SAP PP/QM Configuration Pack

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INDEX
1. 2. 3. 4. 5. 6. 7. 8. 9. 10. 11. 12. 13. 14. 15. 16. 17. 18. QUALITY MANAGEMENT MAINTAIN SETTINGS AT PLANT LEVEL DEFINE CONTROL KEY DEFINE DELIVERY BLOCKING DEFINE CATALOG TYPES DEFINE DEFAULT VALUES FOR CONTROL INDICATORS DEFINE SAMPLE TYPE RULE FOR SAMPLE DETERMINATION DEFINE VALUATION MODE VALUATION RULE ASSIGN TASK LIST TYPE TO MATERIAL TYPE DEFINE TASK LIST USAGE DEFINE TASK LIST STATUS INSPECTION TYPE ASSIGN INSPECTION TYPE TO LOT ORIGIN DEFINE DEFAULT VALUES FOR INSPECTION TYPE DEACTIVATE INSPECTION FOR A GOODS MOVEMENT DEFINE INSPECTION IN PLANT MAINTENANCE 4 8 16 20 23 26 31 35 38 43 46 49 51 54 58 61 66 70

19. 20.

DEFINE RECORDING CONFIGURATION DEFINE FILTER FOR INSPECTION CHARACTERISTICS

73 77

1. Quality Management Quality Management has often been a sort after skill in SAP and it compliments the PP Module. In this document and the next we will focus on the Quality Management Module which will increase your job opportunities and diversify your SAP skills. So here we go. Quality Management Module deals with all the traditional functions of Quality in an organization. It is a kind of add on Module and may be implemented at the beginning itself or it may also be implemented after go-live. There are six major components in Quality Management module. They are: Basic data and settings at Plant level Quality in Procurement Quality Planning Quality Inspection Quality certificate Quality Notification

Basic data settings:Common required configuration settings across the QM module are defined here. Configuration settings at plant level contains a) Version control for Master Inspection characteristics and Inspection Method b) Time duration for automatic UD c) Selected set and Code group for inspection point. QM Basic data configuration settings will be referred if any transaction specific data is missing. Quality in Procurement:Inspecting the incoming material from vendor, carrying out the inspection at vendor end are handled in Quality in procurement. Configuration settings related to Quality control in procurement are a) Controlling payment b) Restricting vendor supply c) Control on source inspection d) Control if certificates are not received Quality Master Data:Configuration settings related to Quality Master Data are mainly related with

 Master Inspection Characteristics creation, Codes in QM Sampling procedure Task list type to material type for inspection Quality Inspection:Quality inspection contains three essential steps of Result recording Evaluation Usage decision The above steps will be carried out with inspection lot. Inspection lot related configuration settings are performed with Quality inspection configuration setting controls the parameters related to inspection lot and inspection lot types. Following are the important configuration settings which we will be discussing. Inspection type definition Default setting for inspection type Inspection control for movement types Defining Physical sample parameters Result recording configuration

Quality certificate:Quality certificate will be generated after completion of inspection. Configuration settings related to Quality certificates contains Type of Quality certificate Data source to print certificate It is mainly defined through Certificate profile Certificate form Quality Notification:Quality notification is the process of informing about the deviation to the respective persons. Configuration settings related to quality notification are Notification type Screen control Notification priority

2. Maintain settings at Plant level BACKGROUND This configuration setting enables to define the settings at plant level. When QM module is to be implemented, plant level settings are needed to be maintained. Following setting at plant level can be managed through this setting. Version control for Master Inspection characteristics and Inspection method, Plant level sampling procedure Code and selected set at plant level for valuation Automatic usage decision waiting time

SCENARIO Maintain Plant parameter of QM setting for plant IND6. It is required to maintain Plant level UD code and waiting time for automatic UD. INSTRUCTIONS Follow the Menu Path: IMG Quality Management Basic settings Maintain settings at plant level. Click

Click Click

and type IND6

Select plant IND6 by clicking grey box in the left side. Click Note:- Default settings are sufficient to do with QM module. However important settings along with the screen shots are explained below.

Update the Following fields Field

Description Tick in this check box will assign version to the Master Inspection Characteristics automatically during creation and change. Tick in this check box will

assign version to the Inspection method automatically during creation and change. Click Insp.Lot creation Tab screen

No settings are to be done here. Click Result recording Tab screen

- Automatic close When performing the result recording, automatically characteristics will be evaluated and closed. Proposal for inspection point valuation:To valuate the inspection point, selected set, code and code group can be maintained at plant level. This will be referred incase of any missing data in the master data. No other settings are to be done here. Click

InsLot completion Tab screen

Automatic Usage decision:To configure Automatic Usage decision waiting time should be mentioned. Automatic UD will be performed after this time is elapsed from the result recording. Note: - Auto UD program has to be run to make auto UD. Batch Valuation check box to be ticked, if batch updating is to be done without material specification. E.g. Leave it blank. Click

General settings Tab screen

No settings are to be done here. Click Save .

Impact of this configuration in Master Data / Transaction

Over all maintenance of the above will control, Automatic creation of versions for MIC during creation and change Selected set at plant level may be used during result recording Automatic usage time elapse duration may be mentioned here

 Control to update Batch classification while taking UD with or without material specification

3. Define control key BACKGROUND This configuration setting enables to define the control key. Control key is used in quality in procurement. Control key controls the following functions Control of payment to vendor Blocking the vendor Test Certificate requirement Source inspection control Control key will be maintained in the material master QM view. SCENARIO Create a control key to Block invoice payment till UD is taken, Make Quality info record as mandatory INSTRUCTIONS Follow the Menu Path: IMG Quality Management QM in Logistics QM in procurement Define control keys Click

Click

Update the Following fields Field Control Key Description QM Control Release Required Block Invoice Check box Source Inspection control

Description Key identifying the control key. E.g. 0099 Description of the control key To make the QM info record as mandatory. To block the invoice till UD is made. If the source inspection lot is rejected, what should system do? You can ignore it, create

new inspection lot though the previous lot at source inspection is rejected, or you can stop making GR if the lot is rejected. In this example select Source inspection has no effect Whether to create new batch if batch of source inspection lot is not matching with the batch at the time of receipt. Click Save .

Impact of this configuration in Master Data / Transaction

Control key created here will be maintained in the QM view of material master to do the desired function of Blocking Invoice, and making Quality info record as mandatory. When this key is maintained, it is mandatory to have QI info record for Material, Vendor and Plant combination.

4. Define Delivery block BACKGROUND This configuration setting enables to define delivery blocking. Vendor can be blocked to supply any items from Quality control point of view. With this setting, Following blockings are possible. Block to raise quotation Block system to determine source Block to raise Purchase order Block to raise any Good Receipt SCENARIO Create delivery blocking key to block raising Purchase order and to raise Goods Receipt. INSTRUCTIONS Follow the Menu Path: IMG Quality Management QM in Logistics QM in procurement Define delivery block Click

Click

Update the Following fields Field Blocking function Short text

Description Key identifying the blocking function. E.g. Enter 06 Text of the key.

E.g. Blocking Purchase order & GR Check box to block quote raising. E.g. Leave it blank Check box to block source determination by the system. E.g. Leave it blank Check box to block raising PO. E.g. Tick this check box. Check box to block GR. E.g. Tick this check box. Click Save .

Impact of this configuration in Master Data / Transaction

Delivery blocking created here can be used in the QI info record to block any vendor material combination.

5. Define catalog types BACKGROUND This configuration setting enables to define the catalog type. Catalog can be defined as the key to indicate the usage of codes. Codes are used to supply the value for qualitative characteristics during result recording. E.g. codes A OK B NOT OK can be defined under catalog. Standard SAP system uses the catalog number 1 to indicate the codes for result recording, named as Attributive. There are different working area where this codes are required. SCENARIO Discuss the standard catalog types. INSTRUCTIONS Follow the Menu Path: IMG Quality Management QM Planning Basic data Catalog Define catalog types Click

Select Usage decisions. I.e. code 3 by clicking the grey box in the left. Click

Tick in the check box Selected sets indicates that the selected set can be created to this catalog.

No settings are to be done.

Impact of this configuration in Master Data / Transaction

While creating codes or selected sets to be used for usage decision, it is to be created under catalog type 3. This is client level settings.

6. Define default values for control indicators BACKGROUND This configuration setting enables to define the default values for control indicator. Control indicator is used in Inspection characteristics creation. Control indicator specifies the requirement of Sampling procedure SPC relevancy Result recording method Characteristics type Requirement of specifications Defining dependency of a characteristics Defining control key will minimize the effort in inspection characteristics creation. SCENARIO Create a control indicator to define Quantitative characteristics, Upper and lower limit are required, Summarized result recording

 Mandatory characteristics Documentation if rejected. INSTRUCTIONS Follow the Menu Path: IMG Quality Management QM Planning Basic data Inspection characteristic, inspection method Click

Click Update the Following fields Field Description

IndCkey QuanChar

FixedInd

Short Text

Control key indicator identifying the control key. E.g. Enter 9999 Check box specifying whether this is quantitative characteristics. E.g. Tick this check box If this check box is ticked, parameter set through this indicator are fixed, can not be changed. E.g. Tick this check box. Short text indicating the control indicator. E.g. Qty,Summari,Req,Docif Rej.

Click

Select radio button and tick the check box as shown above. Click

Select radio button and tick the check box as shown above Click Click Save .

Impact of this configuration in Master Data / Transaction

When creating MIC, this control indicator can be maintained to maintain the parameters automatically.

7. Define Sample Type BACKGROUND This configuration setting enables to define the sample type. Sample type will decide the type of sample to be created when creating inspection lot. There are four types of sample defined in the system. Fixed sample Percentage sample 100 % sample Sampling scheme This setting will define how the sample is to be calculated for inspection. No special settings are required to be done. Standard SAP setting will meet the requirement. SCENARIO Discuss Sample determination. INSTRUCTIONS Follow the Menu Path: IMG Quality Management QM Planning Basic data Sample, SPC Define sample determination

Click

Double click

Select Fixed sample Click

Field Sampling type Short text

Description Number defining sampling type Short text of sampling type Radio button defining the sampling to pick from sampling scheme Radio button defining the sampling type as fixed sample Radio button defining the sampling type as percentagebased sample Radio button defining the sampling type as 100% inspection Check box to block the usage.

If created newly, select appropriate radio button and Click Save .

Click

Impact of this configuration in Master Data / Transaction

This sampling type will be referred in the sampling procedure creation.

8. Rule for sample determination BACKGROUND Determination of sample with sample rules is activated through the function module written by SAP. If any sampling type to be created, sample determination along with your own function module has to be activated. No settings are required to be done in this setting. Let us discuss it. SCENARIO Discuss the rule for sample determination screen details. INSTRUCTION Follow the Menu Path: IMG Quality Management QM Planning Basic data Sample, SPC Define sample determination Click

Double click

Select Fixed sample Click

Settings are defined by SAP. Function module mentioned here will do the required calculation to determine the sample. Click

9. Define valuation mode BACKGROUND This configuration setting enables to define the valuation mode. After completing the result recording, system will perform the valuation of the entered results. This can be done either manually, or through the system automatically Valuation mode will be mentioned in the sampling procedure master data. SCENARIO Discuss the standard valuation mode. INSTRUCTIONS Follow the Menu Path: IMG Quality Management QM Planning Basic data Sample, SPC Define valuation mode Click

Double click

Select Click

Field

Description While making the valuation for a sample, acceptance number and number of non confirming units are compared and valuated While making the valuation for a sample, acceptance number and number of defects are compared and valuated Valuation is done with Kfactor

Valuation rule

Valuation is done according to the codes in the selected set Manual valuation. No automatic valuation is done. Used along with the sampling scheme. Valuation done according to the sampling scheme. Valuation is done according to the limits. Acceptance using control chart. Mainly used in SPC. Valuation rule selected according to the valuation. Tick this check box if this valuation mode is to be blocked. E.g. Leave this blank

Impact of this configuration in Master Data / Transaction

While creating a sampling procedure, valuation mode has to be assigned to it. According to the valuation mode, while making valuation after result recording, system will valuate the inspection lot.

10.

Valuation Rule

BACKGROUND This configuration setting enables to define the valuation rule. Valuation rule controls the valuation of inspection lot. Valuation rule is assigned to the valuation mode which in turn assigned to the sampling procedure. Function module created by SAP with relevant ABAP codes is assigned to each valuation rule. No settings are to be done. SCENARIO Discuss the valuation rule. INSTRICTION Follow the Menu Path: IMG Quality Management QM Planning Basic data Sample, SPC Define valuation mode Click

Double click

Select

Click

Note the following:Appropriate check box is ticked and the function module containing the relevant codes is assigned to it. Click

11.

Assign Task list type to Material type

BACKGROUND This configuration setting enables to assign the task list type to material type. Task list in QM refers to Inspection plan. Every material should have inspection plan if it is to be inspected in SAP system. Activating or deactivating creation of inspection plan to specific material type can be done with this configuration setting. E.g. creation of inspection plan to Engineering spares can be restricted. SCENARIO Assign inspection plan to only required material type. INSTRUCTIONS Follow the Menu Path: IMG Quality Management QM Planning Inspection Planning General Assign task list types to material types Click

Click Update the Following fields Field Task list type Material Type Description Key identifying Task list type. Enter Q Key identifying material type. E.g. Enter material type from the available entry.

Click Save

Impact of this configuration in Master Data / Transaction

Unless this is maintained, inspection plan to that material type can not be created.

12.

Define task list usage

BACKGROUND This configuration setting enables to define the task list (Inspection plan) usage. Inspection carried out for different requirements as below Goods receipt Goods issue Manual inspection Customer returned items inspection Shelf life expiry product inspection Each of the above requirement should have the inspection plan mentioning that usage. It has a link to Dynamic modification which is changing the quality level. SCENARIO Discuss the Task list usage. INSTRUCTIONS Follow the Menu Path: IMG Quality Management QM Planning Inspection Planning General Define Task list usage

Click

Simple text entry linking usage and Dynamic modification criteria

Impact of this configuration in Master Data / Transaction

Usage created here will be mentioned in the inspection plan header screen. This usage is also mentioned in the inspection type settings.

13.

Define Task list status

BACKGROUND This configuration setting enables to define the task list (Inspection plan) status. Task list status defined in combination with usage of task list will indicate whether Released Released for costing Consistency check is to be carried out

SCENARIO Discuss task list status defining. INSTRUCTIONS Follow the Menu Path: IMG Quality Management QM Planning Inspection Planning General Define Task list status Click

Update the Following fields Field Status Description RelInd Costing Cons.Chk

Description Number identifying the status Description of the status Release Indicator. If this check box is ticked, then it can be used to create inspection lot. If this check box is ticked, it is relevant to costing. Consistency check will be carried out automatically if this check box ticked.

If creating new entries, after making the relevant entry, Click Save Click .

Impact of this configuration in Master Data / Transaction

While creating the inspection plan, in the header, status has to be maintained.

14.

Inspection Type

BACKGROUND This configuration setting enables to define the inspection type. Inspection type is essential to create inspection lot. Inspection type is defined with inspection type origin. Inspection type identifies the type of inspection while creating the inspection lot. Example: Inspection from Production Inspection for items received from vendor Inspection for customer returned item

SCENARIO Discuss the inspection type. INSTRUCTIONS Follow the Menu Path: IMG Quality Management Quality inspection Inspection lot creation Maintain inspection types Click

Select Click

Note: - To create new entry, click

Now let us discuss the standard inspection type 04. Update the following required and optional fields Field Description Inspection type Number identifying the inspection type. Description Description of the inspection type. Physical sample type Physical sample to be drawing in case of physical sample

UD Selected set Recording view Notification type Task list usage

management. Selected set group to be used during UD. View of result recording screen. Notification type to be created while creating notification during result recording. Task list usage identifying the task list.

Click

if you are creating new entry

Impact of this configuration in Master Data / Transaction

Inspection type created here (04) can be mentioned in the material master to activate the inspection type of Goods Receipt from Production.

15.

Assign Inspection type to Lot origin

BACKGROUND Inspection lot origin is defined by SAP to identify the different inspection sources. Inspection type origin is responsible to create the right inspection type according to the movement. No inspection lot origin can be created, it is predefined by SAP. Only inspection type can be created and it has to be assigned to the right inspection lot origin. SCENARIO Assign inspection type 04 to the inspection lot origin 04. Standard SAP settings are sufficient. INSTRUCTIONS Follow the Menu Path: IMG Quality Management Quality inspection Inspection lot creation Maintain inspection lot origin and assign inspection type Click

Select Double Click

To assign new inspection type to this inspection lot origin, click . We are going to discuss the existing set up.

Following are the field details:Field Description Var Running serial number inside the inspection lot origin 04 Insptype Number identifying the inspection type. Click if you create new entry, else click screen. to quit this

Impact of this configuration in Master Data / Transaction

Inspection type has to be assigned to inspection lot origin. It is mandatory requirement to activate the inspection type.

16.

Define default values for inspection type

BACKGROUND This configuration setting enables to define the default values for inspection type. Inspection type contains parameters like To post to inspection stock, To use material specification or inspection plan Whether auto UD is allowed Lot creation control The above parameters are maintained in this settings. SCENARIO Discuss default values of inspection type 04. Normally standard settings are sufficient. INSTRUCTIONS Follow the Menu Path: IMG Quality Management Quality inspection Inspection lot creation Define default values for inspection type Click

To create new entries click standard setting Select Click

, we shall discuss the

Following are the field details:Field Inspection type Description Mention the inspection type already created. If this check box is ticked, inspection plan will be mandatory to process the lot. If this check box is

ticked, material specification will be mandatory to process the lot. While creating the inspection lot, inspection plan will be assigned automatically. With this indicator, characteristics based result recording is done. Sampling procedure specific to this inspection type. Dynamic modification rule can be mentioned at inspection type level. If this check box is ticked, stocks will be posted to Quality stock first. Control specifying how the inspection lot is to be generated during each material receipt. Each material document item - will generate lot for every GR.*** If auto UD is required, this check box must be ticked. *** Other possible entries to control inspection lot creation are:-

For each order item, batch and Sloc Inspection lot will be created once for each PO item For each material, batch and Sloc Inspection lot will be created for each material of PO, batch and Sloc For each material document, material, batch and Sloc Inspection lot will be created for each document, batch and storage location level For each material document item Inspection lot will be created for each material document level. Early lot creation for the order item An inspection lot will be created when the production order or process order is released.

Impact of this configuration in Master Data / Transaction

When maintaining inspection type 04, all these default settings will be active.

17.

Deactivate inspection for a goods movement

BACKGROUND This configuration setting enables to activate or deactivate the creation of inspection lot with respect to the movement type. Though inspection type is activate at material master level, there is a control to create inspection in the movement type. If for certain movement say storage location to storage location transfer (movement type 311), no inspection lot needs to be created; it can be deactivated. SCENARIO Deactivate inspection for movement type 311. I.e. stock transfer from one storage location to another storage location. INSTRUCTIONS Follow the Menu Path: IMG Quality Management Quality inspection Inspection lot creation Inspection for Goods Movements Click

Double click

Click

Click

Tick the check box to deactivate QM for this movement type. Now NO inspection lot will be created for movement type 311 even if the inspection type 08 is active in the material master. Click

Impact of this configuration in Master Data / Transaction

During 311 movement, though inspection type 08 is active in the material master, no inspection lot will be created.

18.

Define inspection in Plant Maintenance

BACKGROUND This configuration setting enables to define inspection in plant maintenance. Plant maintenance inspection is required for equipment calibration. PM and QM modules are integrated through the equipment calibration. Inspection type 14 is used for equipment calibration. This inspection type has to be mentioned for the combination of plant and order type. SCENARIO Define PM inspection for plant IND6. INSTRUCTIONS Follow the Menu Path: IMG Quality Management Quality inspection Inspection lot creation Define Inspections in Plant Maintenance. Click

Inspection type 14 is to be mentioned for Plant and PM order type combination.

Click

Impact of this configuration in Master Data / Transaction

Inspection lot will be created for equipment to be calibrated with inspection type 14.

19.

Define Recording configuration

BACKGROUND This configuration setting enables to define result recording configuration. During result recording, the sequence is Record result for characteristics Select all characteristics Evaluate all characteristics Close all characteristics. Once the result recording is done, from the next step, according to the user requirements, some navigational convenience and automation of evaluation, closing of characteristics can be done through this configuration setting. SCENARIO Discuss the standard setting. INSTRUCTIONS Follow the Menu Path: IMG Quality Management Quality inspection Result recording Define Recording configuration Click

Select Click

By ticking the appropriate required check boxes those functions are activated to this Recording configuration key 3. As the each items are self explanatory, it is not further explained here. Normally no settings are required to be done here. Note: - in the plant level basic settings, AUTOMATIC CLOSE is maintained for IND6 plant. This will automatically close the characteristics on pressing enter after the result recording.

Impact of this configuration in Master Data / Transaction

During result recording screen, appropriate setting can be set as shown below.

Through the menu path SettingsUser settings..

Here one can see all the possible entries created with this configuration setting. Appropriate setting will help the user to navigate according to his requirement.

20.

Define filter for Inspection Characteristics

BACKGROUND This configuration setting enables to define the filtering criteria to select the characteristics during result recording. While recording the result, filtering of characteristics can be done according to the user requirements. Only the required characteristics will be displayed with this filter. SCENARIO Discuss the setting related to filter for Inspection characteristics. Normally standard SAP settings are sufficient. INSTRUCTIONS Follow the Menu Path: IMG Quality Management Quality inspection Result recording Define Filter for Inspection Characteristics. Click

Select Click

Transaction code to which this setting is applicable Counter number to have number of filtering criteria - Description of this filter setting. Appropriate check boxes are ticked according to the requirement. Since it is self explanatory, it is not discussed here in detail.

Impact of this configuration in Master Data / Transaction

In the beginning of result recording transaction, char filter are, required filter can be selected. E.g. for transaction QE02, there are four filter set. During the transaction appropriate filter can be selected from the display.