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Release 4.70
Armin Heneka
Instructor Guide
28 March 2003
Instructor
Demonstration
Exercises
Activity
Summary
Objectives
Business Scenario
Warning or Caution
Internal Note
SAP AG PLM400 Qualittsmanagement
Appendix: Implementing QM / User Roles in
QM / .............
SAP Contacts..............................................................................................................4
Walldorf.............................................................................................................................................. 4
Subsidiaries....................................................................................................................................... 4
Training System..........................................................................................................7
Data Required.................................................................................................................................... 7
User ID and Passwords for Course Participants................................................................................8
Preparation in the System.................................................................................................................. 8
Example ABAPs for the appendix:..................................................................................................... 8
CATTs................................................................................................................................................ 8
Technical Hints................................................................................................................................... 8
Course Schedule.......................................................................................................12
Course Schedule for the Standard Course: (5 days)........................................................................12
Day One (300 Minutes).................................................................................................................... 12
Unit 0: Preface...........................................................................................................13
Contents of Unit............................................................................................................................... 13
Putting the Unit in Context............................................................................................................... 13
Unit 2: Navigation.....................................................................................................18
Contents of Unit............................................................................................................................... 18
Putting the Unit in Context............................................................................................................... 18
28 March 2003 Page 2
SAP AG PLM400 Qualittsmanagement
Appendix: Implementing QM / User Roles in
QM / .............
Topic: The R/3 System..................................................................................................................... 18
Putting the Topic in Context.............................................................................................................. 18
Unit 3: Basics............................................................................................................23
Contents of Unit............................................................................................................................... 23
Putting the Unit in Context............................................................................................................... 23
SAP Contacts
Walldorf
Armin Heneka - 63921
Sabine Bathelt - 42651
Subsidiaries
Course Details
Standard course: 5 days of 6h net (this means without breaks)
Duration
Day one - 5 hours.
Last day - 4 hours.
Country-Specific Units
None
Training System
Data Required
IDES data; status 4.70
Master data CATT ZT_PLM400_01 has been run in the ID3/800 master system, this means that the
following data is available:
Data Type Data in the Training System
Plant 1000
Plant 1100
Vendor 1000
Goods recipient 7777
Sampling procedure FIX5-0
Master inspection characteristic MK01-##
Class characteristic N-004
Inspection plan for material at GR T-BQ3##
Inspection plan for material at GR T-TQ1##
Inspection plan for material at GI T-FQ1##
Routing for material T-BQ5##
Work center T-P##
Work center Electrical
Master recipe for material T-HT2##
Material master T-BQ1##
Material master T-BQ3##
Material master T-BQ4##
Material master T-BQ5##
Material master T-HT2##
Material master T-FQ1##
Batch FQ1##
Material master T-TQ1##
Batch TQ1##
Material master T-STABI-##
Certificate profile QC400-##, Version 1
Certificate profile Q400C-##, Version 1
Equipment T-MA##
Equipment T-MD##
The standard format for user IDs is the course ID plus the group number. The initial password is INIT.
Use the transaction ZUSR to copy these user Ids from the reference user ID.
The single role "T_PLM400" exists in the training system. This role contains all of the menu paths
that are important for this course. This role is assigned to the corresponding reference user IDs. You
should inform the course participants that they can either work with the user menu or with the SAP
Easy Access Menu during the course.
CATTs
Movement data - CATT ZT_PLM400_02 must be run before every course.
Technical Hints
Check initial screen for Q1 notification you should use screen 0130 so that the exercise for sales
order processing can be performed as described in the participants material (S. 4.79). You can
make the relevant settings in Customizing under: Tools AcceleratedSAP Customizing
Edit Project SAP Reference IMG Implementation Guide for R/3 Customizing (IMG)
Quality Management Quality Notifications Notification Creation Notification Types
Define Screen Templates Define Initial Screens.
Note that as soon as the movement data CATT CT_PLM400_02 has been run, you must send the
Unit 2: Navigation
Introduction to the R/3 system. Participants find their way around with the help of examples and
exercises in the system.
Unit 3: Basics
Overview of procurement, production and sales processes with emphasis on how QM fulfills the
standards and market requirements for quality management processes.
With examples and exercises for participants.
Unit 4: QM in the Logistics Supply Chain (comprehensive unit; illustrates the processes)
Presentation of the entire logistics supply chain from a QM standpoint:
QM in Procurement
QM in Production
QM in the Process Industry
QM in Sales and Distribution
With examples and exercises for participants.
Unit 5: Functions in Detail (comprehensive unit that covers the details of QM)
Introduction of functions according to the component hierarchy, as follows:
Quality planning
Quality inspection
Quality certificates
Quality control
Test equipment management
Stability Study
With examples and exercises for the participants.
Course Schedule
Course Schedule for the Standard Course: (5 days)
Unit 0: Preface
30 mins
Contents of Unit
Welcome, organizational items (cafeteria, cafes, lunchtime (dependent on room!!) in the cafeteria
and breaks, no mobile phones during the course, course timing, parking facilities, introduction of
instructor)
Introduction round (slides with topics)
QM course curriculum
Target group
Introduction to course
Introduction of participants
Organizational items
PLM400
Copyright
Prerequisites
Target Group
Quality Management (QM)
Introduction to the QM curriculum and positioning of the PLM400
PLM400: The PLM400 Quality Management course gives an overview of the
functions in QM, their integration in the logistics supply chain and their
PLM400: The LO705 Quality Inspections course deals with QM-specific data,
its use and the use of quality inspections (inspection lot creation, results
recording, defects recording, BW and usage decision). This course forms the
basis for the detailed courses on QM functions in procurement, production and
sales and distribution.
PLM410: The LO710 Quality Notifications course covers the use of quality
notifications for problems within the materials management process chain, in
production and in sales and distribution, as well as for internal problems. You
can attend this course independently of the rest of the QM courses.
Unit Summary
The participants are aware of the positioning of this course and the other training
opportunities in QM.
10 mins
Contents of Unit
Course goal:
To give an insight into:
Functions of QM
Integration of QM in the logistics supply chain and in other R/3 applications
Course objective
To give an insight into:
Business processes from a QM standpoint
QM integration in R/3
QM functions
Basic conditions involved in implementing QM
Course Overview
Course Goal
Course Objectives
Course Content
Contents of individual units
Unit Summary
The participants now know the course goal and objectives, as well as the individual
topics that are dealt with in the course.
Unit 2: Navigation
Total 60 mins
Presentation 20 mins
Contents of Unit
Using the R/3 System
Screen elements
Standard menu / role-based user menu
Tools, utilities and services
Personalization of the frontend
Navigation: Contents
Skip if necessary
Screen Elements
Explanation of the R/3 standard screen (command field, menu bar, standard
toolbar, options, title bar, application toolbar, entry field, tab pages, radio
buttons, checkboxes, pushbuttons, status bar)
Explanations using the program (demo in the system)
Show Create session function and explain (you can have 6 sessions open at one
time)
User settings, explain how to create your own settings.
F1 and F4 help; show messages and their long text; explanation of input help and
save function
Selection of Functions
SAP Library
Brief description of the SAP Library structure
Call up and display the QM documentation in the system
Explain the difference between call up using Application Help and SAP Library
Mention the SAP Knowledge Warehouse
Delivery of SAP Library as basis for the creation of user-specific
documentation
Mention the option for creating a quality manual that conforms to the DIN
EN ISO 9000ff standards using the SAP Knowledge Warehouse
User-Specific Personalization
30 mins.
Participants log on to system
User: PLM400-## ## = Group number 01 .. 30
Password: INIT
Various options for calling up an application (menu, transaction code)
Enter user data, for example, address, plant, vendor
Enter values for predefined parameter IDs:
Storage location 0001
Sales org. 1020
Dist. channel 22
Division 00
Purch. org. 1000
Use of help functions
Working with release notes
Unit 3: Basics
Total 60 mins
Presentation 30 mins
Contents of Unit
Basics: Contents
Additional information:
DIN: http://www.din.de/
VDA: http://www.vda.de/
FDA: http://www.fda.gov
You should not go into too much detail at this point. The points illustrated here are
only supposed to provide an overview of the individual areas in QM. Unit 5
Functions in Detail covers the individual areas in more detail.
Stability Studie
15 mins
Exercises: Basics
20 mins
430 mins
Contents of Unit
QM Processes in the Logistics Supply Chain
QM in Procurement
QM in Production
QM in Sales and Distribution
QM in the Process Industry
This unit deals with the logistics supply chain from the QM standpoint and
shows the use of QM using examples from the individual logistics processes.
Topic: Processes in QM
QM in Company Processes
QM is active in all areas of a company, for example:
Sales and distribution: Managing customer specifications for the
product
Production: Inspection during production, inspection for stock transfer,
calibration inspection
Materials management: Vendor evaluation, inspection for goods
receipt, complaints against a vendor
QM in Production
Inspections during production: Inspection lot origin 03 (discrete manufacturing),
inspection lot origin 13 (repetitive manufacturing). The inspection lots are not
stock-relevant.
For an inspection during production, you can define whether a characteristic
(characteristic-based inspection processing) is to be inspected once or several
times (inspection processing based on inspection points) during production.
Inspection operations are directly integrated in the routing, rate routing or master
recipe and the quality inspection then takes place during production.
Statistical process control (SPC):
SAP standard menu Logistics Quality Management Quality Control
Key Figures or Evaluation of Original Documents
Inspection characteristics can be monitored using control charts. If the action
limits are violated, the characteristic is automatically rejected and a quality
notification is created that is sent to the person responsible for processing using
the Workflow.
Complaints processing (internal problem notification):
SAP standard menu Logistics Quality Management Quality
Notifications. Notification type Q3
GR from production order: When goods are received in the warehouse, an
inspection lot with origin 04 (GR from production) can be created. These
inspection lots are stock-relevant when they enter the warehouse.
Partial lot assignment: To divide a material into partial lots in a quality
inspection, you must have planned inspection points in the routing and have
defined partial lot assignment. Partial lots are useful, for example, if material
was produced with various quality levels and the goods are then sent to
customers with different quality requirements (for example in the electronics
industry, where Aerospace & Defense requires strictly controlled tolerances in
comparison to those used for the hobby market).
Inspection type 03 or 04 must have been entered in the inspection setup for the
material. You must set the Active indicator.
See documentation QM in Production
QM in Procurement
Goods receipt inspections: Inspection lot origin 01
QM in Shipping
Inspection for delivery:
SAP standard menu Logistics Quality Management Quality Planning
Logistics Master Data Quality Info Record: SD
Entries for the time of the goods issue inspection (before outbound delivery [the
goods issue can only be posted after the inspection has been completed
successfully], after outbound delivery [the goods issue posting can be performed
before the inspection has been completed]) for quality inspections for the
outbound delivery, and for the delivery category. You can also define that no
inspection lot is to be generated when the outbound delivery is created, since the
customer will inspect the goods.
Inspections at good issue: Inspection lot origin 02 (goods issue inspection), 10
(delivery to a customer with ref. to a sales order), 11 (delivery to a customer
without ref. to a sales order), 12 (general delivery)
Quality certificates: The condition technique in SD controls the creation of
quality certificates. You can also control the type of certificate that is to
accompany the delivery and the information that is to be printed on this
certificate specific to the customer or material. Information from inspections is
printed on the certificate. From release 4.6, certificates can be sent electronically.
Customer complaints: Notification type Q1
Inspection type 02, 10, 1001, 11 or 12 must have been entered in the inspection
QM in Service
Complaints processing: Notification type Q1
Inspections of customer returns: Inspection lot origin 06
Inspection type 06 must have been entered in the inspection setup for the
material in the material master. You must set the Active indicator.
Planned Processes
Inspection instruction: Instruction containing information about the content of
and procedure for an inspection at a specific work center. It is created from the
data in the inspection lot and the inspection plan in the R/3 System.
Event-Controlled Processes
Creation and processing of notifications.
Information Management
The data recorded in notifications or an inspection can be evaluated using the
Information System (for example, problem notifications to the vendor,
inspection data from the quality inspection).
Demonstration: QM Processes
15 mins
Display inspection instruction
SAP standard menu Logistics Quality Management Quality Inspection
Inspection Lot Editing Display
Explain template for search; search for inspection lots for material T-BQ1##.
Describe data in the inspection lot (for example, reference to plant, material,
inspection lot origin, inspection type).
Explain detail data (for example, start date, end date, based on entries in the
material master; how are inspection lot quantity and sample size linked;
inspection specifications; usage decision: data is entered at UD.
This is the first time in this training course that the inspection lot data record is
explained using a system demo. You should not go into too much detail during this
demo. The aim is to give the course participants a quick overview of the inspection
lot data record. You should show the details from the inspection lot data record (for
example, material documents, purchase order documents, stocks, orders) in the other
demos that follow on from this one.
The inspection lots for material T-BQ1## are created for this exercise using the
CATT. The transaction QA01 is used in the CATT. This means that the inspection
lots are manual inspection lots and they are not stock-relevant.
Exercises: QM Processes
25 mins
Topic: QM in Procurement
QM in Procurement: Objectives
QM in Procurement
Management of the material/vendor information in Quality Info Record:
Procurement on Insp. control tab page (for example, vendors QM system;
inspection control for a specific material/vendor combination). Vendor-
dependent inspection specifications in the GR inspection plan.
Vendor evaluation in MM based on different criteria (such as, quality), vendor
release and vendor selection in Quality Info Record: Procurement on the Release
tab page.
Management of quality documents (such as, technical delivery terms and quality
assurance agreements in Quality Info Record: Procurement on the Quality
agreement tab page.
Control of source inspections and type of source inspection by entering
information on the Insp. control tab page in Quality Info Record: Procurement.
Processing complaints against vendors using quality notifications, for example,
if the goods have passed the goods receipt inspection, but defects are identified
in production.
Monitoring of the certificates at goods receipt. If necessary, data can be
transferred from the certificate. A certificate check can also be performed.
Procurement Chain
When goods are procured, the system checks whether the relevant vendor is
released or blocked by QM for the delivery. The technical delivery terms (can be
managed in versions using engineering change management) and the quality
assurance agreement is then also checked.
The vendors QM system (maintained in the QM info record for procurement or
in the vendor master record) and the vendor evaluation (from MM) are taken
into consideration for vendor selection.
Goods can only then be purchased from vendors that fulfill the specifications.
Certificate requirement and inspection type (source inspection or GR inspection)
are defined in the material master (inspection setup). From release 4.6, a GR
inspection can take place, if the inspection lot was rejected in the source
inspection.
You can release goods based on manufacturer or vendor, (for example, if a
vendor delivers goods from different manufacturers). This means that only goods
from a particular manufacturer can be used.
The certificate requirement is checked at GR; this means that goods can only be
released for use, if the certificate has been received. Automatic reminder system
is linked to this function.
Inspection stock: goods are classed as stock-relevant in the company, but can
only be used for production, once QM has released and posted them out of
inspection stock.
Depending on the results of the GR inspection, dynamic modification can take
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QM / .............
place, a delivery block can be set, a complaint against a vendor can be created,
or a payment block can be set.
Quality costs are recorded in the GR inspection (activity confirmation at results
recording and/or the usage decision).
Purchase Order
The purchase order includes information from the material master record and
vendor master record.
Quality-related information comes from the Quality Info Record: Procurement.
Source Inspection
Depending on the settings in the material master, an inspection lot can be created
at GR and the goods can be posted to inspection stock (this means that the
delivery date is the same as the inspection start. Alternatively, a source
inspection can be carried out (inspection start is then the delivery date minus the
lead time that was entered in the quality info record for procurement).
Consideration of duration of goods receipt inspection
SAP standard menu Logistics Quality Management Quality Planning
Logistics Master Data Quality Info Record: Procurement; the lead time
can be predefined in days on the Insp. control tab page. This means that the lead-
time is deducted from the planned delivery date and defines the start date for the
Demonstration: QM in Procurement
30 mins
The exercises 1-1 and 1-2 should be done immediately after the relevant demos are
finished. Otherwise, too much will be shown at once.
Exercises 2-1 and 2-2 illustrate a complete inspection process, including results
recording.
Different lists can be shown during these exercises:
Inspection lot list: transaction QA33, selection using materials T-BQ300 to T-
BQ320, change layout, add additional fields to the display (quantity to be posted,
inspection stock, unrestricted-use stock ....)
Stock on posting date: transaction MB5B, selection using the materials T-BQ300 to
T-BQ320, change layout, add additional fields to the layout (for example, reason for
movement, text, entry date, name of user ......)
Exercises: QM in Procurement
60 mins
Course Schedule
Day Two (360 Minutes)
Topic: QM in Production
Total 160 mins
Presentation and Demo 80 mins
Use of QM in production
How to carry out an inspection during production and its consequences
Quality inspections for a goods movement, once production has been completed
QM in Production: Objectives
QM in Production/Process Industry
Integrating inspection planning/production operations: Inspection operations
can be directly included in routings (discrete manufacturing and repetitive
manufacturing) or master recipes (Process Industry).
Controlling inspections during production: Inspection lot origin 03 (inspection
during production, not stock-relevant), inspection lot origin 04 (inspection lot
for goods receipt in the warehouse from production, stock-relevant)
Statistical process control (SPC): Control charts
Processing internal problem notifications: Notification type Q3
Production Chain
When an order is released, sample calculation and inspection lot creation take
place automatically. One inspection lot is created for the production or process
order.
The Approval procedure and approval of inspection lots is dealt with in more
detail in the following unit (Functions in Detail, Quality Planning).
It may have been stipulated that an inspection lot can only be processed, if the
inspection plan on which the inspection is based has been approved. This is
controlled by the Change rule indicator in the inspection plan header. This
indicator is linked to engineering change management. The inspection plan can
only be changed using a change number and inspection lot processing is
automatically approved. If the inspection plan has not been approved, approval
Order Release
If you are working with unplanned samples, then sample data records can be
created with reference to the production or process order. The sample is created
using transaction QPR1.
Once the sample has been created, an inspection lot is created for the sample.
Prerequisite for this process is that an inspection type is assigned to inspection lot
origin 15 in the material master and that this inspection type is active.
If you want to show an example at this point, you need to assign the confirmation
profile PLM410 to the user PLM400-##.
Goods Movements
GR from production to warehouse (inspection lot origin 04)
Inspection for delivery (inspection lot origin 02 [goods issue inspection], 10
[delivery to a customer with ref. to sales order], 11 [delivery to a customer
without sales order, 12 [general delivery])
Demonstration: QM in Production
15 mins
Processing inspection
SAP standard menu Logistics Quality Management Quality
Inspection Worklist Results Recording
Histogram pushbutton
Control Chart pushbutton (only for characteristic 20 in operation 60)
Enter usage decision
Routing and specifications for quality inspection
SAP standard menu Logistics Production Master Data Routings
Routings Standard Routings Display
Check that the control chart can be called up beforehand in the system. It can
sometimes take a considerable amount of time before the control chart is displayed
in the graphic window of QE51N. If necessary, you should warn the participants
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before they begin with the exercise.
Exercise: QM in Production
40 mins
15 mins
40 mins
Depending on the interests of the participants, or if there is too little time, the
instructor can decide whether or not to go through both of the exercises for the
inspection during production or whether to just cover one of the themes (process
manufacturing or discrete manufacturing).
Important: The results from the inspection during production of the shaft (material
T-BQ5##) are required for the evaluation in unit 5. If you only cover the process
manufacturing exercise at this point, you must remember to inform the participants
that they must use the material T-HT2## instead of material T-BQ5##, the plant
1100 instead of plant 1000, and the task list type 2 instead of task list type N for the
Quality Control exercise in unit 5.
Topic: QM in Sales/Service
Total 100 mins
Presentation and Demo 50 mins
Sales Chain
Customer-specific inspection specifications are stored in the sales order and in
the SD quality info record.
Delivery Inspection
The SD quality info record uses information from the customer master record
(SD) and the material master record (MM).
If the customer master record has been created for a customer in SD, you can
define numerous inspection specifications for this customer. These specifications
relate to all materials that are delivered to this customer. The specifications
include the following control parameters:
Quality inspection
You use this parameter to define, if a quality inspection is to take place, (if
there is to be one):
Before the goods issue is posted
After the goods issue is posted
By the customer (if you choose this option, QM does not create an
inspection lot for the delivery
Delivery Category
You use this parameter to document the release status for the customer (for
example, whether the customer has released you for a substitute, model or
regular delivery).
Documents
This parameter allows you to create a link to quality documents using the
document management system (for example, quality assurance agreement or
technical delivery terms.
Delivery
An inspection lot can be generated for a delivery. Results are then recorded for
this lot and a usage decision made. The data that is recorded (which can include
information on the basic material and from the production chain) can be printed
on the certificate that accompanies the delivery.
The customer can receive material from the warehouse, or direct from
production.
Service
The statistical data is updated (based on customer or material).
From release 3.1, customer complaints can be recorded over the Internet
(Internet service: QMW1). The customer can create problem notifications
directly in the vendors system.
Catalogs can be created to simplify the process of recording problems.
Technical prerequisites: The vendor must have access to an ITS for the SAP
system.
The instructor can show an RMA using material T-FSN## at this point. Additional
data: Plant: 1200, Sales Organization, 1000, Distribution Channel: 14, Division: 00,
Customer: T-CSD##, Purchase Order No. of Customer: RA-##. Create the repair
order using the action box of the quality notification.
Demonstration: QM in Sales/Service
20 mins
Before you go through the demo, you should check which initial screen is set for the
Q1 notification in Customizing. For this exercise, you should use the screen 0130, so
that the delivery number and the item and subitem numbers can be entered when you
are creating the Q1 notification.
One batch of the material was delivered. The batch is located in the subitem for the
main item 10 for the delivery. The following now applies to the creation of a Q1
notification:
If you enter the delivery number and the item 10 on the initial screen, then no
quantity is copied to the notification.
If you enter the delivery number and the subitem number on the initial screen, then
the quantity from the delivery is copied to the notification.
Exercises: QM in Sales/Service
50 mins
Course Schedule
Third Day (360 minutes net)
Additional notes:
Unit 5: Functions in Detail
840 mins
Contents of Unit
Overview
Quality Planning
Quality Inspection
Quality Certificates
Quality Notifications
Quality Control
Test Equipment Management
Stability Study
List of QM functions
Explanation of tasks of individual QM functions and evaluation of their use in
the company
Planning and performing quality inspections with the required master/basic data
Overview of QM Functions.
General Master Data
Inspection Planning
Basic Data
Functions in Detail
Material Specifications
Material Specification: Assigns inspection characteristics to a material.
The specification for a material can be used in the context of an inspection
specification as an inspection requirement. If inspection characteristics
belonging to a material specification refer to the classification characteristics of
a batch, the inspection results for these characteristics are carried over into the
batch valuation.
10 min.
SAP standard menu Logistics Quality Management Quality Planning
Inspection Planning Material Specification Edit
Material T-BQ400, master inspection characteristic 8-106 (plant 1000),
sampling procedure Fix 3-0
Inspection Planning
See documentation in the folders Inspection Planning and Inspection Planning
Using the Engineering Workbench.
10 min.
SAP standard menu Logistics Quality Management Quality Planning
Inspection Planning Inspection Plan Display (Material T-BQ100, Plant
1000)
Display of the task list usage, structure
5 mins
SAP standard menu Logistics Quality Management Quality Planning
Basic Data Sample
Sampling Scheme
Sampling Procedure
Dynamic Modification Rule
Catalogs
Point out the follow-up actions for selected sets regarding catalog type 3.
Catalog types: Main category to comprise code groups and codes according to
the content (for example, characteristic attributes, defect types, usage
decisions). The meaning of the catalogs 0 to 9 and A to O is defined by SAP.
The other catalogs (P to Z) can be defined by the customer:
1 Characteristic attributes
2 Tasks
3 Usage decisions
4 Events
5 Causes
6 Results of defects
8 Activities (QM)
9 Defect types
A Activities (PM)
B Object parts
C Overview of damage
D Coding
E Defect locations
Selected set: Selection of specific entries (code groups and codes) of a catalog.
A selected set enables the user to choose only those code groups and codes of a
catalog that are required or allowed for a specific purpose. Selected sets contain
valuated codes.
Note: The key for the selected set to be displayed or changed can be entered
directly, or you can enter a generic entry if you want to process or display
several selected sets. If you enter the generic entry A* you get all selected sets
whose key starts with an "A". When you use a generic entry for processing
selected sets, the system locks all the selected sets affected that have been
5 min.
SAP standard menu Logistics Quality Management Quality Planning
Basic Data Catalog:
Code group
Selected Set
Display code groups and codes of catalog types 1, 3, 9 (Defect types)
Display selected sets (comment on the valuation)
Work Center
SAP standard menu Quality Management Basic Data Work Center
Approval Procedure
You can determine that an inspection lot can only be processed if the
corresponding inspection plan has been approved. This is controlled by the
indicator Change rule in the inspection plan header. This indicator sets a link to
the change management. If the indicator is set, the inspection plan can only be
changed with a change number, and inspection lot processing is approved
automatically. If the inspection plan has not been approved yet, a single
approval for the inspection lot can be set manually (if the user has the required
authorization).
SAP standard menu Logistics Quality Management Quality Planning
Inspection Planning Inspection Plan
If the material is inspected using a material specification (not subject to change
management), a single approval for the inspection lot can be set manually (if
the user has the required authorization).
Tools Accelerated SAP Customizing Edit Project SAP Reference
IMG Implementation Guide for R/3 Customizing (IMG) Quality
Management Environment Central Functions Authorization
Management Define Authorization Groups Authorization groups for QM
materials
This authorization group must be entered in the material master for the desired
material on the tab page Quality Management in the field QM material auth..
SAP standard menu Logistics Quality Management Quality Planning
Logistics Master Data Material Quality management tab page
The material authorization groups are defined in Customizing (see path above).
If the user enters a material authorization group in the material master, the
system checks for the material, if the user is allowed to access the following
objects:
20 min.
35 min.
5 min.
Valuation in Configuration
See documentation Effects of the Link in Variant Configuration and Link:
Master Inspection Characteristic - Class Characteristic in the folder Basic Data
and documentation Inspection Specifications from Variant Configuration in the
folder Inspection Lot Creation.
Inspection
See documentation Inspection Lot Processing in the folder Inspection Lot
Creation, documentation in the folder Results Recording, documentation in the
folder Inspection Lot Completion
Recording Steps
Point out the settings for the recording configuration!
Tools Accelerated SAP Customizing Edit Project SAP Reference
IMG Implementation Guide for R/3 Customizing (IMG) Quality
Management Quality Inspection Results Recording Define
Recording Configuration Detail
Tools Accelerated SAP Customizing Edit Project SAP Reference
IMG Implementation Guide for R/3 Customizing (IMG) Quality
Management Basic Settings Maintain Settings at Plant Level Detail
Tab page Results recording
System User Profile Own Data Tab page Parameters
Indicate the parameters set in the recording configuration in Customizing
(select Parameter F1-Help Technical Info Entry in the field
Parameter-Id)
From 4.6 on, the user settings can be defined directly on the results
recording screen.
See documentation Processing of Inspection Results in the folder Results
Recording.
Digital Signature
The following prerequisites must be met in Customizing for Basis for a user in
QM to be able to use a digital signature:
Connect the smartcard reader to the frontend and set-up the interface.
Maintain PSE information (Personal Security Environment) for the user in
the R/3 system.
Tools Accelerated SAP Customizing Edit Project SAP Reference
IMG Implementation Guide for R/3 Customizing (IMG) Basic
Components System Administration Digital Signature
You have made the general settings for a digital signature in Customizing for
Quality Management, and have entered the authorization group for QM
materials in the QM view of the material master for the required material.
Tools Accelerated SAP Customizing Edit Project SAP Reference
IMG Implementation Guide for R/3 Customizing (IMG) Quality
Management Environment Central Functions Authorization
Management Define Authorization Groups and Digital Signature Mat.
Auth. Group, Insp. Lot Approval, Digital Signature
SAP standard menu Logistics Quality Management Quality
Planning Logistics Master Data Material Quality Management tab
page
See documentation Digital Signature in the folder Results Recording.
Sample Management
The sample drawing procedure comprises one or several sample drawing items
in which the details for the physical sample drawing are defined. In the sample
drawing item you determine whether you want to use only primary samples, or
additionally, pooled samples and reserve samples. The number and physical-
sample container are also defined in the sample drawing item.
See documentation in the folder Sample Management.
Physical-Sample Categories
The term describes the categories primary sample, pooled sample, reserve
sample.
External Systems
RFC: Remote Function Call, SAP interface protocol. This simplifies the
programming of communication processes between systems. Using RFCs,
predefined functions can be called up and executed in an external system or within
the same system. RFCs control the transfer of parameters, communication control,
and error handling.
See documentation in the folder Inspection Data Interface.
15 min.
Manually creating an inspection lot
SAP standard menu Logistics Quality Management Quality Inspection
Inspection Lot Editing Create
Displaying an inspection lot
SAP standard menu Logistics Quality Management Quality Inspection
Inspection Lot Editing Display
Results recording for an inspection lot
SAP standard menu Logistics Quality Management Quality Inspection
Worklist Results Recording Material tab page
Making the usage decision
SAP standard menu Logistics Quality Management Quality Inspection
Inspection Lot Usage Decision Record
15 min.
15 min.
Manually creating an inspection lot
SAP standard menu Logistics Quality Management Quality Inspection
Inspection Lot Editing Create
Displaying an inspection lot
SAP standard menu Logistics Quality Management Quality Inspection
Inspection Lot Editing Display
Results recording for physical samples and usage decision
SAP standard menu Logistics Quality Management Quality Inspection
Worklist Results Recording Tab page Physical Sample
15 min.
Depending on the interests of the participants, or if there are time problems, the
instructor can decide to cover just one of the exercises related to quality inspections.
He/she can let the participants choose the process they would prefer to cover.
Total 80 mins
Presentation and Demo 40 mins
Certificate receipt
Certificate issue
Information system
Quality Certificates
See the documentation in the folder Quality Certificates (QM-CA).
Certificate Planning
Customizing for certificate profiles (define certificate types, define the data
origin, maintain forms): Tools Accelerated SAP Customizing Edit
Project SAP Reference IMG Implementation Guide for R/3 Customizing
(IMG) Quality Management Quality Certificates Certificate Profile
Customizing for profile determination: Tools Accelerated SAP
Customizing Edit Project SAP Reference IMG Implementation Guide
for R/3 Customizing (IMG) Quality Management Quality Certificates
Certificate Profile Profile Determination
Create the certificate profile: SAP standard menu Logistics Quality
Management Quality Certificates Outbox Certificate Profile
Assign the certificate profile to material/customer, material, or material group:
SAP standard menu Logistics Quality Management Quality Certificates
Outbox Certificate Profile Assignment.
A certificate is enclosed for the delivery. The customer can then specify which
data is issued on the certificate. A certificate profile is assigned for each
customer and material.
Process the certificate form: SAP standard menu Logistics Quality
Management Quality Certificates Outbox Certificate Profile Process
Form
Certificate Processing
Customizing for output determination: Tools Accelerated SAP
Customizing Edit Project SAP Reference IMG Implementation Guide
for R/3 Customizing (IMG) Quality Management Quality Certificates
Output Determination
Customizing for output processing: Tools Accelerated SAP Customizing
Edit Project SAP Reference IMG Implementation Guide for R/3
Customizing (IMG) Quality Management Quality Certificates Process
Output
Create a certificate: SAP standard menu Logistics Quality Management
Quality Certificates Outbox Certificate Creation
Archive display for certificates: SAP standard menu Logistics Quality
Management Quality Certificates Outbox Certificate Creation
Display Archive
See the documentation Certificate Creation, Archiving a Certificate with
ArchiveLink, Sending a Quality Certificate via EDI with Access to Data, and
Transmission of a Quality Certificate as a PDF File Using EDI in the folder
Quality Certificates.
Example of a Certificate
Certificate Transfer
The customer uses the Internet service QC40 to retrieve certificates from the
Internet. In the lower screen area, the certificates that are ready to be retrieved are
displayed. You can differentiate between certificates that have been collected by
customers and those that are new on the basis of the marking.
20 mins
Assign certificate profile to material
SAP standard menu Logistics Quality Management Quality Certificates
Outbox Certificate Profile Assignment Create Key Combination
Material
Assign certificate profile to a material/customer combination
SAP standard menu Logistics Quality Management Quality Certificates
Outbox Certificate Profile Assignment Create Key combination
Material/Customer
Create certificate for batch
SAP standard menu Logistics Quality Management Quality Certificates
Outbox Certificate Creation For Batch
40 mins
The certificate for the delivery can only be created if the exercise for the outbound
delivery in unit 4, topic QM in SD / Service was completed.
When the certificate has been created, output processing for the delivery item is
completed. If you want to create another, new certificate for the same delivery, you
must change the processing mode to 2 Repeat Processing on the initial screen of
the transaction QC20 (certificate creation for delivery).
360 Total
Additional notes:
Problem processing
Quality notification structure
Notification processing
Action Box
The action box can be displayed as a tree structure or as a table. The setting is
made in the user default values:
SAP standard menu Logistics Quality Management Quality
Notifications Create. Default Values Action box tab page Action box
indicator: Table
If the action box is displayed as a table, only the follow-up functions to be
executed are displayed.
If the action box is displayed as a tree, the follow-up functions are displayed
dynamically:
Follow-up functions to be executed are displayed in blue
Already executed follow-up functions are displayed in gray, if the
indicator Executable only once is set in Customizing.
Follow-up functions that cannot currently be executed are displayed in
black.
General Worklists
25 mins
Notification worklist
SAP standard menu Logistics Quality Management Quality
Notifications Worklist Notification Change Data
Task worklist - Activity for notification
SAP standard menu Logistics Quality Management Quality
Notifications Worklist Task Change Data
Completion of tasks
Tab page Tasks, pushbutton Complete
Creating a general notification
Office Message Create Simplified View (IQS21) , notification type G0
General worklists
Office Message Worklist Notifications (IQS8)
40 mins
If there is enough time remaining, the instructor can show an example of notification
creation using the Internet.
ITS for the training system Service QMW1 Log on with the user PLM410-00
or with own user [an alias should be available for the user {transaction SU01, Log
on data tab page}] Contact person number: 129, Password: welcome Create
notification
5 mins
Display various control charts
Tools Accelerated SAP Customizing Edit Project SAP Reference
IMG Implementation Guide for R/3 Customizing (IMG) Quality
Management Quality Planning Basic Data Sample, SPC Statistical
Process Control Define Control Chart Type
Pushbutton Simulate
Display Default Settings in the Inspection Setup for the Material Master
5 mins
SAP standard menu Logistics Quality Management Quality Planning
Logistics Master Data Material Display Tab page Quality
Management Insp. setup Field Q-score procedure.
Vendor Evaluation
SAP standard menu Logistics Materials Management Purchasing
Master Data Vendor Evaluation
Show main criterion Quality with its subcriteria GR Lots, Shopfloor Complaint
and Audit.
Customizing for main and subcriterion: Tools Accelerated SAP
Customizing Edit Project SAP Reference IMG Implementation Guide
for R/3 Customizing (IMG) Materials Management Purchasing Vendor
Evaluation Define Criteria
Define weighting keys: Tools Accelerated SAP Customizing Edit
Project SAP Reference IMG Implementation Guide for R/3 Customizing
(IMG) Materials Management Purchasing Vendor Evaluation Define
Weighting Keys
Define criteria for the "hitlist" of vendors: Tools Accelerated SAP
Customizing Edit Project SAP Reference IMG Implementation Guide
for R/3 Customizing (IMG) Materials Management Purchasing Vendor
Evaluation Define Scope of List
Define purchasing organization for the vendor evaluation: Tools Accelerated
SAP Customizing Edit Project SAP Reference IMG Implementation
Guide for R/3 Customizing (IMG) Materials Management Purchasing
Vendor Evaluation Define Purchasing Organization Data for Vendor
Quality-Related Costs
A QM order for calculating QM costs can be defined for an inspection type in
the inspection setup for the material master: SAP standard menu Logistics
Quality Management Quality Planning Logistics Master Data Material
Display Tab page Quality management Insp. setup Field QM order.
The QM order, which is defined in the inspection setup (Quality Management
view of the material master record), is used as a copy model when inspection
lots are created, if no individual QM order is created for the inspection lot.
See the documentation in the folder Quality-Related Costs.
Using Statistics
QuickViewer: Overview
Database Queries
30 mins
Material analysis
SAP standard menu Logistics Quality Management Quality Control
Key Figures Material Inspection Lots Overview
Change the display of the material analysis
Settings Characteristic Display Key and Description
Settings Column width Characteristic: Column width 45
Settings Page header With drilldown log
Additional data processing and graphic
Pushbutton Graphic
Results history
SAP standard menu Logistics Quality Management Quality Control
Evaluations of Original Documents Inspection Results History for
Inspection Characteristic
Pushbutton Single values
During the demo, you can mention the user settings (pushbutton in the application
toolbar) on the selection screen. This is where user settings for the display of the
analysis can be made.
To get an overview of all inspection lots from this course, you should select using
the plants 11000 and 1000 and not enter a material.
60 mins
Note: You should mention that the inspection results for material T-BQ5## will only
be available for exercise 1-3 if the exercises on the topic QM in Discrete
Total 80 mins
Presentation and Demo 40 Min.
25 mins
40 mins
Course Schedule
Fifth Day (270 minutes net)
120 mins
Contents of Unit
Stability Studies: Process Overview
Create Stability Study
Perform Initial Test
Plan and Execute Stability Tests
Objects Required to Perform a Stability Study
Stability Studies: New Quality Notification Types
Storage Conditions
Test Scheduling and Scheduling of Stability Studies
Inspection Lot for Stability Study
Unplanned Activities in a Stability Study
Status Management in the Stability Study
Stability Study
Scheduling (1)
Scheduling (2)
approx. 30 mins
in Customizing that the follow-up function Create Initial Sample can only
be executed once. You can tell that you cannot execute this follow-up
function again, because it is now displayed in gray writing. Only follow-
up functions in blue writing can be executed.
Change Initial Sample
Sample Container: 010000 (Test Tube)
Primary Packaging: Folie-01 (Clear PVC Film, Airtight)
Sample Quantity: 100 PC
Storage Condition: Refrigerator 7 C
Sample Location: Warehouse for comparative samples
Short Text: Initial sample group 00
Save and display the document flow for the stability study.
The short text you have entered is displayed for the physical sample.
Double-click on the physical sample to display the sample record for the
initial sample. On the Sample Detail tab page, the container type and the
sample quantity are displayed.
Confirm Initial Sample
Follow-up function Confirm Initial Sample
Enter a comment for the confirmation of the physical-sample drawing
The confirmation of the initial sample is documented as a task in the
notification. The creation and changing of the initial sample were also
documented as tasks in the notification.
You can only confirm an initial sample once.
Perform Initial Test
Create the inspection lot for the initial test (follow-up function Initial Test
Inspection Lot)
Select the inspection plan for material T-STABI-00 using the F4 help.
Pushbutton Create Inspection Lot
In the flexible specification selection screen, select the inspection
characteristics that you want to test in this stability study and copy these
characteristics by choosing the Copy (F5) pushbutton.
To display the inspection lot, choose the follow-up function Display
Objects for Study and double-click on the inspection lot.
Use the worklist for results recording (QE51N) to select your inspection
lot using the following selection criteria: Plant 1100, Inspection Lot
Origin 16, and Material T-STABI-00 (do not set the indicator Default
Next Inspection Point). Select the inspection lot, perform the initial test,
and make a usage decision for the initial test that results in the stability
study being executed (DU code 0010 STABI)
The completion of the initial test is documented by the user status COIL
(Initial Test Completed).
Maintain Storage Conditions
Follow-up function Specify Storage Conditions
Enter 20 PC for each storage condition. Select and save all storage
conditions.
In the document flow, you can switch to the physical sample by double-
clicking on it. You can access the overview of physical samples using the
Phys. Samples pushbutton. In this overview, you can see the physical
sample for the initial sample (first physical sample), as well as five other
physical samples (these are the physical samples for the storage
conditions you have just defined). Using the Physical Sample
pushbutton, you can display the individual physical samples. In the Short
Text field, the information about the storage condition is displayed.
Create Testing Schedule
Follow-up function Create Testing Schedule
Maintenance Strategy: QSTAB1
Scheduling Period: 1 MON
Inspection type: 16
Save
Select the scheduled call and choose the Manual Call pushbutton.
Confirm the proposed start date and select the package 03 (After 3
Months) and save.
Select the inspection lots using the worklist for results recording
(QE51N).
Selection criteria: Plant 1100, Inspection Lot Origin 16, Material T-
STABI-00, Batch: Group-00, Lot Created On: Date at least 3 months in
the future, Indicator: Default Next Inspection Lot - indicator should not
be set.
5 inspection lots were created (one for each storage condition)
Record results for all inspection characteristics for all inspection lots,
valuate the inspection characteristics and save the data.
60 mins
Contents of Unit
Motivation for Enterprise Portal
Overview of the mySAP PLM Enterprise Portals solution
User Interface: Navigation and personalization
Enterprise Portals
User Interface
Further Information
25 mins
Use: http://idesportal01.wdf.sap.corp:1080/SAPPortal
SAPNet: alis DEMO
Docu: http://help.sap.com/saphelp_ep50sp4/helpdata/en/start.htm
Docu:
http://help.sap.com/saphelp_ep50sp4/helpdata/en/18/52e93b814dec5ae10000000a114
02f/frameset.htm
Contents of Unit
Implementing QM
User Roles in QM
Additional Courses with Course Description
Supplementary Information
Appendix
Implementing QM
(50 Min)
Realization Phase
Demonstration: Realization
15 mins
Demonstrate the following work steps in parallel with the example on the slides:
Tools Accelerated SAP Customizing Edit Project SAP Reference
IMG Implementation Guide for R/3 Customizing (IMG) Quality
Management Quality Inspection Inspection Lot Creation Maintain
Inspection Types Change Inspection Type F2 to Q2
Tools Accelerated SAP Customizing Edit Project SAP Reference
IMG Implementation Guide for R/3 Customizing (IMG) Quality
Management Quality Planning Basic Data Catalog Define Defect
Classes Activate Q-notifictn (selection button)
Tools Accelerated SAP Customizing Edit Project SAP Reference
IMG Implementation Guide for R/3 Customizing (IMG) Quality
Management Quality Notifications Notification Processing Task
Definition Define Follow-Up Actions for Tasks
Show the assignment of the follow-up action for the task code.
Show the catalog profile.
Function enhancements can be displayed using transaction SMOD (enhancement
Q*).
These function enhancements can then be used in a customer project using
transaction CMOD.
Tools ABAP-Workbench Utilities SAP Query Create Query
IMG: Tasks
Global ASAP
And Finally
PLM415: QM in Procurement