job start10:00

Job start09:00:00

Time

Time

Time

CustomizingJob interval: 1 hourDelay time: 15 minutes

Is not considered by 10:00 job

08:45:00 09:4507:45:00

Time of inspection lot creation

You can set the waiting time and delay time in Customizing at plant level. The maximum possible processing time for skipped inspection lots is calculated by adding the delay

time to the job interval.

(C) SAP AG LO715 13


7.13

SAP AG 2001

Processing Time for Automatic UD (2)

Inspection lots without rejected characteristics

Waiting time

CustomizingJob interval: 1 hourWaiting time: 15 minutes

Job interval

Job start08:00:00

Job start10:00

Job start09:00:00

Time

Time

TimeIs not considered by 10:00 job

08:45:00 09:4507:45:00

Time of inspection lot creation

The job makes an automatic usage decision for those inspection lots, which have undergone a certain waiting time after being created and which fulfill the following characteristics:

None of the characteristics of the inspection lot have been rejectedAll required characteristics have been confirmed and completed.There are no defect data records for the inspection lot.An automatic usage decision is permitted for the material.

(C) SAP AG LO715 14


7.14

SAP AG 2001

Quality Level and Usage Decision:Unit Summary


Create a quality level when a dynamic modification rule is assigned

Make the usage decision for inspection lots automatically using job management. For this, the inspection type for the material must support an automatic usage decision. The inspection must also be completed without any characteristics being rejected.

(C) SAP AG LO715 15


7.15Quality Level and Usage Decision: Exercises

Unit: Quality Level and Usage Decision

Topic: Quality Level and Dynamic Modification Rule


Show how the quality level is determined for each material/vendor/manufacturer combination

Vendors and manufacturers may require different monitoring criteria. Depending on the inspections already performed, different inspection severities are required based on the quality level.

1-1 Display the current quality level for material T-BQ1## and vendor TPLM415-##

1-2 Change the Quality Level

Change the quality level for all characteristics by setting the next inspection stage to Skip.

Confirm the messages by choosing Enter.


Create a standard purchase order for today's date. Order material T-BQ1## from vendor TPLM415-##. The purchase order quantity is 9000 pieces at 1 EUR each, storage location 0001. Make a note of the purchase order number.


1-4 Stock Overview

Check the following stock types for your material:

Unrestricted-use stock: ______________________

Inspection stock _____________________

(C) SAP AG LO715 16



Post a goods receipt for your purchase order. The vendor only delivered 1000 pieces. Post the partial delivery. Confirm that the certificate was received.

Check the following stock types for your material again:


Inspection stock ______________________


Display the inspection lot that you created. What (additional) status is displayed in the inspection lot?

Status: ___________

1-7 From the worklist, you can make a collective usage decision for all inspection lots that have a skip status or that have no defects.

Enter the plant, material T-BQ1##, and vendor TPLM415-##, and make the usage decision. Only enter your own material and vendor, so that you do not change those of other participants. Choose Execute.

1-8 Check the Quality Level for Your Material and Vendor Combination.

What is the current inspection stage? ____________________

(C) SAP AG LO715 17


7.16 Quality Level and Usage Decision: Solutions

Unit: Quality Level and Usage Decision

Topic: Quality Level and Dynamic Modification Rule

1-1 Display the quality level for material T-BQ1## and vendor TPLM415-##

Logistics Quality Management Quality Inspection Quality Level Display (QDL3)

1-2 Change the Quality Level

Logistics Quality Management Quality Inspection Quality Level Change (QDL2)

Change the quality level for all characteristics by setting the next inspection stage to Skip. Choose the Nstg column and change to 0001.



Create a standard purchase order for today's date. Use material T-BQ1## from vendor TPLM415-##. The purchase order quantity is 9000 pieces at 1 EUR each, storage location 0001. Make a note of the purchase order number. _____________________________________

1-4 Stock Overview


Enter the material T-BQ1## and plant 1000 and choose Execute.

Check the following stock types for your material:


Inspection stock: ________________________



(C) SAP AG LO715 18


Post a goods receipt for your purchase order. The vendor only delivered 1000 pieces. Post the partial delivery. Confirm that the certificate was received.

Check the following stock types for your material again.


Inspection stock: ________________________

The unrestricted-use stock has increased by the ordered quantity. The quantity in inspection stock has not changed.



Display the inspection lot that you created.

Choose the Status History pushbutton or the Status Details icon.

Skip

1-7 From the worklist, you can make a collective usage decision for all inspection lots that have a skip status or no defects.

Logistics Quality Management Quality Inspection Worklist Inspection Lot Completion Collective Usage Decision (QA16)

Enter the plant, material T-BQ1##, and vendor TPLM415-##, and make the usage decision. Only enter your own material and vendor, so that you do not change those of other participants. Choose Execute.

Select the item and make the UD in the background. A message, which says that the quality level will be updated and the UD saved, should be displayed.

1-8 Display the Quality Level for Your Material/Vendor Combination

Logistics Quality Management Quality Inspection Quality Level Display (QDL3)

What is the current setting?

Inspect

(C) SAP AG LO715 19


8

SAP AG 2001

Manufacturer Part Number

Contents:

Manufacturer Part Number Dependencies

Processing of Manufacturer Part Numbers

With Quality Flag Set

Without Quality Flag Set

Release of Certified Vendors/Manufacturers

(C) SAP AG LO715 1


8.2

SAP AG 2001


Manufacturer Part Number: Unit Objectives

Describe how manufacturer part number management is integrated in QM.

(C) SAP AG LO715 2


8.3

SAP AG 2001

Manufacturer Part Number: Course Overview Diagram









Course Overview 1


Appraisal Costs 11

Evaluations 12

(C) SAP AG LO715 3


8.4

SAP AG 2001

Manufacturer Part Number: Business Scenario

Our company receives goods from different vendors. However, a lot of the delivered materials come from the same manufacturer.Our company wants to store the data and analyze the manufacturer's performance.

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8.5

SAP AG 2003

Manufacturer Part Number (MPN)

VendorVendor

Plant

Manufacturer AScrew "A1":

Length 30 mmDiameter 5 mm

Manufacturer BScrew "B2":


Manufacturer CScrew "C3":


Your plant stocks screws of length 30 mm and diameter 5 mm as the inventory-managed material S3005.

Manufacturer A describes these screws as A1 (manufacturer part number). Manufacturers B and C have other manufacturer part numbers for these screws.

Your plant wants screws only from manufacturer A since this manufacturer can deliver the required quality and is a certified manufacturer. In a purchase order, the plant informs the vendor of the manufacturer and manufacturer part number.

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8.6

SAP AG 2001

Manuf. part A1

Classification

Purchasing

Purchase order text

Manufacturer Part Number (MPN): Internal Material

Basic data

Material master record

Classification

Sales

Purchasing

Materials planning

Forecast

Work scheduling

Storage

Quality management

Accounting

Costing

.....

Manufacturer part B2

Classification

Purchasing

Purchase order text

Manufacturer part C3

Classification

Purchasing

Purchase order text

n : 1n : 1

An internal material is assigned to each manufacturer part number in the material master. In this way, an internal material can correspond to several manufacturer parts, because these manufacturer parts correspond to a general specification. In our example, this is the length and diameter of the screw.

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8.7

SAP AG 2001

QM QM processingfor MPN

MPN

Manuf.

Mat. no.

:

:

:

4711

Rhodes

8257-01 0001

Material master

Assignment:MPN Mat. no.

Material Master:8257-01

Customizing:MPN profile

MPN profile

Manufacturer Part Number (MPN): Material Number

A manufacturer part number profile (MPN profile) is assigned to an internal material in the material master.

The MPN profile defines how you can work with MPN materials in the procurement process. In the MPN profile, you can activate manufacturer-specific QM processing.

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8.8

SAP AG 2003

QM Processing With and Without Manufacturer (1)

Internal part + vendor

Internal part + manufacturer + vendor

Internal part + manufacturer

Internal part + vendor

With manufacturer processing Without manufacturer processing

Sampling procedure/dynamic modification

Task list assignment

Master data:

You define in the MPN profile, whether QM processing is performed with or without reference to the manufacturer.

The manufacturer is assigned in the material-task list assignment in the inspection plan using the field Vendor, because the manufacturer is a Vendor with a specific account group.

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8.9

SAP AG 2001

QM Processing With and Without a Manufacturer (2)

Internal part + vendorInternal part + vendor + manufacturer

With manufacturer processing Without manufacturer processing

Inspection lot processing/usage decision/quality level

QMIS update

Inspection processing:

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8.10

SAP AG 2001

Create with reference to manufacturer part number

Manufacturer + vendormust be certified

Create with reference to internal part

Vendor must be certified

Release

Skip if certified

Without manufacturer processing

With manufacturer processing

Release of Manufacturer Parts

Q-info record:

Skip if certified

Q-info record:

Purchase order:Vendor + manufacturer part number

Purchase order:Vendor + internal part

If the manufacturer part profile defines manufacturer-related QM processing, the quality information record must relate to the combination of vendor and manufacturer part.

If a skip should occur because of certification, a corresponding QM system must be entered in the vendor and manufacturer.

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8.11

SAP AG 2001

Manufacturer Part Number: Unit Summary


Select task lists based on the manufacturer

Create manufacturer as criterion for dynamic modification

Create quality info records with reference to the manufacturer part number

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8.12Manufacturer Part Number: Exercises

Unit: Manufacturer Part Number

Topic: QM using Manufacturer Part Number Process


Demonstrate how to create a material master with an MPN reference and process it in QM

Vendors and manufactures may require different inspection conditions. You can use a different inspection plan for inspections with reference to the manufacturer.

1-1 Assign MPN profile 2500 to material T-BQ3## in the purchasing view of the material master (plant 1000).

1-2 Create the MPN material master T-ZQ3## for your material T-BQ3##. Choose the material type HERS, industry sector M, mechanical engineering, and maintain the purchasing view in plant 1000. Enter the manufacturer T-Q415-## and the internal number T-BQ3## in the manufacturer parts section. Use the material group 003 Lighting unit.

1-3 Create a new purchase order for material T-ZQ3## for 1000 pieces from vendor TPLM415-## for delivery today. Save the purchase order. Which material appears on the purchase order?

__________________________________________

1-4 Post a goods receipt for your purchase order and display the stock overview. Which material number was posted to quality inspection? ________________ What is the inspection lot number? ______________

1-5 Record results for the inspection lot and save.

1-6 Record the usage decision for the inspection lot as Accepted.

1-7 Change the QM view in the material master for T-BQ3## and activate QM in procurement. You just want to release the vendor.

1-8 Create a quality info record for T-BQ3##. What information do you need?

___________________________________________________

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8.13 Manufacturer Part Number: Solutions

Unit: Manufacturer Part Number

Topic: QM using Manufacturer Part Number Process

1-1 Assign MPN profile 2500 to material T-BQ3## in the purchasing view of the material master (plant 1000).


Enter material T-BQ3##, and select the purchasing view and plant 1000. Enter the manufacturer part profile 2500.

1-2 Create the MPN material master for your material.

Logistics Materials Management Material Master Create (General) Immediately (MM01)

Choose the material type Manufacturer parts and create the purchasing view. Enter the manufacturer T-Q415-## and the internal number T-BQ3## in the manufacturer parts section.

1-3 Create a purchase order for material T-ZQ3## for 1000 pieces from vendor TPLM415-## for delivery today.


Save the purchase order. Which material appears on the purchase order?

Both the manufacturer part and the internal part (material).

1-4 Post a goods receipt for your purchase order and display the stock overview.


Which material number was posted to quality inspection?

T-BQ3##

What is the inspection lot number? ____________________

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1-5 Record results for the inspection lot and save.


1-6 Record the usage decision for the inspection lot as Accepted.


1-7 Change the QM view in the material master for T-BQ3## and activate QM in procurement. You just want to release the vendor.


Enter material T-BQ3##, and select the QM view and plant 1000. Select QM procurement active, and choose a control key that only requires the vendor to be released.

1-8 Create a quality info record for T-BQ3##. What information do you need?

The manufacturer part.

Logistics Quality Management Quality Planning Logistics Master Data Quality Info Record: Procurement Create (QI01)

Enter material T-BQ3## and vendor TPLM415-##.

The following message appears:

A quality info record is not allowed for material T-BQ3## (manufacturer part profile).

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9

SAP AG 2001

Contents:

Handling Units and QM

What is a Handling Unit?

QM and the Procurement Process

Handling Units in QM

Without Physical Samples

With Physical Samples

Usage Decision and Stock Postings

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9.2

SAP AG 2001

Explain the concept of handling units at goods receipt

Describe the connection between inspection lots and handling units

Perform stock postings in the usage decision on the basis of handling units


Handling Units and QM: Unit Objectives

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9.3

SAP AG 2001

Handling Units and QM: Course Overview Diagram

Handling Units and QM 9QM During Goods Movements 3




Manufacturer Part Number 8QM at Goods Receipt 2


Course Overview 1


Appraisal Costs 11

Evaluations 12

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9.4

SAP AG 2001

Handling Units and QM: Business Scenario

A vendor uses a shipping notification to notify the recipient of goods about an upcoming delivery. An inbound delivery is created with reference to the delivery notification. This inbound delivery contains data about the packaging.The goods are posted to inspection stock at goods receipt. Transfer postings are performed for handling units on the basis of the result of the GR inspection and using the GR inspection lot.

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9.5

SAP AG 2001

Definition: Handling Unit

123456

A handling unit is a physical collection of goods consisting of:

Packaging materials (for example, pallets, cartons, containers and

Materials (to be transported, placed in storage, ...)

A handling unit has a unique identification number through which the related information can be read

Handling Units (HUs) widen the pallet handling in warehouse and shipping logistics to all logistics components.

Normally, a HU is a pallet or wirebox, but the concept of HUs is more generic and includes any type of grouped materials and the packaging material.

In WM, you can use handling units to process warehouse movements such as putaway, picking, or stock transfers. Furthermore, handling units can be created in the warehouse, labeled, and also picked for existing deliveries.

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9.6

SAP AG 2001

Handling Unit Management

Handling units:

Describe how materials are to be packaged

Have an identification number (for example, EAN 128)

Have a history

Simplify processes in the supply chain

Handling units allow:

Goods movements without material numbers

Customer-specific packaging

Inventory control on the basis of handling units (HUs)

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

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

Definition: A handling unit is a grouping of physical goods consisting of:

Packaging materials (for example, pallets, boxes, vacuum packaging, containers) Goods (that have to be transported and stored, for example)

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

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9.7

SAP AG 2001

Structure of a Handling Unit

Item

Packaged material

Packaged HU

Quantity, Unit

Batch

Plant/storage location

Stock category (insp. stock, blocked stock...)

Inspection lot

Serial numbers

Header

Identification (EAN, SSCC18)

Packaging material

Weight, Volume, Dimensions

Status

History

The details of a handling unit are stored in the header and item data:

Weight/volume/dimension:

This overview contains all details about the weight, the volume, and the dimensions (for example, tare weight, tare volume, allowed weight, allowed volume).

General data:

In the top section of this overview, general data about the packaging material (packaging material type, packaging material category) is displayed.

In the lower section of this overview, general data about the handling unit is displayed.

Contents:

This overview contains the contents data for the handling unit. In addition, information about the packaged quantity can be found.

Objects that are connected to the handling unit (for example, inspection lot, inbound delivery, goods receipt document) are listed in the history.

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9.8

SAP AG 2001

Goods Receipt with Handling Units

Inbound deliveryTransport

Inbound delivery/packaging using HUs

Transferorder

Putaway

HU no. 69179HU no. 69180

HU no. 69181

Goods receiptposting HU no. 69179

HU no. 69180HU no. 69181

123456

123456

You can generate putaway transfer orders (TO's) for inbound deliveries or for handling units. If there is more than one HU in an inbound delivery, the putaway TO is split up into single TO‘s for every single HU.

You can create TO‘s before or after GR postings in Inventory Management.

The goods receipt and putaway represent basic processes in a warehouse and take place when goods are delivered by a vendor or received from production. The putaway operation includes the placement in storage of goods in storage locations in the warehouse.

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9.9

SAP AG 2003

Quality Inspections Using Handling Units

Purchase order

Inbound delivery with handling units

HU no. 69179HU no. 69180

HU no. 69181123456

Usagedecision

123456

Inspection lot

HU no. 69179HU no. 69180

HU no. 69181

Q

123456

123456

123456 Q 123456

123456

123456

123456

Goods receiptposting

HU no.HU no.

HU no.

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

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

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

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

Packing upon receipt of delivery (inspection types for inspection lot origin 01)

Packing of finished products during production (inspection types for inspection lot origin 04)

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9.10

SAP AG 2001

Handling Units in QM

2050000012436

Inspectionlot 1001

Inspectionlot 1002

72364 89236

89236

72364 89236

89236

2050000012433

The inspection lot:

Is created during packaging

Is created for a particular material or batch

References one or more HU items

Using Handling Unit Management, you can perform quality inspections on handling units at delivery item level. When a delivery item is being packaged, an inspection lot with reference to the assigned HUs can be created automatically.

If an inspection lot is assigned to handling unit, the inspection lot controls whether or not a certain goods movement is allowed. The following criteria are important in this regard:

Status "Inspection lot being inspected or usage decision made"

Usage decision code

Quality score

For sample calculation, you must know whether or not the inspection result is to be assigned to a HU.

In Customizing of Handling Unit Management, you can specify whether or not a certain goods movement is allowed (Logistics -> Handling Unit Management -> Basics).

The Post to inspection stock indicator in inspection setup in the QM view of the material master controls whether or not a material can be posted to inspection stock. This stock is managed using the handling unit.

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9.11

SAP AG 2001

Handling Units in QM Without Samples

72364 89236

89236

2050000012434

Inspection lot 1001

Inspection lot 1002

72364 89236

89236

2050000012433

Inspection lots without physical samples:

Have no reference between single results and handling unit items

If you are working without sample management, then the reference only exists between the inspection lot and all handling units.

In this case, you cannot trace which result applies to which handling unit. The sample calculation for the inspection lot takes place on the basis of total quantity of similar HU

items (same material and same batch). The unit of measure is specified in the inspection plan in the corresponding inspection characteristics.

The status HUM is set in the inspection lot data record if HUs are assigned to an inspection lot. You can navigate from the inspection lot data record to the HU details by choosing Goto ->

Handling Units. Results recording is performed for the inspection lot. The results are not assigned to the individual

HUs.

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9.12

SAP AG 2001

Handling Units in QM with Physical Samples

72364 89236

89236

2050000012434

Inspection lot 1003

72364 89236

89236

2050000012433

SS 1

SS 2 RS 1

SS 3

Confirmation of the physical-sample drawing

The confirmation requirement in the physical-sample drawing requires that each sample be assigned to a handling unit.

This assignment can be changed until the usage decision has been made.

If you are working with sample management (assignment of a sampling procedure in the header of the inspection plan), you can trace which inspection result applies to which HU.

The indicator Consider number of containers must be set in the sample-drawing procedure. The sample-drawing items with a lot container that corresponds to the lot container in the inspection lot is are used. The stockkeeping unit of the HU is used as the lot container.

The HU can be assigned to the respective sample when the physical-sample drawing is processed (transaction QPR4).

The handling units for the inspection lot are listed in the sample-drawing instruction. Results recording is performed for the physical samples. This means that the sample can be used to

assign results to the HU. You can also use transaction QPR4 to get an overview of which sample(s) correspond to which HU.

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9.13

SAP AG 2001

Usage Decision and Stocks

OK Not OK

Inspection lot1003

The current storage location is determined when the usage decision is made

Stock postings are performed on the basis of handling units

QM no longer manages the stock -> Stock postings can be performed using the handling unit, for example, storage locationto storage location

Valid postings are defined using Customizing

Since the stock is managed using the HU, when entering the usage decision, the system must dynamically determine which quantity of a material is in the HU and the location of the HU.

In addition, the system checks which postings are permitted for the HU or, if WM (Warehouse Management) is active, which postings are allowed from the point of view of WM. It is not possible, for example, to trigger a posting back to the vendor if the goods receipt has not been posted.

You can use the UD transaction to specify where the stock of each handling unit is to be posted. The entire quantity of the HU item is always posted.

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9.14

SAP AG 2001

Create inspection lots for the inbound delivery during packaging, that is, before goods receipt.

Determine the sample size either on the basis of the stockkeeping unit or on the basis of the number of handling units.

Perform stock postings in the usage decision on the basis of handling units.


HUs and QM: Unit Summary

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9.15Handling Units and QM: Exercises

Unit: Handling Units and QM

Topic: Handling Units and QM


Describe the development of a GR inspection with handling units

The vendor sends a shipping notification to announce the inbound delivery. This shipping notification contains the packaging data. The shipping notification is used to create an inbound delivery with the packaging information.

If there is not notification via EDI (Electronic Data Interchange), the inbound delivery must be manually created and packaged for the purchase order. The handling units (HU = partial quantities of a material packaged together) are subjected to a quality inspection and the goods receipt for the inbound delivery is posted.

Perform a separate stock posting for each HU at inspection closure with the usage decision.

1-1 Create delivery

Create a delivery in plant 1000 for the purchase order for the material T-QS8##. The vendor 1000 announces this delivery is due to arrive on the current date.

For the selection of your purchase order for the material T-QS8##, use the pushbutton Select Purchase Order on the initial screen for the creation of the inbound delivery.


1-1-1 Packaging of Partial Quantities

The expected delivery quantity of 1000 pieces is packaged in partial quantities of 200 pieces each.

One HU should be set up for each partial quantity. Choose the icon New HU for partial qty of matl to do this.

The material PK-415 is used for packaging the individual HUs.

The storage quantity is identical to the delivery quantity.

Save the shipping notification and note its number.

(C) SAP AG LO715 15


________________________________________________

The inspection lot is generated in QM as the packaging is performed and the shipping notification is created. A prerequisite for the early generation of the inspection lot is the setting HU Inspection in the inspection type in the material master.

1-2 Post goods receipt to delivery

Change the delivery of the task part 1-1 and post the goods receipt.

The storage quantity is 1000 pieces.

If you did not enter a storage quantity in part 1-1, enter this quantity now on the Stock Placement tab page and then post the goods receipt for the material.


Display the inspection lot for the delivery and note the following data:

Inspection lot number:___________________________________________

Amount of HUs:_______________________

1-4 Inspection completion with usage decision

As the product is sound, complete the inspection with the usage decision. This offers you the possibility to perform separate stock postings for the individual HUs.

In this exercise, you work with defects recording for the material.

This means that you can complete the inspection lot by making the usage decision without having entered any inspection results.

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9.16 Handling Units and QM: Solutions

(C) SAP AG LO715 17


(C) SAP AG LO715 18


Unit: Handling Units and QM

Topic: Handling Units and QM

1-1 Create delivery

Logistics Materials Management Purchasing Purchase Order Inbound Delivery Create (VL31N)

or

Logistics Logistics Execution Inbound Process Goods Receipt for Inbound Delivery Delivery Create Single Document (VL31N)

Enter the vendor 1000 and click the push button Purchase Orders. Do not change the proposed delivery date. This takes you to a selection screen in which you can enter additional selection criteria.

Enter the material T-QS8## and the plant 1000 as a further delimitation and choose Execute F8. Note the purchase order number for you material T-QS8##


Select the purchase order for your material T-QS8## and choose the pushbutton Adopt Selection. This takes you to the screen for creating a shipping notification.

1-1-1 Packaging of Partial Quantities

On the Item Overview tab page, you can see the material from the purchase order and the expected delivery quantity. As you are manually creating the inbound delivery, the packaging is also triggered manually.

To trigger the packaging, select the item containing the material T-QS8## and then choose Pack in the application toolbar.

The goods are delivered in packaging units of 200 pieces each. Enter this information in the Partial qty field for the material. Then select the line with the material to be packaged and choose the Per part. qty pushbutton (new HU per part. qty of matrl). Then the system searches for the allowed packaging for the material. Choose Material PK-415 for the packaging of the HUs.

Exit the Processing of Handling Units for Inbound Delivery screen using the F3 function key.

(C) SAP AG LO715 19


Before you save the shipping notification, enter the putaway quantity of 1000 pieces on the Stock placement tab page. Then save the shipping notification and make a note of its number.

Shipping notification number: ________________________________

1-2 Post goods receipt to delivery.

Choose Inbound Delivery Change (VL32N) and confirm the shipping notification number.

Click the pushbutton Post goods receipt.



Confirm the inspection lot number proposed. This takes you to a screen displaying all your data for the inspection lot.


Amount of handling units: 5

1-4 Inspection completion with usage decision

SAP Menu Logistics Quality Management Quality Inspection Inspection Lot Usage Decision Record (QA11)

or

Inspection Lot Change (QA02) pushbutton Record usage decision.

Confirm the inspection lot number proposed. This takes you to a screen in which you can record the usage decision. Using the F4 help, choose Usage Decision Code A1 and save your data. Perform the stock posting for the handling units and confirm your entry.

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10

SAP AG 2001

Contents:

Warehouse Management and QM

Transportation of the Sample to the Work Center

Goods Receipt Inspection

Usage Decisions and Transfer Postings

Transportation of the Sample to the Warehouse

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10.2

SAP AG 2001


Warehouse Management and QM: Unit Objectives

Describe the process involved in the transportation and placement in storage of the inspection lot quantity and sample in the context of Warehouse Management.

Track how a sample is transported to the work center after the goods receipt posting, while the remainder of the inspection lot quantity is placed in storage.

(C) SAP AG LO715 2


10.3

SAP AG 2001

Warehouse Management and QM: Course Overview Diagram









Course Overview 1


Appraisal Costs 11

Evaluations 12

(C) SAP AG LO715 3


10.4

SAP AG 2001

An inspection lot that manages the stock during the inspection is created at goods receipt. After the goods receipt posting, the sample quantity is to be transported to the work center. The remainder of the delivery quantity can already be placed in storage. Once the inspection has been completed, the stock is released on the basis of the usage decision and the sample quantity can also be placed in storage.

Warehouse Management and QM: Business Scenario

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10.5

SAP AG 2001

Goods Receipt and Inventory Management

Quality Management Warehouse Management

Post quants in GR zone

Create inspection lot

QM

Goods receipt posting in inventory management

Inspection lot

WMQM

Depending on the inspection setup in the quality management view of the material master, an inspection lot can be created automatically at goods receipt posting. The inspection setup determines whether the inspection is to be performed on the basis of the specifications in the inspection plan and/or the material specification.

The sample size for the current inspection lot is determined in accordance with the specifications in the sampling procedures or on the basis of the inspection setup.

In warehouse management, the goods receipt inspection is processed using inventory management. The system creates a quant on the interface and, depending on the system settings, creates a transfer requirement in WM.

In SAP WM stock is managed in quants (definable quantities of a certain material) that are stored in the warehouse.

When a material is placed in storage in an empty storage bin in WM, the system creates a quant for this storage bin. This means that the system assigns a quant number, which is automatically deleted when the material quantity is removed from storage.

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(C) SAP AG LO715 6


10.6

SAP AG 2001

Storing Inspection Lots

Sample bin

??Inspection lot

remaining quantity:90 pieces

Sample:10 pieces

Material: A-100Quantity: 100 pcsStock category: Q

Goods receipt area

Physical storage area

Transferrequirement

If materials are being inspected, then the usage decision completes the inspection. The transfer requirements can be dealt with in different ways, depending on the initial situation. There are two possible scenarios: The usage decision has already been made in QM. The usage decision has not been made in QM.

If the usage decision has already been made, the putaway transfer requirements are handled as though QM is not involved. The transfer requirement does not contain an inspection lot number. When the transfer order for the transfer requirement is created, no dialog box appears.

If the usage decision has not been made, a dialog box appears when you are processing the transfer requirement. This dialog box contains the sample quantity calculated by QM. You now decide what you want to do with this sample quantity in WM: Option 1: The sample quantity remains in the goods receipt area and the remainder of the

inspection lot quantity is placed in storage. Option 2: The sample quantity is transferred to a sample storage bin and the remainder of the

inspection lot quantity is placed in storage. Option 3: The whole inspection lot stays in the goods receipt area.

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10.7

SAP AG 2001

Option 1: Situation After Creating a Transfer Order

Material: A-100

90 pieces

Insp. lot: 2367Sample: 10 pcs

Insp. lot: 2367

Goods receipt area Physical storage area

Transfer order

Stock category: "Q"

Stock category:"Q"

The usage decision has not been made. When you create the transfer order to place the goods received into storage, a dialog box appears

which asks you to make a decision about how to handle the sample quantity. The entries required for this dialog box can be predefined in Customizing. If all of the required settings in Customizing (Logistics Execution > Warehouse Management > Interfaces > Define Quality Management) have been preassigned, these transport requirements can be processed using manual or automatic transfer order creation.

If the sample quantity stays in the GR area (option 1), the quantity that is placed in storage is reduced by the sample quantity. Transfer orders for placement in storage are created for the rest. A note appears in the inspection lot, telling you that the sample quantity has been kept in the GR area. In the transfer requirement, the sample quantity is maintained as an outstanding quantity. This outstanding transfer requirement quantity can only be processed further once the usage decision has been made.

Situation after placement in storage: 10 pieces are in the GR area, 90 pieces are in a particular storage type in the warehouse. The stock category "Q" and the inspection lot number are contained in all stocks.

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(C) SAP AG LO715 9


10.8

SAP AG 2001

Inspection Lot Determination

?

Inspection lot number2367

You can use a transaction in WM (Logistics - Logistics Execution - Internal Whse Processes - Bins and Stock - Display - Bin Stock per Material (LS24)) to find the exact coordinates of stock for a particular inspection lot in the warehouse. The processing status of the inspection lot is not relevant.

Important transactions for Warehouse Management and QM: Create transfer order: Logistics - Logistics Execution - Internal Whse Processes - Post Change -

Via Inventory Management - Transfer Order - Create - By Material Document (LT06) Create transfer order: Logistics - Logistics Execution - Internal Whse Processes - Stock Transfer

- Create Transfer Order - From Stock List (LT10) Confirm transfer order: Logistics - Logistics Execution - Internal Whse Processes - Stock

Transfer - Transfer Order - Confirm - Single Document - In One Step (LT12) Posting change notice: Logistics - Logistics Execution - Information System - Warehouse -

Posting Change Notice - Document Overview (LU04) Total stock per material (Warehouse Management): Logistics - Logistics Execution - Internal

Whse Processes - Bins and Stocks - Display - Total Stock per Material (Warehouse Management) (LS26)

Total stock per material (Inventory Management): Logistics - Logistics Execution - Internal Whse Processes - Bins and Stocks - Display - Total Stock per Material (Inventory Management) (MMBE)

WM Customizing: Logistics Execution - Warehouse Management

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10.9

SAP AG 2001

Process a goods receipt for inspection stock using putaways in WM.

Find storage locations and stock categories of inspection lot partial quantities using the inspection lot number.

Change the stock category after the usage decision has been made.


Warehouse Management and QM: Unit Summary

(C) SAP AG LO715 11


10.10Warehouse Management and QM: Exercises

Unit: Warehouse Management and QM

Topic: Warehouse Management and QM


Describe the transportation and placement in storage of the inspection lot quantity and the sample quantity in relation to warehouse management (WM).

You use Warehouse Management in your company. Before goods are free to be used, you perform a goods receipt inspection. The required quantity for the goods receipt inspection is to be transported to the work center. The remainder of the delivery quantity can already be placed in storage. After the GR inspection has been completed, the stock is to be released.

1-1 Goods Receipt for Purchase Order

Create a goods receipt in plant 1000 for the purchase order for the material T-QS6##. This is a material that requires a certificate. The required certificate is included with the goods so that you can confirm the certificate receipt along with the goods receipt.

Select your purchase order using the material T-QS6##.

Make a note of the material document number.

_____________________________________________________________

1-2 Inspection Lot at Goods Receipt and Stock Overview in WM

At GR posting, the inspection lot and a certificate data record were created. Make a note of the following inspection lot data:

Inspection lot number:___________________________________________

Sample size: __________________________________

Storage type: ________ Description: _________________

1-2-1 Stock Overview in Warehouse Management

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The storage location 0088 (MM) corresponds to the warehouse number 001 (central warehouse) in WM. Switch from the stock overview to the storage bin stock. Make a note of the following information for the storage bin:

Total stock in storage bin: ___________________________

Stock category: _______________________________

1-3 Transportation of the Sample to the Work Center

Due to the GR posting in materials management, there is now a transport requirement in WM. A transfer order is created for this transport requirement. You decide what you want to do with this sample quantity in WM:

Create a transfer order and ensure that the sample quantity is moved to the work center. The remainder of the lot quantity can already be placed in storage.

Use the following menu path to create the transfer order:Logistics Logistics Execution Internal Whse Processes Post Change Via Inventory Management Transfer Order Create For Material Document (LT06)

When you make a specific setting in Customizing, the transfer order is created automatically in the background.

Note the number of the transfer order:

_____________________________________________________

When the goods have arrived at the storage bin, you can confirm the transfer order.

Confirm your transfer order and then display the storage bin stocks.

Use the following menu path to confirm the transfer order:Logistics Logistics Execution Internal Whse Processes Post Change Via Inventory Management Transfer Order Confirm Single Document In One Step (LT12)

Storage bin stock in high rack storage area:________________________________

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Storage bin stock in quality assurance:________________________________

1-4 Inspection Lot Processing and Inspection Completion with Usage Decision

You found no defects when inspecting the sample. Therefore, you can now complete the inspection lot by making the usage decision and then post the complete inspection lot quantity to unrestricted-use stock.

Make a suitable usage decision (acceptance decision, stock posting) for your inspection lot.

1-4-1 Stock Overview After the Usage Decision

Display the stock overview for your material T-QS6## after inspection completion.

Where does the quantity posted in the usage decision appear?

Storage type: ____________________________________

Storage type name: ______________________________

1-5 Process Posting Change Notice

When the usage decision was made, the system generated a posting change notice for every item in the inspection lot, including the sample quantity in the work center and the remaining quantity in the high rack storage area. To complete this operation from the WM viewpoint, a transfer order is created and then confirmed.

Process the posting change notice for your material T-QS6## and then confirm the transfer order.

Use the following menu path to process the posting change notice:Logistics Logistics Execution Internal Whse Processes Post Change Via Inventory Management Transfer Order Create From List of Posting Change Notices (LU04)

The posting change notice is relevant to the warehouse number 001, central warehouse.

Create a transfer order for your material T-QS6## for the stocks in both storage types (type 001, high rack storage area; type 917, quality assurance). Note the number of the transfer order:

Transfer order:________________________

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After you have confirmed the transfer order, display the stock overview for your material T-QS6## again.

What has changed?

_____________________________________________________________

Where is the sample quantity now?

Storage type and name:________________________________________

1-6 Transfer of the Sample Quantity from the Work Center to the High Rack Storage Area

Create a transfer order to transport the sample quantity to the high rack storage area.

Use the following menu path to create the transfer order:Logistics Logistics Execution Internal Whse Processes Stock Transfer Create Transfer Order From Stock List (LT10)

Select the storage type 917 and execute the selection using F8.

Select the quantity to be transferred and choose the Stock transf. frgrnd icon.

Enter the following data in the dialog box:

Storage type: 001

Storage section: 001

Confirm immediately: Set indicator

If you choose the Stock transf bckgrnd icon, the transfer order is created and must be confirmed.

Display the stocks for your material T-QS6## again.

You can call up the stock overview for the material using MM or WM.

Stock overview in WM: Logistics Logistics Execution Internal Whse Processes Bins and Stock Display

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Total Stock per Material (Warehouse Management) (LS26)

Stock overview in WM: Logistics Logistics Execution Internal Whse Processes Bins and Stock Display Bin Stock Per Material (LS24)

Stock overview in MM: Logistics Logistics Execution Internal Whse Processes Bins and Stock Display Total Stock per Material (Inventory Management) (MMBE)

You have now learned how Warehouse Management and Quality Management interact. By making specific settings in Customizing, certain processes can be automated. Settings for WM Customizing: Logistics Execution Warehouse Management

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10.11 Warehouse Management and QM: Solutions

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Unit: Warehouse Management and QM

Topic: Warehouse Management and QM

1-1 Goods Receipt for Purchase OrderLogistics Materials Management Inventory Management Goods Movement Goods Receipt For Purchase Order PO Number Known (MIGO)

Use the F4 input help Purchasing Documents for Material and enter the material T-QS6## and the plant 1000 as selection criteria. Choose Enter. To select the purchase order, you can also use the pushbutton Search for PO (binoculars).

The system displays a list of all purchasing documents that correspond to the selection criteria. Confirm the selection. The screen where you post the goods receipt for the purchase order appears again.

Confirm your entries. You then set the indicator Item OK for the item and thereby confirm the receipt of the goods. Choose the PO data tab page, confirm the receipt of the certificate and save your data.

Make a note of the material document number.

__________________________________________________

1-2 Inspection Lot at Goods Receipt and Stock Overview in WM


Inspection lot number:___________________________________

Sample size: 80 PC

Storage type: 902 Name: GR Area External Rcpts

1-2-1 Stock Overview in Warehouse Management

Switch from the inspection lot data record to the stock overview of the material T-QS6## using the Stock pushbutton. Select the storage location 0088, central warehouse WM and then choose Environment -> WM stocks in the menu. Select the storage location and choose the pushbutton Bin stock. Note the total stock in the storage bin.

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Total stock in storage bin: 1000 PC

To display the stock category, click on the total stock. A screen appears, where you can see that the stock category is Q (warehouse stock in quality inspection).

1-3 Transportation of the Sample to the Work Center

Logistics Logistics Execution Internal Whse Processes Post Change Via Inventory Management Transfer Order Create By Material Document (LT06)

Enter the material document number and confirm your entries. This takes you to the screen for creating a transfer order. Set the Transfer qty to insp.bin radiobutton, confirm your entry, save your data and note the number of the transfer order.

Logistics Logistics Execution Internal Whse Processes Post Change Via Inventory Management Transfer Order Confirm Single Document In One Step (LT12)

Confirm the data on the initial screen, select the items to be confirmed and choose the Confirm internally pushbutton. Save your data.

Display your inspection lot again and note the storage bin stocks(Stock pushbutton, -> Storage location 0088 -> Environment WM stocks).

Storage bin stock in High-rack storage area: 920 PC

Storage bin stock in Quality Assurance: 80 PC

1-4 Inspection Lot Processing and Inspection Completion with Usage Decision


Confirm the inspection lot number. The screen for recording the usage decision appears. Using the F4 help, choose Usage Decision Code A1 and save your data.

On the screen that appears, post the total inspection lot quantity to unrestricted use stock and confirm your entries.

1-4-1 Stock Overview After the Usage Decision


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Enter the material T-QS6## and plant 1000 as selection criteria and choose Execute. Select the storage location 0088 and choose Environment WM stocks.

Storage type: 922Storage type name: Posting Change Area

1-5 Process Posting Change Notice

Logistics Logistics Execution Internal Whse Processes Post Change Via Inventory Management Transfer Order Create From List of Posting Change Notices (LU04)

Enter the material number T-QS6## and confirm your entries. A screen appears in which all posting change notices that are outstanding for the material are displayed

Select the posting change notice you require and choose the Create trans.order pushbutton . Select the stocks in all storage types and save your data. Note the number of the transfer order:

Transfer order:________________________

Logistics Logistics Execution Internal Whse Processes Post Change Via Inventory Management Transfer Order Confirm Single Document In One Step (LT12)

Save the transfer order.

Go into the stock overview again.

Stock category: Available stock (High-rack storage area 920 pieces and Quality Assurance 80 pieces)

Storage type and name of the sample quantity: 917 Quality Assurance

1-6 Transfer of the Sample Quantity from the Work Center to the High Rack Storage Area

Logistics Logistics Execution Internal Whse Processes Stock Transfer Create Transfer Order From Stock List (LT10)

Select the storage type 917 and execute the selection for your material T-QS6## using F8.Select the quantity to be transferred and choose the Stock transf. frgrd icon. Enter the following data in the dialog box and confirm your entries:

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Storage type: 001Storage section: 001

Set the indicator Confirm immed.

Access the stock overview again: Logistics Logistics Execution Internal Whse Processes Bins and Stock Display Total Stock per Material (Warehouse Management) (LS26)

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11

SAP AG 2001

Appraisal Costs

Contents:

General - Individual QM Order

Planning of a QM Order

Activity Confirmation

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11.2

SAP AG 2001


Appraisal Costs: Unit Objectives

Create a QM order for a material

Confirm activity times in inspection lot processing

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11.3

SAP AG 2001

Appraisal Costs: Course Overview Diagram

Appraisal Costs 11








Course Overview 1



Evaluations 12

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11.4

SAP AG 2001

Appraisal Costs: Business Scenario

Our financial group wants to analyze the cost of quality inspections.

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11.5

SAP AG 2001

General QM order

1 QM order

Inspection lotInspection

lotInspection

lot

Individual QM order

1 QM orderInspection

lot

31/01 28/02 31/03 ...

Periodic settlement

23.01.

Individual settlement

Manual creationAutomatic creationat lot creation

Account assignment rulein original documentfor e.g. cost center,

customer order,...

QM Order

Activity confirmation can either take place after results recording or when the usage decision is made.

If an inspection is triggered by an order (for example, a production order), the activity confirmation is carried out using the corresponding order confirmation function.

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11.6

SAP AG 2003

Cost center

Work center

Activity types- Person- Machine

.

.

.

PriceFixed 60 EUR Variable 20 EUR

Operationcontrol key

- Costing- Insp. characteristics- Confirmation

Default values, for e.g. personnel time "required"

Planning

The work center is assigned to the operation in the task list. The operation control key determines what business processes are relevant for an operation in the

task list (for example, inspection characteristics, confirmations).

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11.7

SAP AG 2003

A

MaterialMaterial

Work center

Operation 10

Operation 20

Material

Header

Inspection characteristics

Production resources/tools

Task List Structure

You must work with task lists when confirming activities for a goods receipt inspection, because the required work center is assigned to the task list at operation level and the link to Controlling is created.

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11.8

SAP AG 2003

MaterialInspection type Account assignment rule in

inspection lot

Individual account assignment

QM Order Assign accounts to

Plant

Material class

Inspection typeMaterials

New

Copy QM Order

Cost centerCO internal order

QM Orders for Material

You can use quality management to create and assign QM orders to materials. The number of the assigned QM order is written in the inspection type in the inspection setup of the

material. An individual QM order is created for the inspection lot if the document for inspection lot creation

contains account assignment information. This applies for goods receipts for orders with account assignment. The account assignment object, for example, the cost center, is copied to the settlement rule of the individual QM order.

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11.9

SAP AG 2001

Activity recording for each operation

Activity typesfrom task list

Setup time

ConfirmedTo be confirmed

Machine time

Personnel time

. . .

. . .

. . .

. . .

. . .

. . .

mins

mins

mins

Activity Costs=

Time * Rate

Check

AM ERIC ANDOLL AR

AM ERIC ANDOLL AR

QM order

12

9

6

3

11 1

7 58 4

210

Inspection lot- Operation

Activity Confirmation

There is a user exit to assign default values for the confirmation times.

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11.10

SAP AG 2003

Appraisal Costs: Unit Summary


Collect appraisal costs in a QM order

Collect the appraisal costs incurred for one inspection lot in an single QM order

Settle the QM order in Controlling

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11.11Appraisal Costs: Exercises

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Unit: Appraisal Costs

Topic: Cost Collection for Inspection Lots using QM Orders


Prepare a material for cost recording and confirm activities

Most purchasing organizations want to record the costs caused by material inspections.

1-1 Create a QM Order Logistics Quality Management Quality Inspection Costs Order Assignment Create (QK01)

1-1-1 Create a QM order (order type QL01) and assign it to your material. Use the following data:

Plant 1000

Inspection type 01

Material T-BQ1##

Controlling area 1000

Cost center 1000

Business area 1000

Profit center 1200

1-1-2 Make a note of the QM order number.QM order: ____________________

1-2 Post a Goods ReceiptPost a goods receipt for your purchase order from exercise 1.12, Control in Procurement. The vendor only delivered 1000 pieces. Post the partial delivery.

You can also create a new purchase order for material T-BQ1## and vendor TPLM415-## and then post the goods receipt.

1-3 Record the ResultsRecord all results for your inspection lot.For which operations can you record activity times?Operations: ________________________________________

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1-4 Record the Usage DecisionIn the transaction Record Usage Decision, choose Extras Costs Cost report QM order. Display the cost report for the QM order.Make the appropriate usage decision. You can also call up the cost report as follows: Accounting Controlling Internal Orders Information System Reports for Internal Orders Line Items Orders: Actual Line Items Enter the order number and choose Execute This report will display all the line items and the corresponding costs.

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11.12 Appraisal Costs: Solutions

Unit: Appraisal Costs

Topic: Cost Collection for Inspection Lots using QM Orders

1-1 Create a QM Order

Logistics Quality Management Quality Inspection Costs Order Assignment Create (QK01)

or

Logistics Materials Management Material Master Environment QM Maintenance Functions Assign Appraisal Costs (QK01)

Enter the data below, and choose Execute.

1-1-1 Create a QM order and assign it to your material. Use the following data:

Plant 1000

Inspection type 01

Material T-BQ1##

Controlling area 1000

Cost center 1000

Business area 1000

Profit center 1200

1-1-2 Make a note of the QM order number. There are two ways to display the order number.First menu path:

Logistics Materials Management Material Master Material Display Display Current (MM03)

Enter the material, and choose the QM view and correct plant. Choose Insp. setup and examine the display for inspection type 01. The order number is displayed in the lower right hand corner.

Second menu path:

Logistics Quality Management Quality Inspection Costs Order Assignment Display (QK02)

Enter the material, plant, and inspection type, and choose Execute.

Order number: ____________________________________

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Post a goods receipt for your purchase order from exercise 1.12, Control in Procurement. The vendor only delivered 1000 pieces. Post the partial delivery.

1-3 Record Results

Record the results for your inspection lot.


For which operations can you record activity times?

Operations 20 and 30.



Display the confirmed activities in the transaction Record Usage Decision. Display the cost report for the QM order.

Extras Costs Cost report QM order

Make the appropriate usage decision.

To display detailed information about the cost report, choose:

Accounting Controlling Internal Orders Information System Reports for Internal Orders Line Items Orders: Actual Line Items (KOB1)

Enter the controlling area and order number, and choose Execute. This report will display all the line items and the corresponding costs.

You can also display the activity confirmation for an inspection lot using the following menu path: Logistics Quality Management Quality Inspection Costs Display Activity Confirmation for Insp. Lot (QK05)

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12

SAP AG 2001

Evaluations

Contents:

Vendor Evaluation

Quality Score

QMIS - Quality Management Information System

SAP Business Information Warehouse (BW)

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12.2

SAP AG 2001


Evaluations: Unit Objectives

Perform a vendor evaluation

Calculate quality scores

Call up information from QMIS and SAP BW

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12.3

SAP AG 2001

Evaluations: Course Overview Diagram

Evaluations 12








Course Overview 1


Appraisal Costs 11


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12.4

SAP AG 2001

Evaluations: Business Scenario

Vendor activities should be monitored in our company. The quality scores for inspection lots are part of the evaluation criteria.

We need a monthly report of goods received and the data from the quality inspection. We want to be able to see the number of lots created, skipped, and inspected.

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12.5

SAP AG 2001

VENDOR

EVALUATION

Price levelPrice level1

OtherOther

1

2

3

1

2

3

1

Price30%

Quality40%

Delivery20%

A Determined automatically

Service10%

Main criteria Weighting

Price behaviorPrice behavior2

Subcriteria Weighting

A

A

A GR inspection

Complaint

Audit

OtherOther

On-time reliability

Quantity reliability

Shipping instructions

OtherOther

Technology

OtherOther

%

%

%

%

%

%%%

%

%

%

%%%

%

%%%

A

A

A

A

A

A

%%%

Vendor Evaluation Key Figures

The scores for the main criteria and subcriteria give a more exact overview of the individual vendor activities than the overall score.

The vendor's scores for individual criteria can be of differing importance to different companies. The different weightings assigned to each activity allow for this.

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12.6

SAP AG 2001

Quality Score

Quality score

Basis:Inspection

lots

Basis:Inspection lot

Goods receipt

Audit score

Basis:Audit

lots

Basis:Notifications

Complaint

The three delivered subcriteria for the main criterion quality are: Goods receipt lots Audit lots Defects/notifications

An average is calculated from the key figures for these subcriteria. Customer-specific, manual criteria can also be determined.

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12.7

SAP AG 2001

Inspection Lots for Vendor Evaluation

Completedinspection lots

Canceled inspection lots

Inspection lots -origin 01

Vendor evaluation:Inspection lots

Completed inspection lots and lots that have not been canceled are used for the vendor evaluation. These inspection lots are of origin 01.

The score for the subcriterion GR inspection is the average quality score for all lots taken into consideration.

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12.8

SAP AG 2001

Relevant Quality Notifications for Vendor Evaluation

Complete notification

Caused internally

Caused externally

Vendor Evaluation:Notifications

Origin 'Q2':Complaint against the vendor

Only completed notifications with notification origin Q2 and the indicator "Caused externally" are taken into consideration.

The indicator "Caused internally/externally" is set when you complete the notification.

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12.9

SAP AG 2001

Calculating the Quality Score

No quality notificationsNo quality

notifications

RhodesBus. volume/

year1,000,000 - €

Costs for each

quality notification

500 - €

"Acceptable expense"

Share of bus. volume

0.1 (100,000 - €)

1,000,000- $ x 0.1 - (10 x 500 - $)1,000,000- $ x 0.1

= 0.95 x 100= 95%

Vendor Rhodes, material A

Damaged delivery

Nonconformity costs> 0.1 x business volumeNonconformity costs

> 0.1 x business volume10 quality notifs

Material A10 quality notifs

Material A

Max. quality score

Max. quality score

Min. quality score

Min. quality score

95% of 99 packets = 94 94 packets + 1 packet

Score for complaint against Rhodes

1 pckts

95 pckts

100 pckts

If no complaint notification was entered and the subcriterion is active, the result is a score of '100'.

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12.10

SAP AG 2001

Audit Lots for Vendor Evaluation

Completedaudit inspection lots

Average ofaudit lots

Vendor Evaluation:Audit lots

Last audit lot

Inspection lots - origin 07

OR

Completed inspection lots and lots that have not been canceled for the vendor are used to calculate the audit score. These inspection lots are of origin 07.

You can use Customizing to control whether the average of all lots or only the last audit lot is used to determine the score.

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12.11

SAP AG 2001

Evaluations in QMIS

Standard and user-defined

analyses

Information structures

(summarized data)Original data

Early Warning System

Reports

Flexible analyses

QMIS

ABAP

Report writer LIS

"What quality data can I display?"

Based on the data held in the standard information structures, various methods for analysis are offered in the QM Information System.

The standard analyses offer a tool for presenting and analyzing statistical data. SAP supplies standard analyses, which are delivered with standard settings (for example, the

drilldown). However, it is easy to adapt them to suit your requirements. You can also define individual views for the data in the QM Information System using flexible

analyses and create your own key figures.

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12.12

SAP AG 2001

Characteristics Key figuresCharacteristics Key figures157 005

398

Time frame:All data from...

to...

Time frame:All data from...

to...

VendorMaterialMonthInspection typeQuality scoresPlant

No. of lots ...Quantity ...Rate ...

Building Information Structures

The information structures provide the data on which the information system is based. The information system is made up of special statistical tables, in which data from the operative applications is continuously updated in summarized form.

Within an information structure, there are three basic information types:Characteristics, which are used as summarization criteria without time reference; for example, inspection type, vendor, material and so on.Time periods, which provide the time reference. Already at data update, data is cumulated or compressed for each time period.Key figures, which present important statistical information for an organization, such as the "mean value for the quality score", "total number of lots", "quantity of blocked stock", or the "rate of skipped lots".

From a technical viewpoint, characteristics and time periods represent the main sort keys in databases.

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12.13

SAP AG 2001

Early Warning System

"Which delivered materials caused the most problems in May?"

Information structures

(summarized data)

Material Total notifications

1

Sum

MR-675

S5-123

MR-677

TK3-MMR

TK3-SMS

S6-275

3

8

2

12

1

36

Vendor: Rhodes Inc.

List: Materials/vendors

Lines highlighted in red show exceptions

During an exception analysis, you can use the Early Warning System to display a defined exception. The exception analysis acts like a filter (only exceptions are displayed). Exceptions can be displayed in a certain color.

The Early Warning System is based on the characteristics and key figures for the QM Information System. This allows a decision-oriented selection and inspection of weak points in logistics.

The Early Warning System enables you to find exceptions and recognize defects early.

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12.14

SAP AG 2001

SAP Business Information Warehouse (BW)

Business Explorer Browser

Online Analytical Processing System(OLAP)

Online Transaction Processing System(OLTP)

InfoCubes

Source systems

Notifs

R/3

Extraction

Formatting

Presentation

Workbooks/queries

BW

Inspection lots

Inspection characs

Defect items

The SAP Business Information Warehouse (BW) is a data warehouse that contains consolidated information from internal and external sources.

SAP BW is delivered with information models, reports, and tools for the automatic extraction or loading of data.

The main elements in SAP BW are: SAP R/3 extractors Staging engine OLAP engine Administrator Workbench Business Explorer

Data extraction occurs periodically or "on demand". SAP BW training courses: BW205 (Business Information Warehouse Analysis), BW210 (BW

System Configuration), BW220 (SAP OLTP Extraction).

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12.15

SAP AG 2001

Comparison of Evaluations

Original documents QMIS SAP BW

Up-to-dateness

Area evaluations

Level of detail

Visual presentation

Concern evaluationsWorklist, to do

+

+

-

+ -

-

+

Advantages and disadvantages of the evaluation options: Original documents:

Cover a large volume of data and performance is impaired by extensive evaluationsAfter reorganization, the data cannot be directly accessed. The evaluation of archive tapes places a great demand on resources.

QMISApplication-specific functions (this means, only QM-relevant data is evaluated).Original documents can be displayed.Analyses of exceptions can be performed.

SAP BWCross-application functions (this means, data from different areas and systems can be evaluated).Tool for employees at management level.BW evaluations are like reports with a variable time reference: Month, week, quarter and so on.

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12.16

SAP AG 2001

Evaluations: Unit Summary


Recognise that one of the main criteria in the vendor evaluation is "quality". Subcriteria for “quality” include the "goods receipt inspection", "audit", and "complaint", which are given scores individually.

Explain that the Quality Management Information System (QMIS) forms part of the Logistics Information System (LIS).

Show that data from inspection processing is updated in QMIS when the characteristic is completed and the usage decision is made.

Recognise that data from notification processing and/or defects recording is updated every time you save.

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12.17 Evaluations: Exercises

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Unit: Evaluations

Topic: Vendor Evaluation and Quality Management Information System (QMIS)


Evaluate a vendor

Perform evaluations in QMIS

Vendor activities are determined based on the scores for price, quality, delivery, and service. Additional information in supplied in the Quality Management Information System based on the quality inspections and notifications.

1-1 Vendor Evaluation

Perform a vendor evaluation for your vendor TPLM415-##. The vendor is assigned to purchasing organization 1000. The main criteria should be equally weighted.

Check the subcriteria for the criterion Quality.

1-2 Time Series Representation for Quality Scores

Call up the time series representation of the quality scores for inspection lots. Use your material and vendor to limit the selection.

1-3 Quality Management Information System

Perform an evaluation for the vendors TPLM415-00 to TPLM415-30. Choose the lot-based overview.

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12.18 Evaluations: Solutions

Unit: Evaluations

Topic: Vendor Evaluation and Quality Management Information System (QMIS)

1-1 Vendor Evaluation

Perform a vendor evaluation for your vendor TPLM415-##. The vendor is assigned to purchasing organization 1000. The main criteria should be equally weighted.

Logistics Materials Management Purchasing Master Data Vendor Evaluation Maintain (ME61)

Enter the purchasing organization and vendor, and choose Continue.

Choose a weighting key with equal weighting.

Double-click on each evaluation criterion. Within each criterion, select the button Auto.new eval./Mcrit.

Examine the main criterion Quality. Check the subcriteria.

When you have updated all the criteria, save the evaluation.

or

Logistics Materials Management Purchasing Master Data Vendor Evaluation Automatic New Evaluation (ME63)

1-2 Time Series Representation for Quality Scores

Call up the time series representation of the quality scores for inspection lots. Use your material and vendor to limit the selection.

Logistics Quality Management Quality Control Key Figures Vendor Inspection Lots Quality Scores (MCVE)

Enter the vendor number and, if necessary, a material, and choose Execute.

Position the cursor on a key figure and choose View Time series.

1-3 Quality Management Information System

Perform an evaluation for the vendors TPLM415-00 to TPLM415-30. Choose the lot-based overview.

Information Systems Logistics Quality Management Key Figures Vendor Inspection Lots Quality Scores (MCVE)

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or

Logistics Quality Management Quality Control Key Figures Vendor Inspection Lots Quality Scores (MCVE)

or

Information Systems Logistics Quality Management Key Figures Vendor Inspection Characteristics General (MCVB)

or

Logistics Quality Management Quality Control Key Figures Vendor Inspection Characteristics General (MCVB)

Enter the material and delivery period, and choose Execute.

Choose the relevant view.

You can also call up additional variants:

Logistics Quality Management Key Figures Vendor Inspection Lots Overview (MCVA)

or

Logistics Quality Management Quality Control Key Figures Vendor Inspection Lots Overview (MCVA)

Enter the material or vendor, and choose Execute.

Choose the relevant view.

The data is displayed differently in each of these views and for the other selection options. Each display variant can be adapted to suit the user.

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