SAP QM Master Data

QMT140 Quality Master Data
Introductions
Agenda
1. Welcome & Introductions
2. Quality Management (QM) Overview
3. Manage QM Master Data
4. Manage Quality Info Records (QIRs)
5. QM Reports
6. Summary
1
Course Objectives
After completing this course, you will be able to:
– Create, change, and track changes to QM master data
– Create, change, and track changes to the Q-info record
– Generate QM reports
2
Ground Rules and Logistics
Attendance - Sign In Logistics

Please ensure you have – Emergencies
signed the Training • Alarms
Attendance Sheet. • Stairwells/Exits
– Restrooms
– Break Areas
Ground Rules Expectations

All cell phones and – Introduce the training materials
pagers must be turned off
during the class.
“Parking Lot”
3
Course Format
Tell me Concepts
– Instructor-delivered information you need to
know to successfully perform job-related tasks
Show me Demonstrations
– Demonstrations of job-related tasks performed
in SAP
Let me Exercises Show Me

– Student practice tasks performed in the
(program name) solution Let Me
Help me Help/Handouts
– Training tools to assist you back on the job
4
Assessments
At the end of the course, there will be a ten question assessment:
– The passing score is 80% (8 out of 10 correct)
– You can use your training materials as reference
5
Agenda
5. QM Reports
6. Summary
6
Quality Management (QM) Overview
Lesson Objectives
Upon the completion of this lesson, you should be able to:
– Describe the Quality Management (QM) process in (program name)
– Define key (program name) terms and concepts relevant to performing QM
– Explain integration points between QM and Procurement, Planning, Production,
Inventory/Warehouse Management and Finance
8
(program name) Process Scope
Process Sub-process
Planning and Manufacturing Perform short, medium, and long range production planning
Execution Schedule and execute production
Plan and maintain production related data, and reporting parameters
Control and report production operations
Procurement Maintain supplier certification and monitor performance
Create and maintain purchase requisitions, and purchase materials
Create and manage supplier contracts
Create Supplier Network Collaboration Hub
Quality Management Perform incoming quality assurance, and manage product disposition
Determine discrepant material disposition
Inventory & Warehouse Receive and put away materials – supplier, non supplier
Management Manage inventory storage and movement
Manage consignment materials and inventory program
Plan and manage shipping
Finance Support product costing
Manage multiple valuation situations
Invoice verification & accounts payable
Master Data Manage product obsolescence
Maintain product related data
9
System Benefits
Automated cycle time metrics
Traceability of materials in SAP
Common definition of requirements for (name of site) sites
Standard SAP among (name of site) sites
Optimized workflows
Real time information
Data handling by electronic means
Compliance with 21 CFR Part 11
10
The (program name) Process Map (Top Level)
Control & Report Goods Issue
Production Operations To production 1
Support Product Costing

Manufacturing
Execution
Demand Perform Demand Input Perform Production Schedule
Plan Execute Production Perform Overhead
& Supply Planning Planning Production
Accounting & Allocation
5
Supply Area
replenishment Manage Line
3 Goods Issue
To sub-con Replenishments
5 External operation 4
Imperfection
Tracking
Manage Manage Supplier
Subcontractor Procure Materials Agreements
and Services Perform In-process
Manufacturing 6 Inspection
Goods Issue
Create & Maintain
Manage Supplier To shipments
Purchase Requisitions
Managed Inventory
Final Inspection / 2
Disposition
Receive Material -
non suppliers 1
Manage Lots/Batches
Receive Materials & Services 2 Miscellaneous
Quality Processes Process Sales Order
3
Perform Receiving
Receive and Put Away Inspection Calculate Order Price
Product 1
Recurring
Inspection /
Samples Pick Order
1
Manage Inventory, Storage & Discrepant Material
Movement 2 Disposition
3
Pack Order
4
Maintain Approved Suppliers Purchased Material
Disposition
Billing for Sales Order Item
6
Perform Transaction
Enable Payment
Processing
Maintain New Product Code Maintain Production Related Maintain Suppliers Related Maintain Customer Master
Master Data
Registration Data Data Related Data
Planning and Inventory / Execution

Procurement Quality Finance
Manufacturing Warehouse Mgt Operations
QM – High Level Process Integration Diagram
Recurring Inspection
Procurement: Intervals
- Purchase Orders
-Subcontracting Batch Expiry
Inventory: Nonconformance Vendor Block / Un-Block

- Goods movement
First Article Inspection
Materia
Purchase Orders / NC’s impacting l
Incoming Batch Batches & Setting
Vendors s Recurring Inspection: Lot
Expiring/ed Materials
Perform Miscellaneou Batches Restricted
Receiving s Quality Vendor Block/Un-Blocked
Inspection Processes
In-Process Inspection First Article Inspection
of Material Batch established / dropped
Discrepant
Material Plant, Material, and Retained Sample
Management
Manufacturing: Disposition Vendor Controls
- Work Orders X
- Order Status Perform In-
Process
Inventory:
- Goods movement Inspection Final
Y Inspection X
Raw Material /
Component Disposition
Semi-finished available for
materials production
available for Imperfection
Finished Product
production Y X Batches available Tracking
for Disposition
Manufacturing: WIP QA Incoming: QA Manufacturing: Final QA Release

Release for Production / Disposition of material Hold/Quarantine, Scrap, for Production / Process Order
Process Order Rework, Re-inspect, Accept
Decisions Inventory: Update batch status
Vendor QA Scorecard input Calculate Expiry Date
Manufacturing at Risk
12Quarantine
Ship Under
Key Terms
Term Definition
Batch Management Batches are subsets of the total quantity of a material held in stock.
Batches are managed separately from other subsets of the same
material
Batch Status Indicates the availability of a specific batch for use. Comprised of two
statuses: restricted use and unrestricted use. Controls usability at the
batch level
Characteristic Values Product quality characteristic specifications that are measured for
QA purposes
Doc URLs Hyper link within inspection lots to access the controlled documents
in PLM System(i.e., OTIS).
13
Key Terms (cont’d)
Term Definition
Dynamic Modification A master data record that contains the definition of inspection
Rule(DMR) stages(Normal, Tightened, Reduced) and conditions that lead to
inspection stage changes
Goods Movement Physical or logical movement of materials leading to a change in
stock levels or resulting in the direct consumption of the material
Inspection Lot Batch of materials subject to quality inspection. Created to document
or trigger an inspection request and used to store inspection results
and usage decisions
Inspection Plan Describe the series of processing steps that take place to inspect or
test a material in order to sample and record results
Inspection type Determines when and how an Inspection Lot is to be created
14
Term Definition
Inventory Status Comprised of three statuses: Quality Inspection, Blocked Stock,
Unrestricted Stock. Controls usability at the inventory level.
Master Data Static data which represents things, rather than events
Master Inspection Describes what needs to be inspected and defines the testing
Characteristic (MIC) requirements for materials and products
Material Master A data record containing all the information required to manage a
material.
Posting Change Refers to a “bookkeeping” change (a change of information) about a
particular material or batch
15
Term Definition
Qualitative Attributive parameters
Quantitative Measurable Quantifiable data
Quality Info Record Record which gives information about the qualification status of a
(QIR) vendor based on a material/vendor/plant combination
Sampling Procedure Defines the rules for calculating the sample size for an inspection.
Sample Scheme A sampling plan which contains information about the sample size
for a specific lot size and defines how acceptance or rejection
decisions are made and why(ANSI/AQL).
Storage Location Area within a plant where materials are stored
16
Term Definition
Usage Decision Final SAP disposition of a material based on SAP results recording
of the quality inspection. Note: formal material GxP batch release is
conducted outside of SAP via specific company procedures.
Warehouse Area within a storage location where material is stored
17
(program name) Quality Management
(program name) deployment is implementing a basic and simple QM
configuration with minimal interfaces and enhancements
Fully leveraging existing product lifecycle management (PLM), non-conformance

(NC), and inspection systems
QM is established to support and standardize existing processes and terminology

across the (name of site) locations providing:
– Additional safeguards for QA in monitoring varied batch, material, vendor and order
statuses
– Additional controls over production/process orders
– Enhanced statuses for controlling batches (such as Manufacturing At Risk (MAR), Ship
Under Quarantine (SUQ), First Article Inspection (FAI)
– Automated processes (auto restrictions, HardStop, auto Usage Decision (UD)
– A direct systematic linkage and control for QA over the planning, movement, and
disposition of material
18
(program name) Quality Management – Key Features
Integration with inspection systems (LIMS)
Integration with Non-conformance systems (QERTS)
Manual integration with PLM systems
Direct-Ship scenarios and use of Advance Ship Notices
19
QM Integration with Materials Management
Triggers inspections for goods movements, for example, goods receipt
Blocks vendor actions (ordering, receiving, payments)
Manages the inventory of goods during the inspection and remains visible
for MRP planning purposes
Carries out batch determination using characteristic values from batches
(restricted/unrestricted) quality inspections
Monitors the shelf-life of batches and the deadline for recurring
inspections
Evaluates vendors on the basis of quality using quality scores from
audits, goods receipt inspections, and nonconformances
20
QM Integration with Production
Integrates inspection planning and work scheduling
Handles inspection characteristics and operations
Manages quality inspections for manufacturing orders
Triggers the creation of the finished goods inspection lot at the time of
order release
– There are exceptions where the inspection lot is triggered at the time of goods
receipt
Provides batch control when noncomformances exists
21
Quality Inspection Cycle
1. Maintain Master Data: The required data
created and maintained in the QM module
1
before a material or process is inspected
and the result of the inspection is recorded.
2. Inspection Trigger: The prerequisite SAP
transaction required to trigger the QM 5 2
process and initiate the inspection lots for Maintain
inspection. Usually this is a goods receipt
against an incoming shipment or a Master Data
production / process order release.
3. Inspect: Inspection, test, or examination of Usage
a material or documentation. Inspection and Quality Inspection
evaluation are performed externally to SAP. Decision
Inspection Trigger
4. Record Inspection Data: Recording of the
qualitative (pass/fail) and quantitative results
of the inspection in SAP. Specific
quantitative inspection results are recorded 4 3
outside of SAP. Defects or non-conforming
data are captured and managed in external
systems outside of SAP.
5. Usage Decision: Captures the decision on
disposition of the material, based on the
results of the inspection event(s). Record Inspect
Inspection Data
22
Master Data
Master data is data that is centrally stored and used across all SAP
application modules and all functional areas within (name of site).
Master data remains static over an extended period, and contains
information that is needed often and in the same form. It is required to
perform transactions such as results recording.
Org
Structure
Plant SAP SAP Document
Master Data Input Output

Inspection Plan
Transactions
Inspection Lot
23
Examples QM Master Data Uses
The following are examples of QM Master Data and their use:
– Triggers inspection lots giving quality control of batches
– Identifies where inspection is performed
– Provides planning data for inspection
– Provides re-inspection intervals
– Enables automatic usage decision
– Triggers first article inspection, dock-to-stock scenarios, and blocking of
vendor/material
– Provides data for sample management
– Supports the vendor evaluation process
24
Elements of an Inspection Plan
Defines how the inspection will occur
Made up of the following master data:
Material Master
MIC
Inspection Inspection
What Plan Lot
Work Center
Where
Sampling Scheme Sampling Procedure
How
(External to CR)
25
Sampling Procedure
Defines the rules on how a sample size is calculated and provides details
on how inspection characteristics are evaluated(attributive, Variable,
Manual) during results recording
26
Quality Information Record
Created for a specific material-
vendor-plant combination
Uses: Vendor
– Flag a material-vendor combination
as first-article inspection (FAI)
– Designate a material-vendor
combination as dock-to-stock (no
inspection)
– Block a material-vendor QIR
combination. Site Material
27
Inspection Lot Creation
Inspection lots are created each time a Quality inspection is required
– Request to a work center to carry out a quality inspection
Inspection lots can be created automatically or on demand
01 Goods Receipt for PO – Receiving/Incoming Insp

automatic
0101 Goods Receipt for PO – First Article Inspection

04 Goods Receipt from process order or the release of a
process order
09 Recurring Inspection of Batches
on demand
08 On-Demand (creation via QA01 – not stock relevant)

08 On-Demand (creation via MIGO_TR – stock relevant)
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Simple Inspection / UD Process Flow
GR In-coming
(01)
Posting
Change Notice
(WM)
Process Order
Inspection
Release (04)
Lot Trigger Transfer
Posting (IM)
GR Production Generate IL Batch Status

(04) Auto Record Stock Usage
Lot Work
Creation of Results Posting Decision
List
IL (QA32) (QA32) (QA32)
(QA33/QE72)
Stock Status
On Demand
(08)
Expiry Date
Note: 08 Inspection Lot Types are triggered by a manually initiated goods transfer
or a manual creation of an inspection lot.
IL Closed
Recurring
Abbreviations: Legend:
(09) GR – Goods Receipt (XXXX) Transaction
IL – Inspection Lot relevant for performing
IM – Inventory Management the activity
IT – Inspection Type
WM – Warehouse Management
29
Recording Results
The documentation of quantitative and/or qualitative results for inspection
performed
Criteria for results determination and documentation is
maintained/performed externally via legacy systems and processes
Recording Results allows you to:
– Record if the result(s) is acceptable or not
– Create a history of defects for the material, product or process
– Trigger notifications to external nonconformance systems of failures
– Perform UD
30
Usage Decision
Determines the final disposition on materials after the inspection process
is completed
Includes all materials

– Incoming
– Process/WIP
– Finished
31
Purpose of Usage Decision Process
Change the status of a material
– Move material from quality inspection (QI) stock to blocked stock or unrestricted
stock in the inventory system
Inventory Status Types

– Quality Inspection (QI): material quarantined pending QA decision on
status/disposition
– Blocked stock: used to isolate material from being used in the production
process or from being distributed
– Unrestricted stock: material available for use in production process and
available to be distributed
– Scrap: used to scrap material and charge the appropriate cost center. Material
is not available for planning or use.
32
Purpose of Usage Decision Process (cont'd)
Change the status of a batch
– Batch statuses control the entire inventory quantity assigned to the batch,
meaning a batch can have only one of two status types
Batch status types

– Unrestricted: the entire batch is available for use
– Restricted: the entire batch is unavailable for general use, certain ‘restrictions’
apply to the batch and manufacturing or distribution of a batch in this status is
limited
Closes the inspection lot record in SAP
33
Set the Stage - Stock Status
Stock status Definition
Unrestricted Available; approved
Blocked Not available
Quality Inspection Not tested; under testing
34
Key Status Types
UNRESTRICTED
= Available for use
Batch Status
RESTRICTED = Unavailable for use
QUALITY INSPECTION = Unavailable for use
Stock Status UNRESTRICTED STOCK = Available for use
= Unavailable for use and

BLOCKED STOCK
planning
35
Key Status Types
Batch
Batch Status
Status Stock
Stock Status
Status
RESTRICTED
RESTRICTED
RESTRICTED
RESTRICTED BLOCKED
BLOCKED
QUALITY
QUALITY INSPECTION
INSPECTION
UNRESTRICTED
UNRESTRICTED
UNRESTRICTED
UNRESTRICTED BLOCKED
BLOCKED
QUALITY
QUALITY INSPECTION
INSPECTION
Note: When batch status is changed to
restricted, the stock status becomes
restricted as well.
36
Usage decision Codes - (program name)
UD Description Score Posting Proposal Valuation Batch status Stock status
codes
ACCP Meets all Quality Requirements – 100 To Un-restricted use, Un-restricted Accept Unrestricted Unrestricted
01/04/08 batch status
ALTU Meets Requirements for 75 To Un-restricted use, Un-restricted Accept Unrestricted Unrestricted
Reclassification – 01/04/08/09 batch status
APAR Partial Batch Accept - Meets Qlty 75 Accept
reqmts
ARED Reset Expiry date - Meets Quality To Un-restricted use, Un-restricted Accept Unrestricted Unrestricted
reqmts - 09 batch status
ARPR Unconditional accept after Repair – 75 To Un-restricted use, Un-restricted Accept Unrestricted Unrestricted
04/08 batch status
ASUQ Conditional accept-Ship under 90 To Un-restricted use, Blocked batch Accept Restricted Restricted
Quarantine – 04/01/08/09 status
AUAI Unconditional acceptance-Disposition 50 To Un-restricted use, Un-restricted Accept Unrestricted Unrestricted
NC – 01/04/08/09 batch status
AWRK Unconditional accept after 50 To Un-restricted use, Un-restricted Accept Unrestricted Unrestricted
Rwk/Reinsp – 04/08 batch status
MAR Conditional accept InspLot - Mfg at 1 To Un-restricted use, Blocked batch Accept Restricted Restricted
Risk – 01/04/08 status
RRTV Entire batch is rejected - RTV'd 1 To Blocked stock, Blocked batch Reject Restricted Blocked
status
RRWK Entire batch rejected for Rwk/Reinsp 1 To Blocked stock, Blocked batch Reject Restricted Blocked
status
RSCP Entire batch is rejected - Scrap 1 To Blocked stock, Blocked batch Reject Restricted Blocked
status
Note:- Block batch status means restricted batch status

37
Checkpoint
1. Give examples of where QM master data is used. (Select all that apply)
a. Triggers Inspection lots
b. Provides data for inspection
c. Support vendor evaluation
d. Enables automatic usage decision
2. What is the name of the (program name) QM enhancement that

prevents restricted batches from being distributed to end customers?
a. Hold
b. HardStop
c. First Article Inspection
d. Distribution Hold
38
Agenda
5. QM Reports
6. Summary
39
Manage QM Master Data
Lesson Objectives
– Extend the quality view of the material master
– Change and maintain quality view of the material master
– Create and change inspection methods, inspection plans, work centers, and
Quality Information Records (QIR)
41
Master Data
Master Data is information that is setup in SAP which does not change
frequently. Examples include: Material Master, Inspection Plan, Master
Inspection Characteristics(MIC).
Transactional Data is a data record which is created frequently. It applies

to specific batches or quantities
42
QM Master Data Flow
43
Work Centers
A work center is where inspections are
conducted
– QM work centers are used in the
inspection plans
– Several inspection
characteristics(parameters like Viscosity,
pH) can be inspected in each work
center
44
CRQ1 – QM Work Center - Create
Use transaction CRQ1 to create a new
quality management (QM) work center
The work center designates where the

inspection occurs and is referenced in
an inspection plan
– It should be created prior to the creation
of the inspection plan
The fields, Plant, Work center, and

Work center cat. are mandatory fields
on the initial screen
45
Exercise 3.01: CRQ1 - Create QM Work Center
You need to create a quality management work center
– Watch the Demo executed by the trainer
– Complete the exercise using the Exercise Guide
– Work Instruction: CRQ1 Create QM Work Center
46
CRQ2 – QM Work Center - Change
Use transaction CRQ2 to change an existing QM work center
Reference the existing work center using the required fields, Plant and
Work center on the initial screen
47
Exercise 3.02: CRQ2 - Change QM Work Center
You need to change a quality management work center
– Work Instruction: CRQ2 Change QM Work Center
48
Document Info. Record
Use this procedure to create a document that will be linked to an
Inspection Method. (program name) uses the document to house
information specific to a material's inspection plan.
– This document resides in a method that resides in an inspection plan
When users record results, these documents are available and guide
them to the relevant system where the formal Procedures are
documented. The document is linked to the Inspection Method contains
an embedded link.
This document will contain a URL that links to the relevant inspection
method stored in system.
49
CV01N – Document Info. Record - Create
Use transaction CV01N to create a
document and link it to an Inspection
Method
A document can be created from a

copy or a new one
50
Exercise 3.03: CV01N - Create Document
You need to create a document that is linked to an inspection method
– Work Instruction: CV01N Create Document
51
CV02N – Inspection Method Document - Change
Use transaction CV02N to update a document that is linked to an
inspection method
– Use the Document field to lookup the document that requires modification
Modifications that can be made once the document is retrieved, include

the following:
– Description of the document
– Hyperlink that the document points to (Originals tab)
– Method(Object Links tab)
52
Exercise 3.04: CV02N - Change Document
You need to change a document that is linked to an inspection method
– Work Instruction: CV02N Change Document
53
Material Master Quality Management View
The Quality Management View
contains data required to prepare a
material for inspections when the
material is received or produced
– The settings must be activated in the
material master record in order to trigger
inspection Lots for that material
The Quality Management View is

maintained for all material types
except for NLAG (Non-Stock Material)
54
Material Master Quality Management View (cont’d)
Open the Inspection setup screen by clicking on the button on
the Quality View
55
Material Master Quality View: Inspection Setup Screen
• Access the Inspection type section of the screen by clicking on the
button on Inspection setup screen
56
Material Master Quality View: Inspection type Section
The Inspection type must be selected
and activated in this section for the
material to identify when the
inspection is performed
– Inspection types used can be 01, 04, 05,
08, 09, or 0101
– Any material that are expiry relevant
should always have a 09 inspection type
associated with it.
– Every material must have 08 inspection
type active.
57
MM01 – Create Material: Master Quality View
Use transaction MM01 to extend the
quality view in the material master and
assign the appropriate inspection
types for a given material
Use MM01 only when the material

master for a given material has been
created and was not created with a
quality view
58
Demo 3.05: MM01 - Create Material: Extend Quality View
You need to extend the quality view in the material master
– Work Instruction: MM01 Create Material – Extend Quality View
59
MM02 – Change Material: Quality View
Use transaction MM02 to change the field values of the quality view in the
material master for a given material
– Use when you need to add or delete inspection types, change the Auto UD
setting or change the trigger of the inspection lot creation in the quality view of a
material master
Use the field, Material on the initial screen to search for the required
material
60
Exercise 3.06: MM02 - Change Material Quality View
You need to update a material master
– Work Instruction: MM02 Change Material – Change Quality View
61
Create Change Master Record
Requestor initiates in SAP ECO as usual and upon SAP ECO approval,
the planner or engineer will populate the change control number
Local data owner creates a change master record in (program name)
Parameters and validity dates are maintained in the change master

record
62
CC01 - Create Change Master
Use transaction CC01 to keep a record of all the changes for a particular
object, in this case, routings
63
CC01 - Create Change Master (cont’d)
Following are some of the critical
steps needed to create a change
master: 1
1. Leave Change Number field blank if
you want a system generated number 2
2. In the Type section, select Change
Master (only option currently available)
3. In the Function section, select Without
3
Release Key (only option currently
available)
4. Press Enter
64
5. Enter the Change Master Without Release Key
6. In the Description section, enter a Valid From date
7. Enter Reason for Change (Agile number)
8. Click icon in the Change no. status field and select Active to allow for
change number
9. Press Enter
5
65
10. Check boxes as applicable
11. Click Save – a confirmation message appears
11
66
Exercise 3.07: CC01 - Create a Change Master Record
You need to create a change number to create an inspection plan
– Complete the exercise using Exercise Guide
– Work Instruction: CC01 Create Change Master Record
67
Inspection Planning in (program name)
An inspection plan is a “template” indicating how a quality inspection is to
take place. Other QM master data elements like QM data in material
master, inspection methods, work centers are prerequisites before you
create an inspection plan.
The inspection plan includes:

– One or more inspection operations
– Characteristics to be inspected in each operation
– The range of expected results or specifications available for each
characteristic(MIC).
– The sample calculations can be included for certain materials.
– For Quantitative results calculations may be included.
68
QP01 - Create Inspection Plan
Use transaction QP01 to create an inspection plan
An inspection plan is a comprehensive description of the inspection

process for materials, including attributes, specifications, testing
requirements, and sample sizes
– Once a plan is created and materials assigned to the plan, the inspections are
carried out according to the plan
69
Exercise 3.08: QP01 - Create Inspection Plan
You need to create an inspection plan
– Work Instruction: QP01 Create Inspection Plan
70
QP02 – Change Inspection Plan
Use transaction QP02 to change an
inspection plan for a specific material-
plant combination
– Update the Usage
– Update the definition
– Add a new MIC
71
Exercise 3.09: QP02 - Change Inspection Plan
You need to update an inspection plan
– Work Instruction: QP02 Change Inspection Plan
72
QP02 – Change Inspection Plan With Quantitative
Characteristics
Use transaction QP02 to modify an
inspection plan with quantitative
characteristics for a specific material
and plant combination
73
Exercise 3.10: QP02 - Change Inspection Plan With
Quantitative Characteristics
You need to change an inspection plan with quantitative characteristics
for a specific material and plant combination
– Work Instruction: QP02 Inspection Plan - Change
74
QP06 – Missing/Non-Usable Plans Report
Use transaction QP06 to generate a
list of missing or non-usable inspection
plans to facilitate data cleansing
Use the fields on the initial screen to

run a list is focused to your needs.
Examples include:
– All plants and materials
– Single material
– A range of materials in a plant
75
Exercise 3.11: QP06 – Missing/Non-Usable Plans Report
You are helping to clean up inspection plans and need to generate a list
of missing/non-usable inspection plans for a material
– Work Instruction: QP06 Run report of missing/non-usable inspection
76
QP07 – Missing or Unusable Goods Receipt Plans Report
Use transaction QP07 to generate a list of missing or unusable goods
receipt inspection plans
A goods receipt inspection plan is considered missing if the quality view

specifies an inspection type(01 and 0101 only) that has not been created
for materials that have an incoming inspection type and a planned receipt
within the specified lead time
– It is considered unusable if the inspection plan is incomplete or has not been
released
77
Exercise 3.12: QP07 – Missing or Unusable Goods Receipt
Plans Report
You need to generate a list of missing/unusable good receipt inspection
plans
– Work Instruction: QP07 Run report of missing/unusable goods receipt
inspection plans
78
QP60 – Inspection Plan Changes
Use transaction QP60 to generate a
list of updates made to the inspection
plan for a specific material in a plant
This transaction generates the change

history including type of change, date
of change and the person responsible
79
Exercise 3.13: QP60 - Display inspection plan changes
You need to view a list of updates for an inspection plan
– Work Instruction: QP60 Inspection Plan Changes
80
QP05 – Inspection Plan - Print
Use transaction QP05 to print an
inspection plan
The initial screen provides various

fields such as Material, Plant, Group
etc.
To specify the task list usage, use the

“Use” field
81
Exercise 3.14: QP05 - Generate an inspection plan printable
report
You want to generate a printable report of an existing inspection plan
– Work Instruction: QP05 Inspection Plan - Print
82
QS31 – Inspection Method - Create
Use transaction QS31 to create a new
inspection method
– Standard methodology to perform a test
– Describes how the inspection is to be
carried out for an inspection
characteristic
– Used as a link to the document info
records via embedded URL
83
Exercise 3.15: QS31 - Create Inspection Method
You need to set up a new inspection method which indicates how the
inspection is to be carried out for an inspection characteristic
– Work Instruction: QS31 Inspection Method - Create
84
QS32 – Create Inspection Method Version
Use transaction QS32 to update an inspection method or to create
another version of an existing inspection method
85
Exercise 3.16: QS32 - Change Inspection Method
You need to update an inspection method
– Work Instruction: QS32 Change Inspection Method
86
Checkpoint
1. What object serves as a “template” to indicate how a quality inspection
is to take place? (Select the best answer.)
a. Inspection Lot
b. Usage decision
c. Inspection Plan
d. Routing
2. Where are the inspections conducted? (Select the best answer.)

a. Profit Centers
b. Work Centers
c. Costs Centers
d. Work Shops
87
Checkpoint
3. What transaction code is used to create inspection plans? (Select the
best answer.)
a. QA01
b. MM01
c. MM03
d. QP01
88
Agenda
5. QM Reports
6. Summary
89
Manage Quality Info Records
Lesson Objectives
– Create Quality Info Record
– Change Quality Info record
91
Quality Information Record
Created for a specific material-
Vendor
Uses:
– Flag a material-vendor
combination as first-article
inspection (FAI)
– Designate a material-vendor-plant QIR
combination as dock-to-stock (no Site Material
inspection)
– Block a material-vendor
combination.
92
Quality Info Records (cont'd)
(program name) uses the Quality Info Record (QIR) to:
– Block a vendor for a particular material on an as-needed basis
• Provides QA with the means to prevent ordering and receipts of materials from
specified vendors
– Flag First Article Inspection (FAI) vendor/material combinations
• Provides the business with an additional means of flagging for unique inspection
handling, materials designated as FAI (0101 inspection type and Inspection Lot User
Status of FAI)
• Provides with a safeguard to prevent FAI batches from being released until an
authorized user changes the batch status
– Flag a specific vendor, material and plant combination for dock-to-stock
handling (no inspection lot upon goods receipt)
93
Quality Info Records (cont'd)
If a QIR is created for a material-vendor-plant combination, then a QIR
must be created for each vendor of the same material for that plant to
allow continued ordering on those other vendors.
– For example, three vendors supply a material, three QIRs need to be created
with the combination material-vendor-plant
(name of site) establishes QIRs on an exception basis to block

material/vendors or establish dock-to-stock models.
(name of site) establishes QIR’s as a matter of default to facilitate dual

sourcing of materials from external vendors and affiliates, whereby
affiliate materials would be dock-to-stock. (name of site) will also create a
QIR to block material-vendor-plant combination or establish a material-
vendor-plant combination for first article inspection (FAI) handling.
94
Selected Codes for Vendor Evaluation
Quality Scores associated with UD’s made for (name of site) vendors are
maintained using QS52 to facilitate automated calculation of this portion
of the Quality Score
QA at (name of site) will maintain the Complaint portion of the Quality
Score manually via ME61
95
QI01 – Quality Info Record - Create
Use transaction QI01 to create a
quality info record (QIR) for a material-
Use when a material at a specific

plant, from a specific vendor should be
one of the following:
– Blocked
– Set up for "dock-to-stock
– Established for "first article inspection"
(FAI)
To be able to create a QIR, the "QM

proc active" and the "QM control key =
ZQM1" must be populated in the
Material master quality view
96
Exercise 4.01: QI01 - Create Quality Info Record
Use transaction QI01 to create a info record
– Work Instruction: QI01 Create Quality Info Record
97
QI02 – Quality Info Record - Change
Use transaction QI02 to make updates to an existing quality info record
(QIR) for a material-vendor-plant combination
98
Exercise 4.02: QI02 - Change Quality Info Record
You need to change a quality info record
– Work Instruction: QI02 Change Quality Info Record
99
QDV1 – Sampling Procedure - Create
Use transaction QDV1 to create a new sampling procedure
A sampling procedure provides the rule for the calculation of the sample
size that is required input during creation of Inspection Plan
100
Exercise 4.03: QDV1 - Create Sampling Procedure
You need to create a sampling procedure
– Work Instruction: QDV1 - Sampling Procedure - Create
101
QDV2 – Sampling Procedure - Change
Use transaction QDV2 to update an existing sampling procedure
You should change only the text description for the sampling procedure.
102
Exercise 4.04: QDV2 - Change Sampling Procedure
You need to update an existing sampling procedure
– Work Instruction: QDV2 - Sampling Procedure - Change
103
QDB1 – Assign Sampling Procedure
Use transaction QDB1 to maintain the relationship between a Sampling
Procedure and Dynamic Modification Rule
Use when a new Sampling Procedure or a new Dynamic Modification rule

has been created, and you want to link them for the inspection severity
change to work
104
Exercise 4.05: QDB1 - Assign Sampling Procedure
You need to maintain the relationship or link between a Sampling
– Work Instruction: QDB1 Change View Allowed Relationships Sampling
Procedures/Dynamic Mod Rules
105
QDB3 – Display Sampling Procedure
Use transaction QDB3 to display the relationship between a Sampling
Perform this procedure when you need to view the link between the two
entities
106
Exercise 4.06: QDB3 - Display Sampling Procedure
You need to display the relationship between a Sampling Procedure and
Dynamic Modification Rule
– Work Instruction: QDB3
107
QDP1 – Create Sampling Scheme
Use transaction QDP1 to create a new sampling scheme to draw samples
– Always enter a maximum sample size of 10000000000 in the sample plan
– Maintain sample plans for all the required severity levels and AQL values
108
Exercise 4.07: QDP1 - Create Sampling Scheme
You need to create a new sampling scheme
– Work Instruction: QDP1 Create Sampling Scheme
109
QDP2 – Change Sampling Scheme
Use transaction QDP2 to change an existing sampling scheme
Perform this procedure when you need to:

– Add a new sample plan to the existing scheme
– Copy an existing plan and modify it to create a new plan
110
Exercise 4.08: QDP2 - Change Sampling Scheme
You need to change an existing sampling scheme
– Work Instruction: QDP2 Change Sampling Scheme
111
Dynamic Modification Rule
Dynamic Modification Rule contains :
– the definition of the inspection stages
– the dynamic modification time (at lot
creation or after the usage decision has
been made),
– the conditions for the inspection stage
change
Inspection stage changes occur on the
on the basis of their acceptance or
rejection
112
QDR1 – Create Dynamic Modification Rule
Use transaction QDR1 to create dynamic modification rule.
The inspection scope can be varied using dynamic modification rules. A

dynamic modification rule can be assigned in one of the following places:
– In the inspection plan at the header level
– In the inspection plan at the characteristic level
– In the inspection setup of the material master record at the inspection type level
113
Exercise 4.09: QDR1 - Create Dynamic Modification Rule
You need to create new Dynamic Modification Rule
– Work Instruction: QDR1 Create Dynamic Modification Rule
114
QDR2 – Change Dynamic Modification Rule
Use transaction QDR2 to change an existing dynamic modification rule
One example of a modification would be a need to add an inspection

severity or change the initial stage of inspection
– When adding an inspection severity, ensure that the sampling scheme
assigned to the linked sampling procedure has the same severity and AQL
value entry
115
Exercise 4.10: QDR2 - Change Dynamic Modification Rule
You need to change the initial stage of inspection for an existing Dynamic
Modification Rule
– Work Instruction: QDR2 Change Dynamic Modification Rule
116
QS21 – Create Master Inspection Characteristic
Use transaction QS21 to create a master inspection characteristic (MIC) for a
specific plant
– When creating a new MIC, always select Released from the Status drop-down menu
– For Quantitative MIC, Use the QuantData button to enter the unit of measure for a
characteristic
117
Exercise 4.11: QS21 - Create or Update Quantitative MIC
You need to create a quantitative master inspection characteristic (MIC)
for a specific plant
– Work Instruction: QS21 Master Inspection Characteristic - Create
118
Checkpoint
1. What transaction code do you use to create a quality info record?
(Select the best answer)
a. QA01
b. QI01
c. QA32
d. QE72
2. If a QIR is created for a material-vendor-plant combination, a QIR have

to be created for each of the three vendors of the same material for that
plant to allow continued ordering on those other vendors. (True or
False)
a. True
b. False
119
Checkpoint (cont’d)
3. QIR’s - Quality Info Records are used to block vendors, flag first article
inspections, and flag vendor, material and plant combinations. (True or
False?)
a. True
b. False
4. Inspection stage changes occur on the on the basis of their acceptance

or rejection. (True or False)
a. True
b. False
120
Agenda
5. QM Reports
6. Summary
121
QM Reports
Lesson Objectives
– Display inspection lot selections, catalogs, selected sets, and quality
notifications
123
Display Usage Decision
Usage decision (UD) specifies whether the inspected goods are accepted or rejected for use
The UD displays basic inspection lot information and UD information
Examples of UD codes:
– ACCP: meets all quality requirements
– ALTU: meets requirements for reclassification
– ARPR: unconditional accept after repair
– ASUQ: conditional accept – ship under quarantine
– AUAI: unconditional acceptance – disposition NC
– AWRK: unconditional accept after rework/reinspection
– MAR: conditional accept – manufacture at risk
– RRWK: entire batch rejected for rework/reinspection
– RSCP: entire batch rejected - scrap
124
QA33 – Inspection Lot - Display Usage Decision
Use transaction QA33 to display a
single inspection lot or a worklist of
inspection lots
The worklist can be executed to focus

on various criteria such as batch,
material, or plant
It can also be used to display one or

more usage decisions at the batch,
material, or plant level depending on
whether a usage decision has been
performed
125
Exercise 5.01: QA33 - Display Usage Decision
You need to display a usage decision for a batch
– Work Instruction: QA33 Display inspection lot selection – Display UD
126
ZQM_PT_BRULE – Business Readiness Report Quality
Management
Use transaction ZQM_PT_BRULE to
generate a business readiness report
for Quality management
– Check to see if the correct inspection
types are assigned to a material based
on procurement types
– If the assignment is incorrect, the report
checks to see if inspection plans exist
for them or not
QA would typically run this report

when a new material is setup to check
the master data and settings against
standard business rules
127
Exercise 5.02: ZQM_PT_BRULE - Display Business
Readiness Report – Quality Management
You need to obtain a business readiness report for Quality Management
master data objects
– Work Instruction: ZQM_PT_BRULE Business Readiness Report – Quality
Management
128
QS42 – Catalog - Display
Use transaction QS42 to display a
catalog of usage decision (UD) codes
or characteristic attributes
Catalogs make it easier to record

inspection results during inspection lot
processing
– The catalog contains unique, non-
numerical data in the system that is
defined at client or plant level
– You can directly assign catalogs to
master inspection characteristics
129
Exercise 5.03: QS42 - Display Catalog
You need to display a catalog of usage decision codes and characteristic
attributes
– Work Instruction: QS42 Display Catalog
130
QS52 – Selected Sets - Display
Use transaction QS52 to display
selected sets of UD codes or
characteristics for a specific plant
In the Catalog field select one of the

following:
– Characteristic attributes to display a
selected set of characteristic attributes
that are used in results recording (such
as "PASSFAIL")
– Usage decisions to display a selected
set of UD codes
131
Exercise 5.04: QS52 - Display Selected Sets
You need to display UDs for a specific plant
– Work Instruction: QS52 Display selected sets
132
Checkpoint
1. All of the following are examples of a Usage Decision except: (Select
the best answer.)
a. ACCP
b. ALTU
c. ARPR
d. MARS
133
Agenda
5. QM Reports
6. Summary
134
Quality Master Data
Summary
Work Instruction List
CRQ1 - Create QM Work Center QP07 - Run report of missing/unusable
CRQ2 - Change QM Work Center goods receipt inspection plans
CV01N - Create Document QP60 - Display inspection plan
CV02N - Change Document changes
MM01 - Create Material: Extend QP05 - Inspection Plan – Print
Quality View QS31 - Create Inspection Method
MM02 - Change Material Quality View QS32 - Change Inspection Method
CC01 - Create a Change Master QI01 - Create Quality Info Record
Record QI02 - Change Quality Info Record
QP01 - Create Inspection Plan QDV1 - Create Sampling Procedure
QP02 - Change Inspection Plan QDV2 - Change Sampling Procedure
QP02 - Change Inspection Plan With QDB1 - Assign Sampling Procedure
Quantitative Characteristics QDB3 - Display Sampling Procedure
QP06 – Missing/Non-Usable Plans
Report
136
Work Instruction List (cont'd)
QDP1 - Create Sampling Scheme
QDP2 - Change Sampling Scheme
QDR1 - Create Dynamic Modification
Rule
QDR2 - Change Dynamic Modification
Rule
QS21 - Create or Update Quantitative
MIC
QA33 - Display inspection lot selection
– Display UD
ZQM_PT_BRULE - Display Business
Readiness Report – Quality
Management
QS42 - Display Catalog
QS52 - Display Selected Sets
137
Course Objectives Review
You should now be able to:
– Create, change, and track changes to QM master data
– Create, change, and track changes to the Q-info record
– Generate QM reports
138
Assessments
Now that you have completed the course, it is time to complete the
assessment
– The passing score is 80% (8 out of 10 correct)
– You can use your training materials as reference
139
Evaluation
Please complete the evaluation for the course prior to leaving the
classroom
140

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QMT140 Quality Master Data

Attendance - Sign In Logistics

Ground Rules Expectations

Let me Exercises Show Me

Support Product Costing

Planning and Inventory / Execution

Inventory: Nonconformance Vendor Block / Un-Block

Manufacturing: WIP QA Incoming: QA Manufacturing: Final QA Release

Fully leveraging existing product lifecycle management (PLM), non-conformance

QM is established to support and standardize existing processes and terminology

Master Data Input Output

Sampling Scheme Sampling Procedure

01 Goods Receipt for PO – Receiving/Incoming Insp

0101 Goods Receipt for PO – First Article Inspection

08 On-Demand (creation via QA01 – not stock relevant)

GR Production Generate IL Batch Status

Includes all materials

Inventory Status Types

Batch status types

Closes the inspection lot record in SAP

Stock status Definition

Unrestricted Available; approved

Blocked Not available

Quality Inspection Not tested; under testing

QUALITY INSPECTION = Unavailable for use

Stock Status UNRESTRICTED STOCK = Available for use

= Unavailable for use and

Note:- Block batch status means restricted batch status

2. What is the name of the (program name) QM enhancement that

Transactional Data is a data record which is created frequently. It applies

The work center designates where the

The fields, Plant, Work center, and

A document can be created from a

Modifications that can be made once the document is retrieved, include

The Quality Management View is

Use MM01 only when the material

Local data owner creates a change master record in (program name)

Parameters and validity dates are maintained in the change master

The inspection plan includes:

An inspection plan is a comprehensive description of the inspection

Use the fields on the initial screen to

A goods receipt inspection plan is considered missing if the quality view

This transaction generates the change

The initial screen provides various

To specify the task list usage, use the

2. Where are the inspections conducted? (Select the best answer.)

(name of site) establishes QIRs on an exception basis to block

(name of site) establishes QIR’s as a matter of default to facilitate dual

Use when a material at a specific

To be able to create a QIR, the "QM

Use when a new Sampling Procedure or a new Dynamic Modification rule

Perform this procedure when you need to:

The inspection scope can be varied using dynamic modification rules. A

One example of a modification would be a need to add an inspection

2. If a QIR is created for a material-vendor-plant combination, a QIR have

4. Inspection stage changes occur on the on the basis of their acceptance

The worklist can be executed to focus

It can also be used to display one or

QA would typically run this report

Catalogs make it easier to record

In the Catalog field select one of the

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