wcb_quality_management_master_data_participant_guideold

Table of Contents

Participant Guide Standards (Heading 1)..........................................................................................................3Sub Heading Text (Heading 2)............................................................................3

Additional heading text (Heading 3)........................................................................3Create a Participant Guide.......................................................................................................................................................................... 3

Introduction to Participant Guide Creation.......................................................3Document Naming Convention 3Document Properties 3Numbered Lists 3Inserting Text Tables

3Inserting Table of Figures and Table of Tables 3Inserting Exercises 3Exercise 1 – Insert a Step-by-Step Exercise Table 3Exercise 2 – Insert a Scenario Based Exercise 3Inserting Smart Art

Tables and FiguresFigure 1 Smart Art Graphic Sample

Table 1 Text Table Sample 3Table 2 Step-by-Step Exercise Example 3Table 3 Scenario Based Exercise Example

QM Master Data Participant Guide


Table of Contents

QM Master Data Introduction............................................................................................................................ 3Using this Guide..................................................................................................3

Lesson 1: QM Overview.................................................................................................................................... 4Lesson 1 Objectives............................................................................................4

QM Process Overview 4QM Inspection Process4Exercise 1 – Display an Inspection Lot (QA03) 6Exercise 2 – Display Material Master QM View (MM03) 7Lesson 2: Material Master QM View.................................................................................................................. 8

Lesson 2 Objectives............................................................................................8Master Data 8Material Master Data 8The Importance of Master Data 9Catalog Profile 10QM proc. active10QM Control Key 10Quality Inspection Settings – Inspection Lots 11Exercise 1 Material Master Settings (MM02) 14Exercise 2 Assign Material to Inspection Plan (QP02) 16Lesson 3: Sampling Procedures......................................................................................................................17

Lesson 3 Objectives..........................................................................................17Sampling Overview 17Exercise 1 Display Sampling Procedure (QDV3) 20Exercise 2 Create Sampling Procedure (QDV1) 20Exercise 3 Change Sampling Procedure (QDV2) 21Dynamic Modification Rule (DMR).............................................22Lesson 4: Master Inspection Characteristics........................................................................................................................................................................ 23

Lesson 4 Objectives..........................................................................................23Master Inspection Characteristics Overview 23WCB Qualitative Control Indicators 24WCB Quantitative Control Indicators 24Exercise 1 Create Qualitative Master Inspection Characteristic (QS21) 26Lesson 5: Inspection Plan............................................................................................................................... 27

Lesson 5 Objectives..........................................................................................27Inspection Plan Overview 27Inspection Plan Structure 28Exercise 1 Display Inspection Plan (QP03)

30Exercise 2 Create Inspection Plan (QP01) 31Material Assignment to an Inspection Plan 33Exercise 3 Display Material Assignment for an Inspection Plan (QS62) 33Exercise 4 Create a Material Assignment for an Inspection Plan (QS61) 34Inspection Plan Operation Level 35Inspection Characteristics 35Changes to Inspection Plans

35Exercise 5 Change Inspection Plan (QP02) 36Engineering Workbench 36Exercise 6 Maintain Inspection Plan (CWBQM) 37Quality Info Records.................................................................................................38Vendor Contact Persons................................................................................................................................. 39Code Groups and Codes.................................................................................................................................................. 40Selected Sets......................................................................................................................................... 41Quality Notifications.................................................................................................................................. 42Lesson 6: Vendor Portal........................................................................................................................................................................ 44

Lesson 6 Objectives..........................................................................................44Vendor Portal Overview..........................................................................44Vendor Portal – Pre-inspection App................................................................................................................. 44Vendor Portal – Quality Tasks App..................................................................................................44Vendor Portal – Deviation Management App..........................................................................................44Vendor Portal – Inspection Report Email Program...................................................................................................................................... 44Lesson 7: Batch Jobs........................................................................................................................................................................ 46

Lesson 7 Objectives..........................................................................................46

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Batch Jobs Overview...........................................................................................................46Inspection Report.............................................................................................................................. 46Automatic Usage Decision................................................................................................................... 46Appendix – End User Procedures........................................................................................................................................................................ 47

Lesson 1: Display Inspection Lot (QA03)........................................................47Lesson 1: Display Material Master QM View (MM03)......................................47Material Master Processing...................47Related Transactions & Processes......................................................................................................47Tips & Tricks................................................................................................................48Activity....................................................48Lesson 2: Material Master Settings (MM02).............................................................................................................................52Material Master Processing...................52Related Transactions & Processes......................................................................................................53Tips & Tricks................................................................................................................53Activity....................................54Lesson 2: Assign Material to Inspection Plan (QP02).............................................................................................................................57Lesson 3: Display Sampling Procedure (QDV3).............................................57Lesson 3: Create Sampling Procedure (QDV1)...............................................57Create Sampling Procedure.........................................57Related Transactions................................................................................................................57Activity.............................................57Lesson 3: Change Sampling Procedure (QDV2).............................................................................................................................60Change Sample Procedures.........................................60Related Transactions................................................................................................................60Activity.......60Lesson 4: Create Qualitative Master Inspection Characteristic (QS21).............................................................................................................................62Lesson 5: Display Inspection Plan (QP03)......................................................62Lesson 5: Create Inspection Plan (QP01)........................................................62Create Inspection Plan..................................................62Related Transactions..................................................................................................63Tips and Tricks................................................................................................................63Activity.......63Lesson 5: Display Material Assignment for an Inspection Plan (QS62).............................................................................................................................70Lesson 5: Create a Material Assignment for an Inspection Plan (QS61)......70Lesson 5: Change Inspection Plan (QP02)......................................................70Lesson 5: Maintain Inspection Plan (CWBQM)...............................................70

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QM MASTER DATA INTRODUCTIONThis course will equip participants with the SAP skills necessary to create, change and manage master data records that impact the quality management process.

The following topics are covered in this guide: The quality management process Types of master data used in the quality management process Material master – QM view Inspection characteristics Sampling procedures Inspection plans

After completing this course, you will be able to: Explain the role of master data in the quality management process Describe the master data used in QM Maintain the material master – QM view Create and assign inspection characteristics to task list Create and maintain sampling procedures Create and maintain inspection plans

Using this Guide

This guide is designed to provide you with: Information regarding the listed topics Exercises to practice what you learn Quick reference guides to assist you while doing your job in SAP

Use this guide in a classroom setting to follow along with the instructor and add notes wherever needed. You can also use this guide in a self-paced manner to review how to perform the listed tasks learned in class.

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LESSON 1: QM OVERVIEW

Lesson 1 Objectives

After completing this lesson, you will be able to: Describe the three phases of QM Define an inspection lot Describe the QM inspection process Recognize log triggers

QM Process Overview

Figure 1 QM ProcessQM Inspection ProcessThe data important for the quality inspection is contained in the inspection lot data record that includes:

The lot quantity lot

Sample size

Origin

Vendor

Order number

PO number

Delivery number

The originating documents contain the inspection lot materials and may be any one of the following:

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Planning

Material Master, Inspection Characteristics, Inspection PlanSample Procedures & Dynamic Modification (Skip)

Processing

Record Results (Accept / Reject)Usage Decision

Evaluation

Quality NotificationsQuality Scores


Purchasing document

Material document

Order

Delivery document

An inspection lot is assigned to a material.

Each inspection lot follows the same process regardless of the type of inspection (goods movements, returns, etc.).

Figure 2 QM Inspection ProcessAn inspection lot is a request to perform a quality inspection for a quantity (sample) of a material. Inspectino lots are data records and have statuses. Inspection lots are assigned to an inspection plan and may contain seeral opererations that define inspection activities.

Each operation on the inspection plan may contain one or many inspection characteristics that describe what needs to be inspected. Inspection lots can be triggered by the following events:

Business Process

Event

Goods movements

Good receipts – Goods receipt for purchase order into the warehouse.

Transfer postings – Plant to plant moves.

Returns – Return from vendor or customer orders.

Complaints

Customer – Each customer complaint will be inspected.

Vendor – Each vendor complaint will be inspected.

Internal problems

Defects – All defects will be inspected.

Table 1 Master Data Terms

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Create Inspection Lot

Determine Sample

Inspect Material

Record Results / Defects

Usage Decision Evaluation


Exercise 1 – Display an Inspection Lot (QA03)

Scenario: An inspection lot is a request to inspect a quantity of material for predefined characteristics. Display an inspection lot and answer the questions below.

Support Document: QA03 Display Inspection Lot

Complete the following field(s):

Required Data / Results

Transaction CodeQA03Complete the following field(s):

Required Data

Inspection Lot

What is the Insp.lot origin?

Who is the vendor?

What is the inspection lot quantity?

What is the valuation code?

Has a usage decision been made on this lot?

Exercise 2 – Display Material Master QM View (MM03)

Scenario: The inspection set-up in the material master (QM view) activates and triggers the creation of inspections lots, assigns an inspection plan and calculates the sample size. In addition to other settings on the inspection type, other actions are performed automatically. Display the QM view inspection set-up for goods receipt for PO – B and answer the following questions.

Support Document: MM03 Display Material Master Record

Transaction Code

MM03

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Required Data

Material

Select views

Quality Management

Plant

Enter

Review inspection setup

What is the inspection type for Goods Receipt Inspection?

What is the description of the material?

Want is the material group number and name?

Enter

What is the base unit of measure?

What is the Catalog profile?

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LESSON 2: MATERIAL MASTER QM VIEW

Lesson 2 Objectives

After completing this lesson, you will be able to: Explain the master data used in QM processes Define inspection types Maintain and activate inspection types Assign a material to an inspection plan Display material master – QM view Additional material master transactions

Master Data Accurate master data is one of the key factors for a successful SAP implementation. Master data is centrally stored data that forms the base of all business transactions. The data is static in nature, meaning it does not change when it used in a transaction. While the transactions themselves are dynamic and changed based on the execution of the transaction, the master data itself used does not.

Master Data is the responsibility of a team dedicated to its creation maintenance to insure the data’s correctness. This important task also reduces redundancy of data records across the entire company.

The main Master Data types ae shown below. For this course, we will focus primarily on Material and Vendor Master Data.

Figure 3 Master Data TypesMaterial Master Data Master data is created at different levels to accommodate its use by the various organization elements in the company. For example, members of the procurement team work with information different from the data used by the sales team. Master data is created at different organizational levels. Depending on the material type, different functional areas within the company maintain different data screens. This screen selection applying specifically to an application is called a "view".

Because of the large of amount of information contained in a single material master record, the viewing method for a material employs multiple data screens. Depending on the material type, different functional areas within the company maintain the different data screens. Basic data views are the same across all company locations. Other views are specific for each plant location. Each material is created for at least one plant, but can be “extended” to additional plants. When a material is extended to other plants, the plant specific data can then be changed from plant to plant, if necessary.

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Figure 4 Material Master DataThe Importance of Master DataThe accuracy of master data is essential to efficient performance of the inspection process.

Characteristics of master data include: Static Centrally stored and shared across other modules and systems Is copied into transaction data

Examples of QM master data include: Materials Inspection plans Master inspections characteristics

Material types in the SAP system can be, for example, finished goods, semi-finished goods, raw materials, or services. The material type represents certain features of materials in the system, and has important control functions: the material type is used, among other things, to group field selection functions for a material, or to define the screen sequence, the type of number assignment and number ranges during material master record maintenance.

The following material types will have active inspection types:

Material Type

Description

FERT

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Finished Goods

HALB

Semi-finished goods

ROH

Raw Materials

Table 2 Material TypesOnce and inspection type is created and activated, the material is assigned to an inspection plant.

The QM view of the material master activates quality inspection for a material within a plant and controls the inspection process.

The material master settings control how materials will be inspected during the procurement process.

Catalog ProfileEach business unit has a catalog profile created. This profile is entered in the QM View and determines which code groups and codes appear in the quality notifications for that material.

ZCB – Char-Broil Codes ZLL – Lamplight Codes ZZB – Zebco Codes

The Catalog Profiles contain the name of the code groups and codes that should be displayed in quality notifications for a material.

QM proc. activeEvery item should have this box checked. It designates that there are QM functions active in the procurement process. The specific QM functions that are active are determined by two subsequent items, the QM Control Key configuration and the Quality Info Record

QM Control KeyEvery item should ‘0000’ in this box. This means that there are no controling functions active in configuration. This simply designates that a Quality Info Record should exist, and serves as a place holder for a different control key if other functions are even implemented.

a. 0000 – No active functionsThe QM Control Key can activate various QM functions in the procurement process. Control Key 0000 indicates the requirement for a Quality Info Record.

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There are two views for the QM view in the material master: The main view, which maintains general and procurement settings. The sub-view: Inspection Set-up where the various inspection types are maintained and activated (or

deactivated).

Quality Inspection Settings – Inspection LotsInspection lots contain the inspection types, origins, number ranges, and usage decisions for inspection plans.

Inspection Type Setup

Every item that is inspected will have certain inspection types activated to allow for the creation of inspection lots.

A material can have several inspection types maintained and activated based on the inspection process defined for that material.

Inspection types define when an inspection is to be carried out (goods receipts or stock transfers) in addition to how the inspection is to be carried out based on the settings for each inspection type.

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The inspection type must be activated to have an inspection lot created.

Note: An inspection type can also be deactivated by deselecting the Active checkbox. From that date forward, no inspection lots will be created for that material in that plant. However, the deactivation will have no effect on existing inspection lots.

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Type Description01 This inspection type is used to ensure that stock goes into Quality

Inspection when received from a PO/Inbound Delivery. It is used in conjuntion with inspection type 17 for receiving inspections.

ZLL01 This inspection type is a copy of 01 and is used to ensure that stock goes into Quality Inspection when received from a PO/Inbound Delivery for Lamplight specifically. It is used in conjuntion with inspection type 17 for receiving inspections.

17 This inspection type is used to create inspection lots based on goods receipts in the EWM system.

ZPSI This inspection type is used to create inspection lots for internal pre-shipment inspections in SAP. These inspection lots are manually created by inspectors in QA01.

ZLLPSI This inspection type is used to create inspection lots for internal pre-shipment inspections in SAP specifically for Lamplight. These inspection lots are created by a batch job running QI07 in the background. This inspection type requires a Quality Ino Record to be set up as well.

Z7 This inspection type is used by external vendors via the Vendor Portal Pre-inspection App. It is used by the vendors to submit their own inspection reports and should be active for any material that gets a vendor report submitted.

ZRW This inspection type is used to create inspection lots after the goods receipt from a rework production order.


Other Settings

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Setting DescriptionUD Selected Set This is the name of the selected set of UD codes that is used when

processing the usage decision for an inspection lot with this inspection type.

Selected Set in Same Plant

This check box requires that the selected set used for the UD must be set up in the same plant that the inspection lot exists in (a Char-Broil inspection lot cannot be evaluated with a UD from Zebco).

Notification type This field determines the type of notification that is created automatically at the time of defects recording within results recording for the inspection lot.

Task list usage This setting determines what type of inspection plans will be called up when inspection lots are created with this inspection type. This field will match the task list usage field in the inspection plan.


Additional transactions for the material master are described below:

Tcode Description Function

MM01 Create Material Master Use this transaction to create new materials for a plant or to extend current materials to other WCB plants

This is a highly authorized transaction

MM06 Flag Material for Deletion This transaction flags a material for deletion at different organizational levels

The material will still exist in the database and depending on the configuration – the system will issue either a warning or error message when it is used in a transaction. It is physically removed from the database when the archive program is run

MM03 Display a material master – QM View

Use this transaction to display the QM view in a material / plant

This transaction displays the QM inspection type(s) that are activated for a material / plant and the associated settings for each type

Changes are not allowed with this transaction

MM19 Display material at Key Date Use this transaction to display a material for a particular point in time (date).

QA08 Mass Change of Inspection Setup Data in Materials

This transaction is used to activate, deactivate, materials in a plants(s)

Hint: The QM view must exist before using this transaction

Exercise 1 Material Master Settings (MM02)

Scenario: Every material should have a plant-specific QM view in the material master. Activate the procurement data for a material in your plant.

Support Document: MM02 Create Duty of Inspection

Transaction Code

MM02


Required Data

Material

Select views

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Quality Management

Plant

Enter

Select a catalog profile type

Select procurement data

Make sure the QM procurement data selection box is selected.

Select one or more inspection types and select the Active checkbox

Save

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The material assignment to an inspection plan is performed at the Header level in the inspection plan. An inspection plan can have many materials assigned to it.

Once the inspection type is created and activated, the material must be assigned to an inspection plan. A material can be assigned to an inspection plan by using the change transaction (QP02) and adding the material to the existing assignments. If no inspection plan is available, a new plan for the material has to be created. We will discuss creating an inspection plan in another lesson.

Exercise 2 Assign Material to Inspection Plan (QP02)

Scenario: The inspection types have been created and activated in the material master. Based on the settings for the inspection type, the material must be assigned to an inspection. Assign the material to an existing inspection plan.

Support Document: QP02 Assign Material to Inspection Plan

Transaction Code

QP02


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Inspection Plan Header

Material 1

Material 2

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Required Data

Plant

Group

Click task lists overview

Click material assignment

Group counter

Material

Plant

Enter

Save

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LESSON 3: SAMPLING PROCEDURES

Lesson 3 Objectives

After completing this lesson, you will be able to: Display a sampling procedure Create a sampling procedure Change a sampling procedure

Sampling OverviewSampling procedures are used to determine the scope of samples for measuring an inspection characteristic.

Sampling procedures are necessary to define the quantity of a sample and the valuation (accept / reject) for an inspection characteristic during results recording.

An example of a sampling procedure is described in the following table.

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Sampling Procedure Transaction Code: QDV1Name 8 Characters (alpha / numeric)Description 40 Characters (alpha / numeric)Sampling Type Fixed SampleValuation mode Attributive inspection non-conforming unitsInspection Points Without inspection pointsSample Size 5Acceptance number Zero


Sampling Schemes

Sampling schemes are used to determine the sample size for each characteristic that is evaluated during results recording for an inspection lot. It determines a sample size based on the receipt quantity and determines accept/reject numbers. These accept/reject numbers can be determined by AQL and inspection severity.

Sampling Scheme

Description

Lot size This corresponds to the inspection lot size and determines the sample size and accept/reject numbers for the sample size.

Sample size Sample size for an inspection characteristic at the given lot size.Accept Number This number (blank for zero) determies the acceptance number for the sample

size at the given AWL and inspection severity.Reject Number Determines the rejection number for the sample size at the given AQL and

inspection severity (blank for zero).

Sampling Procedure

A sampling procedure defines the rules that specify how the system calculates the sample size and it contains information about the valuation of an inspection characteristic during results recording. Sampling procedures are usually used at characteristic level of an inspection plan.

Sampling Procedure

Description

Sampling Type Designates how the sample size is determined.Value Mode Designates how to determine if an inspection characteristic has passed or failed.Sampling Scheme This field references which sampling scheme this procedure is based on.Additional data Specific inspection Severity and AQL from the sampling scheme are assigned to

the sampling procedure.

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Additional transactions used for sampling procedures include:


QDV3 Change Sampling Procedure This transaction is used to display a sampling procedure

Changes cannot be made using this transaction

QDV6 Sampling Procedure Where-Used List

This transaction displays all the inspection plans and material masters where the sampling procedure is assigned

QDV7 Replace Sampling Procedure Use this transaction to replace an obsolete sampling procedure with a new or changes sampling procedure in inspections plans

Exercise 1 Display Sampling Procedure (QDV3)

Scenario: Display a sampling procedure.

Support Document: QDV3 Display Sampling Procedure

Transaction Code

QDV3


Required Data

Sampling Procedure

Enter

What settings display for the sampling procedure?

Which sampling types are available?

Which evaluation modes are available?

Exercise 2 Create Sampling Procedure (QDV1)

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Scenario: Sampling procedures are used to calculate the sample size of an inspection lot and also to how characteristics are valuated during results recording. Create a sampling procedure.

Support Document: QDV1 Create Sampling Procedures

Transaction Code

QDV1


Required Data

Sampling Procedure (enter a name)

Click

Short Text

Sampling Type

Valuation Mode

Inspection Points

Enter

Which multiple samples display?

Select a multiple samples option

Click

Save

Exercise 3 Change Sampling Procedure (QDV2)

Scenario: Change the sample size of the sampling procedure created in the previous exercise.

Support Document: QDV2 Change Sampling Procedure

Transaction Code

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QDV2


Required Data

Sampling Procedure

Click

Change the sample size

5

Change the acceptance number

0

Save

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Dynamic Modification Rule (DMR)The DMR defines the change of the inspection stages, the dynamic modification time (at lot creation or after the usage decision has been made), and the conditions for the inspection stage change. Inspection stage changes occur on the basis of the inspection results that are recorded for inspection lots and inspection characteristics (that is, on the basis of their acceptance or rejection). Collectively these rules make up the conditions for creating SKIP LOTS in SAP.

The rules in the inspection stages are set with rules for advancing and reverting the inspection stage.

If you want to use a DMR and Sampling Procedures in the same inspection plan, their relationship has to be explicitly allowed using SAP transaction QDB1.

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LESSON 4: MASTER INSPECTION CHARACTERISTICS

Lesson 4 Objectives

After completing this lesson, you will be able to: Define the different types of master inspection characteristics Explain the function of control indicators Define the hierarchy of catalogs and when they are required for an MIC Create and display an MIC

Master Inspection Characteristics OverviewMaster Inspection Characteristics (MICs) are assigned to inspection plans at the operation level. MICs standardize the inspection process and make it more efficient – one MIC can be assigned to many inspection plants. It is QM master data that is created once and used long term.

A master inspection characteristic is an inspection characteristic, which has been defined for frequent use in task lists or should be evaluated for all inspection plans. For example, if particular specifications are required in many inspection plans, a suitable MIC is created and assigned to many inspections plans

MICs help to improve and standardize inspection planning. When a master inspection characteristic is created, the characteristic type has to be defined. There are

two options: Quantitative characteristic: Numeric values are expected as inspection results (e.g. thickness in meter) Qualitative characteristic: Attribute values are expected as inspection results (e.g. color by color palette)

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MIC

Control Indicators

What is to be

Inspected?

Admin. Data

General Data


WCB will create master inspection characteristics as complete copy models. Complete copy models allow changes to the MIC when it is assigned to an inspection plan operation (for example, tolerances or color).

WCB Qualitative Control IndicatorsQualitative Characteristic Control IndicatorsCharacteristic attribute (required)Sampling procedure (required)Required characteristic (required)Fixed scope (required)No documentationPrint

WCB Quantitative Control IndicatorsQuantitative Characteristic Control IndicatorsLower value (required, if the characteristic has a lower value)Upper value (required, if the characteristic has an upper value)Target value (required, if the characteristic has a target value)Sampling procedure (required)Single resultRequired characteristic (required)Fixed scope (required)No documentationRecord measured values (required)PrintNo formula

The following quantitative data of the characteristic should be maintained:

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• Decimal places• Unit of measure• Lower value (must, if selected in control key)• Upper value (must, if selected in control key)• Target value (must, if selected in control key)

For Qualitative characteristics, the selected set of the characteristic must be maintained for the catalog type ‘characteristic attributes’ (catalog type identifier ‘1’). The catalog and the plant specific selected set must be defined before by customizing settings.

Indicator DescriptionSampling Procedure Indicator

Designates that a sample size must be determined for the inspection lot and will cause a sampling procedure to be required for inspection plans that use this characteristic.

Record Number of Defects Indicator

Designates that the data recorded during results recording should be for the number of defects found when evaluating the material for critical, major, and minor defects.

Defects Recording Indicator Designates that defect codes should be recorded when the number of defects entered during results recording is greater than the reject number. This indicator causes the defect screen to pop up automatically.

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Additional transactions used for master inspection characteristics include:

Tcode Description

QS25 Delete a MIC. This transaction deletes a MIC. Once deleted, the MIC can no longer be used for new assignments in an inspection plan.

QS26 Where-Used List for MICs. This list displays all the inspection plans the MIC is assigned to. The selection criteria are based on the MIC and plant and version.

QS27 Replace one MIC with another MIC in a plant.

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Exercise 1 Create Qualitative Master Inspection Characteristic (QS21)Scenario: Create a qualitative master inspection characteristic.

Support Document: QS21 Create Qualitative Master Inspection Characteristic

Transaction Code QS21

Complete the following field(s): Required Data

Plant

Master insp.charac.

Enter

Short text

Search field

Which qualitative characteristics are available?

Select appropriate characteristic control indicators

Enter

Save

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LESSON 5: INSPECTION PLAN

Lesson 5 Objectives

After completing this lesson, you will be able to: Define inspection plan Explain the structure of an inspection plan Create an inspection plan Assign master data to an inspection plan

Inspection Plan OverviewInspection plans describe how a quality inspection of one or several materials is to take place. The inspection plan designates the sequence of inspection operations and the range of specifications available for inspecting inspection characteristics. Inspection plans are defined at the plant-specific level.

Inspection plans are created to assign a material for quality inspection. • An inspection lot must have a status of “REL” for it to be processed• To display the status of an inspection lot: use transaction code QA03

• The inspection lot number can be found on the material document from the good receipt or by using other transactions.

• WCB will use inspection plans for the quality check of raw material and are assigned to the material when the inspection lot is created at goods receipt

• If a new material is created, generally only an assignment of the material to an existing plan is necessary

• The assignment of an inspection plan to a material is important because it defines which characteristics of a material has to be inspected

• If an inspection plan does not exist for a material, a new plan has to be created for the material

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Which Order?

How?

What?


Inspection Plan Structure

The inspection plan group represents the material group in SAP and plan group counters are used if materials have different units of measure. This is necessary because the unit of measure in the plan header must match the unit of measure of the material assigned.

Inspection Plan Header

The inspection plan header defines settings that apply to the entire inspection plan.

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The inspection plan usage ties this inspection plan to a specific inspection type(s). The task list usage defined for an inspection type will cause an inspection lot to call an inspection plan with the same usage.

Inspection Plan Unit of Measure – The inspection plan unit of measure designates what the unit of measure can be for any material on the inspection plan. In order to use an inspection plan, a material must have that unit of measure as its base unit of measure, or there must be a conversion from the material’s base unit of measure to the inspection plan usage maintained in the alternate unit of measure are of the material master.

DMR level – The dynamic modification level determines whether inspection stage changes (and skip lots) are determined by acceptable results at the inspection lot level, the inspection characteristic level, or the inspection type level. Char-Broil and Zebco will use the inspection lot level.

DMR – This field links the inspection plan to a previously created dynamic modification rule.

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Exercise 1 Display Inspection Plan (QP03)Scenario: Display an inspection plan.

Support Document: QP03 Display Inspection Plan

Transaction Code QP03


Material

Plant

Enter

Which operations are identified in the plan?

Review header information.

What is the modification rule?

Look at details for an operation.

What is the control key for the operation?

Review the inspection characteristics.

What are the master inspection characteristics for the plan?

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Exercise 2 Create Inspection Plan (QP01)Scenario: Create an inspection plan that will be used for quality inspections.

Support Document: QP01 Create Inspection Plan



Key date

Click Header icon

Create new entries for the inspection plan

Group counter

Short text

Plant

Usage

Status

Lot size

Assign operations

Control key

Description

Create inspection characteristics

Enter twice

Char

Short text

Set control indicators

Sampling Procedure

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Exercise 2 Create Inspection Plan (QP01)SPC criterion

Save

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Material Assignment to an Inspection PlanMaterials are assigned at the header level in the inspection plan. An inspection plan can be assigned to many materials and group counters.

Materials are assigned at the plant-specific level. A material must exist in a plant to be assigned to an inspection plan there.

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Exercise 3 Display Material Assignment for an Inspection Plan (QS62)Scenario: You want to display the material assignment for an inspection plan.

Support Document: QS62 Display Material Specification



Material

Enter

Which master inspection characteristics are assigned to the material?

Review master inspection characteristics.

What is the status?

Look at the control indicators.

Are sampling procedures scheduled for the material?

Review the inspection characteristics.

Enter

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Exercise 4 Create a Material Assignment for an Inspection Plan (QS61)Scenario: You want to create a new material assignment for an inspection plan and set the master isnpection characteristics.

Support Document: QS61 Create Material Specification



Material

Enter

Plant

Assign master inspection characteristic(s).

Which characteristics did you assign?

Save

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Inspection Plan Operation LevelInspection plan operations allow for the sequencing of inspection activities, similar to a routing. Inspection characteristics are assigned to an inspection plan operation.

Inspection CharacteristicsWithin each operation in an inpection plan there are inspection characteristics. These can be direct references to master inspection characteristics, or these can be set up uniquely in the inspection plan. All settings that are available in a master inspection characteristic are available and editable for an individual inspection plan.

Characteristic DescriptionMaster inspection characteristic

This column is where the reference to a master inspection characteristic is entered for an inspection plan.

Sampling Procedure This column is where the reference to a sampling procedure is entered for an inspection characteristic.

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Changes to Inspection PlansChanges can be made to inspection plans using transaction code QP02.

Typical changes can include: Adding material assignment Creating a new group counter Any changes to master data (master inspection characteristic, sample procedures)

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New Data Old Data


Exercise 5 Change Inspection Plan (QP02)Scenario: You need to make changes to an inspection plan. For this exercise, add a work center.

Support Document: QP02 Change Inspection Plan



Material

Plant

Enter

Which operations are identified in the plan?

Add or change the work center.

Save

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Engineering WorkbenchThe engineering workbench is a mass maintenance tool for inspection plans. The engineering workbench uses the object-oriented approach and includes all of the object types that belong to an inspection plan. Object types can be combined to form complex search criteria resulting in a very specific work list. The work list allows changes to be made at one time and will lock the inspection plan until the changes are saved.

You use the inspection planning functions to define inspection criteria (for example, material to be inspected, how the inspection is to take place, characteristics to be inspected, required test equipment, work center and inspection specifications). The system contains the following inspection planning options:

You can use task lists (inspection plans, routings, rate routings, and maintenance task lists) to define inspection characteristics, their assignment to inspection operations and the test equipment to be used. This enables you to inspect materials at a quality inspection.

Additional transactions used for inspection plans include:


QP03 Display inspection plan. Use this transaction to display all inspection plans for a plant / material.

QP60 Task list changes. This transaction displays all changes to an inspection plan based on selection criteria.

QP61 Display change documents for inspection plan group.

Use this transaction to display change documents for an inspection plan / group based on the selection criteria entered.

Exercise 6 Maintain Inspection Plan (CWBQM)

Scenario: You want to create a task for an inspection plan using the engineering workbench function.

Support Document: CWBQM Workbench

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Transaction Code

CWBQM


Required Data

Current Working Area

Enter

Enter

What is the heading for the initial screen?

Date

Defaults to today’s date

Material

Plant

Task List Type

Group

Group Counter

Load the details you added

Did you get a system message?

Save

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Quality Info RecordsQuality info records are used to document the quality relationship between a vendor and the material they supply. These records are maintained at the plant level and have various functions in QM in procurement. Zebco will use quality info records to document the supply relationship with vendors and have them in place for future considerations. Use transaction QI02 to make changes to the quality info records for procurement.

The Release tab displays details about quantities and blocks.

The Insp. control tab displays vendor details and lead time information.

Field DescriptionRelease Until Used to release the vendor relationship until the specified date. If the vendor

control function is active, purchase orders to this vendor are prevented if the current date is after the release until date.

Source Inspection

Designates which inspection type is used when source inspection lots are created by SAP. This field will only be used by Lamplight.

Lead time This field determines how many days before the the PO line item delivery date a source inspection lot should be created. This field will only be used by Lamplight.

Vendor Contact PersonsVendor contacts will be used to store the name and email address of the person at a vendor who should be the recipient of the inspection report generated when a usage decision codes ending in the letter S is applied to an inspection lot. Use MAP2 to make changes to partner details.

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The Function field is used to indicate that this contact is the one that should be used to supply the email address for the inspection report.

Code Groups and CodesThe SAP QM application utlizes codes in various areas for documentation and reporting purposes. The codes were loaded as part of the data migration based on legacy data provided by the businesses. The codes visible to each business are determined by their inclusion in a catalog profile assigned in the QM View of each material. Use QS41 to make changes to code groups and codes.

2 – Task Codes

Task codes are used in quality notifications to document the specific tasks that are required and tracked in the completion of an issue related to a vendor, product, or customer. Tasks are assigned at the header (general) level or at the defect (item) level. Tasks can be assigned to vendors and accessed through the vendor portal, or assign to users and accessed in SAP GUI.

3 – Usage Decision Codes

Usage decision codes are used to evaluate and close an inspection lot. Genreally they reflect an acceptance or rejection of the inspection lot. For Char-Broil, Lamplight, and Zebco, the usage decision will drive the stock type (unrestricted or blocked) in the warehouse, and will also designate inspection lots that should generate an email report to vendors. Any code that ends in the letter S will cause SAP to automatically send a report to the related vendor when it is applied as the usage decision for an inspection lot.

5 – Cause Codes

Cause codes are used in notifications and are applied specifically to individual defect codes to document the root cause of the defect.

9 – Defect Codes

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Defect codes are used in notifications to document the specific defects that are found in a material. These are a very important piece of information as these codes are used in reporting to determins specific and recurring problems with products, vendors, or customers. Defects can be tied to location codes, cause codes, and task codes.

D – Coding Codes

Coding codes are assigned at the header level of a notification to provide an additional level of classification about the issue.

E – Defect Location Codes

Defect location codes are used to document where on the product a defect was found. This codes are available to all businesses but are most extensively used by Char-Broil.

Selected SetsSelected sets are created to combine code groups and codes into a single group for use within a specific area. For Char-Broil, Lamplight, and Zebco, selected sets will be used to determine which usage decisions codes are available for a given inspection type. Selected sets are set up at the plant-specific level. SAP transaction QS51 is used to make changes to selected sets.

Selected sets are tied to inspection types in the inspection type configuration.

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Quality NotificationsQuality notifications are used to document quality issues with a product, a vendor, a customer, or a combination of the three. Notifications capture data like issue descriptions, long text, material number, plant number, defects, tasks, causes, etc. Notifications can be created directly from results recording for an inspection lot.

The following notification types are available for Char-Broil, Lamplight, and Zebco:

Notification Type DescriptionF1 – Customer related defects There are no current processes utilizing this notification type, but it

is available for future considerations.F2 – Vendor related defects This notification type is tied to inspection types 01, ZLL01, 17,

ZPSI, and ZLLPSI and documents quality issues experienced in vendor related inspections.

F3 – Material related defects This notification type is tied to inspection type ZRW and documents quality issues related to post-rework inspections.

Q1 – Customer Complaints There are no current processes utilizing this notification type, but it is available for future considerations.

Q2 – Vendor Complaints This notification type is created manually to document issues related to vendors that are not discovered as part of an inspection lot processing.

Q3 – Internal problem This notification type documents issues encountered internally outside of an inspection process.

ZC – Char-Broil Deviation Request

This notification type is created via the vendor portal for vendors to submit deviation requests.

ZL – Lamplight Deviation Request This notification type is created via the vendor portal for vendors to submit deviation requests.

ZZ – Zebco Deviation Request This notification type is created via the vendor portal for vendors to submit deviation requests.

Notification statuses and selection profiles are maintained by configuration specialists and display the information about how notifications will display during the QM processes.

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Work with your configuration specialist to determine which SAP transaction should be used to maintain settings for notifications.

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LESSON 6: VENDOR PORTAL

Lesson 6 Objectives

After completing this lesson, you will be able to: Define the vendor portal master data Describe the pre-inspection app Explain how tasks are assigned and maintained Report on the vendor portal

Vendor Portal OverviewThe vendor portal is an application that can be used by vendors to log quality complaints and is made up of the following components for QM:

Pre-inspection App Quality Tasks App Deviation Management App Inspection Report Email Program

These components will help WCB and vendors identify and resolve issues quickly and effectively.

Vendor Portal – Pre-inspection AppThe pre-inspection application in the vendor portal is designed to allow vendors to submit inspection reports directly into the WC Bradley SAP system. The vendors will access PO line items via the application and create inspection lots within the SAP system. These inspection lots will have inspection type Z7 and do not require results recording. They will stay in released status (REL) for 24 hours, after which time SAP will make an automatic usage decision for them via a batch job.

Vendors are assigned to a quality engineer and will report purchase orders to that quality engineer using the vendor portal.

Vendor Portal – Quality Tasks AppThe quality tasks application in the vendor portal is designed to allow vendors to see and process tasks that are assigned to them in quality notifications within the SAP system. Vendors can submit text notes, attach documents, and set tasks to complete status (TSCO).

In order to see quality tasks, the task in the notification must be assigned to the correct vendor number in the notification.

Vendors will see quality tasks that need to be addressed in the vendor portal.

Vendor Portal – Deviation Management AppThe deviation management application in the vendor portal is designed to allow vendors to submit deviation requests directly in to the SAP system. The deviation request is submitted via a notification type (ZC – Char-Broil, ZL – Lamplight, ZZ – Zebco).

Vendors will submit deviation requests in the vendor portal.

Vendor Portal – Inspection Report Email ProgramThe inspection report email program is designed to send an email to the reference vendor for an inspection lot. This program finds all inspection lots that have a usage decision code that ends in the letter S and generates an email which is sent via SOST. The variant for the batch job that runs the program will limit the selection to inspection lots with a usage decision date of the current date and a usage decision time within the last 30 minutes. The batch job will run every 30 minutes. The email will have the following attachments:

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the standard SAP inspection report Any files attached to the inspection lot via the generic object services function.

In order to function properly, the reference vendor must have a contact person created in transaction MAP1 with a function of ZQ to designate that contact as the recipient of the email report. The contact person must have a valid email address.

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LESSON 7: BATCH JOBS

Lesson 7 Objectives

After completing this lesson, you will be able to: Define the batch jobs used for quality management Maintain the inspection report Maintain automatic usage decisions

Batch Jobs OverviewBatch jobs are utilized to tell the system how often to report certain quality management reports.

Inspection report Automatic usage decision

Inspection ReportA batch job runs the inspection report email program. There is one batch job for each plant that does inspections and sends reports to vendors. The interval for this batch job is every 30 minutes, and the pulls in all inspection lot numbers for a specific plant with a UD (usage decision) date equal to the current date. The program populates the time fields to select inspection lots from the last 30 minutes.

Automatic Usage DecisionA batch job makes usage decisions for inspection lots with inspection type Z7 because these lots are submitted by the vendors and WCB users will not be directly processing them. The transaction to set up the automatic usage decision job is QA17. One batch job is set up for each plant that has vendors submitting inspection reports using Z7 inspection lots.

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APPENDIX – END USER PROCEDURESLesson 1: Display Inspection Lot (QA03)No EUPLesson 1: Display Material Master QM View (MM03)Material Master Processing Use this transaction to display a material master record. The material master contains information for all the materials that a company procures or produces, stores, and sells. The material master is used by all components in the SAP logistics system: In Purchasing for ordering In Inventory management for goods movement postings and physical inventory In Invoice verification for posting invoices In sales and distribution for sales order processing In production planning and control for material requirements planningThe data in a material master record can be divided into two categories: Data of a purely descriptive nature, such as name, size, or dimension Data that system uses to perform control function, such as MRP type control, and price controlThe Material Master is maintained at different organization levels such as client, plant, and storage location.A Material Master record is created in following cases: If no material master record exists for a particular material. In this case, you must create the material master

record. If a material master record exists for a particular material, but the master for your department is missing. In

this case, you must extend the material master record. If a material master record exists for a particular material and the master data for your user department is

entered, but not for the appropriate organizational level. In this case, you must extend the material master record.

Related Transactions & ProcessesMM01 Material Master - CreateMM02 Material Master - ChangeMM03 Material Master - DisplayMM04 List of QuotationsMM06 Flag for deletionMMSC Enter storage locationsMM60 Material Master - ListMM50 Extend material list

Tips & Tricks If the same values are used frequently, it will be faster to access the material master data by setting up

defaults. Default values can be set up for Industry Sector, Views and Organizational levels. These defaults are set from the MM03 initial screen, from the menu selection “Defaults”.

If all views should be displayed, it is faster to click the Select All button rather than clicking on each view button.

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Activity1. Follow the SAP menu as shown, or type the transaction code MM03 in the command field.

Result: The Display Material (Initial Screen) displays.

2. Enter the Material number. 3. Click .

Result: The Select View(s) dialog box displays.

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4. Select the appropriate screens to view, for example, MRP1 view. 5. Click .

Result: The Organizational Levels dialog box displays:

6. Enter the Plant code. 7. Click .

Result: The Purchase view screen displays:

8. Click .Result: The Last data screen reached screen displays.

9. Click .

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Lesson 2: Material Master Settings (MM02)Material Master Processing Use this transaction to change a material master record. The material master contains information for all the materials that a company procures or produces, stores, and sells. The material master is used by all components in the SAP logistics system:

In Purchasing for ordering In Inventory management for goods movement postings and physical inventory In Invoice verification for posting invoices In sales and distribution for sales order processing In production planning and control for material requirements planning

The data in a material master record can be divided into two categories: Data of a purely descriptive nature, such as name, size, or dimension Data that system uses to perform control function, such as MRP type control, and price control

The Material Master is maintained at different organization levels such as client, plant, and storage location.A Material Master record is created in following cases:

If no material master record exists for a particular material. In this case, you must create the material master record.

If a material master record exists for a particular material, but the master for your department is missing. In this case, you must extend the material master record.

If a material master record exists for a particular material and the master data for your user department is entered, but not for the appropriate organizational level. In this case, you must extend the material master record.

Fields within the material master can be added and maintained after the initial creation process. Some fields cannot be changed after transactions have been processed against the material (i.e., base unit of measure), and some should not be changed without proper precautions.Related Transactions & Processes

MM01 Material Master - CreateMM02 Material Master - ChangeMM03 Material Master - DisplayMM04 List of QuotationsMM06 Flag for deletionMMSC Enter storage locationsMM60 Material Master - ListMM50 Extend the material views

Tips & Tricks

To select the view to change, it is faster to click the Select All button rather than clicking on each view button.

Click to move between the displayed views. You can also click the view tabs individually to control the progression through the views.

The Views that you select will determine the Organizational level dialog box and its fields. To set user defaults for views and organizational levels for a new material, follow these steps:

o Views: Use the menu path Defaults Views Select those views for which you want to establish defaults. You can also select

when the select view dialog box is to be by-passed unless selected.o Organizational levels:

Use the menu path Defaults organizational levels Select those organizational levels for which you want to establish defaults. Select

when the select view dialog box is to be by-passed unless selected.

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Activity1. Follow the SAP menu as shown, or type the transaction code MM02 in the command field.

Result: The Change Material (Initial Screen) displays.

2. Enter the Material number.

3. Click .Result: Pop –up select view screen

4. Select the appropriate views you want to display, for example, the Purchasing view.

5. Click .

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Result: The Organizational Levels dialog box displays:

6. Enter the Plant code.

7. Click .Result: The Purchasing view screen displays:

8. Change the field information as needed. For example, change the GR processing time from 3 days to 4

9. days. Click . Result: The Last data screen reached screen displays.

10. Click .Result: SAP displays a message at the bottom of screen like the one shown below.

Lesson 2: Assign Material to Inspection Plan (QP02)No EUPLesson 3: Display Sampling Procedure (QDV3)No EUPLesson 3: Create Sampling Procedure (QDV1)Create Sampling ProcedureA sampling procedure defines the rules that specify how the system calculates the sample size and it contains information about the valuation of an inspection characteristic during results recording (attributive, variable, manual, etc.). This document describes the process of creating a new sampling procedure.

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Related TransactionsQDV2 Change Sampling ProcedureQDV3 Display Sampling Procedure

Activity1. Follow the SAP menu as shown, or type the transaction code QDV1 in the command field.

Result: The Create Sampling Procedure: Initial screen displays.

2. Enter the name of the sampling procedure and click on Result: The Create Sampling Procedure: Assignments screen displays

3. Enter the information as specified in the table below:Field Name Description R/O/C User Action and ValuesShort Text Short Text for sampling procedure R Enter the short text or short description for

the Sampling ProcedureSampling Type

Specifies how the sample is determined e.g., 100% sample, sample with a fixed size.

R Enter the alphanumeric that uniquely identifies the sampling type. (use the down arrow to search and pick the required one)

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Field Name Description R/O/C User Action and ValuesValuation Mode

Defines the rules for accepting or rejecting a characteristic or sample

R Enter the alphanumeric that uniquely identifies the valuation mode (use the down arrow to search and pick the required one).

Inspection Points

Choose one of the following inspection points indicatorWithout insp. pointsPlant maintenanceSample ManagementFree inspection pts

R Click on one of the 4 radio buttons

4. Hit EnterResult: The Create Sampling Procedure: Special Conditions screen displays

5. Choose one of the 3 options present under the Multiple Samples group. (No multiple samples, Indep. Multiple samples, Sep. multiple samples).

6. Click on Result: The Fixed Sample pop-up box displays.

Note: The fields in this screen will be different based on the inspection Type and Valuation mode selected. The following are the ones for “Fixed Sample” inspection type and “Attributive inspection nonconf units” valuation mode. Enter the sample size and click on

7. Click on Result: The sample is saved. Confirmatory message appears on the bottom of the SAP screen.

8. To return to the SAP menu, click on .Lesson 3: Change Sampling Procedure (QDV2)Change Sample ProceduresA sampling procedure defines the rules that specify how the system calculates the sample size and it contains information about the valuation of an inspection characteristic during results recording (attributive, variable, manual, etc.). This document describes the process of changing a sampling procedure.

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Related TransactionsQDV1 Create Sample ProcedureQDV2 Display Sample Procedure

Activity1. Follow the SAP menu as shown, or type the transaction code QDV2 in the command field.

Result: The Change Sample Procedure: Initial screen displays.

2. Enter the sampling procedure name

3. Click on Result: The Change Sampling Procedure: Assignments screen is displayed

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4. Make changes to each tab as required.

Note: Click on the “Administrative Data” icon in order to view the person created or changed the dynamic modification and the data it was done

5. Click on Result: Confirmatory message appears at the bottom of the SAP screen.

6. To return to the SAP menu, click on .Lesson 4: Create Qualitative Master Inspection Characteristic (QS21)No EUPLesson 5: Display Inspection Plan (QP03)No EUPLesson 5: Create Inspection Plan (QP01)Create Inspection PlanThe inspection plan is the task list used by the Quality Management (QM) component to process quality inspections. Inspection plans are used to carry out such production-related tasks (for example, inspecting goods upon goods receipt or goods issue). Quality inspections during production are carried out on the basis of the routing. This end user procedure covers the use of inspection plans for quality management applications.The inspection plan structure mirrors the structure of the routing in the Production Planning (PP) component.The plan consists of the following elements:

General information (header) One or more operations; operations within the QM component are created and maintained exactly as

those within the Production Planning (PP) component. For information about operations, see the online documentation for PP Production Planning.

For each operation you can define Test equipment used for the inspection (as production resources) Location where the inspection takes place (as work centers)

Related TransactionsQP02 Change Inspection PlanQP03 Display Inspection Plan

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Tips and Tricks You can assign one or more materials to an inspection plan. Providing you do not use master inspection characteristics in the plan, you can assign different characteristic

values for each material for an inspection characteristic. These are known as allocation values for an inspection characteristic.

Inspection characteristics (inspection characteristics cannot be assigned to a sub-operation).

Activity1. Follow the SAP menu as shown, or type the transaction code QP01 in the command field.

Result: The Create Inspection Plan: Initial screen displays.

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2. Enter the information as specified in the table below:Field Name Description R/O/C User Action and ValuesMaterial Material number O Enter the alphanumeric key that uniquely

identifies the material that the inspection plan is to be created for.

Plant Plant number O Enter the alphanumeric key that uniquely identifies the plant where the inspection plan is to be used.

Group Group number (inspection plans) O Enter the alphanumeric key that uniquely identifies group number where the new inspection plan is to be grouped.

Change number

Change master record number O Enter the alphanumeric key that uniquely identifies the change master record associated with the new inspection plan.

Key date Key date R Enter a date in the future the inspection plan will be valid. The system will populate this field with the current date

Revision level

Revision level ID O Used in conjunction with the change number, this field identifies the status of the inspection plan.

Profile Profile ID O Enter the alphanumeric key that uniquely identifies the inspection plan profile, this will use predefined data to populate some of the data fields in the new inspection plan.

3. Click on the Header Icon Result: The Inspection Plan Create: Task List Overview screen is displayed

Note: You will get to this screen only if you did not enter a material with a plant on the previous screen.

4. Click on .Result: The Create Inspection Plan: Header Details appears

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5. Enter the information as specified in the table below.Field Name Description R/O/C User Action and Values CommentsGroup Group number D The alphanumeric key that uniquely

identifies the inspection group number that includes the group counter of the inspection plan. This is a system-generated number.

Group counter

Group counter ID R Enter the alphanumeric key that uniquely identifies the inspection plan group counter that specifically identifies the inspection plan.

Short text Group counter short text O Enter a short description of the inspection plan.

Plant Plant number R Enter the alphanumeric key that uniquely identifies the plant at which the inspection plan is to be valid for.

Deletion flag Deletion flag O Check this box to set the deletion flag so that the inspection plan will be deleted at the next reorganization run or archiving procedure.

Use Inspection plan use ID R Enter the alphanumeric key that uniquely identifies the inspection plan use ID, (I.E. production, goods issue, goods receipt, universal…)

Status Inspection plan status ID R Enter the alphanumeric key that uniquely identifies the inspection plan status, (I.E. created, released…)

The inspection plan has to be release before it can be used.

Planner group

Planner group O Enter the alphanumeric key that uniquely identifies the planner group responsible for maintaining the inspection plan.

Planning work center

Planning work center O Enter the alphanumeric key that uniquely identifies the planning work center where the inspection is to take place

Lot size Lot size R Enter the lower and upper lot sizes for the validity of the inspection plan.

Old task list number

Old task list number O If the new inspection plan is replacing an older inspection plan, enter the old inspection plan number.

Inspec. points

Inspection points O If using inspection points to process the inspection, enter the inspection point.

Dynamic mod. Level

Dynamic modification level

O Enter the level at which the inspection stage is made and on which the quality level is maintained, (I.E. without, at lot level, at characteristic level)

Modification rule

Modification rule O Enter the dynamic modification rule that contains the inspection stages and the conditions that lead to changes in inspection stages.

Note: If you want to assign more than one material to the Inspection Plan, attach the required

materials by clicking on

6. Click on Result: The Inspection Plan Create: Operation Overview screen is displayed.

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7. Enter the information as specified in the table below.Field Name Description R/O/C User Action and ValuesOperation Operation ID number O Enter the numeric key that uniquely

identifies the operation. (I.E. 0010, 0020, 0030…)

Work center Work Center ID Number O Enter the alphanumeric key that uniquely identifies the work center where the inspection is to take place.

Plnt Plant ID number O Enter the alphanumeric key that uniquely identifies the plant where the inspection will take place.

Control key Control key ID R Enter the alphanumeric key that uniquely identifies the control key. A control key will specify a set of business transactions to maintain for the inspection operation. Use QM01 or QM02

Standard text key

Standard text key O Enter the alphanumeric key that uniquely identifies the standard text key. A standard text key will import a standard description in the description field.

Description Operation description R Enter a description of the inspection operation

Long text exist

Long text exist indicator O Use this check box to indicate if long text exists. Also use this indicator to enter the long text area.

8. Select an Operation and click on Result: The Create Inspection Plan: Characteristic Overview screen appears

9. Enter the information as specified in the table below.Field Name Description R/O/C User Action and Values CommentsChar Characteristic number R Enter the characteristic number.

(I.E. 10, 20, 30 …)Qn Quantitative characteristic

indicatorO Check if characteristic is quantitative

in nature.One of these options Qn or Ql has to be selected

Ql Qualitative characteristic indicator

O Check if characteristic is qualitative in nature.

MstrChar Master inspection characteristic

O Enter or search the alphanumeric key that uniquely identifies the master inspection characteristic key.

Short text Short text R Short text description of the inspection characteristic.

L Long text O Long text description of the inspection characteristic

Method Inspection Method. An inspection method describes how to inspect an inspection characteristic.

O Use the search to select an inspection method

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10. Select a characteristic and click on 11. On the first two screens, hit

Result: The Create Inspection Plan: Dynamic Modification Screen: Sample tab appears

12. Enter the information as specified below: Sampling Procedure: Procedure by which the sample size for an inspection is determined. Select a

sampling procedure from the drop-down SPC criterion: Serves as a criterion for establishing and limiting quality control charts for statistical

process control (SPC). Select a SPC criterion from the drop-down13. Hit Enter

Result: The Create Inspection Plan – Characteristic Overview screen appears with the filled in data.

14. Click on .Result: Inspection Plan is saved and confirmatory message is displayed.

15. To return to the SAP menu, click on .Lesson 5: Display Material Assignment for an Inspection Plan (QS62)No EUPLesson 5: Create a Material Assignment for an Inspection Plan (QS61)No EUPLesson 5: Change Inspection Plan (QP02)No EUPLesson 5: Maintain Inspection Plan (CWBQM)No EUP

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