PLM400

R/3 System
Release 4.70
Author: PLM400 Quality Management
Armin Heneka
Instructor Guide
28 March 2003
Key to icons in the Instructor Guide:

Timing
Next Slide (s)
Instructor
Demonstration
Exercises
Activity
Summary
Objectives
Business Scenario
Hints and Tips
Warning or Caution
Internal Note
SAP AG PLM400 Qualittsmanagement
Appendix: Implementing QM / User Roles in
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SAP Contacts..............................................................................................................4
Walldorf.............................................................................................................................................. 4
Subsidiaries....................................................................................................................................... 4
Revisions to Previous Instructor Guide...................................................................5

Course Details................................................................................................................................... 5
Course Materials and other Materials................................................................................................5
Country-Specific Units........................................................................................................................ 5
Course Instructor Profiles.........................................................................................6

Level of Knowledge Required............................................................................................................ 6
Courses Recommended as Preparation............................................................................................ 6
Online Help Recommended as Preparation.......................................................................................6
Hints on Preparing This Course......................................................................................................... 6
Training System..........................................................................................................7
Data Required.................................................................................................................................... 7
User ID and Passwords for Course Participants................................................................................8
Preparation in the System.................................................................................................................. 8
Example ABAPs for the appendix:..................................................................................................... 8
CATTs................................................................................................................................................ 8
Technical Hints................................................................................................................................... 8
Goals and Objectives...............................................................................................10

Course Structure and Flow......................................................................................11
Unit 0: LO170................................................................................................................................... 11
Unit 1: Course Overview.................................................................................................................. 11
Unit 2: Navigation............................................................................................................................. 11
Unit 3: Basics................................................................................................................................... 11
Unit 4: QM in the Logistics Supply Chain (comprehensive unit; illustrates the processes)...............11
Unit 5: Functions in Detail (comprehensive unit that covers the details of QM)................................11
Unit 6: Enterprise Portals................................................................................................................. 11
Course Schedule.......................................................................................................12
Course Schedule for the Standard Course: (5 days)........................................................................12
Day One (300 Minutes).................................................................................................................... 12
Unit 0: Preface...........................................................................................................13
Contents of Unit............................................................................................................................... 13
Putting the Unit in Context............................................................................................................... 13
Unit 1: Course Overview..........................................................................................16

Contents of Unit............................................................................................................................... 16
Unit 2: Navigation.....................................................................................................18
Contents of Unit............................................................................................................................... 18
28 March 2003 Page 2
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Topic: The R/3 System..................................................................................................................... 18
Putting the Topic in Context.............................................................................................................. 18
Unit 3: Basics............................................................................................................23
Contents of Unit............................................................................................................................... 23
Unit 4: QM in the Logistics Supply Chain..............................................................30

Contents of Unit............................................................................................................................... 30
Topic: Processes in QM................................................................................................................... 30
Topic: QM in Procurement................................................................................................................ 37
Course Schedule.............................................................................................................................. 42
Day Two (360 Minutes).................................................................................................................... 42
Topic: QM in Production................................................................................................................... 44
Topic: QM in Sales/Service.............................................................................................................. 49
Unit 5: Functions in Detail.......................................................................................53

Contents of Unit............................................................................................................................... 53
Topic: Overview and Quality Planning.............................................................................................. 53
Topic: Quality Inspection.................................................................................................................. 63
Topic: Quality Certificates................................................................................................................. 73
Topic: Quality Notifications............................................................................................................... 77
Topic: Quality Control....................................................................................................................... 81
Topic: Test Equipment Management................................................................................................ 89
Topic: Test Equipment Management................................................................................................ 89
Topic: Stability Study ....................................................................................................................... 92
Unit 6: Enterprise Portals......................................................................................101

Contents of Unit............................................................................................................................. 101
Putting the Unit in Context............................................................................................................. 101
Appendix: Implementing QM / User Roles in QM................................................103

Contents of Unit............................................................................................................................. 103
Putting the Unit in Context............................................................................................................. 103

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SAP Contacts
Walldorf
Armin Heneka - 63921
Sabine Bathelt - 42651
Subsidiaries

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Revisions to Previous Instructor Guide

Any redundant notes on the course materials were deleted.
The timing was updated.
The slide sequence was updated.
New tips & tricks for the instructor were included in the instructor guide.
Background information for the instructor was included in the new version of the instructor guide.
The instructor guide now also contains notes on additional information in the SAP library.
Unit 6 covers the Enterprice Portal.
The previous unit 6 Implementation of QM is now part of the appendix.
Course Details
Standard course: 5 days of 6h net (this means without breaks)
Duration
Day one - 5 hours.
Last day - 4 hours.
Course Materials and other Materials

Course manual
Country-Specific Units
None

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Course Instructor Profiles

Level of Knowledge Required
The instructor should be familiar with QM in release 4.70 and have a general knowledge of quality
management procedures. A basic knowledge of ASAP, and project experience in the QM area are also
preferred.
Courses Recommended as Preparation

SAPPLM
Online Help Recommended as Preparation

QM IMG Online Help
SAP library for QM
SAP HelpPortal: http://help.sap.com
Current information from the PLM Quality Management area in SAP E-Net Use the alias QM or use
the following link:
https://sapneth5.wdf.sap-ag.de/~form/sapnet?_SHORTKEY=01100035870000220380&
Hints on Preparing This Course

Explicit preparations for creating movement data should be made, to be able to display the
summarized data in QMIS adequately (see CATTs). This means that the CATTs must be run.

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Training System
Data Required
IDES data; status 4.70
Master data CATT ZT_PLM400_01 has been run in the ID3/800 master system, this means that the
following data is available:
Data Type Data in the Training System
Plant 1000
Plant 1100
Vendor 1000
Goods recipient 7777
Sampling procedure FIX5-0
Master inspection characteristic MK01-##
Class characteristic N-004
Inspection plan for material at GR T-BQ3##
Inspection plan for material at GR T-TQ1##
Inspection plan for material at GI T-FQ1##
Routing for material T-BQ5##
Work center T-P##
Work center Electrical
Master recipe for material T-HT2##
Material master T-BQ1##
Material master T-HT2##
Material master T-FQ1##
Batch FQ1##
Material master T-TQ1##
Batch TQ1##
Material master T-STABI-##
Certificate profile QC400-##, Version 1
Certificate profile Q400C-##, Version 1
Equipment T-MA##
Equipment T-MD##

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User ID and Passwords for Course Participants

Reference user ID:
PLM400-99_ (Authorization IDES_ALL: All authorizations excluding development environment and
user)
The standard format for user IDs is the course ID plus the group number. The initial password is INIT.
Use the transaction ZUSR to copy these user Ids from the reference user ID.
The single role "T_PLM400" exists in the training system. This role contains all of the menu paths
that are important for this course. This role is assigned to the corresponding reference user IDs. You
should inform the course participants that they can either work with the user menu or with the SAP
Easy Access Menu during the course.
Preparation in the System

Only to performed in the relevant training system directly before the course. Not to be
performed in the master system.
Example ABAPs for the appendix:
Setting Up an IMG Project for the QM Implementation Example

You should set up the project in the training system. Choose QM only, required activities only as the
view (the overall and the required view are then created)
Function Module (Follow-Up Action for Task)

Mail function module (follow-up action for task), function modules zcf_mail_sending and follow-up
action for task Mail_M must have been created.
CATTs
Movement data - CATT ZT_PLM400_02 must be run before every course.
Technical Hints
Check initial screen for Q1 notification you should use screen 0130 so that the exercise for sales
order processing can be performed as described in the participants material (S. 4.79). You can
make the relevant settings in Customizing under: Tools AcceleratedSAP Customizing
Edit Project SAP Reference IMG Implementation Guide for R/3 Customizing (IMG)
Quality Management Quality Notifications Notification Creation Notification Types
Define Screen Templates Define Initial Screens.
Note that as soon as the movement data CATT CT_PLM400_02 has been run, you must send the

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control recipes that were created in plant 1100. You can do this by choosing: Logistics
Production - Process Process Management Control Recipe Control Recipe Monitor
(transaction CO53). Note that you must select the control recipes to be sent before sending them.
You can do this using the pushbutton in the upper left-hand corner of the table.

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Goals and Objectives
Get to know the functions in QM

To develop an understanding of QM integration in the logistics supply chain and in the other R/3
applications
Find out about business options for using QM

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Course Structure and Flow

Unit 0: PLM400
Introduction of participants. Organizational items. Target group.
Unit 1: Course Overview

Course framework. Introduction of general and specific objectives.
Unit 2: Navigation
Introduction to the R/3 system. Participants find their way around with the help of examples and
exercises in the system.
Unit 3: Basics
Overview of procurement, production and sales processes with emphasis on how QM fulfills the
standards and market requirements for quality management processes.
With examples and exercises for participants.
Unit 4: QM in the Logistics Supply Chain (comprehensive unit; illustrates the processes)
Presentation of the entire logistics supply chain from a QM standpoint:
QM in Procurement
QM in Production
QM in the Process Industry
QM in Sales and Distribution
With examples and exercises for participants.
Unit 5: Functions in Detail (comprehensive unit that covers the details of QM)
Introduction of functions according to the component hierarchy, as follows:
Quality planning
Quality inspection
Quality certificates
Quality control
Test equipment management
Stability Study
With examples and exercises for the participants.
Unit 6: Enterprise Portal

Overview of the Enterprise Portal.

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Course Schedule
Course Schedule for the Standard Course: (5 days)
Day One (300 Minutes)

Approximate Content: Units and Topics Activities: Instructor and Participant
Duration
30 mins Unit 0: Preface Welcome, introduction
10 mins Unit 1: Course Overview Slides
30 mins Unit 2: Navigation Slides and system demo
30 mins Unit 2: Navigation Exercises and solutions
45 mins Unit 3: Basics Slides and system demo
15 mins Unit 3: Basics Exercises and solutions
45 mins Unit 4: QM in the Logistics Supply Slides and system demo
Chain
25 mins Unit 4: QM in the Logistics Supply Exercises and solutions
Chain
60 mins Unit 4: QM in Procurement Slides and system demo
10 mins Unit 4: QM in Procurement Exercises and solutions
300 mins Total

Additional notes: Unit 4 is one of the more comprehensive units in this course.

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Unit 0: Preface
30 mins
Contents of Unit
Welcome, organizational items (cafeteria, cafes, lunchtime (dependent on room!!) in the cafeteria
and breaks, no mobile phones during the course, course timing, parking facilities, introduction of
instructor)
Introduction round (slides with topics)
QM course curriculum
Target group
Putting the Unit in Context
Introduction to course
Introduction of participants
Organizational items
PLM400
Copyright
Prerequisites
Target Group
Quality Management (QM)
Introduction to the QM curriculum and positioning of the PLM400
PLM400: The PLM400 Quality Management course gives an overview of the
functions in QM, their integration in the logistics supply chain and their

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integration in other R/3 applications, such as MM, PP, SD. In particular, you find
out about the wide variety of uses for QM.
PLM400: The LO705 Quality Inspections course deals with QM-specific data,
its use and the use of quality inspections (inspection lot creation, results
recording, defects recording, BW and usage decision). This course forms the
basis for the detailed courses on QM functions in procurement, production and
sales and distribution.
PLM410: The LO710 Quality Notifications course covers the use of quality
notifications for problems within the materials management process chain, in
production and in sales and distribution, as well as for internal problems. You
can attend this course independently of the rest of the QM courses.
PLM415: Quality-specific data in procurement is dealt with in the PLM415

QM in Procurement course. Various inspection processes are carried out for
goods movements. The vendor release and block, vendor certificate processing
and manufacturer processing are covered in these processes.
To adequately cover the specific requirements of different production types, the

QM integration in production has been split into two separate courses:
PLM420: PLM420 QM in Discrete Manufacturing and Repetitive

Manufacturing, is aimed at users, who work predominantly with PP.
PLM421: The new course PLM421 QM in the Process Industry is aimed at

users, who work with PP-PI and who deal with the specific QM requirements for
batch management (batch valuation, and selection, recurring inspection etc.).
PLM425: Course PLM425 QM in SD/Quality Certificates covers the QM

activities in Sales and Distribution. This includes planning and creating quality
certificates, inspections for deliveries, specifications from variant configuration,
as well as repairs and returns processing.
Point out the course descriptions, contained in the appendix.
Demonstration for Preface

No demo in the system
Exercises for Preface

No exercises in the system

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Unit Summary
The participants are aware of the positioning of this course and the other training
opportunities in QM.

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Unit 1: Course Overview
10 mins
Contents of Unit
Course goal:
To give an insight into:
Functions of QM
Integration of QM in the logistics supply chain and in other R/3 applications
Course objective
To give an insight into:
Business processes from a QM standpoint
QM integration in R/3
QM functions
Basic conditions involved in implementing QM
Refer to the importance of progressive quality management procedures for a

modern company.
Refer to the integration of QM in the R/3 System.
Course Overview
Course Goal
Course Objectives

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Course Content
Contents of individual units
Course Overview Diagram
Main Business Scenario
Demonstration for Introduction

No demo in the system
Exercise for Introduction

No exercises in the system
Unit Summary
The participants now know the course goal and objectives, as well as the individual
topics that are dealt with in the course.

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Unit 2: Navigation
Total 60 mins
Presentation 20 mins
Contents of Unit
Using the R/3 System
Screen elements
Standard menu / role-based user menu
Tools, utilities and services
Personalization of the frontend
Participants learn to use the R/3 System
Topic: The R/3 System
Putting the Topic in Context
Logging on to the system

Screen elements
Standard menu / role-based user menu
Tools, utilities and services
Personalization of the frontend
Navigation: Contents
Skip if necessary

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Navigation: Unit Objectives

Skip if necessary
Navigation: Business Scenario

Skip if necessary
Logging on to the R/3 System

Short description of the logon screen
Mention the specific user ID for each group (PLM400-##)
Provide course-specific logon information
Participants log on to the system and change the INIT password
SAP Easy Access - Standard

Explain the transaction codes
Where can the transaction codes be found?
Mention the favorites and explain the maintenance of favorites.
Role-Based User Menu

Mention the user roles delivered by SAP (transaction PFCG)
Mention that customers can create their own user roles (transaction PFCG)
In the SAP standard, you will find over 1200 predefined single roles from all
application areas
There are 46 single roles available for QM. All QM single roles begin with
SAP_QM_.....
Screen Elements
Explanation of the R/3 standard screen (command field, menu bar, standard
toolbar, options, title bar, application toolbar, entry field, tab pages, radio
buttons, checkboxes, pushbuttons, status bar)
Explanations using the program (demo in the system)
Show Create session function and explain (you can have 6 sessions open at one
time)
User settings, explain how to create your own settings.
F1 and F4 help; show messages and their long text; explanation of input help and
save function

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Selection of Functions
Field Help: F1, F4

Brief description of the different types of help available
Explain that you can also display an additional long text for messages in the
status bar using the F1 function (provided that ? appears at the end of the
status bar)
Menus: System and Help

These menus are always available.
SAP Library
Brief description of the SAP Library structure
Call up and display the QM documentation in the system
Explain the difference between call up using Application Help and SAP Library
Mention the SAP Knowledge Warehouse
Delivery of SAP Library as basis for the creation of user-specific
documentation
Mention the option for creating a quality manual that conforms to the DIN
EN ISO 9000ff standards using the SAP Knowledge Warehouse
User-Specific Personalization
Demonstration of Using System
20 mins (leave out if necessary)

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Log on to the system

Choose menu path Quality Management
Show various sessions
Ways to a transaction (transaction code, menu, choose Extras Settings
Show technical name)
Transaction code for the QM Information System
Create sessions (6 possible)
Explain SAPGui icon in standard menu bar
Show options for status bar
Explain user monitor
Basic data in QM area
Address as user default
Application help for QM
Glossary term Quality Management
Show release notes
Set SAP homepage as favorite
Exercise: Using System
30 mins.
Participants log on to system
User: PLM400-## ## = Group number 01 .. 30
Password: INIT
Various options for calling up an application (menu, transaction code)
Enter user data, for example, address, plant, vendor
Enter values for predefined parameter IDs:
Storage location 0001
Sales org. 1020
Dist. channel 22
Division 00
Purch. org. 1000
Use of help functions
Working with release notes

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Navigation: Unit Summary

Participants can now navigate in the system, name the screen elements and make
their personal system settings.
Questions?

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Unit 3: Basics
Total 60 mins
Contents of Unit
EDP-based quality management

Quality management using SAP R/3
QM
QM functions and their importance for the company

Putting QM elements into practice according to DIN EN ISO 9000ff
Integration of QM in the logistics supply chain
Basics: Contents
Basics: Unit Objectives
Basics: Main Business Scenario

Time and effort spent maintaining data is reduced, since only one system is used
(company does not require own CAQ or LIMs) no interface problems
Complete integration of the QM application in the SAP System

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EDP-Based Quality Management

Requirements for QM systems, for example, according to DIN EN ISO 9000ff
Representation of the logistics supply chain using the SAP System
Complete integration of QM in the SAP System
Requirements for QM Systems

Requirements for QM systems, for example, according to DIN EN ISO 9000ff,
QS 9000, VDA, FDA, GMP
Representation of business processes, based on industry sector, with the IBU
solutions
Goal: TQM
Additional information:
DIN: http://www.din.de/
VDA: http://www.vda.de/
FDA: http://www.fda.gov
Contributions of Quality Management

Inclusion of Quality Management in all phases of the product life cycle:
Planning phase (for example, market research, design, testing, production
planning)
Implementation phase (for example, procurement, production, final
inspection, storage)
Usage phase (for example, shipping, service, disposal)
Quality Management Using SAP System

Give short description of other areas, with reference to the SAP system
Give some information about the applications (see product brochures)
Mention other QM courses and courses for other applications:
PLM415 QM in Procurement
PLM420 QM in Discrete Manufacturing and Repetitive Manufacturing
PLM421 QM in the Process Industry
PLM425 QM in SD/Quality Certificates
SCM500 Processes in Procurement
SCM200 Overview SC Planning

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SCM300 Overview SC Manufacturing
SCM600 Process in Sales and Distribution
PLM301 Customer Service
AC040 Revenue and Cost Controlling
PLM300 Plant Maintenance
List applications that are integrated with QM:

SCM (for example, material master data, vendor evaluation, complaints
against vendors)
SCM (for example, routing, work center)
SCM (for example, master recipe, PI sheet)
SCM (for example, customer information record, customer complaints)
PLM (for example, customer complaints, service notifications)
CO (quality-related costs)
PLM (calibration planning, calibration inspection)
QM as a Strategic Management Tool
Managing QM Documents with SAP

This takes place using the document management system and product data
management
Storage of scanned documents in Archive Link (for example, construction
drawings, customer requests)
Structuring of hierarchically ordered document archives using SAPOffice
Creation and management of a Quality Manual in the SAP Knowledge
Warehouse
Demonstration: Document Management System
5 mins (leave out, if time is short)

Display a quality assurance agreement and demo mail system
The instructor must create quality assurance agreements and technical delivery
terms, so that they can be displayed in the course

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QM in the SAP System

Document management system: SAP standard menu Logistics Central
Functions Document Management System
Engineering change management: SAP standard menu Logistics Central
Functions Engineering Change Management
Classification System: SAP standard menu Logistics Central Functions
Classification
Controlling: SAP standard menu Logistics Logistics Controlling
Information system: SAP standard menu Information Systems
Mention BW!
Workflow: SAP standard menu Tools Business Workflow
ArchiveLink: SAP standard menu Office Business Documents
Documents Move
SAPOffice: SAP standard menu Office Workplace
Demonstration: Central Functions in Logistics
5 mins (leave out if necessary)
Show central functions (classification system, variant configuration, batch

management, document management, engineering change management,
engineering, mass maintenance in the SAP standard menu
Functions in the QM Component
Quality Planning: Activities

SAP standard menu Logistics Quality Management Quality Planning
Show master data in quality planning
Inspection plan
Material specification
Master inspection characteristic
Inspection method
Sampling procedure
Sampling scheme
Dynamic modification rule

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QM-specific data in the material master
Quality Inspection: Activities

SAP standard menu Logistics Quality Management Quality Inspection
Show functions in quality inspection
Describe different worklists
Explain when inspection lots can be created
Up to release 3.0, the inspection lot (or inspection order) was not
integrated with other applications (from the financial standpoint).
Mention the various options for results recording (for example, for all
lots, for inspection points, at goods receipt)
Mention the various options for defects recording (for example, for an
operation, for a characteristic)
Explain the quality level, mention dynamic modification briefly
Mention sample management; give brief description of physical-sample
drawing and physical sample
Define QM costs and point out integration with CO
Quality Certificates: Activities

Incoming certificates (mention that the receipt of a certificate can be inspected)
Outgoing certificates (explain the certificate profile and its assignment to a
certificate and the definition of the certificate recipient; mention the certificate
types (for example, works test certificate and certificate of analysis)
Point out that you can send certificates over the Internet and can exchange
quality data
Quality Notifications: Activities

Describe the different notification types (for example, complaints against a
vendor, customer complaints)
Briefly outline notification processing (for example, creating a notification,
defining priorities, assigning a partner, defining tasks, working with the action
box)
Mention the worklists (for example, for notifications, items, tasks and activities)
Mention the settlement of quality costs
Explain the use of catalogs in notification processing
Go into the solution database in detail
Quality Control: Activities

List the selection criteria for the quality scores (for example, material, customer,
vendor)
List the tools for quality control (such as, dynamic modification of the inspection
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scope, vendor evaluation)
Test Equipment Management: Activities

The test equipment management function is only available from release 4.0.
The function uses functions from Plant Maintenance (PM). Mention the PM/QM
link.
Briefly outline the differences between test equipment that is managed as
equipment, material, PRT, or document in the SAP System.
You should not go into too much detail at this point. The points illustrated here are
only supposed to provide an overview of the individual areas in QM. Unit 5
Functions in Detail covers the individual areas in more detail.
Stability Studie
QM in Logistics Supply Chain
Uses and Benefits of the QM Component
Demonstration: Displaying QM Functions, Creating a Material Analysis and

SAPOffice
15 mins
Display of QM functions in the SAP standard menu

SAP standard menu Logistics Quality Management
Carry out a material analysis
SAP standard menu Information Systems Logistics Quality
Management Key Figures Material Inspection Lots Quality Scores
SAPOffice
SAP standard menu Office Workplace

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During this demo, you should mention that the movement data is imported again
before each training course using a CATT. This means that is generally only possible
to evaluate data that was created in the current month.
The analysis possibilities are covered in more detail in unit 5.
Exercises: Basics
20 mins
Basics: Unit Summary

Questions?
Transition to the first comprehensive unit in the course.

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Unit 4: QM in the Logistics Supply Chain
430 mins
Contents of Unit
QM Processes in the Logistics Supply Chain
QM in Procurement
QM in Production
QM in Sales and Distribution
QM in the Process Industry
This unit deals with the logistics supply chain from the QM standpoint and
shows the use of QM using examples from the individual logistics processes.
Topic: Processes in QM
Presentation approx. 50 mins
Overview of the entire logistics chain from a QM standpoint

Overview of the various process stages
Use of QM in various business processes
Options for using QM in a company
QM in the Logistics Supply Chain: Contents

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QM in the Logistics Supply Chain: Objectives
QM in the Logistics Supply Chain: Business Scenario
Overview of QM in the Logistics Supply Chain: Objectives
Processes in the Company

Reproduction of company processes in the SAP System:
Processing sales orders in the sales department using Sales &
Distribution (SCM)
Production planning, materials management and flow planning in
production using Production Planning (SCM) (production planning in
discrete manufacturing and repetitive manufacturing) or (production
planning in the process industry)
Procurement and warehouse management in Materials Management
(SCM)
Processing deliveries in shipping using Sales & Distribution SD
application
Inspection lots can be (do not have to be) created at several stages in the logistics
supply chain. There can be several inspection lots for an inspection lot origin.
Inspection lot origins are fixed in the system, customers can define their own
inspection types.
QM in Company Processes
QM is active in all areas of a company, for example:
Sales and distribution: Managing customer specifications for the
product
Production: Inspection during production, inspection for stock transfer,
calibration inspection
Materials management: Vendor evaluation, inspection for goods
receipt, complaints against a vendor

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Shipping: Inspection for a delivery, outgoing quality certificates
Service: Customer complaints
Entering the inspection type in the material master and then activating it
activates the inspection.
QM in Sales & Distribution (Sales Order)

QM can play an active part at the time of the sales order.
Customer/material specifications (quality info record, sales and distribution):
Logistics Master Data Quality Info Record: SD
Make an entry for the time of the quality inspection (before delivery, inspection
by customer after delivery) and for the delivery category.
Customer-specific inspection specifications (material task list assignment):
Inspection Planning Inspection Plan Change or Create; you can switch
to the Dependent characteristic specs from the inspection overview screen.
Here, you can change the customer-specific inspection specifications.
Specific customer inspection specifications can also be copied from the sales
order.
Batch determination:
SAP standard menu Logistics Central Functions Batch Management
Batch Determination Batch Search Strategy For Sales and Distribution or
specifications using the sales order. The system then uses these specifications in
a delivery to find a suitable batch.
The link of the class characteristic to the master inspection characteristic allows
the inspection specifications to be copied into the inspection lot for a goods issue
inspection for a delivery. (These specifications override those from the task list
or the material specification). A prerequisite for this is that the indicator
Inspection by batch is set in the inspection setup for the material.
The inspection types for a delivery or for the goods issue must be maintained in
the inspection setup for the material in the material master. The Active indicator
must be set.
See documentation QM in Procurement (QM-PT-RP-PRC)
QM in Production (Materials Planning)

In the material master, on tab page MRP 2, in field GR processing time, you can
enter the number of working days that are required after receipt of the goods for
the inspection and placement into storage. The materials that are in inspection
stock are then taken into account in the current stock/requirements list.
Release of production resources/tools:
SAP standard menu Logistics Production Master Data Production
Resources/Tools PRT-Master (Misc.). The release is controlled using the
status.
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In materials planning, you can monitor whether production resources/tools (for
example, commodities (such as oil) that are subject to inventory management are
available in the company.
If material is in inspection stock, it exists in the stock of the company (has been
valuated), but is not yet available to production. To make it available, the
material must be posted out of inspection stock in QM.
QM in Production
Inspections during production: Inspection lot origin 03 (discrete manufacturing),
inspection lot origin 13 (repetitive manufacturing). The inspection lots are not
stock-relevant.
For an inspection during production, you can define whether a characteristic
(characteristic-based inspection processing) is to be inspected once or several
times (inspection processing based on inspection points) during production.
Inspection operations are directly integrated in the routing, rate routing or master
recipe and the quality inspection then takes place during production.
Statistical process control (SPC):
SAP standard menu Logistics Quality Management Quality Control
Key Figures or Evaluation of Original Documents
Inspection characteristics can be monitored using control charts. If the action
limits are violated, the characteristic is automatically rejected and a quality
notification is created that is sent to the person responsible for processing using
the Workflow.
Complaints processing (internal problem notification):
SAP standard menu Logistics Quality Management Quality
Notifications. Notification type Q3
GR from production order: When goods are received in the warehouse, an
inspection lot with origin 04 (GR from production) can be created. These
inspection lots are stock-relevant when they enter the warehouse.
Partial lot assignment: To divide a material into partial lots in a quality
inspection, you must have planned inspection points in the routing and have
defined partial lot assignment. Partial lots are useful, for example, if material
was produced with various quality levels and the goods are then sent to
customers with different quality requirements (for example in the electronics
industry, where Aerospace & Defense requires strictly controlled tolerances in
comparison to those used for the hobby market).
Inspection type 03 or 04 must have been entered in the inspection setup for the
material. You must set the Active indicator.
See documentation QM in Production
QM in Procurement
Goods receipt inspections: Inspection lot origin 01

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Model inspection (inspection type 0101- very detailed inspection (inspection
type 0102, additional inspection before regular delivery stage)
Source inspections:
Logistics Master Data Quality Info Record: Procurement; You can define
the inspection type for the source inspection on the Insp. control tab page. The
Source insp. - no GR. indicator prevents the system from creating inspection lots
for goods receipts, if a source inspection lot exists for purchase order items.
On the Release tab page, you can define a block for a certain vendor with block
duration and reason for the block, the release of a certain vendor for the delivery
of a specific purchase order quantity, or a release that is restricted to a certain
period of time.
Controlling the procurement process:
Logistics Master Data Material Create or Change; you must set the
QM procurement active indicator on the Quality Management tab page, if QM in
procurement is planned at client level. You can predefine additional data for QM
in procurement using the QM control key, Certificate type and the Target QM
system.
You define the control key by choosing Tools Accelerated SAP
Customizing Edit Project SAP Reference IMG Implementation Guide
for R/3 Customizing (IMG) Quality Management QM in Logistics QM
in Procurement Define Control Keys
Complaints processing:
Notifications. Notification type Q2 (complaint against a vendor); this complaint
against a vendor is taken into account for the vendor evaluation.
Certificate and QM system:
QM procurement active indicator on the Quality management tab page. You can
define the certificate that is to be issued, using the Certificate type field. The
customer in a supply relationship can define the requirements for the vendors
QM system, using the Target QM system field. If the vendor has a QM system
the identification for this system can be stored in the quality info record for
procurement.
Vendor evaluation:
QM procurement active indicator on the Quality management tab page, if QM in
procurement is planned at client level. The conditions for QM in procurement
can be controlled using the QM control key.
The vendor evaluation takes place in MM. The vendor evaluation is calculated
on the basis of several criteria. The QM data entered in procurement, for
example, is also taken into consideration for the vendor evaluation.
Inspection type 01, 0101, or 0102 must have been entered in the inspection setup
for the material in the material master. You must set the Active indicator.
See documentation QM in Procurement (QM-PT-RP-PRC)

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QM in the Storage Process (1)

Stock transfer between plants or between storage locations: Inspection lot origin
08
Inspection for GR from production: Inspection lot origin 04 (inspection lot for
goods receipt from production that is stock-relevant, unlike an inspection lot
with origin 03)
material in the material master. You must set the Active indicator.
QM in the Storage Process (2)

Recurring inspections for batches (for example, shelf-life expiration date check
for foodstuffs): Inspection lot origin 09
Inspections for goods movements: Inspection lot origin 08 (if required you can
also use inspection lot origin 02, if dealing with a goods issue for a production
order)
QM in Shipping
Inspection for delivery:
Logistics Master Data Quality Info Record: SD
Entries for the time of the goods issue inspection (before outbound delivery [the
goods issue can only be posted after the inspection has been completed
successfully], after outbound delivery [the goods issue posting can be performed
before the inspection has been completed]) for quality inspections for the
outbound delivery, and for the delivery category. You can also define that no
inspection lot is to be generated when the outbound delivery is created, since the
customer will inspect the goods.
Inspections at good issue: Inspection lot origin 02 (goods issue inspection), 10
(delivery to a customer with ref. to a sales order), 11 (delivery to a customer
without ref. to a sales order), 12 (general delivery)
Quality certificates: The condition technique in SD controls the creation of
quality certificates. You can also control the type of certificate that is to
accompany the delivery and the information that is to be printed on this
certificate specific to the customer or material. Information from inspections is
printed on the certificate. From release 4.6, certificates can be sent electronically.
Customer complaints: Notification type Q1
Inspection type 02, 10, 1001, 11 or 12 must have been entered in the inspection

QM / .............
setup for the material in the material master. You must set the Active indicator.
QM in Service
Complaints processing: Notification type Q1
Inspections of customer returns: Inspection lot origin 06
Inspection type 06 must have been entered in the inspection setup for the
QM Processes in the Logistics Supply Chain
Planned Processes
Inspection instruction: Instruction containing information about the content of
and procedure for an inspection at a specific work center. It is created from the
data in the inspection lot and the inspection plan in the R/3 System.
Event-Controlled Processes
Creation and processing of notifications.
Information Management
The data recorded in notifications or an inspection can be evaluated using the
Information System (for example, problem notifications to the vendor,
inspection data from the quality inspection).
Demonstration: QM Processes
15 mins
Display inspection instruction
Inspection Lot Editing Display
Explain template for search; search for inspection lots for material T-BQ1##.
Describe data in the inspection lot (for example, reference to plant, material,
inspection lot origin, inspection type).
Explain detail data (for example, start date, end date, based on entries in the
material master; how are inspection lot quantity and sample size linked;
inspection specifications; usage decision: data is entered at UD.

QM / .............
Switch to the inspection plan and display status.
Inspection instruction pushbutton; the inspection instruction is printed either
when you exit the transaction or when the inspection lot is created, depending on
the settings (based on inspection type).
Display the instruction in the print spool; inspection instruction is a SAPscript
form that has data entered when the form is generated. Explain the data on the
form, (inspection plan data, material data).
This is the first time in this training course that the inspection lot data record is
explained using a system demo. You should not go into too much detail during this
demo. The aim is to give the course participants a quick overview of the inspection
lot data record. You should show the details from the inspection lot data record (for
example, material documents, purchase order documents, stocks, orders) in the other
demos that follow on from this one.
The inspection lots for material T-BQ1## are created for this exercise using the
CATT. The transaction QA01 is used in the CATT. This means that the inspection
lots are manual inspection lots and they are not stock-relevant.
Exercises: QM Processes
25 mins
Topic: QM in Procurement
Total 150 mins

Procurement processes from a QM standpoint

Inspection and certificate processing at goods receipt
Use of the quality information record in procurement
QM in Procurement: Objectives

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QM in Procurement
Management of the material/vendor information in Quality Info Record:
Procurement on Insp. control tab page (for example, vendors QM system;
inspection control for a specific material/vendor combination). Vendor-
dependent inspection specifications in the GR inspection plan.
Vendor evaluation in MM based on different criteria (such as, quality), vendor
release and vendor selection in Quality Info Record: Procurement on the Release
tab page.
Management of quality documents (such as, technical delivery terms and quality
assurance agreements in Quality Info Record: Procurement on the Quality
agreement tab page.
Control of source inspections and type of source inspection by entering
information on the Insp. control tab page in Quality Info Record: Procurement.
Processing complaints against vendors using quality notifications, for example,
if the goods have passed the goods receipt inspection, but defects are identified
in production.
Monitoring of the certificates at goods receipt. If necessary, data can be
transferred from the certificate. A certificate check can also be performed.
Procurement Chain
When goods are procured, the system checks whether the relevant vendor is
released or blocked by QM for the delivery. The technical delivery terms (can be
managed in versions using engineering change management) and the quality
assurance agreement is then also checked.
The vendors QM system (maintained in the QM info record for procurement or
in the vendor master record) and the vendor evaluation (from MM) are taken
into consideration for vendor selection.
Goods can only then be purchased from vendors that fulfill the specifications.
Certificate requirement and inspection type (source inspection or GR inspection)
are defined in the material master (inspection setup). From release 4.6, a GR
inspection can take place, if the inspection lot was rejected in the source
inspection.
You can release goods based on manufacturer or vendor, (for example, if a
vendor delivers goods from different manufacturers). This means that only goods
from a particular manufacturer can be used.
The certificate requirement is checked at GR; this means that goods can only be
released for use, if the certificate has been received. Automatic reminder system
is linked to this function.
Inspection stock: goods are classed as stock-relevant in the company, but can
only be used for production, once QM has released and posted them out of
inspection stock.
Depending on the results of the GR inspection, dynamic modification can take
QM / .............
place, a delivery block can be set, a complaint against a vendor can be created,
or a payment block can be set.
Quality costs are recorded in the GR inspection (activity confirmation at results
recording and/or the usage decision).
Vendor Request for Quotation (RFQ)

If the indicator technical delivery terms is set in the QM control key, technical
delivery terms must be assigned to the material. These technical delivery terms
can be printed for purchase orders and queries.
Quality Criteria for Vendor Selection

Division of main criteria and subcriteria (results from GR lots, complaints from
production and audits).
Vendor evaluation in the system(MM); SAP Menu Logistics Materials
Management Purchasing Master Data Vendor Evaluation
Demonstration: Vendor Evaluation - Optional

Purchasing organization 1000, vendor 1000
SAP standard menu Logistics Materials Management Purchasing
Master DataVendor Evaluation Display
Choose Goto Graphic to access a detailed display of the vendor evaluation.
Purchase Order
The purchase order includes information from the material master record and
vendor master record.
Quality-related information comes from the Quality Info Record: Procurement.
Source Inspection
Depending on the settings in the material master, an inspection lot can be created
at GR and the goods can be posted to inspection stock (this means that the
delivery date is the same as the inspection start. Alternatively, a source
inspection can be carried out (inspection start is then the delivery date minus the
lead time that was entered in the quality info record for procurement).
Consideration of duration of goods receipt inspection
Logistics Master Data Quality Info Record: Procurement; the lead time
can be predefined in days on the Insp. control tab page. This means that the lead-
time is deducted from the planned delivery date and defines the start date for the

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inspection.
From 4.6, an additional GR inspection lot can be created, if the source inspection
was rejected at the UD.
Demonstration: Quality Info Record

Material 60-100F, vendor 1000
Logistics Master Data Quality Info Record: Procurement
Processing Inspections at Goods Receipt

Mention the important indicator Certified in Customizing for QM in
procurement!
Tools Accelerated SAP Customizing Edit Project SAP Reference
IMG Implementation Guide for R/3 Customizing (IMG) Quality
Management QM in Logistics QM in Procurement Define QM Systems
(Actual QM System)
The indicator leads to an inspection skip as a result of the certification status. If
the indicator is set, no inspection lot is created, although one has been planned in
the material master. If a certified QM system has been entered in the vendor
master record, the inspection skip applies to all materials delivered by this
vendor. If such a QM system has been entered in the info record for controlling
QM in Procurement, the inspection skip only applies to a specific combination
of material, vendor and plant.
A certified QM system that has been entered in the vendor master record can be
made ineffective by the inspection control in the QM Info record for
procurement for a specific material and plant.
Quality Certificates at Goods Receipt

Explain the without inspection lot case:
Management QM in Logistics QM in Procurement Define Keys for
Certificate Processing Define Certificate Types Control without certif.
Field. This field controls the system response, if the required quality certificate
has not been received with goods receipt. It then controls whether an inspection
lot is created at goods receipt.
Explicit check for certificate:
Certificate Processing Define Certificate Types Certificate check required
field

QM / .............
If this indicator is set, the certificate content must be checked explicitly when
the certificate has been received, before the status 5 Certificate stored and
checked can be set. The certificate check is confirmed in the certificate
transaction or at the usage decision. This security measure is used primarily for
the receipt of an electronic certificate, to check the accuracy of the content.
Until the certificate has been confirmed, the system behaves as if the certificate
has not been received.
Electronic Transmission of Certificates

In accordance with the agreement between the customer and vendor, the
requirements for electronic certificate and data transfer are met. This means that:
- The vendor does the certificate planning and creates certificates for the delivery
- The customer performs their own GR inspection planning and determines, which
data from the certificate is to be transferred to the GR inspection lot.
Handling Unit Management

Quality Inspections Using Handling Units
The indicator Inspection for HU is set in the QM view of the material master so
that the inspection lot is created with the shipping notification (that is, before the GR
posting).
Demonstration: QM in Procurement
30 mins
Display QM inspection setup for material

Logistics Master Data Material Display
Explain the fields on the Quality management tab page in detail. Display and
explain the QM control keys (settings are made in Customizing).
Posting a miscellaneous goods receipt
SAP standard menu Logistics Materials Management Inventory
Management Goods Movement Goods Receipt Other
Displaying an inspection lot
Usage decision for the inspection lot and inspection stock
Inspection Lot Usage Decision Record
Stock pushbutton
Entering a certificate receipt

QM / .............
Certificates Inbox Record
Posting a goods receipt for a purchase
SAP standard menu Logistics Materials Management Inventory
Management Goods Movement Goods Receipt For Purchase Order
PO Number Known
Results recording for an inspection lot for goods receipt
Worklist Results Recording
Usage decision for an inspection lot
Create a complaint against a vendor
Notification Create
The exercises 1-1 and 1-2 should be done immediately after the relevant demos are
finished. Otherwise, too much will be shown at once.
Exercises 2-1 and 2-2 illustrate a complete inspection process, including results
recording.
Different lists can be shown during these exercises:
Inspection lot list: transaction QA33, selection using materials T-BQ300 to T-
BQ320, change layout, add additional fields to the display (quantity to be posted,
inspection stock, unrestricted-use stock ....)
Stock on posting date: transaction MB5B, selection using the materials T-BQ300 to
T-BQ320, change layout, add additional fields to the layout (for example, reason for
movement, text, entry date, name of user ......)
Exercises: QM in Procurement
60 mins
Course Schedule
Day Two (360 Minutes)
Approximate Content: Units and Topics Activities: Instructor and Participant

Duration
20 mins Recap of day one Slides, system demo
80 mins Unit 4: QM in Procurement Exercises and solutions
QM / .............
80 mins Unit 4: QM in Production Slides, system demo

80 mins Unit 4: QM in Production Exercises and solutions
50 mins Unit 4: QM in SD/Service Slides, system demo
50 mins Unit 4: QM in SD/Service Exercises and solutions
360 mins Total
Additional notes:
Recap (with reference to exercises; questions to participants):
Explanation of R/3 screen (menu bar, F1/F4 help)
QM functions:
QM master data
Material master (QM view, inspection setup)
Inspection lots
Usage decision
Quality notifications (planned and unplanned events)
Quality certificates
Quality control (dynamic modification procedure)
QM in the logistics supply chain
QM in procurement
Inspection stock -> UD -> Goods can be used

QM / .............
Topic: QM in Production
Total 160 mins
Presentation and Demo 80 mins
Use of QM in production
How to carry out an inspection during production and its consequences
Quality inspections for a goods movement, once production has been completed
QM in Production: Objectives
QM in Production/Process Industry
Integrating inspection planning/production operations: Inspection operations
can be directly included in routings (discrete manufacturing and repetitive
manufacturing) or master recipes (Process Industry).
Controlling inspections during production: Inspection lot origin 03 (inspection
during production, not stock-relevant), inspection lot origin 04 (inspection lot
for goods receipt in the warehouse from production, stock-relevant)
Statistical process control (SPC): Control charts
Processing internal problem notifications: Notification type Q3
Production Chain
When an order is released, sample calculation and inspection lot creation take
place automatically. One inspection lot is created for the production or process
order.
The Approval procedure and approval of inspection lots is dealt with in more
detail in the following unit (Functions in Detail, Quality Planning).
It may have been stipulated that an inspection lot can only be processed, if the
inspection plan on which the inspection is based has been approved. This is
controlled by the Change rule indicator in the inspection plan header. This
indicator is linked to engineering change management. The inspection plan can
only be changed using a change number and inspection lot processing is
automatically approved. If the inspection plan has not been approved, approval

QM / .............
can be given manually (as long as the user has relevant authorization).
If an inspection of the material has been planned using a material specification,
(not subject to engineering change management), approval can be given
manually in the inspection lot, (as long as the user has relevant authorization).
Different stages of the inspection, (for example, results recording, UD) can be
controlled using additional authorizations (for the material and the user). This
allows you, for example, to require a digital signature to record results for a
material. Results recording for this material can only then be carried out by a
user, who has authorization to record results with a digital signature.
In an inspection during production, results and/or defects are recorded for
inspection characteristics that are stored in operations. Results recording can
take place either based on characteristics or on inspection points.
You can use control charts to continuously monitor whether a process is in
control. If specification limits are exceeded, a quality notification is
automatically created.
External operations can be included in production. If this occurs, a purchase
order requisition (Preq) is automatically created. The goods can then be subject
to another inspection when they are received (GR from external processing),
before being used in the normal production process.
When results are recorded, the inspection characteristics are valuated and the
yield and share of scrap are confirmed in the PP order. If there is a quantity to
be scrapped, this is recorded and the use of the yield determined. Partial lots
can be formed based on the quality of the goods produced (depending on the
specifications at header level) and the batches can be classified. Prerequisite
for batch classification is a link between master inspection characteristics and
class characteristics. Proposals for batches can be copied from the header data
in the order.
Order Release
If you are working with unplanned samples, then sample data records can be
created with reference to the production or process order. The sample is created
using transaction QPR1.
Once the sample has been created, an inspection lot is created for the sample.
Prerequisite for this process is that an inspection type is assigned to inspection lot
origin 15 in the material master and that this inspection type is active.
Inspection During Production

If characteristics are rejected, defect codes can automatically be transferred to the
quality notification. Prerequisites: Control indicator "Automatic Defects
Recording" set for inspection characteristic and codes of catalog type 9 must be
entered for the inspection characteristic. Furthermore, it is possible to perform
defects recording in the dialog with the user. The prerequisite for this is also that
the indicator Automatic Defects Recording must be set for the inspection
characteristic. However, no codes of catalog type 9 should be assigned directly for
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the inspection characteristic.
Creating a Notification for Order Confirmation

For order confirmation in PP (time ticket for operation, transaction CO11N), screen
areas can be defined in PP Customizing. It is possible to include a screen area for
the creation or changing of a quality notification.
You can use the user parameter "CORUPROF" to determine how individual users
can perform confirmations.
If you want to show an example at this point, you need to assign the confirmation
profile PLM410 to the user PLM400-##.
Inspection for External Processing

Optional demonstration in the system: So that additional processing only takes
place, once the inspection for external processing has been completed
successfully, the external operation must be confirmed completely, before the
next operation can take place. Materials from external processing do not have
their own material number and cannot therefore be managed using the
inspection stock.
If external processing is planned, a purchase requisition and a purchase order
are created automatically. When the goods are received, an inspection lot for
the GR from external processing (inspection type 0130 for inspection lot origin
01) is created and processed.
Demonstration: Production Order Release, Routing, Master Recipe

SAP standard menu Logistics Production Production Control
Order Create
Inspection Planning Routing Routings Standard Routings
Display
Planning Inspection Planning Master Recipe Recipe and Material List
Display
Combination of Partial Lots into Batches

Several partial lots can be combined to form batches, depending on the settings
in the header of the routing or the master recipe.

QM / .............
Inspection for Repetitive Manufacturing

Inspection lots are no longer automatically created for the production version. The
inspection lot for the production version is created using the Inspection lot
monitor:
Quality Management Quality Inspection Worklist Inspection Lot Creation
Inspection Lots for Repetitive Manufacturing (transaction MFPR)
Refer to documentation Inspections for Repetitive Manufacturing and Creating
Inspection Lots for Production Versions in the Inspection Lot Creation folder.
Goods Movements
GR from production to warehouse (inspection lot origin 04)
Inspection for delivery (inspection lot origin 02 [goods issue inspection], 10
[delivery to a customer with ref. to sales order], 11 [delivery to a customer
without sales order, 12 [general delivery])
Early Inspection at Goods Receipt from Production

The creation of the early goods receipt inspection lot is controlled in the
material master. The Control insLot indicator that is assigned to inspection lot
origin 04 now has an additional selection option.
You can use inspection points in the inspection plan for the early 04 lots.
Demonstration: QM in Production
15 mins
Processing inspection
Inspection Worklist Results Recording
Histogram pushbutton
Control Chart pushbutton (only for characteristic 20 in operation 60)
Enter usage decision
Routing and specifications for quality inspection
SAP standard menu Logistics Production Master Data Routings
Routings Standard Routings Display
Check that the control chart can be called up beforehand in the system. It can
sometimes take a considerable amount of time before the control chart is displayed
in the graphic window of QE51N. If necessary, you should warn the participants
QM / .............
before they begin with the exercise.
Exercise: QM in Production
40 mins
Demonstration: QM in the Process Industry
15 mins
Results recording from PI sheet

SAP standard menu Logistics Production-Process Process
Management PI sheet WorklistMaintain
Record inspection results pushbutton
Partial lot pushbutton
Batch pushbutton
Inspection completion by usage decision

Inspection Inspection Lot Usage Decision Record
The Industry Business Units offer special courses, for example, with a focus on
the chemical industry. From release 4.6, there is a new course for QM in the
process industry - PLM421.
Exercises: QM in the Process Industry
40 mins
Depending on the interests of the participants, or if there is too little time, the
instructor can decide whether or not to go through both of the exercises for the
inspection during production or whether to just cover one of the themes (process
manufacturing or discrete manufacturing).
Important: The results from the inspection during production of the shaft (material
T-BQ5##) are required for the evaluation in unit 5. If you only cover the process
manufacturing exercise at this point, you must remember to inform the participants
that they must use the material T-HT2## instead of material T-BQ5##, the plant
1100 instead of plant 1000, and the task list type 2 instead of task list type N for the
Quality Control exercise in unit 5.

QM / .............
Topic: QM in Sales/Service
Total 100 mins
Use of QM application in sales processing and Service areas

QM-relevant processes for a sales order and for a delivery
Use of quality notifications to process customer complaints
QM in Sales and Distribution/Service: Objectives
QM in Sales and Distribution/Service

Managing material/customer information in the SD quality information record
(mention similarity to procurement quality info record). Customer specifications
can be defined based on a material.
Controlling goods issue inspections in the SD quality info record:
Defining when the goods issue can be posted: Only once the goods issue
inspection has been completed, or during the goods issue inspection
Defining whether the inspection is to be carried out by the customer (this
means that no inspection lot is created for the delivery note)
Creating quality certificates (using condition technique in SD to control, when
the certificate is to be created and how it is to be sent to the customer
(electronically or by post).
Certificates Outbox Certificate Recipient Create
see documentation Creating Certificate Recipients in folder Quality Certificates
(QM-CA)
Processing of customer complaints: Notification type Q1
Sales Chain
Customer-specific inspection specifications are stored in the sales order and in
the SD quality info record.

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After production, a delivery is created in SD. Depending on the control data, the
goods issue can be posted immediately or once the UD has been made for the
inspection lot.
When the delivery has been created, an inspection lot with inspection lot origin
10 (delivery to a customer with sales order), 11 (delivery to a customer without
sales order), or 12 (general delivery) is generated.
If necessary, batch determination takes place in SD (dependent on the customer
specifications).
A certificate can be enclosed with the delivery. The customer can specify the
information that is to be printed on the certificate. For this purpose, a certificate
profile is assigned based on the customer or material.
Certificates Outbox Certificate Profile Assignment Create.
Customer complaints are processed using notifications (notification type Q1).
You can also process repairs using quality notifications. If required, you can
inspect returns (inspection lot origin 06, inspection type 06.
See documentation QM in Sales and Distribution (QM-PT-RP-SD, Inspection
for a Delivery, Effect of Delivery Processing on Inspection Lots, Features of a
Quality Inspection for a Delivery (Folder QM in Sales and Distribution),
Customer Complaint (Quality Notifications folder) and Repairs Processing
Using Quality Notifications (RMA), Functions for Repairs Processing, Repairs
Processing Using Inspection Lots in QM (Quality Notifications folder).
Delivery Inspection
The SD quality info record uses information from the customer master record
(SD) and the material master record (MM).
If the customer master record has been created for a customer in SD, you can
define numerous inspection specifications for this customer. These specifications
relate to all materials that are delivered to this customer. The specifications
include the following control parameters:
Quality inspection
You use this parameter to define, if a quality inspection is to take place, (if
there is to be one):
Before the goods issue is posted
After the goods issue is posted
By the customer (if you choose this option, QM does not create an
inspection lot for the delivery
Delivery Category
You use this parameter to document the release status for the customer (for
example, whether the customer has released you for a substitute, model or
regular delivery).
Documents
This parameter allows you to create a link to quality documents using the
document management system (for example, quality assurance agreement or
technical delivery terms.

QM / .............
If a delivery item was created for a material, but there is no customer
information record for this customer/material, the system uses the customer
specifications to determine the QM inspection specifications.
To define specifications for a customer, a corresponding customer master record
must exist for this customer in SD. See documentation Defining Default
Customer Specifications.
Delivery
An inspection lot can be generated for a delivery. Results are then recorded for
this lot and a usage decision made. The data that is recorded (which can include
information on the basic material and from the production chain) can be printed
on the certificate that accompanies the delivery.
The customer can receive material from the warehouse, or direct from
production.
Service
The statistical data is updated (based on customer or material).
From release 3.1, customer complaints can be recorded over the Internet
(Internet service: QMW1). The customer can create problem notifications
directly in the vendors system.
Catalogs can be created to simplify the process of recording problems.
Technical prerequisites: The vendor must have access to an ITS for the SAP
system.
Repairs Processing Using Quality Notifications

See documentation Repairs Processing Using Quality Notifications (RMA),
Functions for Repairs Processing and Repairs Processing Using Inspection Lots
in QM.
Integrated in the standard system from release 4.6.
The instructor can show an RMA using material T-FSN## at this point. Additional
data: Plant: 1200, Sales Organization, 1000, Distribution Channel: 14, Division: 00,
Customer: T-CSD##, Purchase Order No. of Customer: RA-##. Create the repair
order using the action box of the quality notification.
Demonstration: QM in Sales/Service
20 mins

QM / .............
Quality inspection for a delivery

SAP standard menu Logistics Sales and Distribution Shipping and
Transportation Outbound Delivery Create Single Document Without
Order Reference
Creating a transfer order
SAP standard menu Logistics Sales and Distribution Shipping and
Transportation Outbound Delivery Change Single Document
Subsequent functions Create transfer order
Recording inspection results and UD
Customer complaint for a delivery
Notification Create
Customizing: Tools Accelerated SAP Customizing Edit Project SAP
Reference IMG Implementation Guide for R/3 Customizing (IMG) Quality
Management Quality Notifications Notification Creation Notification
Types Define Screen Templates for Notification Type Define Initial Screen
You can set different initial screens.
Before you go through the demo, you should check which initial screen is set for the
Q1 notification in Customizing. For this exercise, you should use the screen 0130, so
that the delivery number and the item and subitem numbers can be entered when you
are creating the Q1 notification.
One batch of the material was delivered. The batch is located in the subitem for the
main item 10 for the delivery. The following now applies to the creation of a Q1
notification:
If you enter the delivery number and the item 10 on the initial screen, then no
quantity is copied to the notification.
If you enter the delivery number and the subitem number on the initial screen, then
the quantity from the delivery is copied to the notification.
Exercises: QM in Sales/Service
50 mins

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QM in the Logistics Supply Chain: Unit Summary

Questions?
Course Schedule
Third Day (360 minutes net)
Approximate Content: Unit and Topics Activities: Instructor and Participants

Duration
20 mins Recapitulation of second day Slides and system demo
Unit 5: Functions in Detail
70 mins Unit 5: Quality Planning Slides, system demo
40 mins Unit 5: Quality Planning Exercises and solutions
90 mins Unit 5: Quality Inspection Slides, system demo
60 mins Unit 5: Quality Inspection Exercises and solutions
40 mins Unit 5: Quality certificates Slides and system demo
40 mins Unit 5: Quality certificates Exercises and solutions
360 mins Total

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Additional notes:
Unit 5: Functions in Detail
840 mins
Contents of Unit
Overview
Quality Planning
Quality Inspection
Quality Certificates
Quality Notifications
Quality Control
Test Equipment Management
Stability Study
List of QM functions
Explanation of tasks of individual QM functions and evaluation of their use in
the company
Planning and performing quality inspections with the required master/basic data
Topic: Overview and Quality Planning
Total 110 min.

Presentation and demo 70 min.
Overview of QM Functions.
General Master Data
Inspection Planning
Basic Data

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Functions in Detail
Functions in Detail: Unit Objectives
Functions in Detail: Business Scenario
Functions in Quality Management

Brief introduction of the QM menu in the SAP standard menu
Quality Planning Functions

General master data (for example, maintaining quality info records, class
characteristics, QM-specific material master data, quality documents)
Inspection planning (for example, maintaining task lists and material
specifications)
Basic data (for example, maintaining master inspection characteristics,
inspection methods, catalogs, selected sets)
General Master Data: Overview

Quality info record procurement, quality info record sales & distribution (QM):
Logistics Master Data Quality Info Record: Procurement or Quality Info
Record: SD
Material master (MM): SAP standard menu Logistics Materials
Management Material Master Material
Customer master (SD): SAP standard menu Logistics Sales and
Distribution Master Data Business partners Customer
Batch classification (CA): SAP standard menu Logistics Central
Functions Batch Management
Quality documents (CA): SAP standard menu Logistics Central

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Functions Document Management System
Material specification (QM): SAP standard menu Logistics Quality
Management Quality Planning Inspection Planning Material
specification
Vendor master (MM): SAP standard menu Logistics Materials
Management Purchasing Master Data Vendor
QM-Relevant Information Records

See documentation The Customer Information Record in the folder QM in Sales
& Distribution and The Quality Information Record in the folder QM in
Procurement.
Quality Documents for Supply Relationships

Technical delivery terms: Document with quality-related content that is
defined in the SAP document management system and assigned to one or
several materials.
Quality assurance agreement: Document with quality-related content that is
defined in the SAP document management system and applies to one or more
supply relationships. It is a special agreement between vendor and customer, for
example, to assure the compliance with given quality specifications, or to
oblige the vendor to document the quality of goods.
See documentation Quality Assurance Agreement in the folder QM in
Procurement.
Note: In the delivery system, technical delivery terms (document type Q02) can
only be assigned to a material. If a certain change is made in Customizing,
technical delivery terms can also be assigned to the vendor. See the following
IMG documentation for more information: Quality Management QM in
Logistics QM in Procurement Define Document Types
Material Specifications
Material Specification: Assigns inspection characteristics to a material.
The specification for a material can be used in the context of an inspection
specification as an inspection requirement. If inspection characteristics
belonging to a material specification refer to the classification characteristics of
a batch, the inspection results for these characteristics are carried over into the
batch valuation.

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Material Specification with Batch Valuation

See documentation Link: Master Inspection Characteristic - Class
Characteristic, Impact of the Link in Batch Valuation in the folder Basic Data.
Demonstration Creating a Material Specification
10 min.
Inspection Planning Material Specification Edit
Material T-BQ400, master inspection characteristic 8-106 (plant 1000),
sampling procedure Fix 3-0
Inspection Planning
See documentation in the folders Inspection Planning and Inspection Planning
Using the Engineering Workbench.
Task List Types

See documentation Task List in the folders Inspection Planning and Inspection
Planning Using the Engineering Workbench.
Task List Type: Classifies task lists according to their functionality. In PP, the
following task list types are used:
Routing
Reference operation set
Rate routing
Standard rate routing
Inspection Plan Structure

See documentation Inspection Planning with Inspection Plans in the folders
Inspection Planning and Inspection Planning Using the Engineering
Workbench.
Using Task Lists

Task list usage: Key that indicates to which area the task list applies (for
example, production, construction, universal, plant maintenance/service, goods
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receipt, goods receipt - model, goods receipt - preliminary series, goods receipt
- external processing, goods issue, goods issue model).
Note: "Task list usage" must not be confused with the use of a production
resource/tool (PRT) or work center. In the PRT and work center master data, the
usage identifies the task list types in which the PRT or work center may be
used.
Demonstration: Inspection Plan
10 min.
Inspection Planning Inspection Plan Display (Material T-BQ100, Plant
1000)
Display of the task list usage, structure
Basic Data for Inspection Planning

Basic Data:
Catalog
Selected Set
Inspection Characteristic
Class Characteristic
Inspection Method
Sample Sampling Procedure
Sample Sampling Scheme
Sample Dynamic Modification Rule
Sample Sample Drawing Procedure
Work Center
Production Resources/Tools
See documentation in the folder Basic Data
Sample Determination (Basic Data)

See documentation Sample Determination in the folder Basic Data

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Sample Determination (Procedure)

The where-used list for sampling procedures and dynamic modification rules
gives you an overview of the use of this basic data in task lists, material
specifications (for sampling procedures only), and the inspection setup. Central
replacement of this basic data is possible. See documentation: Where-Used
Lists and Central Replacement in the folder Inspection Planning.
Demonstration: Sample Determination
5 mins
Basic Data Sample
Sampling Scheme
Sampling Procedure
Dynamic Modification Rule
Catalogs
Point out the follow-up actions for selected sets regarding catalog type 3.
Catalog types: Main category to comprise code groups and codes according to
the content (for example, characteristic attributes, defect types, usage
decisions). The meaning of the catalogs 0 to 9 and A to O is defined by SAP.
The other catalogs (P to Z) can be defined by the customer:
1 Characteristic attributes
2 Tasks
3 Usage decisions
4 Events
5 Causes
6 Results of defects
8 Activities (QM)
9 Defect types
A Activities (PM)
B Object parts
C Overview of damage
D Coding
E Defect locations
Selected set: Selection of specific entries (code groups and codes) of a catalog.
A selected set enables the user to choose only those code groups and codes of a
catalog that are required or allowed for a specific purpose. Selected sets contain
valuated codes.
Note: The key for the selected set to be displayed or changed can be entered
directly, or you can enter a generic entry if you want to process or display
several selected sets. If you enter the generic entry A* you get all selected sets
whose key starts with an "A". When you use a generic entry for processing
selected sets, the system locks all the selected sets affected that have been

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defined for the plant.
Demonstration: Catalogs and Selected Sets
5 min.
Basic Data Catalog:
Code group
Selected Set
Display code groups and codes of catalog types 1, 3, 9 (Defect types)
Display selected sets (comment on the valuation)
Test Equipment (PRT)

SAP standard menu Logistics Production Master Data Production
Resources/Tools
Basic Data Production Resources/Tools:
Test equipment (Production Resources/Tools) can be defined using different
types of master record, for example:
Material: If general logistics functions are required for the test equipment
(for example, procurement, stock management or quality inspection
functions) you maintain material master records for the test equipment (for
example, consumable materials for inspections, such as cleaning cloth).
Batch: If individual pieces of test equipment or groups of test equipment
must be treated separately, you can create batch master records for the
materials. If test equipment is managed in batches, you can trigger
calibration inspections by deadline monitoring.
Equipment: The equipment master record covers versatile tools and
methods of PM for the monitoring, maintenance and calibration of test
equipment.
When a production order is released, the equipment status is
checked for usability, if the equipment is specified as a
production resource/tool.
Maintenance cycles can be set dependent on the usage.
If maintenance is due, the system creates maintenance orders
automatically.
Calibration results are documented in the calibration history.
Document: The PRT master record can refer to document master records.
Document master records can be used as test equipment in task lists. Using
the interfaces of the document management system or SAP Archive Link,
the user can retrieve drawings and other documents.

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PRT-Master: Contains the administrative data typical for planning master
data records, and information about status, location and about the
assignment to a group or set of production resources/tools, if required.
Customizing setting: Tools Accelerated SAP Customizing Edit Project
SAP Reference IMG Implementation Guide for R/3 Customizing (IMG)
Production Basic Data Production Resources/Tools.
There are additional settings for the document, material, and equipment master
record.
The following functions are currently not part of the standard system:
Status monitoring for test equipment that is not defined as equipment, or as
PRT master record. When an order is released, the system checks the status
of the test equipment or PRT master. For test equipment that is defined
differently, organizational measures must be taken to safeguard that only
the usable items of equipment are used.
Capacity monitoring for test equipment; Consideration of capacity
regarding orders/inspection operations in terms of:
Scheduling/capacity planning
Calculation
Confirmation
An availability check for test equipment can be performed using a
report that displays the current use of equipment in production
orders.
Data in the training system for other PRT:
HM00 [caliper gauge / caliper]
PP-FHMS [PP production resources and tools]
Master Inspection Characteristics, Inspection Method, Reference Operation

Set
Basic Data Inspection Characteristic
Basic Data Inspection Method
Inspection Planning Reference Operation Set
Reference operation sets can be used as copy model for inspection plans.
See documentation for master inspection characteristics in the folder Basic
Data.
See documentation for inspection methods in the folder Basic Data.
See documentation for reference operation sets in the folders Inspection
Planning (QM) and Routings (PP).

QM / .............
Work Center
SAP standard menu Quality Management Basic Data Work Center
Basic Data in the Inspection Plan
Distribution of QM Master Data

This slide gives a general overview of the QM master data that can currently be
distributed using ALE. You should not go into detail at this point.
Additional information can be found in the SAP HelpPortal using the search term
"ALE AND QM"
Approval Procedure
You can determine that an inspection lot can only be processed if the
corresponding inspection plan has been approved. This is controlled by the
indicator Change rule in the inspection plan header. This indicator sets a link to
the change management. If the indicator is set, the inspection plan can only be
changed with a change number, and inspection lot processing is approved
automatically. If the inspection plan has not been approved yet, a single
approval for the inspection lot can be set manually (if the user has the required
authorization).
Inspection Planning Inspection Plan
If the material is inspected using a material specification (not subject to change
management), a single approval for the inspection lot can be set manually (if
the user has the required authorization).
Management Environment Central Functions Authorization
Management Define Authorization Groups Authorization groups for QM
materials
This authorization group must be entered in the material master for the desired
material on the tab page Quality Management in the field QM material auth..
Logistics Master Data Material Quality management tab page
The material authorization groups are defined in Customizing (see path above).
If the user enters a material authorization group in the material master, the
system checks for the material, if the user is allowed to access the following
objects:

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Change the material authorization group in the QM view of the material
master
Maintain material specification
Process inspection lots
Record results (characteristic results and defect data)
Process inspection completion and usage decision
Maintain quality level
Process quality information records
If an authorization group is entered in the material master, the system makes an
authorization check.
To pass the authorization check, the user requires a material authorization that
contains the corresponding authorization as field value.
For the individual steps of an inspection (for example, results recording, usage
decision) fine adjustments can be made by using additional authorizations (for
the material and user). You can determine that results recording for a special
material requires a digital signature. In this case, only a user with authorization
for results recording with digital signature can record the results for the
material.
Tools Accelerated SAP Customizing Edit Project SAP Reference IMG
Implementation Guide for R/3 Customizing (IMG) Quality Management
Environment Central Functions Authorization Management Define User
Authorization Maintain authorization Quality Management Material
Authorization
Demonstration: Quality Planning
20 min.
Qualitative master inspection characteristic

Basic Data Inspection Characteristic
Show reference possibilities for master inspection characteristics
For example, COND -> qualitative, with catalog and selected set
STROM -> quantitative, with test equipment, catalog,
physical sample-drawing text
Mention the features of a master inspection characteristic (Reference
characteristic, Complete copy model, Incomplete copy model).
If the master inspection characteristic is defined as Complete copy model or
Reference characteristic, the system checks, depending on the control
indicators, if the characteristic has been maintained completely.
Option Reference characteristic: If the master inspection characteristic is
used in a task list or material specification, a link to this master inspection

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characteristic is created. If required, the user can deactivate this link and
adjust the data individually (for example, tolerances).
Option Complete copy model: If the master inspection characteristic is used
in a task list or material specification, the link to this master inspection
characteristic is deactivated. Therefore, the user can adjust the data
immediately (for example, tolerances). Thus, this master inspection
characteristic can only be used as a copy model.
Option Incomplete copy model: If the master inspection characteristic is
used in a task list, the master inspection characteristic is copied to the task
list. You cannot use such a master inspection characteristic in a material
specification.
Inspection characteristic in the inspection plan
Inspection Planning Inspection Plan
Exercises for Topic Quality Planning
35 min.
Topic: Quality Inspection
Total 150 min.

Presentation and Demo 90 min.
Inspection lot processing

Results recording
Defects recording
Sample management
External systems
Quality Inspection Functions

QM / .............
Inspection Lot Processing

See documentation in the folders Inspection Lot Creation, Results Recording,
Defects Recording, Inspection Lot Completion and Sample Management
Inspection Lot Creation

See documentation Inspection Lot Creation in the folder Inspection Lot Creation
Inspection Lot Origin and Inspection Type

Depending on material/plant, the user can use other inspection types than the
default inspection type that is defined in Customizing.
You can define several inspection types for one inspection lot origin, and
activate these in the inspection setup for the material. When creating an
inspection lot, the system selects an active inspection type according to the
following order:
1. The inspection type is determined on the basis of a special rule: When using
inspection lot origin 01, the insp. type can be derived from the quality info
record, or, when using inspection lot origin 03, it can be derived from the
order type.
2. If no special rule applies and the indicator Preferred Ins Typ is set, the
system selects the preferred inspection type for the corresponding inspection
lot origin.
3. If the indicator Preferred Ins Typ is not set in any inspection type assigned to
the inspection lot origin, the system selects the inspection type that has been
assigned to the inspection lot origin as variant 01 in Customizing.
If the selected inspection type is not active, no inspection lot will be created.
Note: The users can evade this order of sequence by determining the inspection
type with their own rules using the customer enhancement QAAT0001.
One inspection type per inspection lot origin can be defined as preferred
inspection type.
Logistics Master Data Material Tab page Quality management Insp.
setup
If several task lists are used in inspection lot creation for a material, you can
define different task list usages for the individual inspection types. Moreover,
you can activate a particular inspection type for each material and define it as
preferred inspection type.
For example, GR-inspection for model, preliminary series, series, external
processing.
Management Quality Inspection Inspection Lot Creation Maintain
Inspection Types Detail
Inspection lot origins are defined in Customizing. The inspection types are also

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assigned to the inspection lot origins here.
Inspection Lot Origins and Assign Inspection Types
See documentation Inspection Lot, Inspection Lot Origin, Inspection Type,
Inspection Type for Automatically Created Lots, Assignment of an Inspection
Specification in the folder Inspection Lot Creation
Demonstration: Inspection Type and Inspection Lot Origin - Dependencies
5 min.
Inspection lot origin - inspection type

Inspection type: Tools Accelerated SAP Customizing Edit Project
SAP Reference IMG Implementation Guide for R/3 Customizing (IMG)
Quality Management Quality Inspection Inspection Lot Creation
Maintain Inspection Types Detail
Inspection lot origin - inspection type: Tools Accelerated SAP Customizing
Edit Project SAP Reference IMG Implementation Guide for R/3
Customizing (IMG) Quality Management Quality Inspection Inspection
Lot Creation Maintain Inspection Lot Origins and Assign Inspection Types
Sequence of Inspection Lot Processing

See documentation Inspection Lot Processing, Inspection Lot Creation,
Inspections for Goods Movements, Recurring Inspections for Batch Materials,
Inspections Triggered by the Release of Orders, Inspections for Repetitive
Manufacturing, Inspection of Physical Samples, Inspections for a Delivery in the
folder Inspection Lot Creation.
Inspection Lot Creation

See documentation Inspection Lot Creation, Assignment of an Inspection
Specification, Calculation of Sample Size, Printout of Instructions (Inspection
Instruction, Sample-Drawing Instruction) in the folder Inspection Lot Creation.
Inspection Specifications from Variant Configuration

See documentation Effects of the Link in Variant Configuration and Link:
Master Inspection Characteristic - Class Characteristic in the folder Basic Data
and documentation Inspection Specifications from Variant Configuration in the
To use the inspection specifications from the variant configuration, the master
QM / .............
inspection characteristics must be linked to class characteristics. In addition, the
indicators Insp. by configuration. and/or Insp. with mat spec. and/or Insp. with
task list must be set in the QM view of the material master.
In determining the inspection specifications, the inspection specifications from
the variant configuration have priority over the specifications from the material
specification, and the latter have priority over those from the task list.
Valuation in Configuration
and documentation Inspection Specifications from Variant Configuration in the
Additional Characteristic from Variant Configuration

For additional information, see: SAP Help Portal, search term: "variant configuration
AND inspection characteristic"
Inspection Specifications from Batch Determination

Inspection
See documentation Inspection Lot Processing in the folder Inspection Lot
Creation, documentation in the folder Results Recording, documentation in the
folder Inspection Lot Completion
Results Recording, Defects Recording

Note: Do not confuse classed recording with the class system!
See documentation in the folders Results Recording and Defects Recording.
Results Recording: Worklist

For Enjoy SAP, a Single-Screen-Transaction with integrated navigation area and
graphic has been developed. Using this transaction you can record results for
various types of inspections, for example, inspections for physical samples,
inspections with inspection points, inspections for test equipment and functional
locations. The selection criteria can be defined user-specifically.

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Process-Optimized Results Recording

Process-optimized results recording is possible for summarized characteristics. You
can process original values, calculated characteristics, classed results recording and
manual valuation by branching to the usual results recording.
Partial lots in SD, dependent and independent multiple samples, and entries that
require a digital signature are not suitable for process-optimized results
recording.
Process-optimized results recording is a recording variant for special recording
forms. You can:
Process characteristics for several inspection lots
Process inspection points of an operation
Process master inspection characteristics across all inspection lots
Inspection Result:
Results Recording
For All Inspection Lots
For Inspection Points
See documentation Process-Optimized Results Recording in the folder Results
Recording.
Results Recording for Master Inspection Characteristic

Inspection Result For Master Inspection Characteristic
See documentation Processing Characteristics for Several Inspection Lots and
Recording Results for Inspection Lots in Tabular Form in the folder Results
Recording.
Results Recording on the Internet

An ITS must be available for the SAP System so that results recording can be
performed using the Internet.
You can find general information about ITS in the SAP HelpPortal:
http://help.sap.com release 4.70 search term ITS
You can access the ITS for the current training system internally by using the
following URL:
http://ig***.~~~.sap.corp:1080/scripts/wgate/<service>/!
*** corresponds to the number of the current training system - for example, I21

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~~~ corresponds to the server:
wdf: Walldorf
phl: Philadelphia
sin: Singapur
old:
http://igt**.wdf.sap-ag.de:1080/
Mobile Results Recording

The method of accessing the download using SAP E-Net has changed:
New path: SAPNet Alias QM PLM Quality Management Media Center
Downloads QualityPad.
Other path in SAPNet: Alias QM Click on " Quality Management" Media
Center Downloads
Recording Steps
Point out the settings for the recording configuration!
Management Quality Inspection Results Recording Define
Recording Configuration Detail
Management Basic Settings Maintain Settings at Plant Level Detail
Tab page Results recording
System User Profile Own Data Tab page Parameters
Indicate the parameters set in the recording configuration in Customizing
(select Parameter F1-Help Technical Info Entry in the field
Parameter-Id)
From 4.6 on, the user settings can be defined directly on the results
recording screen.
See documentation Processing of Inspection Results in the folder Results
Recording.
Inspection Lot Completion

The follow-up actions for the usage decision are assigned to the selected set (for
catalog type 3). They are relevant when valuating the UD code. You define the
follow-up actions in Customizing for Inspection Lot Completion.

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Management Quality Inspection Inspection Lot Completion Define
Follow-Up Actions Follow-Up Actions
Depending on the settings for the selected set for catalog type 3, the system
performs automatic stock postings based on the usage decision (for example,
from quality stock to unrestricted-use stock).
Inventory Postings
Quality score procedure for each inspection type; defined in Customizing
Quality Score Procedures
See documentation in the folder Inspection Lot Completion.
See documentation for quality level in the folder Dynamic Modification of
Sample Size.
Digital Signature
The following prerequisites must be met in Customizing for Basis for a user in
QM to be able to use a digital signature:
Connect the smartcard reader to the frontend and set-up the interface.
Maintain PSE information (Personal Security Environment) for the user in
the R/3 system.
IMG Implementation Guide for R/3 Customizing (IMG) Basic
Components System Administration Digital Signature
You have made the general settings for a digital signature in Customizing for
Quality Management, and have entered the authorization group for QM
materials in the QM view of the material master for the required material.
Management Environment Central Functions Authorization
Management Define Authorization Groups and Digital Signature Mat.
Auth. Group, Insp. Lot Approval, Digital Signature
Planning Logistics Master Data Material Quality Management tab
page
See documentation Digital Signature in the folder Results Recording.

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Sample Management
The sample drawing procedure comprises one or several sample drawing items
in which the details for the physical sample drawing are defined. In the sample
drawing item you determine whether you want to use only primary samples, or
additionally, pooled samples and reserve samples. The number and physical-
sample container are also defined in the sample drawing item.
See documentation in the folder Sample Management.
Planning the Physical Samples

A task list can only contain one sample drawing procedure. This means that if a
task list is used for several materials, using the material - task list assignment,
the same sample drawing procedure is always used for all assigned materials.
Physical-sample drawing: Taking of a physical-sample, according to a
predefined procedure.
Sample drawing procedure: Master data record that controls how physical
samples are to be drawn and formed (lot container, confirmation procedures).
Sample drawing item (for sample drawing procedure): Specifies how a physical
sample is to be drawn (physical sample category, number of physical samples,
physical sample size).
Basic Data Sample Sample Drawing Procedure
See documentation Planning Physical Samples in the folder Sample
Management.
Physical-Sample Categories
The term describes the categories primary sample, pooled sample, reserve
sample.
Physical-Sample Records and Physical-Sample Drawing

There may be several physical sample drawings for one inspection lot.
You can either extend the physical sample drawing for an existing inspection
lot or create a new physical sample drawing for an existing inspection lot
(release 4.0)
In addition, you can create a manual inspection lot (inspection lot origin 15)
for physical samples (release 4.5)
See documentation Processing Planned Physical Samples, Processing
Unplanned Physical Samples, Manual Inspection Lots for Physical Samples in
the folder Sample Management.

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Inspection Process Using Planned Physical Samples

Shows the entire process with reference to corresponding planning objects.
Inspection Process Using Unplanned Physical Samples

Shows the entire process with reference to corresponding planning objects.
The physical sample is at the start of this process. An inspection lot is created for this
physical sample.
External Systems
RFC: Remote Function Call, SAP interface protocol. This simplifies the
programming of communication processes between systems. Using RFCs,
predefined functions can be called up and executed in an external system or within
the same system. RFCs control the transfer of parameters, communication control,
and error handling.
See documentation in the folder Inspection Data Interface.
Note: Certified Suppliers see SAPNet
Demonstration: Topic Quality Inspection
15 min.
Manually creating an inspection lot
Inspection Lot Editing Create
Results recording for an inspection lot
Worklist Results Recording Material tab page
Making the usage decision

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Exercises for topic Quality Inspection
15 min.
Demonstration: Topic Sample Management
15 min.
Manually creating an inspection lot
Inspection Lot Editing Create
Results recording for physical samples and usage decision
Worklist Results Recording Tab page Physical Sample
Exercises for topic Sample Management
15 min.
Depending on the interests of the participants, or if there are time problems, the
instructor can decide to cover just one of the exercises related to quality inspections.
He/she can let the participants choose the process they would prefer to cover.

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Topic: Quality Certificates
Total 80 mins
Certificate receipt
Certificate issue
Information system
Quality Certificate Functions
Quality Certificates
See the documentation in the folder Quality Certificates (QM-CA).
Certificate Planning
Customizing for certificate profiles (define certificate types, define the data
origin, maintain forms): Tools Accelerated SAP Customizing Edit
Project SAP Reference IMG Implementation Guide for R/3 Customizing
(IMG) Quality Management Quality Certificates Certificate Profile
Customizing for profile determination: Tools Accelerated SAP
for R/3 Customizing (IMG) Quality Management Quality Certificates
Certificate Profile Profile Determination
Create the certificate profile: SAP standard menu Logistics Quality
Management Quality Certificates Outbox Certificate Profile
Assign the certificate profile to material/customer, material, or material group:
SAP standard menu Logistics Quality Management Quality Certificates
Outbox Certificate Profile Assignment.
A certificate is enclosed for the delivery. The customer can then specify which
data is issued on the certificate. A certificate profile is assigned for each
customer and material.
Process the certificate form: SAP standard menu Logistics Quality
Management Quality Certificates Outbox Certificate Profile Process
Form

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Process the certificate recipient: SAP standard menu Logistics Quality
Management Quality Certificates Outbox Certificate Recipient
See the documentation Certificate Planning in the folder Quality Certificates
(QM-CA).
Certificate Processing
Customizing for output determination: Tools Accelerated SAP
for R/3 Customizing (IMG) Quality Management Quality Certificates
Output Determination
Customizing for output processing: Tools Accelerated SAP Customizing
Customizing (IMG) Quality Management Quality Certificates Process
Output
Create a certificate: SAP standard menu Logistics Quality Management
Quality Certificates Outbox Certificate Creation
Archive display for certificates: SAP standard menu Logistics Quality
Management Quality Certificates Outbox Certificate Creation
Display Archive
See the documentation Certificate Creation, Archiving a Certificate with
ArchiveLink, Sending a Quality Certificate via EDI with Access to Data, and
Transmission of a Quality Certificate as a PDF File Using EDI in the folder
Quality Certificates.
Example of a Certificate
Processing Quality Certificates at Goods Receipt

Mention the implications of the without inspection lot scenario:
Certificate Processing Define Certificate Types Detail Field Control
without Certif.
You can use this field to control the system response if the required quality
certificate is not received at goods receipt. This depends on whether an
inspection lot is created at goods receipt.
Explicit certificate check:
Certificate Processing Define Certificate Types Detail Field Certificate
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check required
If this indicator is set, the certificate contents must be specifically checked at
certificate receipt before the system can set the status "5 - Certificate stored and
checked". The certificate check is confirmed in the certificate transaction or at
the usage decision. This security function is generally used at the electronic
receipt of certificates to check the certificate contents. If the certificate check is
not confirmed, the system does not consider the certificate to have been
received.
Post an incoming certificate: SAP standard menu Logistics Quality
Management Quality Certificates Inbox
See the documentation Quality Certificate for Goods Receipt in the folder
Quality Certificates (QM-CA).
Quality Certificate for Delivery to Internet

See the documentation Internet Retrieval of a Certificate for a Delivery and
Certificates on the WEB in the Quality Certificates folder.
From release 3.1, certificates for batches can be called up on the Internet.
Technical prerequisite: The vendor system must have access to an ITS, so that
the customer can retrieve certificates on the Internet.
Certificate Transfer
The customer uses the Internet service QC40 to retrieve certificates from the
Internet. In the lower screen area, the certificates that are ready to be retrieved are
displayed. You can differentiate between certificates that have been collected by
customers and those that are new on the basis of the marking.
Demonstration: Quality Certificates
20 mins
Assign certificate profile to material
Outbox Certificate Profile Assignment Create Key Combination
Material
Assign certificate profile to a material/customer combination
Outbox Certificate Profile Assignment Create Key combination
Material/Customer
Create certificate for batch
Outbox Certificate Creation For Batch

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Create certificate for delivery
Outbox Certificate Creation For Delivery
Exercises: Quality Certificates
40 mins
The certificate for the delivery can only be created if the exercise for the outbound
delivery in unit 4, topic QM in SD / Service was completed.
When the certificate has been created, output processing for the delivery item is
completed. If you want to create another, new certificate for the same delivery, you
must change the processing mode to 2 Repeat Processing on the initial screen of
the transaction QC20 (certificate creation for delivery).

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Course Schedule
Fourth Day (360 minutes net)

Duration
20 mins Recapitulation of third day Slides and system demo
60 mins Unit 5: Quality notifications Slides and system demo
40 mins Unit 5: Quality notifications Exercises and solutions
100 mins Unit 5 Quality control Slides and system demo
60 mins Unit 5 Quality control Exercises and solutions
40 mins Unit 5: Test equipment management Slides and system demo
40 mins Unit 5: Test equipment management Exercises and solutions
360 Total
Additional notes:
Topic: Quality Notifications
Total 100 mins

Problem processing
Quality notification structure
Notification processing
Quality Notification Functions
Problem Processing in the Company

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Notification Processing in the SAP System

From release 4.6C, additional notification types will be available in the SAP
System:
Claim in the Project System (PS)
Change notification in Engineering Change Management (LO-ECH)
R/3 notification in Support Line Feedback (SV-FDB)
Internal service request on the Intranet
Internal service request, quality notification, and service notification on the
Internet
From release 4.6C, there will be a simple notification transaction (starting with
the internal service request) in the standard system that can be accessed both
from a SAP System and the Intranet.
See the documentation in the Notifications (CA-NO) folder for release 4.6C and
the Quality Notifications folder.
You can also define your own notification types: Tools Accelerated SAP
for R/3 Customizing (IMG) Quality Management Quality Notifications
Notification Creation Notification Types Define Notification Types
You can define screen templates and number ranges for notification types in
Customizing: Tools Accelerated SAP Customizing Edit Project SAP
Reference IMG Implementation Guide for R/3 Customizing (IMG) Quality
Management Quality Notifications Notification Creation Notification
Types Define Screen Templates; for Notification Type and Define Number
Ranges; for Notification Type
Elements of the Quality Notification System

You should mention the object services at this point. The object services, for
example, simplify the process of linking documents with the notification.
See the documentation in the Quality Notifications folder.
Easy Entry of Notifications

In the Customizing for quality notifications, the allowed changes of notification
types are determined under Notification Creation Notification Types Allowed
Change of Notification Type. A notification must have the status Outstanding, so
that the notification type can be changed.
Internet Service Request

Technical prerequisites: IST for the SAP System. Internet service: QISR
For details about the ISR, see:

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SAP HelpPortal, Release 4.70, search term ISR
SAP Service Marketplace: http://service.sap.com/isr
Quality Notifications in the Log. Supply Chain

See the documentation Customer Complaint, Complaint Against the Vendor,
Internal Problem Notification, User-Specific Quality Notification, Repairs
Processing Using Quality Notifications (RMA), Processing Complaints Against
the Vendor, and Functions for Processing Return Deliveries in the Quality
Notifications folder.
Quality Notification Structure

See the documentation Notification Header, Partners in Quality Notification
Processing, Item, Cause, Task, Activity, and Action Box in the Quality
Settings for partners (for example, define partner profile, define standard
notifications for partners): Tools Accelerated SAP Customizing Edit
(IMG) Quality Management Quality Notifications Notification
Creation Partners
Task definition (define follow-up functions, action box): Tools Accelerated
SAP Customizing Edit Project SAP Reference IMG Implementation
Guide for R/3 Customizing (IMG) Quality Management Quality
Notifications Notification Processing Additional Notification Functions
Define Action Box
Action Box
The action box can be displayed as a tree structure or as a table. The setting is
made in the user default values:
Notifications Create. Default Values Action box tab page Action box
indicator: Table
If the action box is displayed as a table, only the follow-up functions to be
executed are displayed.
If the action box is displayed as a tree, the follow-up functions are displayed
dynamically:
Follow-up functions to be executed are displayed in blue
Already executed follow-up functions are displayed in gray, if the
indicator Executable only once is set in Customizing.
Follow-up functions that cannot currently be executed are displayed in
black.

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After executing a follow-up function, the display is updated based on the
rules defined in Customizing
See the documentation Action Box and Setting User Default Values in the
Quality Notifications folder.
Notification Processing (Sequence)

Notifications
See the documentation Creating and Processing Quality Notifications, Selecting
and Evaluating Quality Notifications, Repairs Processing Using Quality
Notifications (RMA), Processing Complaints Against the Vendor, and Functions
for Processing Return Deliveries in the Quality Notifications folder.
General Worklists
Quality Notifications on the Internet

From release 3.1, it has been possible to create customer complaints on the Internet
using the Internet service QMW1. Technical prerequisites: ITS for the SAP system
See the documentation Quality Notifications on the Internet in the Quality
Demonstration: Quality Notifications
25 mins
Notification worklist
Notifications Worklist Notification Change Data
Task worklist - Activity for notification
Notifications Worklist Task Change Data
Completion of tasks
Tab page Tasks, pushbutton Complete
Creating a general notification
Office Message Create Simplified View (IQS21) , notification type G0
General worklists
Office Message Worklist Notifications (IQS8)

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Exercises: Quality Notifications
40 mins
If there is enough time remaining, the instructor can show an example of notification
creation using the Internet.
ITS for the training system Service QMW1 Log on with the user PLM410-00
or with own user [an alias should be available for the user {transaction SU01, Log
on data tab page}] Contact person number: 129, Password: welcome Create
notification

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Topic: Quality Control
Total 160 mins

Dynamic modification of the inspection scope

Statistical process control (SPC)
Quality scores
Vendor evaluation
Quality-related costs
Evaluations
Quality Control Functions
Dynamic Modification of the Inspection Scope (at UD)

You can define dynamic modification rules in the task list at the level of the task
list header or characteristic. Entry at characteristic level takes precedence over
entry at header level.
Dynamic modification is also possible during defects recording.
Dynamic modification can occur at inspection lot creation or when the UD is
made.
Basic Data Sample Dynamic Modification Rule
Define inspection severity: Tools Accelerated SAP Customizing Edit
(IMG) Quality Management Quality Planning Basic Data Sample,
SPC Define Inspection Severities
See the documentation in the folder Dynamic Modification of the Inspection
Scope.

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Statistical Process Control

Quality inspections during production provide the data for statistical process
control.
Control chart: Form for the graphical display of characteristic values that occur
during an inspection. The control chart compares the displayed values with the
action limits and, in this way, supports the quality-related control of the process.
The Run-chart is a graphical display of single values for a quantitative
characteristic in a time run. You cannot valuate the inspection results using the
run-chart.
Customizing for statistical process control (for example, define SPC criteria,
define control chart type): Tools Accelerated SAP Customizing Edit
SPC Statistical Process Control
See the documentation in the folder Statistical Process Control (SPC)
Statistical process control is covered in detail in the LO720 and LO721 courses.
Intervening in the Process

If you determine during an inspection during production that the action limits
were violated, a quality notification can be automatically created or a workflow
triggered. This requires the following settings:
The control indicator Defects recording must be set in the inspection
characteristic. A defect code must be assigned to the inspection characteristic
at rejection using the assigned catalogs. You must define additional
specification limits for quantitative characteristics:
Planning Basic Data Inspection Characteristic:
Control indicators
Quant.data
Catalog
In catalog type 9 (defect types), a defect class must be assigned to the defect
code defined in the inspection characteristic.
Planning Basic Data Catalog
The indicators Workflow link or Activate Q-notifictn must be set in
Customizing for the defect class.
Management Quality Planning Basic Data Catalog Define
Defect Classes
See the documentation in the folder Statistical Process Control (SPC).

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Control Charts and SPC Criteria

Define SPC criteria (for example, new assignment for each inspection point,
assignment for task list usage): Tools Accelerated SAP Customizing
Customizing (IMG) Quality Management Quality Planning Basic Data
Sample, SPC Statistical Process Control Define SPC Criteria
Define the control chart type (for example, the validity of the control chart for a
certain characteristic type): Tools Accelerated SAP Customizing Edit
SPC Statistical Process Control Define Control Chart Type
SPC criteria for the control chart to be run: SAP standard menu Logistics
Quality Management Quality Planning Inspection Planning Inspection
Plan Create or Change. In the inspection characteristic overview, you can
choose the SPC criteria using the F4 help for the SPC criterion field.
The control chart type is assigned in the sampling procedure. The sampling
procedure is assigned to the inspection characteristic in the task list:
Inspection Planning Inspection Plan Create or Change. The sampling
procedure can be assigned in the characteristic overview.
Basic Data Sample Sampling Procedure. The control chart type to be
used can be defined on the screen for special conditions.
See the documentation in the folder Statistical Process Control (SPC).
Western Electric Rules

For details, see the SAP HelpPortal, release 4.70, search term: "Western Electric
Rules"
Displaying Control Charts in Customizing
5 mins
Display various control charts
Management Quality Planning Basic Data Sample, SPC Statistical
Process Control Define Control Chart Type
Pushbutton Simulate

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Quality Scores for Inspection Lots

Define the procedure for calculating the quality score:
Quality Score Procedure
Define the procedure for calculating the quality score in the material master:
Logistics Master Data Material Create or Change. A quality score can
be defined on the tab page Quality management in the Inspection setup for the
inspection type.
Display Default Settings in the Inspection Setup for the Material Master
5 mins
Logistics Master Data Material Display Tab page Quality
Management Insp. setup Field Q-score procedure.
Vendor Evaluation
SAP standard menu Logistics Materials Management Purchasing
Master Data Vendor Evaluation
Show main criterion Quality with its subcriteria GR Lots, Shopfloor Complaint
and Audit.
Customizing for main and subcriterion: Tools Accelerated SAP
for R/3 Customizing (IMG) Materials Management Purchasing Vendor
Evaluation Define Criteria
Define weighting keys: Tools Accelerated SAP Customizing Edit
(IMG) Materials Management Purchasing Vendor Evaluation Define
Weighting Keys
Define criteria for the "hitlist" of vendors: Tools Accelerated SAP
Evaluation Define Scope of List
Define purchasing organization for the vendor evaluation: Tools Accelerated
Guide for R/3 Customizing (IMG) Materials Management Purchasing
Vendor Evaluation Define Purchasing Organization Data for Vendor

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Evaluation
See the documentation in the folder Vendor Evaluation (MM) and Vendor
Evaluation in the folder QM in Procurement.
Subcriteria for the Main Criteria "Quality"

Customizing for main and subcriterion: Tools Accelerated SAP
Evaluation Define Criteria
Quality-Related Costs
A QM order for calculating QM costs can be defined for an inspection type in
the inspection setup for the material master: SAP standard menu Logistics
Quality Management Quality Planning Logistics Master Data Material
Display Tab page Quality management Insp. setup Field QM order.
The QM order, which is defined in the inspection setup (Quality Management
view of the material master record), is used as a copy model when inspection
lots are created, if no individual QM order is created for the inspection lot.
See the documentation in the folder Quality-Related Costs.
Cost Processing with QM Orders

General QM order:
Order type QL01
Order is a long-term cost collector
Cost collection is on the basis of a flat rate for all materials/orders
Periodic cost settlement in CO
Activity confirmation at results recording and/or at the usage decision
Individual QM order:
Order type QL02
Order is a short-term cost collector
Cost collection is on the basis of the assigned inspection lot (1 order <-> 1
inspection lot)
Costs are settled once in CO
Activity confirmation at results recording and/or at the usage decision
Indicator in the QM view of the material master (related to inspection type)
defines that an individual QM order is automatically created at inspection lot
creation. The prerequisite for the individual QM order is that the inspection
lot contains an account assignment rule (for example, customer order, cost
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center, or asset).
QM order for nonconformity costs:
Order type QN01
The order is assigned to a quality notification.
Account assignment must be defined (cost center, customer order)
Order is created when you process a quality notification.
Assignment of a general QM order to a plant/material/inspection type:
A new order (QL01) can be created or an existing order can be assigned
Inspection Costs Order Assignment Display or Create
Planning Logistics Master Data Material QM Order Assign or
Evaluate
QM order: SAP standard menu Logistics Quality Management Quality
Inspection Costs Order
Define appraisal cost recording: Tools Accelerated SAP Customizing
Customizing (IMG) Quality Management Quality Inspection Define
Appraisal Cost Recording
Maintain QM order types: Tools Accelerated SAP Customizing Edit
(IMG) Quality Management Environment Central Functions
Maintain QM Order Types
Define lot account assignment: Tools Accelerated SAP Customizing
Customizing (IMG) Quality Management Basic Settings Maintain
Settings at Plant Level Detail Tab page Insp. lot creation Screen area
Lot account assignment
Note: If necessary, check the order type for single billing and collective
settlement in the plant settings in Customizing.
See the documentation in the folder Quality-Related Costs.
QM Information System (QMIS)

The QM Information System (QMIS) is part of the Logistics Information System
(LIS). The data from the SAP System can be evaluated in this system. You can
also use the SAP Business Information Warehouse (BW) to use data from
external systems in the evaluation.
You can use QMIS to create evaluations with reference to the material, vendor,
and customer.
See the SAP Library: Logistics Logistics - General Logistics Information

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System (LO-LIS) Logistics Information System Component of the Logistics
Information System Quality Management Information System.
Standard Analyses in QMIS

Complete information structures are delivered in the standard system. Settings
are made for these information structures in Customizing: Tools Accelerated
Guide for R/3 Customizing (IMG) Logistics - General Logistics
Information System (LIS) Logistics Data Warehouse Data Basis
Information Structures
Information structures for QM are in application 05.
Early Warning System
Using Statistics
SAP Open Information Warehouse
QuickViewer: Overview
Database Queries
Organization in the Query
SAP Business Information Warehouse (BW)

For general information about the BW, see the SAP HelpPortal SAP NetWeaver
SAP Business Information Warehouse
Business Information Warehouse Business Content Product Lifecycle
Management Quality Management:
Queries
InfoSources
InfoCubes

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Workbook with Embedded Query
Workbook with MS Excel Graphic
Comparison of Evaluation Options
Demonstration: Quality Control
30 mins
Material analysis
Key Figures Material Inspection Lots Overview
Change the display of the material analysis
Settings Characteristic Display Key and Description
Settings Column width Characteristic: Column width 45
Settings Page header With drilldown log
Additional data processing and graphic
Pushbutton Graphic
Results history
Evaluations of Original Documents Inspection Results History for
Inspection Characteristic
Pushbutton Single values
During the demo, you can mention the user settings (pushbutton in the application
toolbar) on the selection screen. This is where user settings for the display of the
analysis can be made.
To get an overview of all inspection lots from this course, you should select using
the plants 11000 and 1000 and not enter a material.
Exercises: Quality Control
60 mins
Note: You should mention that the inspection results for material T-BQ5## will only
be available for exercise 1-3 if the exercises on the topic QM in Discrete

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Manufacturing were covered in unit 4.
If you only managed to cover the exercises on the topic QM in Process
Manufacturing in unit 4, you should use the following data for exercise 1-3:
Material: T-HTQ2##
Plant: 1100
Task list type: 2 [master recipe], group counter: 1

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Topic: Test Equipment Management
Total 80 mins
Presentation and Demo 40 Min.
The functions in test equipment management are covered in detail.
Test Equipment Management Functions

Master data
Calibration inspection (planning)
Calibration inspection (processing)
Quality Management - Asset Lifecycle Management Integration

See the documentation in the folders Test Equipment Management and
Processing a Calibration Inspection.
Master Data for Test Equipment Management

See the documentation Test Equipment as Equipment, Creating Test Equipment
as Equipment, and Creation of Master Data in the folder Test Equipment
Management.
Planning a Calibration Inspection

See the documentation Planning a Calibration Inspection in the folder Test
Equipment Management.
The class characteristics that should be assigned to the measuring
points/counters must be created in the classification system. However, they can
also be created by choosing Plant Maintenance Technical Objects
Equipment <processing mode> Measuring points/counters pushbutton
Environment Characteristics Create.
Define valid measuring point categories: Tools Accelerated SAP
for R/3 Customizing (IMG) Plant Maintenance and Customer Service
Master Data in Plant Maintenance and Customer Service Basic Settings

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Measuring Points, Counters and Measurement Documents Define Measuring
Point Categories.
Processing a Calibration Inspection

See the documentation Processing a Calibration Inspection in the folder Test
Equipment Management.
Results History for Equipment / Functional Location
Follow-Up Actions from Usage Decision

The PRT status for the equipment can be changed from QM.
See the documentation Usage Decision for Inspection Lot in the folder
Processing a Calibration Inspection.
Demonstration: Test Equipment Management
25 mins
Display maintenance plan for the calibration inspection

SAP standard menu Logistics Quality Management Test Equipment
Management Calibration Planning Maintenance Planning
Maintenance Plan Display
Display the maintenance task list
Pushbutton Maintenance plan
Object list for the maintenance plan
Tab page Object list item
Scheduling of the maintenance plan
Management Calibration Planning Maintenance Planning Scheduling
Results recording for equipment and inspection completion with the usage
decision
Planning Calibration Inspection Inspection Results for Equipment
Hierarchical Worklist
or: Results recording worklist (QE51N), tab page "Equipment/Functional
Location"

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Exercises: Test Equipment Management
40 mins
Functions in Detail: Summary

Questions?
Course Schedule
Fifth Day (270 minutes net)

Duration
20 mins Recapitulation of fourth day Slides and system demo
60 mins Unit 5: Stability Study Slides and system demo
60 mins Unit 5: Stability Study Exercises and solutions
45 mins Unit 6: Enterprise Portal Slides and system demo
85 mins Appendix
270 mins Total

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Topic: Stability Study Functions
120 mins
Contents of Unit
Stability Studies: Process Overview
Create Stability Study
Perform Initial Test
Plan and Execute Stability Tests
Objects Required to Perform a Stability Study
Stability Studies: New Quality Notification Types
Storage Conditions
Test Scheduling and Scheduling of Stability Studies
Inspection Lot for Stability Study
Unplanned Activities in a Stability Study
Status Management in the Stability Study
Stability Studies: Process Overview

Plan and Execute Stability Tests
Objects Required to Perform a Stability Study
Storage Conditions
Test Scheduling and Scheduling of Stability Studies
Inspection Lot for Stability Study
Unplanned Activities in a Stability Study
Status Management in the Stability Study

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Stability Study
Stability Study: Unit Objectives
Stability Study: Course Overview Diagram
Stability Studies: Business Scenario
Stability Studies Process Overview
Stability Studies The Process
Plan Stability Tests
Execute Stability Tests
Complete Stability Test
Stability Studies: Required Objects (1)

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Physical-Sample Record for Storage Condition
Testing Schedule (1)
Scheduling (1)
Scheduling (2)
Stability Studies Inspection Lot (1)

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Stability Studies Inspection Lot (2)
Unplanned Activities (1)
Status Management in the Stability Study (1)
Status Management in the Stability Study (2)
Stability Studies: Unit Summary
Demonstration for Stability Study
approx. 30 mins

Logistics Quality Management Stability Study Stability Study
Create (QM01)
Material: T-STABI-00
Batch: Group-00
Plant: 1100
Description: STAB-00
Create Initial Sample

Choose the follow-up function Create Initial Sample and save your initial
sample
Display document flow
Two documents exist: The actual stability study (notification STAB-00)
and a physical sample in the number range 9 (initial sample).
Double-click on the physical sample to display the data record for the
initial sample.
You cannot create another initial sample. This is because it was specified
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in Customizing that the follow-up function Create Initial Sample can only
be executed once. You can tell that you cannot execute this follow-up
function again, because it is now displayed in gray writing. Only follow-
up functions in blue writing can be executed.
Change Initial Sample
Sample Container: 010000 (Test Tube)
Primary Packaging: Folie-01 (Clear PVC Film, Airtight)
Sample Quantity: 100 PC
Storage Condition: Refrigerator 7 C
Sample Location: Warehouse for comparative samples
Short Text: Initial sample group 00
Save and display the document flow for the stability study.
The short text you have entered is displayed for the physical sample.
Double-click on the physical sample to display the sample record for the
initial sample. On the Sample Detail tab page, the container type and the
sample quantity are displayed.
Confirm Initial Sample
Follow-up function Confirm Initial Sample
Enter a comment for the confirmation of the physical-sample drawing
The confirmation of the initial sample is documented as a task in the
notification. The creation and changing of the initial sample were also
documented as tasks in the notification.
You can only confirm an initial sample once.
Create the inspection lot for the initial test (follow-up function Initial Test
Inspection Lot)
Select the inspection plan for material T-STABI-00 using the F4 help.
Pushbutton Create Inspection Lot
In the flexible specification selection screen, select the inspection
characteristics that you want to test in this stability study and copy these
characteristics by choosing the Copy (F5) pushbutton.
To display the inspection lot, choose the follow-up function Display
Objects for Study and double-click on the inspection lot.
Use the worklist for results recording (QE51N) to select your inspection
lot using the following selection criteria: Plant 1100, Inspection Lot
Origin 16, and Material T-STABI-00 (do not set the indicator Default
Next Inspection Point). Select the inspection lot, perform the initial test,
and make a usage decision for the initial test that results in the stability
study being executed (DU code 0010 STABI)
The completion of the initial test is documented by the user status COIL
(Initial Test Completed).
Maintain Storage Conditions
Follow-up function Specify Storage Conditions
Enter 20 PC for each storage condition. Select and save all storage
conditions.
In the document flow, you can switch to the physical sample by double-
clicking on it. You can access the overview of physical samples using the

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Phys. Samples pushbutton. In this overview, you can see the physical
sample for the initial sample (first physical sample), as well as five other
physical samples (these are the physical samples for the storage
conditions you have just defined). Using the Physical Sample
pushbutton, you can display the individual physical samples. In the Short
Text field, the information about the storage condition is displayed.
Create Testing Schedule
Follow-up function Create Testing Schedule
Maintenance Strategy: QSTAB1
Scheduling Period: 1 MON
Inspection type: 16
Save
In the document flow, the maintenance strategy with the description

STAB-00 is displayed. It was created for the material T-STABI-00 and
the batch Group-00.
Change Testing Schedule
Follow-up function Change Testing Schedule
Confirm the security popup.
The testing schedule contains 5 maintenance items (one for each storage
condition)
Choose the Item tab page and in the Inspection Plan screen area enter the
inspection plan to be used with the F4 input help. Use the arrow Next
Item to navigate to the other maintenance items
Use the green arrow button to return to the stability study and confirm the
security popup to save the changes to the testing schedule.
Print Storage List
Choose Notification Print Notification and select the storage list.
Choose the Print Preview pushbutton to see the storage list before
printing
Choose the pushbutton Print/Fax, to print the storage list
Store Stability Samples
Follow-up function Store Stability Samples
Enter the sample location QM0000000002 (Warehouse for Comparative
Samples) for all physical samples. Select all samples and save.
Complete Scheduling
Follow-up function Complete Test Scheduling and confirm the security
popup.
The completion of the scheduling is documented by the user status TSCO
(Testing Schedule Completed).
Start Stability Study
Follow-up function Define Start Date of Study
Copy the proposed start date and save.
The start of the stability study is documented with the user status STRT
(Define Start Date of Study).
Execute Stability Tests
Logistics Quality Management Stability Study Stability Planning
Testing Schedule Scheduling (IP10).
Maintenance Plan: STAB-00.
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Select the scheduled call and choose the Manual Call pushbutton.
Confirm the proposed start date and select the package 03 (After 3
Months) and save.
Select the inspection lots using the worklist for results recording
(QE51N).
Selection criteria: Plant 1100, Inspection Lot Origin 16, Material T-
STABI-00, Batch: Group-00, Lot Created On: Date at least 3 months in
the future, Indicator: Default Next Inspection Lot - indicator should not
be set.
5 inspection lots were created (one for each storage condition)
Record results for all inspection characteristics for all inspection lots,
valuate the inspection characteristics and save the data.
Double-click on the inspection lot number to access the transaction for

the usage decision and make the usage decision for all inspection lots:
UD Code 0050 STABI (Complete FT: Complete Study for S.C.).
Display Results History for Storage Conditions and Characteristic
Follow-up function Display Stability History
There is a tab page for every storage condition, where you can view the
results recorded for the inspection characteristics.
Complete Stability Study
To complete the stability study, you must skip any calls that are still
pending.
Logistics Quality Management Stability Planning Testing
Schedule Scheduling (IP10)
Maintenance Plan: STAB-00
Select the scheduled call and choose the Skip Call pushbutton. Save.
Logistics Quality Management Stability Study Change (QM02)

Follow-up function Complete Stability Study
Confirm the security popup.
The completion of the stability study is documented by the user status
COMP (Stability Study Completed).
Print Sample Removal List
Notification Print Notification
Select the sample removal list and choose the Print Preview pushbutton
to display the list before you print it.
Choose the Print/Fax pushbutton to print the sample removal list.
Remove Stability Samples from Storage
Follow-up function Remove Stability Samples
Select the storage conditions to be removed from storage and choose the
pushbutton Remove Stability Samples, Save/Change Notification.
This operation is documented as a task in the stability study.
Display Objects for the Stability Study
Follow-up function Display Objects for Study
The graphic that appears contains all objects that were part of this
stability study.
Show Customizing Settings for Stability Study

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Exercises for Stability Study
60 mins

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Unit 6:Enterprise Portals

45 mins
Contents of Unit
Motivation for Enterprise Portal
Overview of the mySAP PLM Enterprise Portals solution
User Interface: Navigation and personalization
Describe the core functions of mySAP PLM Enterprise Portal solution

List and use the navigation and personalization options
Enterprise Portals
Enterprise Portals: Unit Objectives
Enterprise Portals: Business Scenario
The Solution: mySAP Enterprise Portal
Integrated Knowledge Management
User Interface

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www.iViewStudio.com: Portal Content and More
Further Information
Enterprise Portals: Unit Summary
Demonstration: Enterprise Portal
25 mins
Use: http://idesportal01.wdf.sap.corp:1080/SAPPortal
SAPNet: alis DEMO
Docu: http://help.sap.com/saphelp_ep50sp4/helpdata/en/start.htm
Docu:
http://help.sap.com/saphelp_ep50sp4/helpdata/en/18/52e93b814dec5ae10000000a114
02f/frameset.htm

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Appendix: Implementing QM / User Roles in QM / .............

85 mins
( If have time )
Contents of Unit
Implementing QM
User Roles in QM
Additional Courses with Course Description
Supplementary Information
Prerequisites, execution, and tools for a QM implementation

Discussion and questions
Appendix
Implementing QM
(50 Min)
Implementing QM: Course Objectives
Implementing QM: Business Scenario
Example: QM Project for Bikes Inc.
AcceleratedSAP: Planning the Implementation

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AcceleratedSAP Implementation Roadmap
Phase Project Preparation
QM Project Scope: Bikes Inc
Project Scope (Organizational Units)
Organizational Units in QM (Client)
Organizational Units in QM (Plant)
Project Preparation Phase: Results
Business Blueprint Phase
Core Processes Procurement: Bikes Inc.
Bikes Inc. Project: Overall Structure
Results for the Business Blueprint Phase
Realization Phase

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Implementation Phase: Enhancements and System Adjustment
Realization Phase: Activities - Example
Demonstration: Realization
15 mins
Demonstrate the following work steps in parallel with the example on the slides:
Inspection Types Change Inspection Type F2 to Q2
Management Quality Planning Basic Data Catalog Define Defect
Classes Activate Q-notifictn (selection button)
Management Quality Notifications Notification Processing Task
Definition Define Follow-Up Actions for Tasks
Show the assignment of the follow-up action for the task code.
Show the catalog profile.
Function enhancements can be displayed using transaction SMOD (enhancement
Q*).
These function enhancements can then be used in a customer project using
transaction CMOD.
Tools ABAP-Workbench Utilities SAP Query Create Query
Final Preparation Phase
Structuring Master Data (Bikes Inc.)

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Go Live and Support
Using the Implementation Tools
IMG: Tasks
Customer-Specific Configuration of IMG
Accelerated Industry Solutions: Steps
Global ASAP
And Finally
Implementing QM: Unit Summary

You are now familiar with the phases, tools, and single activities involved in the
implementation of QM.
DIN EN ISO 9001: 2000 Quality Elements and SAP
Roles in Quality Management
Recommended Follow-Up Courses

QM / .............
PLM405: Quality Inspection
PLM410: Quality Notifications
PLM415: QM in Procurement
PLM420: QM in Discrete Manufacturing
PLM421: QM in the Process Industry
PLM425: QM in Sales and Distribution / Quality Certificates
Supplementary Information: Hints

PLM400

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Author: PLM400 Quality Management

Key to icons in the Instructor Guide:

Next Slide (s)

Hints and Tips

Revisions to Previous Instructor Guide...................................................................5

Course Instructor Profiles.........................................................................................6

Goals and Objectives...............................................................................................10

Unit 1: Course Overview..........................................................................................16

Unit 4: QM in the Logistics Supply Chain..............................................................30

Unit 5: Functions in Detail.......................................................................................53

Unit 6: Enterprise Portals......................................................................................101

Appendix: Implementing QM / User Roles in QM................................................103

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Revisions to Previous Instructor Guide

Course Materials and other Materials

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Course Instructor Profiles

Courses Recommended as Preparation

Online Help Recommended as Preparation

Hints on Preparing This Course

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User ID and Passwords for Course Participants

Preparation in the System

Example ABAPs for the appendix:

Setting Up an IMG Project for the QM Implementation Example

Function Module (Follow-Up Action for Task)

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Goals and Objectives

Get to know the functions in QM

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Course Structure and Flow

Unit 1: Course Overview

Unit 6: Enterprise Portal

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Day One (300 Minutes)

300 mins Total

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Putting the Unit in Context

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PLM415: Quality-specific data in procurement is dealt with in the PLM415

To adequately cover the specific requirements of different production types, the

PLM420: PLM420 QM in Discrete Manufacturing and Repetitive

PLM421: The new course PLM421 QM in the Process Industry is aimed at

PLM425: Course PLM425 QM in SD/Quality Certificates covers the QM

Point out the course descriptions, contained in the appendix.

Demonstration for Preface

Exercises for Preface

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Unit 1: Course Overview

Putting the Unit in Context

Refer to the importance of progressive quality management procedures for a

28 March 2003 Page 17

Course Overview Diagram

Main Business Scenario

Demonstration for Introduction

Exercise for Introduction

28 March 2003 Page 18

Putting the Unit in Context