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End User Manual Quality Management


END USER MANUAL - QM

Document Control

Document Name: End User Manual for Quality Management


Team: QM
Status: In Progress
Last Updated:

Revisions

Revision Date Revised By Section Revised


#
1.0 10.09.08

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CONTENTS

1 SAP Logon & Instructions manual .................................................................................................................. 5


1.1 SAP Logon Pad .................................................................................................................................. 5
1.2 How to change Password? ............................................................................................................... 7
1.3 SAP Window ....................................................................................................................................... 8
1.4 Standard Tool Bar .............................................................................................................................. 8
1.5 SAP Menu Bar .................................................................................................................................. 10
1.6 Application Toolbar ......................................................................................................................... 11
1.7 Status Bar ......................................................................................................................................... 11
1.8 Instructions Manual ......................................................................................................................... 12
1.9 Search Functionality ........................................................................................................................ 13
2 Introduction to SAP Quality Management .....................................................................................................16
3 Quality Planning ...............................................................................................................................................16
3.1 Logistics Master Data ...................................................................................................................... 17
3.1.1 Create Material ........................................................................................................................ 17
3.1.2 Change Material Master ......................................................................................................... 22
3.1.3 Display Material Master.......................................................................................................... 24
3.1.4 Create Quality Info Record .................................................................................................... 25
3.1.5 Change Quality Info Record .................................................................................................. 28
3.1.6 Display Quality Info Record ................................................................................................... 29
3.2 Basic Data......................................................................................................................................... 31
3.2.1 Edit Code Group ..................................................................................................................... 31
3.2.2 Display Code Group ............................................................................................................... 33
3.2.3 Edit Selected Set .................................................................................................................... 34
3.2.4 Display Selected Set .............................................................................................................. 37
3.2.5 Create Inspection Characteristics ......................................................................................... 38
3.2.6 Change Inspection Characteristics ....................................................................................... 44
3.2.7 Display Inspection Characteristics ....................................................................................... 45
3.2.8 Create Inspection Method ...................................................................................................... 47
3.2.9 Change Inspection Method .................................................................................................... 49
3.2.10 Display Inspection Method .................................................................................................... 50
3.2.11 Create Sampling Procedure................................................................................................... 51
3.2.12 Change Sampling Procedure................................................................................................. 54
3.2.13 Display Sampling Procedure ................................................................................................. 55
3.2.14 Create Inspection Plan ........................................................................................................... 57
3.2.15 Change Inspection Plan ......................................................................................................... 62
3.2.16 Display Inspection Plan ......................................................................................................... 63
4 Quality Inspection ............................................................................................................................................65
4.1 Inspection Lot .................................................................................................................................. 65
4.1.1 Create Inspection Lot (Manually) .......................................................................................... 65
4.1.2 Change Inspection lot ............................................................................................................ 68
4.1.3 Display Inspection lot ............................................................................................................ 69
4.1.4 Cancel Inspection lot ............................................................................................................. 70
4.2 Worklist ............................................................................................................................................. 73
4.2.1 Trigger Manually (Source Inspection) .................................................................................. 73
4.2.2 Change Inspection data ......................................................................................................... 75
5 Quality Notification ..........................................................................................................................................85
5.1 Notification with the reference of the inspection lot ..................................................................... 85
5.2 Manually............................................................................................................................................ 91
5.2.1 Create Quality Notification..................................................................................................... 91
5.2.2 Change Quality Notification................................................................................................... 94
5.2.3 Display Quality Notification ................................................................................................... 95
5.2.4 Worklist To Change Quality Notification .............................................................................. 97
6 QM Information System .................................................................................................................................103
6.1 Quality Control ............................................................................................................................... 103

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Introduction

The SAP Quality Management User Manual has been designed with the objective of facilitating users
of the SAP system to perform their transactions. It contains a step by step guide for each transaction.

The manual has been structured according to sub-modules in the SAP for convenience of association
with the system itself. The first section is devoted to SAP login and Navigation, while the rest of the
document contains Master Data, Transaction and Reports in various sections (sub-modules).

This is the first release of the document and subsequent updates to this document should be made
upon introduction of new business processes or other requirements.

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1 SAP Logon & Instructions manual

1.1 SAP Logon Pad


You need the SAP GUI to log on to and to use the SAP systems. Your system administrator will install
the SAP GUI on your machine, after that you can customize it and start performing your daily tasks.

Double Click on the SAP Icon placed in your desktop.

After you start SAP Logon you get the SAP Logon main window with the title SAP Logon 640 as
follows:

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Double Click on the HWI DEV. The following screen will appear.

Input the following parameters

Client: 501
User: H****** (Your unique User ID)
Password: ********* (Youre Unique Password)
Language: EN

Press Enter

Your Password is a confidential identity of yours. Input correct password. 3 repeated wrong
input will block your User ID for further use. Incase your User ID is block; you should contact your
system administrator to re initialize your password.

After inputting your correct credentials you will reach SAP easy access menu as displayed below.

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1.2 How to change Password?

Click to the tab to change the password. If it is an initial password, system will
automatically prompt for new password. The following screen will appear.

Input your new password and repeat the same in the Repeat Password.

Press Enter . Your password will be changed.

You can NOT use the last 5 password that you have set previously.

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SAP Menu Bar


1.3 SAP Window

Standard Tool Bar

Application Tool Bar

SAP Navigation

1.4 Standard Tool Bar

The standard toolbar contains buttons for performing common actions such as Save and Enter.

The functions assigned to the standard toolbar are listed below:

Button Name Function

Enter Confirms the data you have selected or


entered on the screen. Same function as the
Enter key. Does not save your work.

Command field Allows you to enter commands, such as


transaction codes.

Save Saves your work. Same function as Save in


the Edit menu.

Back Returns you to the previous screen without


saving your data. If there are required fields
on the screen, these fields must be completed
first.

Exit Exits the current function without saving.

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Returns you to the initial screen or main menu


screen.

Cancel Exits the current task without saving. Same


function as Cancel in the Edit menu.

Print Prints data from the current screen.

Find Searches for data required in the current


screen.

Find next Performs an extended search for data


required in the current screen.

First page Scrolls to the first page. Same function as the


CTRL + Page Up keys.

Previous page Scrolls to the previous page. Same function


as the Page Up key.

Next page Scrolls to the next page. Same function as the


Page Down key.

Last page Scrolls to the last page. Same function as the


CTRL + Page Up key.

Create session Creates a new SAP session. Same function


as Create session in the System menu.

Create shortcut Allows you to create a desktop shortcut to any


SAP report, transaction, or task if you are
working with a Windows 32-bit operating
system.

F1 Help Provides help on the field where the cursor is


positioned.

Layout menu Allows you to customize the display options.

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1.5 SAP Menu Bar

Use

Menus allow you to find a specific transaction when you do not know the transaction code. The menu
is organized according to the task you are performing in the SAP system.

Features

The menu bar is situated horizontally at the very top of the screen. Menus drop down, that is, when
you choose a menu item, further options appear.

The following menus are standard on every SAP screen:


Menu Description
System Contains functions, such as Create session,
User profile, and Log off, which affect the
system in general.
Help Provides various forms of online help.

The following menus are standard in most SAP applications:


Menu Description
Object Usually named after the object you are
currently working with, for example, Material.
Contains functions, such as Display, Change,
Print, and Exit, which affect the object in
general.
Edit Allows you to edit components of the current
object. Common functions include Select, Edit
and Copy. The Cancel option allows you to
leave a task without saving the data you have
entered.
Go to Allows you to move directly to other screens of
the current task. Also contains the Back option,
which takes you back one level in the system
hierarchy. Before going back, the system
checks the data you have entered on the
current screen and displays a dialog box, if it
detects a problem.

The following menus may also appear:


Menu Description
Extras Contains additional functions, which you do not
need regularly, but you can choose, to work
with the current object or an object component.

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Environment Contains functions that display additional


information about the current object.
View Allows you to display the current object in
different views, for example, switching between
a single-line and double-line display of a table.
Settings Allows you to set user-specific transaction
parameters.
Utilities Allows you to do object-independent
processing, such as deleting, copying, and
printing functions.

1.6 Application Toolbar

Use

Title Bar

The title bar is situated horizontally below the system function bar.
The title bar contains the name of the SAP application currently being displayed, for example, SAP
Easy Access ABAP Workbench.
When a SAP GUI window is inactive (the window is not the focus of the mouse/keyboard), the title
appears at the top in place of the menu bar, which is hidden. When the SAP GUI title is active the
application menu is displayed.

Application Bar

The application bar is located below the title bar. The application bar contains icons relevant to the
specific application.

1.7 Status Bar

Use

The status bar provides general information on the SAP System and transaction or task you are
working on. At the left of the status bar, system messages are displayed. The right end of the status
bar contains three fields: one with server information, the other two with status information.

Features

The status fields, shown below, are described from left to right:

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At the far left,

o Identifies error messages.


o Identifies other system messages.

To hide (or display) the status fields, choose to their left (or right, respectively).
To display the following system information, choose in the first status field:

o System
o Client
o User
o Program
o Transaction
o Response time

1.8 Instructions Manual

This user manual has been prepared to assist the user in running transactions in SAP for business
processes. Following symbols have been used frequently in this document to highlight various points:

Sub-Module This symbol has been used to represent


different sub-modules of accounting

Topic This symbol has been used whenever a new


topic related to a sub-module has been
discussed in the document.

Activity This symbol represents that an activity needs


to be carried out in SAP.

Remark This symbol has been used in the document to


show the points of attention / special remarks

R Required Field This symbol means that the relevant field has
to be filled-in, for all cases.

C Conditional This symbol means that the field shall be filled


in only in few cases.

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O Optional This symbol means that the relevant field is


optional for user input.

Please note that there are various fields in SAP screens and the screen shots in this manual,
which have not been discussed in this manual. As these fields are not to be used in HWIPL, hence
are not required to be filled in by the user.

1.9 Search Functionality

There are several fields, in which you will have the search option. Search Option (F4 Help) is
displayed in the symbol like

By clicking this, you can search the desired record from selectable list. An example is shown here,
how to select a Material Code.

Now press F4 ( ) in the marked Box (which is Material) to search the Required Material code. This
screen will appear.

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Now provide the Keywords for the Search Item in the Text or Description Section and put * at the
begin and end of the string. Now Press Enter. Like the following,

The symbol *Bearing* means it can start and end with any word or letter, but should contain
minimum word or letters like Bearing. Now Press Enter.

The List will appear with the word Bearing.

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Double click on a particular line to select the Data.

There are multiple way of search is available in the search option,

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2 Introduction to SAP Quality Management


The R/3 System consists of a number of modules in Logistics. These are:
Materials Management
Sales and distribution
Logistics Execution
Production
Production Process
Plant Maintenance
Customer Service
Quality Management
Projects System
Agency Business
Central Functions

The integration allows the various departments and units of an enterprise to share and maintain the
same information.

The Quality Management (QM) module is fully integrated with the other modules of the SAP System.
It supports all the phases of Inspection, results recording and making decision and is well integrated
with other Logistics module like Material Management, Sales & Distribution and Production etc. It is
divided into several sub-modules.

3 Quality Planning
Quality Planning Module consists of the various master data required to carry out the transactions in
Quality Management Module. There are three sections in Quality Planning to complete the Master
data. These are as follows:

INSPECTION PLANNING
BASIC DATA
LOGISTICS MASTER DATA

Each of these sections contain following relevant master data to carry out Quality Module
Transactions:

LOGISTICS MASTER DATA


MATERIAL CHANGE / DISPLAY
QUALITY INFO RECORD CREATE/ CHANGE / DISPLAY

BASIC DATA
CODE GROUP EDIT/ DISPLAY
SELECTED SET EDIT/ DISPLAY
INSPECTION CHARACTERISTICS CREATE/ CHANGE / DISPLAY
INSPECTION METHOD CREATE/ CHANGE / DISPLAY
SAMPLING PROCEDURE CREATE/ CHANGE / DISPLAY

INSPECTION PLANNING
INSPECTION PLAN CREATE/ CHANGE / DISPLAY

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3.1 Logistics Master Data

3.1.1 Create Material

SAP R/3 menu Quality Management->Quality Planning->Logistics Master Data ->


Material -> Create
Transaction code MM01

Step 1.

Go to the Menu path as shown in the figure below and Press Enter

(Press Enter and you get as below)

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Step 2.

Enter the following

Field name Description R/O/ User action and values Comment


C
Material Code Code for Material R Select using F4

Press Enter

The Industry sector and the Material type will get selected automatically.

Click on the tab and the following screen appears.

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Step 3.

Select the Quality Management View and press .

The following screen appears

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Step 4.

Enter the following

Field name Description R/O/ User action and values Comment


C
Plant Code Code for Plant R Select using F4
(For HWIPLKOL it
should be either 31, 32
or 33)

Press Enter

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Step 5.

Enter the following

Field name Description R/O/ User action and values Comment


C
QM proc. active QM procurement R Tick the Box
activation
QM control key Code for the QM control R Select from F4
key {Enter 0000 for Final
Inspection(Trial Run)
and 0001 for Source
Inspection}

Click the tab and the following screen appears.

Step 6.

Select the Inspection types tab .

Enter the following

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Field name Description R/O/ User action and values Comment


C
Insp. Type Inspection Type R Select from the F4
(Select Z0101 for
source inspection and
Z01 for final inspection)
PreferredIns Typ Preferred Inspection R Tick the Box
type
Active Active R Tick the Box

Then press and to save the Material Master Record, Press

The material master gets extended.

3.1.2 Change Material Master

SAP R/3 menu Quality Management->Quality Planning->Logistics Master Data ->


Material -> Change
Transaction code MM02

Step 1.

Go to the Menu path as shown in the figure below and Press Enter

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(Press Enter and you get as below)

Step 2.

Enter the material code for which changes are required.

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Press and select the Quality management view in the select view screen and give the plant code
in the Organizational levels view.

Change the required field and Save the material master.

3.1.3 Display Material Master

SAP R/3 menu Quality Management->Quality Planning->Logistics Master Data ->


Material -> Display
Transaction code MM03

Step 1.

Go to the Menu path as shown in the figure below and Press Enter

(Press Enter and you get as below)

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Step 2.

Enter the material code which you want to display.


Press and select the Quality management view in the select view screen and give the plant code
in the Organizational levels view and display the material.

3.1.4 Create Quality Info Record

SAP R/3 menu Quality Management->Quality Info Record: Procurement Create

Transaction code QI01

Step 1.

Go to the Menu path as shown in the figure below and Press Enter

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(Press Enter and you get as below)

Step 2.

Enter the following

Field name Description R/O/ User action and values Comment


C
Material Material Code R Select from the F4
Vendor Vendor Code R Select from the F4
Plant Plant Code R Select from the F4
(For HWIPLKOL it
should be either 31, 32

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Field name Description R/O/ User action and values Comment


C
or 33)

And select the button to get the following screen.

Step 3.

Enter the following

Field name Description R/O/ User action and values Comment


C
Release Until Date until which the info R Select from the F4
record is released

Then click on the Insp. Control Tab which takes you to the next screen.

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Step 4.

Enter the following

Field name Description R/O/ User action and values Comment


C
Source inspection Inspection Type of the R Select from the F4
Source Inspection
Lead time (in days) Lead time from the R Enter Externally
delivery date in P.O.

Then click on the button to save the info record.

3.1.5 Change Quality Info Record

SAP R/3 menu Quality Management->Quality Info Record: Procurement Change

Transaction code QI02

Step 1.

Go to the Menu path as shown in the figure below and Press Enter

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(Press Enter and you get as below)

Step 2.

Enter the following

Field name Description R/O/ User action and values Comment


C
Material Material Code R Select from the F4
Vendor Vendor Code R Select from the F4
Plant Plant Code R Select from the F4
(For HWIPLKOL it
should be either 31, 32
or 33)

And select the button to change the required screen.

3.1.6 Display Quality Info Record

SAP R/3 menu Quality Management->Quality Info Record: Procurement Display

Transaction code QI03

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Step 1.

Go to the Menu path as shown in the figure below and Press Enter

(Press Enter and you get as below)

Step 2.

Enter the following

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Field name Description R/O/ User action and values Comment


C
Material Material Code R Select from the F4
Vendor Vendor Code R Select from the F4
Plant Plant Code R Select from the F4
(For HWIPLKOL it
should be either 31, 32
or 33)

And select the button to display the required information.

3.2 Basic Data

3.2.1 Edit Code Group

SAP R/3 menu Quality Management->Quality Planning->Basic Data -> Catalog ->
Code Group -> Edit
Transaction code QS41

Step 1.

Go to the Menu path as shown in the figure below and Press Enter

(Press Enter and you get as below)

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Step 2.

Enter the following

Field name Description R/O/ User action and values Comment


C
Catalog Code of the catalog type R Select from the F4
Code Group Code for the Code R Enter external code
group

And select the button to get the following screen.

Step 3.

Enter the following

Field name Description R/O/ User action and values Comment


C
Short text Description of the code R Enter a description of
group the code group
Status of Code group Status of the code R Select from F4 (select
group Released)

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And select the line and double click on the codes and you will get the following screen.

Step 4.

Select the tab which will show the following screen.

Enter the following

Field name Description R/O/ User action and values Comment


C
Short text for code Description of the code R Enter a description of
group the code group
Code Status of the code R Enter a code
group

Select the button and the code group is saved.

3.2.2 Display Code Group

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SAP R/3 menu Quality Management->Quality Planning->Basic Data -> Catalog ->
Code Group -> Display
Transaction code QS43

Step 1.

Go to the Menu path as shown in the figure below and Press Enter

(Press Enter and you get as below)

Step 2
Enter the catalog and code group and select the button to display the required
information.

3.2.3 Edit Selected Set

SAP R/3 menu Quality Management->Quality Planning->Basic Data -> Catalog ->
Selected Set -> Edit

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Transaction code QS51

Step 1.

Go to the Menu path as shown in the figure below and Press Enter

(Press Enter and you get as below)

Step 2.

Enter the following

Field name Description R/O/ User action and values Comment


C
Catalog Code of the catalog type R Select from the F4
Plant Plant code R Select from the F4 (For
HWIPLKOL it should be
either 31, 32 or 33)
Selected Set Code of the selected set R Enter External Code

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And select the button to get the following screen.

Step 3.

Enter the following

Field name Description R/O/ User action and values Comment


C
Short Text Description of the R Enter a status of the
selected set selected set
Status Status of the selected R Select from the F4
set (select Released)

Select the line and double click on the Selected Set codes which will take you to the following screen.

Step 4.

Select the tab and you get the following screen.

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Enter the following

Field name Description R/O/ User action and values Comment


C
Code Group Code of the Code group R Select from the F4
Code Key for the Code R Select from the F4
Short text for code Short text of the code R Select from the F4
Valuation code Key for the Valuation R Select from the F4
code (Accepted or Rejected)
Defect Class Key for the Defect Class R Select from the F4
(Critical or Major or
Minor Defects)

Select the button and the selected is saved.

3.2.4 Display Selected Set

SAP R/3 menu Quality Management->Quality Planning->Basic Data -> Catalog ->
Selected Set -> Display
Transaction code QS53

Step 1.

Go to the Menu path as shown in the figure below and Press Enter

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(Press Enter and you get as below)

Step 2
Enter the catalog, plant and selected set and select the button to display the required
information.

3.2.5 Create Inspection Characteristics

SAP R/3 menu Quality Management->Quality Planning->Basic Data -> Inspection


Characteristics -> Create
Transaction code QS21

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Step 1.

Go to the Menu path as shown in the figure below and Press Enter

(Press Enter and you get as below)

Step 2.

Enter the following

Field name Description R/O/ User action and values Comment


C
Plant Code of the plant R Select from the F4
(For HWIPLKOL it
should be either 31, 32
or 33)
Master Inspection Code of the master R Select from the F4
Characteristics inspection
characteristics
Valid From Date from when the MIC R Select from the F4
would be valid

And select the button to get the following screen.

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Step 3.

Enter the following

Field name Description R/O/ User action and values Comment


C
Control data Master inspection R Click the required box
Characteristics Type
Status Status of the MIC R Select from the F4
(select Released)
Short Text Description of the MIC R Enter Description
Externally
Search field Search code for the MIC R Enter Description
Externally
Info field3 Text field O Enter Description
Externally

Select the tab to get the following screen sequences.

If quantitative indicator is selected the first screen appears with the following details.

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And the following screen appears if qualitative indicator is selected.

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Step 4.

Enter the following

Field name Description R/O/ User action and values Comment


C
Type Master inspection R Click the required box
Characteristics Type
Sample Sampling condition R Click the required box
(Click only the sampling
procedure option)
Results confirmation Result recording type R Click the required box
(Select Summ.
Recording or single
Recording, Required
Char. Or Optional
Char.)

Select the tab to get the following screen sequences.

Select the tab to get back to the general data screen and select or
tab if quantitative or qualitative indicator was selected respectively.

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Step 5.

The screen appearing for quantitative option is:

The screen appearing for qualitative option is:

Enter the following

Field name Description R/O/ User action and values Comment


C
Decimal Places Decimal places up to R External value
which results have to be (For Quantitative
entered Characteristics Only)
Msmt. Unit Measurement unit of the R Select from F4

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Field name Description R/O/ User action and values Comment


C
characteristics (For Quantitative
Characteristics Only)
Target Value Target value of the R Select from F4
characteristics (For Quantitative
Characteristics Only)
Lower Specific Value Lower specific value of R Select from F4
the characteristics (For Quantitative
Characteristics Only)
Upper Specific Value Upper specific value of R Select from F4
the characteristics (For Quantitative
Characteristics Only)
Selected Set Selected set for R Select from F4
characteristics Attribute (For Qualitative
Characteristics Only)
Selected Set Plant Plant for the selected R Select from F4
set (For Qualitative
Characteristics Only)

Select the tab to get the general data screen and select to save the characteristics.

3.2.6 Change Inspection Characteristics

SAP R/3 menu Quality Management->Quality Planning->Basic Data -> Inspection


Characteristics -> Change
Transaction code QS23

Step 1.

Go to the Menu path as shown in the figure below and Press Enter

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(Press Enter and you get as below)

Step 2
Enter the plant and Master insp. Charac. and select the button to
change the required fields.

3.2.7 Display Inspection Characteristics

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SAP R/3 menu Quality Management->Quality Planning->Basic Data -> Inspection


Characteristics -> Display
Transaction code QS24

Step 1.

Go to the Menu path as shown in the figure below and Press Enter

(Press Enter and you get as below)

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Step 2
Enter the plant and Master insp. Charac. and select the button to
display the required information.

3.2.8 Create Inspection Method

SAP R/3 menu Quality ManagementQuality PlanningBasic Data Inspection


Method Create
Transaction code QS31

Step 1.

Go to the Menu path as shown in the figure below and Press Enter

(Press Enter and you get as below)

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Step 2.

Enter the following

Field name Description R/O/ User action and values Comment


C
Insp. Method External Code for R Select from the F4
Inspection Method
Plant Plant code R Select from the F4
(For HWIPLKOL it
should be either 31, 32
or 33)
Valid From Date from which R Enter External Code
inspection method is
valid

Then select the button which takes you to the following screen.

Step 3.

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Enter the following

Field name Description R/O/ User action and values Comment


C
Status Status of the inspection R Select from the F4
method (select Released)
Short Text Description of the R Enter External Code
inspection method
Search Field Search term of the R Enter External Code
inspection method

Then select and the inspection method get saved.

3.2.9 Change Inspection Method

SAP R/3 menu Quality ManagementQuality PlanningBasic Data Inspection


Method Change
Transaction code QS33

Step 1.

Go to the Menu path as shown in the figure below and Press Enter

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(Press Enter and you get as below)

Step 2.

Enter the following

Field name Description R/O/ User action and values Comment


C
Insp. Method External Code for R Select from the F4
Inspection Method
Plant Plant code R Select from the F4
(select Released)
Valid From Date from which R Enter External Code
inspection method is
valid

Then select the button to change the required fields.

3.2.10 Display Inspection Method

SAP R/3 menu Quality ManagementQuality PlanningBasic Data Inspection


Method Display
Transaction code QS34

Step 1.

Go to the Menu path as shown in the figure below and Press Enter

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(Press Enter and you get as below)

Step 2.

Enter the following

Field name Description R/O/ User action and values Comment


C
Insp. Method External Code for R Select from the F4
Inspection Method
Plant Plant code R Select from the F4
(For HWIPLKOL it
should be either 31, 32
or 33)
Valid From Date from which R Enter External Code
inspection method is
valid

Then select the button to display inspection method.

3.2.11 Create Sampling Procedure

SAP R/3 menu Quality ManagementQuality PlanningBasic Data Sample


Sampling Procedure Create
Transaction code QDV1

Step 1.

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Go to the Menu path as shown in the figure below and Press Enter

(Press Enter and you get as below)

Step 2.

Enter the following

Field name Description R/O/ User action and values Comment


C
Sampling Procedure Sampling Procedure R Enter external code
code

Then select the button which will take you to the following screen.

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Step 3.

Enter the following

Field name Description R/O/ User action and values Comment


C
Sampling Procedure Sampling Procedure R Enter external code
description
Sampling Type Type of sampling R Select from F4
(Select 100%
inspection)
Valuation Mode Valuation Mode of R Select from F4
sampling procedure
Inspection Points Inspection point option R Select from option
(Select Free Inspection
pts)

Then select the to go to the next screen and click on the button to get the pop-up.

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Step 4.

Enter the following

Field name Description R/O/ User action and values Comment


C
Sample size Size of the sample R Enter externally
Acceptance Number Maximum number of R Enter externally
rejection that can be
allowed

Then click the button and save the sampling procedure.

3.2.12 Change Sampling Procedure

SAP R/3 menu Quality ManagementQuality PlanningBasic Data Sample


Sampling Procedure Change
Transaction code QDV2

Step 1.

Go to the Menu path as shown in the figure below and Press Enter

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(Press Enter and you get as below)

Step 2.

Enter the following

Field name Description R/O/ User action and values Comment


C
Sampling Procedure Sampling Procedure R Select from F4
code

Then select the button and then change the required fields.

3.2.13 Display Sampling Procedure

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SAP R/3 menu Quality ManagementQuality PlanningBasic Data Sample


Sampling Procedure Display
Transaction code QDV3

Step 1.

Go to the Menu path as shown in the figure below and Press Enter

(Press Enter and you get as below)

Step 2.

Enter the following

Field name Description R/O/ User action and values Comment


C
Sampling Procedure Sampling Procedure R Select from F4

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Field name Description R/O/ User action and values Comment


C
code

Then select the button to display the sampling procedure.

3.2.14 Create Inspection Plan

SAP R/3 menu Quality ManagementQuality PlanningInspection


PlanningInspection Plan Create
Transaction code QP01

Step 1.

Go to the Menu path as shown in the figure below and Press Enter

(Press Enter and you get as below)

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Step 2.

Enter the following

Field name Description R/O/ User action and values Comment


C
Material Material code R Select from F4
Plant Plant code R Select from F4
Group Group of the Inspection O Enter externally
plan
Key date Date from which the R Select from F4
inspection plan is valid

Then click the button to go to the header data screen.

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Step 3.

Enter the following

Field name Description R/O/ User action and values Comment


C
Short Text Material code R Select from F4
Usage Usage of inspection R Select from F4
plan
Status Status of inspection R Select from F4
plan
From Lot size Lot starting from R Enter externally
To Lot size Up to lot size R Enter externally
Unit of Insp. Plan Unit of inspection plan R Select from F4

Then click the button to get the following pop up.

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Step 4.

Enter the following

Field name Description R/O/ User action and values Comment


C
Group Counter Group counter of the R Select from F4
insp. plan
Material Material code R Select from F4
Plant Plant code R Select from F4

Then click on the button and then select tab which takes you to the operation
screen.

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Step 5.

Enter the following

Field name Description R/O/ User action and values Comment


C
Control Key Control key for the R Select from F4
operation
Description Description of the O Enter externally
operation

Then select the line and click on the tab which takes you to the
inspection characteristics screen.

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Step 6.

Enter the following

Field name Description R/O/ User action and values Comment


C
Master Inspection Master Inspection R Select from F4
Characteristics Characteristics Code
Inspection Method Inspection Method Code R Select from F4
Sampling procedure Sampling procedure R Select from F4
Code

Then save the inspection plan by clicking on

3.2.15 Change Inspection Plan

SAP R/3 menu Quality ManagementQuality PlanningInspection


PlanningInspection Plan Change
Transaction code QP02

Step 1.

Go to the Menu path as shown in the figure below and Press Enter

(Press Enter and you get as below)

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Step 2.

Enter the following

Field name Description R/O/ User action and values Comment


C
Material Material code R Select from F4
Plant Plant code R Select from F4
(For HWIPLKOL it
should be either 31, 32
or 33)
Group Group of the Inspection O Select from F4
plan
Key date Date from which the R Select from F4
inspection plan is valid

Then click the button to change the required fields.

3.2.16 Display Inspection Plan

SAP R/3 menu Quality ManagementQuality PlanningInspection


PlanningInspection Plan Display
Transaction code QP03

Step 1.

Go to the Menu path as shown in the figure below and Press Enter

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(Press Enter and you get as below)

Step 2.

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Enter the following

Field name Description R/O/ User action and values Comment


C
Material Material code R Select from F4
Plant Plant code R Select from F4
Group Group of the Inspection O Select from F4
plan
Key date Date from which the R Select from F4
inspection plan is valid

Then click the button to display the inspection plan.

4 Quality Inspection
We will go through the following sections in this sub module
INSPECTION LOT
WORKLIST

4.1 Inspection Lot

4.1.1 Create Inspection Lot (Manually)


SAP R/3 menu Quality Management->Quality Inspection ->Inspection Lot ->
Processing -> Create
Transaction code QA01

Step 1.

Go to the Menu path as shown in the figure below and Press Enter

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(Press Enter and you get as below)

Step 2.
Enter the following

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Field name Description R/O/ User action and values Comment


C
Insp. Lot origin Inspection Lot origin R Select from the F4
(For HWIPLKOL select
01 or 89)
Material Material code R Select from the F4
Plant Plant code R Select from the F4
(For HWIPLKOL it
should be either 31, 32
or 33)

Then click on the button to get to the next screen.

Step 3.
Enter the following

Field name Description R/O/ User action and values Comment


C
Insp. Lot Qty Inspection Lot Quantity R Enter externally
Vendor Vendor Code R Select from the F4
Purchasing Org. Purchasing R Select from the F4
Organisation (Select 5320 for
HWIPLKOL)
Then select the button and the inspection lot gets created.

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4.1.2 Change Inspection lot


SAP R/3 menu Quality Management->Quality Inspection ->Inspection Lot ->
Processing -> Change
Transaction code QA02

Step 1.

Go to the Menu path as shown in the figure below and Press Enter

(Press Enter and you get as below)

Step 2.
Enter the following

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Field name Description R/O/ User action and values Comment


C
Insp. Lot Inspection Lot Number R Select from F4

Then select to change the required fields.

4.1.3 Display Inspection lot


SAP R/3 menu Quality Management->Quality Inspection ->Inspection Lot ->
Processing -> Display
Transaction code QA03

Step 1.

Go to the Menu path as shown in the figure below and Press Enter

(Press Enter and you get as below)

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Step 3.
Enter the following

Field name Description R/O/ User action and values Comment


C
Insp. Lot Inspection Lot Number R Select from F4
Then select to display the required fields.

4.1.4 Cancel Inspection lot

SAP R/3 menu Quality Management->Quality Inspection ->Inspection Lot ->


Processing -> Change
Transaction code QA02

Step 1.

Go to the Menu path as shown in the figure below and Press Enter

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(Press Enter and you get as below)

Step 2.
Enter the following

Field name Description R/O/ User action and values Comment


C
Insp. Lot Inspection Lot Number R Select from F4
Then select to go to the next screen.

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Status of inspection lot:


REL lot released

Step 3.

Then select Cancel lot option to cancel the inspection lot. The status of the lot change. Then select
to save the inspection lot.

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Status of inspection lot:


LTCA lot cancelled

4.2 Worklist

4.2.1 Trigger Manually (Source Inspection)

SAP R/3 menu Quality Management->Quality Inspection ->Inspection Lot creation ->
Source Inspection -> Trigger Manually
Transaction code QI07

Step 1.

Go to the Menu path as shown in the figure below and Press Enter

(Press Enter and you get as below)

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Step 2.

Enter the following

Field name Description R/O/ User action and values Comment


C
Vendor Vendor code O Select from the F4
Material Material code O Select from the F4
Plant Plant code O Select from the F4
(For HWIPLKOL it
should be either 31, 32
or 33)
Delivery Date Date O Select from the F4
Opening Period (D) Days before the given O Enter externally
delivery date

Then select the button and the following screen appears.

Step 3.

Select the required line and click on the button.

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Step 4.

Then select . The line selected earlier no longer exists.

Select the button and go back to the main menu.

4.2.2 Change Inspection data


SAP R/3 menu Quality Management->Quality Inspection ->Inspection -> Change Data

Transaction code QA32

Step 1.

Go to the Menu path as shown in the figure below and Press Enter

(Press Enter and you get as below)

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Step 2.

Enter the following

Field name Description R/O/ User action and values Comment


C
Lot created on Date on which lot gets O Select from the F4
created
Plant Plant code O Select from the F4
(For HWIPLKOL it
should be either 31, 32
or 33)
Lot origin Lot origin O Select from the F4
(Select 01)
Material Material Code O Select from the F4
Vendor Vendor Code O Select from the F4
List settings Selection criterion for lot O Select from the Radio
button
Layout List of user layouts R Select from the F4

Then select the button which will take you to the following screen.

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Step 3.

Source Inspection

Source inspection status:


REL - Released
CALC Sample
Calculated

Final Inspection

Final inspection status:


REL - Released
CALC Sample Calculated
SPRQ Stock Posting Required

Then select the required line and select the tab which takes you to the following screen.

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Step 4.

Enter the following

Field name Description R/O/ User action and values Comment


C
Type of Inspection Description of the R Enter externally
inspection

And select the button which takes to the next screen.

Step 5.

Select the icon which takes to the following screen.

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Enter the values in the relevant fields and select . The following screen will come.

Step 6.
If you want to change the valuation given by system then click on the tab and a
pop up screen appears.

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Step 7.

Selecting any of the relevant code click on the button and the value is changed in the
Valuation Field.

Step 8.

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Then select the icon and you come back to the following screen. Refresh the screen by clicking
on and see the status change of the lot.

Source Inspection

Source inspection status:


INSP: Inspection Completed
RREC: Results Recorded

Final Inspection

Final Inspection status:


INSP: Inspection Completed
RREC: Results Recorded
SPRQ: Stock posting required

Step 9.
Select the required line and click on the

This will take you to the following screen.

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Step 10.

Enter the following

Field name Description R/O/ User action and values Comment


C
UD code Code of the usage R Select from the F4
decision

The sub screen below only appears in case of final inspection.

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Enter appropriate value in the appropriate row and select which takes you to the following screen.
If you refresh the screen by selecting then the processed line vanishes.

Step 11.

To view the processed document select and you get back to the initial screen

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Here select the last option in the List settings along with other selection options and execute
which shows you the processed document with a changed status.

Source Inspection status:


UD: Usage Decision done
ICCO: Inspection Completed
STUP: Statistics Updated

Final Inspection status:


UD: Usage Decision done
ICCO: Inspection Completed
SPCO: Stock Posting Completed
STUP: Statistics Updated

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5 Quality Notification
Quality Notification can be done in two ways.
1. With the reference of the inspection lot
2. Manually

5.1 Notification with the reference of the inspection lot

During results recording if there is any defect that can be recorded through execution of the Worklist
for inspection lot described in the Quality Inspection sub module.

Step 1.

In the Worklist for quality inspection select the line and click on the tab.

This will take you to the following screen.

Step 2.

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Enter the following

Field name Description R/O/ User action and values Comment


C
Report Type Type of the report R Select from the F4

Then select the button and the following screen appears.

Step 3.

Enter the following

Field name Description R/O/ User action and values Comment


C
Records Defect for Defects recording level R Select from the given
options (Select
Inspection Lot)

Then select the button and the following screen appears.

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Step 4.

Enter the following

Field name Description R/O/ User action and values Comment


C
Code Group Code Group for defects R Select from F4
type
No of defects No of defects for that O Enter externally
particular defect type
Description Short text of the defect O Enter externally
Long Text Long text of the defect O Enter externally

Then select the button and the following screen appears.

Step 5.

Enter the following

Field name Description R/O/ User action and values Comment


C
Description Description of the R Enter externally
Notification

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Field name Description R/O/ User action and values Comment


C
Coding Code group for coding O Select from F4
Priority Priority of the O Select from F4
Notification

Then select the button and this activates the notification.

Step 6.

Select the line and then click on the button.

Notification
Activated

This takes you to the create notification screen.

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Step 7.

Enter the following

Field name Description R/O/ User action and values Comment


C
Description Long Description of the O Enter externally
Notification

Click on the Contact persons tab and the following screen appears.

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Step 8.

Enter the following

Field name Description R/O/ User action and values Comment


C
Partner function Enter the partner R Select from F4
functions

Then select the Items tab and the following screen appears.

Step 9.

Select the line and click on the tasks tab and the screen below appears.

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Enter the following

Field name Description R/O/ User action and values Comment


C
Code Group Code Group for the task O Select from F4
Task text Description of the task O Enter externally

Then select the button and press . The notification gets saved and the status of the inspection
lot gets changed.

DEF: Defects
recorded
5.2 Manually

5.2.1 Create Quality Notification

SAP R/3 menu Quality Management->Quality Notification -> Create

Transaction code QM01

Step 1.

Go to the Menu path as shown in the figure below and Press Enter

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(Press Enter and you get as below)

Step 2.

Enter the following

Field name Description R/O/ User action and values Comment


C
Notification type Type of notification R Select from the F4
(Select Z2)

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Then select the tab and the following screen appears.

Step 3.

Enter the following

Field name Description R/O/ User action and values Comment


C
Mat. Doc. Year Material Document year O Select from the F4
Material Doc. Material Document No O Select from the F4
Item Material Document Item O Select from the F4
Purchasing Doc. Purchasing Document O Select from the F4
No
Item Purchasing Document O Select from the F4
Item

Then select the tab and the following screen appears.

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The rest will be same as the earlier process.

5.2.2 Change Quality Notification

SAP R/3 menu Quality Management->Quality Notification -> Change

Transaction code QM02

Step 1.

Go to the Menu path as shown in the figure below and Press Enter

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(Press Enter and you get as below)

Step 2.

Enter the following

Field name Description R/O/ User action and values Comment


C
Notification Notification No R Select from the F4

Then select the tab and changes can be done in the notification.

5.2.3 Display Quality Notification

SAP R/3 menu Quality Management->Quality Notification -> Display

Transaction code QM03

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Step 1.

Go to the Menu path as shown in the figure below and Press Enter

(Press Enter and you get as below)

Step 2.

Enter the following

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Field name Description R/O/ User action and values Comment


C
Notification Notification No R Select from the F4

Then select the tab and the notification can be done.

5.2.4 Worklist To Change Quality Notification

SAP R/3 menu Quality Management->Quality Notification -> Worklist -> Notification ->
change data
Transaction code QM10

Step 1.

Go to the Menu path as shown in the figure below and Press Enter

(Press Enter and you get as below)

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Step 2.

Enter the following

Field name Description R/O/ User action and values Comment


C
Notification Status Status of the notification R Select from the given
option
Notification Number Number of the O Select from F4
notification
Notification Type Type of notification O Select from F4
(Select Z2)
Material Material Code O Select from F4

Then select the to execute the report and the following screen appears.

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Step 3.

Select the required line and click on which will take you to the following screen.

Notification Status:
OSNO: Outstanding
Notification
NOTE: Notification
(External)

Step 4.

Select the button to release the notification. The status of the notification changes to indicate the
release.

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Notification Status:
NOPR: Notification
in process
NOTE: Notification
(External)

Step 5.

Select the Items tab to process the tasks.

Notification Status:
NOPR: Notification in
process
NOTE: Notification
(External)
OSTS: Outstanding
Tasks

Select the task and click on the button to release the task. The status of the task change.

Tasks Status:
TSOS: Task
Outstanding

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Tasks Status:
TSRL: Task
Released

Step 6.

When the task is completed flag it complete by selecting . The status of the task change and the
line becomes non-editable.

Tasks Status:
TSCO: Task
Completed

Then click on the button to save the notification. A pop up screen appears as below where you
need to specify the origin.

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The notification status changes and the notification becomes non-editable.

Notification Status:
NOCO: Notification
Completed
NOTE: Notification
(External)
ATCO: All task
completed

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6 QM Information System
6.1 Quality Control

SAP R/3 menu Quality Management->Quality Control -> Key Figures

To view QM related reports with reference to material, vendor, and customer refer to the reports under
key figures.

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