4HANA QM Basic Configuration Guide

QM Configuration Guide
Prepared by: ARUN V U

Table of Contents
Quality Management: Configuration Guide ................................................................................................ 3

1 Basic Settings ....................................................................................................................................... 4
1.1 Maintain Settings at Client Level .............................................................................................. 5
1.2 Maintain settings at Plant Level ................................................................................................. 6
2 QM in logistics ................................................................................................................................... 10
2.1 Define Control keys for Procurement ...................................................................................... 11
2.2 Define Keys for Certificate Processing.................................................................................... 14
2.3 Define Number Ranges for certificate Receipt ........................................................................ 16
2.4 Define Delivery Block ............................................................................................................. 17
3 Quality Planning ................................................................................................................................ 18
3.1 Define Defect Classes .............................................................................................................. 19
3.2 Define Catalog types ................................................................................................................ 21
3.3 Edit Code Groups and Codes ................................................................................................... 22
3.4 Edit Selected Sets..................................................................................................................... 24
4 Inspection Characteristic .................................................................................................................... 25
4.1 Define Default Values for Control Indicators .......................................................................... 26
4.2 Define Characteristic Weights ................................................................................................. 31
4.3 Define Number Ranges for characteristics & Inspection Methods .......................................... 33
4.4 Define Inspection Sample Determination ................................................................................ 35
5 Inspection Planning ............................................................................................................................ 41
5.1 Assign Task list to Material Types .......................................................................................... 42
5.2 Define Task list usages ............................................................................................................ 43
5.3 Define Task List Status ............................................................................................................ 44
5.4 Define Planner Group .............................................................................................................. 45
5.5 Maintain Profiles for Default Values ....................................................................................... 46
5.6 Maintain Parameters for Task List Type ................................................................................. 48
5.7 Maintain Number Ranges for Inspection Plans ....................................................................... 49
5.8 Define Inspection Points .......................................................................................................... 50
5.9 Define Control Keys for Inspection Operations ...................................................................... 53
6 Quality Inspection .............................................................................................................................. 55
6.1 Maintain Inspection Types....................................................................................................... 56
6.2 Maintain Inspection lot Origins & Assign Inspection types .................................................... 59
6.3 Maintain Number Ranges ........................................................................................................ 61
6.4 Define Default Values for Inspection type .............................................................................. 62
6.5 Inspection for Goods Movements ............................................................................................ 64
6.6 Define Inspection for Manufacturing order ............................................................................. 65
6.7 Define Confirmation Parameters for Production ..................................................................... 68
6.8 Define Inspections in Plant Maintenance ................................................................................ 70
Prepared by: Arun V U

7 Quality Notification ........................................................................................................................... 71
7.1 Define Notification Types ....................................................................................................... 72
7.2 Maintain Catalogs .................................................................................................................... 74
7.3 Define Catalog Profile ............................................................................................................. 76
7.4 Maintain Catalog & Catalog Profile for Notification Type ..................................................... 78

Quality Management: Configuration Guide

1 Basic Settings

1.1 Maintain Settings at Client Level
Use
In this step, you set the Controlling functions for QM Component in the Client. These controls relate to
different components in the QM component; for technical reasons they are collated in a single table.
Procedure
To carry out the activity, choose one of the following navigation options:
Title/Organisational
Maintain Settings at Client Level
Area
IMG Menu Quality Management  Basic Settings  Maintain Settings at
Client Level
Transaction Code SPRO

1.2 Maintain settings at Plant Level
Use
In this step, you can define and supplement several central controlling functions at plant level. These
controlling functions relate to the planning and implementation of quality inspections; for technical
reasons they are collated in one table. The functions you want to use for quality inspections determine
which settings are relevant for your requirements.
Procedure
Maintain Settings at Plant Level
Area
IMG Menu Quality Management  Basic Settings  Maintain Settings at
Plant Level

2 QM in logistics

2.1 Define Control keys for Procurement
Use
In this step, you can define the control keys for QM in procurement. The Keys control the procurement
functions such as Vendor Release required with info record, Block of Invoice without UD, Certificate
requirements, Source Inspection Application & Control during procurement & Goods Receipt, Technical
delivery terms, Quality agreements requirements, message control at Procurement block etc. The control
keys in the material master are defined at plant level.
Procedure
Define Control Keys
Area
IMG Menu Quality Management  QM in Logistics  QM in
Procurement  Define Control Keys

2.2 Define Keys for Certificate Processing
Use
In this step, you define certificate types for quality certificates and the controlling functions linked to the
certificate type for QM in procurement. The Certificate type controls the Options for processing at the
time of GR, Stock Posting Control etc. The certificate type is stored in the material master at plant level.
Procedure
Define Keys for Certificate Processing
Area
Procurement  Define Keys for Certificate Processing
Define Certificate Types

2.3 Define Number Ranges for certificate Receipt
Define Number Ranges for Certificate Receipt
Area
Procurement  Define Keys for Certificate Processing
Define Number Ranges for Certificate Receipt

2.4 Define Delivery Block
Define Delivery Block
Area
Procurement  Define Delivery Block

3 Quality Planning

3.1 Define Defect Classes
Use
In this step, you define the defect classes that are used to evaluate the defects qualitatively on the basis of
the defect consequences. The defect classes are linked to the defect types and can be used for defect
analysis.
Procedure
Define Defect Classes
Area
IMG Menu Quality Management  Basic Data Catalog Define
Defect Classes

3.2 Define Catalog types
Use
In this step, you can define the terminology catalogs and catalog languages you need, in addition to those
contained in the standard system. The catalog types are used in various functions such as defect
recordings, notifications Data, activities etc.
Procedure
Define Catalog Types
Area
Catalog Types

3.3 Edit Code Groups and Codes
Use
In this step, you maintain the catalogs you require for the inspection characteristics. The SAP Standard
catalogs are usually delivered with the standard system. The catalog type defines the Area of Usage and
the Code group represents the Group of a set of unique codes for use during various activities & Events
such as Results recording, Usage Decisions, Defect recording etc.
Procedure
Edit Code Groups and Codes
Area
Catalog TypesEdit Code Groups and Codes
Transaction Code QS41
FOR USAGE DECISION ISSUE (QS41 | Maintain Catalogs | Prompt for Customizing request
|2455279): https://apps.support.sap.com/sap/support/knowledge/en/2455279

3.4 Edit Selected Sets
Use
In this step, you can define the selected set codes required for Inspection and decisions. Selected set is a
unique type of Catalog with usage only in Attributives for Qualitative characteristics and Usage
decisions Applications. Selected sets are maintained at Plant level.
Procedure
Edit Selected Sets
Area
Catalog Types Edit Selected Set
Transaction Code QS51

4 Inspection Characteristic

4.1 Define Default Values for Control Indicators
Use
In this step, you define control keys for the attributes of inspection characteristics. The control key is
used to propose or predefine the control indicators for the master inspection characteristics and
inspection plan characteristics. After you have specified in the control key whether or not the indicators
will be predefined and whether the characteristic is quantitative or qualitative, you must define various
characteristic attributes.
Procedure
Define Default Values for Control Indicators
Area
IMG Menu Quality Management  Quality Planning Inspection
Characteristic, Inspection Method Define Default Values for
Control Indicators

4.2 Define Characteristic Weights
Use
In this step, you define the characteristic weights. The weight classes for the characteristics can be
designed according to any desired criteria. For each weight class, you can specify a weight factor that
determines whether a skip will be allowed for a characteristic belonging to this particular weight class.
The characteristic weights can also be used to calculate the quality score.
Procedure
Define Characteristic Weighting
Area
Characteristic, Inspection Method Define Characteristic
Weighting

4.3 Define Number Ranges for characteristics & Inspection Methods
Use
In this step, you maintain the number ranges for inspection characteristics and inspection methods. The
Number ranges are defined at plant level.
Procedure
Define Number Range
Area
IMG Menu Quality Management  Quality Planning Basic Data 
Inspection Characteristic, Inspection Method Define Number
Range

4.4 Define Inspection Sample Determination
Use
The sampling type defines the basic conditions for determining the sample size for each inspection characteristic. A
distinction is made between certain basic forms, such as:
 100% inspection
 Fixed sample
 Percentage sample
 Sample according to the sampling scheme
Define Inspection Sample Determination
Area
IMG Menu Quality Management  Quality Planning Basic Data 
Sampling, SPC  Define Inspection Sample Determination

5 Inspection Planning

5.1 Assign Task list to Material Types
Use
In this step, you specify which material types can be inspected using inspection plans. The task list types
to material type assignment links weather an inspection plan can be created for a material or not.
Procedure
Assign Task List Types to Material Types
Area
Planning  General Assign Task List Types to Material
Types

5.2 Define Task list usages
Use
In this step, you can define task list usages. With the task list usage, the system can find an appropriate
task list for a certain inspection type.
Procedure
Define Task List Usages
Area
Planning  General  Define Task List Usages

5.3 Define Task List Status
Use
In this step, you can define the task list status that is used in the logistical task lists (inspection plan,
reference operation set, routing,). The status controls the following functions in the QM application
component: Release for use, Release for Standard Cost Estimate, Consistency check etc.
Procedure
Define Task List Status
Area
Planning  General  Define Task List Status

5.4 Define Planner Group
Use
In this step, you define planner groups per plant. A planner group is a group of people responsible for the
maintenance of Inspection plans. You can use the planner group as a selection criterion for task list
selection.
Procedure
Define Planner Group
Area
Planning  General Define Planner Group

5.5 Maintain Profiles for Default Values
Use
When you maintain an inspection plan, you can enter a profile identifier. The values in this profile are
proposed when you create a new inspection plan or plan object (header, operation, characteristic). You
can retain or overwrite this data.
Procedure
Area
Planning  General  Maintain Profiles for Default Values

5.6 Maintain Parameters for Task List Type
Use
In this step, you assign number ranges to the task list types.
 You can also activate the creation of change documents option for each task list type
Procedure
Area
Planning  General  Maintain Parameters for Task List
Type

5.7 Maintain Number Ranges for Inspection Plans
Use
In this step, you maintain the number ranges for the task list groups associated with the following task
list types:
 Inspection plans
Procedure
Area
Planning  General  Maintain Maintain Number Ranges
for Inspection Plans

5.8 Define Inspection Points
Use
In this step, you can define Inspection Points. The inspection points define the Identification, Default
values for evaluating the inspection points, Function modules for generating the inspection points. In
addition you can also define the User fields along with the date & time for identification of the
inspection points as well as the total no of points for characteristic summarization as well as if last
inspection sample is to be made valid.
Procedure
Define Identifier for Inspection Points
Area
Planning  General  Define Inspection Points

5.9 Define Control Keys for Inspection Operations
Use
In this step, you define the control keys for the inspection operations. The control key influences the
planning and processing of an inspection operation in several ways.
Procedure
Define Control Keys for Inspection Operations
Area
Planning  Operation Define Control Keys for Inspection
Operations

6 Quality Inspection

6.1 Maintain Inspection Types
Use
In this step, you maintain the inspection types and the controls associated with the inspection type. The
inspection type controls the type of inspection, Task list usage during inspection Plan assignment,
Notification type generation with single or multiple, Print controls, UD Selected set etc.
Procedure
Maintain Inspection Types
Area
IMG Menu Quality Management  Quality Inspection Inspection Lot
Creation Maintain Inspection Types

https://apps.support.sap.com/sap/support/knowledge/en/2530939
For Inspection Type 03

UD Selected Set is assigned in in Customizing under Quality Management -> Basic Settings ->
Maintain Settings at Plant Level in subfolder Inspection Type-Specific Settings for a Plant, these settings
will overrule the settings you made for the inspection type.

6.2 Maintain Inspection lot Origins & Assign Inspection types
Use
In this step, you define the inspection lot origin-dependent controls. The inspection lot origins are
predefined in the system. You cannot define your own inspection lot origins. However, for each
available inspection lot origin, you must define the following parameters: Inspection type, Number
range, Available dynamic modification criteria , Task list type, Inspection plan status etc.
Procedure
Maintain Inspection Lot Origins and Assign Inspection Types
Area
Creation Maintain Inspection Lot Origins and Assign
Inspection Types

All custom Inspection Type defined has to be assigned here.

6.3 Maintain Number Ranges
Use
In this step, you determine the number ranges for the inspection lots. These number ranges are stored in
the inspection lot origin; they apply to the entire client.
Procedure
Define Default Values for Inspection Type
Area
Creation Maintain Number Ranges

6.4 Define Default Values for Inspection type
Use
In this step, you define default values for a material's inspection setup. You can define different
inspection lot processing sequences for individual materials or material groups by changing the default
values for the inspection types in the material master. The Default values define the following:
Inspection variant i.e. weather a task list or a Material specification can be used for Inspection, Results
recording is allowed, Serial Nos. possible, Sample management control, Inspection Lot Control,
Inspection Lot Completion etc.
Procedure
Define Default Values for Inspection Type
Area
Creation Define Default Values for Inspection Type

6.5 Inspection for Goods Movements
Use
In this step, you control the creation of inspections for goods movements or other inventory postings. For
the system to be able to create an inspection lot for a goods movement, the appropriate inspection lot
origin must be entered in the update view for the movement type. You can deactivate the creation of
inspection lots in an additional view.
Procedure
Inspection for Goods Movements
Area
Creation Inspection for Goods Movements

6.6 Define Inspection for Manufacturing order
Use
You or the system can create inspection lots for the following methods of production:
 Production orders
Inspection lot origin 03 <- task list type N (routing)

Inspection lot origin 03 <- task list type M (rate routing)
You can define several inspection types for an inspection lot origin and activate them in the
inspection setup for the material. The system chooses an active inspection type during
inspection lot creation based on the following order:
1. The inspection type is determined using a special rule. It can be determined, for
example, for inspection lot origin 01 from the quality infomation record, or for
inspection lot origin 03 from the order type.
2. If there is no special rule and the indicator Preferred Inspection Type is set, the
system chooses this preferred inspection type for the corresponding inspection lot origin.
3. If the indicator Preferred Inspection Type is not set for any of the inspection types for
the inspection lot origin, the system chooses the inspection type that was assigned to the
inspection lot origin as variant 01.
If the chosen inspection type is not active, no inspection lot is created.
Procedure
Define Inspections for Manufacturing order
Area
Creation Define Inspection for Manufacturing order

6.7 Define Confirmation Parameters for Production
Use
You define the confirmation parameters per plant and order type.
 Checks
Via the checks you can specify:
o What is to happen if the sequence of operations is not adhered to in the confirmation, or
o What is to happen if you want to confirm a larger quantity than was confirmed for the
previous operation
You can choose between a termination message, an error message, a warning message,
and an information message
o Whether the total confirmed quantity of an operation is to be checked against an under-

or over delivery tolerance in the order header.
o Which influence a QM results recording has on the confirmation.
o Whether dates (such as the posting date, end of execution time, etc.) are allowed to be
entered as dates lying further in the future than the time of entry.
Procedure
Define Confirmation Parameters
Area
IMG Menu Production  Shop Floor Control Operations
Confirmation  Defne Confirmation Parameters
Transaction Code OPK4

6.8 Define Inspections in Plant Maintenance
Use
In this step, you make the settings for plant maintenance inspections, for example, for calibration
inspections of test equipment.
Procedure
Define Inspections in Plant Maintenance
Area
Creation Define Inspections in Plant Maintenance
YBA3 should be the Calibration Order Type

7 Quality Notification

7.1 Define Notification Types
Use
In this step, you define the quality notification types. Each notification type has a reference to a
notification category and an origin. The category of a notification is fixed, based on the origin of the
notification. It is possible to create quality notification types for the following origins
 Customer complaint
 Complaint against a vendor
 Internal problem notification
Procedure
Define Notification Types
Area
IMG Menu Quality Management  Quality Notifications Notification
Type  Define Notification Types

7.2 Maintain Catalogs
Use
In this step, you can define the terminology catalogs and catalog languages you need, in addition to those
contained in the standard system. The catalog types are used in various functions such as defect
recordings, notifications Data, activities etc.
Procedure
Maintain Catalogs
Area
Content Maintain Catalogs
 Define Catalogs  Edit Catalogs

7.3 Define Catalog Profile
Use
In this step, you can define the Catalog Profile for Notifications. The catalog profile contains all the
catalog types as well as the catalogs that can be used in the area of Notifications. You specify which
catalogs and code groups from the individual catalogs should be used for the notifications, the type of
system message that will be issued, if you do not adhere to the assigned catalog profile as well as which
class in class type “015” should be proposed for the classification of the notification items.
Procedure
Define Catalog Profile
Area
Content Define Catalog Profile

7.4 Maintain Catalog & Catalog Profile for Notification Type
Use
In this step, you can maintain Catalog & Catalog profile for a Notification Type. Catalog profile is
assigned to Notification type and individual Catalogs are chosen for various applications
Procedure
Catalog and Catalog profile for Notifiation type
Area
Content Catalog and Catalog profile for Notifiation type


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QM Configuration Guide

Prepared by: ARUN V U

Quality Management: Configuration Guide ................................................................................................ 3

Prepared by: Arun V U

Prepared by: Arun V U

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 Sample according to the sampling scheme

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Inspection lot origin 03 <- task list type N (routing)

If the chosen inspection type is not active, no inspection lot is created.

Prepared by: Arun V U

Via the checks you can specify:

o What is to happen if the sequence of operations is not adhered to in the confirmation, or

o Whether the total confirmed quantity of an operation is to be checked against an under-

o Which influence a QM results recording has on the confirmation.

Prepared by: Arun V U

YBA3 should be the Calibration Order Type

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