Quality Master Data Training Material

QMT140 Quality Master Data
Introductions
Agenda
1.
2.
3.
4.
5.
6.
Welcome & Introductions

Quality Management (QM) Overview
Manage QM Master Data
Manage Quality Info Records (QIRs)
QM Reports
Summary
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
Ground Rules and Logistics

Attendance - Sign In
Logistics
Please ensure you have

signed the Training
Attendance Sheet.
Emergencies
Alarms
Stairwells/Exits
Restrooms
Break Areas
Ground Rules
Expectations
Introduce the training materials
All cell phones and

pagers must be turned off
during the class.
Parking Lot
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
Student practice tasks performed in the
(program name) solution
Help me
Help/Handouts
Training tools to assist you back on the job
Show Me
Let Me
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
Agenda
1.
2.
3.
4.
5.
6.

QM Reports
Summary
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
(program name) Process Scope

Process
Sub-process
Planning and Manufacturing

Execution
Perform short, medium, and long range production planning

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

Management
Receive and put away materials supplier, non supplier

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
Production Operations
Goods Issue
To production 1
Support Product Costing
Manufacturing
Execution
Demand
Plan
Perform Demand Input

& Supply Planning
3 Goods Issue
To sub-con
Perform Production
Planning
Schedule
Production
Supply Area
replenishment
4
5 External operation
Manage
Subcontractor
Manufacturing
Procure Materials
and Services
Execute Production
Perform Overhead
Accounting & Allocation
5
Manage Line
Replenishments
Imperfection
Tracking
Manage Supplier
Agreements
Perform In-process
Inspection
Goods Issue
To shipments
Create & Maintain

Purchase Requisitions
Manage Supplier
Managed Inventory
Final Inspection /
Disposition
Receive Material non suppliers
1
Manage Lots/Batches
2
Receive Materials & Services
Miscellaneous
Quality Processes
Process Sales Order
3
Receive and Put Away
Product
Manage Inventory, Storage &

Movement
Perform Receiving
Inspection
1
Recurring
Inspection /
Samples
Calculate Order Price
Pick Order
Discrepant Material
Disposition
2
3
Pack Order
4
Purchased Material
Disposition
Maintain Approved Suppliers
Billing for Sales Order Item

6
Perform Transaction
Processing
Enable Payment
Maintain New Product Code

Registration
Master Data
Planning and
Manufacturing
Procurement
Quality
Maintain Production Related

Data
Inventory /
Warehouse Mgt
Finance
Maintain Suppliers Related

Data
Execution
Operations
Maintain Customer Master

Related Data
QM High Level Process Integration Diagram

Recurring Inspection
Intervals
Procurement:
- Purchase Orders
-Subcontracting
Batch Expiry
Inventory:
- Goods movement
Vendor Block / Un-Block
Nonconformance
First Article Inspection

Materia
l
Setting
s
NCs impacting
Batches &
Vendors
Purchase Orders /
Incoming Batch
Perform
Receiving
Inspection
Miscellaneou
s Quality
Processes
In-Process Inspection
of Material Batch
Manufacturing:
- Work Orders
- Order Status
Inventory:
- Goods movement
Semi-finished
materials
available for
production
Manufacturing: WIP QA
Release for Production /
Process Order
Discrepant
Material
Disposition
Perform InProcess
Inspection
Incoming: QA
Disposition of material
Expiring/ed Materials
Batches Restricted
Vendor Block/Un-Blocked
established / dropped
Retained Sample
Management
Final
Inspection
Disposition
Raw Material /
Component
available for
production
Plant, Material, and

Vendor Controls
Recurring Inspection: Lot
Finished Product
Batches available
for Disposition
Hold/Quarantine, Scrap,
Rework, Re-inspect, Accept
Decisions
Vendor QA Scorecard input
Manufacturing at Risk
12Quarantine
Ship Under
Manufacturing: Final QA Release

for Production / Process Order
Inventory: Update batch status
Calculate Expiry Date
X
Imperfection
Tracking
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 (contd)

Term
Definition
Dynamic Modification
Rule(DMR)
A master data record that contains the definition of inspection

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
Key Terms (contd)

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
Characteristic (MIC)
Describes what needs to be inspected and defines the testing

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
Key Terms (contd)

Term
Definition
Qualitative
Attributive parameters
Quantitative
Measurable Quantifiable data
Quality Info Record

(QIR)
Record which gives information about the qualification status of a

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
Key Terms (contd)

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
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
process and initiate the inspection lots for
inspection. Usually this is a goods receipt
against an incoming shipment or a
production / process order release.
3. Inspect: Inspection, test, or examination of
a material or documentation. Inspection and
evaluation are performed externally to SAP.
4. Record Inspection Data: Recording of the
qualitative (pass/fail) and quantitative results
of the inspection in SAP. Specific
quantitative inspection results are recorded
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).
2
Maintain
Master Data
Usage
Decision
22
Quality
Inspection
Inspection
Trigger
Record
Inspection Data
Inspect
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
SAP
Plant
Master Data
Inspection Plan
Input
SAP Document
Output
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
Plan
What
Work Center
Where
Sampling Scheme
Sampling Procedure
How
(External to CR)
25
Inspection
Lot
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 materialvendor-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
combination.
QIR
Site
27
Material
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
on demand
automatic
Inspection lots can be created automatically or on demand
01
Goods Receipt for PO Receiving/Incoming Insp
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
08
On-Demand (creation via QA01 not stock relevant)
08
On-Demand (creation via MIGO_TR stock relevant)
28
Simple Inspection / UD Process Flow

GR In-coming
(01)
Process Order
Release (04)
GR Production
(04)
Posting
Change Notice
(WM)
Inspection
Lot Trigger
Auto
Creation of
IL
Transfer
Posting (IM)
Batch Status
Generate IL
Lot Work
List
(QA33/QE72)
Record
Results
(QA32)
Stock
Posting
(QA32)
Usage
Decision
(QA32)
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.
Recurring
(09)
IL Closed
Abbreviations:
GR Goods Receipt
IL Inspection Lot
IM Inventory Management
IT Inspection Type
WM Warehouse Management
Legend:
(XXXX) Transaction
relevant for performing
the activity
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
RESTRICTED
= Unavailable for use
QUALITY INSPECTION
= Unavailable for use
UNRESTRICTED STOCK
= Available for use
BLOCKED STOCK
= Unavailable for use and

planning
Batch Status
Stock Status
35
Key Status Types

Batch
Batch Status
Status
Stock
Stock Status
Status
RESTRICTED
RESTRICTED
BLOCKED
BLOCKED
RESTRICTED
RESTRICTED
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
codes
Score
Posting Proposal
Valuation
Batch status
Stock status
Meets all Quality Requirements

01/04/08
Meets Requirements for
Reclassification 01/04/08/09
Partial Batch Accept - Meets Qlty
reqmts
Reset Expiry date - Meets Quality
reqmts - 09
Unconditional accept after Repair
04/08
Conditional accept-Ship under
Quarantine 04/01/08/09
100
To Un-restricted use, Un-restricted

batch status
batch status
Accept
Unrestricted
Unrestricted
Accept
Unrestricted
Unrestricted
50
RRTV
Unconditional acceptance-Disposition
NC 01/04/08/09
Unconditional accept after
Rwk/Reinsp 04/08
Conditional accept InspLot - Mfg at
Risk 01/04/08
Entire batch is rejected - RTV'd
RRWK
Entire batch rejected for Rwk/Reinsp
RSCP
Entire batch is rejected - Scrap
ACCP
ALTU
APAR
ARED
ARPR
ASUQ
AUAI
AWRK
MAR
Description
75
75
75
90
50
1
1
Accept
batch status
batch status
To Un-restricted use, Blocked batch
status
Accept
Unrestricted
Unrestricted
Accept
Unrestricted
Unrestricted
Accept
Restricted
Restricted

batch status
batch status
To Un-restricted use, Blocked batch
status
To Blocked stock, Blocked batch
status
status
status
Accept
Unrestricted
Unrestricted
Accept
Unrestricted
Unrestricted
Accept
Restricted
Restricted
Reject
Restricted
Blocked
Reject
Restricted
Blocked
Reject
Restricted
Blocked
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.
b.
c.
d.
Triggers Inspection lots

Provides data for inspection
Support vendor evaluation
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.
b.
c.
d.
Hold
HardStop
Distribution Hold
38
Agenda
1.
2.
3.
4.
5.
6.

QM Reports
Summary
39
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 (contd)

Open the Inspection setup screen by clicking on the
the Quality View
55
button on
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 (contd)

Following are some of the critical
steps needed to create a change
master:
1. Leave Change Number field blank if

you want a system generated number
2. In the Type section, select Change
Master (only option currently available)
3. In the Function section, select Without
Release Key (only option currently
available)
4. Press Enter
64

5.
6.
7.
8.
Enter the Change Master Without Release Key

In the Description section, enter a Valid From date
Enter Reason for Change (Agile number)
Click
icon in the Change no. status field and select Active to allow for
change number
9. Press Enter
5
6
7
8
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 materialplant 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.
b.
c.
d.
Inspection Lot
Usage decision
Inspection Plan
Routing
2. Where are the inspections conducted? (Select the best answer.)

a.
b.
c.
d.
Profit Centers
Work Centers
Costs Centers
Work Shops
87
Checkpoint
3. What transaction code is used to create inspection plans? (Select the
best answer.)
a.
b.
c.
d.
QA01
MM01
MM03
QP01
88
Agenda
1.
2.
3.
4.
5.
6.

QM Reports
Summary
89
Manage Quality Info Records
Lesson Objectives
Create Quality Info Record
Change Quality Info record
91
Quality Information Record

Created for a specific materialvendor-plant combination
Vendor
Uses:
Flag a material-vendor
combination as first-article
inspection (FAI)
Designate a material-vendor-plant
combination as dock-to-stock (no
inspection)
Block a material-vendor
combination.
QIR
Site
92
Material
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 QIRs 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 materialvendor-plant combination for first article inspection (FAI) handling.
94
Selected Codes for Vendor Evaluation

Quality Scores associated with UDs 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 materialvendor-plant combination
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.
b.
c.
d.
QA01
QI01
QA32
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 (contd)
3. QIRs - 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
1.
2.
3.
4.
5.
6.

QM Reports
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, nonnumerical 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.
b.
c.
d.
ACCP
ALTU
ARPR
MARS
133
Agenda
1.
2.
3.
4.
5.
6.

QM Reports
Summary
134
Quality Master Data

Summary
Work Instruction List

CRQ1 - Create QM Work Center
CRQ2 - Change QM Work Center
CV01N - Create Document
CV02N - Change Document
MM01 - Create Material: Extend
Quality View
MM02 - Change Material Quality View
CC01 - Create a Change Master
Record
QP01 - Create Inspection Plan
QP02 - Change Inspection Plan
QP02 - Change Inspection Plan With
Quantitative Characteristics
QP06 Missing/Non-Usable Plans
Report
QP07 - Run report of missing/unusable

goods receipt inspection plans
QP60 - Display inspection plan
changes
QP05 - Inspection Plan Print
QS31 - Create Inspection Method
QS32 - Change Inspection Method
QI01 - Create Quality Info Record
QI02 - Change Quality Info Record
QDV1 - Create Sampling Procedure
QDV2 - Change Sampling Procedure
QDB1 - Assign Sampling Procedure
QDB3 - Display Sampling Procedure
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

Welcome & Introductions

Ground Rules and Logistics

Please ensure you have

All cell phones and

Welcome & Introductions

Quality Management (QM) Overview

(program name) Process Scope

Planning and Manufacturing

Perform short, medium, and long range production planning

Maintain supplier certification and monitor performance

Perform incoming quality assurance, and manage product disposition

Inventory & Warehouse

Receive and put away materials supplier, non supplier

Support product costing

Manage product obsolescence

The (program name) Process Map (Top Level)

Perform Demand Input

Create & Maintain

Receive Material non suppliers

Receive Materials & Services

Process Sales Order

Manage Inventory, Storage &

Calculate Order Price

Maintain Approved Suppliers

Billing for Sales Order Item

Maintain New Product Code

Maintain Production Related

Maintain Suppliers Related

Maintain Customer Master

QM High Level Process Integration Diagram

Vendor Block / Un-Block

First Article Inspection

Plant, Material, and

Recurring Inspection: Lot

Manufacturing: Final QA Release

Batches are subsets of the total quantity of a material held in stock.

Indicates the availability of a specific batch for use. Comprised of two

Product quality characteristic specifications that are measured for

Hyper link within inspection lots to access the controlled documents

Key Terms (contd)

A master data record that contains the definition of inspection

Physical or logical movement of materials leading to a change in

Batch of materials subject to quality inspection. Created to document

Describe the series of processing steps that take place to inspect or

Determines when and how an Inspection Lot is to be created

Key Terms (contd)

Comprised of three statuses: Quality Inspection, Blocked Stock,

Static data which represents things, rather than events

Describes what needs to be inspected and defines the testing

A data record containing all the information required to manage a

Refers to a bookkeeping change (a change of information) about a

Key Terms (contd)

Measurable Quantifiable data

Quality Info Record

Record which gives information about the qualification status of a

A sampling plan which contains information about the sample size

Area within a plant where materials are stored

Key Terms (contd)

Final SAP disposition of a material based on SAP results recording

Area within a storage location where material is stored

(program name) Quality Management

(program name) Quality Management Key Features

QM Integration with Materials Management