lo715 qm in procurement.doc
TRANSCRIPT
LO715 QM in ProcurementLO715
Release 470 21.12.2004
LO715 QM in Procurement.....................................................................................................................................0-1
Copyright.............................................................................................................................................................0-2
Quality Management (QM).............................................................................................................................0-3
Prerequisites.....................................................................................................................................................0-4
Target Group....................................................................................................................................................0-5
Course Overview.................................................................................................................................................1-1
Course Goals....................................................................................................................................................1-2
Course Objectives............................................................................................................................................1-3
Course Content................................................................................................................................................1-4
Course Overview Diagram..............................................................................................................................1-5
Main Business Scenario...................................................................................................................................1-6
QM at Goods Receipt..........................................................................................................................................2-1
QM at Goods Receipt: Unit Objectives...........................................................................................................2-2
QM at Goods Receipt: Course Overview Diagram.........................................................................................2-3
QM at Goods Receipt: Business Scenario.......................................................................................................2-4
Goods Receipt to Inspection Stock..................................................................................................................2-5
Purchase Order and Goods Receipt.................................................................................................................2-6
Quality Management in the Material Master...................................................................................................2-7
Material Master: Quality Management View..................................................................................................2-8
Comparison: Inspection Plan - Material Specification....................................................................................2-9
Inspection Lot Life Cycle..............................................................................................................................2-10
QM at Goods Receipt: Unit Summary...........................................................................................................2-11
Data for Exercises..........................................................................................................................................2-12
QM at Goods Receipt Exercises....................................................................................................................2-13
QM at Goods Receipt Solutions....................................................................................................................2-15
QM During Goods Movements...........................................................................................................................3-1
QM During Goods Movements: Unit Objectives............................................................................................3-2
QM During Goods Movements: Course Overview Diagram..........................................................................3-3
QM During Goods Movements: Business Scenario........................................................................................3-4
Movement Types.............................................................................................................................................3-5
Material Master: Inspection Types..................................................................................................................3-6
Activate Inspection Types Despite Inspection Stock......................................................................................3-7
Inspection Lot(s) for Document Item(s)..........................................................................................................3-8
Transfer of Inspection Stock............................................................................................................................3-9
Actual Quantity Correction............................................................................................................................3-10
Reset Sample Calculation..............................................................................................................................3-11
Overview of All Documents..........................................................................................................................3-12
QM During Goods Movements: Unit Summary............................................................................................3-13
QM During Goods Movements: Exercises....................................................................................................3-14
QM During Goods Movements: Solutions....................................................................................................3-18
Control in Procurement........................................................................................................................................4-1
Control in Procurement: Unit Objectives........................................................................................................4-2
Control in Procurement: Course Overview Diagram......................................................................................4-3
Control in Procurement: Business Scenario....................................................................................................4-4
Material Master: Quality Management View..................................................................................................4-5
Invoice Block Due To Quality Inspection.......................................................................................................4-6
Quality Info Record for Procurement..............................................................................................................4-7
Source Inspection.............................................................................................................................................4-8
Source Inspection Instead of GR Inspection....................................................................................................4-9
Results Recording on the Internet..................................................................................................................4-10
Status of Supply Relationships......................................................................................................................4-11
Revision Level...............................................................................................................................................4-12
QM System....................................................................................................................................................4-13
Skip for Certification.....................................................................................................................................4-14
Mass Maintenance of Quality Info Records..................................................................................................4-15
Control in Procurement: Unit Summary........................................................................................................4-16
Control in Procurement Exercises.................................................................................................................4-17
Control in Procurement Solutions..................................................................................................................4-21
Procurement Documents......................................................................................................................................5-1
Procurement Documents: Unit Objectives......................................................................................................5-2
Procurement Documents: Course Overview Diagram.....................................................................................5-3
Procurement Documents: Business Scenario..................................................................................................5-4
Procurement Documents..................................................................................................................................5-5
Quality Documents for Supply Relationships.................................................................................................5-6
Purchase Order Printout...................................................................................................................................5-7
Material Master: Quality Management View..................................................................................................5-8
Certificate Processing......................................................................................................................................5-9
Certificate Processing....................................................................................................................................5-10
Enhanced Control for the Certificate Type....................................................................................................5-11
Certificate Record..........................................................................................................................................5-12
Procurement Documents: Unit Summary......................................................................................................5-13
Procurement Documents: Exercises..............................................................................................................5-14
Procurement Documents: Solutions...............................................................................................................5-17
Quality Certificates at Goods Receipt.................................................................................................................6-1
Quality Certificates at Goods Receipt: Unit Objectives..................................................................................6-2
Quality Certificates at Goods Receipt: Course Overview Diagram................................................................6-3
Quality Certificates at Goods Receipt: Business Scenario..............................................................................6-4
Creating the Certificate Record.......................................................................................................................6-5
Monitoring Quality Certificates.......................................................................................................................6-6
Optical Archiving of GR Certificates..............................................................................................................6-7
Electronic Certificate Transmission: Overview...............................................................................................6-8
Transfer of Inspection Results to the Certificate.............................................................................................6-9
Quality Certificates for Deliveries on the Internet.........................................................................................6-10
Certificate Transfer........................................................................................................................................6-11
Quality Certificates at Goods Receipt: Unit Summary..................................................................................6-12
Quality Certificates at Goods Receipt: Exercises..........................................................................................6-13
Quality Certificates at Goods Receipt: Solutions..........................................................................................6-17
Quality Level and Usage Decision......................................................................................................................7-1
Quality Level and Usage Decision: Unit Objectives.......................................................................................7-2
Quality Level and Usage Decision: Course Overview Diagram.....................................................................7-3
Quality Level and Usage Decision: Business Scenario...................................................................................7-4
Quality Level...................................................................................................................................................7-5
Dynamic Modification Levels.........................................................................................................................7-6
Dynamic Modification Rule............................................................................................................................7-7
Dynamic Modification at Lot Creation............................................................................................................7-8
Skip-To-Stock..................................................................................................................................................7-9
Effects of the Usage Decision........................................................................................................................7-11
Making the Usage Decision...........................................................................................................................7-12
Processing Time for Automatic UD..............................................................................................................7-13
Processing Time for Automatic UD (2).........................................................................................................7-14
Quality Level and Usage Decision: Unit Summary.......................................................................................7-15
Quality Level and Usage Decision: Exercises...............................................................................................7-16
Quality Level and Usage Decision: Solutions...............................................................................................7-18
Manufacturer Part Number..................................................................................................................................8-1
Manufacturer Part Number: Unit Objectives...................................................................................................8-2
Manufacturer Part Number: Course Overview Diagram.................................................................................8-3
Manufacturer Part Number: Business Scenario...............................................................................................8-4
Manufacturer Part Number (MPN)..................................................................................................................8-5
Manufacturer Part Number (MPN): Internal Material.....................................................................................8-6
Manufacturer Part Number (MPN): Material Number....................................................................................8-7
QM Processing With and Without Manufacturer (1)......................................................................................8-8
QM Processing With and Without a Manufacturer (2)....................................................................................8-9
Release of Manufacturer Parts.......................................................................................................................8-10
Manufacturer Part Number: Unit Summary..................................................................................................8-11
Manufacturer Part Number: Exercises...........................................................................................................8-12
Manufacturer Part Number: Solutions...........................................................................................................8-13
Handling Units and QM.......................................................................................................................................9-1
Handling Units and QM: Unit Objectives.......................................................................................................9-2
Handling Units and QM: Course Overview Diagram.....................................................................................9-3
Handling Units and QM: Business Scenario...................................................................................................9-4
Definition: Handling Unit................................................................................................................................9-5
Handling Unit Management.............................................................................................................................9-6
Structure of a Handling Unit............................................................................................................................9-7
Goods Receipt with Handling Units................................................................................................................9-8
Quality Inspections Using Handling Units......................................................................................................9-9
Handling Units in QM...................................................................................................................................9-10
Handling Units in QM Without Samples.......................................................................................................9-11
Handling Units in QM with Physical Samples..............................................................................................9-12
Usage Decision and Stocks............................................................................................................................9-13
HUs and QM: Unit Summary........................................................................................................................9-14
Handling Units and QM: Exercises...............................................................................................................9-15
Handling Units and QM: Solutions...............................................................................................................9-17
Warehouse Management and QM.....................................................................................................................10-1
Warehouse Management and QM: Unit Objectives......................................................................................10-2
Warehouse Management and QM: Course Overview Diagram....................................................................10-3
Warehouse Management and QM: Business Scenario..................................................................................10-4
Goods Receipt and Inventory Management...................................................................................................10-5
Storing Inspection Lots..................................................................................................................................10-7
Option 1: Situation After Creating a Transfer Order.....................................................................................10-8
Inspection Lot Determination......................................................................................................................10-10
Warehouse Management and QM: Unit Summary......................................................................................10-11
Warehouse Management and QM: Exercises..............................................................................................10-12
Warehouse Management and QM: Solutions..............................................................................................10-17
Appraisal Costs..................................................................................................................................................11-1
Appraisal Costs: Unit Objectives...................................................................................................................11-2
Appraisal Costs: Course Overview Diagram.................................................................................................11-3
Appraisal Costs: Business Scenario...............................................................................................................11-4
QM Order.......................................................................................................................................................11-5
Planning.........................................................................................................................................................11-6
Task List Structure.........................................................................................................................................11-7
QM Orders for Material.................................................................................................................................11-8
Activity Confirmation....................................................................................................................................11-9
Appraisal Costs: Unit Summary..................................................................................................................11-10
Appraisal Costs: Exercises...........................................................................................................................11-11
Appraisal Costs: Solutions...........................................................................................................................11-15
Evaluations.........................................................................................................................................................12-1
Evaluations: Unit Objectives.........................................................................................................................12-2
Evaluations: Course Overview Diagram.......................................................................................................12-3
Evaluations: Business Scenario.....................................................................................................................12-4
Vendor Evaluation Key Figures....................................................................................................................12-5
Quality Score.................................................................................................................................................12-6
Inspection Lots for Vendor Evaluation..........................................................................................................12-7
Relevant Quality Notifications for Vendor Evaluation.................................................................................12-9
Calculating the Quality Score.....................................................................................................................12-10
Audit Lots for Vendor Evaluation...............................................................................................................12-11
Evaluations in QMIS...................................................................................................................................12-12
Building Information Structures..................................................................................................................12-14
Early Warning System.................................................................................................................................12-15
SAP Business Information Warehouse (BW)..............................................................................................12-16
Comparison of Evaluations..........................................................................................................................12-17
Evaluations: Unit Summary.........................................................................................................................12-18
Evaluations: Exercises.................................................................................................................................12-19
Evaluations: Solutions.................................................................................................................................12-22
0
SAP AG 2001
LO715 QM in Procurement
SAP AG
LO715LO715
Quality Management in ProcurementQuality Management in Procurement
R/3 System Release 4.6C July 2001 Material number 50046438
0.2
SAP AG 2003
Copyright 2003 SAP AG. All rights reserved.
No part of this publication may be reproduced or transmitted in any form or for any purpose without the express permission of SAP AG. The information contained herein may be changed without prior notice.
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Copyright
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SAP AG 1999
Quality Management (QM)
Quality Management
LO170 3 days
Quality Inspections
LO705 3 days
Level 2 Level 3
Quality Notifications
LO710 3 days
QM Organization and Configuration
LO750 3 days
QM in the ProcessIndustry
LO721 3 days
QM in Sales and Distribution / QualityCertificates
LO725 2 days
QM inProcurement
LO715 3 days
QM in Discrete and RepetitiveManufacturing
LO720 2 days
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Prerequisites
SCM500 - Processes in Procurement orLO020 - Processes in Procurement
PLM405 - Quality InspectionsorLO705 - Quality Inspections
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Target Group
Participants:
Project team
Colleagues from the departments of quality assurance and procurement
Duration: 3 days
LO715 QM in Procurement
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SAP AG 2001
Course Overview
Course Goals
Course Objectives
Course Content
Course Overview Diagram
Main Business Scenario
Contents:
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Course Goals
This course will enable you to:
Understand quality assurance and the different process variants for the quality inspection in the procurement process
Learn which procedures are used for quality-related vendor release and how manufacturer processing is linked to QM
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Course Objectives
At the conclusion of this course, you will be able to:
Explain how QM is integrated in Materials Management
Use QM control methods in procurement
Use procurement documents
Use QM-relevant functions for manufacturer processing
Use QM to inspect handling units
Describe the quality level, appraisal costs, and QM-specific evaluations
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Course Content
Unit 1 Course Overview
Unit 2 QM at Goods Receipt
Unit 3 QM During Goods Movements
Unit 4 Control in Procurement
Unit 5 Procurement Documents
Unit 6 Quality Certificates at Goods Receipt
Preface
Unit 7 Quality Level and Usage Decision
Unit 8 Manufacturer Part Number
Unit 9 Handling Units and QM
Unit 10 Warehouse Management and QM
Unit 11 Appraisal Costs
Unit 12 Evaluations
Appendix
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Course Overview Diagram
QM at Goods Receipt 2
QM During Goods Movements 3
Control in Procurement 4
Procurement Documents 5
Quality Level and Usage Decision 7
Manufacturer Part Number 8
Handling Units and QM 9
Warehouse Management and QM 10
Course Overview 1
Quality Certificates at Goods Receipt 6
Appraisal Costs 11
Evaluations 12
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Main Business Scenario
Our company wants to use a process for quality assurance in procurement. This involves defining who can deliver which material in the required quality. You must also ensure that the delivered materials meet the criteria with as little time and effort as possible. Finally, our company wants to trace how the quality of the delivered materials develops.
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QM at Goods Receipt
Contents:
Goods Receipt to Inspection Stock
Purchase Order and Goods Receipt
QM Inspection Setup in the Material Master
Inspection Plan - Material Specification
Inspection Lot Life Cycle
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At the conclusion of this unit, you will be able to:
QM at Goods Receipt: Unit Objectives
Maintain the material master and inspection types
Determine the use of inspection plans, material specifications, and defects recording, and distinguish between them
Describe QM process at goods receipt
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QM at Goods Receipt: Course Overview Diagram
QM at Goods Receipt 2
QM During Goods Movements 3
Control in Procurement 4
Procurement Documents 5
Quality Level and Usage Decision 7
Manufacturer Part Number 8
Handling Units and QM 9
Warehouse Management and QM 10
Course Overview 1
Quality Certificates at Goods Receipt 6
Appraisal Costs 11
Evaluations 12
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QM at Goods Receipt: Business Scenario
Our company deals in light bulbs and has a large vendor master. We want to check that the goods from the respective vendors meet our requirements. We want to use the Quality Management (QM) component to inspect the delivered goods. This data would provide us with accurate information about the quality of the goods.
Depending on the material, you record characteristic results and defects data, or simply make a decision about the goods release or block.
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Purchase order
A
Goods Receipt to Inspection Stock
Set the quality inspection indicator
In the material master
In the purchase order
At goods receipt
Goods receipt
If you set this indicator, the goods are posted to inspection stock. This does not mean that if you set the indicator, inspection data is recorded in the system. Stock is managed in Materials Management (inventory management).
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Inspection lot
Purchasingdocument(s)
10 ...................20 ...................
Vendor
Goods receipt
Purchase Order and Goods Receipt
If you have made the required settings in the quality management view of the material master (QM inspection setup), an inspection lot is created at goods receipt.
If a stock-relevant inspection lot is created at goods receipt, a transfer posting can be made for the stock exclusively using the QM component.
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Materialmaster record
Qualitymanagement
A
Material
Basic data
Procurement data
Inspection setup
Quality Management in the Material Master
QM-specific data must be maintained at plant level. The basic data can be maintained in other recording views (for example, the purchasing view). As a
result, this data may already be maintained. The procurement data affects the ordering transaction. The inspection setup specifies, among other things, if and how a material is to be inspected.
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Material Master: Quality Management View
Plant levelPlant level
QM in Procurement
Technical delivery terms
Vendor releaseCertificate type
QM system requirements
QM in Procurement
Technical delivery terms
Vendor releaseCertificate type
QM system requirements
Goods receipt
Model
Production
Audit
Goods issue
Goods receipt
Model
Production
Audit
Goods issue
Inspection stock
Automatic UD
Determine quality score
Inspection w/o plan
100% inspection
Inspection stock
Automatic UD
Determine quality score
Inspection w/o plan
100% inspection
ViewQuality Management Inspection type Control
When the indicator "QM procurement active" is set, quality management in procurement is activated for all plants of a client.
Details for the QM specific procurement processes at plant level are determined using the QM control key.
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Plant levelPlant levelPlant level Client levelClient levelClient level
Material
Header
Operation 10
Work center
Material
Sampling procedure
Samplingprocedure forinspection points
Master inspectioncharacteristic
Comparison: Inspection Plan - Material Specification
A
MaterialMaterial
AMaterialMaterial
Inspection plan Material specification
Productionresources/tools
Inspection characteristics
The material specification valid at client level can replace or supplement the inspection plan valid at plant level.
You can perform a simplified quality inspection using the material specification. If you inspect only using a material specification, you cannot predefine work centers, use inspection methods, or perform dynamic modification.
The master inspection characteristics used in the material specification must be completely maintained (reference characteristic or complete copy model) and can contain dependent inspection specifications for the material.
You define in the inspection setup in the Quality Management view of the material master, whether the material specification is used. You use the indicators Insp. with spec. or Inspect with task list to define according to which criteria the inspection is performed.
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Inspectionlot creation
Inspection request
- Material
- Inspection lot origin
- Inspection type
Copy of task list
- Inspection plan
- Routing
- Master recipe
Sampledetermination
Resultsrecording
Results repository
- Summarizedvalues
- Single values
- Classed values
Usagedecision
Inspection lot valuation
- Accept/reject
- Quality score
- Follow-up action
Inspection Lot Life Cycle
An inspection lot can be created automatically or manually. The assignment of the task list and subsequent sample determination can also be carried out
automatically. Results recording can only be carried out after the sample size has been determined. Apart from recording results for inspection characteristics, you can also record defects. The usage decision completes the inspection.
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QM at Goods Receipt: Unit Summary
You are now able to:
Create an inspection lot automatically at goods receipt for a purchase order. For this, the corresponding inspection type must be active in the material master(Quality Management View). The inspection type defines, whether characteristic results and defects are recorded.
Make postings from inspection stock using the inspection lot
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2.12 Data for Exercises
Symbols Used in the Exercises and Solutions
Exercises
Solutions
Course Objectives
Business scenario
Hints and Tips
Warning or Caution
Data in the Exercises
Data Type Data in Training System
Plant 1000
Purchasing organization 1000
Purchasing group 001
Vendor TPLM415-##
Manufacturer T-Q415-##
Material T-BQ1##T-BQ3##T-QS8##T-QS6##T-ZQ3##
Work center 17101711
Document (technical delivery terms)
Q02_1000
Document (quality assurance agreement)
Q01_1000
Status profile QM_P_002
Manufacturer part number profile 2500
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2.13 QM at Goods Receipt Exercises
Unit: QM at Goods Receipt
Topic: QM Settings
At the conclusion of these exercises, you will be able to:
Post a goods receipt for a material managed in QM and perform stock postings
Our company wants to use Quality Management at goods receipt and control stock postings using QM.
1-1 Create a Purchase Order
Create a standard purchase order for today's date. Order material T-BQ3## (neon tube 20W, frosted, 220/235V) from vendor TPLM415-##. ## is your group number.
To create the purchase order, use the data given below.
Field Name Input Data
Vendor TPLM415-##
Purchasing organization 1000
Purchasing group 001
Company code 1000
Delivery date Today
Plant 1000
Storage location 0001
Material T-BQ3##
Purchase order quantity 5000 PC
Price 5 EUR
Make a note of the purchase order number: _______________________________
1-2 Post a Goods Receipt
Post a goods receipt for your purchase order. The vendor only delivered 1000 PC. Post the partial delivery.
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Make a note of the document number for the goods receipt.
Document number: _________________________
1-3 Stock Overview
1-3-1 To which stock type was your material posted?
Stock type: ___________________________
1-3-2 Perform a transfer posting. Use movement type 321. What message is displayed?
Message: ___________________________
1-4 Display Current Stock/Requirements List
Enter the material number and plant, and choose Execute.
Make a note of the inspection lot number.
Inspection lot number: ___________________
1-5 Record Results and Usage Decision
During the inspection, no defects were found and no characteristics were rejected. Record results and make the usage decision. Select the UD code Accepted (A1). Switch to the next screen to perform the stock posting, by choosing the tab page Inspection lot stock. Choose the Proposal button to post the stock.
1-6 Stock Overview
To which stock type was your material posted?
Stock type: _______________________________
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2.14 QM at Goods Receipt Solutions
Unit: QM at Goods Receipt
Topic: QM Settings
1-1 Create a Purchase OrderLogisticsMaterials Management Purchasing Purchase Order Create Vendor/Supplying Plant Known (ME21N)
Enter the data for the course (vendor, purchasing organization, purchasing group, company code, plant, and storage location), and choose Enter.
Enter the data from the table, (material, purchase order quantity, and price).
Save the purchase order (even if a warning about the delivery date is displayed).
Make a note of the purchase order number: _______________________________
1-2 Post a Goods Receipt
LogisticsMaterials ManagementInventory Management Goods Movement Goods Movement (MIGO)
or
LogisticsMaterials Management Inventory Management Goods Receipt For Purchase Order PO Number Known (MIGO)
Enter the number of the purchase order that you just saved, and choose Enter.
Overwrite the proposed quantity of 5000 with 1000 and select the item with OK.
Save the goods receipt.
Make a note of the document number for the goods receipt.Document number: _______________________
1-3 Stock Overview
LogisticsMaterials Management Inventory Management Environment Stock Stock Overview (MMBE)
Enter the material and plant, and choose Execute.
1-3-1 Stock type: Inspection stock
1-3-2 Transfer posting with movement type 321
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LogisticsMaterials Management Inventory Management Goods Movement Transfer Posting (MB1B)
or
LogisticsMaterials ManagementInventory Management Goods Movement Goods Movement (MIGO)
Enter movement type 321, the plant and storage location, and choose Enter. On the next screen, enter the material and quantity 1000, and save.
Which message is displayed?
Message: ERROR: Change the inspection stock of material T-BQ3## in QM only.
1-4 Display Current Stock/Requirements List
Logistics Materials Management Inventory Management Environment Stock Stock/Requirements List (MD04)
Enter the material and plant, and choose Enter.
Make a note of the inspection lot number.
Inspection lot number: ___________________
Display the inspection lot by double-clicking on the inspection lot number and then choose the magnifying glass.
1-5 Record Results and Usage Decision
Logistics Quality Management Quality Inspection Worklist Results Recording (QE51N)
or
Logistics Quality Management Quality Inspection Inspection Result For Operation Record (QE01)
During the inspection, no defects were found and no characteristics were rejected. Record results, complete inspection results recording, and save. Then, make the usage decision.
Logistics Quality Management Quality Inspection Inspection Lot Usage Decision Record (QA11)
Enter the inspection lot number, if it is not already there, and choose the usage decision Accepted (A1). Switch to the next screen to perform the stock posting, by choosing the Inspection lot stock tab page. Choose the Proposal pushbutton and save to post the stock.
1-6 Stock Overview
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To which stock type was your material posted?
Unrestricted-use stock:
Logistics Materials Management Inventory Management Environment Stock Stock Overview (MMBE)
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QM During Goods Movements
Contents:
General Settings for Goods Movements
Inspection Types in the Material Master
Special Settings in the Material Master
Stock Postings in the Inspection Lot
Quantity Corrections
Sample Calculation Cancellation
Links Between Material Documents and Inspection Lot
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At the conclusion of this unit, you will be able to:
QM During Goods Movements: Unit Objectives
Control the creation of an inspection lot
Perform stock transfers in inspection stock
Change inspection plan assignment and sample determination
Correct the inspection lot quantity
Explain the link between material documents and inspection lot
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QM During Goods Movements: Course Overview Diagram
QM During Goods Movements 3
QM at Goods Receipt 2
Control in Procurement 4
Procurement Documents 5
Quality Level and Usage Decision 7
Manufacturer Part Number 8
Handling Units and QM 9
Warehouse Management and QM 10
Course Overview 1
Quality Certificates at Goods Receipt 6
Appraisal Costs 11
Evaluations 12
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QM During Goods Movements: Business Scenario
Stock moves frequently in the company between various storage locations - between plants or internally. Inspection lots should not be created for these goods movements.
It is possible to use the inspection lot to perform a transfer posting from one storage location to another or from one plant to another. The stock overview then displays the new storage location or the new plant.
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Movement Types
Customizing: View "Deactivate movement type for QM inspection processing"
101 E B X E
101 Q B P
101 E B P
Mvment type Special stock Mvment ind. Receipt Usage QM not active
In Customizing, you can deactivate the quality inspection for certain movement types. You must enter a suitable inspection lot origin for the movement type, so that the system can create
an inspection lot for a goods movement. In the Standard System, all goods movements, for which inspections can be performed, have suitable
inspection lot origins assigned to them. You cannot use other inspection lot origins in these cases.
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Plant level
Active
Inspection type
Goods receipt Goods receipt ProductionProductionAuditAuditGoods issueGoods issue
......
Material Master: Inspection Types
There are two prerequisites to inspection lot creation:The inspection type is active in the material masterQM is active in the table of movement types
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Activate Inspection Types Despite Inspection Stock
Active
Inspection type
Goods receipt Goods receipt ProductionProductionAuditAuditGoods issueGoods issue
......To 4.5
From 4.6
Active
Inspection types for inspection lot origin 08 (stock transfer)
Inspection without Inspection without task list/material task list/material specification (0800)specification (0800)
Until Release 4.5, it was only possible to activate the first stock-relevant inspection type, if no inspection stock existed for the plant-specific material.
From Release 4.6, you can also activate a stock-relevant inspection type if inspection stock exists without inspection lots. This involves creating an inspection lot with the inspection type defined in Customizing at plant level, which manages the current inspection stock of the material.
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Lamp
Lamp
Lamp
Inspection Lot(s) for Document Item(s)
Goods receiptPartial delivery 1
Goods receiptPartial delivery 2
Purchase order
10 lamps
20 ...
30 ...
You can control inspection lot creation (lot combination) using the inspection type in the material master.
The controls for lot creation define that in certain circumstances, an existing inspection lot may be extended (a new inspection lot does not have to be created) for a sequence of goods movements.
This control is active for the following inspection lot origins for goods movements:01 goods receipt for purchase order, 04 goods receipt from production, 05 other goods receipt, 08 stock transfer
You can make the following settings:‘ ‘ One inspection lot for each material document item (no lot combination)An inspection lot is created for each goods receipt document item.‘X‘ One inspection lot for each purchase order item/order itemOnly valid for inspection lot origins 01 and 04. An inspection lot is only created for the first goods receipt for a purchase order item or production order‘1‘ One inspection lot for each material document and materialOnly one inspection lot is created for each material in a material document (that is, within a goods receipt transaction). This is useful if several purchase orders or several partial deliveries for the same material are processed within a goods receipt transaction.‘2‘ One inspection lot for each material and batchOnly one inspection lot is created for each material and batch. This setting is only useful if you are working with materials that are subject to batch management.
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Plant 1Plant 1Plant 1 Plant 2Plant 2Plant 2
Inspection stock
Storage location 1 (GR1)
Stock transferStock transfer
Inspection stock
Storage location 1 (GR2)
Storage location 3Stock transferStock transfer
GR 1
GR 2
SL 0001
SL 0003
Transfer of Inspection Stock
Inspection stock
You can transfer stock for an existing inspection lot from storage location to storage location and from plant to plant.
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Changingpurchase
order
Mat. accomp. docsQuantity: 100 pieces
4711
Quantity: 10 piecesMaterial document
4712
LotActual qnty: 110
Insp. instruction
Lot qnty: 100 pcs
OverdeliveryOverdeliveryOverdelivery
Purchase order1
2
Inspection lot
MM doc.
Actual Quantity Correction
Inspection lot
MM doc.
Goods receipt reversal -> lot cancelled Partial reversal using actual quantity correction -> The open quantity for the purchase order item is
increased by the reversed quantity An underdelivery is processed in the same way as the overdelivery.
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Inspection lot origin
Inspection lot A
Inspection lot origin
Inspection instructions Sample-drawing
instruction Dynamic modification Physical samples
Inspection lot A’
Sample Data
Inspection instruction
Document 4715 Delivery note Order
Material specification Inspection plan AA Routing
Sample calculation10 units
Creation ofphysical samples
WM data
Insp. plan B Sample
calculation 12 units
Reset Sample Calculation
After the inspection plan is assigned and the sample size is calculated, you may need to assign a new inspection plan or determine a new sample size.
Prerequisites: No inspection results have been recorded for the inspection lot.
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Inspection lot
One-time inspection
Actual quantity correction
Stock transfer of insp. stock
Stock posting from UD
Document trigger
GR status 1
Material document
Overview of All Documents
Possible statuses in the material document (item details):1: Inspection active (inspection lot created)2: QM System certified in QINF (no inspection lot)3: QM System of vendor/manufacturer certified (no inspection lot)4: Indicator 'No inspection' active in QINF (no inspection lot)5: Source inspection instead of GR inspection active in QINF (no inspection lot)6: Inspection lot already open for previous document7: Inspection lot will be created in the inbound delivery
Call up of an inspection lot for material document Overview access of material documents for an inspection lot
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QM During Goods Movements: Unit Summary
You are now able to:
Create an inspection lot, knowing that the inspection type must be active in Customizing and in the material master
Change the sample calculation and the inspection plan assignment in the inspection lot
Transfer stock in an existing inspection lot from storage location to storage location and from plant to plant
See the inspection status in material documents.Relevant inspection lots can be displayed.
Display related material documents in the inspection lot
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3.14QM During Goods Movements: Exercises
Unit: QM at Goods Movement
Topic: Inspection Lot Control and Stock Movement
At the conclusion of these exercises, you will be able to:
Transfer the inspection lot quantity and assign another inspection plan to the inspection lot
We need to transfer inspection lots from one plant or storage location to another before we record inspection results because it takes two days to record results for an inspection lot. Once the inspection lot has been transferred, we can start to record results.
A goods receipt was accidentally posted and must be canceled. The lot quantity must be changed for another inspection lot.
We also want to change the task list assignment for another inspection lot because an incorrect inspection plan was assigned.
1-1 Change the Quality Management view for material T-BQ3## in plant 1000.
Add inspection type 08 for stock transfers, and select Post to insp. stock, Q-score from usage decision, and 100% inspection.
Delete all other settings. Remember to activate your inspection type. Save your entries.
1-2 Perform a transfer posting using movement type 322 for the 1000 pieces in unrestricted stock.
Make a note of your material document number: _________
1-3 Display the stock overview for this material.
To which stock type was the material posted?
What is the storage location? Stock type: ______________ Storage location: ________
1-4 Display the stock/requirements list. Make a note of the inspection lot number: _______________
1-5 Change the storage location from 0001 to 0002.
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Check the stock overview. Is the material in storage location 0002? _______
1-6 Make a usage decision to post the material from inspection stock to unrestricted-use stock.
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Unit: QM at Goods Movement - Part 2
Topic: Reversal of a Plan and Sample Calculation
1-7 Post a goods receipt for the original purchase order of material T-BQ3## for 800 pieces.
Search for the inspection lot using the GR document number.
Make a note of the inspection lot number: _______________
1-8 The goods receipt was posted accidentally.
Cancel the material document.
Display your inspection lot. What status is set? _________________
1-9 Post a goods receipt for the original purchase order of material T-BQ3## for 800 pieces.
Reduce the actual quantity to 400 pieces in the inspection lot.
Make a note of the number for the material document, which was created for the quantity correction. ____________
1-10 Post a goods receipt for the original purchase order of material T-BQ3## for 1200 pieces.
Check the inspection lot and the task list that was assigned. Make a note of the task list group and the group counter.Group: _________ Group counter: _________
1-11 Delete the material-task list assignment from the task list/group counter from exercise 1-10.
Change the material/task list assignment in the task list group from exercise 1-10 and assign the material T-BQ3## to the task list with the group counter 2. Only use the plant and task list group selection criteria when accessing the transaction or changing task lists.
Change the inspection lot by canceling the sample calculation and then assign the task list with the group counter 2.
Was the new task list assigned to your inspection lot? ______________
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3.15 QM During Goods Movements: Solutions
Unit: QM at Goods Movement
Topic: Inspection Lot Control and Stock Movement
1-1 Change the Quality Management view for material T-BQ3## in plant 1000.
Logistics Quality Management Quality Planning Logistics Master Data Material Change (MM02)
or
Logistics Materials Management Material Master Material ChangeImmediately (MM02)
Enter the material, and choose the QM view and correct plant (plant 1000). In the QM view, choose Insp. setup. In the dialog box, choose the pushbutton Create inspection types. Enter inspection type 08, select Post to insp. stock and 100 % inspection, and choose the quality score procedure Q-score from usage decision. Deselect all other existing selections. Remember to activate your inspection type. Save your entries.
1-2 Perform a transfer posting using movement type 322 for the 1000 pieces in unrestricted stock.
Make a note of the material document number. ____________________
LogisticsMaterials Management Inventory Management Goods Movement Transfer Posting (MB1B)
or
LogisticsMaterials ManagementInventory Management Goods Movement Goods Movement (MIGO)
Enter movement type 322. Enter the plant and storage location for the material. Enter. On the next screen, enter material T-BQ3## and the quantity of 1000 pieces, and save your entries.
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1-3 Display the stock overview for this material.
To which stock type was the material posted? What is the storage location?
LogisticsMaterials Management Inventory Management Environment Stock Stock Overview (MMBE)
Enter the material and plant, and choose Execute.
The material is in quality inspection. The storage location is 0001.
1-4 Display the stock/requirements list for this material.
Logistics Materials Management Inventory Management Environment Stock Stock/Requirements List (MD04)
Enter the material and plant. Enter.
What is the inspection lot number? ____________________
1-5 Change the storage location from 0001 to 0002.
Logistics Quality Management Quality Inspection Inspection Lot Processing Change (QA02)
Then choose Inspection Lot Special Changes Make quant. transfer posting.
or
Logistics Quality Management Quality Inspection Inspection Lot Processing Lot Quantity Stock Transfer (QAC2)
Enter the new storage location and save. Review the stock overview. Is the material in storage location 0002? Yes
1-6 Make a usage decision to post the material from inspection stock to unrestricted-use stock.
Logistics Quality Management Quality Inspection Inspection Lot Usage Decision Record (QA11)
Enter the inspection lot number and choose Enter. Choose a usage decision with automatic stock posting or switch to the next screen to perform the stock posting.
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Unit: QM at Goods Movement - Part 2
Topic: Reversal of a Plan and Sample Calculation
1-7 Post a goods receipt for the original purchase order of material T-BQ3## for 800 pieces.
LogisticsMaterials Management Inventory Management Goods Movement Goods Receipt For Purchase Order PO Number Known (MIGO)
Find the inspection lot using the GR document number.
Logistics Quality Management Quality Inspection Inspection Lot Processing Display (QA03)
You can use the F4 help to select an inspection lot.
1-8 Cancel the material document:
Logistics Materials Management Inventory Management Material Document Cancel (MBST)
or
LogisticsMaterials ManagementInventory Management Goods Movement Goods Movement (MIGO)
Select the document and save.
Logistics Quality Management Quality Inspection Inspection Lot Processing Display (QA03)
The system status is LTCA (lot canceled).
1-9 Post a goods receipt for 800 pieces:
LogisticsMaterials Management Inventory Management Goods Movement Goods Receipt For Purchase Order PO Number Known (MIGO)
Change the actual quantity in the inspection lot:Logistics Quality Management Quality Inspection Inspection LotProcessing Change.
On the screen for the inspection lot, choose: Inspection Lot Correct actual quantity.
or
Logistics Quality Management Quality Inspection Inspection Lot Processing Lot Quantity Correct Errors (QAC1)
Change the actual lot quantity to 400 and save. Display the inspection lot:
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Logistics Quality Management Quality Inspection Inspection Lot Processing Display (QA03)
Choose the tab page Insp. lot quantities and the pushbutton Material documents: The material document for the actual quantity correction is displayed.
1-10 Post a goods receipt for the original purchase order of material T-BQ3## for 1200 pieces.
LogisticsMaterials Management Inventory Management Goods Movement Goods Receipt For Purchase Order PO Number Known (MIGO)
Check the inspection lot and the task list that was assigned.
Logistics Quality Management Quality Inspection Inspection Lot Processing Display (QA03)
Enter the inspection lot that you created. Choose Insp. specifications.
Group: _________ Group counter: ____
1-11 Change the material-task list assignment from exercise 1-10.
Step 1: Delete your material in the material-task list assignment
Logistics Quality Management Quality Inspection Inspection Planning Inspection Plan Change (QP02)
Enter your material T-BQ3## and your plant, and choose Enter. In the application toolbar, choose the Mat. assignment pushbutton. Delete the assignment of your material to the GR inspection plan (group counter 1). Save your entries.
Step 2: Assign your material to the task list with the group counter 2.
Logistics Quality Management Quality Planning Inspection Planning Inspection Plan Change (QP02)
Enter the task list group from exercise 1-10 and enter the plant and choose Continue. In the application toolbar, choose the Mat. assignment pushbutton. Enter the group counter 2 in the material-task list assignment and assign the material T-BQ3## to this task list for the inspection in plant 1000. Save your entries. Proceed as follows:
Step 3: Cancel sample calculation in your inspection lot
Logistics Quality Management Quality Inspection Inspection Lot Processing Cancel Sample Calculation (QAC3)
Enter your inspection lot number and choose Enter. Save. Display the inspection lot and check the lot status. It will have changed from REL (released) to CRTD (created).
Step 4: Assign a new task list
Logistics Quality Management Quality Inspection Inspection Lot Processing Change (QA02)
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Enter the inspection lot number and choose Enter. The inspection lot is displayed. Go to the Inspection Specifications tab page and choose the Task List/Specification pushbutton.
This message is displayed in the lower screen margin: Inspection plan # was assigned.
Confirm the message by choosing Enter. The calculated sample size can be found on the Sample tab page in the Quantities screen area. Save your inspection lot.
If you display the inspection lot again, the newly assigned task list (group counter 2) should appear on the tab page Inspection specifications.
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Control in Procurement
Invoice Block Due To Quality Inspection
Quality Info Record
Source Inspection
Status of Supply Relationships
QM System and Skip for Certification
Mass Maintenance of Q-Info Records
Purchase Order Printout
Contents:
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Explain why an invoice has been blocked because of a quality inspection
Control the procurement process using the quality info record
Show why an inspection is skipped when a vendor is certified with a specific QM System
Explain the mass maintenance of quality info records and the purchase order printout
At the conclusion of this unit, you will be able to:
Control in Procurement: Unit Objectives
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Control in Procurement: Course Overview Diagram
Control in Procurement 4
QM During Goods Movements 3
QM at Goods Receipt 2
Procurement Documents 5
Quality Level andUsage Decision 7
Manufacturer Part Number 8
Handling Units and QM 9
Warehouse Management and QM 10
Course Overview 1
Quality Certificates at Goods Receipt 6
Appraisal Costs 11
Evaluations 12
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Control in Procurement: Business Scenario
If the vendor delivers faulty goods, the invoice should be blocked.
A specific material for a certain vendor does not have to be inspected if the vendor has a certified QM system.
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Material Master: Quality Management View
Active
QM in procurement X
QM control key
Certificate typeQM system
Plant levelPlant level
Quality Management viewQuality Management view
A
Material master
Technical delivery termsQuality assurance agreementRelease requiredCertificate required...
The procurement data is maintained in the Quality Management view of the material master:Technical delivery termsQuality assurance agreementRelease requiredCertificate requirementBlock inactiveNotification type
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Invoice Block Due To Quality Inspection
Invoice
Material A
Inspection lotUsage decision - OK
Blocked due toquality inspection
Blocked due toquality inspection
Invoice
Material A
Invoice
Material A
Inspection lotNo usagedecision
Goods receiptMaterial A
Inspection lot
Blocked due toquality inspection
Invoice
Material A
Inspection lotUsagedecision –
Not OK
GR inspection requiredwith payment block
In the material master record for a material, you define whether:A goods receipt inspection is required for the material (inspection setup). An invoice should be blocked because of a quality inspection (procurement data).In this case, an inspection lot that has been rejected or one that has no usage decision causes the invoice to be blocked.
The system sets the reason for blocking, Quality, for an item in the following cases:Goods-receipt-related invoice verificationThe invoice is blocked, if the inspection lot for the goods receipt concerned was rejected, or if no usage decision has been recorded.No goods-receipt-related invoice verificationThe invoice is blocked, if any inspection lot for the purchase order item was rejected, or if no usage decision has been recorded.
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LL
Quality Info Record for Procurement
Materialmaster
Materialmaster
* ModelPreliminary seriesGoods receipt
Q-Info RecordProcurement
Material 1
Material 2
VendormasterVendormaster
Vendor A
Vendor B
ReleaseBlockStatus profile *Quality assurance agreement GR/Source inspectionVendor's QM System (valid to)
The quality info record is unique to the plant, vendor, material, and revision level. If a vendor release or a quality assurance agreement is needed, you have to create a quality info
record for the specific combination. You can specify a procedure for the procurement process in the quality info record.
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Source Inspection
Insp. start date =Delivery date - Lead time
Insp. start date =Delivery date
Purchase order- Delivery date
Sourceinspection
Goods receipt - Delivery date
Purchase order- Delivery date
Goods receipt - Delivery date
Inspection lot
Q-info- Inspection type- Lead time
Inspection lot
Inspection lot
You can deselect the goods receipt inspection in the quality information record in relation to the vendor and material.
Inspection lots for a source inspection can be automatically created.
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Source Inspection Instead of GR Inspection
LLQ-info recordProcurement
Sourceinspection Goods receipt
If rejected, Customizing alternatives:1. No influence on GR2. New insp. lot for GR3. GR not allowed
Inspection lot for purch. order item available + rejected?
Setting:Source insp. instead of GR inspection
If you have made the setting for a source inspection instead of a GR inspection in the quality info record for procurement, the system checks at goods receipt whether an inspection lot already exists for the purchase order item. If there is no inspection lot, a new one is created. An existing and outstanding inspection lot has no affect.
At rejection, you can set the 3 alternatives (mentioned previously) in Customizing for the control key for QM in procurement.
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Results Recording on the Internet
Vendor's worklistVendor's worklist
Results recording Results recording at the vendorsat the vendors
From Release 4.6C, it is possible to record results based on characteristics on the Internet. The transaction for this service is (QEW01) and it can be used from external locations (Internet) and internally (Intranet).
A worklist appears, from which the user can choose an inspection lot, when the user accesses the service. Results recording can be performed for all operations. For an inspection characteristic, you can record summarized results (measured values, mean values, attribute codes, number of nonconforming units, number of defects), single values (single measured values, number of defects), and comments.
This service is useful for: Results recording at the vendors (source inspection) Internal results recording: Internally, the service can be used to record results as normal.
The identification process in R/3 is based on the alias. Therefore, each R/3 user should have an alias assigned to them. Furthermore, it is necessary to create a selection variant for each user in the R/3 System. This can be done using transaction QEW01V. The selection variant is used to restrict a user's worklist.
The following inspection lots cannot be selected: Inspection lots with inspection point processing, SD inspection lots with partial lots, and inspection lots that require a digital signature.
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Status of Supply Relationships
Status profile in the quality info record
Time
Inspection type
Current lot #
Status
Production series
Preliminary series
Model series
Released forregular delivery
Released forregular deliveryReleased for
regular deliveryReleased for
regular delivery
Released formodel
Released formodel
Released forpreliminary series
Released forpreliminary series
Released forregular delivery
Released forregular delivery
Current lot #
The inspection lots cannot be processed simultaneously. A further goods receipt for this material/vendor is not possible if the model inspection has not been completed.
You can assign an individual inspection plan to each inspection type and status. The status profile stipulates a sequence for inspection lot processing. A further goods receipt for the
material and delivery is only possible for the model lot if the usage decision was "OK".
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Revision Level
Change master record
Material
Inspection plan/AVendor
Inspection plan/BVendor
Material/AVendor
Revisionlevel
Purchase order
Q-info record
Goodsreceipt
Inspection lot
A
Change master record
B
A
Material
Material/BVendor
Revision levels are taken into consideration in inspection plans and quality info records. This means that different inspection plans and quality info records are used depending on the revision level of the material.
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QM System
AvailableAvailable RequirementsRequirements Purchase orderPurchase order
Vendor
ISO 9002
ISO 9001
Q-info
A
Material
Material X
ISO 9001
ISO 9002
Material Y
ISO 9001
ISO 9002
DEFECT
The QM System in use by the vendor only meets the requirements of the QM System maintained as system ISO 9002 (audit note > nn) in the material master. If QM System ISO 9001 is required for the procurement of the material, an order cannot be placed with this vendor.
The QM System entered in the quality info record overrides the QM System entered in the vendor master record.
The "valid-from date" for the QM System can be maintained in the quality info record. If a QM System is required by the vendor, this is checked against this date when the purchasing documents are maintained.
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Skip for Certification
Skip-to-stockGoods receiptGoods receipt
No inspection lot
Material doc.with status
A
B B C
B
Unrestricted-use stock
Unrestricted-use stock
A
B B C
B
Q-info recordQM System XYMaterial AVendor Z
You can define the QM System for the vendor in the vendor master record. The goods receipt posting for a certified vendor does not create an inspection lot. In the material document, the current inspection status is noted. In Customizing for QM in procurement, you can identify a QM System as certified.
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Mass Maintenance of Quality Info Records
Material From 4711 to
Plant
Material class
Vendor
Only for purchasing info records
31.12.2003
5,000,000
Release until
Released quantity
Available QM system
Inspection control
Insp. type source insp.
Source insp. instead of GR insp.Block function/reason
Status profile
Lead time
Parameters
SelectionSelection
Quality info records
From 0001 to
From to
From 1000 to
Collective processing is possible for quality info records (Transaction QI06) This transaction can be used to create, change and display quality info records for procurement.
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SAP AG 2001
Block an invoice in the material master as a result of a quality inspection
Control the procurement process using the quality info record (data from the material master and vendor master)
Show why an inspection is skipped when the vendor has a certified QM System
Perform the mass maintenance of quality info records
Control in Procurement: Unit Summary
You are now able to:
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4.17Control in Procurement Exercises
Unit: Control in Procurement
Topic: QM in Procurement Settings when QM is Activated
At the conclusion of these exercises, you will be able to:
Use the various settings for QM in procurement.
Monitoring of vendors for different situations.
1-1 Change the material master Quality Management view for T-BQ1## to activate QM in procurement.
Select the control key for vendor release, invoice block, and certificate requirement.
Select certificate type 0001 and save your entries.
1-2 Create a new standard purchase order for today's date.
Use the data given below. You need the following information to create the purchase order:
Field Name Input Data
Vendor TPLM415-##
Purchasing organization 1000
Purchasing group 001
Company code 1000
Delivery date Today
Plant 1000
Storage location 0001
Purchase order quantity 1000 PC
Price 1 EUR
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Material T-BQ1##
Which message is displayed when you try to save the purchase order?
________________________________________________________
1-3 Create a Quality Info Record
To be able to order material T-BQ1##, you must create a quality info record. This releases the material-vendor relationship. The release should be valid till the end of this year. The quantity release should occur for up to 50000 pieces.
1-4 Create a Purchase Order
Create a purchase order for today's date. Use the data given above.
Purchase order number: _________________________
1-5 Post a Goods Receipt
Post a goods receipt for the entire quantity ordered. Confirm the warning messages for the certificate receipt. Make a note of the document number for the goods receipt.
Document number: ________________________
1-6 Invoice Verification
1-6-1 Enter the invoice document.
Logistics Materials Management Logistics Invoice Verification Document Entry Enter Invoice (MIRO)
Field Name Input Data
Invoice date Today + 10 days
Posting date Today
Company code 1000
Currency EUR
Purchase order number
From exercise 1-4
Amount 1000
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1-6-2 Enter all the data and save. What message comes up after you save?___________________
Document number: ___________________________
1-6-3 Display all the blocking reasons for your vendor.
1-7 Display the inspection lot
Display the inspection lot that you created at goods receipt.
Make a note of the inspection lot number.
Inspection lot: ____________
1-8 Record Results
Record the results for your inspection lot. Make sure that you valuate, close, and save your results.
1-9 Record the Usage Decision
Make an acceptance usage decision (for example, UD code A2). What do you have to confirm before you can make the usage decision? _________________________________
1-10 Invoice Verification
Release all the invoice items for your vendor automatically. What message is displayed? ___________________________
1-11 Maintain a Status Profile in the Quality Info Record
Assign status profile QM_P_002 to your quality info record.
1-12 Create a Purchase Order
Create a new purchase order for three items. Order the material for the model, preliminary series, and production series. Order material T-BQ1## from vendor TPLM415-##.
Item 10 T-BQ1## 10 pieces 1 week from today
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Item 20 T-BQ1## 100 pieces +2 weeks from today
Item 30 T-BQ1## 10000 pieces 3 weeks from today
You can take any other data you need from a previous purchase order.
Purchase order number: __________________________
1-13 Post a Goods Receipt
Post a goods receipt for the entire quantity of item 10.
1-14 Record Results
Record the results for your inspection lot. How many characteristics are to be inspected? _____________________________
1-15 Record the Usage Decision
Record the usage decision Accepted.
1-16 Display the Release Status in the Quality Info Record
In the status management of the quality info record, display both the status reached and the status desired for your material.
1-17 Repeat this process for purchase order items 20 and 30. How many characteristics should be inspected for the lots of items 20 and 30?
Note: For purchase order item 30, only post a goods receipt for 1000 pieces, as you will need the rest of this purchase order for the other exercises.
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4.18 Control in Procurement Solutions
Unit: Control in Procurement
Topic: QM in Procurement Settings when QM is Activated
1-1 Change the material master Quality Management view for T-BQ1## to activate QM in procurement.
Logistics Quality Management Quality Planning Logistics Master Data Material Change (MM02)
or
Logistics Materials Management Material Master Material ChangeImmediately (MM02)
Enter material T-BQ1## and select the QM view and plant 1000.
Select QM in procurement in this view, and choose the control key for vendor release, invoice block, and certificate requirement. Select the QM control key 9001 and the certificate type 0001 and save your entries.
1-2 Create a standard purchase order for today's date.
Use the data given below.
LogisticsMaterials Management Purchasing Purchase Order Create Vendor/Supplying Plant Known (ME21N)
Field Name Input Data
Vendor TPLM415-##
Purchasing organization 1000 (IDES Germany)
Purchasing group 001
Company code 1000
Delivery date Today
Plant 1000
Storage location 0001
Purchase order quantity 1000 PC
Price 1 EUR
Material T-BQ1##
Which message is displayed when you try to save the purchase order?
No QM info record exists for material T-BQ1##
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1-3 Create a Quality Info Record
Logistics Quality Management Quality Planning Logistics Master Data Quality Info Record: Procurement Create (QI01)
Enter the material, vendor, and plant.
1-4 Create a Purchase Order
LogisticsMaterials Management Purchasing Purchase Order Create Vendor/Supplying Plant Known (ME21N)
Purchase order number: _________________________
1-5 Post a Goods Receipt
LogisticsMaterials Management Inventory Management Goods Movement Goods Receipt For Purchase Order PO Number Known (MIGO)
Confirm the messages for the certificate receipt.
Document number: ________________________
1-6 Invoice Verification
1-6-1 Enter the invoice document.
Logistics Materials Management Logistics Invoice Verification Document Entry Enter Invoice (MIRO)
Field Name Input Data
Invoice date Today
Posting date Today
Company code 1000
Amount 1000
Currency EUR
Purchase order number From exercise 1-4
1-6-2 Enter all the data and save your entries.
What messages come up after you save?
Document no. 51…… was included, blocked for payment
1-6-3 Display all the blocking reasons for your vendor.
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Logistics Materials Management Logistics Invoice Verification Further Processing Release Blocked Invoices (MRBR)Enter the vendor and purchasing group and deselect Manual release. Choose Enter. One of the blocking reasons is Quality.
1-7 Display the inspection lot
Display the inspection lot that you created at goods receipt.
Logistics Quality Management Quality Inspection Inspection Lot Processing Display (QA03)
Note: The inspection lot number displayed should be the last lot you created.
Make a note of the inspection lot number.
Inspection lot: ____________
1-8 Record Results
Record the results for your inspection lot.
Logistics Quality Management Quality Inspection Inspection Result For Operation Record (QE01)
Enter the inspection lot number and choose Enter.
Choose the characteristic filter O, outstanding characteristics. Do not enter an operation number. A dialog box displays the operations for the inspection lot. Note: You must record results for each characteristic in each operation.
Enter characteristic results for each operation. Valuate and close the recorded results and save.
Note: Within each operation characteristic, in order to enter results data, you may double-click on the characteristics to be brought into the appropriate results entry screen.
You can record the result using the following path:Logistics Quality Management Worklist Results Recording (QE51N)
1-9 Record the Usage Decision
Logistics Quality Management Quality Inspection Inspection Lot Usage Decision Record (QA11)
Record the usage decision Accepted. What do you have to confirm before you can make the usage decision?
Certificate receipt.
Choose Edit Confirm certificate receipt. Save. Then, you can record the usage decision.
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1-10 Release Invoice
Logistics Materials Management Logistics Invoice Verification Further Processing Release Blocked Invoices (MRBR)
Enter the company code 1000 and your vendor TPLM415-##. Choose Release automatically.
Note: If an invoice has no open items, it can be automatically released. Otherwise, release it manually by selecting.
Release all the invoice items for your vendor automatically. Which message is displayed?
1 invoice has been released.
1-11 Maintain a Status Profile in the Quality Info Record
Logistics Quality Management Quality Planning Logistics Master Data Quality Info Record: Procurement Change (QI02)
Choose Status and assign status profile QM_P_002 to your quality info record.
1-12 Create a Purchase Order for Three Items
LogisticsMaterials Management Purchasing Purchase Order Create Vendor/Supplying Plant Known (ME21N)
Create a purchase order for three items. Use the data given below. Order material T-BQ1## from vendor T-L15A##.
Item 10 T-BQ1## 10 pieces 1 week from today
Item 20 T-BQ1## 100 pieces +2 weeks from today
Item 30 T-BQ1## 10000 pieces 3 weeks from today
You can take any other data you need from a previous purchase order.
Purchase order number: _______________________
1-13 Post a Goods Receipt
LogisticsMaterials Management Inventory Management Goods Movement Goods Receipt For Purchase Order PO Number Known (MIGO)
Post a goods receipt for the entire quantity of item 10.
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1-14 Record Results
Logistics Quality Management Quality Inspection Worklist Results Recording (QE51N)
or
Logistics Quality Management Quality Inspection Inspection Result For Operation Record (QE01)
Record the results for your inspection lot. How many characteristics are to be inspected? 1
1-15 Record the Usage Decision
Logistics Quality Management Quality Inspection Inspection Lot Usage Decision Record (QA11)
Record the usage decision Accepted.
1-16 Display the Release Status in the Quality Info Record
Logistics Quality Management Quality Planning Logistics Master Data Quality Info Record: Procurement Display (QI03)
Choose the tab page Status to display the material status.
1-17 Repeat this process for purchase order items 20 and 30. How many characteristics should be inspected for the lots of items 20 and 30? - 1 or 6
Note: For the purchase order item 30, only post a goods receipt of 1000 pieces, as you will need the rest of this purchase order for the other exercises. After the GR posting, inspection, and UD for item 20, the status achieved should be Preliminary series and the desired status Production series.
After the GR posting, inspection, and UD for item 30, the status achieved should be Production series.
You have determined that the recording of inspection results and entering the UD changes each status. Each status has its own inspection type. The status may be based on different task list usages and therefore different task lists.
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5
SAP AG 2001
Procurement Documents
Contents:
Procurement Documents
Material Master: Quality Management View- Technical Delivery Terms - Quality Assurance Agreement
Simple and Enhanced Control for the Certificate Type
Maintaining the Certificate Record
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At the conclusion of this unit, you will be able to:
Procurement Documents: Unit Objectives
Describe the various settings for QM in procurement that are available in the Quality Management view of the material master
Explain the control options using the certificate type
Describe certificate records and how they are created
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5.3
SAP AG 2001
Procurement Documents: Course Overview Diagram
Procurement Documents 5
QM During Goods Movements 3
Control in Procurement 4
QM at Goods Receipt 2
Quality Level and Usage Decision 7
Manufacturer Part Number 8
Handling Units and QM 9
Warehouse Management and QM 10
Course Overview 1
Quality Certificates at Goods Receipt 6
Appraisal Costs 11
Evaluations 12
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Procurement Documents: Business Scenario
Technical delivery terms and quality assurance agreements exist for some materials/vendors. These technical delivery terms and quality assurance agreements should be printed with the purchase order.
We require some vendors to provide certificates at goods receipts. The goods will not be accepted if the certificate is missing.
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5.5
SAP AG 2003
Procurement Documents
Request for quotation
Goods receipt
Technicaldeliveryterms Technical
deliveryterms
Quality assurance
agreements
Certificate Certificate requirementrequirement
Goods receipt inspection
Certificate inspection
OK !OK !
Purchase order
In the procurement process, quality management is involved in requests for quotation, purchase order processing, goods receipt, and vendor evaluation.
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5.6
SAP AG 2003
Quality Documents for Supply Relationships
Procurement
Vendor
Quality documentsTechnical
delivery terms
Quality assurance agreements
SAP Document
Management
Technical delivery requirements, quality assurance agreements, etc. for the delivery of goods by vendors.
Such documents are stored in the document management system and are assigned accordingly. The assignment is performed according to implementation area.
For procurement operations (that is, for requests for quotations and purchase orders) the following documents are consulted: Quality assurance agreement (document type Q01):
Q-info record procurement (reference to material, (revision level), vendor, plant) Technical delivery terms (document type Q02):
Additional data in the material masterDocuments for the vendor master record
The settings for the document type are determined so that:
The message functions in procurement, for example, the purchase order printout, can process these document types. This is why only SAPScript texts are permitted for these document types in the Standard System.
A procedure that is in accordance with the rules for quality documents is maintained. For example, a new document version is required when a released document is changed.
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5.7
SAP AG 2003
Purchase Order Printout
Purchase order printout
CompanyItem 10
Material master
QM view
- Technical delivery terms
- Certificate
. . . .
. . . .
. . . .
A
Material
Quality info record
- Quality assurance agreement
The purchase order printout contains the following additional information: Technical delivery terms Certificate requirement Quality assurance agreement
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5.8
SAP AG 2001
Material Master: Quality Management View
Active
QM in procurement X
QM control key
Certificate typeQM system
Plant levelPlant level
Quality Management viewQuality Management view
A
Material master
Technical delivery termsQuality assurance agreementRelease requiredCertificate required...
The procurement data is maintained in the Quality Management view of the material master:Technical delivery termsQuality assurance agreementRelease requiredCertificate requirementBlock inactiveNotification type
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5.9
SAP AG 2003
Certificate Processing
E21
E23
E22
Short text
Cert. of conformity "2.1" EN 10204
Test certif. "2.2" EN 10204
Works test certif. "2.3" EN 10204
With inspection
lot
Blocked stockStatus in inspection lotE:
WarningWarningW:
Blocked stockStatus, no skip-to-stockB:
Error messageStatus in inspection lotC:
Blocked stockError messageA:
Error messageStatus, no skip-to-stockF:
Error messageError messageD:
InformationI: Information
CertType
Without inspection
lot
The certificate type determines: One or more certificates for each purchase order item One or more certificates for each material at goods receipt How the system reacts if the certificate is not available at goods receipt
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SAP AG 2001
Inspection lot
Usage Decision Usage Decision
Certificate Processing
Usage decisionCertificate confirmedUsage decision
Certificate confirmed
A status is set in the inspection lot if there is no certificate available at goods receipt. The usage decision can only be made when the receipt of the certificate is confirmed.
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5.11
SAP AG 2003
Enhanced Control for the Certificate Type
E21
E23
E22
Short text
Cert. of conformity "2.1" EN 10204
Test certif. "2.2" EN 10204
Works test certif. "2.3" EN 10204
Enhanced certificate processing
No dialog box for GR
Reminder deadline
CertType
Enhanced certificate processing is activated for each certificate type. A certificate data record is only created if enhanced certificate processing has been activated.
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5.12
SAP AG 2001
Certificate Record
Date of receiptDate of receiptAdministrative dataAdministrative data
Entered by, entered on...Entered by, entered on...
Material, batchMaterial, batchReferenceReference
Vendor, vendor batchVendor, vendor batch
Purchase order itemPurchase order itemDocument referenceDocument reference
Goods receipt document itemGoods receipt document item
StatusStatusCertificate dataCertificate data
Reminder dateReminder date
Delivery note numberDelivery note number CertificatesCertificatesCertificates
If you use enhanced certificate processing, a certificate record is managed in the SAP System.
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5.13
SAP AG 2001
Procurement Documents: Unit Summary
You are now able to:
Activate the technical delivery terms, a quality assurance agreement, vendor release, certificate processing, and invoice block using the procurement key
Store existing movement data in the certificate record for the enhanced control of the certificate type
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5.14 Procurement Documents: Exercises
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Unit: Procurement Documents
Topic: Requesting and Monitoring Documents in the Procurement Process
At the conclusion of these exercises, you will be able to:
Explain the use of quality certificates, technical delivery terms, and quality assurance agreements
There are agreements with vendors, which are defined in the technical delivery terms and quality assurance agreements. Vendors should be informed of the contents of these documents.
1-1 Create Technical Delivery Terms TLG## and Assign these to Your Material T-BQ1##.
Your technical delivery terms should contain a long text and a short text. Make a note of the text:________________________________________________________________
1-2 Create a Quality Assurance Agreement (QVG##) and Assign the Document to Your Combination of Material and Vendor Using the Procurement Info Record.
Your quality assurance agreement should contain a long text and a short text. Make a note of the text:_________________________________________________________________________________________________________________________________________
1-3 Change the control key in the material master for material T-BQ1## so that vendor release, technical delivery terms, a quality assurance agreement, and certificate are required.
Choose a certificate type that supports enhanced certificate processing (for example, E32). Make a note of the control key and certificate type.
Certificate type: _______________________Control key: __________________________
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5.15 Procurement Documents: Solutions
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Unit: Procurement Documents
Topic: Requesting and Monitoring Documents in the Procurement Process
1-1 Create the Technical Delivery Terms TLG## and Assign to the Material
Logistics Quality Management Quality Planning Logistics Master Data Material Technical Delivery Terms Create (QV11)
Field Name Input Data
Document TLG##
Document Type Q02
Document Part 000
Document Version 00
Exit the initial screen using the Enter key and on the Document Data tab page, enter a description (short text or long text) for the technical delivery terms.
You can use the tab page Object Links to link the technical delivery terms with your material T-BQ1##.
Save your technical delivery terms and then change the status of the technical delivery terms to Released.
1-2 Create a Quality Assurance Agreement (QVG##) and Assign the Document to the Procurement Info Record:
Logistics Quality Management Quality Planning Logistics Master Data Quality Info Record: Procurement Quality Assurance Agreement Create (QV01)
Enter a description in the document data, release the document, and save. It may be necessary to use the menu path given above to document management to release the document. Assignment:
Logistics Quality Management Quality Planning Logistics Master Data Quality Info Record: Procurement Change (QV02)
Choose the Quality agreement tab page, enter the quality assurance agreement that you created, and save.
1-3 Change the Control Key in the Material Master
Logistics Materials Management Material Master Material Change Immediately (MM02)
The control key is 0004 and the certificate type is E32.
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6
SAP AG 2001
Monitoring Certificate Receipts
Optical Archiving of GR Certificates
Certificate Retrieval Using the Internet
Formatted Inspection Result Transfer to Certificate
Contents:
Quality Certificates at Goods Receipt
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6.2
SAP AG 2001
At the conclusion of this unit, you will be able to:
Quality Certificates at Goods Receipt: Unit Objectives
Monitor quality certificates at goods receipt
Store certificates in the optical archive
Retrieve quality certificates for deliveries using the Internet
Copy the inspection results (quality certificate data) that were transferred using the quality certificate to an inspection lot
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SAP AG 2001
Quality Certificates at Goods Receipt: Course Overview Diagram
Quality Certificates at Goods Receipt 6
QM During Goods Movements 3
Control in Procurement 4
Procurement Documents 5
Quality Level and Usage Decision 7
Manufacturer Part Number 8
Handling Units and QM 9
Warehouse Management and QM 10
Course Overview 1
QM at Goods Receipt 2
Appraisal Costs 11
Evaluations 12
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6.4
SAP AG 2001
Quality Certificates at Goods Receipt: Business Scenario
If a quality certificate is required and is not included with the goods receipt, you must send a reminder for the missing certificate. An incoming certificate should be stored in the archive.
In accordance with an agreement with your vendor, formatted inspection results are transferred with the quality certificate. These results are taken into consideration during the GR inspection and should automatically be copied from the certificate to the GR inspection lot.
If necessary, you want to be able to retrieve certificates for deliveries from your vendor using the Internet.
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6.5
SAP AG 2001
Creating the Certificate Record
Certificate
Goods receipt:AutomaticBefore goods receipt:
Manual
CertificatesCertificatesCertificates
A certificate record can be created manually for the purchase order and purchase order item before the goods receipt.
When you record the certificate receipt for the purchase order, you can specify the delivery number on the initial screen to identify the certificate record.
If you do not enter an item on the initial screen for a purchase order number, a list of the items in the purchase order appears when you choose enter.
When you are recording the receipt of the quality certificate and you have entered the purchase order number, purchase order item, and - if applicable- a delivery number, then the system proposes the existing certificate data records for the data you have entered for changes. A new certificate record is only created when no matching certificate data record previously existed. This makes certificate processing easier, because it is not always clear whether or not a certificate receipt has already been recorded for the purchase order either electronically or at goods receipt.
A certificate record is created at goods receipt (at the latest) if the relevant material requires a certificate and the corresponding settings have been made in Customizing for the certificate type.
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6.6
SAP AG 2001
Monitoring Quality Certificates
COA
OpticalarchiveOpticalOpticalarchivearchive certificatescertificatescertificatesReminder
Reminder
Missingcertificates
CertificatesCertificatesCertificates
Certificate?Certificate?
No!No!
Certificate missing
A
A BCD
You can send reminders for missing certificates. The system supports the following certificate receipt scenarios:
Certificate receipt before goods receipt Certificate receipt at goods receipt Certificate receipt for the purchase order item without an inspection lot after goods receipt Certificate receipt for the purchase order item with an inspection lot after goods receipt Certificate receipt for the purchase order item with inspection lots after the usage decision
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6.7
SAP AG 2001
Optical Archiving of GR Certificates
COA
CertificateCertificateCertificate
Scanner
OpticalarchiveOpticalOpticalarchivearchive
WorkflowWorkflow
You can monitor the receipt of a quality certificate with and without inspection lot processing independent of the time of goods receipt. You can store the quality certificate in the optical archive.
The incoming certificate can be stored in the optical archive first as a document with document type. The system sends this information to the inbox of the employee responsible using the Workflow and the document type. The document can then be inspected and assigned to the corresponding certificate record.
Prerequisite for enhanced certificate processing: The indicator "Enhanced certificate processing" must be set in Customizing for the certificate type.
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6.8
SAP AG 2003
Electronic Certificate Transmission: Overview
Order
DeliveryCertificate Creation
Purchase order
Goodsreceipt
Certificate
Inspection lot
Goods issue
VendorVendor
CustomerCustomer
Purchase order
Resultstransfer
You can electronically send and receive quality certificates for a delivery. The quality certificate is electronically transferred to the certificate recipient using EDI (Electronic Data Interchange: This is a company-wide electronic means of exchanging data. The data is formatted according to certain standards) The technical transfer can be performed directly using EDI or the Internet.
Certificate creation occurs in a similar way to the printing of the certificate for the delivery. The quality certificate is created as a PDF file and packed in an intermediate document (IDoc). During electronic certificate receipt, a certificate record is updated from the incoming IDoc and the quality certificate is stored in the optical archive. As a result, you no longer have to scan the certificate and manually maintain the certificate record.
From release 4.6C, the quality certificate can be electronically transferred with the formatted data. This allows an automatic transfer of results from the certificate to an inspection lot. In addition to outbound deliveries, electronic certificates can also be created for a batch or an inspection lot. This means that the exchange of quality data is not linked to a purchase order or delivery and it makes it easier to use the results of external quality inspections in your own system.
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6.9
SAP AG 2003
Transfer of Inspection Results to the Certificate
Certificate and data transferCertificate and data transfer
Agree certificate contentAgree certificate content
Certificate design
Planning the certificate profile
Planning the certificate profileCertificate
profile Planning the data transfer
Planning the data transfer Inspection
planCharacteristic mapping
(conversion)Characteristic mapping
(conversion)Mappingtable
Certificate requestCertificate requestCertificate
order
Certificate creationCertificate creation
Certificate
VendorVendor CustomerCustomer
From Release 4.6C, the quality certificate can be electronically transferred with the formatted data. This allows an automatic transfer of results from the certificate to an inspection lot. In addition to outbound deliveries, electronic certificates can also be created for a batch or an inspection lot. This means that the exchange of quality data is not linked to a purchase order or delivery and it makes it easier to use the results of external quality inspections in your own system.
The recipient can have the data transfer triggered automatically by a goods receipt. In this case, the data is sent to a goods receipt inspection lot. The data transfer can also be triggered manually and the data can then be transferred to any desired inspection lot.
The results data origin specified in each inspection characteristic (in the inspection plan or material specification) controls whether or not the data will be copied from the electronic certificate or whether the data will be determined by inspection.
If the sender and the recipient use different characteristic descriptions, characteristics are identified and assigned at results transfer using a partner-specific characteristic mapping process.
The interface is also suitable for the transfer of data to business partners who do not use an R/3 System.
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6.10
SAP AG 2003
Quality Certificates for Deliveries on the Internet
List of retrieved certificates
List of retrieved certificates
Protocol of retrieval process
Protocol of retrieval process
Planning the certificate profile
Planning the certificate profile
Certificate profile
Issue customer access authorization
Issue customer access authorization
Access authorization
Retrieval of certificates
Retrieval of certificates
Access status
Certificate creation for the delivery
Certificate creation for the delivery Certificate
Setting up the vendor homepage
Setting up the vendor homepage
HomepageVendorVendor CustomerCustomer
You can make it possible for your customers to access quality certificates on the Internet. There are two variants available: The service QC40 facilitates the processing of messages related to delivery items directly from the
Internet. This means that there is always a current certificate available and that there is a protocol for each retrieval of a certificate.
The service QC40A facilitates the display of stored certificates for delivery items on the Internet as a PDF. This means that the content of the certificate is not updated each time the certificate is called. Instead, the stored certificate is displayed each time.
All contacts of a customer that want to call up their certificates, need to be assigned a SAP R/3 user with an alias in the vendor system. This SAP R/3 user needs to have a reference to a contact person at the customers.
The service QC42 (as of Release 3.1) can be used to retrieve quality certificates for a batch from the Internet. The most current certificate data on the database is always read. The certificate is transferred as a PDF file.
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6.11
SAP AG 2001
Certificate Transfer
Customer selects the certificates
Available certificates
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6.12
SAP AG 2001
Store quality certificates that you have received in the archive and send reminders about missing certificates.
Automatically copy the data transferred with the quality certificate from the certificate to the inspection lot at goods receipt.
Retrieve quality certificates for deliveries using the Internet
You are now able to:
Quality Certificates at Goods Receipt: Unit Summary
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6.13 Quality Certificates at Goods Receipt: Exercises
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Unit: Quality Certificates at Goods Receipt
Topic: Monitoring Certificate Receipts
At the conclusion of these exercises, you will be able to:
Send a reminder if a certificate is missing and confirm the receipt of certificates.
We expect to receive a certificate and want to monitor the certificate receipt.
1-1 Create a Purchase Order (Using Data Given Below)
Field Name Input Data
Vendor TPLM415-##
Purchasing organization 1000
Purchasing group 001
Company code 1000
Delivery date Today
Plant 1000
Storage location 0001
Purchase order quantity 1000 PC
Price 1 EUR
Material T-BQ1##
1-2 Post a goods receipt for your purchase order.
The certificate was not sent with the goods.
Make a note of the document number. ________________________
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1-3 Create a Reminder Using the Worklist Transaction for Certificates and Display the Print Output.
You should set the indicator with print dialog on the initial screen for the worklist.
1-4 Record Results and Make the Usage Decision for Your Inspection Lot.
Which message about the certificate is displayed?
___________________________________________________
1-5 Confirm Certificate Receipt Using the Usage Decision Transaction.
Which status does the certificate record have after you save the usage decision?
_____________________________
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6.14 Quality Certificates at Goods Receipt: Solutions
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Unit: Quality Certificates at Goods Receipt
Topic: Monitoring Certificate Receipts
1-1 Create a Purchase Order
Logistics Materials Management Purchasing Purchase Order Create Vendor/Supplying Plant Known (ME21N)
1-2 Post a Goods Receipt for Your Purchase Order
Logistics Materials Management Inventory Management Goods Movement Goods Movement (MIGO)
or
Logistics Materials Management Inventory Management Goods Movement Goods Receipt For Purchase Order PO Number Known (MIGO)
The certificate is not included.
1-3 Create and Display Reminders
Logistics Quality Management Quality Certificate Inbox Worklist (QC55)
Call up the worklist transaction. Enter material number T-BQ1##, select Print dialog, and choose Execute. Select the entry with the red light and then choose the pushbutton Print reminders. Specify a printer (locl) and choose print preview.
1-4 Results Recording and Usage Decision:
Record results for all characteristics in the worklist. Remember to valuate, close, and save all characteristics.Make a usage decision. The following error message appears:Error during status check: Certificate confirmation missing.
1-5 Confirm Certificate Receipt Using the Usage Decision Transaction:
In the usage decision, choose Edit Confirm Receipt of Certificate.The certificate record now has the status Certificate received.
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SAP AG 2001
Quality Level and Usage Decision
Contents:
Quality Level
Dynamic Modification Levels
Dynamic Modification Rule
Dynamic Modification at Lot Creation
Skip-To-Stock
Usage Decision
Skips
Stock Posting
Related Functions
List Processing
Automatic UD
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7.2
SAP AG 2001
Quality Level and Usage Decision: Unit Objectives
Perform a quality inspection for an inspection lot
Make a usage decision using the worklist function
Explain the quality level for a material
Describe how the quality level is updated
At the conclusion of this unit, you will be able to:
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7.3
SAP AG 2001
Quality Level and Usage Decision: Course Overview Diagram
Quality Level and Usage Decision 7
QM During Goods Movements 3
Control in Procurement 4
Procurement Documents 5
QM at Goods Receipt 2 Manufacturer Part Number 8
Handling Units and QM 9
Warehouse Management and QM 10
Course Overview 1
Quality Certificates at Goods Receipt 6
Appraisal Costs 11
Evaluations 12
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7.4
SAP AG 2001
Quality Level and Usage Decision:Business Scenario
In our company, we want to be able to process goods receipts in relation to their quality level.
Our inspectors should be able to select inspection lots without usage decisions from a list. The system should record usage decisions automatically for inspection lots with all inspection results accepted and for lots in a skip stage.
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7.5
SAP AG 2001
Quality Level
CustomerCustomer PlantPlant MaterialMaterial
VendorVendor
Task listTask listInspection type
Inspection type
ManufacturerManufacturer
Quality LevelQuality Level
The quality level is updated depending on the combination of material, vendor, customer, manufacturer, plant, and inspection type.
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Dynamic Modification Levels
Inspection type Task list Quality Level
Insp. lot
Insp. type
Charac.
010405
010405
010405
Task list 1
Task list 1
Task list 1- Charac. 1- Charac. 2
Quality level, task list 1
Quality level, insp. type 01Quality level, insp. type 04Quality level, insp. type 05
Quality level Task list 1, charac. 1Task list 1, charac. 2
Dyn. level
Different quality levels exist for the different dynamic modification levels.
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TimeTime
Inspection stage
Tightened
Normal
Reduced
Skip
Rules for an inspection stage change
The quality level is taken into accountDynamic Modification Rule Dynamic Modification Rule Dynamic Modification Rule
Dynamic Modification Rule
The dynamic modification rule contains the definition of inspection stages, the time of dynamic modification (at inspection lot creation or after the usage decision), and the conditions for an inspection stage change.
The inspection stage is changed if the inspection is OK (reduced inspection) or when the inspection is not OK (the inspection is tightened). You can make individual settings to specify which conditions cause an inspection stage change.
Moreover, you can control the change from the skip stage using the maximum skip duration and the reset period in the dynamic modification rule.
During an inspection without a sampling scheme, you should not use the inspection severities tightened, normal, or reduced.
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Create inspection
lot
Inspection lot
Dynamic modificationvaluation
Characteristic valuation
Quality Level Sample determination
Quality Level
RejectionRejection
Results recordingUsage decision
Dynamic Modification at Lot Creation
Acceptance
When you create an inspection lot, the sample is determined on the basis of the quality level. If the indicator "Dynamic modification at lot creation" is set in the dynamic modification rule, the
quality level for the current inspection lot is immediately updated after sample determination. The system automatically assigns the valuation "Accepted" and changes the inspection stage if the lot is OK.
If a characteristic is rejected during results recording, the characteristic valuation in the quality level is changed to "Rejected," after the usage decision is made.Prerequisite: The characteristic is closed.If the rejection leads to a stage change, this takes place with reference to the stage that is entered in the quality level.
The subsequent change in the quality level has no effect on inspection lots created since this changeand are waiting to be processed.
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Material A
Material
Skips allowed
Automaticusage decision
Skip
Inspection lot
Inspection stock
Unrestricted-use stockInspection stock
QM Inspection SetupQM Inspection Setup
Skip-To-Stock
If the conditions for "skip-to-stock" are fulfilled, the material is immediately posted to unrestricted-use stock if the appropriate setting has been made in material master.
The inspection lot is completed with the usage decision. You can plan a job for the completion of skip inspection lots.
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!!Purchasing Production
Vendor StockA
A BCD
Statistics
No.
T
Quality LevelInspection stage
Time
Effects of the Usage Decision
In stock-related inspection lots, stock postings are triggered by the usage decision. The quality score influences the "Quality" criterion in the vendor evaluation. The dynamic modification level (determined by the dynamic modification rule) is updated in the
quality level.
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1234Usage decision for each inspection lot
List of inspection lots without usage decision
List of inspection lots without rejected characteristics Make usage decision in background Make usage decision in foreground Make usage decision manually
Usage decision for skipped inspection lots
Automatic Usage Decision Skipped inspection lots Without rejected characteristics
Making the Usage Decision
Inspection lots without a usage decision are displayed in a worklist. In this way, they can be more easily processed.
You can create a worklist for inspection lots that have open quantities to be posted. This includes all inspection lots where the lot quantity has not been fully posted. The worklist only contains inspection lots that are stock-relevant and for which, at minimum, a short-term inspection has been completed.
You can generate a list of inspection lots for which a collective usage decision is to be made. The list that is created contains all inspection lots that fulfil the following criteria:
Characteristic processing has been completed
No usage decision has been made
No characteristics were rejected
No defects were recorded
You can also create lists for inspection lots without inspection completion and inspection lots without usage decisions.
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Processing Time for Automatic UD
Skipped inspection lots
Job interval
Delay time
Job start08:00:00
Job start10:00
Job start09:00:00
Time
Time
Time
CustomizingJob interval: 1 hourDelay time: 15 minutes
Is not considered by 10:00 job
08:45:00 09:4507:45:00
Time of inspection lot creation
You can set the waiting time and delay time in Customizing at plant level. The maximum possible processing time for skipped inspection lots is calculated by adding the delay
time to the job interval.
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Processing Time for Automatic UD (2)
Inspection lots without rejected characteristics
Waiting time
CustomizingJob interval: 1 hourWaiting time: 15 minutes
Job interval
Job start08:00:00
Job start10:00
Job start09:00:00
Time
Time
TimeIs not considered by 10:00 job
08:45:00 09:4507:45:00
Time of inspection lot creation
The job makes an automatic usage decision for those inspection lots, which have undergone a certain waiting time after being created and which fulfill the following characteristics:
None of the characteristics of the inspection lot have been rejectedAll required characteristics have been confirmed and completed.There are no defect data records for the inspection lot.An automatic usage decision is permitted for the material.
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Quality Level and Usage Decision:Unit Summary
You are now able to:
Create a quality level when a dynamic modification rule is assigned
Make the usage decision for inspection lots automatically using job management. For this, the inspection type for the material must support an automatic usage decision. The inspection must also be completed without any characteristics being rejected.
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7.15Quality Level and Usage Decision: Exercises
Unit: Quality Level and Usage Decision
Topic: Quality Level and Dynamic Modification Rule
At the conclusion of these exercises, you will be able to:
Show how the quality level is determined for each material/vendor/manufacturer combination
Vendors and manufacturers may require different monitoring criteria. Depending on the inspections already performed, different inspection severities are required based on the quality level.
1-1 Display the current quality level for material T-BQ1## and vendor TPLM415-##
1-2 Change the Quality Level
Change the quality level for all characteristics by setting the next inspection stage to Skip.
Confirm the messages by choosing Enter.
1-3 Create a Purchase Order
Create a standard purchase order for today's date. Order material T-BQ1## from vendor TPLM415-##. The purchase order quantity is 9000 pieces at 1 EUR each, storage location 0001. Make a note of the purchase order number.
Purchase order number: _________________________
1-4 Stock Overview
Check the following stock types for your material:
Unrestricted-use stock: ______________________
Inspection stock _____________________
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1-5 Post a Goods Receipt
Post a goods receipt for your purchase order. The vendor only delivered 1000 pieces. Post the partial delivery. Confirm that the certificate was received.
Check the following stock types for your material again:
Unrestricted-use stock: ______________________
Inspection stock ______________________
1-6 Display the inspection lot
Display the inspection lot that you created. What (additional) status is displayed in the inspection lot?
Status: ___________
1-7 From the worklist, you can make a collective usage decision for all inspection lots that have a skip status or that have no defects.
Enter the plant, material T-BQ1##, and vendor TPLM415-##, and make the usage decision. Only enter your own material and vendor, so that you do not change those of other participants. Choose Execute.
1-8 Check the Quality Level for Your Material and Vendor Combination.
What is the current inspection stage? ____________________
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7.16 Quality Level and Usage Decision: Solutions
Unit: Quality Level and Usage Decision
Topic: Quality Level and Dynamic Modification Rule
1-1 Display the quality level for material T-BQ1## and vendor TPLM415-##
Logistics Quality Management Quality Inspection Quality Level Display (QDL3)
1-2 Change the Quality Level
Logistics Quality Management Quality Inspection Quality Level Change (QDL2)
Change the quality level for all characteristics by setting the next inspection stage to Skip. Choose the Nstg column and change to 0001.
1-3 Create a Purchase Order
Logistics Materials Management Purchasing Purchase Order Create Vendor/Supplying Plant Known (ME21N)
Create a standard purchase order for today's date. Use material T-BQ1## from vendor TPLM415-##. The purchase order quantity is 9000 pieces at 1 EUR each, storage location 0001. Make a note of the purchase order number. _____________________________________
1-4 Stock Overview
Logistics Materials Management Inventory Management Environment Stock Stock Overview (MMBE)
Enter the material T-BQ1## and plant 1000 and choose Execute.
Check the following stock types for your material:
Unrestricted-use stock: ______________________
Inspection stock: ________________________
1-5 Post a Goods Receipt
Logistics Materials Management Inventory Management Goods Movement Goods Receipt For Purchase Order PO Number Known (MIGO)
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Post a goods receipt for your purchase order. The vendor only delivered 1000 pieces. Post the partial delivery. Confirm that the certificate was received.
Check the following stock types for your material again.
Unrestricted-use stock: ______________________
Inspection stock: ________________________
The unrestricted-use stock has increased by the ordered quantity. The quantity in inspection stock has not changed.
1-6 Display the inspection lot
Logistics Quality Management Quality Inspection Inspection Lot Processing Display (QA03)
Display the inspection lot that you created.
Choose the Status History pushbutton or the Status Details icon.
Skip
1-7 From the worklist, you can make a collective usage decision for all inspection lots that have a skip status or no defects.
Logistics Quality Management Quality Inspection Worklist Inspection Lot Completion Collective Usage Decision (QA16)
Enter the plant, material T-BQ1##, and vendor TPLM415-##, and make the usage decision. Only enter your own material and vendor, so that you do not change those of other participants. Choose Execute.
Select the item and make the UD in the background. A message, which says that the quality level will be updated and the UD saved, should be displayed.
1-8 Display the Quality Level for Your Material/Vendor Combination
Logistics Quality Management Quality Inspection Quality Level Display (QDL3)
What is the current setting?
Inspect
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Manufacturer Part Number
Contents:
Manufacturer Part Number Dependencies
Processing of Manufacturer Part Numbers
With Quality Flag Set
Without Quality Flag Set
Release of Certified Vendors/Manufacturers
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At the conclusion of this unit, you will be able to:
Manufacturer Part Number: Unit Objectives
Describe how manufacturer part number management is integrated in QM.
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Manufacturer Part Number: Course Overview Diagram
Manufacturer Part Number 8
QM During Goods Movements 3
Control in Procurement 4
Procurement Documents 5
Quality Level and Usage Decision 7
QM at Goods Receipt 2
Handling Units and QM 9
Warehouse Management and QM 10
Course Overview 1
Quality Certificates at Goods Receipt 6
Appraisal Costs 11
Evaluations 12
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Manufacturer Part Number: Business Scenario
Our company receives goods from different vendors. However, a lot of the delivered materials come from the same manufacturer.Our company wants to store the data and analyze the manufacturer's performance.
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Manufacturer Part Number (MPN)
VendorVendor
Plant
Manufacturer AScrew "A1":
Length 30 mmDiameter 5 mm
Manufacturer BScrew "B2":
Length 30 mmDiameter 5 mm
Manufacturer CScrew "C3":
Length 30 mmDiameter 5 mm
Your plant stocks screws of length 30 mm and diameter 5 mm as the inventory-managed material S3005.
Manufacturer A describes these screws as A1 (manufacturer part number). Manufacturers B and C have other manufacturer part numbers for these screws.
Your plant wants screws only from manufacturer A since this manufacturer can deliver the required quality and is a certified manufacturer. In a purchase order, the plant informs the vendor of the manufacturer and manufacturer part number.
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Manuf. part A1
Classification
Purchasing
Purchase order text
Manufacturer Part Number (MPN): Internal Material
Basic data
Material master record
Classification
Sales
Purchasing
Materials planning
Forecast
Work scheduling
Storage
Quality management
Accounting
Costing
.....
Manufacturer part B2
Classification
Purchasing
Purchase order text
Manufacturer part C3
Classification
Purchasing
Purchase order text
n : 1n : 1
An internal material is assigned to each manufacturer part number in the material master. In this way, an internal material can correspond to several manufacturer parts, because these manufacturer parts correspond to a general specification. In our example, this is the length and diameter of the screw.
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QM QM processingfor MPN
MPN
Manuf.
Mat. no.
:
:
:
4711
Rhodes
8257-01 0001
Material master
Assignment:MPN Mat. no.
Material Master:8257-01
Customizing:MPN profile
MPN profile
Manufacturer Part Number (MPN): Material Number
A manufacturer part number profile (MPN profile) is assigned to an internal material in the material master.
The MPN profile defines how you can work with MPN materials in the procurement process. In the MPN profile, you can activate manufacturer-specific QM processing.
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QM Processing With and Without Manufacturer (1)
Internal part + vendor
Internal part + manufacturer + vendor
Internal part + manufacturer
Internal part + vendor
With manufacturer processing Without manufacturer processing
Sampling procedure/dynamic modification
Task list assignment
Master data:
You define in the MPN profile, whether QM processing is performed with or without reference to the manufacturer.
The manufacturer is assigned in the material-task list assignment in the inspection plan using the field Vendor, because the manufacturer is a Vendor with a specific account group.
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QM Processing With and Without a Manufacturer (2)
Internal part + vendorInternal part + vendor + manufacturer
With manufacturer processing Without manufacturer processing
Inspection lot processing/usage decision/quality level
QMIS update
Inspection processing:
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Create with reference to manufacturer part number
Manufacturer + vendormust be certified
Create with reference to internal part
Vendor must be certified
Release
Skip if certified
Without manufacturer processing
With manufacturer processing
Release of Manufacturer Parts
Q-info record:
Skip if certified
Q-info record:
Purchase order:Vendor + manufacturer part number
Purchase order:Vendor + internal part
If the manufacturer part profile defines manufacturer-related QM processing, the quality information record must relate to the combination of vendor and manufacturer part.
If a skip should occur because of certification, a corresponding QM system must be entered in the vendor and manufacturer.
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Manufacturer Part Number: Unit Summary
You are now able to:
Select task lists based on the manufacturer
Create manufacturer as criterion for dynamic modification
Create quality info records with reference to the manufacturer part number
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8.12Manufacturer Part Number: Exercises
Unit: Manufacturer Part Number
Topic: QM using Manufacturer Part Number Process
At the conclusion of these exercises, you will be able to:
Demonstrate how to create a material master with an MPN reference and process it in QM
Vendors and manufactures may require different inspection conditions. You can use a different inspection plan for inspections with reference to the manufacturer.
1-1 Assign MPN profile 2500 to material T-BQ3## in the purchasing view of the material master (plant 1000).
1-2 Create the MPN material master T-ZQ3## for your material T-BQ3##. Choose the material type HERS, industry sector M, mechanical engineering, and maintain the purchasing view in plant 1000. Enter the manufacturer T-Q415-## and the internal number T-BQ3## in the manufacturer parts section. Use the material group 003 Lighting unit.
1-3 Create a new purchase order for material T-ZQ3## for 1000 pieces from vendor TPLM415-## for delivery today. Save the purchase order. Which material appears on the purchase order?
__________________________________________
1-4 Post a goods receipt for your purchase order and display the stock overview. Which material number was posted to quality inspection? ________________ What is the inspection lot number? ______________
1-5 Record results for the inspection lot and save.
1-6 Record the usage decision for the inspection lot as Accepted.
1-7 Change the QM view in the material master for T-BQ3## and activate QM in procurement. You just want to release the vendor.
1-8 Create a quality info record for T-BQ3##. What information do you need?
___________________________________________________
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8.13 Manufacturer Part Number: Solutions
Unit: Manufacturer Part Number
Topic: QM using Manufacturer Part Number Process
1-1 Assign MPN profile 2500 to material T-BQ3## in the purchasing view of the material master (plant 1000).
Logistics Materials Management Material Master Material Change Immediately (MM02)
Enter material T-BQ3##, and select the purchasing view and plant 1000. Enter the manufacturer part profile 2500.
1-2 Create the MPN material master for your material.
Logistics Materials Management Material Master Create (General) Immediately (MM01)
Choose the material type Manufacturer parts and create the purchasing view. Enter the manufacturer T-Q415-## and the internal number T-BQ3## in the manufacturer parts section.
1-3 Create a purchase order for material T-ZQ3## for 1000 pieces from vendor TPLM415-## for delivery today.
Logistics Materials Management Purchasing Purchase Order Create Vendor/Supplying Plant Known (ME21N)
Save the purchase order. Which material appears on the purchase order?
Both the manufacturer part and the internal part (material).
1-4 Post a goods receipt for your purchase order and display the stock overview.
Logistics Materials Management Inventory Management Goods Movement Goods Receipt For Purchase Order PO Number Known (MIGO)
Which material number was posted to quality inspection?
T-BQ3##
What is the inspection lot number? ____________________
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1-5 Record results for the inspection lot and save.
Logistics Quality Management Quality Inspection Worklist Results Recording (QE51N)
1-6 Record the usage decision for the inspection lot as Accepted.
Logistics Quality Management Quality Inspection Inspection Lot Usage Decision Record (QA11)
1-7 Change the QM view in the material master for T-BQ3## and activate QM in procurement. You just want to release the vendor.
Logistics Materials Management Material Master Material Change Immediately (MM02)
Enter material T-BQ3##, and select the QM view and plant 1000. Select QM procurement active, and choose a control key that only requires the vendor to be released.
1-8 Create a quality info record for T-BQ3##. What information do you need?
The manufacturer part.
Logistics Quality Management Quality Planning Logistics Master Data Quality Info Record: Procurement Create (QI01)
Enter material T-BQ3## and vendor TPLM415-##.
The following message appears:
A quality info record is not allowed for material T-BQ3## (manufacturer part profile).
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Contents:
Handling Units and QM
What is a Handling Unit?
QM and the Procurement Process
Handling Units in QM
Without Physical Samples
With Physical Samples
Usage Decision and Stock Postings
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Explain the concept of handling units at goods receipt
Describe the connection between inspection lots and handling units
Perform stock postings in the usage decision on the basis of handling units
At the conclusion of this unit, you will be able to:
Handling Units and QM: Unit Objectives
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Handling Units and QM: Course Overview Diagram
Handling Units and QM 9QM During Goods Movements 3
Control in Procurement 4
Procurement Documents 5
Quality Level and Usage Decision 7
Manufacturer Part Number 8QM at Goods Receipt 2
Warehouse Management and QM 10
Course Overview 1
Quality Certificates at Goods Receipt 6
Appraisal Costs 11
Evaluations 12
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Handling Units and QM: Business Scenario
A vendor uses a shipping notification to notify the recipient of goods about an upcoming delivery. An inbound delivery is created with reference to the delivery notification. This inbound delivery contains data about the packaging.The goods are posted to inspection stock at goods receipt. Transfer postings are performed for handling units on the basis of the result of the GR inspection and using the GR inspection lot.
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Definition: Handling Unit
123456
A handling unit is a physical collection of goods consisting of:
Packaging materials (for example, pallets, cartons, containers and
Materials (to be transported, placed in storage, ...)
A handling unit has a unique identification number through which the related information can be read
Handling Units (HUs) widen the pallet handling in warehouse and shipping logistics to all logistics components.
Normally, a HU is a pallet or wirebox, but the concept of HUs is more generic and includes any type of grouped materials and the packaging material.
In WM, you can use handling units to process warehouse movements such as putaway, picking, or stock transfers. Furthermore, handling units can be created in the warehouse, labeled, and also picked for existing deliveries.
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Handling Unit Management
Handling units:
Describe how materials are to be packaged
Have an identification number (for example, EAN 128)
Have a history
Simplify processes in the supply chain
Handling units allow:
Goods movements without material numbers
Customer-specific packaging
Inventory control on the basis of handling units (HUs)
You can use Handling Unit Management to depict a type of logistics management that is based on packaging in the SAP System. In this type of logistics, you focus on the movements of handling units (HUs) containing the materials, rather than tracing the movements of the individual materials themselves. Basing logistics processes on handling units results in simplified processing of goods movements, which in turn optimizes processes in logistics.
Handling units contain all inventory information for the materials that are packed in them, including inventory management information if the materials are managed with Inventory Management. Status messages, that can be called at any time, indicate whether a handling unit is planned or notified, or if it is in the warehouse or has already been posted as goods issue. Additionally, the integrated history function records every business transaction in the handling unit's life cycle, meaning that any movements or developments of the unit can always be monitored and analyzed.
Definition: A handling unit is a grouping of physical goods consisting of:
Packaging materials (for example, pallets, boxes, vacuum packaging, containers) Goods (that have to be transported and stored, for example)
Each handling unit has a unique identification number on the basis of which information can be read.
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Structure of a Handling Unit
Item
Packaged material
Packaged HU
Quantity, Unit
Batch
Plant/storage location
Stock category (insp. stock, blocked stock...)
Inspection lot
Serial numbers
Header
Identification (EAN, SSCC18)
Packaging material
Weight, Volume, Dimensions
Status
History
The details of a handling unit are stored in the header and item data:
Weight/volume/dimension:
This overview contains all details about the weight, the volume, and the dimensions (for example, tare weight, tare volume, allowed weight, allowed volume).
General data:
In the top section of this overview, general data about the packaging material (packaging material type, packaging material category) is displayed.
In the lower section of this overview, general data about the handling unit is displayed.
Contents:
This overview contains the contents data for the handling unit. In addition, information about the packaged quantity can be found.
Objects that are connected to the handling unit (for example, inspection lot, inbound delivery, goods receipt document) are listed in the history.
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Goods Receipt with Handling Units
Inbound deliveryTransport
Inbound delivery/packaging using HUs
Transferorder
Putaway
HU no. 69179HU no. 69180
HU no. 69181
Goods receiptposting HU no. 69179
HU no. 69180HU no. 69181
123456
123456
You can generate putaway transfer orders (TO's) for inbound deliveries or for handling units. If there is more than one HU in an inbound delivery, the putaway TO is split up into single TO‘s for every single HU.
You can create TO‘s before or after GR postings in Inventory Management.
The goods receipt and putaway represent basic processes in a warehouse and take place when goods are delivered by a vendor or received from production. The putaway operation includes the placement in storage of goods in storage locations in the warehouse.
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Quality Inspections Using Handling Units
Purchase order
Inbound delivery with handling units
HU no. 69179HU no. 69180
HU no. 69181123456
Usagedecision
123456
Inspection lot
HU no. 69179HU no. 69180
HU no. 69181
Q
123456
123456
123456 Q 123456
123456
123456
123456
Goods receiptposting
HU no.HU no.
HU no.
At goods receipt, you can create inspection lots on the basis of handling units before the goods receipt has even been posted. The inspection stock is managed by the handling unit, not by the inspection lot. This provides greater flexibility when dealing with the stock. Inspection stock is also released on the basis of handling units.
The quantity of goods in inspection stock are not managed by the inspection lot, but rather by the handling unit. Whenever you post a goods movement while processing an inspection lot, the system determines which handling units are currently assigned to the lot and proposes them for the transfer posting.
Since transfer postings are triggered directly by the handling units, the system always checks whether the postings are allowed. In this way, for example, you can allow transfer postings within inspection stock and block the delivery of handling units in inspection stock to customers.
The system can automatically create an inspection lot for a handling unit for the following goods movements or events:
Packing upon receipt of delivery (inspection types for inspection lot origin 01)
Packing of finished products during production (inspection types for inspection lot origin 04)
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Handling Units in QM
2050000012436
Inspectionlot 1001
Inspectionlot 1002
72364 89236
89236
72364 89236
89236
2050000012433
The inspection lot:
Is created during packaging
Is created for a particular material or batch
References one or more HU items
Using Handling Unit Management, you can perform quality inspections on handling units at delivery item level. When a delivery item is being packaged, an inspection lot with reference to the assigned HUs can be created automatically.
If an inspection lot is assigned to handling unit, the inspection lot controls whether or not a certain goods movement is allowed. The following criteria are important in this regard:
Status "Inspection lot being inspected or usage decision made"
Usage decision code
Quality score
For sample calculation, you must know whether or not the inspection result is to be assigned to a HU.
In Customizing of Handling Unit Management, you can specify whether or not a certain goods movement is allowed (Logistics -> Handling Unit Management -> Basics).
The Post to inspection stock indicator in inspection setup in the QM view of the material master controls whether or not a material can be posted to inspection stock. This stock is managed using the handling unit.
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Handling Units in QM Without Samples
72364 89236
89236
2050000012434
Inspection lot 1001
Inspection lot 1002
72364 89236
89236
2050000012433
Inspection lots without physical samples:
Have no reference between single results and handling unit items
If you are working without sample management, then the reference only exists between the inspection lot and all handling units.
In this case, you cannot trace which result applies to which handling unit. The sample calculation for the inspection lot takes place on the basis of total quantity of similar HU
items (same material and same batch). The unit of measure is specified in the inspection plan in the corresponding inspection characteristics.
The status HUM is set in the inspection lot data record if HUs are assigned to an inspection lot. You can navigate from the inspection lot data record to the HU details by choosing Goto ->
Handling Units. Results recording is performed for the inspection lot. The results are not assigned to the individual
HUs.
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SAP AG 2001
Handling Units in QM with Physical Samples
72364 89236
89236
2050000012434
Inspection lot 1003
72364 89236
89236
2050000012433
SS 1
SS 2 RS 1
SS 3
Confirmation of the physical-sample drawing
The confirmation requirement in the physical-sample drawing requires that each sample be assigned to a handling unit.
This assignment can be changed until the usage decision has been made.
If you are working with sample management (assignment of a sampling procedure in the header of the inspection plan), you can trace which inspection result applies to which HU.
The indicator Consider number of containers must be set in the sample-drawing procedure. The sample-drawing items with a lot container that corresponds to the lot container in the inspection lot is are used. The stockkeeping unit of the HU is used as the lot container.
The HU can be assigned to the respective sample when the physical-sample drawing is processed (transaction QPR4).
The handling units for the inspection lot are listed in the sample-drawing instruction. Results recording is performed for the physical samples. This means that the sample can be used to
assign results to the HU. You can also use transaction QPR4 to get an overview of which sample(s) correspond to which HU.
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Usage Decision and Stocks
OK Not OK
Inspection lot1003
The current storage location is determined when the usage decision is made
Stock postings are performed on the basis of handling units
QM no longer manages the stock -> Stock postings can be performed using the handling unit, for example, storage locationto storage location
Valid postings are defined using Customizing
Since the stock is managed using the HU, when entering the usage decision, the system must dynamically determine which quantity of a material is in the HU and the location of the HU.
In addition, the system checks which postings are permitted for the HU or, if WM (Warehouse Management) is active, which postings are allowed from the point of view of WM. It is not possible, for example, to trigger a posting back to the vendor if the goods receipt has not been posted.
You can use the UD transaction to specify where the stock of each handling unit is to be posted. The entire quantity of the HU item is always posted.
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Create inspection lots for the inbound delivery during packaging, that is, before goods receipt.
Determine the sample size either on the basis of the stockkeeping unit or on the basis of the number of handling units.
Perform stock postings in the usage decision on the basis of handling units.
You are now able to:
HUs and QM: Unit Summary
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9.15Handling Units and QM: Exercises
Unit: Handling Units and QM
Topic: Handling Units and QM
At the conclusion of these exercises, you will be able to:
Describe the development of a GR inspection with handling units
The vendor sends a shipping notification to announce the inbound delivery. This shipping notification contains the packaging data. The shipping notification is used to create an inbound delivery with the packaging information.
If there is not notification via EDI (Electronic Data Interchange), the inbound delivery must be manually created and packaged for the purchase order. The handling units (HU = partial quantities of a material packaged together) are subjected to a quality inspection and the goods receipt for the inbound delivery is posted.
Perform a separate stock posting for each HU at inspection closure with the usage decision.
1-1 Create delivery
Create a delivery in plant 1000 for the purchase order for the material T-QS8##. The vendor 1000 announces this delivery is due to arrive on the current date.
For the selection of your purchase order for the material T-QS8##, use the pushbutton Select Purchase Order on the initial screen for the creation of the inbound delivery.
Purchase order number: _________________________
1-1-1 Packaging of Partial Quantities
The expected delivery quantity of 1000 pieces is packaged in partial quantities of 200 pieces each.
One HU should be set up for each partial quantity. Choose the icon New HU for partial qty of matl to do this.
The material PK-415 is used for packaging the individual HUs.
The storage quantity is identical to the delivery quantity.
Save the shipping notification and note its number.
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________________________________________________
The inspection lot is generated in QM as the packaging is performed and the shipping notification is created. A prerequisite for the early generation of the inspection lot is the setting HU Inspection in the inspection type in the material master.
1-2 Post goods receipt to delivery
Change the delivery of the task part 1-1 and post the goods receipt.
The storage quantity is 1000 pieces.
If you did not enter a storage quantity in part 1-1, enter this quantity now on the Stock Placement tab page and then post the goods receipt for the material.
1-3 Display the inspection lot
Display the inspection lot for the delivery and note the following data:
Inspection lot number:___________________________________________
Amount of HUs:_______________________
1-4 Inspection completion with usage decision
As the product is sound, complete the inspection with the usage decision. This offers you the possibility to perform separate stock postings for the individual HUs.
In this exercise, you work with defects recording for the material.
This means that you can complete the inspection lot by making the usage decision without having entered any inspection results.
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9.16 Handling Units and QM: Solutions
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Unit: Handling Units and QM
Topic: Handling Units and QM
1-1 Create delivery
Logistics Materials Management Purchasing Purchase Order Inbound Delivery Create (VL31N)
or
Logistics Logistics Execution Inbound Process Goods Receipt for Inbound Delivery Delivery Create Single Document (VL31N)
Enter the vendor 1000 and click the push button Purchase Orders. Do not change the proposed delivery date. This takes you to a selection screen in which you can enter additional selection criteria.
Enter the material T-QS8## and the plant 1000 as a further delimitation and choose Execute F8. Note the purchase order number for you material T-QS8##
Purchase order number: _________________________
Select the purchase order for your material T-QS8## and choose the pushbutton Adopt Selection. This takes you to the screen for creating a shipping notification.
1-1-1 Packaging of Partial Quantities
On the Item Overview tab page, you can see the material from the purchase order and the expected delivery quantity. As you are manually creating the inbound delivery, the packaging is also triggered manually.
To trigger the packaging, select the item containing the material T-QS8## and then choose Pack in the application toolbar.
The goods are delivered in packaging units of 200 pieces each. Enter this information in the Partial qty field for the material. Then select the line with the material to be packaged and choose the Per part. qty pushbutton (new HU per part. qty of matrl). Then the system searches for the allowed packaging for the material. Choose Material PK-415 for the packaging of the HUs.
Exit the Processing of Handling Units for Inbound Delivery screen using the F3 function key.
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Before you save the shipping notification, enter the putaway quantity of 1000 pieces on the Stock placement tab page. Then save the shipping notification and make a note of its number.
Shipping notification number: ________________________________
1-2 Post goods receipt to delivery.
Choose Inbound Delivery Change (VL32N) and confirm the shipping notification number.
Click the pushbutton Post goods receipt.
1-3 Display the inspection lot
Logistics Quality Management Quality Inspection Inspection Lot Processing Display (QA03)
Confirm the inspection lot number proposed. This takes you to a screen displaying all your data for the inspection lot.
Inspection lot number: ___________________
Amount of handling units: 5
1-4 Inspection completion with usage decision
SAP Menu Logistics Quality Management Quality Inspection Inspection Lot Usage Decision Record (QA11)
or
Inspection Lot Change (QA02) pushbutton Record usage decision.
Confirm the inspection lot number proposed. This takes you to a screen in which you can record the usage decision. Using the F4 help, choose Usage Decision Code A1 and save your data. Perform the stock posting for the handling units and confirm your entry.
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Contents:
Warehouse Management and QM
Transportation of the Sample to the Work Center
Goods Receipt Inspection
Usage Decisions and Transfer Postings
Transportation of the Sample to the Warehouse
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At the conclusion of this unit, you will be able to:
Warehouse Management and QM: Unit Objectives
Describe the process involved in the transportation and placement in storage of the inspection lot quantity and sample in the context of Warehouse Management.
Track how a sample is transported to the work center after the goods receipt posting, while the remainder of the inspection lot quantity is placed in storage.
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Warehouse Management and QM: Course Overview Diagram
Warehouse Management and QM 10
QM During Goods Movements 3
Control in Procurement 4
Procurement Documents 5
Quality Level and Usage Decision 7
Manufacturer Part Number 8
Handling Units and QM 9
QM at Goods Receipt 2
Course Overview 1
Quality Certificates at Goods Receipt 6
Appraisal Costs 11
Evaluations 12
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An inspection lot that manages the stock during the inspection is created at goods receipt. After the goods receipt posting, the sample quantity is to be transported to the work center. The remainder of the delivery quantity can already be placed in storage. Once the inspection has been completed, the stock is released on the basis of the usage decision and the sample quantity can also be placed in storage.
Warehouse Management and QM: Business Scenario
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Goods Receipt and Inventory Management
Quality Management Warehouse Management
Post quants in GR zone
Create inspection lot
QM
Goods receipt posting in inventory management
Inspection lot
WMQM
Depending on the inspection setup in the quality management view of the material master, an inspection lot can be created automatically at goods receipt posting. The inspection setup determines whether the inspection is to be performed on the basis of the specifications in the inspection plan and/or the material specification.
The sample size for the current inspection lot is determined in accordance with the specifications in the sampling procedures or on the basis of the inspection setup.
In warehouse management, the goods receipt inspection is processed using inventory management. The system creates a quant on the interface and, depending on the system settings, creates a transfer requirement in WM.
In SAP WM stock is managed in quants (definable quantities of a certain material) that are stored in the warehouse.
When a material is placed in storage in an empty storage bin in WM, the system creates a quant for this storage bin. This means that the system assigns a quant number, which is automatically deleted when the material quantity is removed from storage.
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10.6
SAP AG 2001
Storing Inspection Lots
Sample bin
??Inspection lot
remaining quantity:90 pieces
Sample:10 pieces
Material: A-100Quantity: 100 pcsStock category: Q
Goods receipt area
Physical storage area
Transferrequirement
If materials are being inspected, then the usage decision completes the inspection. The transfer requirements can be dealt with in different ways, depending on the initial situation. There are two possible scenarios: The usage decision has already been made in QM. The usage decision has not been made in QM.
If the usage decision has already been made, the putaway transfer requirements are handled as though QM is not involved. The transfer requirement does not contain an inspection lot number. When the transfer order for the transfer requirement is created, no dialog box appears.
If the usage decision has not been made, a dialog box appears when you are processing the transfer requirement. This dialog box contains the sample quantity calculated by QM. You now decide what you want to do with this sample quantity in WM: Option 1: The sample quantity remains in the goods receipt area and the remainder of the
inspection lot quantity is placed in storage. Option 2: The sample quantity is transferred to a sample storage bin and the remainder of the
inspection lot quantity is placed in storage. Option 3: The whole inspection lot stays in the goods receipt area.
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Option 1: Situation After Creating a Transfer Order
Material: A-100
90 pieces
Insp. lot: 2367Sample: 10 pcs
Insp. lot: 2367
Goods receipt area Physical storage area
Transfer order
Stock category: "Q"
Stock category:"Q"
The usage decision has not been made. When you create the transfer order to place the goods received into storage, a dialog box appears
which asks you to make a decision about how to handle the sample quantity. The entries required for this dialog box can be predefined in Customizing. If all of the required settings in Customizing (Logistics Execution > Warehouse Management > Interfaces > Define Quality Management) have been preassigned, these transport requirements can be processed using manual or automatic transfer order creation.
If the sample quantity stays in the GR area (option 1), the quantity that is placed in storage is reduced by the sample quantity. Transfer orders for placement in storage are created for the rest. A note appears in the inspection lot, telling you that the sample quantity has been kept in the GR area. In the transfer requirement, the sample quantity is maintained as an outstanding quantity. This outstanding transfer requirement quantity can only be processed further once the usage decision has been made.
Situation after placement in storage: 10 pieces are in the GR area, 90 pieces are in a particular storage type in the warehouse. The stock category "Q" and the inspection lot number are contained in all stocks.
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SAP AG 2001
Inspection Lot Determination
?
Inspection lot number2367
You can use a transaction in WM (Logistics - Logistics Execution - Internal Whse Processes - Bins and Stock - Display - Bin Stock per Material (LS24)) to find the exact coordinates of stock for a particular inspection lot in the warehouse. The processing status of the inspection lot is not relevant.
Important transactions for Warehouse Management and QM: Create transfer order: Logistics - Logistics Execution - Internal Whse Processes - Post Change -
Via Inventory Management - Transfer Order - Create - By Material Document (LT06) Create transfer order: Logistics - Logistics Execution - Internal Whse Processes - Stock Transfer
- Create Transfer Order - From Stock List (LT10) Confirm transfer order: Logistics - Logistics Execution - Internal Whse Processes - Stock
Transfer - Transfer Order - Confirm - Single Document - In One Step (LT12) Posting change notice: Logistics - Logistics Execution - Information System - Warehouse -
Posting Change Notice - Document Overview (LU04) Total stock per material (Warehouse Management): Logistics - Logistics Execution - Internal
Whse Processes - Bins and Stocks - Display - Total Stock per Material (Warehouse Management) (LS26)
Total stock per material (Inventory Management): Logistics - Logistics Execution - Internal Whse Processes - Bins and Stocks - Display - Total Stock per Material (Inventory Management) (MMBE)
WM Customizing: Logistics Execution - Warehouse Management
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Process a goods receipt for inspection stock using putaways in WM.
Find storage locations and stock categories of inspection lot partial quantities using the inspection lot number.
Change the stock category after the usage decision has been made.
You are now able to:
Warehouse Management and QM: Unit Summary
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10.10Warehouse Management and QM: Exercises
Unit: Warehouse Management and QM
Topic: Warehouse Management and QM
At the conclusion of these exercises, you will be able to:
Describe the transportation and placement in storage of the inspection lot quantity and the sample quantity in relation to warehouse management (WM).
You use Warehouse Management in your company. Before goods are free to be used, you perform a goods receipt inspection. The required quantity for the goods receipt inspection is to be transported to the work center. The remainder of the delivery quantity can already be placed in storage. After the GR inspection has been completed, the stock is to be released.
1-1 Goods Receipt for Purchase Order
Create a goods receipt in plant 1000 for the purchase order for the material T-QS6##. This is a material that requires a certificate. The required certificate is included with the goods so that you can confirm the certificate receipt along with the goods receipt.
Select your purchase order using the material T-QS6##.
Make a note of the material document number.
_____________________________________________________________
1-2 Inspection Lot at Goods Receipt and Stock Overview in WM
At GR posting, the inspection lot and a certificate data record were created. Make a note of the following inspection lot data:
Inspection lot number:___________________________________________
Sample size: __________________________________
Storage type: ________ Description: _________________
1-2-1 Stock Overview in Warehouse Management
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The storage location 0088 (MM) corresponds to the warehouse number 001 (central warehouse) in WM. Switch from the stock overview to the storage bin stock. Make a note of the following information for the storage bin:
Total stock in storage bin: ___________________________
Stock category: _______________________________
1-3 Transportation of the Sample to the Work Center
Due to the GR posting in materials management, there is now a transport requirement in WM. A transfer order is created for this transport requirement. You decide what you want to do with this sample quantity in WM:
Create a transfer order and ensure that the sample quantity is moved to the work center. The remainder of the lot quantity can already be placed in storage.
Use the following menu path to create the transfer order:Logistics Logistics Execution Internal Whse Processes Post Change Via Inventory Management Transfer Order Create For Material Document (LT06)
When you make a specific setting in Customizing, the transfer order is created automatically in the background.
Note the number of the transfer order:
_____________________________________________________
When the goods have arrived at the storage bin, you can confirm the transfer order.
Confirm your transfer order and then display the storage bin stocks.
Use the following menu path to confirm the transfer order:Logistics Logistics Execution Internal Whse Processes Post Change Via Inventory Management Transfer Order Confirm Single Document In One Step (LT12)
Storage bin stock in high rack storage area:________________________________
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Storage bin stock in quality assurance:________________________________
1-4 Inspection Lot Processing and Inspection Completion with Usage Decision
You found no defects when inspecting the sample. Therefore, you can now complete the inspection lot by making the usage decision and then post the complete inspection lot quantity to unrestricted-use stock.
Make a suitable usage decision (acceptance decision, stock posting) for your inspection lot.
1-4-1 Stock Overview After the Usage Decision
Display the stock overview for your material T-QS6## after inspection completion.
Where does the quantity posted in the usage decision appear?
Storage type: ____________________________________
Storage type name: ______________________________
1-5 Process Posting Change Notice
When the usage decision was made, the system generated a posting change notice for every item in the inspection lot, including the sample quantity in the work center and the remaining quantity in the high rack storage area. To complete this operation from the WM viewpoint, a transfer order is created and then confirmed.
Process the posting change notice for your material T-QS6## and then confirm the transfer order.
Use the following menu path to process the posting change notice:Logistics Logistics Execution Internal Whse Processes Post Change Via Inventory Management Transfer Order Create From List of Posting Change Notices (LU04)
The posting change notice is relevant to the warehouse number 001, central warehouse.
Create a transfer order for your material T-QS6## for the stocks in both storage types (type 001, high rack storage area; type 917, quality assurance). Note the number of the transfer order:
Transfer order:________________________
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After you have confirmed the transfer order, display the stock overview for your material T-QS6## again.
What has changed?
_____________________________________________________________
Where is the sample quantity now?
Storage type and name:________________________________________
1-6 Transfer of the Sample Quantity from the Work Center to the High Rack Storage Area
Create a transfer order to transport the sample quantity to the high rack storage area.
Use the following menu path to create the transfer order:Logistics Logistics Execution Internal Whse Processes Stock Transfer Create Transfer Order From Stock List (LT10)
Select the storage type 917 and execute the selection using F8.
Select the quantity to be transferred and choose the Stock transf. frgrnd icon.
Enter the following data in the dialog box:
Storage type: 001
Storage section: 001
Confirm immediately: Set indicator
If you choose the Stock transf bckgrnd icon, the transfer order is created and must be confirmed.
Display the stocks for your material T-QS6## again.
You can call up the stock overview for the material using MM or WM.
Stock overview in WM: Logistics Logistics Execution Internal Whse Processes Bins and Stock Display
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Total Stock per Material (Warehouse Management) (LS26)
Stock overview in WM: Logistics Logistics Execution Internal Whse Processes Bins and Stock Display Bin Stock Per Material (LS24)
Stock overview in MM: Logistics Logistics Execution Internal Whse Processes Bins and Stock Display Total Stock per Material (Inventory Management) (MMBE)
You have now learned how Warehouse Management and Quality Management interact. By making specific settings in Customizing, certain processes can be automated. Settings for WM Customizing: Logistics Execution Warehouse Management
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10.11 Warehouse Management and QM: Solutions
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Unit: Warehouse Management and QM
Topic: Warehouse Management and QM
1-1 Goods Receipt for Purchase OrderLogistics Materials Management Inventory Management Goods Movement Goods Receipt For Purchase Order PO Number Known (MIGO)
Use the F4 input help Purchasing Documents for Material and enter the material T-QS6## and the plant 1000 as selection criteria. Choose Enter. To select the purchase order, you can also use the pushbutton Search for PO (binoculars).
The system displays a list of all purchasing documents that correspond to the selection criteria. Confirm the selection. The screen where you post the goods receipt for the purchase order appears again.
Confirm your entries. You then set the indicator Item OK for the item and thereby confirm the receipt of the goods. Choose the PO data tab page, confirm the receipt of the certificate and save your data.
Make a note of the material document number.
__________________________________________________
1-2 Inspection Lot at Goods Receipt and Stock Overview in WM
Logistics Quality Management Quality Inspection Inspection Lot Processing Display (QA03)
Inspection lot number:___________________________________
Sample size: 80 PC
Storage type: 902 Name: GR Area External Rcpts
1-2-1 Stock Overview in Warehouse Management
Switch from the inspection lot data record to the stock overview of the material T-QS6## using the Stock pushbutton. Select the storage location 0088, central warehouse WM and then choose Environment -> WM stocks in the menu. Select the storage location and choose the pushbutton Bin stock. Note the total stock in the storage bin.
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Total stock in storage bin: 1000 PC
To display the stock category, click on the total stock. A screen appears, where you can see that the stock category is Q (warehouse stock in quality inspection).
1-3 Transportation of the Sample to the Work Center
Logistics Logistics Execution Internal Whse Processes Post Change Via Inventory Management Transfer Order Create By Material Document (LT06)
Enter the material document number and confirm your entries. This takes you to the screen for creating a transfer order. Set the Transfer qty to insp.bin radiobutton, confirm your entry, save your data and note the number of the transfer order.
Logistics Logistics Execution Internal Whse Processes Post Change Via Inventory Management Transfer Order Confirm Single Document In One Step (LT12)
Confirm the data on the initial screen, select the items to be confirmed and choose the Confirm internally pushbutton. Save your data.
Display your inspection lot again and note the storage bin stocks(Stock pushbutton, -> Storage location 0088 -> Environment WM stocks).
Storage bin stock in High-rack storage area: 920 PC
Storage bin stock in Quality Assurance: 80 PC
1-4 Inspection Lot Processing and Inspection Completion with Usage Decision
Logistics Quality Management Quality Inspection Inspection Lot Usage Decision Record (QA11)
Confirm the inspection lot number. The screen for recording the usage decision appears. Using the F4 help, choose Usage Decision Code A1 and save your data.
On the screen that appears, post the total inspection lot quantity to unrestricted use stock and confirm your entries.
1-4-1 Stock Overview After the Usage Decision
Logistics Materials Management Inventory Management Environment Stock Stock Overview (MMBE)
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Enter the material T-QS6## and plant 1000 as selection criteria and choose Execute. Select the storage location 0088 and choose Environment WM stocks.
Storage type: 922Storage type name: Posting Change Area
1-5 Process Posting Change Notice
Logistics Logistics Execution Internal Whse Processes Post Change Via Inventory Management Transfer Order Create From List of Posting Change Notices (LU04)
Enter the material number T-QS6## and confirm your entries. A screen appears in which all posting change notices that are outstanding for the material are displayed
Select the posting change notice you require and choose the Create trans.order pushbutton . Select the stocks in all storage types and save your data. Note the number of the transfer order:
Transfer order:________________________
Logistics Logistics Execution Internal Whse Processes Post Change Via Inventory Management Transfer Order Confirm Single Document In One Step (LT12)
Save the transfer order.
Go into the stock overview again.
Stock category: Available stock (High-rack storage area 920 pieces and Quality Assurance 80 pieces)
Storage type and name of the sample quantity: 917 Quality Assurance
1-6 Transfer of the Sample Quantity from the Work Center to the High Rack Storage Area
Logistics Logistics Execution Internal Whse Processes Stock Transfer Create Transfer Order From Stock List (LT10)
Select the storage type 917 and execute the selection for your material T-QS6## using F8.Select the quantity to be transferred and choose the Stock transf. frgrd icon. Enter the following data in the dialog box and confirm your entries:
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Storage type: 001Storage section: 001
Set the indicator Confirm immed.
Access the stock overview again: Logistics Logistics Execution Internal Whse Processes Bins and Stock Display Total Stock per Material (Warehouse Management) (LS26)
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Appraisal Costs
Contents:
General - Individual QM Order
Planning of a QM Order
Activity Confirmation
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At the conclusion of this unit, you will be able to:
Appraisal Costs: Unit Objectives
Create a QM order for a material
Confirm activity times in inspection lot processing
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Appraisal Costs: Course Overview Diagram
Appraisal Costs 11
QM During Goods Movements 3
Control in Procurement 4
Procurement Documents 5
Quality Level and Usage Decision 7
Manufacturer Part Number 8
Handling Units and QM 9
Warehouse Management and QM 10
Course Overview 1
Quality Certificates at Goods Receipt 6
QM at Goods Receipt 2
Evaluations 12
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Appraisal Costs: Business Scenario
Our financial group wants to analyze the cost of quality inspections.
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General QM order
1 QM order
Inspection lotInspection
lotInspection
lot
Individual QM order
1 QM orderInspection
lot
31/01 28/02 31/03 ...
Periodic settlement
23.01.
Individual settlement
Manual creationAutomatic creationat lot creation
Account assignment rulein original documentfor e.g. cost center,
customer order,...
QM Order
Activity confirmation can either take place after results recording or when the usage decision is made.
If an inspection is triggered by an order (for example, a production order), the activity confirmation is carried out using the corresponding order confirmation function.
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SAP AG 2003
Cost center
Work center
Activity types- Person- Machine
.
.
.
PriceFixed 60 EUR Variable 20 EUR
Operationcontrol key
- Costing- Insp. characteristics- Confirmation
Default values, for e.g. personnel time "required"
Planning
The work center is assigned to the operation in the task list. The operation control key determines what business processes are relevant for an operation in the
task list (for example, inspection characteristics, confirmations).
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A
MaterialMaterial
Work center
Operation 10
Operation 20
Material
Header
Inspection characteristics
Production resources/tools
Task List Structure
You must work with task lists when confirming activities for a goods receipt inspection, because the required work center is assigned to the task list at operation level and the link to Controlling is created.
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MaterialInspection type Account assignment rule in
inspection lot
Individual account assignment
QM Order Assign accounts to
Plant
Material class
Inspection typeMaterials
New
Copy QM Order
Cost centerCO internal order
QM Orders for Material
You can use quality management to create and assign QM orders to materials. The number of the assigned QM order is written in the inspection type in the inspection setup of the
material. An individual QM order is created for the inspection lot if the document for inspection lot creation
contains account assignment information. This applies for goods receipts for orders with account assignment. The account assignment object, for example, the cost center, is copied to the settlement rule of the individual QM order.
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Activity recording for each operation
Activity typesfrom task list
Setup time
ConfirmedTo be confirmed
Machine time
Personnel time
. . .
. . .
. . .
. . .
. . .
. . .
mins
mins
mins
Activity Costs=
Time * Rate
Check
AM ERIC ANDOLL AR
AM ERIC ANDOLL AR
QM order
12
9
6
3
11 1
7 58 4
210
Inspection lot- Operation
Activity Confirmation
There is a user exit to assign default values for the confirmation times.
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SAP AG 2003
Appraisal Costs: Unit Summary
You are now able to:
Collect appraisal costs in a QM order
Collect the appraisal costs incurred for one inspection lot in an single QM order
Settle the QM order in Controlling
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11.11Appraisal Costs: Exercises
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Unit: Appraisal Costs
Topic: Cost Collection for Inspection Lots using QM Orders
At the conclusion of these exercises, you will be able to:
Prepare a material for cost recording and confirm activities
Most purchasing organizations want to record the costs caused by material inspections.
1-1 Create a QM Order Logistics Quality Management Quality Inspection Costs Order Assignment Create (QK01)
1-1-1 Create a QM order (order type QL01) and assign it to your material. Use the following data:
Plant 1000
Inspection type 01
Material T-BQ1##
Controlling area 1000
Cost center 1000
Business area 1000
Profit center 1200
1-1-2 Make a note of the QM order number.QM order: ____________________
1-2 Post a Goods ReceiptPost a goods receipt for your purchase order from exercise 1.12, Control in Procurement. The vendor only delivered 1000 pieces. Post the partial delivery.
You can also create a new purchase order for material T-BQ1## and vendor TPLM415-## and then post the goods receipt.
1-3 Record the ResultsRecord all results for your inspection lot.For which operations can you record activity times?Operations: ________________________________________
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1-4 Record the Usage DecisionIn the transaction Record Usage Decision, choose Extras Costs Cost report QM order. Display the cost report for the QM order.Make the appropriate usage decision. You can also call up the cost report as follows: Accounting Controlling Internal Orders Information System Reports for Internal Orders Line Items Orders: Actual Line Items Enter the order number and choose Execute This report will display all the line items and the corresponding costs.
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11.12 Appraisal Costs: Solutions
Unit: Appraisal Costs
Topic: Cost Collection for Inspection Lots using QM Orders
1-1 Create a QM Order
Logistics Quality Management Quality Inspection Costs Order Assignment Create (QK01)
or
Logistics Materials Management Material Master Environment QM Maintenance Functions Assign Appraisal Costs (QK01)
Enter the data below, and choose Execute.
1-1-1 Create a QM order and assign it to your material. Use the following data:
Plant 1000
Inspection type 01
Material T-BQ1##
Controlling area 1000
Cost center 1000
Business area 1000
Profit center 1200
1-1-2 Make a note of the QM order number. There are two ways to display the order number.First menu path:
Logistics Materials Management Material Master Material Display Display Current (MM03)
Enter the material, and choose the QM view and correct plant. Choose Insp. setup and examine the display for inspection type 01. The order number is displayed in the lower right hand corner.
Second menu path:
Logistics Quality Management Quality Inspection Costs Order Assignment Display (QK02)
Enter the material, plant, and inspection type, and choose Execute.
Order number: ____________________________________
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1-2 Post a Goods Receipt
Logistics Materials Management Inventory Management Goods Movement Goods Receipt For Purchase Order PO Number Known (MIGO)
Post a goods receipt for your purchase order from exercise 1.12, Control in Procurement. The vendor only delivered 1000 pieces. Post the partial delivery.
1-3 Record Results
Record the results for your inspection lot.
Logistics Quality Management Quality Inspection Inspection Result For Operation Record (QE01)
For which operations can you record activity times?
Operations 20 and 30.
1-4 Record the Usage Decision
Logistics Quality Management Quality Inspection Inspection Lot Usage Decision Record (QA11)
Display the confirmed activities in the transaction Record Usage Decision. Display the cost report for the QM order.
Extras Costs Cost report QM order
Make the appropriate usage decision.
To display detailed information about the cost report, choose:
Accounting Controlling Internal Orders Information System Reports for Internal Orders Line Items Orders: Actual Line Items (KOB1)
Enter the controlling area and order number, and choose Execute. This report will display all the line items and the corresponding costs.
You can also display the activity confirmation for an inspection lot using the following menu path: Logistics Quality Management Quality Inspection Costs Display Activity Confirmation for Insp. Lot (QK05)
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12
SAP AG 2001
Evaluations
Contents:
Vendor Evaluation
Quality Score
QMIS - Quality Management Information System
SAP Business Information Warehouse (BW)
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At the conclusion of this unit, you will be able to:
Evaluations: Unit Objectives
Perform a vendor evaluation
Calculate quality scores
Call up information from QMIS and SAP BW
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12.3
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Evaluations: Course Overview Diagram
Evaluations 12
QM During Goods Movements 3
Control in Procurement 4
Procurement Documents 5
Quality Level and Usage Decision 7
Manufacturer Part Number 8
Handling Units and QM 9
Warehouse Management and QM 10
Course Overview 1
Quality Certificates at Goods Receipt 6
Appraisal Costs 11
QM at Goods Receipt 2
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12.4
SAP AG 2001
Evaluations: Business Scenario
Vendor activities should be monitored in our company. The quality scores for inspection lots are part of the evaluation criteria.
We need a monthly report of goods received and the data from the quality inspection. We want to be able to see the number of lots created, skipped, and inspected.
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12.5
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VENDOR
EVALUATION
Price levelPrice level1
OtherOther
1
2
3
1
2
3
1
Price30%
Quality40%
Delivery20%
A Determined automatically
Service10%
Main criteria Weighting
Price behaviorPrice behavior2
Subcriteria Weighting
A
A
A GR inspection
Complaint
Audit
OtherOther
On-time reliability
Quantity reliability
Shipping instructions
OtherOther
Technology
OtherOther
%
%
%
%
%
%%%
%
%
%
%%%
%
%%%
A
A
A
A
A
A
%%%
Vendor Evaluation Key Figures
The scores for the main criteria and subcriteria give a more exact overview of the individual vendor activities than the overall score.
The vendor's scores for individual criteria can be of differing importance to different companies. The different weightings assigned to each activity allow for this.
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Quality Score
Quality score
Basis:Inspection
lots
Basis:Inspection lot
Goods receipt
Audit score
Basis:Audit
lots
Basis:Notifications
Complaint
The three delivered subcriteria for the main criterion quality are: Goods receipt lots Audit lots Defects/notifications
An average is calculated from the key figures for these subcriteria. Customer-specific, manual criteria can also be determined.
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Inspection Lots for Vendor Evaluation
Completedinspection lots
Canceled inspection lots
Inspection lots -origin 01
Vendor evaluation:Inspection lots
Completed inspection lots and lots that have not been canceled are used for the vendor evaluation. These inspection lots are of origin 01.
The score for the subcriterion GR inspection is the average quality score for all lots taken into consideration.
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SAP AG 2001
Relevant Quality Notifications for Vendor Evaluation
Complete notification
Caused internally
Caused externally
Vendor Evaluation:Notifications
Origin 'Q2':Complaint against the vendor
Only completed notifications with notification origin Q2 and the indicator "Caused externally" are taken into consideration.
The indicator "Caused internally/externally" is set when you complete the notification.
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SAP AG 2001
Calculating the Quality Score
No quality notificationsNo quality
notifications
RhodesBus. volume/
year1,000,000 - €
Costs for each
quality notification
500 - €
"Acceptable expense"
Share of bus. volume
0.1 (100,000 - €)
1,000,000- $ x 0.1 - (10 x 500 - $)1,000,000- $ x 0.1
= 0.95 x 100= 95%
Vendor Rhodes, material A
Damaged delivery
Nonconformity costs> 0.1 x business volumeNonconformity costs
> 0.1 x business volume10 quality notifs
Material A10 quality notifs
Material A
Max. quality score
Max. quality score
Min. quality score
Min. quality score
95% of 99 packets = 94 94 packets + 1 packet
Score for complaint against Rhodes
1 pckts
95 pckts
100 pckts
If no complaint notification was entered and the subcriterion is active, the result is a score of '100'.
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Audit Lots for Vendor Evaluation
Completedaudit inspection lots
Average ofaudit lots
Vendor Evaluation:Audit lots
Last audit lot
Inspection lots - origin 07
OR
Completed inspection lots and lots that have not been canceled for the vendor are used to calculate the audit score. These inspection lots are of origin 07.
You can use Customizing to control whether the average of all lots or only the last audit lot is used to determine the score.
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SAP AG 2001
Evaluations in QMIS
Standard and user-defined
analyses
Information structures
(summarized data)Original data
Early Warning System
Reports
Flexible analyses
QMIS
ABAP
Report writer LIS
"What quality data can I display?"
Based on the data held in the standard information structures, various methods for analysis are offered in the QM Information System.
The standard analyses offer a tool for presenting and analyzing statistical data. SAP supplies standard analyses, which are delivered with standard settings (for example, the
drilldown). However, it is easy to adapt them to suit your requirements. You can also define individual views for the data in the QM Information System using flexible
analyses and create your own key figures.
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12.12
SAP AG 2001
Characteristics Key figuresCharacteristics Key figures157 005
398
Time frame:All data from...
to...
Time frame:All data from...
to...
VendorMaterialMonthInspection typeQuality scoresPlant
No. of lots ...Quantity ...Rate ...
Building Information Structures
The information structures provide the data on which the information system is based. The information system is made up of special statistical tables, in which data from the operative applications is continuously updated in summarized form.
Within an information structure, there are three basic information types:Characteristics, which are used as summarization criteria without time reference; for example, inspection type, vendor, material and so on.Time periods, which provide the time reference. Already at data update, data is cumulated or compressed for each time period.Key figures, which present important statistical information for an organization, such as the "mean value for the quality score", "total number of lots", "quantity of blocked stock", or the "rate of skipped lots".
From a technical viewpoint, characteristics and time periods represent the main sort keys in databases.
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Early Warning System
"Which delivered materials caused the most problems in May?"
Information structures
(summarized data)
Material Total notifications
1
Sum
MR-675
S5-123
MR-677
TK3-MMR
TK3-SMS
S6-275
3
8
2
12
1
36
Vendor: Rhodes Inc.
List: Materials/vendors
Lines highlighted in red show exceptions
During an exception analysis, you can use the Early Warning System to display a defined exception. The exception analysis acts like a filter (only exceptions are displayed). Exceptions can be displayed in a certain color.
The Early Warning System is based on the characteristics and key figures for the QM Information System. This allows a decision-oriented selection and inspection of weak points in logistics.
The Early Warning System enables you to find exceptions and recognize defects early.
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SAP Business Information Warehouse (BW)
Business Explorer Browser
Online Analytical Processing System(OLAP)
Online Transaction Processing System(OLTP)
InfoCubes
Source systems
Notifs
R/3
Extraction
Formatting
Presentation
Workbooks/queries
BW
Inspection lots
Inspection characs
Defect items
The SAP Business Information Warehouse (BW) is a data warehouse that contains consolidated information from internal and external sources.
SAP BW is delivered with information models, reports, and tools for the automatic extraction or loading of data.
The main elements in SAP BW are: SAP R/3 extractors Staging engine OLAP engine Administrator Workbench Business Explorer
Data extraction occurs periodically or "on demand". SAP BW training courses: BW205 (Business Information Warehouse Analysis), BW210 (BW
System Configuration), BW220 (SAP OLTP Extraction).
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Comparison of Evaluations
Original documents QMIS SAP BW
Up-to-dateness
Area evaluations
Level of detail
Visual presentation
Concern evaluationsWorklist, to do
+
+
-
+ -
-
+
Advantages and disadvantages of the evaluation options: Original documents:
Cover a large volume of data and performance is impaired by extensive evaluationsAfter reorganization, the data cannot be directly accessed. The evaluation of archive tapes places a great demand on resources.
QMISApplication-specific functions (this means, only QM-relevant data is evaluated).Original documents can be displayed.Analyses of exceptions can be performed.
SAP BWCross-application functions (this means, data from different areas and systems can be evaluated).Tool for employees at management level.BW evaluations are like reports with a variable time reference: Month, week, quarter and so on.
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Evaluations: Unit Summary
You are now able to:
Recognise that one of the main criteria in the vendor evaluation is "quality". Subcriteria for “quality” include the "goods receipt inspection", "audit", and "complaint", which are given scores individually.
Explain that the Quality Management Information System (QMIS) forms part of the Logistics Information System (LIS).
Show that data from inspection processing is updated in QMIS when the characteristic is completed and the usage decision is made.
Recognise that data from notification processing and/or defects recording is updated every time you save.
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12.17 Evaluations: Exercises
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Unit: Evaluations
Topic: Vendor Evaluation and Quality Management Information System (QMIS)
At the conclusion of these exercises, you will be able to:
Evaluate a vendor
Perform evaluations in QMIS
Vendor activities are determined based on the scores for price, quality, delivery, and service. Additional information in supplied in the Quality Management Information System based on the quality inspections and notifications.
1-1 Vendor Evaluation
Perform a vendor evaluation for your vendor TPLM415-##. The vendor is assigned to purchasing organization 1000. The main criteria should be equally weighted.
Check the subcriteria for the criterion Quality.
1-2 Time Series Representation for Quality Scores
Call up the time series representation of the quality scores for inspection lots. Use your material and vendor to limit the selection.
1-3 Quality Management Information System
Perform an evaluation for the vendors TPLM415-00 to TPLM415-30. Choose the lot-based overview.
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12.18 Evaluations: Solutions
Unit: Evaluations
Topic: Vendor Evaluation and Quality Management Information System (QMIS)
1-1 Vendor Evaluation
Perform a vendor evaluation for your vendor TPLM415-##. The vendor is assigned to purchasing organization 1000. The main criteria should be equally weighted.
Logistics Materials Management Purchasing Master Data Vendor Evaluation Maintain (ME61)
Enter the purchasing organization and vendor, and choose Continue.
Choose a weighting key with equal weighting.
Double-click on each evaluation criterion. Within each criterion, select the button Auto.new eval./Mcrit.
Examine the main criterion Quality. Check the subcriteria.
When you have updated all the criteria, save the evaluation.
or
Logistics Materials Management Purchasing Master Data Vendor Evaluation Automatic New Evaluation (ME63)
1-2 Time Series Representation for Quality Scores
Call up the time series representation of the quality scores for inspection lots. Use your material and vendor to limit the selection.
Logistics Quality Management Quality Control Key Figures Vendor Inspection Lots Quality Scores (MCVE)
Enter the vendor number and, if necessary, a material, and choose Execute.
Position the cursor on a key figure and choose View Time series.
1-3 Quality Management Information System
Perform an evaluation for the vendors TPLM415-00 to TPLM415-30. Choose the lot-based overview.
Information Systems Logistics Quality Management Key Figures Vendor Inspection Lots Quality Scores (MCVE)
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or
Logistics Quality Management Quality Control Key Figures Vendor Inspection Lots Quality Scores (MCVE)
or
Information Systems Logistics Quality Management Key Figures Vendor Inspection Characteristics General (MCVB)
or
Logistics Quality Management Quality Control Key Figures Vendor Inspection Characteristics General (MCVB)
Enter the material and delivery period, and choose Execute.
Choose the relevant view.
You can also call up additional variants:
Logistics Quality Management Key Figures Vendor Inspection Lots Overview (MCVA)
or
Logistics Quality Management Quality Control Key Figures Vendor Inspection Lots Overview (MCVA)
Enter the material or vendor, and choose Execute.
Choose the relevant view.
The data is displayed differently in each of these views and for the other selection options. Each display variant can be adapted to suit the user.
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