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CloudSuite Business / CloudSuite Industrial / SyteLine: Using Quality Control Solution (QCS) - Supplier Training Workbook

Any course content that refers to SyteLine also applies to CloudSuite Business and CloudSuite Industrial.

CloudSuite Business / CloudSuite Industrial / SyteLine June 5, 2015

Course code: 01_0010900_IEN0020_SYT

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Legal notice Copyright © 2015 Infor. All rights reserved. Important Notices The material contained in this publication (including any supplementary information) constitutes and contains confidential and proprietary information of Infor. By gaining access to the attached, you acknowledge and agree that the material (including any modification, translation or adaptation of the material) and all copyright, trade secrets and all other right, title and interest therein, are the sole property of Infor and that you shall not gain right, title or interest in the material (including any modification, translation or adaptation of the material) by virtue of your review thereof other than the non-exclusive right to use the material solely in connection with and the furtherance of your license and use of software made available to your company from Infor pursuant to a separate agreement, the terms of which separate agreement shall govern your use of this material and all supplemental related materials ("Purpose"). In addition, by accessing the enclosed material, you acknowledge and agree that you are required to maintain such material in strict confidence and that your use of such material is limited to the Purpose described above. Although Infor has taken due care to ensure that the material included in this publication is accurate and complete, Infor cannot warrant that the information contained in this publication is complete, does not contain typographical or other errors, or will meet your specific requirements. As such, Infor does not assume and hereby disclaims all liability, consequential or otherwise, for any loss or damage to any person or entity which is caused by or relates to errors or omissions in this publication (including any supplementary information), whether such errors or omissions result from negligence, accident or any other cause. Without limitation, U.S. export control laws and other applicable export and import laws govern your use of this material and you will neither export or re-export, directly or indirectly, this material nor any related materials or supplemental information in violation of such laws, or use such materials for any purpose prohibited by such laws. Trademark Acknowledgements The word and design marks set forth herein are trademarks and/or registered trademarks of Infor and/or related affiliates and subsidiaries. All rights reserved. All other company, product, trade or service names referenced may be registered trademarks or trademarks of their respective owners.

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Table of contents

About this workbook .................................................................................................................................. iii Course overview ....................................................................................................................................... iv Course description and agenda ................................................................................................................ v

Lesson 1: Set up ......................................................................................................................................... 1 Overview .................................................................................................................................................... 2 QCS supplier setup overview .................................................................................................................... 3 SyteLine set up for QCS ............................................................................................................................ 5 SyteLine set up for QCS electronic signatures........................................................................................ 12 QCS set up .............................................................................................................................................. 13

Lesson 2: Parameters ............................................................................................................................... 26 QC General Parameters .......................................................................................................................... 27 QC Supplier Parameters ......................................................................................................................... 30

Lesson 3: Codes and various forms ....................................................................................................... 34 QC Reason Codes form .......................................................................................................................... 35 QC Disposition Codes form ..................................................................................................................... 37 QC Cause Codes form ............................................................................................................................ 38 QC Failure Codes form ............................................................................................................................ 40 QC Cost Activities form ........................................................................................................................... 41 QC Cost Types form ................................................................................................................................ 42 QC Vendor Rating form ........................................................................................................................... 44 QC Vendor Status form ........................................................................................................................... 45 QC Test Types form ................................................................................................................................ 46 QC Vendors form ..................................................................................................................................... 47 QC Customers form ................................................................................................................................. 49 QC Product Line/Reason Code Responsibility form ............................................................................... 50 QC Regulations form ............................................................................................................................... 51

Lesson 4: Supplier receiver ..................................................................................................................... 53 Purchase Order Receiving method ......................................................................................................... 54 Create a supplier receiver automatically ................................................................................................. 55 Create a supplier receiver manually ........................................................................................................ 56 Identify receipts waiting for disposition .................................................................................................... 60 QC serial tracking .................................................................................................................................... 62

Lesson 5: Test results .............................................................................................................................. 64 Record receiver disposition and test results ............................................................................................ 65 Electronic signatures ............................................................................................................................... 70 QC Test Results Entry form..................................................................................................................... 71 Manage non-conforming material ............................................................................................................ 78

Lesson 6: QC Material Review Requests (MRRs) .................................................................................. 80 QC MRRs ................................................................................................................................................ 81

Lesson 7: Return Material Authorizations (RMAs) ................................................................................ 87 Return material against a purchase order (PO) ...................................................................................... 88 Vendor RMAs .......................................................................................................................................... 89 QC VRMAs .............................................................................................................................................. 93 QC Supplier VRMA form ......................................................................................................................... 95 QC Miscellaneous Issue form.................................................................................................................. 96 Process Scrapped Material form ............................................................................................................. 97 Receive (replacements) ........................................................................................................................... 98 Accounts Payable linkage ..................................................................................................................... 100 A/P Vouchers and Adjustments form .................................................................................................... 101

Lesson 8: QC Corrective Action Requests (CARs) ............................................................................. 107 Create a CAR ........................................................................................................................................ 108

Course summary ..................................................................................................................................... 113

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Appendix A: Reports and utilities ......................................................................................................... 114 QC Supplier reports ............................................................................................................................... 115 QC In Process reports ........................................................................................................................... 116 Utilities ................................................................................................................................................... 117

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CloudSuite Business / CloudSuite Industrial / CloudSuite Business / CloudSuite Industrial / SyteLine: Using Quality Control Solution (QCS) - Supplier iii © 2015 Infor Education

About this workbook Welcome to this Infor Education course! We hope you will find this learning experience enjoyable and instructive. This Training Workbook is designed to support the following forms of learning:

Classroom instructor-led training Virtual instructor-led training

This Training Workbook is not intended for self-study or as a product user guide.

Activity data

You will be asked to complete some practice exercises during this course. Step-by-step instructions are provided in this guide to assist you with completing the exercises. Where necessary, data columns are included for your reference.

Your instructor will provide more information on systems used in class, including server addresses, login IDs and passwords.

Reference materials

SyteLine reference materials are available from the following locations:

SyteLine Help menu Infor Xtreme

Symbols used in this workbook

Hands-on exercise (“Exercise”)

For your reference

Instructor demonstration (“Demo”)

Your notes

Can be used for either “Scenario” or “Discussion”

Question

Note

Answer

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iv Course introduction © 2015 Infor Education

Course overview

Course duration

8 hours

Learning objectives

Upon completion of this course, you will be able to:

List the steps to create a supplier receiver. Identify receipts waiting for disposition and test results. Explain Material Review Requests (MRRs) and Corrective Action Requests (CARs). Identify the Vender Return Material Authorization (VRMA) function.

Audience Customer User

Pre-Sales Consultant Business Consultant Technical Consultant Support System Administrator

System requirements SyteLine Training Environment

Prerequisite knowledge To optimize your learning experience, Infor recommends that you have the following knowledge prior to attending this course: Quality Control (QC) concepts such as inspection, disposition, first article, testing, and gages, Acceptable Quality Level (AQL), Material Review Requests (MRRs), Corrective Action Requests (CARs) and Vendor Return Material Authorization (VRMA)

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CloudSuite Business / CloudSuite Industrial / CloudSuite Business / CloudSuite Industrial / SyteLine: Using Quality Control Solution (QCS) - Supplier v © 2015 Infor Education

Course description and agenda This course covers how users review and report on the material quality of purchased items and items returned to the vendors. Purchase Order (PO) Receiving, Vendor Return Material Authorizations (VRMAs), Inspection, Test Results, Disposition, Material Review Requests (MRRs), Corrective Action Requests (CARs), and Vendor Vouchers and Adjustments are included in the course. This training is for version: 9.00. Previous course name/code: SyteLine – Quality Control Solution (QCS) – Supplier and In-Process – Training Workbook/7022013034210. Prerequisites: SyteLine: Managing Inventory, SyteLine: Purchasing, SyteLine: Using Accounts Payable

Lesson Lesson title Learning objectives Day

Course overview Review course expectations. Day 1

Lesson 1 Set up Identify the steps to set up QCS supplier. Day 1

Lesson 2 Parameters Define the general and supplier parameters.

Day 1

Lesson 3 Codes and various forms

Define the many QC codes and set up forms.

Day 1

Lesson 4 Supplier receiver List the steps to create a supplier receiver.

Identify receipts waiting for disposition. Describe QC serial tracking.

Day 1

Lesson 5 Test results List the steps to record receiver disposition and test results.

Describe the QC Test Results Entry form. Describe how to manage non-conforming

material.

Day 1

Lesson 6 QC Material Review Requests (MRRs)

Explain QC MRRs. Day 1

Lesson 7 Return Material Authorizations (RMAs)

Describe returning material against a purchase order.

Explain Vendor Return Material Authorization (VRMA).

Describe QC VRMAs. Identify the steps for the A/P Vouchers

and Adjustments process.

Day 1

Lesson 8 QC Corrective Action Requests (CARs)

List the steps to create a QC CAR. Day 1

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vi Course introduction © 2015 Infor Education

Lesson Lesson title Learning objectives Day

Course summary Debrief course. Day 1

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CloudSuite Business / CloudSuite Industrial / CloudSuite Business / CloudSuite Industrial / SyteLine: Using Quality Control Solution (QCS) - Supplier vii © 2015 Infor Education

Appendix

There is an appendix at the end of this Training Workbook that you may find useful. It contains information that is not part of the instructional content of this course but provides additional related reference information.

Appendix Appendix title Content description

Appendix A Reports and utilities This appendix provides a list of the QC Supplier reports, the QC In Process reports and the utilities available to the user.

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CloudSuite Business / CloudSuite Industrial / SyteLine: Using Quality Control Solution (QCS) - Supplier 1 © 2015 Infor Education

Lesson 1: Set up Estimated time

1 hour

Learning objectives

After completing this lesson, you will be able to:

Identify the steps to set up QCS supplier.

Topics Overview QCS supplier setup overview SyteLine set up for QCS SyteLine set up for QCS electronic signatures QCS set up

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2 //Lesson 1: Set up © 2015 Infor Education

Overview The Quality Control Solution (QCS) - Supplier module allows SyteLine users to track quality information on purchased/incoming material. QCS - Supplier provides the tools to track and report on:

Cost of quality Vendor performance Material Review Reports (MRRs) Corrective Action Reports (CARs)

QCS allows users to comply with sections of the ISO 9001 Quality Systems Model.

All QCS access is via Infor10 ERP Business (SyteLine 8.03) for QCS 5.03. Standard forms, navigation, functionality and terminology from SyteLine are used.

Lesson 1, Setup, should be thoroughly reviewed prior to learning the details for setting up and using the QCS - Supplier module. This section of the manual introduces how the QCS - Supplier module works to assist in tracking quality information about purchased parts.

The transaction that will track this occurrence is called a receiver. A receiver has a unique number identifier. All activity against that receipt will be tracked by the receiver number. A receiver is an order to the Quality Department to inspect/disposition material or to address a specific quality topic.

There are two general methods of getting received parts into QCS:

1. We can manually enter a receiver.

2. We can have the receiver automatically created during the PO Receiving transaction in SyteLine.

Once a receiver is created, QCS processing is the same (regardless of how it was created). You may wish to use a mix of methods based on different situations that occur at your company.

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QCS supplier setup overview The diagram below shows the relationships among the tables that collectively define the QCS Item Master for Supplier QCS items.

Relationship among QCS Item Master tables

The table below provides descriptions and examples for the SyteLine and QCS forms identified in the above image.

Form name Description and example entries

SyteLine Items This form is a master for SyteLine items. Ex: AL-10000, Steel

SyteLine Vendors This form is a master for SyteLine vendors. Ex: #6 Cromax Metal Supply Co.

QC Item Maintenance This form provides the items to be tracked by QCS. Ex: AL-10000, Steel from our vendor, Cromax

QC Inspection Frequencies This form provides a description of how often PO receipts routed to QC for inspection. Ex: Every receipt, every 10th receipt, every 1000 parts received

QC Test Maintenance This form provides the measurements/tests that are performed to measure the quality of the item. Ex: Length, voltage, thickness

QC Gages This form provides the equipment needed to perform the measurement. Ex: 5" Caliper, AC voltmeter

SyteLine Items

SyteLine Vendors

QC Items

QC Inspection Frequencies

QC Test Maintenance

QC Test Methods QC Severity Levels

QC Gage Group

QC Gage Status

QC Gages

QCS Supplier - Item Set up

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Form name Description and example entries

QC Gage Group This form provides the group of test equipment that could be used at an operation or in a cell. Ex: Caliper, electronic meter

QC Gage Status This form is the status of the gage. Ex: In service, out for calibration

QC Test Methods This form provides how the measurement is made. Ex: Visual, meter reading

QC Severity Levels This form provides the criticality characteristic to the overall quality of the item. Ex: Critical, cosmetic, minor

______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________

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SyteLine set up for QCS This section reviews the standard SyteLine forms used to set up QCS on your system. QCS set up is a combination of standard SyteLine forms and QCS forms.

User authorizations

Authorizations are needed for access to specific forms within SyteLine. For QCS, there have been 25 groups set up which can be used to set up QCS users. The table below shows the objects that are authorized for that specific group.

Groups Form/Report authorized for group

QC CAR/MRR Form/Reports CAR Form CAR Status Report MRR Form

MRR Status Report QC CAR/MRR Maintenance CARs

CAR Query CAR Tests MRR Query MRRs MRR Tests

QC CCR Maintenance (Customer Complaint Report (CCR))

QC Customer Complaints Product Line/Reason Code Responsibility QC Customer Complaint Query

QC CO Inspect CO Inspect/Disposition and Query CO Dispositioning

QC CO Receipt Create CO Receiver CO Popup CO Receiver Maintenance Receiver Update Utility

QC COC Form/Reports (Certificate of Compliance (COC))

COC Maintenance COC Query COC's COC Select COC Report

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QC Code Maintenance QC Cause Codes QC Reason Codes QC Failure Codes QC Gages Gage Query Gage History Query QC Gage Type QC Gage Status QC Inspection Frequencies QC Methods QC Severity Levels QC Vendors QC Vendor Status QC Vendor Query Customer Query QC Customers Disposition Codes Test Types

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QC General/Reports CAR Form CAR Status Report Customer Complaint Review Report Customer Complaint Status Report COC Report Customer Available to Ship Report Customer Inspection Status Report Customer RMA Analysis Report Customer RMA Value of Inventory Report Defect Distribution Report Gage Calibration Certificate Gage Packing Slip Gage Report In Process Action Report In Process Cost of Quality Report In Process Cost of Scrap Report In Process Item History Report In Process Job Paperwork Report In Process Outside Paperwork Report In Process Quality Plan Report In Process Results Worksheet In Process Yield Report MRR Form MRR Status Report Reprint Tags Supplier Item Detail Report Supplier Item History Report Supplier Ready for Inspection Report Supplier Ready for Receipts Report Supplier Value of Inventory Report Supplier Vendor Performance Report Supplier Vendor PPM Report Supplier Vendor Status Report Supplier VRMA Form Supplier VRMA Pending Report Supplier VRMA Status Report Test Results Report QC Transaction Report Customer Final Inspection Worksheet (Reports and Queries for all QC

modules) QC IP Inspect IP Query

IP Job Inspect/Disposition PS Inspect/Disposition PS Query QC Miscellaneous Move QC Miscellaneous Issue Receiver Update Utility Regular Disposition

QC IP Receipt Create IP Receiver Create PS Receiver IP Popup

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QC Maintenance QC Copy tests QC Items QC Items Query QC Item Tests Copy Tests

QC Parameter Maintenance QCS General Parameters IP Parameters Supplier Parameters Customer Parameters

QC Quick MRR QC Quick Receiver/MRR IP Popup Supplier Popup

QC RMA Inspect QC RMA Inspect QC RMA Query Regular Dispositioning QC Miscellaneous Move QC Miscellaneous Issue Receiver Update Utility

QC RMA Receipt Create RMA Receiver CO Popup

QC Supplier Inspect Supplier Inspect Supplier Query Regular Dispositioning QC Miscellaneous Move QC Miscellaneous Issue Receiver Update Utility

QC Supplier Receipt Create Supplier Receiver Supplier Popup

QC Test Results Create Test Results Create QC Serial Numbers

QC Shipping COC Select

QC VRMA Form/Reports Supplier VRMA Form

QC VRMA Maintenance VRMA Miscellaneous Issue VRMA Miscellaneous Receipt VRMA Query VRMA Maintenance VRMA Voucher

QC Enterprise Entry Change Creation Topic Receivers

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QC Enterprise Management Change Management CMR Costing CMR Documentation CMR Headers CMR Machine/Tooling CMR Material CMR Process CMR Query Topic Receiver Management TRR Query TRRs Change Management

QC Enterprise Codes Change Types Status Listings Topics QC Priorities

QC Enterprise Reports CMR Form CMR Status Report TRR Form TRR Status Report

Inspectors

Within QCS, there are prompts for inspector. If validating inspectors is desired, refer to the QCS Parameter form as this field will validate against the SyteLine Employees form. Use the standard SyteLine Employees form to set them up.

The minimum information required to set up an employee is the name, shift, and wage account.

This is an optional feature in QCS.

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QC stockroom locations

Use the SyteLine Locations form to set up one or more locations to be used as a holding location for the QC department. If multiple locations are used, we recommend having them all start with a unique combination of characters (such as QC, QCDock, QCStock). Alternately, set up one location for all QC holding (such as QCINSPECT). Any location used must first be set up as a valid location using the SyteLine Locations form.

Within QCS, the default QC location to use is defined on the QC Supplier Parameters and QC Customer Parameters.


Miscellaneous Issue Reason Codes form

QCS can call a Miscellaneous Issue form from the dispositioning process, and/or from QC Vendor Return Material Authorization (VRMA) process. Use the Miscellaneous Issues Reason Codes form to set up specific reason codes for these transactions or existing codes may be used.


Miscellaneous Receipt Reason Codes form

QCS can call a Miscellaneous Receipt form from the QC Vendor RMA process. Use the Miscellaneous Receipt Reason Codes form to set up specific reason codes for these transactions or existing codes may be used.


Vendor RMA pending account

Access the Chart of Accounts form to set up specific or new accounts for QC Vendor Return Material Authorization (VRMA) pending values. This asset account will be used to post dollars for material returned to vendor.

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Vendor RMA loss account

Access the Chart of Accounts form to set up a specific or new account for QC VRMA loss values, as well. This expense account will be used to post dollars for the difference between the value of the returned material and the actual credit issued by the vendor.

The VRMA loss account is only used when a vendor's credit voucher is recorded against a VRMA. If the amount of the credit (per unit) is not equal to the purchase unit price, the difference is charged to the VRMA loss account.

For example, a widget is purchased for $20. A VRMA is created for the widget and $20 is posted to the VRMA pending account. When a credit for $18 is received, the $20 is removed from the VRMA pending account, the $18 is created on a voucher to accounts payable and $2 is charged to VRMA loss.

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SyteLine set up for QCS electronic signatures

In order for electronic signatures to be available, the QCS Enterprise module must be purchased and installed.

Enabling electronic signature functionality

SyteLine must be configured for electronic signatures prior to use. This involves setting up the Electronic Signature Setup and Electronic Signature Authorizers forms.

Electronic Signature Setup form

The Electronic Signature Setup form is used to turn on the QCS electronic functionality. Check the enabled box for the specific signature type desired to enable in QCS.

Before the signatures can be used, the users who will be authorized to use electronic signatures must be set up via the Electronic Signature Authorizers form.

Electronic Signature Authorizers form

Use the Electronic Signatures Authorizers form to add specific users as authorized to complete specific electronic signatures.

______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________

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QCS set up Listed below are codes, parameters, and data specific to QCS that can or must be set up prior to using QCS.

QC Severity Levels form

The QC Severity Levels form allows the user to add, change, or delete Severity Level codes. Severity Level codes are used when setting up inspection details and tests for an item. This is an information code to show internally how critical a characteristic is to the quality of an item. Severity Levels are informational only and do not impact an item's disposition.

Field Description

Severity Level A unique user-defined code

Description Description of the code

QC Inspection Frequencies form

The QC Inspection Frequencies form allows the user to edit Inspection Frequency IDs for all modules. A Frequency ID is required for each QCS item. For QCS Supplier, the Frequency ID is used to determine (based on PO Receiving history for the item) if and when the current receipt should go through QCS (when auto-creating receivers in Purchase Order Receiving). For In Process and Customer the frequency is informational only.

Field Description

Ref Type P = Purchase/Supplier J = Job/In Process O = Order/Customer R = Return/Customer

Inspection Frequency Type

System-defined codes (defined below in more detail) indicate how this frequency should act. For in process and customer frequencies, the N/A Frequency type should be used.

Inspection Frequency

This field is a user-defined code.

Description This is a description of the Inspection Frequency code.

Default Qty This field defines a numeric value of days, frequency, or count to use as the default when this frequency is applied to an item in QC Item Maintenance. When this frequency is selected in QC Item Maintenance form, the item's inspection quantity or date defaults based on this value.

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Field Description

P(urchase)/Supplier Inspection Frequency Type Logic

CERT – No inspection by Quality is needed when it is received. If the QC Supplier Parameters are set to “Auto Accept Skipped Receipts,” then all “Cert” type receipts are marked as “Accepted.” No quantity is required or used for this inspection frequency type. COUNT - <QC Items: Inspection Break Qty> - During purchase order receiving, items will move into QCS inspection when the quantity received since the last QC event reaches or exceeds the quantity set up for this QCS item. When setting up an item for a “Count” frequency type, the QCS Item Inspection Break Qty will default to the value set for the selected Inspection Frequency. Example: Inspection Break Qty on QCS item = 100 PO Receipts of: 01/06/07 qty 40; 01/13/07 qty 40; 01/20/07 qty 40; 01/27/07 qty 40 Receipt for 01/06/07 will move into QCS (as no previous receipts have been through QCS) Receipt for 01/13/07 will be skipped (as only 40 have been received since last inspection) Receipt for 01/20/07 will be skipped (as only 80 have been received since last inspection) Receipt for 01/27/07 will move into QCS DATE - <QC Items: Next Inspect Date> - During purchase order receiving, if the receive date is on or after the date specified for this QCS item, the receipt will move to QCS. Inspection dates need to be changed manually on QCS items. When setting up an item for a “Date” frequency type, the QCS Item Next Inspect Date field defaults to the current date plus the default quantity number of days. DATEFREQ – The number of days between inspections. DAYS - <QC Items: Next Inspect Date> - During purchase order receiving, if the receive date is on or before the date specified for this QCS item, the receipt will move to QCS. The “Next inspection date” will then be calculated based on the Inspection Break Qty for this QC item, and the QC item record is updated. When setting up an item for a “Days” frequency type, the QCS Inspection Break Qty field will default to the value set for the selected Inspection Frequency, and the QC Item Next Inspect Date will be set to the current date, plus the number of days in the default quantity. FREQ - <QC Items: Inspection Break Qty> - The number of receipts between inspections. Example: Inspection Break Qty on QCS item = 3 PO Receipts of: 01/06/07; 01/13/07; 01/20/07; 01/27/07; 02/03/07; 02/10/07 … Receipt for 01/06/07 will move to QCS (as no previous receipts have been through QCS) Receipt for 01/13/07 is skipped (it is the 1st receipt since the last QC event) Receipt for 01/20/07 is skipped (it is the 2nd receipt since the last QC event)

Receipt for 01/27/07 will move to QCS (it is the 3rd receipt since the last QC event)

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Add, Change and Delete are inspection frequencies permitted. Inspection Frequencies for In Process, Customer and RMA are informational only.

There is no automatic receipt into QCS using frequency logic for those modules. For Supplier, neither the QCS Item nor QCS Vendor status has any impact on

whether or not items are moved into QCS.

QC Test Methods form

The QC Test Methods form allows the user to add or delete from the list of allowable methods in the Test Method user-defined field. For example, how the measurement is made can be added or deleted. Common entries include:

Visual Go/No-Go Gage reading Test equipment reading

QC Gage Groups form

The QC Gage Groups form allows the user to add or delete the types of equipment needed to perform tests on material in the QC department from the Gage Group user-defined field. This is part of the Gage Master setup. Typical gage types:

Calipers Voltmeter Meters Custom equipment

QC Gage Status form

The QC Gage Status form allows the user to add, change, and delete the allowable statuses of gages needed to perform tests from the Gage Status user-defined field. This is part of the Gage Master setup. Common entries include:

In-service Out for calibration Retired

QC Gages form

The QC Gages form allows the user to edit the list of equipment used to perform tests/measurements. This list is used as part of the setup of the QC item tests. Typical entries are:

6" Caliper AC/DC 50V Voltmeter 36 "Ruler

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Header

Field Description

Gage # (required)

This is a unique ID number. The system defaults to next available number. It can be edited.

Description Describes the gage/equipment

General tab

Field/Drop-down list/Check box

Description

Gage Status A required field Validates against Gage Status Table

Gage Group A required field Validates against Gage Group Table

Manufacturer User-defined

Location User-defined

Purchased Date User-selected date

U/M Can use entry from SyteLine Unit of Measure Codes, or user-defined value

Range Size User-defined

SL Dept? Indicates if (next field) Department is to be validated against SyteLine Department table or not (checked = validate)

Department User-defined or SyteLine department and description

Owner User-defined

Price User-defined

Go/No-go User-defined

Model User-defined

S/N User-defined

Asset User-defined

Calibration tab

Field Description

Last Calibration Date

User-selected date

Interval Required number of (calendar) days between calibrations

Next Calibration Date

Will be calculated based on Last Calibration Date and Interval

Last Cal by User-defined

External Calibration

User-defined

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Field Description

SL Vendor? Indicates if (next field) Vendor is to be validated against SyteLine Vendor table or not (checked = validate)

Vendor User-defined or SyteLine Vendor

Name Vendor name

Cal Note User-defined

History tab

This tab is used to track calibration for this gage.

Field Description

Last Calibration Date

User-selected date

Trans Num System-generated transaction identifier

Date User-defined

Last Cal By User-defined

Status Options include: Complete In Process Ordered Out to Vendor

Cal Note User-defined

In Cal When Received

User-defined

In Cal When Returned

User-defined

Parts Replaced User-defined

PO User-defined

Cal Cost User-defined

Cal Time User-defined

Tabs Description

Gage Where Referenced

A view-only list of QC Item Tests that reference the current gage

Gage Where Used

A view-only list of QC Item Test Results that reference the current gage

Group Where Referenced

A view-only list of QC Item Test plans that are associated with the gage group

User Defined Access to the standard SyteLine 8 user-defined fields

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The gage number can be alpha-numeric and must be unique.

QC Items form

The QC Items form allows the user to add, change, or delete QC items for the Supplier, In Process and Customer modules.

Header

Field/Drop-down list/Button

Description

Item Required field Valid SyteLine item number Item description will display

U/M Read-only field SyteLine unit of measure for the item

QC Rev User-defined field QC revision

Revision Read-only field SyteLine revision for the item

Serial Tracked Read-only field SyteLine item setting

Lot Tracked Read-only field SyteLine item setting

Revision Tracked Read-only field SyteLine item setting

Ref Type (required)

Required field Options include:

o P = Purchased (Supplier) o J = Job (In Process) o O = Order (Customer) o R = RMA Return (Customer)

Vendor This field can be left blank for Ref Type = “P” only, or a valid SyteLine vendor number. The vendor name will display. If blank, the item and its tests apply to all vendors for this item, unless there is a specific item/vendor combination set up.

Customer This field can be left blank for Ref Type = “O" or “R” only, or a valid SyteLine Customer number. The customer name will display. If blank, the item and its tests apply to all customers for this item, unless there is a specific item/customer combination set up.

Operation This field must be a valid operation from the item’s current bill of material (BOM) for Ref Type “J” only (required). Operation's work center and the work center description will display.

Test Seq This field indicates the sequence of inspection steps for an operaion, for For Ref Type "J" only (required). The default is 10, and the system will auto-generate by 10 for this operation.

Test Type For Ref Type "J" only - information about the type of test to be run at this operation (1st piece, Final, etc.)

Test Maintenance This button links to the QC Item Tests form for this item.

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Field/Drop-down list/Button

Description

Copy Tests This button links to the Copy QC Tests form.

Item/Inspection tab

Field/Drop-down list/Button/Check box

Description

C of C Required If this check box is selected: For Ref Type = “P” - displays a message during creation of a QCS receiver indicating that the receiving person should verify that certification paperwork is included with the shipment. For Ref Type = “O” - requires a Certificate of Conformance for shipping.

Serial Tracked If this check box is selected, it will require entry of QC serial numbers during the disposition process.

Regulation If the item is regulated, the user can select the appropriate regulation description from the drop-down list (the list is generated from the QC Regulations form).

First Article If this check box is selected for Ref Type = “P” it will display an alert message during creation of a QC receiver indicating that First Piece testing is required. This alert is informational only.

MSDS Required If the check box is selected, for Ref Type = “P” it will display an alert message during creation of a QC receiver indicating that a Material Safety Data Sheet (MSDS) should be included with the shipment.

Alert This user-defined field displays a message during creation of a QC receiver for this item.

Last Audited This is a user-defined field providing the date of the last audit.

Planner The user can designate a planner for the item. A drop-down list is generated from the SyteLine Employees form. Depending on how parameters are set for the Map Inspector to Receiver field in the QC General Parameters form, this selection will be entered as the default inspector for the item.


This drop-down list identifies how often an inspection is required. See the Inspection Frequencies form description for additional information.

Next Inspect Date This drop-down list is used for Inspection Frequencies of type “Date” or “Days” and determines the next date after which purchase order receipts will be moved into QCS (based on QC Supplier Parameters settings).

QA Effective Date This drop-down list identifies the effective date for when a receiver will be created for the item.

QA Obsolete Date This drop-down list identifies the date after which no receiver will be automatically created for the item.

Inspection Break Qty

This field is used when Inspection Frequency Type = Count or Frequency. See the Inspection Frequencies form description for additional information.

Days between Inspections

This field is used when Inspection Frequency Type = Days which is the number of days between inspections.

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Description

Next Inspect Date If inspection Frequency is set to days this field will show the next inspection date based on the last inspection and the Days Between Inspections entry.

Tests Tab This tab is a view-only list of QC Items Tests defined for this QC Item. To add, change, or delete tests use the QC Item Tests form.

User Defined Tab This tab is used to access the standard user-defined fields

Copy QC Tests form

The Copy QC Test form is used to copy QC item tests from one QC item to another. This form should only be accessed via QC item. When the form opens, the Source Item fields display based on the current QCS item selected.

Drop-down list/Button

Description

Starting Item This drop-down list will display a list of existing QC items. Select the first item the tests are to be copied to. Remaining fields Ref Type, Entity, Test Type, and Test Seq will display based on the QC item selected.

Ending Item The drop-down list will display a list of existing QC items. Select the last item the tests are to be copied to. Remaining fields Ref Type, Entity, Test Type, and Test Seq will display based on the QC item selected.

Copy Tests Select this button to copy the test plan from QC Source Item field to QC Target Item field.

QC Item Tests form

The QC Item Tests form adds, changes, or deletes information regarding tests to be run against this item while it is in QC. This form does not work as a standalone and changes to the tests must be made by accessing this form through the QC Item form.


Description

Header These fields display the currently selected QCS Item detail information. Seq and Test # will default for new records to the next available number for the current item but can be modified by the user.

Tests tab Description

Sev Level This drop-down list defines the critical nature of this test and validates against the Severity Level table.

Characteristic This text field is used to describe the test. If additional space is needed, the standard SyteLine notes for this record can be used.

Gage Group A user can select the gage group from the drop-down list to be used for this test. Values are from the Gage Groups form.

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Tests tab Description

Equipment This drop-down list is a user-defined entry determining what tool is required for the test, and is validated against the QC Gages table based on QC parameters.

Test Method This drop-down list is a user-defined entry determining how the measurement is made, and is validated against the QC Methods table based on QC parameters.

Expected Minimum

This field is the minimum value allowed for characteristic within the spec.

Expected Nominal This field is the typical or expected value for characteristic.

Expected Maximum

This field is the maximum value allowed for characteristic within spec.

First Article Testing

This drop-down list is used to designate if a specific test is a First Article test (select Yes), a First Article and Standard Test (select Both) or a Standard test only (select No). In order for First Article Logic to be available, the Enterprise module must be purchased and installed.

QA Effective Date This field is the date this test will take effect within QCS.

QA Obsolete Date This field is the date this test will stop being monitored within QCS.

Demo: Set up QC test methods, QC gage groups, QC gage statuses, QC gages, and QC items

Your instructor will demonstrate how to set up QC test methods, QC gage groups, QC gage statuses, QC gages, and QC items.

______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________

Exercise 1.1: Set up QC test methods, QC gage groups, QC gage statuses, QC gages, and QC items

In this exercise, you will set up QC test methods, QC gage groups, QC gage statuses, QC gages, and QC items.

Exercise steps

Part 1: Set up QC test methods

1. Select Master Explorer > Modules > Quality > Files > QC Test Methods. The QC Test Methods form opens.

2. Type Durability in the Test Method field on line 1.

3. Type Strength in the Test Method field on line 2.

4. Type Thickness in the Test Method field on line 3.

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5. Click Save modified data and close form (OK).

Part 2: Add QC gage groups

1. Select Master Explorer > Modules > Quality > Files > QC Gage Groups. The QC Gage Groups form opens.

2. Type HARDNESS in the Gage Group field on line 1.

3. Type MICROMETERS in the Gage Group field on line 2.

4. Type PRESSURE TESTERS in the Gage Group field on line 3.

5. Type SCALES in the Gage Group field on line 4.


Part 3: Add QC gage statuses

1. Select Master Explorer > Modules > Quality > Files > QC Gage Status. The QC Gage Status form opens.

2. Type A in the Gage Status field on line 1.

3. Type Active in the Description field on line 1.

4. Type OBS in the Gage Status field on line 2.

5. Type Obsolete in the Description field on line 2.

6. Type REP in the Gage Status field on line 3.

7. Type Being Repaired in the Description field on line 3.


Part 4: Add QC gages

1. Select Master Explorer > Modules > Quality > Files > QC Gages. The QC Gages form opens.

2. Click Filter In Place.

3. Type 1400 in the Gage # field.

4. Type Cushion Pressure Tester in the Description field.

5. Select A from the Gage Status drop-down list.

6. Select PRESSURE TESTERS from the Gage Group drop-down list.

7. Select EA from the U/M drop-down list.

8. Type 400 in the Price field.

9. Type 1400 in the Model field.

10. Click Create a new object in the current collection.

11. Type G123 in the Gage # field.

12. Type Gage 123 in the Description field.

13. Select A from the Gage Status drop-down list.

14. Select HARDNESS from the Gage Group drop-down list.


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Part 5: Add QC items

1. Select Master Explorer > Modules > Quality > QC items. The QC Items form opens.


3. Select CG-10000 Grips, Cushioned from the Item drop-down list.

4. Select 6-Cromax Metals from the Vendor drop-down list.

5. Select the First Article check box.

6. Select RECEIPTS from the Inspection Frequency drop-down list.

7. Type 1 in the Inspection Break Qty field.

8. Click Save.


10. Select AL-10000 Steel, Chromium from the Item drop-down list.




14. Click Save.


16. Select CP-10000 Seat, Padded from the Item drop-down list.




20. Click Save.


22. Select RS-10000 Seat, Assembly, Racing from the Item drop-down list.

23. Select P-Supplier from the Ref Type drop-down list.

24. Leave the Vendor field blank – this applies to all vendors.



27. Click Save.

28. Click Test Maintenance. The QC Item Tests (Linked) form opens.

29. Select Major from the Sev Level drop-down list.

30. Select PRESSURE TESTERS from the Gage Group drop-down list.

31. Select 1400-Cushion Pressure Tester from the Equipment drop-down list.

32. Select Durability from the Test Method drop-down list.

33. Type 350 in the Expected Minimum field.

34. Type 400 in the Expected Nominal field.

35. Type 450 in the Expected Maximum field.

36. Select or type <today’s date> in the QA Effective Date field.

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38. Close the QC Items form.

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Check your understanding

Which of the following must be set up for QCS supplier to be fully utilized? Select all that apply.

a) Set up SyteLine for QCS b) Set up customer RMAs c) Set up SyteLine for QCS electronic signatures d) Set up QCS

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26 //Lesson 2: Parameters © 2015 Infor Education

Lesson 2: Parameters Estimated time

1 hour

Learning objectives


Define the general and supplier parameters.

Topics QC General Parameters QC Supplier Parameters

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QC General Parameters

General tab

The General tab allows the user to edit parameters that apply to all QCS modules.

Check box/Drop-down list

Description

Prompt for Reason on Accept

If this check box is selected, the user will be required to select a valid accept reason code as part of dispositioning. If not selected, the first accept reason for the Ref Type is used and cannot be changed by the user. If more than one accept reason code is created for the Ref Type, this parameter should be selected.

Prompt for Reason on Reject

If this check box is selected, the user will be required to select a valid reject reason code as part of dispositioning. If not selected, the first reject reason for the Ref Type is used and cannot be changed by the user. If more than one reject reason code is created for the Ref Type, this parameter should be selected.

Check Failure Codes on Tests

When this check box is selected, the system will ensure that any failure code entered for a test is in the QC Failure Code table. If not selected, it allows free-form entry in failure code.

Check Gage Equipment on Tests

When this check box is selected, the system will ensure that any gage/equipment value entered when defining a QC item test is in the QC Gage table. If not selected, it allows free-form entry in the Equipment field.

Check Methods on Tests

When this check box is selected, the system will validate the QC Item Test Method field against the QC Method table. If not selected, it allows any entry in the Test Method field.

Check for Test Results

Select an entry from the pre-defined drop-down list (required). The value affects the QC Disposition Receiver form as follows: Alert-If Defined: Upon entering the QC Disposition Receiver form, a message will

appear if at least one QC item test was defined for the item. Never: No check for test results or tests defined is performed. Required-If Defined: Dispositioning cannot take place unless test results have been

defined for the receiver if at least one QC item test was defined for the item. Inspector Validation

Select an entry from the pre-defined drop-down list (required). The value affects the QC Disposition Receiver and QC Disposition MRR forms as follows: Employee: Requires the Inspection field to be a valid SyteLine employee to

disposition. None: Inspector field may be blank or free-form entry. Note: If a job transaction will

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Description

Map Inspector to Receiver

One of the pre-defined values must be selected from the drop-down list. The value affects the Receiver and Inspection/Disposition forms as follows: Planner: The planner that is identified on the QC Items form will automatically be

assigned to the Receiver record and will show on the corresponding Inspection/Disposition form.

Current Logged in User: The current logged-on user will automatically be assigned to the receiver record and will show on the corresponding Inspection/Disposition form.

None: No entry will automatically be assigned to the receiver record.

The automatic entry can be changed on the corresponding Inspection/Disposition form.

QCS Version

Based on installed software

Base Installed

IP Installed

Supplier Installed

Customer Installed

Enterprise Installed

Text tab

The Text tab allows the user to enter standard text for various forms.


Description

CAR Text Line 1

This field allows the user to enter standard text to appear on the CAR form. CAR Text Line 2

CAR Text Line 3

MRR Text Line 1

This field allows the user to enter standard text to appear on the MRR form. MRR Text Line 2

MRR Text Line 3

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Email tab

The Email tab functions by triggering an event in the SyteLine Event System.


Description

Send E-mail notice when creating a MRR?

Select one of the pre-defined values from the drop-down list (required): Prompt: The system will ask if you wish to send an e-mail when creating an MRR. Yes: The system will automatically send an e-mail when creating a MRR. No: The system will never send an e-mail when creating a MRR.

Send E-mail notice when creating a CAR?

Select one of the pre-defined values from the drop-down list (required): Prompt: The system will ask if you wish to send an e-mail when creating a CAR. Yes: The system will automatically send an e-mail when creating a CAR. No: The system will never send an e-mail when creating a CAR.

Send E-mail notice when creating a VRMA?

Select one of the pre-defined values from the drop-down list (required): Prompt: The system will ask if you wish to send an e-mail when creating a VRMA. Yes: The system will automatically send an e-mail when creating a VRMA. No: The system will never send an e-mail when creating a VRMA.

Send E-mail notice when creating a TRR?

Select one of the pre-defined values from the drop-down list (required): Prompt: The system will ask if you wish to send an e-mail when creating a Topic

Receiver Report (TRR). Yes: The system will automatically send an e-mail when creating a TRR. No: The system will never send an e-mail when creating a TRR.

Send E-mail notice when creating a CMR?

Select one of the pre-defined values from the drop-down list (required): Prompt: The system will ask if you wish to send an e-mail when creating a Change

Management Report (CMR). Yes: The system will automatically send an e-mail when creating a CMR. No: The system will never send an e-mail when creating a CMR.

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QC Supplier Parameters

Supplier tab

The following table provides information regarding the Supplier tab.


Description

Default for QC Supplier Inspection Tags

If this check box is selected, the system will automatically print tags when creating a QCS Supplier Receiver, and defaults Print Tags to yes when the receiver is being dispositioned (when dispositioning, the check boxes can be changed by the user). If not selected, no receipt tags will be printed.

Display QC Vendor Alerts in SyteLine

If this check box is selected, the message “Vendor currently in suspended status” will appear when creating a QCS Supplier Receiver (manually or via PO Receiving) if the QC vendor’s status contains the string Suspend. If not selected, no message will display.

Display Supplier Item Alerts in SyteLine

If this check box is selected, the following messages will appear when creating a QCS Supplier Receiver (manually or via PO Receiving) as coded on the QC item record:

1. “QC Item Alert as defined by the user” 2. “Item Requires MSDS” 3. “First Article Inspection Required”

o In order for First Article Logic to be available, the Enterprise module must be purchased and installed.

4. “C of C is required” 5. “Regulation <specific entry that was selected in QC Items shows>”

If not selected, none of these messages will appear.

Display QC Window when creating Receiver

If this check box is selected, the QC Supplier Receiver Information form will be displayed after creating a QCS Supplier Receiver (manually or via PO Receiving). This form allows the user to add or change the QC Lot and to add notes to the receiver (via the standard Notes button on the toolbar). If not selected, the form will not be displayed.

Auto Create Supplier Receivers

If this check box is selected during purchase order receiving, the QC system will check each item received and determine if the item should be moved into QCS based on its Inspection Frequency ID and the SyteLine receiving history for the item. If not selected, no automatic moves into QCS will be performed from PO Receiving.

Use QC Hold Location for MRR

If this check box is selected, then the location listed in “QC Hold Location” on this form will become the default location that items are moved to when a supplier MRR is created.

Location This drop-down list is only used when the Auto Create Supplier Receivers check box is selected. If selected, this location overrides the default receipt location for any item being moved into QCS during purchase order receiving. This must be a valid SyteLine location.

QC Hold Location This drop-down list is only used when the Use QC Hold Location for MRR check box is selected. If the check box is selected ,the QC Move form will default to this location when an MRR has been created. If not selected then the current location Auto Create Supplier Receivers check box will be selected. If selected, this location overrides the default receipt location for any item being moved into QCS during purchase order receiving. This must be a valid SyteLine location.

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Description

Vendor Performance Date

Select an entry from the pre-defined drop-down list (required): Promise Date: Vendor performance will be calculated using the promise date. If the

promise date is selected and this field is not filled in on the PO, then the report will default to the due date.

Due Date: Vendor performance is calculated using the due date. Auto Accept Skipped Receipts

This check box is only selected when the Auto Create Supplier Receivers check box is selected. When selected, when purchase order receivingoccurs on a QC item, if the item is not due to go to QC this time, a QC receiver will still be created, but tagged as all quantity accepted. This allows all receipts for QC items to be tracked for QC vendor performance reporting. If not selected, QC receivers will only be created when QC inspection is required for the item.

Use QC Location for Auto Accept

This check box is only selected when the Auto Create Supplier Receivers check box is selected and Auto Accept Skipped Receipts check box is selected. When selected, and an Auto-Accepted Receiver is created during purchase order receiving, it will be received into the QC location (if defined). If not selected, it will use the displayed receipt location.

Auto Accept Reason

The code selected from this drop-down list is used by all the created auto-accepted receivers. See QC Reason Codes for additional information.

Auto Accept Disposition

The code selected from this drop-down list is used by all the created auto-accepted receivers. See Disposition Codes for additional information.

QC Label to Print for Auto Accept

If receipt tags are printing, and an Auto-Accepted receiver is created, this indicates if its tag should print with a status of Received or Accepted.

QC PO Xref Alert Select an entry from the pre-defined list (required). Alert: If the purchase order/line referenced on a receiver is cross-referenced to a job,

during dispositioning, a message will display indicating the Job/Suffix cross- reference.

None: No alert will display Create MRR for Reject

Select an entry from the pre-defined list (required). Always: On the QC Disposition Receiver form, when a Reject Quantity is entered for

a Supplier Receiver the quantity will be moved to On-Hold and treated as an On-Hold/MRR quantity

Prompt: On the QC Disposition Receiver form, when a Reject Quantity is entered for a Supplier Receiver, the system will prompt the user if they want to consider the quantity On-Hold/MRR. If yes, the quantity will be treated as On-Hold/MRR quantity. If no, the quantity will remain as a Reject quantity.

Never: On the QC Disposition Receiver form, reject quantity will have no effect on On-Hold/MRR quantities.

Allow Quick QCS If the check box is selected, it allows Supplier QC Items to be accessed via the QC Quick Receiver/MRR Utility

Auto Create Item This field is only used when Allow Quick QCS is selected. If this is selected, and a user is creating a receiver with the QC Quick Receiver/MRR Utility, if the item is not currently a QC Item, the user can choose to create it as a QC Item for that Supplier.

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Description

Auto Create MRR Only used when the Allow Quick QCS check box is selected. Select an entry from the pre-defined list (required). No: When the user is creating a Supplier receiver with the QC Quick Receiver/MRR

Utility, only a receiver is created. Yes: When the user is creating a Supplier receiver with the QC Quick Receiver/MRR

Utility, the receiver quantity will all be placed on hold, and an MRR will be created. Prompt: When the user is creating a Supplier receiver with the QC Quick

Receiver/MRR Utility, the user will be prompted if the quantity should be moved to hold, and an MRR should be created.

MRR Reason Code

This drop-down list is only used when Allow Quick QCS check box is selected, and Auto-Create MRR is Yes or Prompt. If the QC Quick Receiver/MRR Utility creates an MRR, this value will be used as the reason code for that MRR. See the section on QC Reason Codes in this workbook for additional information.


This drop-down list is only used when the Auto Create Item check box is selected. If a supplier item is auto-created, its Inspection Frequency will be set to this value. See the section on QC Inspection Frequencies in this workbook for additional information.

Alert This drop-down list is only used when Auto Create Item check box is selected. If a supplier item is auto-created, its alert field will be set to this value.

Vendor RMA tab

The QC supplier Parameters form allows users to edit parameters that apply to QCS Vendor RMA Processing.

Drop-down list Description

Material Receipt Reason Code

Select a valid Material Receipt Reason Code from the drop-down list to be used when receiving material back into stock for a VRMA.

Material Issue Reason Code

Select a valid Material Issue Reason Code from the drop-down list to be used when removing material from stock via VRMA scrap or ship.

Vendor RMA Pending Account

Select a valid account number from the drop-down list to be used when issuing material out of stock for a VRMA scrap or return, when receiving back from the vendor.

Vendor RMA Loss Account

Select a valid account number from the drop-down list to be used when creating a VRMA voucher, for the value difference between the purchase amount and the VRMA pending amount.

Auto Create Vendor RMA receiver during Vendor RMA Receipt

Select one of the values from the drop-down list: Always: When a VRMA receipt is performed, a new QCS receiver will always be

created. Prompt: When a VRMA receipt is performed, a prompt will be displayed to optionally

create a QCS receiver. Never: VRMA receipt will not create a new QCS receiver

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Which of the following parameter tabs are used to set up QC Enterprise Parameters? Select all that apply.

a) Supplier tab b) Vendor RMA tab c) QCS Setup tab

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34 //Lesson 3: Codes and various forms © 2015 Infor Education

Lesson 3: Codes and various forms Estimated time

1 hour

Learning objectives


Define the many QC codes and set up forms.

Topics QC Reason Codes form QC Disposition Codes form QC Cause Codes form QC Failure Codes form QC Cost Activities form QC Cost Types form QC Vendor Rating form QC Vendor Status form QC Test Types form QC Vendors form QC Customers form QC Product Line/Reason Code Responsibility form QC Regulations form

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QC Reason Codes form The QC Reason Codes form allows users to add, change, or delete reason codes for all QCS Ref Types. Reason codes are referenced during dispositioning. At least one reason code should be set up for Accepted, Rejected and QCHold for each module running (Supplier, In Process, Customer, RMA). Reason codes define why a receipt is being accepted, rejected, or marked on-hold. Typical entries include:

Accepted: OK Per Spec Rejected: BRK Broken QCHOLD: MRB Awaiting decision from MRB Drop-down list/Field

Description

Status Select a valid entry from the drop-down list: Accepted Rejected QCHold

Ref Type Select a reference type from the drop-down list: P = Purchased/Supplier J = Job/In Process O = Order/Customer R = RMA/Customer

Reason This field is a user-defined unique code for this Status/Ref Type.

Description The field is used to provide a description of the reason.

Demo: Set up QC Reason Codes

Your instructor will demonstrate how to set up QC Reason Codes.

______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________

Exercise 3.1: Set up QC Reason Codes

In this exercise, you will set up QC Reason Codes.

Exercise steps

1. Select Master Explorer > Modules > Quality > Files > QC Reason Codes. The QC Reason Codes form opens.

2. Select ACCEPTED-Accepted by QC from the Status drop-down list.

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4. Type GOOD in the Reason field.

5. Type Good parts/items in the Description field.

6. Click Save.


8. Select QCHOLD-On Hold/MRR Review from the Status drop-down list.


10. Type BENT in the Reason field.

11. Type Items bent in the Description field.

12. Click Save.


14. Select QCHOLD-On Hold/MRR Review from the Status drop-down list.


16. Type SCR in the Reason field.

17. Type Scratched paint in the Description field.

18. Click Save.


20. Select REJECTED-Rejected by QC from the Status drop-down list.


22. Type BKN in the Reason field.

23. Type Broken in the Description field.


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QC Disposition Codes form The QC Disposition Codes form allows users to add, change, or delete disposition codes for all QCS Ref Types. Disposition codes are referenced during dispositioning to indicate what will be done with these pieces (and, for Purchasing/Supplier - how the receipt is to be ranked for the Vendor Performance Report). At least one disposition code should be set up for Accepted, Rejected, and QCHold for each module running (Supplier, In Process, Customer, and RMA).

Drop-down list/Field

Description

Status Select valid entry from the drop-down list: Accepted Rejected QCHold


Disposition This user-defined field is a unique code for this Status/Ref Type.

Material Action Select one of the values or leave blank. This applies to Ref Type = P, Ref Type = R and Ref Type O only. This should only be used when QCS Processing is against items in SyteLine inventory. Issue: If a quantity is dispositioned to this code, a SyteLine Miscellaneous Issue form

will display for that quantity. Move: If a quantity is dispositioned to this code, a SyteLine Quantity Move form will

display for that quantity. Description The field is used to provide a description of the material action.

Performance Points

This field is a value used for vendor performance reporting for the quantity dispositioned with this code. It is applicable for Ref type P only.

Performance points for item quality are based on the quantity and the points from the disposition code. For example: 75 points may be assigned for: Status = Accepted, Ref Type = P, Disposition = MTS (for Move to Stock). Fewer points can be assigned for situations where the parts are not perfect, but they can be used: Status = Accepted, Ref Type = P, Disposition = UAI (for Use As Is).

We recommend that a disposition code be set up at full points for situations where the parts cannot be used, but it was not the vendor's fault (e.g. Destroyed in Testing - but the parts passed the test). This will help ensure accurate vendor performance reporting.

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QC Cause Codes form The QC Cause Codes form allows users to add, change, or delete cause codes for all QCS Ref Types. Cause codes are referenced for rejected quantities during dispositioning and on the MRR form. At least one cause code should be set up for each module running (Supplier, In Process, Customer, RMA). Cause codes are optional, but can be used to describe the underlying cause for the rejection of material - the root of the problem (for example: Poor Documentation, Lack of Training, Poor Process Control).


Description

Ref Type Select a reference type from the drop-down list: P = Purchased/Supplier J = Job/In Process O = Order/Customer R = RMA/Customer E = Enterprise

Cause This field is a user-defined unique code for this Ref Type.

Description The field is used to provide a description of the cause.

Demo: Set up QC Cause Codes

Your instructor will demonstrate how to set up QC Cause Codes.

______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________

Exercise 3.2: Set up QC Cause Codes

In this exercise, you will set up QC Cause Codes.

Exercise steps

1. Select Master Explorer > Modules > Quality > Files > QC Cause Codes. The QC Cause Codes form opens.


3. Type PACK in the Cause field.

4. Type Bad packaging in the Description field.



7. Type VQ in the Vendor Quality field.

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8. Type Vendor quality issue in the Description.


10. Select P-Supplier for the Ref Type drop-down list.

11. Type SHIP in the Cause field.

12. Type Damaged in shipping in the Description field.


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QC Failure Codes form The QC Failure Codes form allows users to add, change, or delete failure codes for all QCS Ref Types. Failure codes can be used to describe the problem with a part or to describe what caused the problem with a part (for example: Broken, Poor Finish, Wrong Color, Operator Error, Machine Error, Process Error). Failure codes are associated with a receiver from the QC Test Results Entry (Linked) form (inspection results). Failure codes are optional.


Description

Ref Type Select a reference type from the drop-down list: P = Purchased/Supplier J = Job/In Process O = Order/Customer R = RMA/Customer E = Enterprise

Failure Code This field is a user-defined unique code for this Ref Type.

Description The field is used to provide a description of the failure code.

The use of the Failure Code Table is determined by the QC General Parameters. If the failure codes will not be checked, the user is allowed to enter any value for a failure code—there is no checking for consistency in spelling, coding, etc. Since there is no description for a failure code added on the fly, any reports or forms showing those codes will show the code only. If the failure codes will be checked, the value must be on the Failure Code Table prior to being used, and forms and reports will display the code and its description.

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QC Cost Activities form The QC Cost Activities form allows users to add, change, or delete cost activities. Codes are used when identifying costs typically associated with MRRs and CARs (for example: Rework, Redesign, Product Acceptance, Test). At least one activity code must be created if costs will be assigned to MRRs, CARs, TRRs or CMRs.

Field Description

Cost Activity The field is used to provide a description of the cost activity.

QC costs are not posted to the SyteLine General Ledger. QC costs are only for analytical purposes.

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QC Cost Types form The QC Cost Types form allows users to add, change, or delete cost types. Codes are used when identifying costs associated with MRRs and CARs (for example: Analysis, Correction, Prevention, Implementation, Solution, Failure-Internal, Failure-External). At least one type must be created if costs will be assigned to MRRs, CARs, TRRs or CMRs.


Description

Cost Type The field is used to provide a name for a cost type.

Description The field is used to provide a description of the cost type.

Typical Cost of Quality Definitions

Prevention Costs: These are any costs associated with the prevention of quality problems, such as Engineering Process Planning, Quality Planning, Design Review, Contract Review, Product Qualification, Supplier Evaluation/Selection, Tool Control, Training, Quality Audits, Preventative Maintenance, Failure Analysis, Redesign, and Safety Programs.

Appraisal Costs: These are any costs incurred while conducting inspections, tests, or other evaluations implemented to determine conformance to the quality requirements of the produced hardware, software, or services.

Failure Costs: These are any costs incurred to correct a nonconformance as well as the evaluations, dispositions and consumer affairs aspects of such failures. These include consumer affairs, engineering and purchasing change orders, rework, scrap, warranty, product liability, field service, and inspection.

Demo: Set up QC Cost Types

Your instructor will demonstrate how to set up QC Cost Types.

______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________

Exercise 3.3: Set up QC Cost Types

In this exercise, you will set up QC Cost Types.

Exercise steps

1. Select Master Explorer > Modules > Quality > Files > QC Cost Types. The QC Cost Types form opens.

2. Type PREVENTION in the Cost Type field.

3. Type Prevention in the Description field.


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5. Type APPRAISAL in the Cost Type field.

6. Type Appraisal in the Description field.


8. Type FAILURE in the Cost Type field.

9. Type Failure in the Description field.


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QC Vendor Rating form The QC Vendor Rating form allows users to define vendor performance scoring for delivery. This will be used for QC vendors in the Vendor Performance Report.


Description

Points for On Time Delivery

This field is used to enter the highest number of points to be awarded a vendor based on delivery information.

Days early (-)/Late (+)

This field is used to enter the number of days early (enter as a negative: -10; -3; -1 above), on time (0), late (enter as a positive: 1; 3; 7 above).

Points Deducted This field is used to enter the number of points to be deducted from the on-time delivery points if the associated number of days difference has occurred between the PO Line due date (or promise date depending on settings in QC Supplier Parameters) and actual delivery date (for example, if the delivery is 1 day late, 15 points will be deducted, so only 10 delivery points are awarded for that receipt).

The days early/late must be entered in order from maximum days early to on time to max days late.

See the section on QC Disposition Codes form in this Training Workbook to set the quality points for vendor performance.

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QC Vendor Status form The QC Vendor Status form allows users to add, change, and delete vendor status values. It is used on the QC Vendors form.

Field Description

Vendor Status This field is a user-defined unique code of a vendor status.

Description The field is used to provide a description of the vendor status.

Any value with Suspend in the Status can trigger a message to display when a Supplier Receiver is created for this vendor (see QC Supplier Parameters for additional information).

Certified Status does not affect any logic in QCS. Only Purchased items can be set up as Certified (dock-to-stock).

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QC Test Types form The QC Test Types form identifies the type of tests as identified on the QC Item Master. This field is fixed and cannot be edited by the user. This information is for reference only and does not affect any QCS logic.

Field Description

Test Type This field is for reference only.

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QC Vendors form The QC Vendors form allows users to add, change, and delete QC information for SyteLine vendors. Only vendors defined in QC Vendors are included in vendor performance reporting.

Drop-down list/Field/Tab

Description

Vendor Select a valid SyteLine vendor from the drop-down list.

Vendor Status When a status is selected from the drop-down list it is validated against Vendor Status data.

Approved Until This is a user-defined field.

Communication Status

Select a valid code from the drop-down list.

Type This is a user-defined field.

Date of Survey Letter

This is a user-selected date.

Date of Approval Letter

This is a user-selected date.

Audit Cycle User-defined field, informational only

Audit Due User-defined field, informational only

User Defined Tab This tab provides access to the standard SyteLine user-defined fields.

Demo: Set up a QC Vendor

Your instructor will demonstrate how to set up a QC Vendor.

______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________

Exercise 3.4: Set up a QC Vendor

In this exercise, you will set up a QC Vendor.

Exercise steps

1. Select Master Explorer > Modules > Quality > Files > QC Vendors. The QC Vendors form opens.


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3. Select QUALIFIED from the Vendor Status drop-down list.

4. Type or select 12/31/2016 from the Approved Unit calendar.

5. Select SURVEY RECEIVED from the Communication Status drop-down list.

6. Type <today’s date> in the Last Audit calendar.


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QC Customers form The QC Customers form allows users to add, change, and delete QC information for SyteLine customers.

Drop-down list/Field/Tab

Description

Customer Select a valid SyteLine customer from the drop-down list.

Contacts Enter Primary and Alternate Contact information.

User Defined This tab provides access to the standard SyteLine user-defined fields.

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QC Product Line/Reason Code Responsibility form The QC Product Line/Reason Code Responsibility form identifies the coordinator and resolver for each combination of Product Line and CCR Reason code.

Field Description

Product Line This text entry field is not validated against any SyteLine master file.

Reason

Coordinator

Resolver

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QC Regulations form The QC Regulations form allows users to add, change, or delete QC regulations that might impact the handling of an item.

This table shows selections that can be made from the regulations field in the QC Items form. Regulations can be either internal or external to the company. Multiple regulations can be referenced in a single entry to this form. The use of this table and the corresponding field in QC Items is optional.

Field Description

Regulation This field is a brief designation for the specific regulation.

Description This field is a description of the specific regulation.

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Match each of the following definitions on the left with the corresponding form. The possible forms are: QC Cause, QC Cost Activities, QC Cost Type, and QC Failure.

Definition Form

This form allows users to add, change, or delete these codes which are referenced for rejected quantities during dispositioning and on the MRR form—the “root” of the problem.

This form allows users to add, change, or delete these codes that describe the specific problem with a part, such as bent, broken, wrong size or color. It is associated with a receiver from the QC Test Results.

This form allows users to add, change, or delete cost codes that identify what was happening when the cost was incurred, typically associated with MRRs and CARs (such as rework and redesign).

This form allows users to add, change, or delete these codes which are used when identifying broader categories of costs associated with MRRs and CARS (such as analysis and correction).

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Lesson 4: Supplier receiver Estimated time

1 hour

Learning objectives


List the steps to create a supplier receiver. Identify receipts waiting for disposition. Describe QC serial tracking.

Topics Create a supplier receiver automatically Create a supplier receiver manually Identify receipts waiting for disposition QC serial tracking

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54 //Lesson 4: Supplier receiver © 2015 Infor Education

Purchase Order Receiving method The following is an overview of the Purchase Order Receiving method of creating and tracking quality information on supplier items using the QCS - Supplier module:

Purchase Order Receiving method overview

Yes

PO Receipt

To inventory

Purchase Order Receiving

CAR review

MRB?

Accept?

MRB review

Reject

Reject

To inventory

Accept?

To inventory

CAPA?

Record results

Yes

Inspection/Disposition

To QC? No

No

No

Yes

Yes

No

Optional

Optional

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Create a supplier receiver automatically There are two steps to automatically create a receiver:

1. Set up QC Supplier Parameters to automatically create receivers when items are received. To do so, select the check box for Auto Create Supplier Receivers.

2. Perform Purchase Order Receiving in SyteLine: Move material into inventory (option: move to a special QCS location) SyteLine automatically creates a receiver to track items through QCS

Using this method, a receiver is created during the standard SyteLine Purchase Order Receiving process. QCS uses settings in the Supplier parameter form, and coding set up for the QCS item to determine if this receipt requires QCS processing at this time. If so, the receiver is created, referencing the PO information (vendor, PO, line, release (if used), receipt date, and quantity received).

Another option available, based on the parameters, is to set up a special QCS location for received items that are going through QCS. If this option is chosen, the receipt location will be changed to the QCS location for the SyteLine Purchase Order Receipt.

Purchase Order Receiving method

The following is a high-level overview of how to create a purchase order receiver.

Once material is delivered to the company, the SyteLine user receives the items into inventory using the standard Purchase Order Receiving form. If the QC Supplier Parameter (Auto Create Supplier Receivers) is set to auto-create receivers, and this item needs to go through your Quality department for this receipt, the following will occur:

If there is a QC location set up, the system changes the receiving location to the QC location (QC Supplier Parameters: QC Location).

If this item (or item/vendor combination) is set up for QCS processing and this receipt must go through Quality based on receipt history and the QC Items Inspection Frequency, a QCS receiver is created for this PO/Line/Release/Quantity Received (Inspection Frequency and QC Item sections in the QCS Supplier Manual).

The user will receive a notification that a receiver was created for each line received requiring QC, the associated receiver number assigned, its item, and the item’s location.

Based on QC Supplier Parameter, and QC Item settings, additional information will be displayed with the above notification (QC Supplier Parameters: Display QC Vendor Alerts in SyteLine, Display Supplier Item Alerts in SyteLine, QC Item: Alert, C of C Required, First Article, MSDS Required, Regulation).

Based on QC Supplier Parameters, if the print tags are selected, a receipt tag will print for each receiver created (Default For QC Supplier Inspection Tags).

Based on QC Supplier Parameters, if the QC Information Form is selected, a form will pop up for each receiver created. On this form the user can update only the QC Lot and/or add notes to this receiver (Display QC Window when creating Receiver).

Unless the receiver is automatically marked as Accepted, the QCS user will now need to report on this receiver using the QC Supplier Inspect/Disposition form. If this receiver is Auto-Accepted (this is used when all receipts are tracked for vendor performance reporting purposes, but not every receipt requires physical testing), it will also be marked with its complete quantity Accepted (using the reason and disposition codes set in the QC Supplier Parameters). The user can also decide if tags for these receivers will be marked as Received or Accepted.

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Create a supplier receiver manually The manual method can be used in place of the Purchase Order Receiving method, or as an option for moving parts into QCS outside of the purchasing process flow. A receiver can be created with:

A purchase order/line/release An item and vendor reference (vendor reference is optional) An item reference only

Note that no inventory transaction occurs when the receiver is created.

The QC Create Supplier Receiver form allows the user to manually create a supplier receiver for QC. If the First Article Receiver Only check box is selected, then a receiver for First Article testing will be created.

How to create a supplier receiver

The following is a high-level overview of how to create a supplier receiver.

Once material is delivered to the company or problem material is identified onsite, use the Use QC Create Supplier Receiver form. When processed, the following will occur:

A notification will be received that the receiver was created and its number. Based on QC Supplier Parameter and QC Item settings, additional information will be displayed with the above. Based on QC Supplier Parameters, if the print tags are selected, a receipt tag will print for the receiver created (default For QC Supplier Inspection Tags). Based on QC Supplier Parameters, if the QC Information form is selected, a form will pop up for the receiver created. On this form user can update only QC lot and/or add notes to this receiver (Display QC Window when creating Receiver).

If desired, a Quantity Move transaction must be manually completed to move the material from its current location to the QCInspect Location. If no Quantity Move transaction is made then the material will stay in its current location in the system.

If a vendor is not selected, then the final disposition of the material will not impact the vendor rating and a VRMA will not be created when rejecting on an MRR.

If you wish to have all QC material in QC tracked through SyteLine locations set up for QC, the material must be moved into the QC location prior to manually creating the receiver.

Any alerts and messages set up for this QC Item will be displayed, along with the number of the receiver just created.

If the QC Supplier Parameters are set up to display the QC window, a second window will be displayed after the receiver is created, allowing the user to add/change the QC lot and add notes to the receiver.

Only receivers with a vendor will be tracked for the Vendor Performance Report. If the QC Supplier Parameters are set up to default for QC supplier tags, a received tag

will be generated.

Purchase Order Receiving with First Article inspection

In order for First Article Logic to be available, the Enterprise module must be purchased and installed.

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This is the same process to create a supplier receiver except that it adds an additional receiver for the First Article inspection. The process steps are the same as receiving an item without the First Article activated except that there are now two receivers; one is for First Article only and the second a standard receiver.

Using this method, a second receiver is created during the standard SyteLine Purchase Order Receiving process. The standard receiver is created as already outlined. The second receiver does not have any disposition associated with it and is only used for recording First Article inspection data.

The following must be completed in order for a First Article Receiver to be created:

1. The QCS Enterprise module must be installed and licensed in addition to the QCS Supplier Module. 2. The Create First Article receivers check box on the QC Enterprise Parameters form must be selected. 3. For the specific QC item, the vendor combination field or the QC item with blank vendor fields, if

applicable, and the First Article box must be checked on the QC Items form in the Item/Inspection tab.

If only the First Article on the QC item is checked and not the parameter then an alert will pop up but no first article receiver will be created.

Demo: Set up a PO receipt to create a supplier receiver

Your instructor will demonstrate how to set up a PO receipt to create a supplier receiver.

______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________

Exercise 4.1: Set up a PO receipt to create a supplier receiver

In this exercise, you will set up a PO receipt to create a supplier receiver.

Exercise steps

1. Select Master Explorer > Modules > Vendor > Purchase Orders > Purchase Orders. The Purchase Orders form opens.



4. Type <your initials>+? in the PO field. For example, TP?. This will create a PO using your initials and the next available PO number in the sequence.


6. Click Save.

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7. Click Lines. The Purchase Order Lines (Linked) form opens.

8. Select AL-10000 Steel, Chromium from the Item drop-down list.

9. Type 100 in the Ordered field.


11. Select CG-10000 Grips,Cushioned from the Item drop-down list.



14. Select CP-10000 Seat, Padded from the Item drop-down.



17. Click Purchase Order Report.

18. Select the Post Status Changes check box.

19. Click Print. This will process the report and change the statuses to Ordered. A dialog box appears with the message, “Report Submitted.”

20. Click OK.

21. Close the Purchase Order Report form. The Purchase Orders screen appears and the status is still Planned.

22. Click Discard changes for the current object, and reload original values. This will refresh the current record only. The status is now Ordered.

23. Close the Purchase Orders form.

24. Select Master Explorer > Modules > Quality > Parameters > QC Supplier Parameters. The QC Supplier Parameters form opens.

25. Select the Auto Create Supplier Receivers check box.

26. Select INS-1-Inspection from the Location drop-down list.

27. Select INS-1-Inspection from the QC Hold Location drop-down list.


29. Select Master Explorer > Modules > Vendor > Purchase Orders > Activities > Purchase Order Receiving. The Purchase Order Receiving form opens.

30. Type <your initials>+1 in the PO Number. For example, TP1. This will open the PO you have been working with.

31. Select the Select check box on Line 1.

32. Click Receive. A dialog box appears with the message, “Lot that has [Item: AL-10000] and [Lot: 8] does not exist.” and “[Add] will be performed for Lot.”

33. Click OK. A dialog box appears with the message, “1 Pending PO Receiving Transaction(s) were posted.”

34. Click OK. A dialog box appears with the message, “[Create Receiver] was successful for AL-10000 that has [Receiver Num: 1] and [Location: INS-1].”

35. Click OK. A dialog box appears with the message, “Report Submitted.”

36. Click OK. The QC Supplier Receiver Information form automatically appears.

37. Click Display notes for the current object. The Object Notes (Linked) form opens.

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38. Type My QC Notes in the Subject field.

39. Type My QC Notes in the Note field.


41. Close the QC Supplier Receiver Information form.

42. Close the Purchase Order Receiving form.

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Identify receipts waiting for disposition There are three methods available to check on the work waiting in the QCS queue. Any combination of these methods can help schedule activity in the Quality Assurance area:

Preview/Print the QC Supplier Ready for Receiving Inspection Report Access the QC Supplier Inspect/Disposition form Access the QC Supplier Inspect/Disposition Query form

The QC Supplier Ready for Receiving Inspection Report provides a listing of the material that is currently awaiting disposition by the Quality department. For example, this is a listing of material received into QCS that has not yet been marked as complete.

Inspect/Disposition lookup

The QC Supplier Inspect/Disposition form is used to select a receiver to disposition and/or to record test results against that receiver.

The form will open in Filter mode; however, the list may be additionally filtered using any of the available fields to get a specific picture of the work in (or already completed from) the Quality department.

By default, the receivers will display in reverse chronological order by receiver number. By default, all receivers will be displayed. As with any SyteLine form, the number of receivers that

displays is based on the maximum retrieval setting.

Inspect/Disposition Query lookup

The QC Supplier Inspect/Disposition Query form allows the user to define a query for QCS Supplier Receivers. Use standard SyteLine query functionality to fine tune your query.

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Demo: Preview the QC Supplier Ready for Reviewing Inspection Report

Your instructor will demonstrate how to preview the QC Supplier Ready for Reviewing Inspection Report.

______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________

Exercise 4.2: Preview the QC Supplier Ready for Reviewing Inspection Report

In this exercise, you will preview the QC Supplier Ready for Reviewing Inspection Report.

Exercise steps

1. Select Master Explorer > Modules > Quality > Reports > QC Supplier Ready for Receiving Inspection Report. The QC Supplier Ready for Receiving Inspection Report form opens.

2. Click Preview. Note: The Qty to Disposition field shows 100.

3. Close the Report Viewer form.

4. Close the QC Supplier Ready For Receiving Inspection Report form.

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QC serial tracking The QCS module provides the ability to track serial numbers that are internal to QCS only; meaning not SyteLine serial numbers. This allows test results and dispositioning information to be stored by a specific item/serial number in QCS, but without the need to track serial numbers for this item throughout SyteLine.

An item can be set up for QCS serial tracking using the QC Items form. Once a QC item has the Serial Tracked field selected, any receivers created from that point on will require that QCS serial numbers be created to record disposition or test results. Please note that QCS serial numbers are not associated with SyteLine serial numbers.

The user has access to the Serial tab only for receivers marked for QCS serial tracking. When an item is serial tracked in QCS, the Quantity fields are disabled. Quantities are entered on the Serial tab. Details about how to use this tab are found in the QC Disposition Receiver section of Lesson 5: Test Results.

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Once material is delivered to the company or problem material is identified, the __________ form is used to create a supplier receiver.

a) QC Create Supplier Receiver b) Purchase Order Receiving c) QC Supplier Inspect/Disposition d) QC Supplier Inspect/Disposition Query

Which of the following methods show us the work waiting in the QCS queue? Select all that apply.

a) Access the QC Create Supplier Receiver form b) Preview/Print the QC Supplier Ready for Receiving Report c) Access the QC Supplier Inspect/Disposition form d) Access the QC Supplier Inspect/Disposition Query form

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64 //Lesson 5: Test results © 2015 Infor Education

Lesson 5: Test results Estimated time

1 hour

Learning objectives


List the steps to record receiver disposition and test results. Describe the QC Test Results Entry form. Describe how to manage non-conforming material.

Topics Record receiver disposition and test results Electronic signatures QC Test Results Entry form Manage non-conforming material

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Record receiver disposition and test results To record the disposition of a receiver, or to enter test results, the user will access the QC Supplier Inspect/Disposition form. From here, the specific supplier receivers can be found, and their status and quantities checked. Once the desired receiver is found, the user updates the form to either disposition or record test results against that receiver.

QC Supplier Inspect/Disposition form

The QC Supplier Inspect/Disposition form displays a filtered list of supplier receivers. The form gives access to disposition the items or to enter test results/defects for items on the receiver.

The following table describes buttons on the QC Supplier Inspect/Disposition form.

Button Description

Disposition QC Receiver Takes user to QC Disposition form for the current receiver

Auto Accept Receiver Automatically accepts the remaining quantity of the item on the receiver

Record Tests/Defects This button takes the user to Test Result Entry for the current receiver. It is only enabled if the current receiver's item has current tests defined.

If an MRR has been created for a receiver, the MRR is dispositioned from a different form. Access the QC MRRs form.

If Inspection/Tests have been created for the item, the Record Tests/Defects button will be highlighted. If no tests are set up, the button will be disabled.

If the Supplier Inspect/Disposition form is a First Article receiver, only the Record Tests/Defects will be enabled. In order for First Article Logic to be available. The Enterprise module must be purchased and installed for First Article inspections.

QC Disposition Receiver form

The QC Disposition Receiver form is used to enter the disposition of items in QCS for a selected receiver. This form should only be accessed from the QC Supplier Inspect/Disposition form.

If the QC General Parameter Check for Test Results is set to Alert-If Defined, a message is displayed upon entering this form if there are test results defined for this QC item. If Check for Test Results is set to Required-If Defined and there are test results defined for this QC item, a disposition until/unless cannot be entered as there is at least one test result recorded for the receiver. If Check for Test Results is set to Required-Always, a disposition until/unless cannot be entered as there are test results recorded for this receiver.

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Regular tab

The following table describes fields on the Regular tab of the QC Disposition Receiver form.

QC Activity fields

Drop-down list/Field Description

Inspector If the QC General Parameter Inspector Validation is set to None, no inspector number is required. If the parameter is set to Employee, select a valid employee number from the drop-down list. The employee name will display.

Inspect Date This field displays the system date/time.

Hours Worked This field is disabled for supplier receivers.

Add’l Qty Rcvd This field is disabled for supplier receivers.

QC Receiver Complete This field is disabled for supplier receivers; however, it is automatically set by the system.

Operation Complete This field is disabled for supplier receivers.

Accept Documentation This field is user-defined.

Current Receiver Status fields

Field Description

Quantity Received This field displays the quantity received into QC for this receiver.

Quantity Accepted This field displays the quantity accepted to date.

Quantity Rejected This field displays the quantity rejected to date.

Quantity On Hand This field displays the quantity on hand to date.

QC Accepted fields

Field/Drop-down list Description

Quantity Type the quantity to accept for this transaction in this field.

Reason If the QC General Parameter Prompt For Reason On Accept is selected and a non-zero QC Accepted quantity is entered, type or select a valid QC reason from the drop-down list. The description will display. If Prompt for Reason on Accept is not selected, the system will default to and display the first Reason for Supplier/Accepted, and it cannot be changed.

Disposition If a non-zero QC Accepted quantity is entered, type or select a valid disposition from the drop-down list. The description will display.

Print Accept Tag If a non-zero QC Accepted quantity is entered, select the check box if you wish to print Accept tags for this transaction, clear the check box if you do not wish Accept tags for this transaction. The value defaults to QC Supplier Parameter Default for QC Supplier Tags.

# of Tags If a non-zero QC Accepted quantity is entered, and Print Accept Tag is selected, type the number of Accept tags to be printed for this transaction. The default is one.

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QC Accepted fields


New COC This field is disabled for supplier receivers.

COC Num This field is disabled for supplier receivers.

QC Rejected fields


Quantity Type the quantity to reject for this transaction in this field. If the value in QC Supplier Parameter Create MRR for Reject is set to Prompt, a message box will appear asking if you want the reject quantity to create an MRR. If Yes, the quantity will be moved to QC Hold and processed as such. If the QC Supplier Parameter Create MRR for Reject is set to Always, the quantity will always be moved to QC Hold and processed as such. If set to Never, the quantity will stay in the QC Rejected area.

Qty Scrapped This field is disabled for supplier receivers.

Reason Code This field is disabled for supplier receivers.

Reason If the QC General Parameter Prompt for Reason on Reject is selected, and a non-zero QC Rejected quantity is entered, type or select a valid QC reason from the drop-down list. The description will display. If Prompt For Reason on Reject is not selected, the system will default to and display the first Reason for Supplier/Rejected, and it cannot be changed.

Disposition If a non-zero QC Rejected quantity is selected, type or select a valid disposition from the drop-down list. The description will display.

Cause If a non-zero QC Rejected quantity is selected, optionally type or select a valid cause from the drop-down list. The description will display.

Print Reject Tag If a non-zero QC Rejected quantity is selected, select the check box if you wish to print Reject tags for this transaction, clear the check box if you do not want Reject tags for this transaction. The value defaults to QC Supplier Parameter Default for QC Supplier Tags.

# of Tags If a non-zero QC Rejected quantity is selected, and Print Reject Tag is also selected, type the number of Reject tags to be printed for this transaction. The default is one.

QC MRR/On Hold fields


Quantity Type the quantity to put on hold for this transaction in this field.

Reason If the QC MRR/On Hold quantity is non-zero, type or select a reason code for Supplier/QCHOLD from the drop-down list.

Print Hold Tag If a non-zero QC MRR/On Hold quantity is entered, select the check box if you wish to print QCHOLD tags for this transaction, clear the check box if you do not wish QCHOLD tags for this transaction. The value defaults to QC Supplier Parameter Default for QC Supplier Tags.

# of Tags If a non-zero QC MRR/On Hold quantity is entered and the Print Hold Tag check box is selected, enter the number of QCHOLD tags to be printed for this transaction. The default is one.

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QC MRR/On Hold fields


New MRR If a non-zero QC MRR/On Hold quantity is entered, either a new MRR must be created for the MRR quantity, or the quantity must be added to an existing MRR for this receiver. If you want to create a new MRR, this check box should be selected. If not selected, MRR Num must have a valid MRR number. The default is selected.

MRR Num Select an existing MRR for this receiver from the drop-down list. Current quantity MRR/On Hold will be added to that MRR. If there are no existing MRRs for this receiver, the New MRR check box must be selected.

Buttons

Field Description

Process Select this button to process the Disposition Accepted/Rejected/MRR for the receiver. A Disposition Completed message will display when processing is done. If an MRR is created, the system may be set up to send e-mails using the event system: If yes (or if the system is coded to always send the e-mail), the e-mail

will be constructed and sent to the E-mail Address value that is in the event system forms. This utilizes the event system so it is dependent on the configuration of standard SyteLine events.

If no, the system parameters to prompt or send an email are not set up, then no e-mail will be sent.

Also, if an MRR was created as a result of this transaction, the message will additionally show the new MRR number.

Cancel Click this button to exit the form without processing.

If you disposition more than you receive, a message will appear and ask if you want to continue.

If the receiver being dispositioned is marked for QCS Serial Tracking, several changes occur to the Disposition form.

On the Regular tab, the user will not have access to the QC Accepted Quantity, QC Rejected Quantity, or the QC MRR/Hold Quantity.

The Serial tab will be enabled. A QCS serial number must be generated for each item on the receiver. Each QCS serial number

will be individually dispositioned and the quantities will be added up and loaded into the Regular tab quantity fields.

Once the QCS serial numbers have been dispositioned, the user must return to the Regular tab to choose the appropriate disposition/reason/cause codes and process the disposition.

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Serial tab

The following table describes fields on the Serial tab of the QC Disposition Receiver form.

Field/Button/Drop-down list Description

Generate Qty If additional QCS serial numbers are required, type the number needed in this field to create.

S/N Prefix If desired, type the QCS serial number prefix in this field to be used for the numbers to be generated.

Generate Serial When this button is clicked it creates new QCS serial numbers for this receiver based on the parameters entered. New QCS serial numbers are created with a status of Received.

S/N This field is the QCS serial number. New serial numbers can be generated using the Generate Qty field, S/N Prefix field, and General Serial button; or typed manually.

Status This is the starting status of this QCS serial numbers for this transaction.

Operation This field is not applicable for the supplier module of QCS.

Test Seq This field is not applicable for the supplier module of QCS.

New Status Select a new status from the drop-down list of the associated QCS serial number.

Reason This field is for display only.

Cause This field is for display only.

Accept All Select this button to mark all QCS serial numbers with a status of Received to a status of Accepted.

Reject All Select this button to mark all QCS serial numbers with a status of Received to a status of Rejected.

To reverse the effect of a previous disposition transaction, you may change the New Status of a serial number back to Received. This will accumulate as a negative against the original status.

When you are done marking the status (Accepted, Rejected, QCHold, Received), return to the Regular tab. You will see the total of each status in the Qty Accepted, Rejected, MRR/Hold fields. You can now indicate the reason, disposition and cause codes for each status.

If you wish to set a different reason code, that serial number needs to be dispositioned in a separate transaction (similar to a Miscellaneous Receipt transaction for material).

All other functionality remains the same on the Regular tab, for a serial-tracked receiver.

______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________

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Electronic signatures

In order for electronic signatures to be available, the Enterprise module must be purchased and installed.

Once electronic signatures are turned on and users are authorized, the functionally will become available. Upon clicking the Process button during a receiver disposition or MRR disposition, the Electronic Signature Required box will appear.

The user name and password must be completed by an authorized signer (you do not have to use the user name and password of the logged-in user; any authorized signer may fill this in). Also, an electronic signature reason must be selected from the drop-down list.

Similarly, when recording Each Tests, as explained in the next section in QC Test Results Entry form, if electronic signatures are enabled, the signature box will display when checking or clearing the Complete check box in the test results grid.

______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________

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QC Test Results Entry form Enter the results of the tests specified for the QCS item. Multiple sets of test results can be created for a receiver.

The following table describes fields on the header of the QC Test Results Entry form.

Field/Button/Drop-down list Description

Rcvr Num This field displays the QCS receiver number.

Trans Date This field defaults to and displays the current date for new test sets.

Inspector ID This field is the employee number of the person performing the inspection. When the employee number is selected from the drop-down list the name will display in the next field.

QC Lot This is a user-defined field.

Lot This is a user-defined field.

Rev This is a user-defined field.

Sample Size This is a user-defined field.

Lot Size This is a user-defined field.

Generate Serial This button will only be active if the QC item is QC serial tracked. This button generates sequential serial numbers for recording test results.

Batch/Summary Tests tab

The Specifications section of the Batch/Summary Tests tab defaults from the QC Items Tests. The detail data is based on the current test selected in the list.

The following table describes fields below the Specification section of the Batch/Summary Tests tab of the QC Test Results Entry form.

Field Description

Seq This field provides the order in which inspections are to be performed.

Test # This field provides the unique test ID number.

Characteristic This field is a description of the characteristic. See Lesson 1: Setup for additional information.

Qty Tested Type the value tested in this field.

Qty Failed Type the value failed in this field.

Pass Select the check box for pass or leave cleared for fail.

Actual Min Type the actual minimum value in this field.

Actual Nom Type the actual normal value in this field.

Actual Max Type the actual maximum value in this field.

Gage Group This field is a display-only field. See Lesson 1: Setup for additional information.

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Field Description

Gage Expired? This is a display-only column. See Lesson 1: Setup for additional information. This check box will be selected if the expected gage shows as expired.

Expected Gage This field is a display-only field. See Lesson 1: Setup for additional information.

Desc This field is a display-only field that provides a description of the gage.

Actual Gage Select an alternate gage as the actual gage used from the drop-down list.

Desc This field will display only if an actual gage was selected. The field is updated when the test record is saved.

Measured This field is used to type optional text information.

Test Method This field is a display-only field. See Lesson 1: Setup for additional information.

Each Tests tab

The following table describes fields on the Each Tests tab of the QC Test Results Entry form.

Specification fields

Field/Button Description

Expected Gage

These fields are based on the QC Items Tests. The detail data displays based on the current test selected in the section below the Specifications.

Test Method

Characteristic

Minimum

Maximum

Nominal

This tab is required if the receiver is QCS serial tracked.

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Specification fields


Calc AQL (Acceptable Quality Level)

The Calc AQL button will calculate the sample size if the following have been previously set up: Calculate AQL for Tests has been selected in the QC Enterprise

parameters. The QC Sampling Criteria form has been filled out.

o This form sets the number of completed receivers that the system will use to sum the number of rejected parts. The values in this form are then used by the system to determine if Loosened, Normal or Tightened sampling rates will be used.

The QC Test Plan Sampling Rates form has been filled out. o The system uses this form to determine the percentage of

the quantity received for calculating the AQL sample size.

When the Calc AQL button is selected it will enter the sample size based on the system calculations outlined above.

The sample size is a suggested size and it may be changed prior to clicking the Generate Each Tests button.

If there are not enough closed receivers to meet the settings in the QC Sampling Criteria form then the system will automatically us a form called Tightened Sampling Plan .

Test fields


Complete When this check box is selected, this designates that specific test as being completed and changes the rest of the row to read only. This box is manually selected and unselected. If there are user initials associated with the person who is logged in, then when checked, the User box will be populated with the user’s initials. The complete designation is used for filtering purposes for some reports (Statistical Process Control (SPC) reporting) to distinguish tests that failed but are complete, from tests that were never performed.

User This field is auto-populated with the logged-in user's initials when a specific test is marked as complete. This can be used to have different users complete different tests on the same QC Test Results Entry form.

Piece This field is the sample number.

Test # This field is a unique test number.

Test Values Type the appropriate test values in this field.

Pass Select the check box for pass or leave cleared for fail. If a test result is entered (in the Test Values field) and the result is between the minimum and maximum test values, then the Pass check box will automatically be selected.

Measured This field is used to type optional text information.

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Test fields


Serial # This field displays if the item is a serial-tracked item.

Characteristic This field is a description of the characteristic. See Lesson 1: Setup for additional information.

Expected Gage This field will show the expected gage that was entered when the test was set up under QC items.

Actual Gage Select an alternate gage as the actual gage used from the drop-down list.

Desc This field will display only if an actual gage was selected. The field is updated when the test record is saved.

The following is a high-level overview of how to use the Each Tests tab on the QC Test Results Entry form while testing.

First select an Inspector ID from the drop-down list. If desired, select or enter values in the Sample Size, QC Lot, Lot, Rev, and Lot Size fields. Then click the Each Tests tab.

If the Each Test tab is selected and: If the item is not QCS serial tracked, enter the number of entries to have created for each

test, or select the Calc AQL button to have the system enter a recommended sample size.

If the item is QCS serial tracked, one entry will be created for and associated with each serial number that exists for this receiver. If serial numbers need to be created for this receiver, use the Generate Serial button.

Next, click the Generate Each Tests button. A message box will appear stating “Test set creation succeeded.” Click the OK button then enter the data as required for the receiver.

Test results are independent of dispositioning.

Defects tab

On the Defects tab, enter the number of failures per code for this receiver.

The following is a high-level overview of how to use the Defects tab on the QC Test Results Entry form while testing.

First select an Inspector ID from the drop-down list. There are two different methods to select/enter defect quantities:

1. Select the Generate Defects button. An entry will be created for each failure code associated with the Supplier Reference. Then type P and enter the quantity that failed in the Qty Failed field. For this receiver for a given failure code.

2. Begin to type the defect code into the Failure Code column or select from the drop-down list. Then select the specific failure code wanted and press Enter. Enter the quantity that failed in the Qty Failed field.

Note: This method allows you to select which failure codes show and may be easier than creating an entire list of failure codes and trying to find only the codes that are relevant for that receiver.

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Defects can only be recorded against QC items with at least one test defined.

Demo: Record receiver disposition and test results

Your instructor will demonstrate how to record receiver disposition and test results.

______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________

Exercise 5.1: Record receiver disposition and test results

In this exercise, you will record receiver disposition and test results.

Exercise steps

Part 1: Record receiver disposition

1. Select Master Explorer > Modules > Quality > QC Supplier Inspect/Disposition. The QC Supplier Inspect/Disposition form opens.


3. Click Rcvr Num 1.

4. Click Disposition QC Receiver. The QC Disposition QC Receiver (Linked) form opens.

5. Select 6-Benson, Charles Q from the Inspector drop-down list.

6. Type 80 in the QC Accepted Quantity field.

7. Select GOOD-Good parts/items from the Reason drop-down list.

8. Select MTS-Move to stock from the Disposition drop-down list.

9. Type 20 in the Quantity field in the QC Rejected section. When you try to select another field, a dialog box appears with the message, “Do you want to create an MRR with this reject?”

10. Click Yes. The quantity of 20 moved to the QC MRR/Hold Quantity field.

11. Select BENT-Items bent from the Reason drop-down list.

12. Click Process. A dialog box appears with the message, “Do you want to send an email for this Mrr?”

13. Click No. A dialog box appears with the message, “[Create] was successful for MRR that has [MRR Number: 1]. Disposition Completed.”


15. Click OK. A dialog box appears with the message, “QC Quantity Move will be performed.”

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16. Click OK. The QC Quantity Move form opens.

17. Select RAW-1-Raw Matl #1 from the To Location drop-down list.

18. Click Process. A dialog box appears with the message, “[Quantity Move] was successful.”

19. Click OK.

20. Close the QC Supplier Inspect/Disposition form.

Part 2: Record test results

1. Select Master Explorer > Modules > Quality > QC Items. The QC Items form opens.

2. Select CG-10000 Grips, Cushioned from the Item drop-down list.


4. Click Test Maintenance. The QC Item Tests (Linked) form opens.

5. Select Minor-Minor from the Sev Level drop-down list.

6. Select HARDNESS from the Gage drop-down list.

7. Select G123-Gage 123 from the Equipment drop-down list.

8. Select Durability from the Test drop-down list.

9. Type 6 in the Expected Minimum Test Value field.

10. Type 8 in the Expected Nominal Test Value field.

11. Type 10 in the Expected Maximum Test Value field.


13. Close the QC Items form.

14. Select Master Explorer > Modules > Vendor > Purchase Orders > Activities > Purchasing Order Receiving. The Purchasing Order Receiving form opens.

15. Type <your initials>+1 in the PO Number field.

16. Press Tab.

17. Select the Select check box on line 1, which is PO Line 2.

18. Click Receive. A dialog box appears with the message, “1 Pending PO Receiving Transaction(s) were posted.”

19. Click OK. A dialog box appears with the message, “[Create Receiver] was successful for CG-10000 that has [Receiver Num: 2] and [Location: INS-1]. First Article Inspection Required”


21. Click OK.

22. Close the QC Supplier Receiver Information form.

23. Close the Purchasing Order Receiving form.

24. Select Master Explorer > Modules > Quality > QC Supplier Inspect/Disposition. The QC Supplier Inspect/Disposition form opens.

25. Type 2 in the Rcvr field.


27. Click Record Tests/Defects. The QC Test Results Entry (Linked) form opens.

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29. Click Generate Tests. A dialog box appears with the message, “Test set creation succeeded.”

30. Click OK.

31. Type 100 in the Qty Tested field on line 1.

32. Select the Pass check box.

33. Type 7 in the Actual Min field on line 1.

34. Type 8 in the Actual Nom field on line 1.

35. Type 9 in the Actual Max field on line 1.

36. Select the Complete check box.

Note: It is probably the first field in this grid.


38. Select Disposition QC Receiver. A dialog box appears with the message, “First Article Inspection Required”

39. Click OK.


41. Type 100 in the Quantity QC Accepted field.

42. Select GOOD-Good parts/items from the Reason drop-down list.

43. Select MTS-Move to Stock from the Disposition drop-down list.

44. Click Process. A dialog box appears with the message, “Disposition Completed.”


46. Click OK. A dialog box appears with the message, “QC Quantity Move will be performed.”

47. Click OK. The QC Quantity Move form opens.

48. Select PUR-1-Purch Inv from the To Location drop-down list.

49. Click Process. A dialog box appears with the message, “[Quantity Move] was successful.”

50. Click OK.


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Manage non-conforming material There are three methods for handling material that is non-conforming or needs additional testing or review:

Method Description

Method 1 The material may be immediately dispositioned as Rejected. The appropriate reason code, disposition code and cause codes are recorded for the transaction. Where desired and as coded, a Material Move or Material Issue can then be run for the rejected items.

Method 2 When identifying a quantity as Rejected while dispositioning, set the parameters to ask the user if they wish this particular set of rejected items to be moved to an MRR. If so, the items will be put on hold, and either applied to an existing MRR, or a new MRR will be created. If moved to an MRR, final disposition must be made from the MRR.

Method 3 The material may be dispositioned as MRR/On Hold. These items can be added to an existing MRR for this receiver, or a new MRR can be created. Final disposition must be made from the MRR.

An MRR can only be created during the disposition of a receiver for a QC item, or via the Quick MRR/Receiver Utility (based on parameter settings).

Creating an MRR does not move material. Final disposition of the material from the MRR can move material, based on your

disposition code or codes. Once an MRR is created, it cannot be deleted. An MRR is linked to one and only one receiver. Multiple MRRs can be created for one receiver. MRR numbers are system generated.

Using one or more of the above methods, a process will be set up to incorporate QC into your current or new process flow for non-conforming material. A typical flow might be:

1. Discrepant material is identified and entered into QCS as rejected or MRR/On Hold, creating an MRR.

2. A designated individual is responsible for notifying the appropriate people (e.g. members of a Material Review Board/MRB) of the issue, and calls a meeting to address the MRR.

3. The MRB meets and decides either a) on a disposition or b) assigns someone to investigate and schedule a follow-up meeting for final disposition (this may result in the generation of a CAR to ensure that the cause of this incident is corrected to prevent a reoccurrence).

4. The discrepant material is dispositioned. 5. The MRR is completed.

______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________

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To record the disposition of a receiver, or to enter test results, the user will access the __________ form.

a) QC Create Supplier Receiver b) Purchase Order Receiving c) QC Supplier Inspect/Disposition d) QC Supplier Inspect/Disposition Query

Which of the following methods are methods for handling non-conforming material? Select all that apply.

a) Immediately disposition material as Rejected. b) Set the parameters to ask the user if they wish this particular set of rejected

items to be moved to an MRR, if quantity is identified as rejected while dispositioning.

c) Disposition the material as MRR/On Hold.

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80 //Lesson 6: QC Material Review Requests (MRRs) © 2015 Infor Education

Lesson 6: QC Material Review Requests (MRRs) Estimated time

1 hour

Learning objectives


Explain QC MRRs.

Topics QC MRRs

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QC MRRs The QC MRRs form is used to edit values on MRRs. Adding and deleting are not allowed.

Field Description

MRR Num This field displays the MRR number.

Create Date This field is the create date of the MRR.

Item Number This field is the item number.

Item Description This field is the item description.

Rcvr Num This field is the receiver number.

Qty On MRR This field is the quantity on the MRR.

Qty Accepted This field is the quantity accepted.

Qty Rejected This field is the quantity rejected.

Close Date Type or select a date to indicate that there will be no further action on this MRR. Clear this field to re-open the MRR.

Item Revision This field is the SyteLine item revision number and is read-only field.

Rev This is a user-defined field.

Description tab

The Description tab displays the vendor number and Entity (vendor name), if the receiver references a vendor, and the PO Num/Line/Release (Reference), if the receiver references one.

Field/Drop-down list/Button Description

Problem Description This field is a user-defined field of up to 400 characters. More than 400 characters can be entered; however, the MRR only prints the first three lines.

Reason Select a reason code from the drop-down list.

Cause of Defect This field is a user-defined field of up to 400 characters. More than 400 characters can be entered; however, the MRR only prints the first three lines.

Cause Type or select from the drop-down list a code for the underlying problem which resulted in the MRR being created.

Sched Date This is a user-defined date field.

Assigned This is a user-defined field.

X-Ref Tests When this button is selected, the system launches the QC MRR Cross Reference Tests (Linked) form. The user can associate test results to the MRR.

Disposition MRR When this button is selected, the system launches the QC Disposition MRR form for the current MRR.

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Correction/Containment tab

The following table provides information on the fields found on the Correction/Containment tab.


Correction/Containment This field is a user-defined field of up to 400 characters used to describe the correction/containment.

Corrective Action This field is a user-defined field of up to 400 characters used to describe the corrective action.

CAR Num This field displays the CAR number if there is one linked to this MRR. The user can point this MRR to an existing CAR, if none already is set for this MRR.

Rework Job Select an existing SyteLine job from the drop-down list. This field is for reference only.

Vendor RMA This field displays the Vendor RMA number if there is one linked to this MRR.

Authorized by If used, select an employee number from SyteLine Employees in the drop-down list.

XRef CAR If a CAR is cross-referenced to this MRR, select this button to launch the QC CARs form. If no CAR is linked, create a CAR linked to this MRR. When an MRR is created, youcan also select from existing CARs from the drop-down list. If a CAR is created and parameters are set up to do so, an e-mail can be sent.

XRef VRMA If a Vendor RMA is cross-referenced to this MRR, select this button to launch the QC VRMAs form. Immediately after a VRMA has been cross-referenced to an MRR, the user must select the VRMA from the drop-down list. If no Vendor RMA is linked then this button does not have any functionality. This is only populated after a Return to Vendor (RTV) disposition has been completed.

Cost tab

The following table provides information on the fields found on the Cost tab.


Seq This field is a system-generated number.

Rcvr Num If there is an existing QC receiver related to this MRR, type the number in this field, however it is not validated.

MRR Num If there is another MRR related to this MRR, type the number in this field, however it is not validated.

Item If there is another item related to this MRR, type the item’s number in this field, however it is not validated.

Cost Activity This field is the specific activity or cost associated with the non-conformance material. This field is checked against the QC Cost Activity Table.

Cost Type This field is the General QC Cost category which is checked against the QC Cost Type table.

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Qty This field typically references hours or number of pieces.

Unit Cost This field is typically dollars per hour or dollars per piece.

Problem Description This field is a user-defined description of the problem.

Create Date This field is set with the system date when this cost entry is created.

Description This field is a user-defined description.

Quick MRR When this button is clicked, the system opens the Quick Receiver/MRR Utility form. See the Lesson 1: Setup for additional information.

MRR costs are not linked with SyteLine financials.

Disposition MRR button takes us to the QC Disposition MRR form This form is only used to disposition from an MRR; items cannot be put on an MRR/On Hold from here (as they are already on hold). Accepted and rejected amounts will be applied to the receiver associated with this MRR (and recorded against the MRR).

X-Ref Tests button takes us to the QC MRR Cross Reference Tests form

If the QC General Parameter Check for Test Results field is set to Alert-If Defined, a message will be displayed upon entering this form if there are test results defined for this QC item. If Check for Test Results is set to Required-If Defined and there are test results defined for this QC item, a disposition cannot be entered as there are test results recorded for the receiver. If Check for Test Results is set to Required-Always, a disposition cannot be entered as there are test results recorded for the receiver.

QC MRR Cross Reference Tests (Linked) form

The form header displays detailed information from the MRR. The header shows tests associated with the MRR to date. If this section is empty, no tests from the receiver are associated with the MRR.

The Tests Associated with this Receiver grid displays all test results associated with the receiver linked to the MRR. To add the test result to the MRR, select the line in this field, then click the X-Ref button. The test should now also display in the header field.

______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________

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Demo: Process an MRR

Your instructor will demonstrate how to process an MRR.

______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________

Exercise 6.1: Process an MRR

In this exercise, you will process an MRR.

Exercise steps

Part 1: Prep the MRR

1. Select Master Explorer > Modules > Quality > QC MRRs. The QC MRRs form opens.

2. Click Filter In Place. The MRR Num 1 appears due to selecting Yes in a previous exercise when asked if we wanted the system to automatically create an MRR.

3. Select SCR-Scratched Paint in the Reason drop-down list.

4. Type The paint is scratched in the Problem Description field.

5. Select PACK-Bad packaging from the Cause drop-down list.

6. Type Bad packaging in the Cause of Defect field.

7. Click the Correction/Containment tab.

8. Type Communicated with the vendor in the Correction/Containment field.

9. Type Vendor will use better packaging in the Corrective Action field.

10. Select XRef CAR. A dialog box appears with the message, “Do you want to create a CAR for this MRR?”

11. Click Yes. A dialog box appears with the message, “Do you want to send an Email for this CAR?”

12. Click No. A 1 appears in the CAR field.

13. Click the Cost tab.

14. Select FAILURE-Failure from the Cost Type drop-down list.

15. Select Inventory from the Cost Activity drop-down list.

16. Type 20 in the Qty field.

17. Type 4 in the Unit Cost field.

18. Click Create new object in the current collection.

19. Select PREVENTION-Prevention from the Cost Type drop-down list.

20. Select Sort-1 from the Cost Activity drop-down list.

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23. Click Save.

Part 2: Disposition the MRR

1. Click Disposition MRR.

2. Type 20 in the QC Rejected Quantity field.

3. Select BKN-Broken from the Reason drop-down list.

4. Select RTV-Return to Vendor from the Disposition drop-down list.


6. Click Process. A dialog box appears with the message, “Disposition Completed.”


8. Click OK. A dialog box appears with the message, “Do you want to create a VRMA for this reject?”

9. Click Yes. A dialog box appears with the message, “VRMA: 1 has been created.”

10. Click OK. A dialog box appears with the message, “Do you want to send an email for this Vrma?”

11. Click No.

12. Click the Correction/Containment tab.

13. Select 1 from the Vendor RMA drop-down list.

14. Select 6-Benson, Charles Q from the Authorized By drop-down list.

15. Click Save.

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When discrepant material has been received on a PO, which form typically tracks the items awaiting disposition?

a) QC Item Test Families b) QC Item Tests c) QC MRRs

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Lesson 7: Return Material Authorizations (RMAs) Estimated time

1 hour

Learning objectives


Describe returning material against a purchase order. Explain Vendor Return Material Authorization (VRMA). Describe QC VRMAs. Identify the steps for the A/P Vouchers and Adjustments process.

Topics Return material against a purchase order (PO) Vendor RMAs QC VRMAs QC Supplier VRMA form QC Miscellaneous Issue form Process Scrapped Material form Receive (replacements) Accounts Payable linkage A/P Vouchers and Adjustments form

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88 //Lesson 7: Return Material Authorizations (RMAs) © 2015 Infor Education

Return material against a purchase order (PO) If any portion of a SyteLine PO receipt is rejected, that rejected material goes to QCS to be dispositioned, if the QC Item is set up to do so. If a PO received quantity is unreceived, or if a Debit Return is processed, then the Receiver Adjust Utility (if needed) may be used to adjust the quantity on the associated receiver (see Lesson 1: Setup of this Training Workbook for additional information).

If QA rejects the material, then the user can return those items to the vendor with a QCS Vendor RMA. This feature can be used for a variety of scenarios:

Material return referencing the original PO Material return referencing a new PO Material return referencing no PO

Replacement part receipts can generate new QC receivers (depending on the inspection frequency that is set).

______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________

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Vendor RMAs The QCS - Supplier module provides functionality to aid returning material to a supplier. The Vendor RMA document is created from and linked with a QCS MRR.

There are a wide variety of scenarios supported by the Return to Vendor function, including:

Send some, all, or none of the material back to the supplier. Scrap some, all, or none of the material. Receive some, all, or none of the material back from the supplier. Receive a credit from the supplier.

o This credit is independent of the cost of the material on the Vendor RMA, and is also independent of the quantities shipped or received on the Vendor RMA.

Send the defective material to a third party for repair/rework.

The QCS Vendor RMA is integrated with the SyteLine Vendor and Item Master files, and can reference a SyteLine purchase order. From a material control standpoint, the QCS VRMA supports the ability to:

Remove material from inventory for return/ship to a supplier, including the appropriate reference paperwork.

o Material can be returned to the original supplier or to a rework/repair supplier. Scrap material from inventory. Receive material back from the supplier, and route it to QC for inspection/disposition.

A QCS Vendor RMA can only be marked as complete when the quantities have been reconciled. For example, when all material expected to be returned has been returned to the vendor, and all material that is expected back from the vendor has been received by us.

Overview

The following is a high-level overview of Vendor RMAs.

First, a receiver is created during purchase order receiving, or material is manually moved into QCS. Then the non-conforming material is identified and an MRR is generated. Next, the MRR is processed and completed. Then, from the MRR form, the X-ref VRMA button is selected to automatically create a Vendor RMA and link it to this MRR. The quantity on the Vendor RMA defaults from the quantity on the QCS MRR. Next, the Vendor RMA transactions need to be completed as described on the following pages. Optionally:

Return material back to the supplier, including printing the Vendor RMA. o Receive replacement items from the supplier on the same or a new PO. o Scrap material off the Vendor RMA. o Create an accounts payable (A/P) voucher (credit transaction) to reflect any cost

adjustments.

Lastly, the VRMA needs to be completed and marked as closed.

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Return for replacements on same PO

The following is an overview of the return for replacements process on same PO.

Return for replacements on same PO process overview

______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________

1. PO Receipt

2. Inspect/Disposition

Return for replacements on same PO

8. Receive replacement parts via VRMA

7. Return non-conforming parts

6. X-Ref original PO

5. X-Ref VRMA

9. Close VRMA

4. Disposition MRR

3. Create MRR

When rejecting the quantity, select the disposition code of Return to Vendor (RTV). Note: This must be set up as a QC disposition code).

After clicking the Process button, answer Yes to the message “Do you want to create a VRMA for this reject” or No if a VRMA is not wanted. On the Correction/Containment tab of the QC MRR form, select Vendor RMA from the drop-down list and select the recently created VRMA.

Verify amounts on the IC Dist Journal, if necessary.

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Credit and replacements on new PO

The following is an overview of the credit and replacement process on a new PO.

Credit and replacement on a new PO process overview

______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________

1. PO Receipt


Credit and replacements on new PO

8. Credit memo received from supplier

7. Return non-conforming parts via

Misc Issue

6. X-Ref new PO

5. X-Ref VRMA

9. Create voucher

4. Disposition MRR

3. Create MRR

New planned PO created

Receive replacement parts via new PO

10. Enter credit memo #

11. Post voucher

12. Close VRMA

When rejecting the quantity, select the disposition code of Return to Vendor (RTV). Note: This must be set up as a QC disposition code).

After clicking the Process button, answer Yes to the message “Do you want to create a VRMA for this reject” or No if a VRMA is not wanted. On the Correction/Containment tab of the QC MRR form, select Vendor RMA from the drop-down list and select the recently created VRMA.

Verify amounts on the IC Dist Journal, if necessary.

Edit Qty/Costs (optional) Record voucher # on credit memo from vendor.

Enter in Invoice field SyteLine vouchers and adjustments. Look at Distribution Pending/Loss account.

Notes:

VRMA remains open until credit memo is received.

Do not regenerate distributions.

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Return for credit only

The following is an overview of the return for credit only process.

Return for credit only process overview

______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________

1. PO Receipt


Return for credit only

8. Credit memo received from supplier

7. Return non-conforming parts

6. X-Ref original PO

5. X-Ref VRMA

9. Create voucher

4. Disposition MRR

3. Create MRR

10. Enter credit memo #

11. Post voucher

12. Close VRMA

Edit Qty/Costs (optional) Record voucher # on credit memo from vendor.

Enter in Invoice field SyteLine vouchers and adjustments. Look at Distribution Pending/Loss account.

Notes:

VRMA remains open until credit memo is received.

Do not regenerate distributions.

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QC VRMAs

Header

The following table provides information about the header on the QC Vendor RMA Maintenance form.


VRMA Num This field is the Vendor Return Material Maintenance number.

Create Date This is the date the VRMA was created.

MRR Num This field is the Material Review Request number.

Item The drop-down list is the item number.

Item’s description This field is a brief description of the item number. It is listed below the Item drop-down list.

Orig Vendor Num This drop-down list is the original vendor number.

Orig Vendor Name This field is the vendor name. It is listed to the right of the Orig Vendor Num field.

Status The drop-down list provides a notification of Open or Closed for this Vendor RMA.

Shipping tab

The following table provides information about the Shipping tab on the QC Vendor RMA Maintenance form.


Vendor Tracking ID This field is a user-defined tracking number.

Shipping Vend Num Select a vendor number from the drop-down list that the non-conforming material will be shipped to.

Last Ship Code Select the ship method from the drop-down list.

VRMA Qty This field defaults and displays from Quantity Rejected from the associated MRR Qty Scrapped Displays scrap quantity.

Qty Returned This field displays return quantity.

Qty Back This field displays replacements received.

Qty Expected This field shows how many items we expect to receive from the vendor.

Last Append Date This field is a user-defined date.

Last Ship Date This field is set based on shipping transactions.

Last Receive Date This field is set based on replacements received.

Expected Receive Date This field is a user-defined date.

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Paperwork tab

The following table provides information about the Paperwork tab on the QC Vendor RMA Maintenance form.

Check box/Button Description

Paperwork Only

If this check box is selected it will disable the Scrap, Return, and Receive buttons. Only a VRMA packing slip can be completed from the Paperwork button. If not selected, all buttons are enabled and the user can perform material transactions and paperwork.

Warranty If this check box is selected, the warranty will appear on the VRMA form.

Paperwork (on the header) When this button is clicked it will generate a QC VRMA packing slip for the current VRMA.

Reference tab

The following table provides information about the Reference tab on the QC Vendor RMA Maintenance form.


PO Num This field is the PO number that this VRMA will reference.

Voucher This field is the voucher number associated with this VRMA.

X-Ref PO If this button is selected and if PO is not associated with the VRMA, the system will prompt the user whether or not to create a new PO. If this button is selected and there is a PO associated with the VRMA, the system will reference the original PO. Once a PO Num is referenced, this button will launch the Purchase Order form. Note: This will not reference a Transfer Order (TO).

Voucher If this button is selected and a voucher is not set, the system will launch a form to enter a voucher for this VRMA.

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QC Supplier VRMA form This form can be printed as a stand-alone document. In many ways this document resembles a purchase order in SyteLine. This form references all of the information associated with the Vendor RMA.

The following table provides information about the QC Supplier VRMA form.

Drop-down list/Check box Description

Starting Item

Type or select the starting and ending information to preview from the drop-down list.

Ending Item

Starting Vendor

Ending Vendor

Starting VRMA Num

Ending VRMA Num

Print Options Select a Sort By option from the drop-down list: VRMA Number Vendor Item

Notes Types Select the check boxes to include:

Print Internal Notes Print External Notes

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QC Miscellaneous Issue form The QC Miscellaneous Issue form will remove your returned material from inventory. This form is only accessible from the QC Vendor RMA Maintenance form - Return Matl button.

Header

The following table provides information about the header on the QC Miscellaneous Issue form.


Warehouse This field displays the Vendor RMA’s warehouse.

Item This drop-down list displays the item number.

Description This field displays the item description.

Status This field displays the QC status.

Qty On Hand This field displays the quantity on hand.

Detail tab

The following table provides information about the Detail tab on the QC Miscellaneous Issue form.


Quantity This field defaults from the VRMA Qty and can be made lower than the default.

Reason This drop-down list defaults and displays from the QC Supplier Parameters Material Issue Reason Code.

Account This drop-down list defaults and displays from the QC Supplier Parameters VRMA Pending Account.

Location This drop-down list displays the QC receiver’s location, from which the items will be returned to the vendor.

Lot For a lot-tracked item, this drop-down list displays the QC receiver’s lot.

Transaction Date This drop-down list defaults to the system date.

Process When this button is clicked, the system performs the Material Issue, and prompts if the VRMA packing slip needs to print and returns to the QC Vendor RMA’s form.

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Process Scrapped Material form This form will remove your scrapped material from inventory. This form is only accessible from the QC Vendor RMA Maintenance form - Scrap Matl button.

Header

The following table provides information about the Header on the QC Miscellaneous Issue form.


Warehouse This field displays the Vendor RMAs warehouse.



Status This field displays the QC status.

Qty On Hand This field displays the quantity on hand.

Detail tab

The following table provides information about the Detail tab on the QC Miscellaneous Issue form.


Quantity This field default from the VRMA Qty and can be made lower than the default.

Reason This drop-down list defaults and displays from the QC Supplier Parameters Material Issue Reason Code.

Account This drop-down list defaults and displays from the QC Supplier Parameters VRMA Pending Account.

Location This drop-down list displays the QC receiver’s location.

Lot For a lot-tracked item, this drop-down list displays the QC receiver’s lot.

Transaction Date This defaults to the system date.

Process When this button is clicked, the system performs the Material Issue, and prompts if the VRMA Packing Slip need to print and returns to the QC Vendor RMA’s form.

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Receive (replacements) This function records the receipt of material back from the supplier.

Header

The following table provides information about the header on the QC VRMA Miscellaneous Receipt form.

This form is accessible from the QC Vendor RMA Maintenance form - Receive Matl button.


Warehouse This field displays the Vendor RMA’s warehouse.



On Hand This field displays the quantity on hand.

Unit of measure This field displays the quantity on hand’s unit of measure.

Detail tab

The following table provides information about the Detail tab on the QC VRMA Miscellaneous Receipt form.


Quantity This field defaults from the VRMA Qty and can be made lower than the default.

Material Cost This field defaults and displays from the original Purchase Order Line Price.

Labor Cost This field provides the labor cost.

Fix Ovhd Cost Type the fixed overhead portion of the total cost of the displayed item in this field.

Var Ovhd Cost Type the cost of the variable overhead to produce the displayed item in this field. Note: While this field can be updated for an inventoried item, SyteLine ERP will ignore the update made on this form and use the appropriate costing for the item.

Outside Cost Type the outside services portion of the total cost for the displayed item in this field.

Unit Cost The unit cost is a calculated field based on the sum of the previous five costs.

Location Select from the drop-down list to display the QC receiver’s location.

Lot For a lot-tracked item, select from the drop-down list to display the QC receiver’s lot.

Import Document ID Type or select the Import Document ID for the item (if tax-free) being reserved, ordered, or shipped from the drop-down list.

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Reason This field defaults and displays from the QC Supplier Parameters Material Receipt Reason Code. You may change it, if necessary.

Account This field defaults and displays from the QC Supplier Parameters VRMA Pending Account. You may change it, if necessary.

Transaction Date This field defaults and displays from the system date.

Document Number Type a value to track the movement of inventory on the Material Transaction Report. The document number is stored on the material transaction record for the transaction.

Receive Click this button to perform the Material Receipt and return to the QC Vendor RMA’s form.

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Accounts Payable linkage The QC Create A/P Transaction form generates A/P transactions for the current Vendor RMA.

The following table provides information about the QC Create A/P Transaction form.


VRMA Num This field displays the VRMA number.

VRMA Item This field displays the VRMA item number.

Vendor This field displays the vendor number.

Name This field displays the vendor name.

Invoice Date This field defaults to the system date.

Distribution Date This field defaults to the system date.

Qty This field defaults from the MRR/VRMA quantity expected.

Unit Cost This field defaults from the Purchase Order Line.

Purchase Amount This field multiplies the Qty field by the Unit Cost field to store and display the value as a negative.

Misc Charges This field is not currently enabled.

Freight This field is not currently enabled.

Invoice Amount This field displays the purchase amount.

VRMA Pending Amount This field multiplies the Qty field by the Purchase Order Line unit cost to store and display the value as a negative.

OK When the OK button is clicked, a voucher is created for the A/P account, with a distribution of the Purchase Amount against the VRMA Pending Amount. If the Purchase Amount is less than the VRMA Pending Amount, a second distribution is created using the VRMA Loss Account for the difference.

Cancel When the Cancel button is clicked the form closes without processing.

______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________

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CloudSuite Business / CloudSuite Industrial / SyteLine: Using Quality Control Solution (QCS) - Supplier101 © 2015 Infor Education

A/P Vouchers and Adjustments form The A/P Vouchers and Adjustment form is a standard SyteLine form that is launched from the Voucher button on the Reference tab of the QC Vendor RMA Maintenance form.

The following is an overview of the A/P Vouchers and Adjustment process.

A/P Vouchers and Adjustment process overview

______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________

1. Find the voucher

2. Verify distribution date

A/P Vouchers and Adjustments

6. Click the Distribution button

5. Save the form

4. Invoice field

3. Reference original PO

This field defaults to the date the voucher was created.

Type the credit memo reference # from the supplier.

This step is optional.

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Distributions

If the option Distribution button is clicked, the user will want to:

Verify that the first entry shows a cleared VRMA Pending account. Verify that the second entry shows an offset amount applied to the VRMA Loss offset account. Post A/P vouchers using the activity A/P Voucher Posting.

Voucher Transaction Report

The Voucher Transaction Report displays all unposted vouchers and adjustments in the A/P Vouchers and Adjustments form.

Journal Transaction Report

The Journal Transaction Report shows the value of material on the VRMA going out of inventory and into the VRMA Pending account, as well as any other accounting entries that existed as Distribution records on Vouchers and Adjustments form when they were posted. Now the Journal should be posted to the ledger.

Completing a QCS Vendor RMA

The Vendor RMA document can be closed only when all required activity has been posted. Specifically this includes the following:

Quantity on the Vendor RMA equals the quantity returned and/or scrapped. Quantity expected back from the supplier equals the quantity received back from the supplier.

Process

The process for completing a QCS Vendor RMA is simple. First, the user will access the QC VRMAs form and select the VRMA. Next, select the status of “Closed.”

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Demo: Create an A/P negative voucher

Your instructor will demonstrate how to create an A/P negative voucher.

______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________

Exercise 7.1: Create an A/P negative voucher

In this exercise, you will create an A/P negative voucher.

Exercise steps

Part 1: Return material back to supplier

1. Select Master Explorer > Modules > Quality > QC Vendor RMA Maintenance. The QC Vendor RMA Maintenance form opens.


3. Click the Reference tab.

4. Click X-Ref PO. A dialog box appears with the message, “Do you want to create a new PO? Selecting No will reference the original PO.”

5. Click No. The PO Num field is now populated.

6. Click Return Matl. The QC Miscellaneous Issue (Modal) form opens.

7. Select QUA-Quality Assurance from the Reason drop-down list.

8. Click Process. A dialog box appears with the message, “Do you want to print the packing slip now?”

9. Click Yes. A dialog box appears with the message, “Report Submitted.”

10. Click OK. A dialog box appears with the message, “[Miscellaneous Issue] was successful.”

11. Click OK.

Part 2: Receive new materials using original PO

1. Click Receive Matl. The QC VRMA Miscellaneous Receipt (Modal) form opens.

2. Select RTS-Return to Stock from the Reason drop-down list.

3. Click Receive. A dialog box appears with the message, “Vendor RMA Updated.”

4. Click OK. A dialog box appears with the message, “Do you want to create a receiver for this receipt?”

5. Click Yes. A dialog box appears with the message, “[Create Receiver] was successful for AL-10000 that has [Receiver Num: 3] and [Location: INS-1].”

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7. Click OK. A dialog box appears with the message, “[Miscellaneous Receipt] was successful.”

8. Click OK.

9. Select Closed from the Status drop-down list.


Part 3: Return material back to supplier for credit

1. Select Master Explorer > Modules > Quality > QC QC Supplier Inspect/Disposition. The QC QC Supplier Inspect/Disposition form opens.

2. Click Filter In Place. Confirm that you are viewing Item AL-10000. If not, select it from the items grid.

3. Select Disposition QC Receiver. The QC Disposition Receiver (Linked) form opens.


5. Type 20 in the Quantity QC Rejected field. A dialog box appears with the message, “Do you want to create an MRR with this reject?”

6. Click Yes. The system moves the amount automatically to the QC MRR/Hold field.

7. Select SCR-Scratched paint from the Reason drop-down list.

8. Click Process. A dialog box appears with the message, “Do you want to send an email for this Mrr?”

9. Click No. A dialog box appears with the message, “[Create] was successful for MRR that has [MRR Number: 2]. Disposition Completed.”


11. Click OK. The QC Supplier Inspect/Disposition form appears.

12. Select the QC MRRs button. The QC MRRs (Linked) form opens.


14. Click Save.

15. Click Disposition MRR. The QC Disposition MRR (Linked) form opens.

16. Type 20 in the Quantity QC Rejected field.


18. Select RTV-Return to Vendor from the Disposition drop-down list.


20. Select Process. A dialog box appears with the message, “Disposition Completed.”


22. Click OK. A dialog box appears with the message, “Do you want to create a VRMA for this reject?”

23. Click Yes. A dialog box appears with the message, “VRMA: 2 has been created.”

24. Click OK. A dialog box appears with the message, “Do you want to send an email for this Vrma?”

25. Click No.

26. Close the QC MRRs (Linked) form.

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28. Return to the QC Vendor RMA Maintenance form.

29. Click Refresh the current collection.

30. Select VRMA Num 2.

31. Click Return Matl. The QC Miscellaneous Issue (Modal) form opens.

32. Select QUA-Quality Assurance from the Reason drop-down list.

33. Select 9-INS-1 from the Lot drop-down list.

34. Click Process. A dialog box appears with the message, “Do you want to print the packing slip now?”

35. Click Yes. A dialog box appears with the message, “Report Submitted.”

36. Click OK. A dialog box appears with the message, “[Miscellaneous Issue] was successful.”

37. Click OK.

38. Click Voucher on the Reference tab. The QC Create A/P Transaction (Modal) form opens.

39. Click OK. A dialog box appears with the message, “Voucher Creation Successful.”

40. Click OK.

Part 4: View and post A/P negative voucher

1. Select Master Explorer > Modules > Finance > Accounts Payable > A/P Vouchers and Adjustments. The A/P Vouchers and Adjustments form opens.


3. Click Filter In Place. Note: The Purch Amt is -120.00, which is a negative voucher amount.

4. Click Distribution Generation. A dialog box appears with the message, “[Distribution Generation] will be performed.”

5. Click OK. A dialog box appears with the message, “1 A/P Transaction Distribution(s) were created.”

6. Click OK.

7. Select A/P Voucher Posting.

8. Click Process. A dialog box appears with the message, “[A/P Voucher Posting] will be printed.”


10. Click OK.

11. Select the Commit radio button.

12. Click Process. A dialog box appears with the message, “[Post] will be performed.”

13. Click OK. A dialog box appears with the message, “1 A/P Transaction(s) were posted.”

14. Click OK.

15. Close the A/P Voucher Posting form.

16. Close the A/P Vouchers and Adjustments form and return to the QC Vendor RMA Maintenance form.

17. Select VRMA Num 2, if not already selected.

18. Select Closed from the Status drop-down list.


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Provide a scenario in which you would need to complete the Return to Vendor function?

_______________________________________________________________________ _______________________________________________________________________ _______________________________________________________________________ _______________________________________________________________________

What processes does the QC VRMA support? Select all that apply.

a) Remove material from inventory for return/ship to a supplier, including the appropriate reference paperwork

b) Scrap material from inventory c) Receive material back from the supplier, and route it to QC for inspection/

disposition d) Send a credit memo to the customer

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Lesson 8: QC Corrective Action Requests (CARs) Estimated time

1 hour

Learning objectives


List the steps to create a QC CAR.

Topics Create a CAR

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108 //Lesson 8: QC Corrective Action Requests (CARs) © 2015 Infor Education

Create a CAR Correct Action Requests (CARs) can be created independent of QCS material activity.

Header

The following table provides information about the header information on the QC CARs form.

Field/Drop-down list/Check box/Button

Description

CAR Num This field is a system-generated field that provides the next available number.


CAR Qty This field is a user-defined quantity.

Create Date This field displays the system date when the CAR was created.

Item/Description This field displays the CARs item number and the SyteLine description.

Close Date This field is a user-defined date to show when the CAR was closed.

Rcvr Num If a CAR was created from an MRR this field displays the receiver number linked to that MRR.

Orig MRR If a CAR was created from an MRR this field displays the related MRR number.

Internal Review Complete Date

This field is a user-defined date field.

Inspector This drop-down list is a user-defined field, validated against the SyteLine employee table. The name will display once selected.

Team Achievement Realized? This check box is a user-defined field.

QC MRRs When this button is clicked, the MRR form opens for linked MRRs.

X-Ref Tests When this button is clicked, it assigns test results (if a receiver is linked) to the CAR (works identical to X-ref Test Results to an MRR description).

Description tab

The following table provides information about the Description tab on the QC CARs form.


Reason From the drop-down list, select a reason code validated from the QC Reason Codes Table.

Problem Description This is a user-defined field, of up to 400 characters, used for a description of the problem.

Response Due Date This drop-down list is a user-defined due date.

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Response Received This drop-down list is a user-defined response received date.

Initial Response This is a user-defined field, of up to 400 characters, used for a description of the initial response.

Customer

These drop-down lists display information from receiver, if applicable. Operation

Vendor

Cause/Correction tab

The following table provides information about the Cause/Correction tab on the QC CARs form.


Cause Select a cause that is validated from the QC Cause Code table from the drop-down list.

Cause of Defect This is a user-defined field, of up to 400 characters, of the cause of the defect.

Corrective Action This is a user-defined field, of up to 400 characters, of the corrective action taken.

Authorized By Select the name that authorized the Cause/Correction from the drop-down list. This field is validated against the SyteLine employee table.

Prevention tab

The following table provides information about the Prevention tab on the QC CARs form.


Implementation This is a user-defined field that provides implementation information.

Preventive Implementation Date

This is a drop-down list to select the preventive implementation date.

Preventive Action This is a user-defined field that provides preventive action information.

SL Assigned Dept? If desired to designate a SyteLine department for the CAR, select this check box, enter the department ID in the next box (and its description will display); if not selected, a free-form entry can be entered in the department description.

SL Assigned Emp? If desired to designate a SyteLine employee for the CAR, select this check box, enter the employee number in the next box (and the person's name will display); if not selected, a free-form entry can be entered in the employee name.

QA Effective This is a drop-down list to select the QA Effective date.

Follow-up Date This is a drop-down list to select the Follow-up Date.

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Cost tab

The following table provides information about the Cost tab on the QC CARs form.

Field Description

Seq This field is a system-generated number.

Cost Type This field is the general QC Cost category, checked against QC Cost Type table.

Cost Activity This field is specific cost activity is checked against QC Cost Activity table.

Qty This field typically references hours or number of pieces.

Unit Cost This field typically displays the dollars per hour or dollars per piece.

Once a CAR is created it cannot be deleted. An entry in “Close Date” and “Authorized By” closes a CAR. The CAR can be re-

opened by removing the values from these fields. CAR costs are not linked with SyteLine financials.

______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________

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Demo: Create a CAR

Your instructor will demonstrate how to create a CAR.

______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________

Exercise 8.1: Create a CAR

In this exercise, you will create a CAR.

Exercise steps

1. Select Master Explorer > Modules > Quality > QC CARs. The QC CARs form opens.

2. Click Filter In Place. The CAR Num 1 is available.

3. Select 6-Benson, Charles Q. from the Inspector drop-down list.


5. Type The vendor keeps sending us scratched parts. in the Description field.

6. Select or type <yesterday’s date> in the Response Due Date calendar field.

7. Type The vendor uses poor packing materials. in the Initial Response field.

8. Click the Cause/Correction tab.

9. Select PACK-Bad packaging from the Cause drop-down field.

10. Type Vendor continues to use poor packaging materials. in the Cause field.

11. Select 6-Benson, Charles Q. from the Authorized drop-down list.

12. Type Vendor has promised to use better packing materials. in the Corrective field.

13. Click the Prevention tab.

14. Type We are going to inspect the vendor’s packing materials. in the Implementation field.

15. Select or type <today’s date> in the Preventative Implementation Date calendar field.

16. Type Vendor is now using better packing materials. in the Preventative field.

17. Select the Cost tab.

18. Select PREVENTION-Prevention from the Cost Type drop-down field.

19. Select Inventory from the Cost Activity drop-down field.



22. Select or type <today’s date> in the Close Date field.


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Provide the basic steps to creating a QC CAR.

_______________________________________________________________________ _______________________________________________________________________ _______________________________________________________________________ _______________________________________________________________________ _______________________________________________________________________

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Course summary Estimated time

30 minutes

Course objectives

Now that you have completed this course, you should be able to:

List the steps to create a supplier receiver. Identify receipts waiting for disposition and test results. Explain Material Review Requests (MRRs) and Corrective Action Requests (CARs). Identify the Vender Return Material Authorization (VRMA) function.

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114 //Appendix A: Reports and utilities © 2015 Infor Education

Appendix A: Reports and utilities Topics

QC Supplier reports QC In Process reports Utilities

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QC Supplier reports Report Description

Supplier Ready for Receiving Inspection

Lists material available for inspection

Supplier Item Detail/Worksheet

This is a paper version of the Record Test Results form. It can be used for entering test data before entering into QCS.

Supplier Item History Shows QCS item activity by vendor and receiver number

Supplier Value of Inventory This report is a list of undispositioned QCS items in PO number order. The calculation takes the PO unit cost for each item times the quantity of the item in the QCS location. It shows the value of undispositioned items in QC. Dispositioned items may still be in the QC stockroom location, depending on how inventory move transactions are handled

Supplier Vendor Performance This report calculates a rank for the vendor based on Delivery and Quality history, and points set in the QC Vendor Rating and QC Disposition forms. Delivery points are based on a calculation of the PO due date or promise date vs. the date received into QC against the delivery points established in the ranking table. For additional information see QC Vendor Rating in Lesson 3: Codes and various forms of this workbook, Quality points are based on the quantity of pieces dispositioned and the quality points for the associated disposition code

Supplier Vendor Status A listing of QCS vendor information

Supplier Vendor PPM Report Displays a calculated value based on objective weightings entered into QC vendor parameters

Supplier VRMA Form A printable document that has related receiver, MRR, and VRMA information

Supplier VRMA Status Summary listing of VRMA records

Defect Distribution This report lists the user-defined failure codes and quantities that were entered against receivers.

Test Results This report is a list of test results that were entered against receivers. It can be displayed for summary or individual test data.

QC Item Report Listing of tests, inspection criteria, and notes for an item

QC Transaction Report A listing of QCS transactions

MRR Form A printable document that has related receiver and MRR information

MRR Status Report Summary listing of Material Review Reports

CAR Form A printable document that has Corrective Action information

CAR Status Report Summary listing of Corrective Action Requests

QC SPC Report This report calculates the mean, standard deviation, Process Capability (Cp), and Process Capability Index (Cpk) for the last designated number of completed tests for an item.

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QC In Process reports Report Description

QC IP Yield Report Lists jobs, checkpoints, quantities, and calculated “yield” for that operation

QC IP Item History Lists jobs, dates, inspectors, for an item with failure codes

QC IP Cost of Scrap This report lists SyteLine jobs with scrapped quantity and calculated material labor, and overhead value. This report is independent of QCS tracking.

QC IP Action Listing of items awaiting some type of activity (disposition) from QC

QC IP Results Worksheet Provides a template for recording actual test/inspection results

QC IP Quality Plan Detailed description of the characteristics to be inspected/tested on a job

QC IP Job Paperwork Identifies operations for a job where the Quality department will perform a test

QC Outside Paperwork Report Provides paperwork for outside processing activities on a job

QC IP Cost of Quality Listing of cost activity for items linked to MRRs or CARs

QC Item Report Listing of tests, inspection criteria, and notes for an item

QC Transaction Report A listing of QCS transactions

QC Defect Distribution Report This report lists the failure codes and quantities that were entered against receivers

QC Test Results Report This report provides a list of test results that were entered against receivers. It can be displayed for summary or individual test data.

QC MRR Form A printable document that includes related receiver and MRR information

QC MRR Status Report Summary of Material Review Reports

QC CAR Form A printable document that has Corrective Action information

CAR Status Report Summary of Corrective Action Requests

QC SPC Report This report calculates the mean, standard deviation, Process Capability (Cp), and Process Capability Index (Cpk) for the last designated number of completed tests for an item.

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Utilities The utilities on the following pages can be used across the QCS modules.

QC Receiver Update Utility

The QC Receiver Update Utility allows users to make quantity adjustments, or mark as complete, an existing receiver (within the limits of what has already been dispositioned). For example, this can be used where a Purchase Order Receipt creates a receiver, but then a subset of the receipt is unreceived. This utility can be used to adjust the quantity on the receiver.

Drop-down list/Field/Check box/Button

Description

Rcvr Num Select from the drop-down list or enter an existing receiver number in this field.

Quantity Adjustments Enter the adjusting amount (positive or negative) to be applied to the Quantity Received for the receiver. (For example: 10 (to add a qty of 10), or -3 (to subtract a qty of 3).)

QC Receiver Complete The selected receiver's complete flag will be set or unset based on if this check box is selected or not.

Process Button When this button is clicked, updates to the receiver will be made.

QC Quick Creator

The QC Quick Creator form is used to provide an easy method to open the various create documents (receivers, MRRs, Topics and Changes).

QC Quick Receiver/MRR

The QC Quick Receiver/MRR form is used to provide an easy method to create receivers, MRRs and QCS items. This can also be used to allow access to create receivers to a different security group of users.

Radio button/Field/Check box/Button

Description

Receiver Type Only Supplier or In-Process receivers/MRRs can be created from this utility. Select the proper radio button.

Enter Receiver By Item/JIT: If Receiver Type /Supplier is selected, indicates to create the receiver by item with no PO reference

Job: If Receiver Type/In Process is selected, indicates to create the receiver from a job

PO: If Receiver Type/Supplier is selected, indicates to create the receiver from a PO

TO: If Receiver Type/Supplier is selected, indicates to create the receiver without a PO reference

Warehouse This field will display the currently selected SyteLine warehouse.

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Description

Item This field is only available if Receiver Type: Supplier and Enter Receiver by: Item Receiver Type: In Process Enter Receiver By: Item/JIT Select a valid SyteLine item from the drop-down list for the receiver/MRR. If the system is set up to allow a user to create QCS items on the fly (for this receiver type) and if there is not a QCS item for this type, the user will be prompted if they wish to create it. If the system is set to not to allow the user to create QCS item, this must be a valid QCS item for this type. The Item description will display next to the Item field.

Vendor This field is only available if Receiver Type: Supplier and Enter Receiver by: Item Optionally enter a vendor related to this item for the receiver. If entered, it must be a valid SyteLine vendor. The vendor name will display next to the Vendor field.

PO This field is only available if Receiver Type: Supplier and Enter Receiver by: PO or TO Select a valid SyteLine Po/Line/Release from the drop-down list. If not allowed to auto-create QCS Items for Supplier, PO Line's Item must already exist as a Supplier QCS Item.

Job This field is only available if Receiver Type: In Process Select a valid Job/Suffix/Operation from the drop-down list. If not allowed to auto-create QCS Items for In Process, Job's Item/Operation must already exist as an In Process QCS Item.

Process Button Once all data has been entered, click this button to create the item (if required), receiver and MRR (if required). Paperwork and QCS Information forms will be provided based on parameter settings.

Quantity Received Type the quantity to place on the receiver (and optionally, be moved to the MRR, based on parameters) in this field.

Loc This field is only available if Receiver Type: Supplier Select from the drop-down list the location where the item is located in stock.

Lot This field is only available if Receiver Type: Supplier If applicable, select from the drop-down list the lot number of this item for this receiver.

QC Lot This is a user-defined field.

Transaction Date This field is system defaulted with the transaction date.

Notification If using the e-mail notification and creating an MRR, this field will default to the MRR notification address or addresses from the parameter file. This can be overridden by the user.

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Description

Problem Description If creating an MRR, type the detailed problem description for that table/reference in this field.

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cloudsuite business / cloudsuite industrial / syteline ... · title: cloudsuite business /...

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