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Table of Contents

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Tables and Figures


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Table of Contents
QM Master Data Introduction ..............................................................................................................................4
Using this Guide ................................................................................................ 4
Lesson 1: QM Overview ......................................................................................................................................5
Lesson 1 Objectives .......................................................................................... 5
QM Process Overview 5

QM Inspection Process 5

Exercise 1 Display an Inspection Lot (QA03) 8


Exercise 2 Display Material Master QM View (MM03) 9
Lesson 2: Material Master QM View ................................................................................................................ 10
Lesson 2 Objectives ........................................................................................ 10
Master Data 10

Material Master Data 10

The Importance of Master Data 11

Catalog Profile 12

QM proc. active 12

QM Control Key 12

Quality Inspection Settings Inspection Lots 13

Exercise 1 Material Master Settings (MM02) 16


Exercise 2 Assign Material to Inspection Plan (QP02) 18
Lesson 3: Sampling Procedures ...................................................................................................................... 19
Lesson 3 Objectives ........................................................................................ 19
Sampling Overview 19

Exercise 1 Display Sampling Procedure (QDV3) 22


Exercise 2 Create Sampling Procedure (QDV1) 23
Exercise 3 Change Sampling Procedure (QDV2) 24
Dynamic Modification Rule (DMR) 25

Lesson 4: Master Inspection Characteristics ................................................................................................... 26


Lesson 4 Objectives ........................................................................................ 26
Master Inspection Characteristics Overview 26

WCB Qualitative Control Indicators 27

WCB Quantitative Control Indicators 27

Exercise 1 Create Qualitative Master Inspection Characteristic (QS21) 30


Lesson 5: Inspection Plan ................................................................................................................................ 31
Lesson 5 Objectives ........................................................................................ 31
Inspection Plan Overview 31

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Inspection Plan Structure 32

Exercise 1 Display Inspection Plan (QP03) 34


Exercise 2 Create Inspection Plan (QP01) 35
Material Assignment to an Inspection Plan 37

Exercise 3 Display Material Assignment for an Inspection Plan (QS62) 38


Exercise 4 Create a Material Assignment for an Inspection Plan (QS61) 39
Inspection Plan Operation Level 40

Inspection Characteristics 40

Changes to Inspection Plans 41

Exercise 5 Change Inspection Plan (QP02) 42


Engineering Workbench 43

Exercise 6 Maintain Inspection Plan (CWBQM) 44


Quality Info Records 45

Vendor Contact Persons 45

Code Groups and Codes 46

Selected Sets 47

Quality Notifications 48

Lesson 6: Vendor Portal ................................................................................................................................... 50


Lesson 6 Objectives ........................................................................................ 50
Vendor Portal Overview 50

Vendor Portal Pre-inspection App 50

Vendor Portal Quality Tasks App 50

Vendor Portal Deviation Management App 50

Vendor Portal Inspection Report Email Program 50

Lesson 7: Batch Jobs ....................................................................................................................................... 52


Lesson 7 Objectives ........................................................................................ 52
Batch Jobs Overview 52

Inspection Report 52

Automatic Usage Decision 52

Appendix End User Procedures .................................................................................................................... 53


Lesson 1: Display Inspection Lot (QA03) ...................................................... 53
Lesson 1: Display Material Master QM View (MM03) .................................... 53
Material Master Processing 53

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Related Transactions & Processes 53

Tips & Tricks 53

Activity 54

Lesson 2: Material Master Settings (MM02)................................................... 56


Material Master Processing 56

Related Transactions & Processes 56

Tips & Tricks 56

Activity 57

Lesson 2: Assign Material to Inspection Plan (QP02) .................................. 58


Lesson 3: Display Sampling Procedure (QDV3)............................................ 58
Lesson 3: Create Sampling Procedure (QDV1) ............................................. 59
Create Sampling Procedure 59

Related Transactions 59

Activity 59

Lesson 3: Change Sampling Procedure (QDV2) ........................................... 61


Change Sample Procedures 61

Related Transactions 61

Activity 61

Lesson 4: Create Qualitative Master Inspection Characteristic (QS21) ...... 62


Lesson 5: Display Inspection Plan (QP03) .................................................... 62
Lesson 5: Create Inspection Plan (QP01) ...................................................... 62
Create Inspection Plan 62

Related Transactions 62

Tips and Tricks 63

Activity 63

Lesson 5: Display Material Assignment for an Inspection Plan (QS62) ...... 67


Lesson 5: Create a Material Assignment for an Inspection Plan (QS61) ..... 67
Lesson 5: Change Inspection Plan (QP02) .................................................... 67
Lesson 5: Maintain Inspection Plan (CWBQM) ............................................. 67

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QM MASTER DATA INTRODUCTION
This 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

Material Master, Inspection Characteristics, Inspection Plan


Planning Sample Procedures & Dynamic Modification (Skip)

Record Results (Accept / Reject)


Processing Usage Decision

Quality Notifications
Evaluation Quality Scores

Figure 1 QM Process
QM Inspection Process
The 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

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

Purchasing document

Material document

Order

Delivery document

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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.).

Record
Create Determine Inspect Usage
Sample
Results / Evaluation
Inspection Lot Material Decision
Defects

Figure 2 QM Inspection Process


An 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

Good receipts Goods receipt for purchase order into the warehouse.
Goods movements Transfer postings Plant to plant moves.
Returns Return from vendor or customer orders.

Customer Each customer complaint will be inspected.


Complaints
Vendor Each vendor complaint will be inspected.

Internal problems Defects All defects will be inspected.

Table 1 Master Data Terms

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Exercise 1 Display an Inspection Lot (QA03)
Dont have
Scenario: An inspection lot is a request to inspect a quantity an
of material for pre- defined characteristics. Display an
eup
inspection lot and answer the questions below.

Support Document: QA03 Display Inspection Lot

Complete the following field(s): Required Data / Results

Transaction Code QA03

Complete 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?

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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
Dont
inspection type, other actions are performed automatically. Display the QM have
view an
inspection set-up for goods
receipt for PO B and answer the following questions. eup

Support Document: MM03 Display Material Master Record

Transaction Code MM03

Complete the following field(s): 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 datas 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 Types


Material 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 Data
The Importance of Master Data
The 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 Finished Goods
HALB Semi-finished goods
ROH Raw Materials

Table 2 Material Types


Once and inspection type is created and activated, the material is assigned to an inspection plant.

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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 Profile
Each 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. active
Every 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 Key
Every 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 functions
The QM Control Key can activate various QM functions in the procurement process. Control Key 0000 indicates
the requirement for a Quality Info Record.

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).

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Quality Inspection Settings Inspection Lots
Inspection 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.

Type Description
01 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.

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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Other Settings

Setting Description
UD 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 This check box requires that the selected set used for the UD must be
Plant 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.

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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 Use this transaction to display the QM view in a material /
View 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 This transaction is used to activate, deactivate, materials in
Setup Data in Materials a plants(s)

Hint: The QM view must exist before using this transaction

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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. Dont have an
eup
Support Document: MM02 Create Duty of Inspection

Transaction Code MM02

Complete the following field(s): Required Data

Material

Select views 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.

Inspection Plan
Header

Material 1

Material 2

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.

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Exercise 2 Assign Material to Inspection Plan (QP02)
Dont have an
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. eup
Assign the material to an existing
inspection plan.

Support Document: QP02 Assign Material to Inspection Plan

Transaction Code QP02

Complete the following field(s): 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 Overview
Sampling 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.

Sampling Procedure Transaction Code: QDV1


Name 8 Characters (alpha / numeric)
Description 40 Characters (alpha / numeric)
Sampling Type Fixed Sample
Valuation mode Attributive inspection non-conforming units
Inspection Points Without inspection points
Sample Size 5
Acceptance number Zero

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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 Description
Scheme
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 Description
Procedure
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:

Tcode Description Function

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 This transaction displays all the inspection plans
List 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

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Exercise 1 Display Sampling Procedure (QDV3)
Dont have an
eup
Scenario: Display a sampling procedure.

Support Document: QDV3 Display Sampling Procedure

Transaction Code QDV3

Complete the following field(s): Required Data

Sampling Procedure

Enter

What settings display for the sampling


procedure?

Which sampling types are available?

Which evaluation modes are available?

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Exercise 2 Create Sampling Procedure (QDV1)
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

Complete the following field(s): 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

Page 23 of 67
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 QDV2

Complete the following field(s): 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 Overview


Master 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)

Control
Indicators

What is to
General
MIC be
Data
Inspected?

Admin.
Data

Page 26 of 67
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 Indicators


Qualitative Characteristic Control Indicators
Characteristic attribute (required)
Sampling procedure (required)
Required characteristic (required)
Fixed scope (required)
No documentation
Print

WCB Quantitative Control Indicators


Quantitative Characteristic Control Indicators
Lower 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 result
Required characteristic (required)
Fixed scope (required)
No documentation
Record measured values (required)
Print
No formula

Page 27 of 67
The following quantitative data of the characteristic should be maintained:
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 Description
Sampling Procedure Designates that a sample size must be determined for the inspection lot
Indicator and will cause a sampling procedure to be required for inspection plans
that use this characteristic.
Record Number of Defects Designates that the data recorded during results recording should be
Indicator 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)
Dont have an
Scenario: Create a qualitative master inspection characteristic. eup

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 Overview


Inspection 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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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
materials 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.

Page 33 of 67
Exercise 1 Display Inspection Plan (QP03) Dont have an
eup
Scenario: Display an inspection plan.

Support Document: QP03 Display Inspection Plan

Transaction Code QP03

Complete the following field(s): Required Data

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?

Page 34 of 67
Exercise 2 Create Inspection Plan (QP01)
Scenario: Create an inspection plan that will be used for quality inspections.

Support Document: QP01 Create Inspection Plan

Transaction Code QP01

Complete the following field(s): Required Data

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

Page 35 of 67
Exercise 2 Create Inspection Plan (QP01)
SPC criterion

Save

Page 36 of 67
Material Assignment to an Inspection Plan
Materials 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.

Page 37 of 67
Dont have an
eup

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

Transaction Code QS62

Complete the following field(s): Required Data

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

Page 38 of 67
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.
Dont have an
Support Document: QS61 Create Material Specification eup

Transaction Code QS61

Complete the following field(s): Required Data

Material

Enter

Plant

Assign master inspection characteristic(s).

Which characteristics did you assign?

Save

Page 39 of 67
Inspection Plan Operation Level
Inspection plan operations allow for the sequencing of inspection activities, similar to a routing. Inspection
characteristics are assigned to an inspection plan operation.

Inspection Characteristics
Within 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 Description
Master inspection This column is where the reference to a master inspection characteristic is
characteristic 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 Plans
Changes can be made to inspection plans using transaction code QP02.

New Data

Old Data
Inspection
Plan

Typical changes can include:


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

Page 41 of 67
Exercise 5 Change Inspection Plan (QP02)
Dont have an
Scenario: You need to make changes to an inspection plan. For thiseup
exercise, add a work center.

Support Document: QP02 Change Inspection Plan

Transaction Code QP02

Complete the following field(s): Required Data

Material

Plant

Enter

Which operations are identified in the plan?

Add or change the work center.

Save

Page 42 of 67
Engineering Workbench
The 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:

Tcode Description Function

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

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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 Dont have an


eup
Transaction Code CWBQM

Complete the following field(s): Required Data

Current Working Area

Enter

Enter

What is the heading for the initial screen?

Date Defaults to todays date

Material

Plant

Task List Type

Group

Group Counter

Load the details you added

Did you get a system message?

Save

Page 44 of 67
Quality Info Records
Quality 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 Description
Release 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 Designates which inspection type is used when source inspection lots are created
Inspection 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 Persons


Vendor 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 Codes


The 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 Sets
Selected 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 Notifications
Quality 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 Description


F1 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 This notification type is created via the vendor portal for vendors to
Request 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 Overview


The 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 App


The 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 App


The 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 App


The 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 Program


The 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

Page 50 of 67
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:

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 Overview


Batch jobs are utilized to tell the system how often to report certain quality management reports.
Inspection report
Automatic usage decision

Inspection Report
A 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 Decision


A 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 PROCEDURES
Lesson 1: Display Inspection Lot (QA03)
No EUP
Lesson 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 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.
Related Transactions & Processes
MM01 Material Master - Create
MM02 Material Master - Change
MM03 Material Master - Display
MM04 List of Quotations
MM06 Flag for deletion
MMSC Enter storage locations
MM60 Material Master - List
MM50 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.

Page 53 of 67
Activity
1. 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 .

Page 55 of 67
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 - Create
MM02 Material Master - Change
MM03 Material Master - Display
MM04 List of Quotations
MM06 Flag for deletion
MMSC Enter storage locations
MM60 Material Master - List
MM50 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.

Page 56 of 67
Activity
1. 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 EUP
Lesson 3: Display Sampling Procedure (QDV3)
No EUP

Page 58 of 67
Lesson 3: Create Sampling Procedure (QDV1)
Create 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 (attributive, variable,
manual, etc.). This document describes the process of creating a new sampling procedure.
Related Transactions
QDV2 Change Sampling Procedure
QDV3 Display Sampling Procedure
Activity
1. 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:

Page 59 of 67
Field Name Description R/O/C User Action and Values
Short Text Short Text for sampling procedure R Enter the short text or short description for
the Sampling Procedure
Sampling Specifies how the sample is determined R Enter the alphanumeric that uniquely
Type e.g., 100% sample, sample with a fixed identifies the sampling type. (use the down
size. arrow to search and pick the required one)
Valuation Defines the rules for accepting or R Enter the alphanumeric that uniquely
Mode rejecting a characteristic or sample identifies the valuation mode (use the down
arrow to search and pick the required one).
Inspection Choose one of the following inspection R Click on one of the 4 radio buttons
Points points indicator
Without insp. points
Plant maintenance
Sample Management
Free inspection pts

4. Hit Enter
Result: 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 .

Page 60 of 67
Lesson 3: Change Sampling Procedure (QDV2)
Change Sample Procedures
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 (attributive, variable,
manual, etc.). This document describes the process of changing a sampling procedure.
Related Transactions
QDV1 Create Sample Procedure
QDV2 Display Sample Procedure
Activity
1. 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 EUP
Lesson 5: Display Inspection Plan (QP03)
No EUP
Lesson 5: Create Inspection Plan (QP01)
Create Inspection Plan
The 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 Transactions
QP02 Change Inspection Plan
QP03 Display Inspection Plan

Page 62 of 67
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).

Activity
1. 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 Values
Material 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 Change master record number O Enter the alphanumeric key that uniquely
number 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 Revision level ID O Used in conjunction with the change number, this
level 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 Comments
Group 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 Group counter ID R Enter the alphanumeric key that
counter 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 The
uniquely identifies the inspection plan inspection
status, (I.E. created, released) plan has to
be release
before it can
be used.
Planner Planner group O Enter the alphanumeric key that
group uniquely identifies the planner group
responsible for maintaining the
inspection plan.
Planning Planning work center O Enter the alphanumeric key that
work center 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 Old task list number O If the new inspection plan is replacing
number an older inspection plan, enter the old
inspection plan number.
Inspec. Inspection points O If using inspection points to process
points the inspection, enter the inspection
point.
Dynamic Dynamic modification O Enter the level at which the inspection
mod. Level level stage is made and on which the quality
level is maintained, (I.E. without, at lot
level, at characteristic level)
Modification Modification rule O Enter the dynamic modification rule
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 Values
Operation 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 Standard text key O Enter the alphanumeric key that uniquely
key 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 Long text exist indicator O Use this check box to indicate if long text
exist 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 Comments
Char Characteristic number R Enter the characteristic number.
(I.E. 10, 20, 30 )
Qn Quantitative characteristic O Check if characteristic is quantitative One of these
indicator in nature. options Qn or
Ql has to be
selected
Ql Qualitative characteristic O Check if characteristic is qualitative
indicator in nature.
MstrChar Master inspection O Enter or search the alphanumeric
characteristic 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 O Use the search to select an
inspection method describes inspection method
how to inspect an inspection
characteristic.

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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-down
13. 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 EUP
Lesson 5: Create a Material Assignment for an Inspection Plan (QS61)
No EUP
Lesson 5: Change Inspection Plan (QP02)
No EUP
Lesson 5: Maintain Inspection Plan (CWBQM)
No EUP

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