plm415 quality management in logistics

© SAP AG 2006

THE BEST-RUN BUSINESSES RUN SAP

© SAP AG 2006

PLM415Quality Management in Logistics

PLM415 Quality Management in Logistics

SAP ERP Central Component 6.0 (ECC 6.0) 2006/Q2 Material number: 50081018

© SAP AG 2006

Copyright 2006 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 changedwithout prior notice.

Copyright

Some software products marketed by SAP AG and its distributors contain proprietary software components of other software vendors.

Microsoft, Windows, Outlook, and PowerPoint are registered trademarks of Microsoft Corporation.

IBM, DB2, DB2 Universal Database, OS/2, Parallel Sysplex, MVS/ESA, AIX, S/390, AS/400, OS/390, OS/400, iSeries, pSeries, xSeries, zSeries, z/OS, AFP, Intelligent Miner, WebSphere, Netfinity, Tivoli, and Informix are trademarks or registered trademarks of IBM Corporation in the United States and/or other countries.

Oracle is a registered trademark of Oracle Corporation. UNIX, X/Open, OSF/1, and Motif are registered trademarks of the Open Group. Citrix, ICA, Program Neighborhood, MetaFrame, WinFrame, VideoFrame, and

MultiWin are trademarks or registered trademarks of Citrix Systems, Inc. HTML, XML, XHTML and W3C are trademarks or registered trademarks of W3C®,

World Wide Web Consortium, Massachusetts Institute of Technology. Java is a registered trademark of Sun Microsystems, Inc. JavaScript is a registered trademark of Sun Microsystems, Inc., used under license for

technology invented and implemented by Netscape. MaxDB is a trademark of MySQL AB, Sweden.

…

SAP, R/3, mySAP, mySAP.com, xApps, xApp, SAP NetWeaver and other SAP products and services mentioned 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. Data contained in this document serves informational purposes only. National product specifications may vary.

The information in this document is proprietary to SAP. No part of this document may be reproduced, copied, or transmitted in any form or for any purpose without the express prior written permission of SAP AG.

This document is a preliminary version and not subject to your license agreement or any other agreement with SAP. This document contains only intended strategies, developments, and functionalities of the SAP® product and is not intended to be binding upon SAP to any particular course of business, product strategy, and/or development. Please note that this document is subject to change and may be changed by SAP at any time without notice.

SAP assumes no responsibility for errors or omissions in this document. SAP does not warrant the accuracy or completeness of the information, text, graphics, links, or other items contained within this material. This document is provided without a warranty of any kind, either express or implied, including but not limited to the implied warranties of merchantability, fitness for a particular purpose, or non-infringement.

SAP shall have no liability for damages of any kind including without limitation direct, special, indirect, or consequential damages that may result from the use of these materials. This limitation shall not apply in cases of intent or gross negligence.

The statutory liability for personal injury and defective products is not affected. SAP has no control over the information that you may access through the use of hot links contained in these materials and does not endorse your use of third-party Web pages nor provide any warranty whatsoever relating to third-party Web pages.

© SAP AG 2006

Prerequisites

SCM500 - Processes in Procurement

SCM600 – Processes in Sales

PLM412 – Quality Planning and Inspection or

PLM405 – Quality Inspections

© SAP AG 2006

Target Audience

Audience:Project team

People from the Quality Assurance, Procurement and Sales departments

Duration: 3 days

(C) SAP AG PLM415 1-8

© SAP AG 2001

Course Overview

Course Goals

Course Objectives

Course Content

Course Overview Diagram

Main Business Scenario

Contents:


© SAP AG 2006

Course Goals

This course will prepare 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.

Understand the integration of quality management in the sales process.


© SAP AG 2006

Course Objectives

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

Understand how QM is integrated into Materials Management

Use QM control methods in procurement

Use procurement documents

Use QM-relevant functions for manufacturer processing

Use QM in conjunction with Warehouse Management

Plan inspections for deliveries and understand the subsequent effects

Change characteristic specifications using variant configuration


© SAP AG 2006

Contents

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

Unit 7 Quality Level and Usage Decision

Preface

Unit 8 Manufacturer Part Number

Unit 9 WarehouseManagement and QM

Unit 10 Quality Inspection for Outbound Delivery

Unit 11 Configuration and Inspection Specifications

Unit 12 Returns and Complaints Processing

Appendix

Handling Units and QM


© SAP AG 2006

Course Overview Diagram

QM at Goods Receipt 2

QM during Goods Movements 3

Control inProcurement 4

Procurement Documents 5

Quality Level andUsage Decision 7

Manufacturer Part Number 8

9

Quality Inspection for Outbound Delivery 10

Course Overview 1

Quality Certificates at Goods Receipt 6

Configuration and Inspection Specifications 11

Returns and Complaints Processing 12

Warehouse Management and QM


© SAP AG 2006

Main Business Scenario

Our Company wants to implement a process for quality assurance in procurement and in sales. 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.


© SAP AG 2006

QM at Goods Receipt

Contents:

Goods Receipt to Inspection Stock

Purchase Order and Goods Receipt

QM Inspection Settings in the Material Master

Inspection Plan - Material Specification

Inspection Lot Life Cycle


© 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


© SAP AG 2006

QM at Goods Receipt: Overview Diagram







9


Course Overview 1

Quality Certificates atGoods Receipt 6

Configuration and Inspection

Specifications11


Warehouse Managementand QM


© 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.


© SAP AG 2006

Purchase order

A

Goods Receipt in the Inspection Stock

Set the "Post to Inspection Stock" indicator

In the material master

In the purchase order

At goods receipt

Goods receipt

The "Post to Inspection Stock" indicator triggers automatic posting in the inspection stock. You can set the indicator at various levels. If only the "Posting in Inspection Stock" indicator is set, then no inspection lots are created in the system.

If the "Inspection Stock" indicator in the inspection setup (for example, inspection type for inspection lot origin 01 or 05) is set on the QM View in the materials master, it can not be changed when active during goods receipt.

The stock is managed in Materials Management (Inventory Management) and when the inspection type is active a transfer posting can be made exclusively using transactions for usage decision.


© SAP AG 2006

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 inspection lot in Quality Management.


© SAP AG 2001

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

Materialmaster recordQualitymanagement

AMaterial

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.


© 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


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.


© SAP AG 2006

Samplingprocedure forinspection points

Samplingprocedure forinspection points

Sampling procedureSampling procedure

Master inspectioncharacteristic

Master inspectioncharacteristic

MaterialMaterial

Productionresources/tools

Productionresources/tools

Inspection characteristicsInspection characteristics

Operation 10

MaterialMaterial

HeaderHeader

Plant levelPlant levelPlant level Client levelClient levelClient level

Work center

Comparison: Inspection Plan – Material Specification

A

MaterialMaterial

AMaterialMaterial

Inspection plan Material specification

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.


© SAP AG 2006

Inspection Lot creation

Inspection request- Material- Inspection lot

origin- Inspection type

Copy of task list- Inspection plan- Routing- Master recipe

Sampledetermination

Resultsrecording

Recording options- Summarized

recording- Single results- Classed

recording- Defects recording

Usagedecision

Inspection lotvaluation- Accepted/

rejected- 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.


© 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


Exercises

Unit: QM at goods Receipt Topic: QM Settings

At the end of this exercise 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, 200/235V) from vendor TPLM415-## .(## is your group number) To create the purchase order, use the data given below.

Field name Input Data Vendor TPLM415-##

Purchasing Organization 1000

Purchasing group 001

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 thepartial delivery. 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: _______________________________


Solutions

Unit: QM at Goods Receipt Topic: QM Settings


Logistics Materials 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: _______________________________

1-2 Post a Goods Receipt

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

or Logistics Materials 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 Logistics Materials 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 Logistics Materials Management Inventory Management Goods Movement Transfer Posting (MB1B) or Logistics Materials Management Inventory Management Goods Movement Goods Movement (MIGO) 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. Make a note of the inspection lot number. Inspection lot number: ___________________ 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

To which stock type was your material posted? Unrestricted-use stock:


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


© SAP AG 2006

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


© SAP AG 2001


QM During Goods Movements: Unit Objectives

Control the creation of an inspection lotPerform stock transfers in inspection stockChange inspection plan assignment and sample determinationCorrect the inspection lot quantityExplain the link between material documents and inspection lot


© SAP AG 2006

QM During Goods Movements: Overview Diagram







Warehouse Management and QM 9


Course Overview 1





© 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.


© SAP AG 2006

Movement Types

Customizing: View "Deactivate movement type forQM 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.


© 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 master • QM is active in the table of movement types


© SAP AG 2006

Activate Inspection Types Despite Inspection Stock

Inspection typeInspection type

ActiveGoods receipt Goods receipt ProductionProductionAuditAuditGoods issueGoods issue......

To 4.5

From 4.6Inspection types for inspection lot origin 08 (stock transfer)Inspection types for inspection lot origin 08 (stock transfer)

ActiveInspection 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.


© SAP AG 2001

Lamp

Lamp

Lamp

Inspection Lot(s) for Document Item(s)

Goods receiptPartial delivery 1

Goods receiptPartial delivery 2

Purchase order10 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 item

Only 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 material Only 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 batch Only 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.


© 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.


© SAP AG 2001

Changingpurchase

order

Mat. accomp. docsQuantity: 100 pieces

4711

Quantity: 10 piecesMaterial document

4712

LotActual qnty: 110

Insp. instructionLot 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.


© SAP AG 2001

Inspection lot origin

Inspection lot A


Inspection instructionsSample-drawing instructionDynamic modificationPhysical samples

Inspection lot A’

Sample Data

Inspection instruction

Document 4715Delivery noteOrder

Material specificationInspection plan AARouting

Sample calculation10 unitsCreation ofphysical samplesWM data

Insp. plan BSamplecalculation12 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.


© 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 document • 7: 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


© 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


Exercises

Unit: QM at Goods Movement Topic: Inspection Lot Control and Stock Movement

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

• 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. 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.


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? _________________


pieces. 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. ____________


pieces. 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? ______________


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 Change

Immediately (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. ____________________ Logistics Materials Management Inventory Management Goods Movement Transfer Posting (MB1B) or Logistics Materials Management Inventory Management Goods Movement Goods Movement (MIGO) 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.

1-3 Display the stock overview for this material. To which stock type was the material

posted? What is the storage location? Logistics Materials 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 (MDO4) 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 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. Logistics Quality Management Quality Inspection Inspection Lot Usage Decision Record (QA11) 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.


Unit: QM at Goods Movement - Part 2 Topic: Reversal of a Plan and Sample Calculation


pieces. Logistics Materials Management Inventory Management Goods Movement Goods Movement (MIGO) Find the inspection lot using the material number or 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 Logistics Materials Management Inventory Management Goods Movement Goods Movement (MIGO) Select the document and save. Logistics Quality Management Quality Inspection Inspection Lot Processing Display (QA03) The system status is LTCA (lot canceled).

1-9 Post a goods receipt for 800 pieces:

Logistics Materials Management Inventory Management Goods Movement Goods Movement (MIGO) Change the actual quantity in the inspection lot: Logistics Quality Management Quality Inspection Inspection Lot

Processing 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:


Logistics Quality Management Quality Inspection Inspection Lot Processing Display (QA03) Choose the tab page Insp. lot quantities and the pushbutton Material documents: The material document for the actual quantity correction is displayed.


pieces. Logistics Materials Management Inventory Management Goods Movement Goods Receipt For Purchase Order PO Number Known (MIGO) Check the inspection lot and the task list that was assigned. Logistics Quality Management Quality Inspection Inspection Lot Processing Display (QA03) 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 Planning 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)


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.


© 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:


© 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


© SAP AG 2006

Control in Procurement: Overview Diagram









Course Overview 1



Specifications11



© 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.


© SAP AG 2006


ActiveQM in Procurement X

QM control keyCertificate typeQM System


Quality Management viewQuality Management view

A

Material master

Technical delivery termsQuality Assurance AgreementRelease requiredCertificate required...

In the quality management view in the material master you can maintain the the specifications for procurement using the QM control key: • Technical Delivery Terms • Quality Assurance Agreement • Release required • Certificate Requirement • Block inactive • Message control for lock

You make the settings for the QM control key in Customizing under Quality Management -> QM in Logistics -> QM in Procurement -> Define Control Keys.


© 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 verification

The 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 verification The invoice is blocked, if any inspection lot for the purchase order item was rejected, or if no usage decision has been recorded.


© 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.


© SAP AG 2006

Purchaseorder - Delivery date




Goods receipt- Delivery dateGoods receipt- Delivery date

Goods receipt- Delivery dateGoods receipt- Delivery date

Source Inspection

Insp. Start date =Delivery date - Lead time

Insp. Start date=

Delivery date

Sourceinspection

Inspection lot

Quality info recordProcurement- Inspection type- Lead time

Inspection lot

Inspectionlot

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

Inspection lots for source inspection are created using a job. You can schedule this job under the menu path Logistics Quality Management Quality Inspection Work list Inspection Lot Creation Source Inspection.

Manual operation is also possible.


© 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.


© 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.


© 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".


© 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

AMaterial

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.


© SAP AG 2006

QM System

AvailableAvailable RequirementsRequirements Purchase orderPurchase order

Vendor

ISO 9002

ISO 9001

Quality info

AMaterial

Material XISO 9001 DEFECT

ISO 9002Material Y

Material XISO 9001

ISO 9002Material Y

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 a 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-to date" for the QM system can be maintained in the Q-info record. If a QM system is required by the vendor, this is checked against this date when the purchasing documents are maintained.


© SAP AG 2006

Skip for Certification

Skip-To-StockNo inspection lot

Goods receiptGoods receipt

Material doc.with status

Unrestricted-use stock


A

B B C

B

Quality 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. You can mark a QM System as certified in Customizing for QM in Procurement (Transaction QCC0Quality Managemant QM in Logistics QM in Procurement Define QM Systems).


© SAP AG 2003

Mass Maintenance of Quality Info Records

Material From 4711 to

Plant

Material class

Vendor

Only for purchasing info records

31.12.20035,000,000

Release untilReleased quantity

Available QM systemInspection 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.


© 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



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 delivery release, invoice block, and certificate requirement. Select the certificate type E21. Save your entries.

1-2 Create a new standard purchase order for today's date. Use the data given below.


Purchasing Organization

1000


Company code 1000

Delivery date Today

Plant 1000


Purchase order quantity

1000 PC

Price 1 EUR


Material T-BQ1##

What 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.

1-4 Create a Purchase Order 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 certificate receipt (Item details, PO data tab page). 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)

Field name Input Data

Invoice date Today

Posting date Today

Company code 1000

Currency EUR

Purch. order no. From exercise 1-4

Amount 1000

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 Inspection Lot

Display the inspection lot that you created at goods receipt. Make a note of the inspection lot number. 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 Recording 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? _________________________________

1-10 Invoice Verification

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. 1-12 Create a Purchase Order

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 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.


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 Change Immediately (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 E21. Save your entries.

1-2 Create a standard purchase order for today's date. Use the data given below.

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


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##

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. 1-4 Create a Purchase Order


Purchase order number: _________________________ 1-5 Post a goods receipt.

Logistics Materials Management Inventory Management Goods Movement Goods Receipt For Purchase Order PO Number Known (MIGO) Confirm the messages for the certificate 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)

Field name Input Data Invoice date Today

Posting date Today

Company code 1000

Amount 1000

Currency EUR

Purch. order no. 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. Logistics Materials Management Logistis Invoice Verification Further Processing Release Blocked Invoices (MRBR) Enter the vendor TPLM415-## and select Release Manually. Exit the selection screen using the function key F8. One of the blocking reasons is Quality.


Display the inspection lot that you created at goods receipt. Logistics Quality Management Quality Inspection Inspection Lot Processing Display (QA03) Note: The inspection lot number displayed should be the last lot you created. Make a note of the inspection lot number. Inspection lot: ____________

1-8 Record results.

Record the results for your inspection lot. Logistics Quality Management Quality Inspection Inspection Result For Operation Record (QE01) 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. Evaluate 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)


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


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? One 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 TPLM415-##. 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: _______________________


Logistics Materials Management Inventory Management Goods Movement Goods Receipt For Purchase Order PO Number Known (MIGO) Post a goods receipt for the entire quantity of item 10.

1-14 Record results.

Logistics Quality Management Quality Inspection Worklist Results Recording (QE51N) or Logistics Quality Management Quality Inspection Inspection Result For Operation Record (QE01) Record the results for your inspection lot. How many characteristics are to be inspected? 1



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


© 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


© 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


© SAP AG 2006

Procurement Documents: Overview Diagram









Course Overview 1



Specifications11



© 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.


© SAP AG 2003


Request for quotation

Goods receipt

Technicaldeliveryterms Technical

deliveryterms

Quality assurance

agreementsCertificate Certificate

requirementrequirement

Goods receipt inspectionCertificate 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.


© SAP AG 2006

Quality Documents for Supply Relationships

Procurement

Vendor

Quality documentsTechnical

delivery terms

Qualityassuranceagreements

SAPDocument

Management

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

The documents are placed in the document management system and are assigned accordingly. The assignments are made according to operational area.

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

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

- Additional data in the material master - Documents 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 can be necessary if a released document is changed.


© SAP AG 2003

Purchase Order Printout

Purchase order printout

CompanyItem 10

Material masterQM view- Technical delivery

terms- Certificate

. . . .

. . . .

. . . .

AMaterial

Quality info record- Quality

assurance agreement

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


© SAP AG 2006


ActiveQM in Procurement X

QM control keyCertificate typeQM System


Quality Management viewQuality Management view

A

Material master

Technical delivery termsQuality Assurance AgreementRelease requiredCertificate required...

In the quality management view in the material master you can maintain the the specifications for procurement using the QM control key: • Technical Delivery Terms • Quality Assurance Agreement • Release required • Certificate Requirement • Block inactive • Message control for lock

You make the settings for the QM control key in Customizing under Quality Management -> QM in Logistics -> QM in Procurement -> Define Control Keys.


© SAP AG 2006

Certificate Processing

CTypeE21

E23E22

Short textCert. of Conformity "2.1" EN 10204

Test report "2.2" EN 10204

Works test certificate "2.3" EN 10204

with insp.lot

Without insplotBlocked 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

The certificate type determines: • whether a certificate is needed for each purchase order item • whether a certificate is needed for each goods receipt • How the system reacts if the certificate is not available at goods receipt


© SAP AG 2006

Inspectionlot

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.


© SAP AG 2003

Enhanced Control for the Certificate Type

E21

E23E22

Short textCert. 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.


© SAP AG 2006

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. You can reach the overview of the quality certificates in procurement under the path Logistics -> Quality Management -> Quality Certificates -> Incoming ->Worklist (Transaction QC55).


© 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


Exercises

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 delivery 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 PLM415 5-100

Solutions

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)

Field name Input Data 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.

(C) SAP AG PLM415 5-101

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)

Field name Input Data Document QVG##

Document Type Q01

Document Part 000

Document Version 00

Include a description (short text and long text) in the document data. Save your quality assurance agreement and then change the status of your quality assurance agreement to Released. Assignment: Logistics → Quality Management → Quality Planning → Logistics Master Data → Quality Info Record: Procurement → Change (QV102) Choose the Quality agreement tab page, enter the quality assurance agreement (Q01) that you created, and save.

1-3 Change the Control Key in the Material Master

Logistics → Quality Management → Quality Planning → Logistics Master Data→ Material → Change (MM02) Material: T-BQ1## Plant: 1000 The control key is 0004 and the certificate type is E32. Save your changes in the material master.

(C) SAP AG PLM415 6-102

© 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 PLM415 6-103

© 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 PLM415 6-104

© SAP AG 2006

Quality Certificates at Goods Receipt: Overview Diagram









Course Overview 1



Specifications11


(C) SAP AG PLM415 6-105

© 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 PLM415 6-106

© SAP AG 2006

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 PLM415 6-107

© 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 PLM415 6-108

© SAP AG 2006

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, independently of the time of goods receipt. You can store the quality certificate in the optical archive.

In the first step, the incoming certificate can be filed in the optical archive as a document, document type (QMICERTPDF, for example). The system sends this information to the inbox of the employee responsible using SAP Business Workflow and the document type. The document can then be inspected and assigned to the corresponding certificate record.

Prerequisite for enhanced certificate processing: In Cutomizing, the enhanced certificate processing indicator must be set for the certificate type.

(C) SAP AG PLM415 6-109

© 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 PLM415 6-110

© 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 request Certificate 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 PLM415 6-111

© SAP AG 2006

Quality Certificates for Deliveries on the Internet

List of retrievedcertificates

List of retrievedcertificates

Log ofretrieval process

Log ofretrieval process

Planning the certificateprofile

Planning the certificateprofile

Certificateprofile

Issue customeraccess authorization

Issue customeraccess authorization

Accessauthorization

Retrieval ofcertificates

Retrieval ofcertificates Access status

Certificate creation for delivery

Certificate creation for delivery Certificate

Setting up theVendor Homepage

Setting up theVendor 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.

Each customer contact who wants to call up their certificate needs a SAP user and alias name for the delivery system. This SAP 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 PLM415 6-112

© SAP AG 2001

Certificate Transfer

Customer selects the certificates

Available certificates

(C) SAP AG PLM415 6-113

© 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 PLM415 6-114

Exercises

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)

Field Name Input Data Vendor TPLM415-##

Purchasing organization 1000


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 PLM415 6-115

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? _____________________________

(C) SAP AG PLM415 6-116

Solutions

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 Certificates → Incoming → 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 PLM415 6-117

(C) SAP AG PLM415 7-118

© 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 PLM415 7-119

© 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 PLM415 7-120

© SAP AG 2006

Quality Level and Usage Decision: Overview Diagram





QM at Goods Receipt 2 Manufacturer Part Number 8



Course Overview 1



Specifications11


(C) SAP AG PLM415 7-121

© 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 PLM415 7-122

© 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 PLM415 7-123

© 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 PLM415 7-124

© SAP AG 2006

TimeTime

Insp. stage

Tightened

Normal

Reduced

Rules for an inspection stage changeThe quality level is taken into account

Dynamic Modification RuleDynamicDynamic ModificationModification RuleRule

Dynamic Modification Rule

TimeTime

Insp. stage

Normal

Reduced

Skip

The dynamic modification rule contains the definition of inspection stages, the time of updating the quality level (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 PLM415 7-125

© SAP AG 2006

Createinspection lot

Inspectionlot

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 dynamic modification rule.

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

(C) SAP AG PLM415 7-126

© SAP AG 2003

Dynamic Modification at Usage Decision

Quality level

Quality level

Results recordingUsage decision

Create inspection

lot

Inspection lot

Characteristic valuation

Rejection

Sample determination

If you set the indicator Dynamic modification at usage decision in the dynamic modification rule, the system updates the quality level for the current inspection lot when the usage decision is made.

When the usage decision is made, the system updates the quality level based on dynamic modification in the usage decision. At this point, the system evaluates the conditions for an inspection stage change based on the dynamic modification rule and, depending on the results of the current inspection, it determines whether or not the inspection stage change should occur.

(C) SAP AG PLM415 7-127

© SAP AG 2006

Material AMaterial

QM Inspection SetupQM Inspection Setup

Post to inspection stockPost to inspection stock

Skips allowedAutomaticUsageDecision

Skip

Inspectionlot

Quality Inspection Stock


Skip-To-Stock

If the conditions for "skip-to-stock" are fulfilled (the indicators Post to Inspection Stock, Skips Allowed, Automatic Usage Decision must be set in the inspection setup), the material is immediately posted to unrestricted-use stock.

The inspection lot is completed with the usage decision. You can plan a job for the completion of skip inspection lots. (Quality Management Quality Inspection Worklist Inspection Lot Completion Automatic Usage Decision (General)).

(C) SAP AG PLM415 7-128

© SAP AG 2006

Inspectionlot

Stock

A

A BCD

Usage Decision: General

Usagedecision


Follow-up action

AcceptanceRejection

AcceptanceRejection

ScoreScore

CustomerFunctionsCustomerFunctions

An inspection is completed when the usage decision is made. In the transaction Record usage decision, you can post quantities of stock from inspection stock or goods receipt blocked stock.

(C) SAP AG PLM415 7-129

© SAP AG 2001

!!Purchasing Production

Vendor StockA

A BCD

StatisticsNo.

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 PLM415 7-130

© SAP AG 2001

1234Usage decision for each inspection lot

List of inspection lots without usage decision

List of inspection lots without rejected characteristicsMake usage decision in backgroundMake usage decision in foregroundMake usage decision manually

Usage decision for skipped inspection lots

Automatic Usage DecisionSkipped inspection lotsWithout 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 PLM415 7-131

© SAP AG 2006

Prerequisite:

Alternative unit(s) of measure must be entered in the materialStock-related inspection lot

Alternative Units of Measure in the Usage Decision

Requirement:

When performing a stock posting using the usage decision, the input of the stock quantity in the form of an alternative unit of measure should be possible

Implementation:

Use Business Add-In QEVA_ALT_QTY_INPUT

Sample implementation using function group QEVA_ALT_QUANTITY_INPUT

In usage decision transactions, as standard you can specify quantities for stock postings only in the base unit of measure of the material.

You can use the QEVA_ALT_QTY_INPUT Business Add-In to define input help (F4 help) for quantity fields on the stock screen (Inspection lot stock tab page) when making a usage decision. This allows you to enter quantities in units of measure other than the base unit of measure.

You can use BAdI methods and an implementation to define a dialog box where you can specify the quantity value for another unit of measure. This value must then be converted to the base unit of measure within the implementation. This means that in the context of usage decisions, quantities can only be transferred to inventory management in the base unit of measure.

If no alternative unit of measure is entered in the material, not input help appears for the quantity fields on the stock screen.

(C) SAP AG PLM415 7-132

© SAP AG 2006

Stock Screen in Usage Decision

Defects Characteristics Inspection lot stock

Insp.lot qtySample size

Quantity posted

TotalTo unrestricted use

To scrapTo sample usageTo blocked stockTo new materialTo reservesReturn delivery

To be posted

2008

PCPC

Quantity in Alt. Unit of Measure

To unrestricted use 20 PAC

As of SAP R/3 Enterprise Release 470x200 (PLM Extension 2.00), the function group QEVA_ALT_QUANTITY_INPUT contains coding that makes it possible to enter quantities in alternative units of measure. This coding can be used as supplied, or can serve as a template for customer-specific functions.

You can see the steps required to implement a solution using the function group QEVA_ALT_QUANTITY_INPUT in SAP Note 613717.

If the implementation is performed in accordance with SAP Note 613717, input help will be available for quantity fields on the Inspection Lot Stock tab page for inspection lots of a defined inspection type (filter in the BAdI implementation decides for which inspection types the function is activated).

The Check function allows you to check the conversion of the value. If necessary, the converted value in the quantity field can still be changed.

Stock posting is generally performed in the base unit of measure of the material.

(C) SAP AG PLM415 7-133

© 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 PLM415 7-134

© 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 rejected • All 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 PLM415 7-135

© 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 PLM415 7-136

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.

1-3 Create a Purchase Order 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. Purchase order number: _________________________

1-4 Stock Overview

Check the following stock types for your material: Unrestricted-use stock: ______________________ Quality Inspection Stock: ______________________

(C) SAP AG PLM415 7-137

1-5 Post a goods receipt. 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: Unrestricted-use stock: ______________________ Quality 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 1000, 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. Check the settings in the Usage Decision to Be Made area of the screen. Use the following settings:

Field name Input Data

UD selected set 01

UD plant 1000

UD code group 01

UD code A2

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

What is the current inspection stage? ____________________

(C) SAP AG PLM415 7-138

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

Logistics Materials Management Inventory Management Environment Stock Stock Overview (MMBE) Enter the material T-BQ1## and plant 1000 and choose Execute.

Check the following stock types for your material:

Unrestricted-use stock: ______________________

Quality Inspection Stock: ______________________

(C) SAP AG PLM415 7-139


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

Unrestricted-use stock: ______________________

Quality Inspection Stock: ______________________

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


Logistics Quality Management Quality Inspection Inspection Lot Processing Display (QA03) 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 1000, 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

Logistic Quality Managemen Quality Inspection Quality Level Display (QDL3) What is the current setting?

Inspect

(C) SAP AG PLM415 8-140

© 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 PLM415 8-141

© SAP AG 2001


Manufacturer Part Number: Unit Objectives

Describe how manufacturer part number management is integrated in QM.

(C) SAP AG PLM415 8-142

© SAP AG 2006

Manufacturer Part Number: Overview Diagram

Manufacturer PartNumber 8

QM duringGoods Movements 3







Course Overview 1



Specifications11

Returns and ComplaintsProcessing 12

(C) SAP AG PLM415 8-143

© 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.

(C) SAP AG PLM415 8-144

© 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.

(C) SAP AG PLM415 8-145

© SAP AG 2001

Manuf. part A1

Classification

Purchasing

Purchase order text

Manufacturer Part Number (MPN): Internal Material

Basic data

Material master record

ClassificationSales

PurchasingMaterials planning

ForecastWork scheduling

StorageQuality management

AccountingCosting

.....

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.

(C) SAP AG PLM415 8-146

© SAP AG 2006

QM QM processing? for 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

An 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. The MPN profile

is defined in Customizing Materials Management -> Purchasing -> Material Master -> Define Manufacturer Part Profile.

(C) SAP AG PLM415 8-147

© SAP AG 2003

QM Processing With and Without Manufacturer (1)

Internal part + vendor

Internal part + manufacturer + vendor

Internal part + manufacturer


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.

(C) SAP AG PLM415 8-148

© SAP AG 2006

QM Processing With and Without a Manufacturer (2)


Inspection lot processing/usage decision/quality level

QMIS update

Internal part + vendor + manufacturer

With manufacturer processing Without manufacturer processing

Inspection processing:Inspection processing:

(C) SAP AG PLM415 8-149

© 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.

(C) SAP AG PLM415 8-150

© 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

(C) SAP AG PLM415 8-151

(C) SAP AG PLM415 8-152

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, manufacturer part, 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.

(C) SAP AG PLM415 8-153

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?

___________________________________________________

(C) SAP AG PLM415 8-154

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). Logistics Quality Management Quality Planning Logistics Master Data

Material Change (MM02) Enter material T-BQ3##, and select the purchasing view and plant 1000. Enter the manufacturer part profile 2500 in the Other data /Manufacturer data screen area and save your changes.

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

Logistics Quality Management Quality Planning Logistics Master Data Material Create (MM01)

Material: T-ZQ3## Industry: M, Mechanical Engineering Material type: HERS, Manufacturer Parts Create the purchase view and enter a material description for the material. Enter the manufacturer T-Q415-## and the inventory-managed material T-BQ3## in the manufacturer parts section. Use the material group 003 Lighting unit. Save your new MPN material.

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

TPLM415-## for delivery today. Logistics Materials Management Purchasing Purchase Order Create

Vendor/Supplying Plant Known (ME21N) Save the purchase order. Which material appears on the purchase order? Both the manufacturer part and the internal part (material).

(C) SAP AG PLM415 8-155

1-4 Post a goods receipt for your purchase order and display the stock overview. Logistics Materials Management Inventory Management Goods Movement Goods Movement (MIGO) Select the inspection lot that was created at the goods receipt using the inpesction list. Logistics Quality Management Quality Inspection Worklist Inspection Display Data (QA33) Select the inspection lots for the manufacturer T-Q415-##. Which material number was posted to quality inspection? The inventory-managed material T-BQ3## What is the inspection lot number? ____________________

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

Logistics Quality Management Quality Inspection Worklist Results Recording (QE51N)

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

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

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. Logistics Quality Management Quality Planning Logistics Master Data

Material Change (MM02) 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 delivery to be released. Control key: 0001

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).

(C) SAP AG PLM415 9-156

© 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

(C) SAP AG PLM415 9-157

© 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 PLM415 9-158

© SAP AG 2006

Warehouse Management and QM: Overview Diagram





QM at Goods Receipt 2 Manufacturer Part Number 8



Course Overview 1



Specifications11


(C) SAP AG PLM415 9-159

© SAP AG 2006

An inspection lot that manages the stock during the inspection is created at goods receipt. Afterthe 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

(C) SAP AG PLM415 9-160

© SAP AG 2006

Goods Receipt and Inventory Management

Quality Management Warehouse Management

Post quants in GR zone

Create inspection lot

Inspection lot

WMQM

Goods receipt posting in inventory management

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.

(C) SAP AG PLM415 9-161

© SAP AG 2006

Transfer Requirement with Inspection Lot

Material: A-100Lot quantity: 100 pcs

Stock category: „Q“

Inspection lot 2367

Material: A-100Lot quantity: 100 pcs

Stock category: „Q“

Inspection lot 2367

Transferrequirement

GR area

Inspection sample 10%

Physical storage area

An inspection lot number is noted in the quant in the interim storage bin and in the transfer requirement. The system stores the interim storage bin coordinates in the inspection lot itself.

The inventory management communicates with the WM System via the interim storage bin. The goods receipts and goods issues that are posted in inventory management reduce and increase the amount of stock in the interim storage bins.

In the WM component, a transfer order (TO) is created for the transfer requirement (TR), to move the stock from the goods receipt area to the warehouse.

A transfer order can be created automatically in the background, if the relevant movement type is set in Customizing for WM (Logistics Execution Warehouse Management Activities

Transfers).

(C) SAP AG PLM415 9-162

© 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.

(C) SAP AG PLM415 9-163

© SAP AG 2001

Option 1: Situation After Creating a Transfer Order

Material: A-100

90 piecesInsp. lot: 2367

Sample: 10 pcsInsp. 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.

(C) SAP AG PLM415 9-164

© SAP AG 2006

Stock Change(transfer posting, clearing)

Stock Change(transfer posting, clearing)

Usage Decision for the Inspection Lot

Stock change with reference to

inspection lotUsage decision for an

inspectionlLot

10 pieces

A

B

Insp. lot 2367

100 pcs"Q" to

unrestricted-use WMWMQMQM

No irregularities were found during the inspection. You can use the usage decision to perform a transfer posting of the total quantity of the inspection lot (100 pieces) from inspection stock to unrestricted use stock.

The stock transfer is performed on the basis of the usage decision and a posting change notice is created in WM.

The transfer order for the posting change notice changes the stock category of the stock in WM (including the 10 pieces in the sample of the transfer requirement that is still outstanding) from "Q" (inspection stock) to "unrestricted-use". This transfer order can be created automatically in the background.

You still have an outstanding transfer requirement for the sample quantity. This transport requirement can be used to place the sample in storage.

(C) SAP AG PLM415 9-165

© SAP AG 2006

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 transport order: Logistics - Logistics Execution - Internal Whse Processes - Post

Change - Via Inventory Management - Transfer Order - Create - By Material Document (LT06)

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

• Confirm transport order: Logistics - Logistics Execution - Internal Whse Processes - Stock Transfer - Via Inventory Management - Transfer Order - Confirm - Single Document - In One Step (LT12)

• Posting change notice: Logistics - Logistics Execution - Information System - Warehouse - Posting Change Notice - Document Overview (LU04)

…

(C) SAP AG PLM415 9-166

… • 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)

• Bin Status Report:Logistics - Logistics Execution - Internal Whse Processes - Bins and Stocks - Display - Bin Status Report (LX03)

Customizing for WM: Logistics Execution - Warehouse Management

(C) SAP AG PLM415 9-167

© 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 PLM415 9-168

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

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:

(C) SAP AG PLM415 9-169

Total stock in storage bin: ___________________________ Stock category: _______________________________

(C) SAP AG PLM415 9-170

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 → Posting 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:________________________________ 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.

(C) SAP AG PLM415 9-171

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:________________________ 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:________________________________________

(C) SAP AG PLM415 9-172

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 → 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)

(C) SAP AG PLM415 9-173

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

(C) SAP AG PLM415 9-174

Solutions

Unit: Warehouse Management and QM Topic: Warehouse Management and QM

1-1 Goods Receipt for Purchase Order

Logistics → Materials Management → Inventory Management → Goods Movement → Goods Movement (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

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

(C) SAP AG PLM415 9-175

(C) SAP AG PLM415 9-176

1-3 Transportation of the Sample to the Work Center Logistics → Logistics Execution → Internal Whse Processes → Posting Change → Via Inventory Management → Transfer Order → Create→ For 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 → Posting 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

Logistics → Quality Management → Quality Inspection → Inspection Lot → Usage Decision → Record (QA11) Confirm the inspection lot number. The screen for recording the usage decision appears. Using the F4 help, choose Usage Decision Code A2 and save your data. 1-4-1 Stock Overview After the Usage Decision

Logistics → Materials Management → Inventory Management → Environment → Stock → Stock Overview (MMBE) 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: 922 Storage type name: Posting Change Area

(C) SAP AG PLM415 9-177

1-5 Process Posting Change Notice Logistics → Logistics Execution → Internal Whse Processes → Posting 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: Storage type: 001 Storage section: 001 Set the Confirm Immed. indicator. Access the stock overview again: Logistics → Logistics Execution → Internal Whse Processes → Bins and Stock → Display → Total Stock per Material (Warehouse Management) (LS26)

(C) SAP AG PLM415 9-178

(C) SAP AG PLM415 10-179

© SAP AG 2006

Quality Inspection for Outbound Delivery

Contents:

Overview

Inspection Control

Batch Split and Partial Lots

Inspection According to Specifications for Batch Determination

(C) SAP AG PLM415 10-180

© SAP AG 2006© SAP AG

Quality Inspection for Outbound Delivery: Unit Objectives


Describe the prerequisites which must be fulfilled for inspections for an outbound delivery

Maintain control data for the inspections

Create inspection lots for an outbound delivery

Check for specifications from batch determination

(C) SAP AG PLM415 10-181

© SAP AG 2006

Quality Inspection for Outbound Delivery: Overview Diagram

Warehouse Managementand QM 9QM during

Goods Movements 3







Course Overview 1



Specifications11


(C) SAP AG PLM415 10-182

© SAP AG 2006

Quality Inspection for an Outbound Delivery: Business Scenario

Our company wants to use quality inspections to ensure that only goods that meet the customer specifications for each material are delivered.

For certain customers, goods issue may only occur when the quality inspection is successfully completed.

(C) SAP AG PLM415 10-183

© SAP AG 2006

A

MaterialMaterialInsp. type 10:

Inspectionfor a delivery

Inspection lot created

Record results

Inspection lot

Accep

t

Reject

Insp. lotAcc

ept

Reject

G OA L

S T A R T Usage DecisionUsage Decision

Overview

Inspection lot

mySAP ERP Quality Management (QM) supports sales and distribution processes by executing quality inspections for goods issues.

The quality inspection for an outbound delivery is necessary to check the quality of material or product before it leaves the premises of the manufacturer or vendor. Usually, the department responsible for quality assurance at the manufacturing company performs a quality inspection to ensure that the goods are in perfect condition before they are sent to the customer.

The QM inspection is activated in the material master. If an outbound delivery for a material is created in sales and distribution, QM automatically generates an inspection lot for the delivery items relevant for inspection. The inspection lot is a request to Quality Assurance to inspect the goods.

The inspection result can be stored in the system in different ways. If the goods are damaged, defect records can be created. Measured values or attribute codes are stored as characteristic results. You plan the type of inspection and how it is to take place in the QM master data.

The usage decision completes a QM inspection. The inspected goods are accepted for use, or rejected. This is referred to as the Acceptance or Rejection of an inspection lot.

(C) SAP AG PLM415 10-184

© SAP AG 2006

Goods issue

DeliveryInspectionby theCustomer

Acceptanceby thecustomer

Goods issue

Inspection lot

Goods issue

DeliveryDispatchafterinspectioncompletion

Goods issue

Inspection lotDeliveryInspectionin paralleltoshipping

No inspectionlot

Quality Inspection Stage in Shipping

If the quality info record in sales and distribution is set up so that goods are only shipped after inspection completion, a positive usage decision must be made for an inspection lot before the goods issue can be posted. Therefore, only goods that have been accepted in a QM inspection can be dispatched.

When an inspection is performed parallel to shipping, the posting of the goods issue does not necessarily have to wait until the usage decision has been made and the goods have been accepted. Quality control can also release the inspection result after the goods have been issued.

An 'inspection by the customer' is not represented in our system; no inspection lot is created. Customers perform a source inspection of our goods at their own premises.

The inspection lot is always created for the ship-to party.

(C) SAP AG PLM415 10-185

© SAP AG 2006

When to inspect?

Customerspecifications

Quality Info Record Sales

When to inspect?

!

Inspection setup in material master

record

INSPECTION for delivery

Insp. type 10:

A

MaterialMaterial

??

Quality Info Record: Sales and Distribution

Control of QM in sales and distribution

Customer/SalesOrg/material Customer

Basic settings define that the quality inspection is to be performed 'before delivery'. However, in QM you can define your own control data for a customer or a specific combination of material and customer (quality info record for sales and distribution)

A prerequisite is the maintenance of the inspection setup in the material master record. An inspection type for delivery must be activated here, in order to trigger an inspection when the delivery is created. QM is also activated for shipping.

You may not want to structure the inspection in the same way for each customer. This is why there are different specifications for different customers. You can define the stage at which quality inspection and therefore the usage decision should take place, if it is to differ from the default value. For example, must the material be released by QM before the goods are issued, or is parallel quality control possible?

If you want to determine the stage at which quality control takes place differently for particular combinations of material and customer, you must store these specifications in the quality info record for sales and distribution. The quality info record for sales and distribution takes precedence over the customer specifications.

You can also enter the delivery category in the customer specifications and the customer info record. In this field, you can define whether the vendor for the customer involved is only released for a preliminary series or for a regular delivery. This field is only used here for information purposes.

(C) SAP AG PLM415 10-186

© SAP AG 2006

Sales Order

Usage indicatorSAMPLE

Delivery

Insp. lot

Inspection plan

•Certificateenclosed?

Task list usage Goods issue SAMPLE

Delivery

Insp. lot

Inspection plan

Sales Order

No specialusage

• PackagingOK?

Task list usage Goods issue

Quality Inspections for Each Usage

The 'usage indicator' can be set in the header or the item for the sales order. It describes whether this is a regular supply to the customer, or whether the goods are intended for a specific purpose.

In QM, inspection plans describe what is to be inspected and how. If deliveries to the customer are intended for different purposes, then the QM system can provide different inspection plans. Often, for a model delivery, quite different characteristics should be inspected before the outbound delivery than for a regular delivery of the same material.

If the appropriate settings are made in QM Customizing, each 'usage indicator' in sales and distribution is printed out as a 'delivery category' in QM. The inspection types, which the customers can define themselves, are based on this 'delivery category'. A plan usage is assigned to the inspection types. The plan usage can be defined in Customizing and assigned in the inspection plan header. Inspection types must be activated in the material master record to be used for a material.

For example, inspection plans with different task list usages are maintained for a material. A sales order is created with a usage indicator 'SAMPLE'. A delivery is created for the sales order and an inspection lot is generated. The system automatically uses the task list that is intended for a model inspection for a delivery.

(C) SAP AG PLM415 10-187

© SAP AG 2001

Prerequisites: System Settings

DlvTyBV

LF

LO

Origin

10

11

DescriptionCash sale

Delivery for order

Delivery w/o ref.

Origin06

10

10

11

12

DelivCatS

M

DescriptionSerialized parts

Sample

InspType06

10

1001

11

12

Short textInspection for returns from customer

Insp. to delivery for cust. with order

Sample delivery to customer with order

Insp. for delivery to cust. w/o order

Insp. for delivery in general

Inspection lot origin for delivery type

Inspection type for delivery category

The following settings are required in the system: In Customizing, one inspection lot origin must be entered for each delivery type. One or more inspection types are assigned to each inspection lot origin. Different inspection types can be controlled using the usage indicator for the sales order (delivery category).

(C) SAP AG PLM415 10-188

© SAP AG 1999

MaterialMaterial

Inspect with task list

Inspect substitute delivery(inspection type 1002) active

Inspection plan

Usage:Substitute delivery

Prerequisites: Material and Inspection Plan

The inspection types are entered in the material master. In Customizing, you can define your own task list usage for each inspection type. You can therefore inspect a substitute delivery of a material differently from a regular delivery.

(C) SAP AG PLM415 10-189

Exercises

Unit: Quality Inspection for Delivery Topic: Inspection Control


• Prepare a quality inspection for a delivery and perform inspection processing

An inspection should be performed on a delivery for your customer TPLM425-##.

1-1 Prerequisites

What prerequisites must be met for an inspection lot to be created for a delivery without a sales order? 1-1-1 Customizing settings

Name the necessary Customizing settings. ______________________________________________________ ______________________________________________________

1-1-2 System data settings Name the necessary settings in the master data. ______________________________________________________

1-2 Control data for sales and distribution

Normally the inspection for your customer TPLM425-## (sales organization 1020) can also be executed after the goods have been issued. However, there is an exception: An inspection must have been performed successfully for material T-FTQ1## before the goods can be issued. 1-2-1 Quality info record: sales

How must you maintain the control data for QM in sales and distribution (quality info record: sales) to ensure that this inspection is performed? ______________________________________________________ ______________________________________________________

(C) SAP AG PLM415 10-190

(C) SAP AG PLM415 10-191

1-3 Create delivery 1-3-1 Create delivery without a reference

Create a delivery without a reference and use the following data to do so: Shipping point: 1100 Delivery type: LO Sales organization: 1020 Distribution channel: 24 Column: 00 Use your customer TPLM425-## as the ship-to-party. Set the planned goods issue date at least 7 days in the future. The delivery should consist of 50 boxes of your product T-FTQ1##. Check on the Picking tab page whether the delivering plant has already been defined. If not enter plant 1100 and storage location 0002. Enter a batch and save your delivery. Delivery number: ______________________________

1-4 Post goods issue

1-4-1 Post goods issue Try to post the goods issue. Is this possible? ______________________________________________________

1-4-2Pick goods Pick the delivery and try again to post the goods issue. What happens? ______________________________________________________

1-5 Perform quality inspection

1-5-1 Results recording Perform inspection processing for the newly created inspection lot. The inspection lot number is: ______________________________________________________ What is the menu path? ______________________________________________________ Select inspection results that can be accepted, complete the characteristics by choosing Enter and save your data.

(C) SAP AG PLM415 10-192

1-5-2 Make usage decision Make the usage decision with the valuation Acceptance. How can you access the transaction for the usage decision? ______________________________________________________ What are the possible UD codes? ______________________________________________________ How do these UD codes differ? ______________________________________________________

1-6 Post goods issue – optional

Depending on the selected UD code in subtask 1-5, subtask 1-6 is not relevant. Try to repost the goods issue? Is this possible now? __________________________________________________________

1-7 Display the quality certificate for outbound delivery.

When the material T-FTQ1## is delivered to customer TPLM425-## a quality certificate must be created Due to the settings in the SAP training system, the quality certificate was automatically created when the goods issue was posted and stored via the Archive Link interface. Display the created quality certificate.

(C) SAP AG PLM415 10-193

(C) SAP AG PLM415 10-194

Solutions

Unit: Quality Inspection for Delivery Topic: Inspection Control

1-1 Prerequisites

1-1-1 Customizing settings Tools → Customizing → IMG → Edit Project (SPRO)→ SAP Reference IMG → Quality Management → Quality Inspection → Inspection Lot Creation → Inspection at Shipping → Assign Inspection Lot Origin to Delivery Type In the table, the following data must be maintained:

Field Value

DlvTy LO

Origin 11

Tools → Customizing → IMG → Edit Project (SPRO)→ SAP Reference IMG → Quality Management → Quality Inspection → Inspection Lot Creation → Inspection at Shipping → Assign Inspection Type to Delivery Category In the table, the following data must be maintained:

Field Value

Origin 11

DeliveryCat

Inspection Type 11

You can also reach QM Customizing using the transaction QCC0.

1-1-2 System data settings

Logistics → Quality Management → Quality Planning → Logistics Master Data → Material → Display (MM03)

(C) SAP AG PLM415 10-195

In the inspection setup in the Quality Management view for the material T-FTQ1##, the Active indicator must be set in the inspection type 11.

(C) SAP AG PLM415 10-196

1-2 Control data for sales and distribution 1-2-1 Quality info record: Sales and Distribution

Logistics → Quality Management → Quality Planning → Logistics Master Data → Quality Info Record: SD → Create (QV51) Enter the following data on the initial screen and choose the Control data pushbutton:

Field Value

Customer TPLM425-##

Sales org. 1020

Choose the Customer specs. pushbutton. Set the After delivery indicator and confirm your entries by choosing Enter. Choose the New info record… pushbutton. Enter the following data on the screen that appears and choose Continue.

Field Value

Material T-FTQ1##

Quality Inspections

Before delivery

Save your data.

1-3 Create delivery

1-3-1 Create delivery without a reference Logistics → Sales and Distribution → Shipping and Transportation → Outbound Delivery → Create → Single Document → Without Order Reference (VL01NO) On the initial screen, enter the following data and choose Enter:

Field Value

Shipping point 1100

Delivery type LO

Sales org. 1020

Distribution channel

24

(C) SAP AG PLM415 10-197

Division 00

In the Create Delivery Without a Reference overview screen enter the following data:

Field Value

Ship-to party TPLM425-##

Planned GI 7 days from today

Material T-FTQ1##

Delivery quantity 50

Confirm your details by pressing enter. Then choose the Picking tab page. On the Picking tab page, enter the following data and confirm your entries by choosing Enter.

Field Value

Plant 1100

SLoc 0002

Use the field-related input help to enter the batch FTQ-## using the material T-FTQ1## in the Batch field. Save your delivery and note the number of your delivery.

1-4 Post goods issue

1-4-1 Post goods issue Logistics → Sales and Distribution → Shipping and Transportation → Outbound Delivery → Change → Single Document (VL02N) On the initial screen, enter the number of your delivery and choose the Post goods issue pushbutton. The goods issue cannot be posted yet, because the delivery has not been picked up yet and the inspection lot status does not allow good issue.

(C) SAP AG PLM415 10-198

1-4-2 Pick goods Logistics → Sales and Distribution → Shipping and Transportation → Outbound Delivery → Change → Single Document (VL02N) On the initial screen, enter the number of your delivery and confirm your entry by choosing Enter. Choose the Picking tab page. In the Pick quantity field, enter the value 50 and then save your delivery. Choose the Post goods issue pushbutton. The goods issue cannot be posted yet, as the inspection lot status does not allow you to do this (no inspection results have been recorded and the usage decision has not been made). In the quality info record sales it was predefined that before outbound delivery (that means before the posting of the goods issue) a quality inspection must be carried out.


1-5-1 Results recording Logistics → Quality Management → Quality Inspection → Worklist → Results Recording (QE51N) or Logistics → Quality Management → Quality Inspection → Inspection Result→ For Delivery in SD → Record (QE14) Or Logistics → Quality Management → Quality Inspection → Inspection Results → For Operation → Record (QE01) On the QE51N selection screen, enter the following data and choose Execute:

Field Value

Plant 1100


11

Material T-FTQ1##

Make a note of the inspection lot number. Use the field-related input help to record the result OK for your inspection lot in the Result field. Complete the characteristics by choosing the Close pushbutton. Save your data.

(C) SAP AG PLM415 10-199

1-5-2 Make usage decision Double-click on the inspection lot number. In the UD code field, use the field-related input help to select the UD code with the valuation Acceptance and then save your data.

In the SAP training system the UD codes A and A60 (among others) are applied. With UD code A60 a follow-up action is assigned in the selected set. Using this follow-up action the outbound delivery is called up in change mode after saving the usage decision. In this way, the goods issue for outbound delivery can be posted immediately after making the acceptance decision, and a quality certificate for outbound delivery can also be created If you select the UD code A60, you do not need to do exercise 1-6. No follow-up action is assigned to the UD code A in the selected set.

1-6 Post goods issue – optional Logistics → Sales and Distribution → Shipping and Transportation → Outbound Delivery → Change → Single Document (VL02N) On the initial screen, enter the number of your delivery and choose the Post goods issue pushbutton. The goods issue can now be posted. You can display the status of the delivery by choosing Environment → Document Flow.

1-7 Display the quality certificate for outbound delivery.

Logistics → Quality Management → Quality Certificate → Outgoing → Certificate Creation → Display Archive → For Delivery Item (QC31) On the initial screen enter the number of your delivery and the item. Use the document type QMOCERT Exit the initial screen using the function key F8. in the Business Document Navigator you can display the certificate created for the delivery item by double-clicking on the PDF symbol.

The quality certificate contains in this example characteristic data for preliminary products and for the finished product as well as the result of the goods issue inspection that was carried out.

(C) SAP AG PLM415 10-200

(C) SAP AG PLM415 10-201

© SAP AG 2006

DeliveryDelivery Quantity

100 L

900001 M1 C1 20 L900002 M1 C2 80 L

10 M1

Order10 Material : M1 100 L

Batch


100 L10 M1

Batch Split

Batch selection

Batch Split

You can specify a batch in the order item for a material to be handled in batches, (whether a material is handled in batches is shown in the material master record on the screens Purchasing and Storage 1). When the sales order is delivered, the batch is copied to the delivery and can no longer be changed.

If no batch is specified in the sales order, you can enter a batch in the delivery on the Picking overview screen. You must specify a batch at the latest when the goods are issued.

You must use the batch split function, if the delivery quantity of an item is made up of different batches. Batches are split as follows: • Manually on the batch split screen for the delivery item • Automatically using automatic batch determination, when a delivery is created.

(The automatic batch determination function must be active in the delivery item category). • Using manually triggered batch determination on the batch split screen • Using the Warehouse Management system

Batch Management is dealt with in detail in course SCM595.

(C) SAP AG PLM415 10-202

© SAP AG 2006


100 L

900001 M1 C1 20 L900002 M1 C2 80 L

10 M1

Inspection lot Material M1 100 L

Partial lot 1 Batch C1

Operation 10 Visual check

Characteristic - packaging

20 L

Partial lot 2 Batch C2

Operation 10 Visual check

Characteristic - packaging

80 L

Batch Split and Partial Lots

A partial lot can be created for each batch split item. Inspection results are recorded for each partial lot. There are two ways to make the usage decision:

A manual usage decision can be made for each partial lot. The partial lot usage decisions are made automatically when an overall usage decision is

made. The goods can then be issued if all partial lot usage decisions are OK.

(C) SAP AG PLM415 10-203

© SAP AG 2003

Quality Inspection for Outbound Delivery

Inspection for Outbound Delivery

Partial Lot 1

Partial Lot 2

Insp. Lot

Batch 471128 l

Requires: 50 l acetic acid

Goods Issue

Insp. Lot 1 Insp. Lot 2

Goods Issue

Outbound delivery, delivery item 0010Split item 900001 and 90002

Batch 471222 l

Batch 471128 l

Batch 471222 l

Requires: 50 l acetic acidOutbound delivery, delivery item 0010

Split item 900001 and 90002

Inspection for Outbound Delivery

Variant A Variant B

As of SAP R/3 Enterprise release 470x200 (PLM Extension 2.00), you can perform the quality inspection for an outbound delivery according to variant A or variant B. In the inspection setup, you can define if partial lots are to be formed in the case of a batch split in the outbound delivery, or if a dedicated inspection lot is to be created for each batch split item.

In the inspection types for the inspection lot origins 10 (delivery to customer with sales order), 11 (delivery to customer without sales order), and 12 (general delivery), the field for controlling inspection lot creation has been enhanced. You can make the following settings: • One inspection lot for each main item: An inspection lot is created for the main item. A

partial lot is created for every batch split item (variant A). • One inspection lot for each batch split item: An inspection lot is only created for the

main item if the main item has a batch. An inspection lot is created for every batch split item as soon as the batch is known. This setting only affects materials subject to management in batches (variant B).

In variant A, the inspection lot number is in the details of the main item of the outbound delivery. In the details for the batch split item, you can find both the partial lot number and the inspection lot number. There is no batch in the inspection lot header.

(C) SAP AG PLM415 10-204

In variant B, the inspection lot number is only contained in the details of the main item if the main item also has a batch. Otherwise, the inspection lot number is in the details for the batch split item. The batch is in the inspection lot header.

(C) SAP AG PLM415 10-205

© SAP AG 2006

Inspection According to Specifications for Batch Determination

2 < ρ < 5

'Characteristic:Density (ρ)

1 < ρ < 8

Inspection lotCH 010:

Density (ρ)2 < ρ < 5

Copy

Inspection planCH010 - Density (ρ)

1 < ρ < 8Sales OrderDeliveryDensity2 < ρ < 5

Inspection lot

Condition techniqueStrategy recordCharacteristic:Density

An inspection according to the specifications from the batch determination is possible for the inspection types of inspection lot origin 10, 11, and 12.

A prerequiste for this (among others) is the "Inspect by batch" indicator for the inspection type in the material. If you set this indicator, the specifications defined in the batch determination are taken into account for the quality inspection. These specifications have priority over those from a material specification or task list.

The system only copies such specifications to the inspection lot, if a connection between the class characteristic and a master inspection characteristic exists.

(C) SAP AG PLM415 10-206

Exercises

Unit: Quality Inspection for Delivery Topic: Batch Split and Partial Lots


• Record a delivery with a batch split

The desired quantity must be split into more than one batch.

1-1 Create delivery

1-1-1 Create delivery with batch split Create a new delivery without reference to your customer TPLM425-99 and material T-FTQ1##. Use the current date + 2 days as the planned goods issue date Further data for the outbound delivery. Shipping point: 1100 Delivery type: LO Sales organization: 1020 Distribution channel: 24 Division: 00 Delivery quantity: 1200 boxes Plant: 1100 Storage location: 0001 Save your delivery. What is your delivery number? ______________________________________________________

1-1-2 Display your delivery: Which batch of material T-FTQ1## is delivered to the customer? And in what quantities? Batch:____________________ Split:_______________ Batch:____________________ Split:_______________

(C) SAP AG PLM415 10-207

1-2 Define pickings and transfer order.

For the goods to be transported from the warehouse to the shipping zone, a transport order must be created for the delivery. You can create this transport order in a subsequent function when processing the outbound delivery, or with pickings. Create the transport order and use the following data: Warehouse number: 011 Plant: 1100 Process Flow: System-guided Adopt pick quantity: 2 Save your data.


1-3-1 Results recording Perform inspection processing. What is your inspection lot number? _____________________________________________________ Record inspection results and close the characteristics.

1-3-2 Make usage decision Complete the inspection lot using the usage decision A, Acceptance. Which options are available in this inspection lot for the usage decision? ______________________________________________________ ______________________________________________________

1-4 Display quality certificate for delivery item

Display the quality certificate for the delivery item.

(C) SAP AG PLM415 10-208

Solutions

Unit: Quality Inspection for Delivery Topic: Batch Split and Partial Lots

1-1 Create delivery

1-1-1 Create delivery with batch split Logistics → Sales and Distribution → Shipping and Transportation → Outbound Delivery → Create → Single Document → Without Order Reference (VL01NO) On the initial screen, enter the following data and choose Enter:

Field Value

Shipping point 1100

Delivery type LO

Sales org. 1020


24

Division 00 On the overview screen, enter the following data and confirm your entries by choosing Enter:

Field Value

Ship-to party TPLM425-99

Planned GI Current date +2 days

Material T-FTQ1##

Delivery quantity 1200 Save the delivery.

(C) SAP AG PLM415 10-209

1-1-2 Display delivery Choose Logistics → Sales and Distribution → Shipping and Transportation → Outbound Delivery → Display (VL03N) On the initial screen enter your delivery number. Select the item and choose the pushbutton batch split. Batch:____________________ Split:_______________ Batch:____________________ Split:_______________

1-2 Define pickings and transfer order. Choose Logistics → Sales and Distribution → Shipping and Transportation → Outbound Delivery → Change → Single Document (VL02N) On the initial screen enter your delivery number. Choose Enter. Choose Subsequent functions → Create transport order. Warehouse number: 011 Plant: 1100 Delivery. Your delivery number. Process Flow: System-guided Adopt pick quantity: 2 Save your data.


1-3-1 Results recording Logistics → Quality Management → Quality Inspection → Worklist → Results Recording (QE51N) or Logistics → Quality Management → Quality Inspection → Inspection Result→ For Delivery in SD → Record (QE14) or Logistics → Quality Management → Quality Inspection → Inspection Results → For Operation → Record (QE01) On the QE51N selection screen, enter the following data and choose Execute:

Field Value

Plant 1100


11

Material T-FTQ1##

(C) SAP AG PLM415 10-210

Use the field-related input help to record the result OK for your inspection lot in the Result field. Complete the characteristics by choosing Enter. Save your data.

According to the settings in the inspection type 11 in the materials master for the material T-FTQ1##, partial lots are used for the batch split item.

1-3-2 Make usage decision Double-click on the inspection lot number. In the UD code field, use the field-related input help to select the UD code Acceptance and then save your data. Alternative: Double-click on the inspection lot number, select the Partial lots… pushbutton, select the two partial lots and choose the Find UD code pushbutton. Select the UD code Acceptance, choose Continue and then save your data.

1-4 Display the quality certificate for the delivery item.

Logistics → Quality Management → Quality Certificate → Outgoing → Certificate Creation → Display Archive → For Delivery Item (QC31) On the initial screen enter the number of your delivery and the item. Use the document type QMOCERT Exit the initial screen using the function key F8. In the Business Document Navigator you can display the certificate created for the delivery item by double-clicking on the PDF symbol.

The quality certificate in this example contains characteristic data for preliminary products and for the finished product. You can also display the quality certificate for the delivery item from the delivery itself.. Logistics → Sales and Distribution → Shipping and Transportation → Outbound Delivery → Display (VL03N) On the initial screen enter your delivery number. Choose Enter. Select the item in the outbound delivery and then choose the menu path Extras → Delivery Output → Item Mark the output as output type LQCA. Display the original using the Further Data pushbutton.

According to the specifications in the Quality info record: Sales and Distribution for customer TPLM425-99, the goods issue can be posted before the usage decision is made for the inspection lot of the outbound delivery.

(C) SAP AG PLM415 10-211

(C) SAP AG PLM415 10-212

© SAP AG 2006

Quality Inspection for Outbound Delivery: Unit Summary

Describe the prerequisites which must be fulfilled for inspections for an outbound delivery

Maintain control data for the inspections

Create inspection lots for an outbound delivery

Check for specifications from batch determination


The following dependencies can be set between QM and sales and distribution: • An inspection can be performed in different ways, depending on the usage indicator from

the sales order. • The QM inspection can be expected before or during the goods delivery. If an inspection

lot is rejected, you can prevent the goods issue from being delivered if necessary.

(C) SAP AG PLM415 10-213

(C) SAP AG PLM415 11-214

© SAP AG 1999

Overview

Inspection According to Configuration

Configuration and Inspection Specifications

Contents:

(C) SAP AG PLM415 11-215



Represent special customer requirements for a product using the configuration

Perform inspections based on configurable characteristics

Configuration and Inspection Specifications: Unit Objectives

(C) SAP AG PLM415 11-216

© SAP AG 2006

Configuration and Inspection Specifications:Course Overview Diagram


Goods Movements 3







Course Overview 1




(C) SAP AG PLM415 11-217

© SAP AG 2006

A customer wants to order a particular product with a configuration of specified characteristics.

You have to create a production order for the sales order, and perform an inspection during production for the customer-defined specifications.

Configuration and Inspection Specifications: Business Scenario

(C) SAP AG PLM415 11-218

© SAP AG 2006

Sales Order Production

Quantities, agreements, etc.

Shipping

Manufacture and inspect according to configuration

Certificate... <10 ppm... >97,5 %Delivery,

inspectionpossible

Configuration: Characteristics, limits

Make-To-Order Production

The characteristics required by the customer are specified in the configuration in the sales order.

This enables characterics for an inspection during production to be inspected according to the specification of the custoner

The limits that are used for the inspection are based on the configuration. When goods are shipped, a certificate can be included to document that the goods comply with the customer specification.

(C) SAP AG PLM415 11-219

© SAP AG 2006

Production

Batch determination: Characteristics, limits

Quantities,agreements, etc.

Shipping

Manufacture,inspect & place

in storage

Sales Order

Delivery, inspection possible

Certificate

... <10 ppm... >97,5 %

Make-To-Stock Production

The product is manufactured and inspected according to your own specifications. Batch determination in the sales order or in the delivery can take place according to customer-specific requirements.

An additional inspection can be performed for the delivery. When goods are shipped, a certificate can be included to document that the goods comply with the customer specification (for example, specifications from the batch determination or multiple specifications).

(C) SAP AG PLM415 11-220

© SAP AG 2006

Salesorder

Materials planning

Goodsreceipt

Productionplanning

ShippingMaterialsManagementProductionSales &

Distribution

Productionorder Delivery

Insp. lot

Insp. lot

Insp. lot

Sales and Distribution Logistics (1)From Sales Order to Delivery

The characteristics are configured in the sales order and passed on using the logistics supply chain.

If the material is manufactured internally, the characteristic specifications from the configuration can be used for inspection types of inspection lot origin 03 (in-process inspection for the production order) and inspection lot origin 04 (final inspection when the goods are received from production).

Characteristic specifications from configuration are not considered in inspection lots for an outbound delivery.

(C) SAP AG PLM415 11-221

© SAP AG 2006

Salesorder

Materialsplanning

Goodsreceipt

Productionplanning

ShippingMaterialsManagement

ProductionSales &Distribution

Purchaseorder Delivery

Insp. lot

Insp. lot

Sales and Distribution Logistics (2)From Sales Order to Delivery

The characteristics are configured in the sales order and passed on using the logistics supply chain.

If the material is procured externally, the characteristic specifications from the configuration can be used for inspection types of inspection lot origin 01 (receiving inspection when goods are received for the purchase order).

Specifications from the batch determination can be taken into account in inspection lots for outbound delivery.

(C) SAP AG PLM415 11-222

© SAP AG 2006

?What ispossible ?

?

??

?

Configuration and Inspection Specifications

Options for characteristic specifications from the variant configuration

Control of required/optional characteristics

Additional inspectioncharacteristics

Influence on limits for existing inspection characteristics

Master inspection characteristics can be changed from a "required characteristic" to an "optional characteristic".

Additional characteristics can be generated in the inspection lot. The limits can be changed for existing characteristics.

(C) SAP AG PLM415 11-223

© SAP AG 2006

Material master

Classificationsystem

ClassificationsystemTask list /

SpecificationTask list /

Specification

ConfigurationprofileConfigurationprofile

Master

inspection

characteristicsMaster

inspection

characteristics

Prerequisites from the QM View

Material master Basic data 2: Material can be configured indicator Classification: Assignment of a class from the class type 300 QM Inspection setup: Inspection type with indicator Insp. by configuratn

Insp. by configuratn is possible for the inspection types of inspection lot origin 01, 03, and 04. Classification System

Class characteristics Class of class type 300

Configuration profile Master inspection characteristics with link to class characteristics Routing/rate routing/master recipe/inspection plan

(C) SAP AG PLM415 11-224

© SAP AG 2003

Master inspection characteristics


Analysis

C - content: 0.15 - 0.19%

Mn - content: 0.45 - 0.60%

Sales order

Customer

Material no.

4713

Miller

Steel sht 300 x

Production order 4715

...

Operation 10

Operation 20

Steel sheet 300 x 700

Routing

CH10 C- content : 0.15 - 0.19%

Material no.; steel sheet 300 x 700Op. 10Op. 20

CH20 Mn- content: 0.45 - 0.70%

CH10 C- content : 0.15 -0.19%

Insp. lot 4718

Op. 20

CH20 Mn- content: 0.45 -0.60%

Inspection lot

Characteristic Specifications from the Variant Configuration

In the above example, a sales order contains characteristic specifications that do not correspond to the characteristic specifications for the appropriate (standard) routing. However to ensure that the customer specifications correspond, the production order is processed using the specifications from the sales order. During this process, the system checks whether there is a variant-configured characteristic (in this case, Mn- content). The characteristic specifications are copied from the variant configuration to the routing. When the production order is released, these characteristic specifications are copied into the inspection lot.

You can use characteristics from the variant configuration as a source for characteristic specifications in the inspection lot.

As a prerequisite, each class characteristic must be linked to a master inspection characteristic.

(C) SAP AG PLM415 11-225

© SAP AG 2003

Configuration

CH10Class: Steel sheet

CH20

Specification

CH10

Material no.: Steel sheet

CH20

Task list

CH10

Material no.: Steel sheet

Op. 10Op. 20

CH20

Inspection

lot

Inspection lot

Characteristic Specifications: Which Takes Precedence?

Which one when?

If characteristic specifications are used from the configuration, you must inspect with a task list and/or a material specification.

If specifications from both the variant configuration and the task list or material specification apply to a particular characteristic, the specifications from the variant configuration take precedence over those from the task list or the material specification.

Characteristics that are valuated for the configuration, but which do not exist in the task list or material specification, are also inspected.

(C) SAP AG PLM415 11-226

© SAP AG 2003

Analysis

C - content 0.15 - 0.19%

Sales order

Customer

Material no.

4713

Miller

Steel sht 300

(Finished) assembly 4715

CH 10 C - content 0.15 - 0.19%

Operation 20

Routing

CH10 C- content : 0.15 -0.19%


CH20 Mn- content: 0.45 -0.70%

CH10 C- content : 0.15 -0.19%

Insp. lot 4718

Op. 20

CH20 Mn- content: 0.45 -0.70%

Optional characteristicOptional characteristic

Inspection lot

Required characteristicRequired characteristic

Valuation in Configuration

If a class characteristic is not valuated during the configuration and if the associated master inspection characteristic is defined as a required characteristic in the task list or material specification, this characteristic becomes an optional characteristic in the inspection lot.

(C) SAP AG PLM415 11-227

© SAP AG 2003

Adding Characteristics



Analysis

C - content: 0.15 - 0.19%

Mn - content: 0.45 - 0.60%

Sales order

Customer

Material no.

4713

Miller

Steel sht 300 x

Production order 4715

Operation 10

Operation 20

Steel sheet 300 x 700

Routing

CH10 C- content : 0.15 - 0.19%


CH10 C- content : 0.15 -0.19%

Insp. lot 4718

Op. 20

MK9000 Mn - content: 0.45 - 0.60%

Inspection lot

Your customer wants to have another characteristic inspected that is not in the routing. To automatically add the characteristic, you link the corresponding class characteristic from the configuration to the appropriate master inspection characteristic.

The characteristic is assigned to the last operation in the inspection lot.

(C) SAP AG PLM415 11-228

© SAP AG 2003

Configuration and Inspection Specifications:Unit Summary


Influence inspection characteristics within the configuration

Overwrite planned inspection specifications with customer-specific specifications

Add characteristics or change them from "required" to "optional"

(C) SAP AG PLM415 11-229

(C) SAP AG PLM415 11-230

Exercises

Unit: Configuration and Inspection Specifications

Topic: Inspect According to Configuration


• Perform an inspection based on the configuration for the sales order

If required, you produce your product T-HTKQ1## in make-to-order production. The specifications according to which the inspection should be performed are redefined each time.

1-1 Check for configuration of sales order

1-1-1 Create sales order Create a standard order (order type TA) for sold-to party TPLM425-## and your material T-HTKQ1##. Sales org. 1020 Distribution channel 24 Division 00 Purchase order number PLM415-## Delivery plant 1100 Order quantity 1100 g What is the configuration of the characteristics and their valuation? ______________________________________________________ ______________________________________________________

1-1-2 Scheduling Schedule the process order for the current date (scheduling type 4). ______________________________________________________

1-1-3 Save order Save your sales order. What is the order number? ______________________________________________________

1-1-4 Number of the process order

(C) SAP AG PLM415 11-231

What is the number of the process order that the system created and where can you find this number? ______________________________________________________

1-1-5 Change process order Enter the batches RTQ-## in your process order for your materials T-RTAQ## and T-RTBQ##. Release the process order. Make a note of the inspection lot number and save your process order. ______________________________________________________

1-1-6 Results recording Record results for the inspection lot from exercise 1-1-5. The last operation is QM-relevant. What is the number of this operation? ______________________________________________________ According to which limits are you inspecting? ______________________________________________________ ______________________________________________________

(C) SAP AG PLM415 11-232

Solutions

Unit: Configuration and Inspection Specifications

Topic: Inspect According to Configuration 1-1 Check for configuration of sales order

1-1-1 Create sales order Logistics → Sales and Distribution → Sales → Order → Create (VA01) On the initial screen, enter the following data and choose Enter:

Field Value

Order type TA

Sales org. 1020


24

Division 00

On the overview screen, enter the following data and confirm your entries by choosing Enter:

Field Value

Sold-to party TPLM425-##

Purch. order no. PLM415-##

Deliver.plant 1100

Material T-HTKQ1##

Order quantity 1100

UoM g

The screen for the characteristic valuation appears. Make a note of the characteristics, change the characteristic valuation as you require and make a note of the configuration. Melting Point: ______________________________________

(C) SAP AG PLM415 11-233

Purity: ___________________________________________

(C) SAP AG PLM415 11-234

1-1-2 Scheduling Go back using the green arrow (F3). In the general header data for the process order, enter the following data in the Scheduling screen area and confirm your entries by choosing Enter:

Field Value

Type Current date

1-1-3 Save the order

Save your data without processing the incomplete document again and make a note of the number.

1-1-4 Number of the process order Logistics → Sales and Distribution → Sales → Order → Display (VA03) On the initial screen, enter the number of your sales order and choose Enter. Choose the Item overview tab page, select item 10 and choose the Schedule lines for item icon. Select the schedule line and choose the Process order pushbutton. You now switch to the process order. Make a note of the number of the process order.

You can also display the process order just after it has been created using the following menu path: Logistics → Production - Process → Process Order → Process Order → Display (COR3). After you save the sales order, you can also display the process order using the following menu path: Logistics → Production - Process → Process Order → Reporting → Order Information System → Process Order Information System (COOISPI). Enter you material number and choose Execute.

(C) SAP AG PLM415 11-235

1-1-5 Change process order Logistics → Production - Process → Process Order → Process Order → Change (COR2). Enter the number of your process order and choose the Materials pushbutton. In the material list, enter the following data for your materials T-RTAQ## and T-RTBQ## and confirm your entries by choosing Enter:

Field Value

Batch RTQ-##

Choose the pushbutton with the green flag to release the process order. Choose the Header (pushbutton with the hat) pushbutton and then choose the Assignment tab page. In the Assignments screen area, you can see the number of inspection lot that has been created. Make a note of the inspection lot number and save your process order.

You can also display the inspection lot number just after saving the process order under the following menu path: Logistics → Quality Management → Quality Inspection → Inspection lot →Processing → Display (QA03).

(C) SAP AG PLM415 11-236

1-1-6 Results recording Logistics → Quality Management → Quality Inspection → Worklist → Results Recording (QE51N) or Logistics → Quality Management → Quality Inspection → Inspection Result→ For Delivery in SD → Record (QE14) or Logistics → Quality Management → Quality Inspection → Inspection Results → For Operation → Record (QE01) In the QE51N selection screen, on the Inspection Lot tab page, enter the following data and choose Execute:

Field Value

Inspection lot Your inspection lot number

Make a note of the number of the inspection operation. In the Operations field, you can find the inspection specifications for the inspection characteristics from the configuration that you maintained in the sales order.

(C) SAP AG PLM415 12-237

© SAP AG 1999

Returns and Complaints Processing

Contents:

Quality Notification for Customer Complaint

Inspection for Return Delivery

(C) SAP AG PLM415 12-238


Returns and Complaints Processing: Unit Objectives


Process a customer complaint using a quality notification

Check a returned product using an inspection lot

(C) SAP AG PLM415 12-239

© SAP AG 2006

Returns and Complaints Processing:Course Overveiw Diagram


Goods Movements 3







Course Overview 1



Specifications11


(C) SAP AG PLM415 12-240

© SAP AG 2003

A customer complains about a delivered product.You have to process this complaint and implement the appropriate tasks.

The delivered goods are returned. When the goods are received, you create an inspection lot to check whether the goods really are faulty.

Returns and Complaints Processing: Business Scenario

(C) SAP AG PLM415 12-241

© SAP AG 2006

Inspection

Goods receipt

Complaint

Inspection, usagedecision

Return

Quality notification

SAP Business Workflow

...

Returns and Complaints Processing

The complaint can be represented in a quality notification. All of the functions of the quality notification are available.

A link to the Workflow helps you to process the complaint. If goods are returned, an inspection can be performed at their receipt. Different follow-up functions can take place, depending on the result of the inspection.

(C) SAP AG PLM415 12-242

© SAP AG 2006

Returns and Complaints

The customer complains about the

delivered goods

Customer complaint is recorded

Returns are processed

Sorry, but the machine you delivered is faulty.

OK. Please return the machine to us so that we can examine it.

Repairor exchange?

mySAP ERP Quality Management supports the process for returns and repairs processing (RMA - Return Material Authorization) alternatively using the functions for: • Quality Inspection • Quality Notification

When working with quality notifications, you can use a customer complaint to: • Enter a complaint in the system • Initiate complaint-based returns

(C) SAP AG PLM415 12-243

© SAP AG 2003

Repairs Processing Using Quality Notifications

Qualitynotification

Goods receipt:Customer return delivery

Qualitynotification

RepairNo repairrequiredScrap

Repair order12

Goods issue

Repair order

12

Status

AB B C

B

Stock

Blockedsales

order stock


You can use the Quality Notifications to support the RMA (Return Material Authorization) process in your company. For example, if goods are returned by a customer for repair or replacement because of a technical defect, you can use a quality notification to process the return delivery. You record the problem in a quality notification for a customer complaint (notification origin Q1) and then use the functions of the quality notification and integrated action box to: • Create a repair order • Post a goods movement to the appropriate stock so the returned items can be processed

accordingly (for example, sales order stock, unrestricted-use stock, or scrap) • Initiate a technical inspection (analyzing the defects and determining what corrective tasks

need to be performed) • Confirm the result of the technical check in the repair order and complete the notification

If the technical inspection confirms that the goods are in proper working order and repairs are not necessary, the goods can be returned to the customer

If the goods must be scrapped, you can send replacement parts to the customer using the sales processes.

(C) SAP AG PLM415 12-244

© SAP AG 2003

Processing Quality Notifications

Create Notification: Customer Complaint

Action box

Create quality notification

Enter notification texts

Create a repair order(action box)

First, you create a quality notification for the customer complaint (notification origin Q1). You enter the required notification data and, if necessary, you enter a more exact description of the problem.

If required, you create tasks to give immediate help to the customer (for example, issue a credit memo, trigger a substitute delivery etc).

If the customer wants to return the delivered goods, you can create a repair order for the returned goods using the action box. You can enter a reference to the current quality notification (notification number) in the repair order.

(C) SAP AG PLM415 12-245

© SAP AG 2003

Complaints Processing Procedure

Immediate tasks

Immediate activities



Cause determination

Corrective tasks

Defect analysis

Corrective activities

Trigger

DiagnosisDiagnosis

A customer complaint can be recorded in the following ways: You can create a notification with reference to an sales document (sales order, delivery note). In this case, further information, for example material number and customer, will be directly transferred to the quality notification. You can record a general description of the problem and save the notification. You can notify the Quality Assurance department using the SAP Business Workflow.

(C) SAP AG PLM415 12-246

© SAP AG 2006

Posting the Returned Goods

Return delivery

Posting the return


Quality Inspections

Returns andrepairsprocessing using:

Depending on the settings in the material master (Quality Management view), an inspection lot can be generated when the returned goods are received.

If the returned goods are delivered in the company, the following may happen: • The return delivery is inspected. In this case, an inspection lot is automatically created at

goods receipt. Prerequisites: - A repair order (sales order with repair item) exists for the returned goods. - An inspection type, which was assigned to inspection lot origin 05 (other goods receipt)

in Customizing for inspection lot creation, is active in the material master for the returned goods.

• The returns are processed using a quality notification: - The goods receipt is posted with reference to the repair order. You can find the repair

order using the notification number.

(C) SAP AG PLM415 12-247

Exercises

Unit: Returns and Complaints Processing Topic: Order Entry and Returns Delivery


• Create a customer repairs order

• Create a returns delivery

The customer orders the repair of defective equipment in the call center. They send the equipment in for repair.

1-1 Create a quality notification

Create a quality notification with the notification type Q1. Material: T-FSN## Plant: 1200 Sales organization: 1000 Distribution channel: 14 Column: 00 Enter your customer T-CSD## as the sold-to party. Create a repairs order using the action box (order type RA). The purchase order number for the customer is RA-##. The customer wants to repair 2 pieces of equipment with the material number T-FSN##. Save the notification and the repair order. The coordinator of the notification is PLM415-##.

(C) SAP AG PLM415 12-248

1-2 Display the repairs order Display the repairs order. Where can you find the repairs order? _____________________________________________________________ Display the detail screen for the repair of the main item. How many parts are to be delivered? ____________________________________________________________ How many parts have already been received? ____________________________________________________________ Make a note of the number of the repairs order. ____________________________________________________________

1-3 Create returns delivery

The equipment that needs to be repaired arrives in your company. Create a return delivery. To do this, use the delivery type LR and the shipping point 1200. The customer has sent equipment with the serial numbers GR##-1 und GR##-2 in for repairs. These are not yet available as master records. Assign these serial numbers to the delivery item. Choose Item → Serial numbers to manually assign them. Choose Edit → Post goods issue to issue the goods.

(C) SAP AG PLM415 12-249

Solutions

Unit: Returns and Complaints Processing Topic: Order Entry and Returns Delivery

1-1 Create quality notification

Logistics → Quality Management → Quality Notification → Create (QM01) On the initial screen, enter the following data and choose Enter:

Field Value

Notification type Q1

On the next screen, enter the following data and choose Continue:

Field Value

Material T-FSN##

Plant 1200

Customer T-CSD##

Sales org. 1000

Distribution channel 14

Division 00

In the action box, choose the follow-up function Create repairs order, enter the following data on the screen that appears and then choose the pushbutton Save notification and repairs order immediately:

Field Value

Order type RA

Purch. order no. RA-##

Order quantity 2

(C) SAP AG PLM415 12-250

Confirm the information message that appears. Enter your user name PLM415-## as a partner for the coordinator and confirm your entry by choosing Enter. Then go back using the green arrow button (F3). Make a note of the number of the notification.

1-2 Display repairs order

Logistics → Quality Management → Quality Notification → Display (QM03) On the initial screen, enter your notification number and choose Enter. Choose the Document flow pushbutton and double-click on the sales order. You now switch to the repair order. Select the main item and choose the Repair pushbutton. Two parts are to be returned, but neither has been received. Make a note of the number of the repair request.

You can also display the repair order directly after you save the notification under the following menu path: Logistics → Customer Service → Service Processing → Order → Customer Repair → Display (VA03)

1-3 Create returns delivery

Logistics → Customer Service → Service Processing → Order → Customer Repair → Return Delivery (VRRE) On the initial screen, enter the following data and choose Enter:

Field Value

repair order Number of your repair order

Delivery type LR

Shipping point/Receiving point

1200

Select the delivery item and choose Item → Serial Numbers. On the Maintain Serial Numbers screen, enter the serial numbers GR##-1 and GR##-2 and choose Continue. Choose Edit → Post goods issue to issue the goods.

(C) SAP AG PLM415 12-251

© SAP AG 2003

Processing Returns: Quality Notification

Edit Notification: Customer Complaint

? Check goods (analysis)

Record defective item(s)

Record tasks

Confirm repair order (action box)

Action box

You perform a defect analysis on the returned goods and enter the defects in the notification. You use the results of the defect analysis to decide which corrective tasks are required. You

can use the action box for the notification to post a goods movement, that is to post the goods to the appropriate stock (for example, unrestricted-use stock if no repair is required, blocked sales order stock if the goods must be repaired, or scrap).

You can use the action box to confirm the stock posting in the repair order. The system sets an appropriate status in the repair order.

If the goods must be repaired, the process for returns and repairs processing may be as follows: • You can create a service order for the repair. • You can send replacement parts to the customer.

(C) SAP AG PLM415 12-252

© SAP AG 1999

Processing Returns: Quality Inspection

Inspection Lot Processing: Results Recording

? Inspection lot (returns)

Results/defects recording

Usage decision

Inspection lot worklist

A

B

C

D Goods movement

Instead of using the quality notification to process the returned goods, you can create an inspection lot.

The delivered goods are posted to inspection stock. You record characteristic results/defects. This clarifies the reason for the complaint. The goods can be moved when the usage decision is made.

(C) SAP AG PLM415 12-253

© SAP AG 1999

Repairs Processing Using an Inspection Lot

Qualitynotification

Goods receipt:Customer return delivery

UD

RepairNo repair requiredScrap

Repair order

12

Goods issue

Repair order

12

Status

Inspection lot

AB B C

B

Stock

Stock cat. Q


Blocked stock

To process repairs, you can create an appropriate repair order for a customer from a notification.

Processing can take place with an inspection lot (that is with a targeted inspection of the goods and a usage decision), or WITHOUT an inspection lot.

If an inspection lot is used, the usage decision determines the next stage for the goods; if no inspection lot is used, a specific inventory posting can be made.

The standard settings are contained in client 000.

(C) SAP AG PLM415 12-254

(C) SAP AG PLM415 12-255

Exercises

Unit: Returns and Complaints Processing Topic: Quality Inspection and Repairs Processing


• Create a service order

• Edit, confirm, and technically complete a service order

The result of the quality inspection is that one piece of equipment can be repaired while the other piece of equipment is not defective. The repair work is initiated.

Finally, the piece of equipment can be redelivered to the customer.

1-1 Create the usage decision for the inspection lot

Make the usage decision for the inspection lot that was created as a result of the return delivery.

The inspection plan for the material T-FSN## has an optional characteristic. Therefore you can also make the usage decision without executing the inspection results recording. How can you find the inspection lot? ___________________________________________________________ Choose Rework (R10) as the usage decision code. Post one piece (Serial number GR##-2) to Repair (Blocked Stock) and one piece (Serial number GR##-1) to Unrestricted-use Stock. Save the usage decision. Delete the serial number that is not to be put in unrestricted-use stock

(C) SAP AG PLM415 12-256

1-2 Change Repair Order Call up your customer repair order in change mode and display the repair details for the main item. How many parts are to be delivered? ____________________________________________________________ How many parts have already been received? ____________________________________________________________ How many parts are designated for repair? ____________________________________________________________ Exit the screen. Confirm the information message that appears and save your customer repair order. When you save the repair order, the system automatically creates a service order in the background.

1-3 Display Repair Order How many parts are to be delivered? ____________________________________________________________ How many parts have already been received? ____________________________________________________________ How many parts are in the repair? ____________________________________________________________ How many parts are designated for outbound delivery? ____________________________________________________________ What is the service order number? ____________________________________________________________

1-4 Completion of the repair 1-4-1 The piece of equipment that is to be repaired sits in blocked sales order

stock during the repair. After the repair, a transfer posting from blocked sales order stock to unrestricted-use stock occurs. Do this transfer posting using movement type 343, and special stock indicator E.

1-4-2 Then create an overall completion confirmation for your service order. Use the suggested times. Since the repair work has been completed, you can also complete the technical aspects of the service order. Where can you find the relevant confirmation transaction? ____________________________________________________________

1-5 Deliver equipment to the customer.

The piece of equipment is redelivered to the customer after the repairs have been completed. Post the goods issue for the equipment.

(C) SAP AG PLM415 12-257

Solutions

Unit: Returns and Complaints Processing Topic: Quality Inspection and Repairs Processing

1-1 Create the usage decision for the inspection lot

Logistics → Quality Management → Quality Inspection → Inspection Lot → Usage Decision→ Record (QA11) On the initial screen, enter the number of your inspection lot and choose Enter. If necessary, you can search for your inspection lot by using the material number in the field-related input help (F4). Use the field-related input help (F4) for the UD Code field to select Rework (R10). Choose the Inspection Lot Stock tab page, post one part (serial number GR##2) to Blocked stock/Repair and one part (serial number GR##1) to unrestricted use/ do not repair and save your usage decision. A screen appears where you can delete the piece of equipment that is not to be repaired Select the serial number of the piece of equipment that should not be posted in unrestricted-use stock and delete the entry using the pushbutton Delete. Then choose Continue to save your usage decision.

1-2 Change repair order

Logistics → Customer Service → Service Processing → Order → Customer Repair → Change (VA02) Enter the order number and confirm it with Enter. Select the main item and choose the Repair pushbutton.

You can also display and edit the repair order directly after saving the notification using the document flow for quality notification.: Logistics → Quality Management → Quality Notification → Change (QM02) In the document flow for quality notification, double click in the sales order (repair order). In the repair order choose Sales Document -> Change.

There are 0 pieces of equipment due to be delivered and 2 pieces of equipment that have been received.

(C) SAP AG PLM415 12-258

Exit the screen by choosing the green arrow button (F3), confirm the information message that appears and save your repair order. A service order is automatically created as a result of the above procedure.

1-3 Display repair order

Logistics → Quality Management → Quality Notification → Display (QM03) Display sales order (repair order) using the document flow for quality notification. or Logistics → Customer Service → Service Processing → Order → Customer Repair → Display (VA03) Enter the order number and confirm your entry by pressing Enter: Select the main item and choose the Repair pushbutton. There are 0 pieces of equipment to deliver, 2 pieces of equipment have been received, 1 piece of equipment is in repair and 1 piece is intended for outbound delivery. In the Repair Request Overview, mark the items for repair and confirm this with the SM order button on the lower edge of the screen. You can display the service order and see the serial number (GR##2) that is intended for repair on the Objects tab page

You can also display the service order directly after you save the repair order under the following menu path: Logistics → Customer Service → Service Processing → Order → Service Order → Display (IW33)

Make a note of the number of the service order.

(C) SAP AG PLM415 12-259

1-4 Completion of the repair 1-4-1 Make a transfer posting

Logistics → Materials Management → Inventory Management → Goods Movement → Transfer Posting (MB1B) Movement type: 343 Special stock E Plant: 1200 Storage location: 0001 Exit the initial screen and record the item for transfer posting. Sales Order Sales order number (repair order) Item: 10000 Material: T-FSN## Quantity: 1 piece Enter the serial number GR##2 and save the transfer posting.

1-4-2 Confirm and complete a service order technically. Logistics → Customer Service → Service Processing → Confirmation → Entry → Overall Completion Confirmation (IW42) Enter the number of your service order and confirm your entry by choosing Enter. Use the suggested actual times for the individual operations. Choose the Technical completion pushbutton to technically complete the service order and save your confirmation data.

1-5 Deliver piece of equipment to the customer.

The piece of equipment is redelivered to the customer after the repairs have been completed. Post the goods issue for the equipment. Logistics → Quality Management → Quality Notification→ Change (QM02) Display sales order (repair order) using the document flow for quality notification, then go to Sales Document ->Change or Logistics → Customer Service → Service Processing → Order → Customer Repair → Change (VA02) Choose Sales Document -> Deliver Now go to the creation of the outbound delivery. The outbound delivery contains 2 items, one item for the repaired piece of equipment and one item for the piece that is not to be repaired. In the outbound delivery choose Subsequent Functions -> Create Transfer Order. Now you can pick delivery and post the goods issue.

In the document flow (list) for quality notification the documents from the repair process are presented in the overview.

(C) SAP AG PLM415 12-260

(C) SAP AG PLM415 12-261

© SAP AG 2003

Process customer complaints using quality notifications.

Create an inspection lot for a returns posting and check the goods.

Returns: Unit Summary


(C) SAP AG PLM415 12-262

(C) SAP AG PLM415 13-264

© SAP AG 2001

Contents:


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

(C) SAP AG PLM415 13-265

© 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

(C) SAP AG PLM415 13-266

© 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.

(C) SAP AG PLM415 13-267

© 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.

(C) SAP AG PLM415 13-268

© 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.

(C) SAP AG PLM415 13-269

© SAP AG 2001

Structure of a Handling Unit

ItemPackaged material

Packaged HU

Quantity, Unit

Batch

Plant/storage location

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

Inspection lot

Serial numbers

HeaderIdentification (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.

(C) SAP AG PLM415 13-270

© 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.

(C) SAP AG PLM415 13-271

© SAP AG 2006

Quality Inspections Using Handling Units

Purchaseorder

Inbound delivery with handling units

HU no. 69179HU no. 69180

HU no. 69181

123456

123456

Usagedecision

123456

Inspectionlot HU no. 69179

HU no. 69180HU no. 69181

Q

123456

123456

123456 Q 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 and

inspection types for inspection lot origin 05) • Packing of finished products during production (inspection types for inspection lot origin

04) • Transfer posting of a handling unit (inspection types for inspection lot origin 08)

(C) SAP AG PLM415 13-272

© SAP AG 2006

Handling Units in QM

HU:2050000012436

Inspectionlot 1001

Inspectionlot 1002

Mat.:72364

Mat.:89236

HU:2050000012433

The inspection lot:Is created during packagingIs created for a particular material or batch

Mat.:89236Mat.:72364

Mat.:89236

Mat.:89236

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 ->Quality Management).

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.

(C) SAP AG PLM415 13-273

© SAP AG 2006

Handling Units in QM Without Samples

HU:2050000012434

Inspectionlot 1001

HU:2050000012433

Inspection lots without physical samples:Have no reference between single results and a handling unit items

Mat.:89236

Mat.:89236Mat.:89236

Mat.:89236

Mat.:89236Mat.:89236

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.

(C) SAP AG PLM415 13-274

© SAP AG 2006

Handling Units in QM with Physical Samples

Inspection lot1003

Confirmation of the physical-sample drawingThe 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.

HU:2050000012433

SS 1

Mat.:89236

Mat.:89236Mat.:89236

HU:2050000012434

RS 1

SS 2

Mat.:89236

Mat.:89236Mat.:89236

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.

(C) SAP AG PLM415 13-275

© SAP AG 2001

Usage Decision and Stocks

OK Not OK

Inspection lot1003

The current storage location is determined when the usage decision is madeStock postings are performed on the basis of handling unitsQM no longer manages the stock -> Stock postings can be performed using the handling unit, for example, storage locationto storage locationValid 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.

(C) SAP AG PLM415 13-276

© 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

(C) SAP AG PLM415 13-277

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.

Purchase order number: _________________________

(C) SAP AG PLM415 13-278

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. ________________________________________________

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.

1-3 Display the inspection lot

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.

(C) SAP AG PLM415 13-279

(C) SAP AG PLM415 13-280

Solutions

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## Purchase order number: _________________________ 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. 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: ________________________________

(C) SAP AG PLM415 13-281

(C) SAP AG PLM415 13-282

1-2 Post goods receipt to delivery. Choose Inbound Delivery → Change (VL32N) and confirm the shipping notification number. Click the pushbutton Post goods receipt.


Logistics → Quality Management → Quality Inspection → Inspection Lot → Processing → Display (QA03) Confirm the inspection lot number proposed. This takes you to a screen displaying the data for the inspection lot. Inspection lot number: ___________________ If the handling units are in use, the inspection lot has the status HUM (handling units assigned) You can see the assigned handling units in the inspection lot using the menu path Goto -> Handling Units. In total 5 HUs should appear. You can get more information about handling units including the handling unit history by double clicking on the line of the HU.

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.

(C) SAP AG PLM415 13-283

© SAP AG 2003

Hints

If you are repeating the exercises at home, use the IDES data or your own data.

You can find additional information about QM on the Internet on our QM homepage.

You can also find information about courses offered by SAP on the Internet.

You can find information about QM functions in the online documentation.

You can find information about the implementation of QM in the IMG documentation.

You can find out about new developments in QM by reading the release notes.

(C) SAP AG PLM415 13-284