Quality Master Data Training Material

QMT140 Quality Master Data

Introductions

Agenda

1

1. Welcome & Introductions

2. Quality Management (QM) Overview

3. Manage QM Master Data

4. Manage Quality Info Records (QIRs)

5. QM Reports

6. Summary

Course Objectives

2

� After completing this course, you will be able to:

– Create, change, and track changes to QM master data

– Create, change, and track changes to the Q-info record

– Generate QM reports

Attendance - Sign In

� Please ensure you have

signed the Training

Attendance Sheet.

Logistics

– Emergencies

• Alarms

• Stairwells/Exits

– Restrooms

– Break Areas

Expectations

– Introduce the training materials� All cell phones and

pagers must be turned off

during the class.

� “Parking Lot”

Ground Rules

Ground Rules and Logistics

3

Course Format

� Tell me �� Concepts

– Instructor-delivered information you need to

know to successfully perform job-related tasks

� Show me �� Demonstrations

– Demonstrations of job-related tasks performed

in SAP

� Let me �� Exercises

– Student practice tasks performed in the

(program name) solution

� Help me �� Help/Handouts

– Training tools to assist you back on the job

Show Me

Let Me

4

Assessments

� At the end of the course, there will be a ten question assessment:

– The passing score is 80% (8 out of 10 correct)

– You can use your training materials as reference

5

Agenda

6





5. QM Reports

6. Summary

Quality Management (QM) Overview

Lesson Objectives

� Upon the completion of this lesson, you should be able to:

– Describe the Quality Management (QM) process in (program name)

– Define key (program name) terms and concepts relevant to performing QM

– Explain integration points between QM and Procurement, Planning, Production,

Inventory/Warehouse Management and Finance

8

(program name) Process Scope

9

Process Sub-process

Planning and Manufacturing

Execution

� Perform short, medium, and long range production planning

� Schedule and execute production

� Plan and maintain production related data, and reporting parameters

� Control and report production operations

Procurement � Maintain supplier certification and monitor performance

� Create and maintain purchase requisitions, and purchase materials

� Create and manage supplier contracts

� Create Supplier Network Collaboration Hub

Quality Management �Perform incoming quality assurance, and manage product disposition

�Determine discrepant material disposition

Inventory & Warehouse

Management

� Receive and put away materials – supplier, non supplier

� Manage inventory storage and movement

� Manage consignment materials and inventory program

� Plan and manage shipping

Finance � Support product costing

� Manage multiple valuation situations

� Invoice verification & accounts payable

Master Data � Manage product obsolescence

� Maintain product related data

System Benefits

� Automated cycle time metrics

� Traceability of materials in SAP

� Common definition of requirements for (name of site) sites

� Standard SAP among (name of site) sites

� Optimized workflows

� Real time information

� Data handling by electronic means

� Compliance with 21 CFR Part 11

10

The (program name) Process Map (Top Level)

Manufacturing Execution

Quality

Perform In-process

Inspection

Final Inspection /

Disposition

Perform Receiving

Inspection

Discrepant Material Disposition

Inventory /

Warehouse Mgt

Receive Materials & Services

Receive and Put Away

Product

Receive Material -

non suppliersManage Lots/Batches

Pick OrderManage Inventory, Storage &

Movement

Pack Order

Finance

Perform Transaction

Processing

Support Product Costing

Enable Payment

Procurement

Procure Materials

and Services

Manage Supplier

Agreements

Create & Maintain

Purchase Requisitions

Manage Subcontractor

Manufacturing

Maintain Approved Suppliers

Manage Supplier

Managed Inventory

Planning and

Manufacturing

Perform Demand Input

& Supply Planning

Perform Production

Planning

Schedule

ProductionExecute Production

Manage Line Replenishments

Control & Report

Production Operations

1

2

1

2

Perform Overhead

Accounting & Allocation

3

3

1

2

3

Demand

Plan

Goods Issue

To sub-con

Goods Issue To production

Goods Issue

To shipments

Supply Area replenishment

4

4

5

5 External operation

6

6

Purchased Material

Disposition

Miscellaneous Quality Processes

1Recurring

Inspection /

Samples

Maintain Suppliers Related Data

Maintain Customer Master Related Data

Maintain New Product Code Registration

Maintain Production Related Data

Calculate Order Price

Process Sales Order

Billing for Sales Order Item

Execution

Operations

Imperfection Tracking

Master Data

QM – High Level Process Integration Diagram

12

Plant, Material, and Vendor Controls

Discrepant Material

Disposition

Final Inspection Disposition

Recurring Inspection: Lot

Expiring/ed MaterialsBatches Restricted

Vendor Block/Un-Blocked

First Article Inspection established / dropped

Retained Sample Management

Manufacturing: Final QA Release for Production / Process Order

Inventory: Update batch status

Calculate Expiry Date

Manufacturing: WIP QA Release for Production / Process Order

Recurring Inspection Intervals

Batch Expiry

Vendor Block / Un-Block

First Article Inspection

Procurement: - Purchase Orders-Subcontracting

Inventory: - Goods movement

Purchase Orders / Incoming Batch

Finished ProductBatches available for Disposition

In-Process Inspection of Material Batch

X

X

Incoming: QA Disposition of material

Semi-finished materials available for production

Raw Material / Component available for production

Manufacturing:- Work Orders- Order Status

Inventory: - Goods movement

XY

Y

Nonconformance

Perform In-Process

Inspection

Perform Receiving Inspection

Miscellaneous Quality

Processes

NC’s impacting Batches & Vendors

Material Settings

Imperfection Tracking

Hold/Quarantine, Scrap, Rework, Re-inspect, Accept Decisions

Vendor QA Scorecard input

Manufacturing at RiskShip Under Quarantine

Key Terms

13

Term Definition

Batch Management Batches are subsets of the total quantity of a material held in stock.

Batches are managed separately from other subsets of the same

material

Batch Status Indicates the availability of a specific batch for use. Comprised of two

statuses: restricted use and unrestricted use. Controls usability at the

batch level

Characteristic Values Product quality characteristic specifications that are measured for

QA purposes

Doc URLs Hyper link within inspection lots to access the controlled documents

in PLM System(i.e., OTIS).

Key Terms (cont’d)

14

Term Definition

Dynamic Modification

Rule(DMR)

A master data record that contains the definition of inspection

stages(Normal, Tightened, Reduced) and conditions that lead to

inspection stage changes

Goods Movement Physical or logical movement of materials leading to a change in

stock levels or resulting in the direct consumption of the material

Inspection Lot Batch of materials subject to quality inspection. Created to document

or trigger an inspection request and used to store inspection results

and usage decisions

Inspection Plan Describe the series of processing steps that take place to inspect or

test a material in order to sample and record results

Inspection type Determines when and how an Inspection Lot is to be created


15

Term Definition

Inventory Status Comprised of three statuses: Quality Inspection, Blocked Stock,

Unrestricted Stock. Controls usability at the inventory level.

Master Data Static data which represents things, rather than events

Master Inspection

Characteristic (MIC)

Describes what needs to be inspected and defines the testing

requirements for materials and products

Material Master A data record containing all the information required to manage a

material.

Posting Change Refers to a “bookkeeping” change (a change of information) about a

particular material or batch


16

Term Definition

Qualitative Attributive parameters

Quantitative Measurable Quantifiable data

Quality Info Record

(QIR)

Record which gives information about the qualification status of a

vendor based on a material/vendor/plant combination

Sampling Procedure Defines the rules for calculating the sample size for an inspection.

Sample Scheme A sampling plan which contains information about the sample size

for a specific lot size and defines how acceptance or rejection

decisions are made and why(ANSI/AQL).

Storage Location Area within a plant where materials are stored


17

Term Definition

Usage Decision Final SAP disposition of a material based on SAP results recording

of the quality inspection. Note: formal material GxP batch release is

conducted outside of SAP via specific company procedures.

Warehouse Area within a storage location where material is stored

(program name) Quality Management

18

� (program name) deployment is implementing a basic and simple QM

configuration with minimal interfaces and enhancements

� Fully leveraging existing product lifecycle management (PLM), non-conformance

(NC), and inspection systems

� QM is established to support and standardize existing processes and terminology

across the (name of site) locations providing:

– Additional safeguards for QA in monitoring varied batch, material, vendor and order

statuses

– Additional controls over production/process orders

– Enhanced statuses for controlling batches (such as Manufacturing At Risk (MAR), Ship

Under Quarantine (SUQ), First Article Inspection (FAI)

– Automated processes (auto restrictions, HardStop, auto Usage Decision (UD)

– A direct systematic linkage and control for QA over the planning, movement, and

disposition of material

(program name) Quality Management – Key Features

� Integration with inspection systems (LIMS)

� Integration with Non-conformance systems (QERTS)

� Manual integration with PLM systems

� Direct-Ship scenarios and use of Advance Ship Notices

19

QM Integration with Materials Management

� Triggers inspections for goods movements, for example, goods receipt

� Blocks vendor actions (ordering, receiving, payments)

� Manages the inventory of goods during the inspection and remains visible for MRP planning purposes

� Carries out batch determination using characteristic values from batches (restricted/unrestricted) quality inspections

� Monitors the shelf-life of batches and the deadline for recurring inspections

� Evaluates vendors on the basis of quality using quality scores from audits, goods receipt inspections, and nonconformances

20

QM Integration with Production

� Integrates inspection planning and work scheduling

� Handles inspection characteristics and operations

� Manages quality inspections for manufacturing orders

� Triggers the creation of the finished goods inspection lot at the time of order release

– There are exceptions where the inspection lot is triggered at the time of goods

receipt

� Provides batch control when noncomformances exists

21

Quality Inspection Cycle

Maintain

Master Data

Inspect

Quality

Inspection

Record

Inspection Data

1

Inspection

Trigger

2

Usage

Decision

5

4 3

1. Maintain Master Data: The required data created and maintained in the QM module before a material or process is inspected and the result of the inspection is recorded.

2. Inspection Trigger: The prerequisite SAP transaction required to trigger the QM process and initiate the inspection lots for inspection. Usually this is a goods receipt against an incoming shipment or a production / process order release.

3. Inspect: Inspection, test, or examination of a material or documentation. Inspection and evaluation are performed externally to SAP.

4. Record Inspection Data: Recording of the qualitative (pass/fail) and quantitative results of the inspection in SAP. Specific quantitative inspection results are recorded outside of SAP. Defects or non-conforming data are captured and managed in external systems outside of SAP.

5. Usage Decision: Captures the decision on disposition of the material, based on the results of the inspection event(s).

22

Master Data

� Master data is data that is centrally stored and used across all SAP application modules and all functional areas within (name of site).

� Master data remains static over an extended period, and containsinformation that is needed often and in the same form. It is required to perform transactions such as results recording.

23

SAP SAP Document

Master DataInspection Plan

TransactionsInspection Lot

Org Structure

Plant

OutputInput

Examples QM Master Data Uses

� The following are examples of QM Master Data and their use:

– Triggers inspection lots giving quality control of batches

– Identifies where inspection is performed

– Provides planning data for inspection

– Provides re-inspection intervals

– Enables automatic usage decision

– Triggers first article inspection, dock-to-stock scenarios, and blocking of

vendor/material

– Provides data for sample management

– Supports the vendor evaluation process

24

Elements of an Inspection Plan

25

� Defines how the inspection will occur

� Made up of the following master data:

Sampling Scheme

Inspection

Plan

Inspection

Lot

Sampling Procedure

Material Master

MIC

Work Center

How(External to CR)

Where

What

Sampling Procedure

� Defines the rules on how a sample size is calculated and provides details on how inspection characteristics are evaluated(attributive, Variable, Manual) during results recording

26

Quality Information Record

� Created for a specific material-vendor-plant combination

� Uses:

– Flag a material-vendor combination

as first-article inspection (FAI)

– Designate a material-vendor

combination as dock-to-stock (no

inspection)

– Block a material-vendor

combination.

Vendor

QIR

MaterialSite

27

Inspection Lot Creation

� Inspection lots are created each time a Quality inspection is required

– Request to a work center to carry out a quality inspection

� Inspection lots can be created automatically or on demand

28

au

tom

ati

co

n d

em

an

d

01 Goods Receipt for PO – Receiving/Incoming Insp

0101 Goods Receipt for PO – First Article Inspection

04 Goods Receipt from process order or the release of a

process order

09 Recurring Inspection of Batches

08 On-Demand (creation via QA01 – not stock relevant)

08 On-Demand (creation via MIGO_TR – stock relevant)

Simple Inspection / UD Process Flow

29

GR In-coming (01)

Process Order Release (04)

GR Production (04)

On Demand(08)

Recurring(09)

Inspection Lot Trigger

Auto

Creation of IL

Posting Change Notice

(WM)

Transfer

Posting (IM)

Batch Status

Stock Status

Expiry Date

Generate IL

Lot Work List

(QA33/QE72)

Record

Results (QA32)

Stock

Posting(QA32)

Usage

Decision(QA32)

IL Closed

Abbreviations:GR – Goods Receipt

IL – Inspection Lot

IM – Inventory Management IT – Inspection Type

WM – Warehouse Management

Legend:(XXXX) Transaction

relevant for performing

the activity

Note: 08 Inspection Lot Types are triggered by a manually initiated goods transfer or a manual creation of an inspection lot.

Recording Results

30

� The documentation of quantitative and/or qualitative results for inspection performed

� Criteria for results determination and documentation is maintained/performed externally via legacy systems and processes

� Recording Results allows you to:

– Record if the result(s) is acceptable or not

– Create a history of defects for the material, product or process

– Trigger notifications to external nonconformance systems of failures

– Perform UD

Usage Decision

31

� Determines the final disposition on materials after the inspection process is completed

� Includes all materials

– Incoming

– Process/WIP

– Finished

Purpose of Usage Decision Process

32

� Change the status of a material

– Move material from quality inspection (QI) stock to blocked stock or unrestricted

stock in the inventory system

� Inventory Status Types

– Quality Inspection (QI): material quarantined pending QA decision on

status/disposition

– Blocked stock: used to isolate material from being used in the production

process or from being distributed

– Unrestricted stock: material available for use in production process and

available to be distributed

– Scrap: used to scrap material and charge the appropriate cost center. Material

is not available for planning or use.

Purpose of Usage Decision Process (cont'd)

� Change the status of a batch

– Batch statuses control the entire inventory quantity assigned to the batch,

meaning a batch can have only one of two status types

� Batch status types

– Unrestricted: the entire batch is available for use

– Restricted: the entire batch is unavailable for general use, certain ‘restrictions’

apply to the batch and manufacturing or distribution of a batch in this status is

limited

� Closes the inspection lot record in SAP

33

Set the Stage - Stock Status

34

Stock status Definition

Unrestricted Available; approved

Blocked Not available

Quality Inspection Not tested; under testing

Key Status Types

QUALITY INSPECTION

UNRESTRICTED STOCK

BLOCKED STOCK

= Unavailable for use

= Available for use

= Unavailable for use and

planning

Stock Status

UNRESTRICTED

RESTRICTED

= Available for use

= Unavailable for use

Batch Status

35

Key Status Types

36

Note: When batch status is changed to

restricted, the stock status becomes

restricted as well.

RESTRICTEDRESTRICTED

UNRESTRICTED UNRESTRICTED

QUALITY INSPECTION QUALITY INSPECTION

Stock StatusStock Status

UNRESTRICTEDUNRESTRICTED

Batch StatusBatch Status

QUALITY INSPECTIONQUALITY INSPECTION

BLOCKED BLOCKED

BLOCKED BLOCKED

RESTRICTEDRESTRICTED

Usage decision Codes - (program name)

37

UD

codesDescription Score Posting Proposal Valuation Batch status Stock status

ACCP Meets all Quality Requirements –

01/04/08

100 To Un-restricted use, Un-restricted

batch status

Accept Unrestricted Unrestricted

ALTU Meets Requirements for Reclassification – 01/04/08/09

75 To Un-restricted use, Un-restricted batch status


APAR Partial Batch Accept - Meets Qlty

reqmts

75 Accept

ARED Reset Expiry date - Meets Quality reqmts - 09

To Un-restricted use, Un-restricted batch status


ARPR Unconditional accept after Repair –

04/08


batch status


ASUQ Conditional accept-Ship under Quarantine – 04/01/08/09

90 To Un-restricted use, Blocked batch status

Accept Restricted Restricted

AUAI Unconditional acceptance-Disposition NC – 01/04/08/09

50 To Un-restricted use, Un-restricted batch status


AWRK Unconditional accept after

Rwk/Reinsp – 04/08


batch status


MAR Conditional accept InspLot - Mfg at Risk – 01/04/08

1 To Un-restricted use, Blocked batch status

Accept Restricted Restricted

RRTV Entire batch is rejected - RTV'd 1 To Blocked stock, Blocked batch

status

Reject Restricted Blocked

RRWK Entire batch rejected for Rwk/Reinsp 1 To Blocked stock, Blocked batch status


RSCP Entire batch is rejected - Scrap 1 To Blocked stock, Blocked batch

status


Note:- Block batch status means restricted batch status

Checkpoint

1. Give examples of where QM master data is used. (Select all that apply)

a. Triggers Inspection lots

b. Provides data for inspection

c. Support vendor evaluation

d. Enables automatic usage decision

2. What is the name of the (program name) QM enhancement that prevents restricted batches from being distributed to end customers?

a. Hold

b. HardStop

c. First Article Inspection

d. Distribution Hold

38

Agenda

39





5. QM Reports

6. Summary

Manage QM Master Data

Lesson Objectives

41


– Extend the quality view of the material master

– Change and maintain quality view of the material master

– Create and change inspection methods, inspection plans, work centers, and

Quality Information Records (QIR)

Master Data

� Master Data is information that is setup in SAP which does not change frequently. Examples include: Material Master, Inspection Plan, Master Inspection Characteristics(MIC).

� Transactional Data is a data record which is created frequently. It applies to specific batches or quantities

42

QM Master Data Flow

43

Work Centers

� A work center is where inspections are

conducted

– QM work centers are used in the

inspection plans

– Several inspection

characteristics(parameters like Viscosity,

pH) can be inspected in each work

center

44

CRQ1 – QM Work Center - Create

� Use transaction CRQ1 to create a new

quality management (QM) work center

� The work center designates where the

inspection occurs and is referenced in

an inspection plan

– It should be created prior to the creation

of the inspection plan

� The fields, Plant, Work center, and

Work center cat. are mandatory fields

on the initial screen

45

Exercise 3.01: CRQ1 - Create QM Work Center

46

� You need to create a quality management work center

– Watch the Demo executed by the trainer

– Complete the exercise using the Exercise Guide

– Work Instruction: CRQ1 Create QM Work Center

CRQ2 – QM Work Center - Change

� Use transaction CRQ2 to change an existing QM work center

� Reference the existing work center using the required fields, Plant and Work center on the initial screen

47

Exercise 3.02: CRQ2 - Change QM Work Center

48

� You need to change a quality management work center



– Work Instruction: CRQ2 Change QM Work Center

Document Info. Record

� Use this procedure to create a document that will be linked to an Inspection Method. (program name) uses the document to house information specific to a material's inspection plan.

– This document resides in a method that resides in an inspection plan

� When users record results, these documents are available and guide them to the relevant system where the formal Procedures are documented. The document is linked to the Inspection Method contains an embedded link.

� This document will contain a URL that links to the relevant inspection method stored in system.

49

CV01N – Document Info. Record - Create

� Use transaction CV01N to create a

document and link it to an Inspection

Method

� A document can be created from a

copy or a new one

50

Exercise 3.03: CV01N - Create Document

� You need to create a document that is linked to an inspection method



– Work Instruction: CV01N Create Document

51

CV02N – Inspection Method Document - Change

� Use transaction CV02N to update a document that is linked to an inspection method

– Use the Document field to lookup the document that requires modification

� Modifications that can be made once the document is retrieved, include the following:

– Description of the document

– Hyperlink that the document points to (Originals tab)

– Method(Object Links tab)

52

Exercise 3.04: CV02N - Change Document

� You need to change a document that is linked to an inspection method



– Work Instruction: CV02N Change Document

53

Material Master Quality Management View

� The Quality Management View

contains data required to prepare a

material for inspections when the

material is received or produced

– The settings must be activated in the

material master record in order to trigger

inspection Lots for that material

� The Quality Management View is

maintained for all material types

except for NLAG (Non-Stock Material)

54

Material Master Quality Management View (cont’d)

� Open the Inspection setup screen by clicking on the button on the Quality View

55

Material Master Quality View: Inspection Setup Screen

56

• Access the Inspection type section of the screen by clicking on thebutton on Inspection setup screen

Material Master Quality View: Inspection type Section

� The Inspection type must be selected

and activated in this section for the

material to identify when the

inspection is performed

– Inspection types used can be 01, 04, 05,

08, 09, or 0101

– Any material that are expiry relevant

should always have a 09 inspection type

associated with it.

– Every material must have 08 inspection

type active.

57

MM01 – Create Material: Master Quality View

� Use transaction MM01 to extend the

quality view in the material master and

assign the appropriate inspection

types for a given material

� Use MM01 only when the material

master for a given material has been

created and was not created with a

quality view

58

Demo 3.05: MM01 - Create Material: Extend Quality View

59

� You need to extend the quality view in the material master


– Work Instruction: MM01 Create Material – Extend Quality View

MM02 – Change Material: Quality View

� Use transaction MM02 to change the field values of the quality view in the material master for a given material

– Use when you need to add or delete inspection types, change the Auto UD

setting or change the trigger of the inspection lot creation in the quality view of a

material master

� Use the field, Material on the initial screen to search for the required material

60

Exercise 3.06: MM02 - Change Material Quality View

61

� You need to update a material master



– Work Instruction: MM02 Change Material – Change Quality View

Create Change Master Record

� Requestor initiates in SAP ECO as usual and upon SAP ECO approval, the planner or engineer will populate the change control number

� Local data owner creates a change master record in (program name)

� Parameters and validity dates are maintained in the change master record

62

CC01 - Create Change Master

� Use transaction CC01 to keep a record of all the changes for a particular object, in this case, routings

63

CC01 - Create Change Master (cont’d)

� Following are some of the critical

steps needed to create a change

master:

1. Leave Change Number field blank if

you want a system generated number

2. In the Type section, select Change

Master (only option currently available)

3. In the Function section, select Without

Release Key (only option currently

available)

4. Press Enter

11

22

33

64

66

77

88


5. Enter the Change Master Without Release Key

6. In the Description section, enter a Valid From date

7. Enter Reason for Change (Agile number)

8. Click icon in the Change no. status field and select Active to allow for

change number

9. Press Enter

77

55

65


10. Check boxes as applicable

11. Click Save – a confirmation message appears

1111

66

Exercise 3.07: CC01 - Create a Change Master Record

� You need to create a change number to create an inspection plan


– Complete the exercise using Exercise Guide

– Work Instruction: CC01 Create Change Master Record

67

Inspection Planning in (program name)

� An inspection plan is a “template” indicating how a quality inspection is to take place. Other QM master data elements like QM data in material master, inspection methods, work centers are prerequisites before you create an inspection plan.

� The inspection plan includes:

– One or more inspection operations

– Characteristics to be inspected in each operation

– The range of expected results or specifications available for each

characteristic(MIC).

– The sample calculations can be included for certain materials.

– For Quantitative results calculations may be included.

68

QP01 - Create Inspection Plan

69

� Use transaction QP01 to create an inspection plan

� An inspection plan is a comprehensive description of the inspection process for materials, including attributes, specifications, testing requirements, and sample sizes

– Once a plan is created and materials assigned to the plan, the inspections are

carried out according to the plan

Exercise 3.08: QP01 - Create Inspection Plan

70

� You need to create an inspection plan



– Work Instruction: QP01 Create Inspection Plan

QP02 – Change Inspection Plan

� Use transaction QP02 to change an

inspection plan for a specific material-

plant combination

– Update the Usage

– Update the definition

– Add a new MIC

71

Exercise 3.09: QP02 - Change Inspection Plan

72

� You need to update an inspection plan



– Work Instruction: QP02 Change Inspection Plan

QP02 – Change Inspection Plan With Quantitative

Characteristics

� Use transaction QP02 to modify an

inspection plan with quantitative

characteristics for a specific material

and plant combination

73

Exercise 3.10: QP02 - Change Inspection Plan With

Quantitative Characteristics

� You need to change an inspection plan with quantitative characteristics for a specific material and plant combination



– Work Instruction: QP02 Inspection Plan - Change

74

QP06 – Missing/Non-Usable Plans Report

� Use transaction QP06 to generate a

list of missing or non-usable inspection

plans to facilitate data cleansing

� Use the fields on the initial screen to

run a list is focused to your needs.

Examples include:

– All plants and materials

– Single material

– A range of materials in a plant

75

Exercise 3.11: QP06 – Missing/Non-Usable Plans Report

76

� You are helping to clean up inspection plans and need to generate a list of missing/non-usable inspection plans for a material



– Work Instruction: QP06 Run report of missing/non-usable inspection

QP07 – Missing or Unusable Goods Receipt Plans Report

� Use transaction QP07 to generate a list of missing or unusable goods receipt inspection plans

� A goods receipt inspection plan is considered missing if the quality view specifies an inspection type(01 and 0101 only) that has not been created for materials that have an incoming inspection type and a planned receipt within the specified lead time

– It is considered unusable if the inspection plan is incomplete or has not been

released

77

Exercise 3.12: QP07 – Missing or Unusable Goods Receipt

Plans Report

78

� You need to generate a list of missing/unusable good receipt inspection plans



– Work Instruction: QP07 Run report of missing/unusable goods receipt

inspection plans

QP60 – Inspection Plan Changes

� Use transaction QP60 to generate a

list of updates made to the inspection

plan for a specific material in a plant

� This transaction generates the change

history including type of change, date

of change and the person responsible

79

Exercise 3.13: QP60 - Display inspection plan changes

80

� You need to view a list of updates for an inspection plan



– Work Instruction: QP60 Inspection Plan Changes

QP05 – Inspection Plan - Print

� Use transaction QP05 to print an

inspection plan

� The initial screen provides various

fields such as Material, Plant, Group

etc.

� To specify the task list usage, use the

“Use” field

81

Exercise 3.14: QP05 - Generate an inspection plan printable

report

� You want to generate a printable report of an existing inspection plan



– Work Instruction: QP05 Inspection Plan - Print

82

QS31 – Inspection Method - Create

� Use transaction QS31 to create a new

inspection method

– Standard methodology to perform a test

– Describes how the inspection is to be

carried out for an inspection

characteristic

– Used as a link to the document info

records via embedded URL

83

Exercise 3.15: QS31 - Create Inspection Method

84

� You need to set up a new inspection method which indicates how the inspection is to be carried out for an inspection characteristic



– Work Instruction: QS31 Inspection Method - Create

QS32 – Create Inspection Method Version

� Use transaction QS32 to update an inspection method or to createanother version of an existing inspection method

85

Exercise 3.16: QS32 - Change Inspection Method

86

� You need to update an inspection method



– Work Instruction: QS32 Change Inspection Method

Checkpoint

87

1. What object serves as a “template” to indicate how a quality inspection is to take place? (Select the best answer.)

a. Inspection Lot

b. Usage decision

c. Inspection Plan

d. Routing

2. Where are the inspections conducted? (Select the best answer.)

a. Profit Centers

b. Work Centers

c. Costs Centers

d. Work Shops

Checkpoint

3. What transaction code is used to create inspection plans? (Select the best answer.)

a. QA01

b. MM01

c. MM03

d. QP01

88

Agenda

89





5. QM Reports

6. Summary

Manage Quality Info Records

Lesson Objectives

91


– Create Quality Info Record

– Change Quality Info record

Quality Information Record

� Created for a specific material-vendor-plant combination

� Uses:

– Flag a material-vendor

combination as first-article

inspection (FAI)

– Designate a material-vendor-plant

combination as dock-to-stock (no

inspection)

– Block a material-vendor

combination.

92

Vendor

QIR

MaterialSite

Quality Info Records (cont'd)

� (program name) uses the Quality Info Record (QIR) to:

– Block a vendor for a particular material on an as-needed basis

• Provides QA with the means to prevent ordering and receipts of materials from

specified vendors

– Flag First Article Inspection (FAI) vendor/material combinations

• Provides the business with an additional means of flagging for unique inspection

handling, materials designated as FAI (0101 inspection type and Inspection Lot User

Status of FAI)

• Provides with a safeguard to prevent FAI batches from being released until an

authorized user changes the batch status

– Flag a specific vendor, material and plant combination for dock-to-stock

handling (no inspection lot upon goods receipt)

93

Quality Info Records (cont'd)

� If a QIR is created for a material-vendor-plant combination, then a QIR must be created for each vendor of the same material for that plant to allow continued ordering on those other vendors.

– For example, three vendors supply a material, three QIRs need to be created

with the combination material-vendor-plant

� (name of site) establishes QIRs on an exception basis to block material/vendors or establish dock-to-stock models.

� (name of site) establishes QIR’s as a matter of default to facilitate dual sourcing of materials from external vendors and affiliates, whereby affiliate materials would be dock-to-stock. (name of site) will also create a QIR to block material-vendor-plant combination or establish a material-vendor-plant combination for first article inspection (FAI) handling.

94

Selected Codes for Vendor Evaluation

95

� Quality Scores associated with UD’s made for (name of site) vendors are maintained using QS52 to facilitate automated calculation of this portion of the Quality Score

� QA at (name of site) will maintain the Complaint portion of the Quality Score manually via ME61

QI01 – Quality Info Record - Create

� Use transaction QI01 to create a

quality info record (QIR) for a material-

vendor-plant combination

� Use when a material at a specific

plant, from a specific vendor should be

one of the following:

– Blocked

– Set up for "dock-to-stock

– Established for "first article inspection"

(FAI)

� To be able to create a QIR, the "QM

proc active" and the "QM control key =

ZQM1" must be populated in the

Material master quality view

96

Exercise 4.01: QI01 - Create Quality Info Record

97

� Use transaction QI01 to create a info record



– Work Instruction: QI01 Create Quality Info Record

QI02 – Quality Info Record - Change

� Use transaction QI02 to make updates to an existing quality info record (QIR) for a material-vendor-plant combination

98

Exercise 4.02: QI02 - Change Quality Info Record

� You need to change a quality info record



– Work Instruction: QI02 Change Quality Info Record

99

QDV1 – Sampling Procedure - Create

� Use transaction QDV1 to create a new sampling procedure

� A sampling procedure provides the rule for the calculation of the sample size that is required input during creation of Inspection Plan

100

Exercise 4.03: QDV1 - Create Sampling Procedure

� You need to create a sampling procedure



– Work Instruction: QDV1 - Sampling Procedure - Create

101

QDV2 – Sampling Procedure - Change

� Use transaction QDV2 to update an existing sampling procedure

� You should change only the text description for the sampling procedure.

102

Exercise 4.04: QDV2 - Change Sampling Procedure

� You need to update an existing sampling procedure



– Work Instruction: QDV2 - Sampling Procedure - Change

103

QDB1 – Assign Sampling Procedure

� Use transaction QDB1 to maintain the relationship between a Sampling Procedure and Dynamic Modification Rule

� Use when a new Sampling Procedure or a new Dynamic Modification rule has been created, and you want to link them for the inspection severity change to work

104

Exercise 4.05: QDB1 - Assign Sampling Procedure

� You need to maintain the relationship or link between a SamplingProcedure and Dynamic Modification Rule



– Work Instruction: QDB1 Change View Allowed Relationships Sampling

Procedures/Dynamic Mod Rules

105

QDB3 – Display Sampling Procedure

� Use transaction QDB3 to display the relationship between a Sampling Procedure and Dynamic Modification Rule

� Perform this procedure when you need to view the link between the two entities

106

Exercise 4.06: QDB3 - Display Sampling Procedure

� You need to display the relationship between a Sampling Procedure and Dynamic Modification Rule



– Work Instruction: QDB3

107

QDP1 – Create Sampling Scheme

� Use transaction QDP1 to create a new sampling scheme to draw samples

– Always enter a maximum sample size of 10000000000 in the sample plan

– Maintain sample plans for all the required severity levels and AQL values

108

Exercise 4.07: QDP1 - Create Sampling Scheme

� You need to create a new sampling scheme



– Work Instruction: QDP1 Create Sampling Scheme

109

QDP2 – Change Sampling Scheme

� Use transaction QDP2 to change an existing sampling scheme

� Perform this procedure when you need to:

– Add a new sample plan to the existing scheme

– Copy an existing plan and modify it to create a new plan

110

Exercise 4.08: QDP2 - Change Sampling Scheme

� You need to change an existing sampling scheme



– Work Instruction: QDP2 Change Sampling Scheme

111

Dynamic Modification Rule

� Dynamic Modification Rule contains :

– the definition of the inspection stages

– the dynamic modification time (at lot

creation or after the usage decision has

been made),

– the conditions for the inspection stage

change

� Inspection stage changes occur on the

on the basis of their acceptance or

rejection

112

QDR1 – Create Dynamic Modification Rule

� Use transaction QDR1 to create dynamic modification rule.

� The inspection scope can be varied using dynamic modification rules. A dynamic modification rule can be assigned in one of the following places:

– In the inspection plan at the header level

– In the inspection plan at the characteristic level

– In the inspection setup of the material master record at the inspection type level

113

Exercise 4.09: QDR1 - Create Dynamic Modification Rule

� You need to create new Dynamic Modification Rule



– Work Instruction: QDR1 Create Dynamic Modification Rule

114

QDR2 – Change Dynamic Modification Rule

� Use transaction QDR2 to change an existing dynamic modification rule

� One example of a modification would be a need to add an inspection severity or change the initial stage of inspection

– When adding an inspection severity, ensure that the sampling scheme

assigned to the linked sampling procedure has the same severity and AQL

value entry

115

Exercise 4.10: QDR2 - Change Dynamic Modification Rule

� You need to change the initial stage of inspection for an existing Dynamic Modification Rule



– Work Instruction: QDR2 Change Dynamic Modification Rule

116

QS21 – Create Master Inspection Characteristic

� Use transaction QS21 to create a master inspection characteristic (MIC) for a

specific plant

– When creating a new MIC, always select Released from the Status drop-down menu

– For Quantitative MIC, Use the QuantData button to enter the unit of measure for a

characteristic

117

Exercise 4.11: QS21 - Create or Update Quantitative MIC

� You need to create a quantitative master inspection characteristic (MIC) for a specific plant



– Work Instruction: QS21 Master Inspection Characteristic - Create

118

Checkpoint

119

1. What transaction code do you use to create a quality info record? (Select the best answer)

a. QA01

b. QI01

c. QA32

d. QE72

2. If a QIR is created for a material-vendor-plant combination, a QIR have to be created for each of the three vendors of the same material for that plant to allow continued ordering on those other vendors. (True or False)

a. True

b. False

Checkpoint (cont’d)

120

3. QIR’s - Quality Info Records are used to block vendors, flag first article inspections, and flag vendor, material and plant combinations. (True or False?)

a. True

b. False

4. Inspection stage changes occur on the on the basis of their acceptance or rejection. (True or False)

a. True

b. False

Agenda

121





5. QM Reports

6. Summary

QM Reports

Lesson Objectives

123


– Display inspection lot selections, catalogs, selected sets, and quality

notifications

Display Usage Decision

124

� Usage decision (UD) specifies whether the inspected goods are accepted or rejected for use

� The UD displays basic inspection lot information and UD information

� Examples of UD codes:

– ACCP: meets all quality requirements

– ALTU: meets requirements for reclassification

– ARPR: unconditional accept after repair

– ASUQ: conditional accept – ship under quarantine

– AUAI: unconditional acceptance – disposition NC

– AWRK: unconditional accept after rework/reinspection

– MAR: conditional accept – manufacture at risk

– RRWK: entire batch rejected for rework/reinspection

– RSCP: entire batch rejected - scrap

QA33 – Inspection Lot - Display Usage Decision

� Use transaction QA33 to display a

single inspection lot or a worklist of

inspection lots

� The worklist can be executed to focus

on various criteria such as batch,

material, or plant

� It can also be used to display one or

more usage decisions at the batch,

material, or plant level depending on

whether a usage decision has been

performed

125

Exercise 5.01: QA33 - Display Usage Decision

126

� You need to display a usage decision for a batch



– Work Instruction: QA33 Display inspection lot selection – Display UD

ZQM_PT_BRULE – Business Readiness Report Quality

Management

� Use transaction ZQM_PT_BRULE to

generate a business readiness report

for Quality management

– Check to see if the correct inspection

types are assigned to a material based

on procurement types

– If the assignment is incorrect, the report

checks to see if inspection plans exist

for them or not

� QA would typically run this report

when a new material is setup to check

the master data and settings against

standard business rules

127

Exercise 5.02: ZQM_PT_BRULE - Display Business

Readiness Report – Quality Management

128

� You need to obtain a business readiness report for Quality Management master data objects



– Work Instruction: ZQM_PT_BRULE Business Readiness Report – Quality

Management

QS42 – Catalog - Display

� Use transaction QS42 to display a

catalog of usage decision (UD) codes

or characteristic attributes

� Catalogs make it easier to record

inspection results during inspection lot

processing

– The catalog contains unique, non-

numerical data in the system that is

defined at client or plant level

– You can directly assign catalogs to

master inspection characteristics

129

Exercise 5.03: QS42 - Display Catalog

� You need to display a catalog of usage decision codes and characteristic attributes



– Work Instruction: QS42 Display Catalog

130

QS52 – Selected Sets - Display

� Use transaction QS52 to display

selected sets of UD codes or

characteristics for a specific plant

� In the Catalog field select one of the

following:

– Characteristic attributes to display a

selected set of characteristic attributes

that are used in results recording (such

as "PASSFAIL")

– Usage decisions to display a selected

set of UD codes

131

Exercise 5.04: QS52 - Display Selected Sets

� You need to display UDs for a specific plant



– Work Instruction: QS52 Display selected sets

132

Checkpoint

133

1. All of the following are examples of a Usage Decision except: (Select the best answer.)

a. ACCP

b. ALTU

c. ARPR

d. MARS

Agenda





5. QM Reports

6. Summary

134

Quality Master Data

Summary

Work Instruction List

� CRQ1 - Create QM Work Center

� CRQ2 - Change QM Work Center

� CV01N - Create Document

� CV02N - Change Document

� MM01 - Create Material: Extend

Quality View

� MM02 - Change Material Quality View

� CC01 - Create a Change Master

Record

� QP01 - Create Inspection Plan

� QP02 - Change Inspection Plan

� QP02 - Change Inspection Plan With

Quantitative Characteristics

� QP06 – Missing/Non-Usable Plans

Report

� QP07 - Run report of missing/unusable

goods receipt inspection plans

� QP60 - Display inspection plan

changes

� QP05 - Inspection Plan – Print

� QS31 - Create Inspection Method

� QS32 - Change Inspection Method

� QI01 - Create Quality Info Record

� QI02 - Change Quality Info Record

� QDV1 - Create Sampling Procedure

� QDV2 - Change Sampling Procedure

� QDB1 - Assign Sampling Procedure

� QDB3 - Display Sampling Procedure

136

Work Instruction List (cont'd)

� QDP1 - Create Sampling Scheme

� QDP2 - Change Sampling Scheme

� QDR1 - Create Dynamic Modification

Rule

� QDR2 - Change Dynamic Modification

Rule

� QS21 - Create or Update Quantitative

MIC

� QA33 - Display inspection lot selection

– Display UD

� ZQM_PT_BRULE - Display Business

Readiness Report – Quality

Management

� QS42 - Display Catalog

� QS52 - Display Selected Sets

137

Course Objectives Review

� You should now be able to:

– Create, change, and track changes to QM master data

– Create, change, and track changes to the Q-info record

– Generate QM reports

138

Assessments

139

� Now that you have completed the course, it is time to complete the assessment

– The passing score is 80% (8 out of 10 correct)

– You can use your training materials as reference

� Please complete the evaluation for the course prior to leaving the classroom

Evaluation

140

Documents

Quality Master Data Training Material