catalogs

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Catalogs in QM

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Catalogs

PurposeYou use catalogs to manage, uniformly define, and standardize information (for example, defect types, follow-up actions, tasks or characteristic attributes) on a client-wide or plant-wide basis.The catalogs can help you to record and subsequently evaluate qualitative data, and to describe problems.

DefinitionThe catalog contains unique, non-numerical data in the system that is defined at the client level (Code Groups) or plant level (Selected Sets).

UseYou use catalogs to manage, uniformly define, and standardize information. They can help you to record and subsequently evaluate qualitative data, and to describe problems.

Catalogs are used for the following functions. Values of qualitative characteristics. Defect characteristics (defect type and defect cause). Usage decisions. Catalog profiles for quality notification.

In the catalogs, you assign each unit of information a unique alphanumeric code and an explanatory text.

Catalog Types

Short Description Meaning

1 Characteristic attributes Use in MIC2 Tasks CAPA3 Usage decisions Ok or Not ok4 Events5 Causes Root cause6 Results of defects Effect of defect8 Activities (QM) Actions9 Defect types Type of defectA Activities (PM)B Object partsC Overview of damageD Coding Complaint type E Defect locations Which location

Integration Directly assign catalogs to master inspection characteristics. Store information at characteristic level in tasks lists with the help of catalogs. Use the catalogs to make it easier to record inspection results, defects, and defect

locations during inspection lot processing. Make usage decisions during inspection lot completion with the help of catalog 3. Use the catalogs to describe defect items, tasks, activities, and causes in quality

notifications, maintenance notifications, and service notifications.

Catalog-Code GroupCode GroupDefinitionCode groups are used to combine and structure codes within a catalog type.

UseThe assignment of codes to code groups takes place at client level.

Creating and Editing Code Groups

1. Access transaction by:

SAP Menu SAP Menu Logistics Quality Management Quality Planning Basic Data Catalog Code Group Edit.

Transaction Code QS41/43

Double click on the Transaction Code QS41 and following screen will appear.

Note: The code groups are always in display mode. Any new code group creation or changes to the existing code group is to be done first in the Golden client that generates a Request Number. This request number is then transported to the production client.

Double click on this transactions code.

2. Choose a catalog and enter a key for the code group.

To display codes that have already been created, search using the generic entry (*).Qualify the generic entry as far as possible, to optimize the system performance, when searching.If you enter a generic code group key, when creating or editing a code group, the system locks all code groups in the catalog for other users.

3. Choose Create/change or Press Enter.

Select Catalog Type

On the screen ‘Edit Catalog: Initial Screen’ enter information in the fields as specified in the table below:Initial screen: Maintain the above fields with the help of the following table.(Note: On above table, in column “R/O/C”; “R” = Required, “O” = Optional, “C” = Conditional)

Field Name Description R/O/CCatalog It represents the Catalog type for which a code is to be created. R

Code Group Code group represents the group of codes for particular Catalog Type. R

4. On the overview screen for editing code groups, proceed as follows, depending on whether you want to create or change a code group:

Enter catalog type

Code group:*

Creating a Code GroupChoose New entries

The code group table is ready for input.

Click on New entries

In the table, enter the following data:Field Name Description R/O/CKey for Code group

A key for summarizing codes and structuring a catalog according to various criteria.

R

Short text for Code group

Text up to 40 characters in length that describes the object. R

Status of the code group

This status indicates the processing status of the inspection catalog.

R

Status of Master RecordStatus EffectsBeing created You cannot use the code group yet in the master inspection characteristic

or inspection plan.Released You can use the code group in other applications.Can no longer be used

The code group is not to be used in the future. It can, however, still be in use.

Deletion flag In the deletion process, the system checks whether the code group is being used. If there is no link to the code group, then it is deleted. If there is a link, then you cannot delete the code group.When the catalog entries code and code group are first used, a usage indicator is set. This prevents these objects from being accidentally deleted.

Enter Code group Code and its short description & status as Released

CodeDefinitionCodes describe qualitative contents in machine form that can be easily processed.

UseCodes make up the lowest level of a catalog. They can describe, for example, a characteristic attribute, a defect type, a defect location or a usage decision.

Creating and Editing CodesPrerequisitesYou have already created code groups for the required catalog type.

5. On the code group overview screen, select the required code group and choose Codes.

Select the Code Group

6. On the overview screen for editing codes, proceed as follows, depending on whether you want to create or change a code:

Double Click on Code

Choose New entries

The code group table is ready for input.

Click on New entries

In the table, enter the following data:Field Name Description R/O/CCode group key A key for summarizing codes and structuring a catalog according

to various criteria.R

Short text for the code

Text up to 40 characters in length that describes the object. R

Code valuation A valuation of the code for catalog 1 for result recording. R

Follow-up action Follow-up action for catalogs 2 and 3 only. O

Defect class Defect class when catalog 1 is valuated with R (Rejected) and for catalog 9.

R

7. Choose Save.

Enter Code and its short description.

Save

Changing a Code Group

In the table, edit:Field Name Description R/O/CShort text for Code group

Text up to 40 characters in length that describes the object. R

Status of code group

This status indicates the processing status of the inspection catalog.

R

Select the Code Group

Change Code group short description & status as Released

Changing a code

Double Click on Code

Change Code short description.

Selected Set

DefinitionA selected set contains a combination of different codes at plant level, for example, coded descriptions of characteristic attributes (such as color, shape, surface characteristics), defect causes or usage decisions from different code groups.

UseYou use selected sets to combine codes from several code groups for processing that are allowed or useful for a particular application.Codes that are copied into a selected set are known as set codes.

The types of Catalog for which the selected set maintained are: 1) Characteristics Attributes (Catalog Type -1) and 2) Usage decision (Catalog Type -3)

Creating and Changing Selected Sets1. Access transaction by:

SAP Menu SAP Menu Logistics Quality Management Quality Planning Basic Data Catalog Selected Set Edit.

Transaction Code QS51/ QS53

Double click on the Transaction Code QS51 and following screen will appear.

Note: The Selected Sets are always in display mode. Any new Selected Set creation or changes to the existing Selected Set to be done first in the Golden client that generates a Request Number. This request number is then transported to the production client.

2. Choose a catalog and a plant and enter a key for the selected set.

Double click on this transactions code.

To display selected sets that have already been created, search using the generic entry (*) . Qualify the generic entry as far as possible, to optimize the system performance, when searching.

3. Choose Create/change or Enter.

Choose Catalog Type

On the screen ‘Edit Catalog: Initial Screen’ enter information in the fields as specified in the table below:Initial screen: Maintain the above fields with the help of the following table.(Note: On above table, in column “R/O/C”; “R” = Required, “O” = Optional, “C” = Conditional)

Field Name Description R/O/CCatalog It represents the Catalog type for which a code is to be created. R

PlantKey uniquely identifying a plant.

R

Selected Set A range of specific entries (code groups and codes) of a catalog. R

4. On the overview screen for editing selected sets, proceed as follows, depending on whether you want to create or change a selected set:

Creating a Selected Set

Enter Catalog Type and plant

Selected Set: *

Choose New entries

The selected set table is ready for input.

Click on New Entries

In the table, enter the following data:Field Name Description R/O/CSelected set key A range of specific entries (code groups and codes) of a catalog. RShort text for the selected set

Text up to 40 characters in length that describes the object. R

Status of the selected set

This status indicates the processing status of the inspection catalog.

R

Status of Master RecordStatus EffectsBeing created You cannot use the code group yet in the master inspection characteristic

or inspection plan.Released You can use the code group in other applications.Can no longer be used

The code group is not to be used in the future. It can, however, still be in use.

Deletion flag In the deletion process, the system checks whether the code group is being used. If there is no link to the code group, then it is deleted. If there is a link, then you cannot delete the code group.When the catalog entries code and code group are first used, a usage indicator is set. This prevents these objects from being accidentally deleted.

Creating Set CodesPrerequisites

Enter Selected Set and its short description & status as Released

You have already created selected sets for the required catalog type.

5. On the selected set overview screen, select the required selected set and choose Set codes.

Select the Selected Set

Double click on Set code

6. On the overview screen for editing set codes, proceed as follows, depending on whether you want to create or change a code:

Click on New Entries

Creating a Set CodeChoose New entries

Field Name Description R/O/CCode group A key for summarizing codes and structuring a catalog according

to various criteria.The assignment of codes to code groups takes place at client level.

R

Code Represents the lowest level within the hierarchy of catalog type, code group and code. The code can be uniquely identified only with the catalog type and code group.

R

The set code table is ready for input.

Press F4 key for the possible entries to Code Group

In the table, enter the following data:Field Name Description R/O/CCode group key A key for summarizing codes and structuring a catalog according

to various criteria.

R

Key for the code RCode valuation A valuation of the code for catalog 1 and 3. R

Defect class Defect class when catalog 1 is valuated with R (Rejected) and for catalog 9.

R

Quality score Quality score for catalog 3. R

Follow-up action Follow-up action for catalogs 2 and 3 only. O

Stock posting Proposal for the stock posting for catalog 3. O

Select the possible entries to Code Group from this possible entries window.

Press copy after selection of entries.

Field Name Description R/O/CCode Valuation Specifies the valuation of a code from the inspection catalog.

Enter the Valuation as required from one of the following:1. Accept2. Reject3. Not Valuated

R

Defect Class Categorizes the possible defects into classes according to a defect valuation based on the results caused by the defect.Defects are usually assigned to one of three classes:

1. Critical defect2. Major defect, or 3. Minor defect.

R

7. Choose Save.

Save

Changing a Selected Set

In the table, edit:Field Name Description R/O/CShort text for the selected set

Text up to 40 characters in length that describes the object. R

Status of the selected set

This status indicates the processing status of the inspection catalog.

R

Select the Selected Set

Change Selected Set short description & status as Released

Changing a Set code

Double click on Set code

In the table, edit:Field Name Description R/O/CCode group key A key for summarizing codes and structuring a catalog according

to various criteria. R

Key for the code

Text up to 40 characters in length that describes the object. R

Code valuation for catalog 1 and 3 R

Defect class when catalog 1 is valuated with R (Rejected) and for catalog 9 R

Quality score for catalog 3 R

Follow-up action

in the standard system, catalogs 2 and 3 only O

Stock posting for catalog 3 O

Display Code Groups

1. Access transaction by:

SAP Menu SAP Menu Logistics Quality Management Quality Planning Basic Data Catalog Code Group Display.

Transaction Code QS42

Choose this Catalog.

Enter Catalog. Type

Display Code group.

Select code group

Double click on Set code

Display code group

Display Selected Set

1. Access transaction by:

SAP Menu SAP Menu Logistics Quality Management Quality Planning Basic Data Catalog Selected Set Display.

Transaction Code QS52

Enter Catalog. Type and plant

Display Selected Sets

Select the selected set

Double click on Set code

Display Selected set codes

Creating and Editing Code group for Usages Decisions

1. Access transaction by:

SAP Menu SAP Menu Logistics Quality Management Quality Planning Basic Data Catalog Code Group Edit.

Transaction Code QS41/ QS43

2. Choose a catalog and enter a key for the code group.

On the screen ‘Edit Catalog: Initial Screen’ enter information in the fields as specified in the table below:Initial screen: Maintain the above fields with the help of the following table.(Note: On above table, in column “R/O/C”; “R” = Required, “O” = Optional, “C” = Conditional)

Field Name Description R/O/CCatalog It represents the Catalog type for which a code is to be created. R

Code Group Code group represents the group of codes for particular Catalog Type. R

3. Choose Create/change.

Select Catalog Type

To display codes that have already been created, search using the generic entry (*). Qualify the generic entry as far as possible, to optimize the system performance, when searching.

4. On the overview screen for editing code groups, proceed as follows, depending on whether you want to create or change a code group:

Creating a Code Group

Enter catalog type

Code group:*

Choose New entries

The code group table is ready for input.

Click on New entries

Field Name Description R/O/CKey for Code group

A key for summarizing codes and structuring a catalog according to various criteria.

R

Short text for Code group

Text up to 40 characters in length that describes the object. R

Status of the code group

This status indicates the processing status of the inspection catalog.

R

Creating and Editing Codes for Usages DecisionPrerequisitesYou have already created code groups for the required catalog type.

Enter Code group Code and its short description & status as Released

5. On the code group overview screen, select the required code group and choose Codes.

Select the code group

6. On the overview screen for editing codes, proceed as follows, depending on whether you want to create or change a code:

Double click on codes

Creating a codeChoose New entries

The code group table is ready for input.

Click on New entries

In the table, enter the following data:Field Name Description R/O/CCode group key A key for summarizing codes and structuring a catalog according

to various criteria. R

Short text for the code

Text up to 40 characters in length that describes the object. R

Follow-up action Follow-up action for catalogs 2 and 3 only. R

7. Choose Save.

Enter Code and its short description.

Save

Changing a Code groups

In the table, edit:Field Name Description R/O/CShort text for Code group

Text up to 40 characters in length that describes the object. R

Status of code group

This status indicates the processing status of the inspection catalog.

R

Select the code group

Changing a Codes

Double click code group

In the table, edit:Field Name Description R/O/CCode group key A key for summarizing codes and structuring a catalog according

to various criteria. R

Key for the code

Text up to 40 characters in length that describes the object. R

Code valuation for catalog 1 and 3 RDefect class when catalog 1 is valuated with R (Rejected) and for catalog 9 RQuality score for catalog 3 RFollow-up action

in the standard system, catalogs 2 and 3 only O

Stock posting for catalog 3 O

Creating and Changing Selected Set for Usages Decisions

1. Access transaction by:

SAP Menu SAP Menu Logistics Quality Management Quality Planning Basic Data Catalog Selected Set Edit.

Transaction Code QS51/53

2. Choose a catalog and a plant and enter a key for the selected set.

To display selected sets that have already been created, search using the generic entry (*). Qualify the generic entry as far as possible, to optimize the system performance, when searching.

3. Choose Create/change.

Select Catalog Type

4. On the overview screen for editing selected sets, proceed as follows, depending on whether you want to create or change a selected set:

Creating a Selected Set

Enter Catalog Type and plant

Selected Set: *

Choose New entries

The selected set table is ready for input.

Click on New Entries

Creating Set CodesPrerequisites

Enter Selected Set and its short description & status as Released

You have already created selected sets for the required catalog type.

5. On the selected set overview screen, select the required selected set and choose Set codes.

Select the selected set

6. On the overview screen for editing set codes, proceed as follows, depending on whether you want to create or change a code:

Double click on set code

Creating a Set CodeChoose New entries

The set code table is ready for input.

Click on New Entries

Field Name Description R/O/CCode group A key for summarizing codes and structuring a catalog according

to various criteria.The assignment of codes to code groups takes place at client level.

R

Code Represents the lowest level within the hierarchy of catalog type, code group and code. The code can be uniquely identified only with the catalog type and code group.

R

Press F4 key for the possible entries to Code Group

Select the possible entries to Code Group from this possible entries window.

Press copy after selection of entries.

Field Name Description R/O/CCode Valuation Specifies the valuation of a code from the inspection catalog. R

Quality Score A relative or normed statistical value that allows the quality to be judged, or allows a comparison with quality standards to be made.

R

Batch Status You can have the system change the batch status automatically when you make the usage decision. To do this, you must specify a proposal for the stock posting and batch status when you maintain a usage decision code.

O

Field Name Description R/O/CPosting Proposal in Usage Decision

You can define a proposal for the inventory posting at the usage decision in this field.

O

Background Processing of Stock Screen

If you set this indicator, the stock quantity that is still outstanding is automatically posted in accordance with the stock posting proposal in the usage decision code, when you save the usage decision.You can only set this indicator, after you have entered data in the field stock posting proposal.

O

Automatic Proposal for Stock PostingsYou do this by maintaining the selected set codes as follows:

Specify a stock posting proposal for a codeFor example, for the usage decision code to accept an inspection lot, you can set the stock proposal indicator so the system will automatically post the stock to unrestricted use stock.

Set the indicator for background processingIf you set this indicator for a code, the system posts the stock automatically. If you do not set this indicator, you must confirm the stock proposal manually.

Set the batch statusYou can specify that the system change or retain the current batch status with the usage decision (for example, no change to batch status, change batch status to “unrestricted,” or change batch status “restricted”).

Field Name Description R/O/CFollow-Up Action Specifies a chain of function modules that the system

automatically implements in the following situations: When making the usage decision for the inspection lot The key is defined in catalog 3 for the code in the selected

set. In tasks for a notification The key is defined in the task catalog (in the standard

system = catalog 2) for the task code. During operation completion in results recording The key is defined in the catalog 3 for the code in the

selected set.

O

7. Choose Save.

Selecting Follow-Up ActionsThe standard system contains several follow-up actions listed below, which are assigned to respective function modules in the Customizing application.The tasks for maintaining follow-up actions are carried out in the Customizing application. The follow-up actions are linked to usage decision codes. You must maintain the usage decision codes in the catalog for usage decisions (catalog type 3).The follow-up actions that have been defined in Customizing for the standard system include the following:

MAILSend a standard mail when the usage decision is made

MAIL2Send a mail with the usage decision data when the usage decision is made

MAIL3Send mail with the usage decision data and a long text when the usage decision is made

MANUALExecute follow-up action manually (no function)

If an inspection lot is rejected, you can send a mail as a follow up action, advising the purchasing department of the poor-quality delivery of goods from a vendor.

Save

Changing a Selected Set

Select the selected set

Changing a Selected Set Codes

Double click on Set code

Display Code group for Usages Decisions

Save

1. Access transaction by:

SAP Menu SAP Menu Logistics Quality Management Quality Planning Basic Data Catalog Code Group Display.

Transaction Code QS42

2. Choose a catalog and enter a key for the code group.

Enter Catalog. Type

Display Code group

Choose code group

Double click on Codes

Display Codes

Display Selected Set for Usages Decisions

1. Access transaction by:

SAP Menu SAP Menu Logistics Quality Management Quality Planning Basic Data Catalog Selected Set Display.

Transaction Code QS52

2. Choose a catalog and enter a key for the code group.

Enter Catalog. Type and plant

Display Selected Set

Select Selected set

Double click on Set code

Display Selected Set Codes

Creating and Editing Code Groups for Defect type

1. Access transaction by:

SAP Menu SAP Menu Logistics Quality Management Quality Planning Basic Data Catalog Code Group Edit.

Transaction Code QS41/QS43

2. Choose a catalog and enter a key for the code group.

3. Choose Create/change OR Enter.

Choose Catalog Type

4. On the overview screen for editing code groups, proceed as follows, depending on whether you want to create or change a code group:

Creating a Code Group

Enter catalog type

Code group:*

Choose New entries

The code group table is ready for input.

Click on New entries

In the table, enter the following dataField Name Description R/O/CKey for Code group

A key for summarizing codes and structuring a catalog according to various criteria.

R

Short text for Code group

Text up to 40 characters in length that describes the object. R

Status of the code group

This status indicates the processing status of the inspection catalog.

R

Status of Master RecordStatus EffectsBeing created You cannot use the code group yet in the master inspection characteristic

or inspection plan.Released You can use the code group in other applications.Can no longer be used

The code group is not to be used in the future. It can, however, still be in use.

Deletion flag In the deletion process, the system checks whether the code group is being used. If there is no link to the code group, then it is deleted. If there is a link, then you cannot delete the code group.When the catalog entries code and code group are first used, a usage indicator is set. This prevents these objects from being accidentally deleted.

Enter Code group Code and its short description & status as Released

Creating and Editing CodesPrerequisitesYou have already created code groups for the required catalog type.

5. On the code group overview screen, select the required code group and choose Codes.

Select the Code group

6. On the overview screen for editing codes, proceed as follows, depending on whether you want to create or change a code:

Double click on Code

Creating a CodeChoose New entries

The code group table is ready for input.

Click on New entries

In the table, enter the following data:Field Name Description R/O/CCode group key A key for summarizing codes and structuring a catalog according

to various criteria. R

Short text for the code

Text up to 40 characters in length that describes the object. R

Code valuation A valuation of the code for catalog 1 for result recording. RFollow-up action Follow-up action for catalogs 2 and 3 only. ODefect class Categorizes the possible defects into classes according to a

defect valuation based on the results caused by the defect.Defects are usually assigned to one of three classes: critical defect, major defect, or minor defect.

R

7. Choose Save.

Enter Code and its short description.

Save

Assigning a Defect Code to a Defect Class

These are used to create a defect data record for inspection characteristics that are rejected during result recording. You can assign the following defect code:

For a general rejection. For a rejection when the upper specification limit is exceeded. For a rejection when the lower specification limit is exceeded.

1. Access transaction by:

SAP Menu SAP Menu Logistics Quality Management Quality Planning Basic Data Catalog Code Group Edit.

Transaction Code QS41/QS43

The initial screen for catalog processing appears.

2. Specify catalog 9 (defects) in the catalog field and enter a key for the code group.(If you do not know the code group, you can search generically.)

3. Choose Create/change OR Enter.

Choose Catalog Type

A screen with a list of code groups appears.

4. Select a code group and choose Codes.A screen with a list of all codes in the code group appears

Enter catalog type

Code group:*

Creating a Code GroupChoose New entries

The code group table is ready for input.

Click on New entries

In the table, enter the following dataField Name Description R/O/CKey for Code group

A key for summarizing codes and structuring a catalog according to various criteria.

R

Short text for Code group

Text up to 40 characters in length that describes the object. R

Status of the code group

This status indicates the processing status of the inspection catalog.

R

Status of Master RecordStatus EffectsBeing created You cannot use the code group yet in the master inspection characteristic

or inspection plan.Released You can use the code group in other applications.Can no longer be used

The code group is not to be used in the future. It can, however, still be in use.

Deletion flag In the deletion process, the system checks whether the code group is being used. If there is no link to the code group, then it is deleted. If there is a link, then you cannot delete the code group.When the catalog entries code and code group are first used, a usage indicator is set. This prevents these objects from being accidentally deleted.

Creating and Editing Codes

PrerequisitesYou have already created code groups for the required catalog type.

5. On the code group overview screen, select the required code group and choose Codes.

Select the Code group

6. Choose the desired defect class for the code in the corresponding column.

Double click on Code

Creating a CodeChoose New entries

The code group table is ready for input.

Click on New entries

Field Name Description R/O/CDefect Class Categorizes the possible defects into classes according to a

defect valuation based on the results caused by the defect.Defects are usually assigned to one of three classes: critical defect, major defect, or minor defect.

R

Enter Code and its short description.

7. Save the data.

Save

Displaying Code Groups for Defect type

1. Access transaction by:

SAP Menu SAP Menu Logistics Quality Management Quality Planning Basic Data Catalog Code Group Display.

Transaction Code QS41

2. Choose a catalog and enter a key for the code group.

Select the Code group

Double click on Code

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