Quality Planning

• Creating and Changing QM Data for a Material
• Inspection Setup

Creating and Changing QM Data for a Material

• Unit of issue:  Define the unit of measure that can be used for the withdrawal of a material from the warehouse, stock transfers and transfer postings.
• QM material auth.  use this key to limit the access authorization of users to the material-related data in Quality Management.  
• GR processing time enter the number of working days that are needed to inspect the material and place it in storage, once the goods have been received. This field is for information only.
• Catalog profile Assign a catalog profile to the material. This profile is then proposed as the default when you create a quality notification or record defects.
• Inspection setup  
• Post to insp. stock indicator If you set this indicator, the material is posted to inspection stock at goods receipt.
• This field is hidden if at least one inspection type relevant to stock is active.  
• Documentation reqd You set this indicator, if you want to record any changes made to inspection lots that were created for the material in change documents.
• Inspection interval In this field you enter the period of time in days until the next recurring inspection is to take place. This field only applies to materials that are to be handled in batches.
• QM procurement active If you set this indicator, you activate Quality Management in procurement for all plants in a client.
• QM control key Use this key to control the conditions that apply to the quality management processes in procurement.  
• Certificate type Enter a certificate type if you have selected a control key that requires a certificate type.  
• Tech. delivery terms This indicator is set automatically, if technical delivery terms are assigned to a material. You must assign technical delivery terms to a material, by choosing the corresponding control key.

Inspection Setup

Inspection lots are created for all goods movements that are relevant to QM. In the material master, you define which goods movements are relevant to QM.

• Insp. with mat. spec indicator: The inspection is carried out according to the material specification.  
• Insp. with task list indicator: The inspection is carried out according to the material specification.  
• Insp. by configuration indicator: When inspection lots are created, the system takes into account the variant configuration from the sales order or production order. The inspection specifications from the task list or the material specification are supplemented or changed.
• Inspect by batch indicator: When inspection lots are created, the system takes into account the specifications that have been defined in batch determination.  
• Automatic assignment indicator: The system assigns an inspection plan or a material specification automatically, so that the inspection lot can be made available without any further processing 
• Insp. by charac. indicator: Results recording based on characteristics takes place. This is a prerequisite for dynamic modification based on characteristics. You can only set this indicator in conjunction with the Insp. with task list or Insp. with mat. spec. indicator.
• Smpl. procedure: Sampling procedure, according to which the sample size is to be calculated from the lot quantity. In addition, the sampling procedure defines the type of valuation that is used to record results. This field is only relevant for an inspection without a task list or material specification.
• 100% inspection indicator: An inspection of the whole inspection lot takes place.
• Inspection % field: Percentage, according to which the total sample size is to be calculated from the lot quantity. This field is only relevant for an inspection without a task list or material specification.
• Manual sample calc. indicator: trigger the sample calculation in the inspection lot manually. 
• Manual sample entry indicator:  Enter the sample size in the inspection lot.  
• Dyn. mod. rule indicator: The dynamic modification rule defines inspection stages and the conditions that lead to an inspection stage change.
• Skips allowed indicator: The system allows characteristics to be skipped when the sample size is calculated. If you do not set this indicator, at dynamic modification, the system chooses the next inspection stage that is not a skip.
• Automatic UD indicator: The system can automatically make usage decisions for inspection lots when the corresponding program is run.
• Single-unit insp. indicator: A single-unit inspection using serial numbers is activated for the inspection lot, provided that the material has been identified by a serial number profile as requiring serial numbers.
• Avg. insp. duration field: You enter the average inspection duration in days. The start or end date for the inspection is then calculated at inspection lot creation using the start or end date and the inspection duration.
• Q-score procedure: Quality score procedure, according to which the quality score is calculated.
• Allowed scrap share field: Allowable share of scrap for the quality score procedures that use the share of scrap to calculate the quality score.
• Control Ins Lot: enter the conditions under which a single inspection lot is to be created.
• QM individual order indicator: You can record appraisal costs for the combination material/inspection type in an individual QM order.
• QM order: Number of the QM order, in which the costs are to be collected. 

Transactions:

• QA08 Making Mass Changes to the Inspection Setup