QM Inspection&Planning Config

SAP PP/QMConfiguration Pack

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INDEX

1. QUALITY MANAGEMENT 4

2. MAINTAIN SETTINGS AT PLANT LEVEL 8

3. DEFINE CONTROL KEY 16

4. DEFINE DELIVERY BLOCKING 20

5. DEFINE CATALOG TYPES 23

6. DEFINE DEFAULT VALUES FOR CONTROL INDICATORS 26

7. DEFINE SAMPLE TYPE 31

8. RULE FOR SAMPLE DETERMINATION 35

9. DEFINE VALUATION MODE 38

10. VALUATION RULE 43

11. ASSIGN TASK LIST TYPE TO MATERIAL TYPE 46

12. DEFINE TASK LIST USAGE 49

13. DEFINE TASK LIST STATUS 51

14. INSPECTION TYPE 54

15. ASSIGN INSPECTION TYPE TO LOT ORIGIN 58

16. DEFINE DEFAULT VALUES FOR INSPECTION TYPE 61

17. DEACTIVATE INSPECTION FOR A GOODS MOVEMENT 66

18. DEFINE INSPECTION IN PLANT MAINTENANCE 70

19. DEFINE RECORDING CONFIGURATION 73

20. DEFINE FILTER FOR INSPECTION CHARACTERISTICS 77

1. Quality Management

Quality Management has often been a sort after skill in SAPand it compliments the PP Module. In this document and thenext we will focus on the Quality Management Module whichwill increase your job opportunities and diversify your SAPskills. So here we go.

Quality Management Module deals with all the traditionalfunctions of Quality in an organization. It is a kind of add onModule and may be implemented at the beginning itself or itmay also be implemented after go-live.

There are six major components in Quality Managementmodule. They are:

Ø Basic data and settings at Plant level

Ø Quality in Procurement

Ø Quality Planning

Ø Quality Inspection

Ø Quality certificate

Ø Quality Notification

Basic data settings:-

Common required configuration settings across the QMmodule are defined here. Configuration settings at plantlevel contains

a) Version control for Master Inspection characteristicsand Inspection Method

b) Time duration for automatic UD

c) Selected set and Code group for inspection point.

QM Basic data configuration settings will be referred if anytransaction specific data is missing.

Quality in Procurement:-

Inspecting the incoming material from vendor, carrying outthe inspection at vendor end are handled in Quality inprocurement.

Configuration settings related to Quality control inprocurement are

a) Controlling payment

b) Restricting vendor supply

c) Control on source inspection

d) Control if certificates are not received

Quality Master Data:-

Configuration settings related to Quality Master Data aremainly related with

• Master Inspection Characteristics creation,

• Codes in QM

• Sampling procedure

• Task list type to material type for inspection

Quality Inspection:-

Quality inspection contains three essential steps of

• Result recording

• Evaluation

• Usage decision

The above steps will be carried out with inspection lot.

Inspection lot related configuration settings are performedwith Quality inspection configuration setting controls theparameters related to inspection lot and inspection lot types.

Following are the important configuration settings which wewill be discussing.

• Inspection type definition

• Default setting for inspection type

• Inspection control for movement types

• Defining Physical sample parameters

• Result recording configuration

Quality certificate:-

Quality certificate will be generated after completion ofinspection.

Configuration settings related to Quality certificates contains

• Type of Quality certificate

• Data source to print certificate

It is mainly defined through

ü Certificate profile

ü Certificate form

Quality Notification:-

Quality notification is the process of informing about thedeviation to the respective persons.

Configuration settings related to quality notification are

ü Notification type

ü Screen control

ü Notification priority

2. Maintain settings at Plant level

BACKGROUND

This configuration setting enables to define the settings atplant level.

When QM module is to be implemented, plant level settingsare needed to be maintained. Following setting at plant levelcan be managed through this setting.

Ø Version control for Master Inspectioncharacteristics and Inspection method,

Ø Plant level sampling procedure

Ø Code and selected set at plant level for valuation

Ø Automatic usage decision waiting time

SCENARIO

Maintain Plant parameter of QM setting for plant IND6. It isrequired to maintain Plant level UD code and waiting time forautomatic UD.

INSTRUCTIONS

Follow the Menu Path: IMGà Quality Managementà Basicsettings à Maintain settings at plant level.

Click

Click and type IND6

Click

Select plant IND6 by clicking grey box in the left side.

Click

Note:- Default settings are sufficient to do with QMmodule. However important settings along with the screenshots are explained below.

Update the Following fieldsField Description

Tick in this check box willassign version to the MasterInspection Characteristicsautomatically during creationand change.Tick in this check box will

assign version to theInspection methodautomatically during creationand change.

Click

Insp.Lot creation Tab screen

No settings are to be done here.

Click

Result recording Tab screen

- “Automatic close” When performing the resultrecording, automatically characteristics will be evaluated andclosed.

Proposal for inspection point valuation:-

To valuate the inspection point, selected set, code and codegroup can be maintained at plant level.

This will be referred incase of any missing data in the masterdata.

No other settings are to be done here.

Click

InsLot completion Tab screen

Automatic Usage decision:-

To configure Automatic Usage decision waiting time should bementioned.

Automatic UD will be performed after this time is elapsed fromthe result recording.

Note: - Auto UD program has to be run to make auto UD.

Batch Valuation check box to be ticked, if batch updating is tobe done without material specification. E.g. Leave it blank.

Click

General settings Tab screen

No settings are to be done here.

Click Save .

Impact of this configuration in Master Data /Transaction

Over all maintenance of the above will control,

Ø Automatic creation of versions for MIC duringcreation and change

Ø Selected set at plant level may be used duringresult recording

Ø Automatic usage time elapse duration may bementioned here

Ø Control to update Batch classification while takingUD with or without material specification

3. Define control key

BACKGROUND

This configuration setting enables to define the control key.

Control key is used in quality in procurement.

Control key controls the following functions

Control of payment to vendor

Blocking the vendor

Test Certificate requirement

Source inspection control

Control key will be maintained in the material master QMview.

SCENARIO

Create a control key to

ü Block invoice payment till UD is taken,

ü Make Quality info record as mandatory

INSTRUCTIONS

Follow the Menu Path: IMGà Quality Managementà QM inLogisticsà QM in procurementà Define control keys

Click

Click


Control Key Key identifying the controlkey. E.g. 0099

Description Description of the control keyQM Control – ReleaseRequired

To make the QM info recordas mandatory.

Block Invoice Check box To block the invoice till UD ismade.

Source Inspection control If the source inspection lot isrejected, what should systemdo? You can ignore it, create

new inspection lot though theprevious lot at sourceinspection is rejected, or youcan stop making GR if the lotis rejected. In this exampleselect “Source inspection hasno effect”Whether to create new batch ifbatch of source inspection lotis not matching with the batchat the time of receipt.

Click Save .


Control key created here will be maintained in the QM view ofmaterial master to do the desired function of Blocking Invoice,and making Quality info record as mandatory.

When this key is maintained, it is mandatory to have QI inforecord for Material, Vendor and Plant combination.

4. Define Delivery block

BACKGROUND

This configuration setting enables to define delivery blocking.

Vendor can be blocked to supply any items from Qualitycontrol point of view.

With this setting, Following blockings are possible.

ü Block to raise quotation

ü Block system to determine source

ü Block to raise Purchase order

ü Block to raise any Good Receipt

SCENARIO

Create delivery blocking key to block raising Purchase orderand to raise Goods Receipt.

INSTRUCTIONS

Follow the Menu Path: IMGà Quality Managementà QM inLogisticsà QM in procurementà Define delivery block

Click

Click


Blocking function Key identifying the blockingfunction.E.g. Enter 06

Short text Text of the key.

E.g. Blocking – Purchase order& GRCheck box to block quoteraising.E.g. Leave it blankCheck box to block sourcedetermination by the system.E.g. Leave it blankCheck box to block raising PO.E.g. Tick this check box.Check box to block GR.E.g. Tick this check box.

Click Save .


Delivery blocking created here can be used in the QI inforecord to block any vendor material combination.

5. Define catalog types

BACKGROUND

This configuration setting enables to define the catalog type.

Catalog can be defined as the key to indicate the usage ofcodes.

Codes are used to supply the value for qualitativecharacteristics during result recording.

E.g. codes A – OKB – NOT OK can be defined under catalog.

Standard SAP system uses the catalog number 1 to indicatethe codes for result recording, named as Attributive.

There are different working area where this codes are required.

SCENARIO

Discuss the standard catalog types.

INSTRUCTIONS

Follow the Menu Path: IMGà Quality Managementà QMPlanning à Basic data à Catalog àDefine catalog types

Click

Select Usage decisions. I.e. code 3 by clicking the grey box inthe left.

Click

Tick in the check box Selected sets indicates that the selectedset can be created to this catalog.

No settings are to be done.


While creating codes or selected sets to be used for usagedecision, it is to be created under catalog type 3.

This is client level settings.

6. Define default values for control indicators

BACKGROUND

This configuration setting enables to define the default valuesfor control indicator.

Control indicator is used in Inspection characteristicscreation. Control indicator specifies the requirement of

• Sampling procedure

• SPC relevancy

• Result recording method

• Characteristics type

• Requirement of specifications

• Defining dependency of a characteristics

Defining control key will minimize the effort in inspectioncharacteristics creation.

SCENARIO

Create a control indicator to define

ü Quantitative characteristics,

ü Upper and lower limit are required,

ü Summarized result recording

ü Mandatory characteristics

ü Documentation if rejected.

INSTRUCTIONS

Follow the Menu Path: IMGà Quality Managementà QMPlanning à Basic data à Inspection characteristic, inspectionmethod

Click

Click


IndCkey Control key indicatoridentifying the control key.E.g. Enter 9999

QuanChar Check box specifying whetherthis is quantitativecharacteristics.E.g. Tick this check box

FixedInd If this check box is ticked,parameter set through thisindicator are fixed, can not bechanged.E.g. Tick this check box.

Short Text Short text indicating thecontrol indicator.E.g. Qty,Summari,Req,DocifRej.

Click

Select radio button and tick the check box as shown above.

Click

Select radio button and tick the check box as shown above

Click

Click Save .


When creating MIC, this control indicator can be maintainedto maintain the parameters automatically.

7. Define Sample Type

BACKGROUND

This configuration setting enables to define the sample type.

Sample type will decide the type of sample to be created whencreating inspection lot.

There are four types of sample defined in the system.

• Fixed sample

• Percentage sample

• 100 % sample

• Sampling scheme

This setting will define how the sample is to be calculated forinspection.

No special settings are required to be done. Standard SAPsetting will meet the requirement.

SCENARIO

Discuss Sample determination.

INSTRUCTIONS

Follow the Menu Path: IMGà Quality Managementà QMPlanning à Basic data à Sample, SPCà Define sampledetermination

Click

Double click

Select Fixed sample

Click

Field DescriptionSampling type Number defining sampling

typeShort text Short text of sampling type

Radio button defining thesampling to pick fromsampling schemeRadio button defining thesampling type as fixed sampleRadio button defining thesampling type as percentage-based sampleRadio button defining thesampling type as 100%inspectionCheck box to block the usage.

If created newly, select appropriate radio button and ClickSave .

Click


This sampling type will be referred in the sampling procedurecreation.

8. Rule for sample determination

BACKGROUND

Determination of sample with sample rules is activatedthrough the function module written by SAP.

If any sampling type to be created, sample determination alongwith your own function module has to be activated.

No settings are required to be done in this setting. Let usdiscuss it.

SCENARIO

Discuss the rule for sample determination screen details.

INSTRUCTION

Follow the Menu Path: IMGà Quality Managementà QMPlanning à Basic data à Sample, SPCà Define sampledetermination

Click

Double click

Select Fixed sample

Click

Settings are defined by SAP. Function module mentioned herewill do the required calculation to determine the sample.

Click

9. Define valuation mode

BACKGROUND

This configuration setting enables to define the valuationmode.

After completing the result recording, system will perform thevaluation of the entered results. This can be done eithermanually, or through the system automatically

Valuation mode will be mentioned in the sampling proceduremaster data.

SCENARIO

Discuss the standard valuation mode.

INSTRUCTIONS

Follow the Menu Path: IMGà Quality Managementà QMPlanning à Basic data à Sample, SPCà Define valuationmode

Click

Double click

Select

Click

Field DescriptionWhile making the valuationfor a sample, acceptancenumber and number of nonconfirming units arecompared and valuatedWhile making the valuationfor a sample, acceptancenumber and number ofdefects are compared andvaluatedValuation is done with K-factor

Valuation is done according tothe codes in the selected setManual valuation. Noautomatic valuation is done.Used along with the samplingscheme. Valuation doneaccording to the samplingscheme.Valuation is done according tothe limits.Acceptance using controlchart. Mainly used in SPC.

Valuation rule Valuation rule selectedaccording to the valuation.Tick this check box if thisvaluation mode is to beblocked.E.g. Leave this blank


While creating a sampling procedure, valuation mode has tobe assigned to it. According to the valuation mode, whilemaking valuation after result recording, system will valuatethe inspection lot.

10. Valuation Rule

BACKGROUND

This configuration setting enables to define the valuation rule.

Valuation rule controls the valuation of inspection lot.Valuation rule is assigned to the valuation mode which in turnassigned to the sampling procedure.

Function module created by SAP with relevant ABAP codes isassigned to each valuation rule.

No settings are to be done.

SCENARIO

Discuss the valuation rule.

INSTRICTION

Follow the Menu Path: IMGà Quality Managementà QMPlanning à Basic data à Sample, SPCà Define valuationmode

Click

Double click

Select

Click

Note the following:-

Appropriate check box is ticked and the function modulecontaining the relevant codes is assigned to it.

Click

11. Assign Task list type to Material type

BACKGROUND

This configuration setting enables to assign the task list typeto material type.

Task list in QM refers to Inspection plan. Every materialshould have inspection plan if it is to be inspected in SAPsystem.

Activating or deactivating creation of inspection plan tospecific material type can be done with this configurationsetting.

E.g. creation of inspection plan to Engineering spares can berestricted.

SCENARIO

Assign inspection plan to only required material type.

INSTRUCTIONS

Follow the Menu Path: IMGà Quality Managementà QMPlanning à Inspection Planning à Generalà Assign task listtypes to material types

Click

Click


Task list type Key identifying Task list type.Enter Q

Material Type Key identifying material type.E.g. Enter material type fromthe available entry.

Click Save .


Unless this is maintained, inspection plan to that materialtype can not be created.

12. Define task list usage

BACKGROUND

This configuration setting enables to define the task list(Inspection plan) usage.

Inspection carried out for different requirements as below

• Goods receipt

• Goods issue

• Manual inspection

• Customer returned items inspection

• Shelf life expiry product inspection

Each of the above requirement should have the inspectionplan mentioning that usage.

It has a link to Dynamic modification which is changing thequality level.

SCENARIO

Discuss the Task list usage.

INSTRUCTIONS

Follow the Menu Path: IMGà Quality Managementà QMPlanning à Inspection Planning à Generalà Define Task listusage

Click

Simple text entry linking usage and Dynamic modificationcriteria


Usage created here will be mentioned in the inspection planheader screen. This usage is also mentioned in the inspectiontype settings.

13. Define Task list status

BACKGROUND

This configuration setting enables to define the task list(Inspection plan) status.

Task list status defined in combination with usage of task listwill indicate whether

• Released

• Released for costing

• Consistency check is to be carried out

SCENARIO

Discuss task list status defining.

INSTRUCTIONS

Follow the Menu Path: IMGà Quality Managementà QMPlanning à Inspection Planning à Generalà Define Task liststatus

Click


Status Number identifying the statusDescription Description of the statusRelInd Release Indicator. If this check

box is ticked, then it can beused to create inspection lot.

Costing If this check box is ticked, it isrelevant to costing.

Cons.Chk Consistency check will becarried out automatically ifthis check box ticked.

If creating new entries, after making the relevant entry,

Click Save .

Click


While creating the inspection plan, in the header, status hasto be maintained.

14. Inspection Type

BACKGROUND

This configuration setting enables to define the inspectiontype.

Inspection type is essential to create inspection lot. Inspectiontype is defined with inspection type origin.

Inspection type identifies the type of inspection while creatingthe inspection lot.

Example:-

ü Inspection from Production

ü Inspection for items received from vendor

ü Inspection for customer returned item

SCENARIO

Discuss the inspection type.

INSTRUCTIONS

Follow the Menu Path: IMGà Quality Managementà Qualityinspection à Inspection lot creation à Maintain inspectiontypes

Click

Select

Click

Note: - To create new entry, click .

Now let us discuss the standard inspection type 04.

Update the following required and optional fieldsField Description

Inspection type Number identifying theinspection type.

Description Description of the inspectiontype.

Physical sample type Physical sample to be drawingin case of physical sample

management.UD Selected set Selected set group to be used

during UD.Recording view View of result recording

screen.Notification type Notification type to be created

while creating notificationduring result recording.

Task list usage Task list usage identifying thetask list.

Click if you are creating new entry


Inspection type created here (04) can be mentioned in thematerial master to activate the inspection type of GoodsReceipt from Production.

15. Assign Inspection type to Lot origin

BACKGROUND

Inspection lot origin is defined by SAP to identify the differentinspection sources.

Inspection type origin is responsible to create the rightinspection type according to the movement.

No inspection lot origin can be created, it is predefined by SAP.Only inspection type can be created and it has to be assignedto the right inspection lot origin.

SCENARIO

Assign inspection type 04 to the inspection lot origin 04.Standard SAP settings are sufficient.

INSTRUCTIONS

Follow the Menu Path: IMGà Quality Managementà Qualityinspection à Inspection lot creation à Maintain inspection lotorigin and assign inspection type

Click

Select

Double Click

To assign new inspection type to this inspection lot origin,

click . We are going to discuss the existing set up.

Following are the field details:-Field Description

Var Running serial number insidethe inspection lot origin 04

Insptype Number identifying theinspection type.

Click if you create new entry, else click to quit thisscreen.


Inspection type has to be assigned to inspection lot origin. It ismandatory requirement to activate the inspection type.

16. Define default values for inspection type

BACKGROUND

This configuration setting enables to define the default valuesfor inspection type.

Inspection type contains parameters like

ü To post to inspection stock,

ü To use material specification or inspection plan

ü Whether auto UD is allowed

ü Lot creation control

The above parameters are maintained in this settings.

SCENARIO

Discuss default values of inspection type 04. Normallystandard settings are sufficient.

INSTRUCTIONS

Follow the Menu Path: IMGà Quality Managementà Qualityinspection à Inspection lot creation à Define default valuesfor inspection type

Click

To create new entries click , we shall discuss thestandard setting

Select

Click

Following are the field details:-

Field DescriptionInspection type Mention the inspection

type already created.If this check box isticked, inspection planwill be mandatory toprocess the lot.If this check box is

ticked, materialspecification will bemandatory to processthe lot.While creating theinspection lot,inspection plan will beassignedautomatically.With this indicator,characteristics basedresult recording isdone.Sampling procedurespecific to thisinspection type.Dynamic modificationrule can be mentionedat inspection typelevel.If this check box isticked, stocks will beposted to Quality stockfirst.Control specifying howthe inspection lot is tobe generated duringeach material receipt.Each materialdocument item - willgenerate lot for everyGR.***If auto UD is required,this check box mustbe ticked.

***Other possible entries to control inspection lot creation are:-

For each order item, batch and Sloc – Inspection lot will becreated once for each PO item

For each material, batch and Sloc – Inspection lot will becreated for each material of PO, batch and Sloc

For each material document, material, batch and Sloc –Inspection lot will be created for each document, batch andstorage location level

For each material document item – Inspection lot will becreated for each material document level.

Early lot creation for the order item – An inspection lot will becreated when the production order or process order isreleased.


When maintaining inspection type 04, all these defaultsettings will be active.

17. Deactivate inspection for a goods movement

BACKGROUND

This configuration setting enables to activate or deactivate thecreation of inspection lot with respect to the movement type.

Though inspection type is activate at material master level,there is a control to create inspection in the movement type.

If for certain movement say storage location to storage locationtransfer (movement type 311), no inspection lot needs to becreated; it can be deactivated.

SCENARIO

Deactivate inspection for movement type 311. I.e. stocktransfer from one storage location to another storage location.

INSTRUCTIONS

Follow the Menu Path: IMGà Quality Managementà Qualityinspection à Inspection lot creation à Inspection for GoodsMovements

Click

Double click

Click

Click

Tick the check box to deactivate QM for this movement type.

Now NO inspection lot will be created for movement type 311even if the inspection type 08 is active in the material master.

Click


During 311 movement, though inspection type 08 is active inthe material master, no inspection lot will be created.

18. Define inspection in Plant Maintenance

BACKGROUND

This configuration setting enables to define inspection in plantmaintenance.

Plant maintenance inspection is required for equipmentcalibration. PM and QM modules are integrated through theequipment calibration.

Inspection type 14 is used for equipment calibration.

This inspection type has to be mentioned for the combinationof plant and order type.

SCENARIO

Define PM inspection for plant IND6.

INSTRUCTIONS

Follow the Menu Path: IMGà Quality Managementà Qualityinspection à Inspection lot creation à Define Inspections inPlant Maintenance.

Click

Inspection type 14 is to be mentioned for Plant and PM ordertype combination.

Click .


Inspection lot will be created for equipment to be calibratedwith inspection type 14.

19. Define Recording configuration

BACKGROUND

This configuration setting enables to define result recordingconfiguration.

During result recording, the sequence is

ü Record result for characteristics

ü Select all characteristics

ü Evaluate all characteristics

ü Close all characteristics.

Once the result recording is done, from the next step,according to the user requirements, some navigationalconvenience and automation of evaluation, closing ofcharacteristics can be done through this configuration setting.

SCENARIO

Discuss the standard setting.

INSTRUCTIONS

Follow the Menu Path: IMGà Quality Managementà Qualityinspection à Result recording à Define Recordingconfiguration

Click

Select

Click

By ticking the appropriate required check boxes thosefunctions are activated to this Recording configuration key 3.

As the each items are self explanatory, it is not furtherexplained here.

Normally no settings are required to be done here.

Note: - in the plant level basic settings, AUTOMATIC CLOSE ismaintained for IND6 plant. This will automatically close thecharacteristics on pressing enter after the result recording.


During result recording screen, appropriate setting can be setas shown below.

Through the menu path SettingsàUser settings..

Here one can see all the possible entries created with thisconfiguration setting. Appropriate setting will help the user tonavigate according to his requirement.

20. Define filter for Inspection Characteristics

BACKGROUND

This configuration setting enables to define the filteringcriteria to select the characteristics during result recording.

While recording the result, filtering of characteristics can bedone according to the user requirements. Only the requiredcharacteristics will be displayed with this filter.

SCENARIO

Discuss the setting related to filter for Inspectioncharacteristics. Normally standard SAP settings are sufficient.

INSTRUCTIONS

Follow the Menu Path: IMGà Quality Managementà Qualityinspection à Result recording à Define Filter for InspectionCharacteristics.

Click

Select

Click

Transaction code to which this setting isapplicable

Counter number to have number of filtering criteria

- Description of this filter setting.

Appropriate check boxes are ticked according to therequirement.

Since it is self explanatory, it is not discussed here in detail.


In the beginning of result recording transaction, char filter are,required filter can be selected.

E.g. for transaction QE02, there are four filter set.

During the transaction appropriate filter can be selected fromthe display.

Documents

QM Inspection&Planning Config