qm asap methodology

8/7/2019 QM ASAP methodology

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1 Organization

1.1 Quality Inspectors

1.1.1 How many quality inspectors are there on each site?1.1.2 Is there a quality inspection hierarchy I.e. in a lab/testing environment there is

a Quality inspection clerk and a quality inspection supervisor?1.1.3 If there is a hierarchy, what tasks are allocated to which level and why?

2 Master Data

2.1 QM General - Inspection Plan

2.1.1 Give an example for an inspection plan that you currently use and explain

which critical data it contains.2.1.2 Do you have valid inspection descriptions and operations for each individual

material or for all materials? (Are certain materials assigned the same inspectionoperations) Describe them.

2.2 QM General - Work Centres

2.2.1 Do you have multiple inspection locations (work centers) per plant? Describe

these locations, and identify how they are different. ferences.2.2.2 Are inspectors assigned to a definite work center?

2.2.3 Will approval procedures comply to the work center or operation? Describe thisin detail.

2.3 QM General - Inspection Characteristic/Master Inspection Characteristic

2.3.1 Do you want to use qualitative and/or qualitative master inspection

characteristics?2.3.2 How do you want to classify the master inspection characteristics?

2.4 QM General - Material Specification

2.4.0 (Information) You need a material specification to transfer quality inspection

data to batch management. The specification completes the inspection plan orreplaces it entirely, if detailed instructions are not required. (Information)

2.4.1 Will you use material specifications as inspection criteria for your material?2.4.2 Will you transfer inspection data to the batch? If yes, to which characteristics

does this apply?

2.5 QM General - Inspection Method

2.5.1 Will you maintain instructions for the inspection of characteristics? How are

these currently stored?2.6 QM General - Catalog

2.6.1 For which data are defects/results recorded for each catalog?…(list of reasoncodes why something is defective)



2.6 QM General - Sampling Scheme

2.6.1 Do you want to use special sampling schemes to calculate sample sizes?

2.7 QM General - Sampling Procedure

2.7.1 How are the sample quantities to be calculated and what criteria are to beused?

2.8 QM General - Dynamic modification Rule

2.8.1 Will you define the inspection scope based on quality (this means for example,will you check processes with a consistently low quality more regularly than those

pro cesses, which constantly improve in quality)? Describe the procedure.

2.9 QM General - Sample-Drawing Procedure

2.9.1 How do you want to calculate the sample size?

2.10 QM General - QM Order

2.10.1 In which plants should quality costs be determined?

2.11 QM in Materials Management - Quality Info Record

2.11.1 Do you expect quality certificates (for example, plant certificates or analysiscertificates) from your suppliers before or during material shipping? Describe which

document types you need and give examples.

2.12 QM in Production - Routing (overlap with PP)

2.12.1 For which business processes do you require routings?

2.13 QM in Sales and Distribution - QM control in Sales

2.13.1 Will you manage quality management documents (customer agreements

about quality assurance and technical terms of delivery)? Give an example.

3 Business Processes

3.1 QM in MM - Procurement and Purchasing - Quality Info Record Processing

3.1.1 "Do you not want to have any inspections for some vendor/material

combinations?Inspection control in the quality info record."

3.1.2 "Do you want source inspections instead of goods receipt inspections forcertain material/vendor combinations?

Vendor source inspection in the info record."3.1.3 "Do you use quality assurance agreements that are specific to a material or

vendor?Creation of quality assurance agreement in the quality info record."

3.1.4 Will you block an incoming invoice until the quality inspection has been



successfully completed or if the lot is rejected for payment? (Note: The block can bemanually removed if required).

3.1.5 Will you pre-approve a vendor sample prior to releasing the delivery? Pleasedescribe the procedure.

3.1.6 Do you have model or preliminary series inspections etc?

3.2 QM in MM - Procurement and Purchasing - Vendor Evaluation

3.2.1 How do you currently evaluate vendors in your legacy system? Explain in

detail.

3.2.2 "According to which criteria are your vendors valuated with regard to QM?Goods receipt inspection, complaint against a vendor, audit etc."

3.2.3 Which subcriteria do you use for the quality score in the vendor evaluation andhow are these weighted with regard to the quality score?

3.2.4 "How is the quality score calculated with regard to the above criteria?Quality score procedure"

3.2.5 In which periods of time are vendors evaluated?

3.3 QM in MM - Procurement and Purchasing - Editing of QM documents

3.3.1 "Do you use quality assurance agreements, which should be printed onpurchasing documents (for example, a purchase order or request for quotation)?

Material-vendor link Document Management System"3.3.2 "Do you use technical terms of delivery at material level, which should also be

printed on the purchase order?You can also store this information in the purchase order text. Document

Management System"

3.4 QM in MM - Procurement and Purchasing - Processing of certificate Receipt

3.4.1 Which consequences should a missing certificate from a vendor have?

3.4.2 "Is there to be only one certificate for each goods receipt item?Settings in the certificate type."

3.5 QM in MM - Quality Inspection in MM - Inspection Lot Creation

3.5.1 "How should inspection lots for goods receipts be created?

With or without reference to purchase order; automatic / manual dynamic

modification, skip lot"3.5.2 Should the goods receipt be posted to inspection stock?

3.5.3 "In which circumstances should only one inspection lot be created?Summary of material document items."

3.5.4 "Do you work with inspection plans? Describe their structure and contents?Transfer of legacy data"

3.5.5 "Describe the inspection instructions and specification, as well as all otherdocuments relevant to the quality inspection.

Flag for print control in Customizing for the inspection type."3.5.6 Will you perform source inspections for your procured material? Please

describe the procedure.3.5.7 If yes, what event will trigger a source inspection?

3.5.8 How will inspections be scheduled?3.5.9 Should this material be re-inspected during the next goods receipt after a

successful source inspection?



3.5.10 What effects will a source inspection have on the subsequent goods receiptfor the inspected material?

3.5.11 Will you process recurring inspections for materials? (Note: This is onlypossible for batch-managed materials). Provide examples.

3.6 QM in MM - Quality Inspection in MM - Sample Calculation and Sample

Management

3.6.1 Are release or approval procedures set for the sample-drawing?

3.6.2 Should digital signature be used during sample-drawing?

3.6.3 Do you want to create sample labels? If so, describe the layout, size andcontent as well as the location/printer at/on which they are to be created.

3.6.4 "Should physical samples be stored and checked for a specified period of time?Storage locations and duration."

3.6.5 "Will you define procedures for physical-sample drawing based on differentinspection procedures?

Inspection planning"3.6.6 In addition to planned physical samples, will you manually create physical

samples for an inspection lot?

3.6.7 What is to trigger the manual creation of physical samples?3.6.8 "Describe the inspection instructions and specification, as well as all otherdocuments relevant to the quality inspection.

Flag for print control in Customizing for the inspection type."3.6.9 "Describe the type of intervals, at which you want to inspect (time-based,

quantity-based or freely defined?).Inspection point reference in results recording (routing header and operation detail

level)."3.6.10 "Is the sample-drawing instruction and/or inspection instruction to be

printed? Describe the content and the layout (barcoding).Definition of SAPscript forms / layouts."

3.6.11 "Will you plan a sufficient number of physical samples for several

inspections/inspection characteristics?Note the partial lot assignment in the sample-drawing procedure and in the details

for the inspection characteristics in the task list."

3.8 QM in MM - Quality Inspection in MM - Results recording

3.8.1 "Will you perform defects recording in addition to or as an alternative to results

recording by inspection characteristics?See also the following process ""Defects recording""."

3.8.2 Do you want to use calculated characteristics?3.8.3 Should unplanned, conditional or calculated characteristics be used?

3.8.4 How are inspection results to be valuated (for example, by comparing values totolerance ranges, number of noncomforming units, manually or automatically, with

valuation rules or user settings?).3.8.5 Does the recording of specific results automatically create a defect and quality

notification? Is a workflow be triggered? Provide an example.3.8.6 "Describe the different authorization levels for inspectors.

Definition of activity groups."3.8.7 "Will you use digital signatures to authenticate the user's identity during

results recording? ndustries.)Note: The requirement applies primarily to the chemical and pharmaceutical

sectors."



3.8.8 Should inspection results be printed? If so, at what stage and on which printer?

3.8.9 Give examples of typical inspection instructions that you use in your company3.8.10 Should a quality notification be created and sent to the appropriate party

based on an inspection? If so, which party?3.8.11 Is there to be only one quality notification or are more quality notifications

allowed?3.8.12 "Do you want user-specific worklists with automatic, dynamic display?For example: Have the system make the date settings (current date plus x days,

minus y days and so on). This also applies to other selection fields."

3.8.13 "Will you use control charts to evaluate inspection results?Level, material, lot, characteristic, work center etc."

3.8.14 Will you record the costs for the quality inspection? If yes, will it be recordedby an annual order for each material or by separate orders for each material?

3.8.15 Will you create internal QM orders to record inspection costs for allmaterials/inspection lots for a given period (general QM order)?

3.8.16 Will you record and evaluate inspection costs for individual inspection lots(individual QM orders)?

3.8.17 Will you use standard cost records for each type of inspection activity? Which

activity types or rates are used?3.8.18 Will you define and confirm the actual inspection time for each inspectionoperation?

3.8.19 "What type of inspection activities (for example, machine, labor) are to berecorded in your inspection process?

Activity types for appraisal costs."3.8.20 Describe how and when you want to settle quality costs (assign the calculated

costs from the QM order to another cost center).3.8.21 How frequently will you perform settlement?

3.8.22 "Do you want to trigger the workflow if the control limits are exceeded(creation of a defect record)?

Creation of a quality notification from the valuation of the results."

3.8.23 "Do you want a simple recording of defects (that is an inspection withoutinspection plan)?

Defects recording for the inspection lot."3.8.24 Will you record results for inspection points during the production process?

3.8.25 Which type of interval (time-related, quantity-related, or freely defined) willyou use to perform inspections?

3.8.26 "Should results for electrical test equipment be automatically copied?

QM-IDI"3.8.27 Should inspection results be evaluated within the SAP System or using

another system (for example, a special statistics program)?3.8.28 "Should times for inspection operations be confirmed?

Reference to QM order master data"3.8.29 Should inspection results be recorded at operation level for the worklist for

partial lots or physical samples, or for inspection points?

3.9 QM in MM - Quality Inspection in MM - Defects Recording

3.9.1 "Will you perform defects recording in addition to or as an alternative to resultsrecording by inspection characteristics?

See also the following process ""Defects recording""."3.9.2 Will you use defect codes and code groups to catalog and determine defects?

Describe the current structure of the defect codes.



3.9.3 "Describe how you classify defects (for example, major defect or minor defect).

Defect class"3.9.4 "Do you want to trigger a follow-up activity (Workflow) for specific defect

classes, to document the processing of defects?Activation of a quality notification (table TQ17)."

3.9.5 Are the defects relevant for the calculation of the quality score?

3.10 QM in MM - Quality Inspection in MM - Usage Decision

3.10.1 "Who should make usage decisions for the inspection?Reference to authorizations."

3.10.2 "Should automatic usage decisions be made during a goods receipt?Environment settings at plant level in Customizing, indicator in material master"

3.10.3 "Please provide a list of your usage decision codes.Example: A - Accepted A1 - Acceped as a lower grade material R - Reject scrap R1 -

Rework the rejected quantity"3.10.4 Describe the inventory posting types that are triggered by a usage decision.

3.10.5 Will you record all inspection results prior to posting a usage decision? Are

there any exceptions (inspection termination)?3.10.6 "Are there inspection characteristics, which should be inspected over a longperiod of time?

Short-term usage decision"3.10.7 Will you calculate quality scores based on the usage decision? Describe how

quality scores are calculated.3.10.8 "Will you be using automatic follow-up actions that are triggered by usage

decisions? Describe these. spection lot is rejected or subsequent delivery).For example: E-mail to the purchasing department if there is a complaint concerning

an inspection lot, subsequent delivery, printing of shop papers etc."3.10.9 Will you use digital signatures to authenticate a user's identity in the usage

decision process? (Note: This requirement applies primarily to the chemical and

pharmaceutical industries.)3.10.10 Is there an automatic proposal for batch valuation?

3.10.11 "Will your batches be classified?Transfer of characteristic values to the batch."

3.11 QM in MM - Quality notifications with complaint against vendor

3.11.1 Please describe the handling of inspection lots where the usage decision hasdetermined that it is to be rejected and returned to the vendor.

3.11.2 Will you record data (ie., defects, characteristic results, specification results)about the defective material found in the stockroom or on the shop floor?

3.11.3 What documents should accompany the goods to be returned to thesupplier ?

3.11.4 Will you create action plans/tasks for defective materials?3.11.5 Will you be required to capture costs for material that is inspected as a result

of a stock purge?3.11.6 Will you have a need to inspect/re-inspect defective material found in your

stockroom or on the production floor?

3.12 QM in MM - Quality notifications with complaint against vendor - creating andprocessing of quality notifications



3.12.1 "In your company, who is responsible for the receipt or creation of qualitynotifications?

Call center organizational unit etc.?"3.12.2 "In your company, who is responsible for processing the quality notifications

that have been created?Coordination"

3.12.3 "Do you want to use different notification types?Background: A customer may want to use the same notification types, for example,customer complaint in different plants or according to different criteria."

3.12.4 "Do you want to create notifications using copy models?

Customizing: Define initial screens for notifications."3.12.5 "How do you prioritize incoming notifications (complaints, queries and so on)?

For example: ""Very high"", ""high"" etc."

3.12.6 "Do you define specific periods of time for processing notifications?Processing period for specific notification priorities."

3.12.7 "List the business partners (internal and/or external) whose addressinformation you require when creating the notification. Add other business partners,

if necessary.

Partner definition."3.12.8 "How do you describe the problem? Do you use a verbal description orstandard codes?

Coding: Definiton of catalog profile"3.12.9 "Do you want to use specific catalogs for each material in notification

processing?Warning: Definition of catalog profile in material master: If necessary, provide a

structure according to material type, since material-specific catalogs increase theamount of data to be maintained (such as catalogs etc.)."

3.12.10 "Do you record the performed activities that solved the customer problem ina standardized way (for example, using standardized codes) in order to evaluate

possible solutions for a problem?

Coding of tasks, items and activities."3.12.11 "Do you want to attach electronic documents (for example, inspection

reports) to the notification?Linking of quality notifications to the Document Management System."

3.12.12 "Do you assign a responsible person to each task?Note: An incorrect assignment is usually the result of a problem with the

documentation."

3.12.13 "Do you have ad-hoc tasks that you always carry out for differentnotification types or priorities? If so, describe these tasks.

Definiton of response profiles."3.12.14 "Do you want the person or coordinator responsible for a task to be notified

automatically by the system?User-based workflow definition or definition using HR reporting structure."

3.12.15 "How do you want to structure the layout of your notification with regard tothe problem description, execution, items, tasks, activities?

Note: This applies to all notification types (Q1,Q2,Q3 etc.)."3.12.16 "Do you want to advise your employees of ""related notifications"" during

notification processing?Setting of screen group 025 ""Related notifications""."

3.12.17 "Do you want to allow or prevent certain procedures based on businessprocesses/events?

Definiton of user status."



3.12.18 "Which shop papers do you use to process notifications?Documents that are usually sent to the nofication addressee (such as confirmation of

receipt, interim notices, 8D reports)."3.12.19 "How many notifications do you receive each day or each year?

Defining number ranges for notifications."3.12.20 "How is a quality notification processed in your company? Describe the

process for external or internal notifications.Designing action box with sequential processing."

3.13 QM in MM - Information system - Evaluations in the Quality Information System

3.13.1 "Please describe in detail the different analyses/reports that you will use.For each report, specify the receiver of the report, the reporting frequency and

content of the report. The content should describe the key figures of the report andstate the different levels, at which these key figures are aggregated."

3.14 QM in Production - Inspection during production - Inspection lot creation

3.14.1 "For which production/manufacturing types are inspections during productionto be performed?Discrete manufacturing, repetitive or process manufacturing"

3.14.2 "Do you want to create manual inspection lots with reference to theproduction order?

Early inspection lot, maintenance of a customer-defined inspection type for theinspection lot origin."

3.14.3 "For which production order types do you carry out QM inspections?Reference to control of inspection types for order types (table T399X)."

3.14.4 "Will you be recording several results for a characteristic?Reference to inspection point topics."

3.14.5 "For which objects will you be recording results?

Example for inspection point settings: Wire basket, shift, cylinder."3.14.6 "How often do you want to inspect the objects given above?

For example: Every 100 pieces, every hour etc."3.14.7 "Do you want to use inspections during production to check stock of goods

receipts from production?Reference to early inspection lot, (type 04)."

3.14.8 "Do you want to plan an initial run for production inspection lots?

Creation of inspection lot before order release (manual) or with release of production order (automatically)."

3.14.9 "Do you want inspection documents (such as inspection instruction, sample-drawing instruction) to be printed at inspection lot creation? If so, in which work

center are the documents to be printed?Indicator for print control in Customizing for the inspection type; Settings in the work

center."3.14.10 "Do you want to use quality inspections for external processing operations?

Detail screen in the operation of the routing and make inspection type settings."3.14.11 "Describe the inspection instructions and specification, as well as all other

documents relevant to the quality inspection.Flag for print control in Customizing for the inspection type."

3.14 QM in Production - Inspection during production - Sample Calculation and

Sample Management




3.14.2 Should digital signature be used during sample-drawing?3.14.3 Do you want to create sample labels? If so, describe the layout, size and

content as well as the location/printer at/on which they are to be created.3.14.4 "Should physical samples be stored and checked for a specified period of

time?Storage locations and duration."3.14.5 "Will you define procedures for physical-sample drawing based on different

inspection procedures?

Inspection planning"3.14.6 "Are characteristics for physical samples directly assigned?

This procedure is specific to the chemical and pharmaceutical industry sectors."3.14.7 In addition to planned physical samples, will you manually create physical

samples for an inspection lot?3.14.8 What is to trigger the manual creation of physical samples?

3.14.9 "How and according to which criteria are inspection characteristics to bedynamically modified?

Inspection characteristics (see also QM master data)."

3.14.10 "When are inspections to be dynamically modified (dynamic modificationupdate)?When the inspection lot is created, or once the usage decision has been made?"

3.14.11 "Are you using special sampling schemes in production?Single or multiple sampling schemes."

3.15 QM in Production - Inspection during production - Results Recording

3.15.1 "How are you recording inspection results (for example by units to be

inspected, for all lots, for all inspection points or for all samples)?Transaction QE51N."

3.15.2 How do you record results for inspections during production in your company?

(for example, qualitative, quantitative, variable, summarized, classed, singlevalues)?

3.15.3 "Will you perform defects recording in addition to or as an alternative toresults recording by inspection characteristics?

See also the following process ""Defects recording""."3.15.4 Do you want to use calculated characteristics?

3.15.5 Should unplanned, conditional or calculated characteristics be used?

3.15.6 How are inspection results to be valuated (for example, by comparing valuesto tolerance ranges, number of noncomforming units, manually or automatically,

with valuation rules or user settings?).3.15.7 Does the recording of specific results automatically create a defect and quality


Definition of activity groups."3.15.9 "Will you use digital signatures to authenticate the user's identity during

results recording? ndustries.)Note: The requirement applies primarily to the chemical and pharmaceutical

sectors."3.15.10 Is the operation sequence and the existence of inspection results to be

checked?3.15.11 "Will you be using control charts to evaluate inspection results and to

monitor production? If so, which control charts will you be using (x-bar, mean-value



chart and so on)The indicator in Customizing for control charts must not be set for modal control

charts (control chart on results recording screen)."3.15.12 "What criteria do you use to group together inspection results for control

charts?SPC criteria define whether you run separate or joint control charts for different

orders, work centers, materials, manufacturers or customers."3.15.13 "Are your materials managed in batches? If so, answer the followingquestions.

Batch number allocation."

3.15.14 "Will you have several batches for a production order?Partial lot assignment/batch number allocation at production order header level."

3.15.15 "Will batches be classified based on inspection results?Linking of master inspection characteristic / class characteristic."

3.15.16 "Will you be recording quality inspection costs for inspections duringproduction?

Note: Costs are recorded at operation level; Settings for activity types / default costrecords; Recording of actual inspection duration; Quality costs are settled to the PP

order."

3.15.17 Should inspection results be printed? If so, at what stage and on whichprinter?3.15.18 Give examples of typical inspection instructions that you use in your

company3.15.19 Should a quality notification be created and sent to the appropriate party


allowed?3.15.21 "Do you want user-specific worklists with automatic, dynamic display?

For example: Have the system make the date settings (current date plus x days,minus y days and so on). This also applies to other selection fields."

3.15.22 "Which criteria are to be used for inspection point completion?

Quantity confirmation/ automatic confirmation / partial lot assignment"

3.16 QM in Production - Inspection during production - DefectsRecording

3.16.1 "Will you perform defects recording in addition to or as an alternative to

results recording by inspection characteristics?


Describe the current structure of the defect codes.3.16.3 "Describe how you classify defects (for example, major defect or minor

defect).Defect class"

3.16.4 "Do you want to trigger a follow-up activity (Workflow) for specific defectclasses, to document the processing of defects?

Activation of a quality notification (table TQ17)."3.16.5 Are the defects relevant for the calculation of the quality score?

3.17 QM in Production - Inspection during production - Usage Decision3.17.1 "Who should make usage decisions for the inspection?

Reference to authorizations."3.17.2 Do you want automatic usage decisions in inspections during production?

3.17.3 "Please provide a list of your usage decision codes.



Example: A - Accepted A1 - Acceped as a lower grade material R - Reject scrap R1 -Rework the rejected quantity"

3.17.4 Will you calculate quality scores based on the usage decision? Describe howquality scores are calculated.

3.17.5 "Will you be using automatic follow-up actions that are triggered by usagedecisions? Describe these. spection lot is rejected or subsequent delivery).

For example: E-mail to the purchasing department if there is a complaint concerningan inspection lot, subsequent delivery, printing of shop papers etc."3.17.6 Will you use digital signatures to authenticate a user's identity in the usage

decision process? (Note: This requirement applies primarily to the chemical and

pharmaceutical industries.)

3.18 QM in Production - QI for Goods Receipt from Production - Inspection LotCreation

3.18.1 "For which production/manufacturing types do you want to inspect the

""goods receipt from production"" in the warehouse?Discrete manufacturing, repetitive manufacturing or process manufacturing."

3.18.2 "Will you be creating inspections at goods receipt from production

automatically or manually?Final inspections in production"3.18.3 Are the goods to be posted to inspection stock (once the goods have been

received by the warehouse from production)?3.18.4 "Do you want to set up an inspection lot approval procedure?

Maintenance of the material authorization in the QM view of the material master."3.18.5 "Will you be recording several results for a characteristic?

Reference to inspection point topics."3.18.6 "For which objects will you be recording results?

Example for inspection point settings: Wire basket, shift, cylinder."3.18.7 "How often do you want to inspect the objects given above?

For example: Every 100 pieces, every hour etc."

3.18.8 "Describe the inspection instructions and specification, as well as all otherdocuments relevant to the quality inspection.

Flag for print control in Customizing for the inspection type."3.18.9 At which stage or on which printer do you want to print the documents?

3.19 QM in Production - QI for Goods Receipt from Production - Sample Calculation

and Sample Management


3.19.2 Should digital signature be used during sample-drawing?3.19.3 Do you want to create sample labels? If so, describe the layout, size and

content as well as the location/printer at/on which they are to be created.3.19.4 "Should physical samples be stored and checked for a specified period of

time?Storage locations and duration."

3.19.5 "Will you define procedures for physical-sample drawing based on differentinspection procedures?

Inspection planning"3.19.6 In addition to planned physical samples, will you manually create physical

samples for an inspection lot?3.19.7 What is to trigger the manual creation of physical samples?

3.19.8 "How and according to which criteria are inspection characteristics to be



dynamically modified?Inspection characteristics (see also QM master data)."

3.19.9 "When are inspections to be dynamically modified (dynamic modificationupdate)?

When the inspection lot is created, or once the usage decision has been made?"3.19.10 "Describe the inspection instructions and specification, as well as all other

documents relevant to the quality inspection.Flag for print control in Customizing for the inspection type."3.19.11 "Describe the type of intervals, at which you want to inspect (time-based,

quantity-based or freely defined?).

Inspection point reference in results recording (routing header and operation detaillevel)."

3.19.12 "Is the sample-drawing instruction and/or inspection instruction to beprinted? Describe the content and the layout (barcoding).

Definition of SAPscript forms / layouts."3.19.13 "Will you plan a sufficient number of physical samples for several

inspections/inspection characteristics?Note the partial lot assignment in the sample-drawing procedure and in the details

for the inspection characteristics in the task list."

3.20 QM in Production - QI for Goods Receipt from Production - Results Recording

3.20.1 "How are you recording inspection results (for example by units to beinspected, for all lots, for all inspection points or for all samples)?

Transaction QE51N."3.20.2 How does your company record results for goods recept inspections from

"production to warehouse"? (for example qualitative, quantitative, attributive,variable, summarized, classed, single values)


See also the following process ""Defects recording""."




notification? Is a workflow be triggered? Provide an example.

3.20.8 "Describe the different authorization levels for inspectors.Definition of activity groups."

3.20.9 "Will you use digital signatures to authenticate the user's identity duringresults recording? ndustries.)

Note: The requirement applies primarily to the chemical and pharmaceuticalsectors."

3.20.10 "Will you be using control charts to evaluate inspection results and tomonitor production? If so, which control charts will you be using (x-bar, mean-value

chart and so on)The indicator in Customizing for control charts must not be set for modal control

charts (control chart on results recording screen)."3.20.11 "What criteria do you use to group together inspection results for control

charts?SPC criteria define whether you run separate or joint control charts for different

orders, work centers, materials, manufacturers or customers."



3.20.12 "Are your materials managed in batches? If so, answer the followingquestions.

Batch number allocation."3.20.13 "Will you have several batches for a production order?

Partial lot assignment/batch number allocation at production order header level."3.20.14 "Will batches be classified based on inspection results?

Linking of master inspection characteristic / class characteristic."3.20.15 "Will you be recording quality inspection costs for inspections duringproduction?

Note: Costs are recorded at operation level; Settings for activity types / default cost

records; Recording of actual inspection duration; Quality costs are settled to the PPorder."

3.20.16 Should inspection results be printed? If so, at what stage and on whichprinter?

3.20.17 Give examples of typical inspection instructions that you use in yourcompany

3.20.18 Should a quality notification be created and sent to the appropriate partybased on an inspection? If so, which party?

3.20.19 Is there to be only one quality notification or are more quality notifications

allowed?3.20.20 "Do you want user-specific worklists with automatic, dynamic display?For example: Have the system make the date settings (current date plus x days,

minus y days and so on). This also applies to other selection fields."3.20.21 "Which criteria are to be used for inspection point completion?

Quantity confirmation/ automatic confirmation / partial lot assignment"

3.21 QM in Production - QI for Goods Receipt from Production - Defects Recording



3.21.2 Will you use defect codes and code groups to catalog and determine defects?Describe the current structure of the defect codes.

3.21.3 "Describe how you classify defects (for example, major defect or minordefect).

Defect class"3.21.4 "Do you want to trigger a follow-up activity (Workflow) for specific defect

classes, to document the processing of defects?

Activation of a quality notification (table TQ17)."3.21.5 Are the defects relevant for the calculation of the quality score?

3.22 QM in Production - QI for Goods Receipt from Production - Usage Decision

3.22.1 "Who should make usage decisions for the inspection?

Reference to authorizations."3.22.2 Do you want automatic usage decisions to be made for goods receipts from

production?3.22.3 "Please provide a list of your usage decision codes.

Example: A - Accepted A1 - Acceped as a lower grade material R - Reject scrap R1 -Rework the rejected quantity"

3.22.4 Describe the inventory posting types that are triggered by a usage decision.3.22.5 "Are there inspection characteristics, which should be inspected over a long

period of time?



Short-term usage decision"3.22.6 Will you calculate quality scores based on the usage decision? Describe how



an inspection lot, subsequent delivery, printing of shop papers etc."3.22.8 Will you use digital signatures to authenticate a user's identity in the usagedecision process? (Note: This requirement applies primarily to the chemical and

pharmaceutical industries.)

3.22.9 Is there an automatic proposal for batch valuation?3.22.10 "Will your batches be classified?

Transfer of characteristic values to the batch."3.22.11 Will you make usage decisions for partial lots?

3.23 QM in Production - Internal Quality notifications

3.23.1 Will you process quality-related problems and complaints as part of your

quality management program? Please describe.

3.23.2 "Describe your corrective action program, including possible follow-upactivities and the events that trigger these activities.Describe your corrective action program, including possible follow-up activities and

the events that trigger these activities."3.23.3 "Will you monitor internal response to quality notifications and compliance

with the tasks assigned as part of your corrective action program? Please describe.Will you monitor internal response to quality notifications and compliance with the

tasks assigned as part of your corrective action program? Please describe."3.23.4 Will you manage quality-related costs for quality problems or is a weighted

measurement sufficient to evaluate problem severity? Please describe.3.23.5 Will you use workflow in order to automate the processing of corrective

action? Provide an example.

3.23.6 Provide a copy of your document archiving method if available. If this is notavailable, describe your specific archiving requirements.

3.23.7 Will you record nonconformity costs (for example, costs for rework,warranties or defects)?. If so, describe how you determine these costs.

3.23.8 Desribe how you will manage non-conformity costs.3.23.9 Should defects be classified according to additional criteria?

3.24 QM in Production - Internal Quality notifications - Creation and Processing of Quality Notifications

3.24.1 "In your company, who is responsible for the receipt or creation of quality

notifications?Call center organizational unit etc.?"

3.24.2 "In your company, who is responsible for processing the quality notificationsthat have been created?

Coordination"3.24.3 "Do you want to use different notification types?

Background: A customer may want to use the same notification types, for example,customer complaint in different plants or according to different criteria."

3.24.4 "Do you want to create notifications using copy models?Customizing: Define initial screens for notifications."

3.24.5 "How do you prioritize incoming notifications (complaints, queries and so on)?






if necessary.Partner definition."3.24.8 "How do you describe the problem? Do you use a verbal description or

standard codes?

Coding: Definiton of catalog profile"3.24.9 "Do you want to use specific catalogs for each material in notification

processing?Warning: Definition of catalog profile in material master: If necessary, provide a



possible solutions for a problem?

Coding of tasks, items and activities."3.24.11 "Do you want to attach electronic documents (for example, inspectionreports) to the notification?

Linking of quality notifications to the Document Management System."3.24.12 "Do you assign a responsible person to each task?

Note: An incorrect assignment is usually the result of a problem with thedocumentation."

3.24.13 "Do you have ad-hoc tasks that you always carry out for differentnotification types or priorities? If so, describe these tasks.

Definiton of response profiles."3.24.14 "Do you want the person or coordinator responsible for a task to be notified

automatically by the system?

User-based workflow definition or definition using HR reporting structure."3.24.15 "How do you want to structure the layout of your notification with regard to

the problem description, execution, items, tasks, activities?Note: This applies to all notification types (Q1,Q2,Q3 etc.)."

3.24.16 "Do you want to advise your employees of ""related notifications"" duringnotification processing?

Setting of screen group 025 ""Related notifications""."


Definiton of user status."3.24.18 "Which shop papers do you use to process notifications?

Documents that are usually sent to the nofication addressee (such as confirmation of receipt, interim notices, 8D reports)."

3.24.19 "How many notifications do you receive each day or each year?Defining number ranges for notifications."

3.24.20 "How is a quality notification processed in your company? Describe theprocess for external or internal notifications.

Designing action box with sequential processing."

3.25 QM in Production - Information system - Evaluations in the Quality InformationSystem



3.25.1 "Please describe in detail the different analyses/reports that you will use.For each report, specify the receiver of the report, the reporting frequency and

content of the report. The content should describe the key figures of the report andstate the different levels, at which these key figures are aggregated."

3.26 QM in Sales and Distribution - Customer Specific inspection Specifications

3.26.1 Should unplanned inspection characteristics be included?3.26.2 "Should planned inspection characteristics from inspection plans/routings be

hidden?

Object dependencies"3.26.3 "Should limits be changed?

Characteristic limits, specification limits"3.26.4 "Do you use batch determination?

If yes, link master inspection characteristics - class characteristics"3.26.5 Do you want to change the inspection specifications for quality inspections at

delivery using batch determination?3.26.6 Which characteristics are to affect batch determination?

3.27 QM in Sales and Distribution - Quality Inspection for Delivery and ReturnDelivery

3.27.1 "Will you process quality inspections for deliveries to customers? Pleasedescribe the procedures you use.

These checks could be carried out either in addition to or instead of procurementchecks or production checks if the customer specifically requests."

3.27.2 Will you maintain inspection specifications or a quality level specific forcustomers, and process different quality inspections depending on the customer?

3.27.3 "Should inspections be suppressed for selected customers orcustomer/material combinations, or should goods issue occur despite an

unsuccessful inspection?

Quality control QM im SD"3.27.4 How and according to which criteria should quality inspections for delivery be

dynamically modified?3.27.5 Do you want to perform different quality inspections for each customer?

3.27.6 Do you want to perform different inspections for each usage in the sales

order?

3.27.7 Will you be carrying out quality inspections on material that has been

returned by the customer?3.27.8 Describe the quality inspection process for customer returns.

3.27.9 Will your inspection process for materials returned from customers be thesame or different than your inspection process for new materials.

3.28 QM in Sales and Distribution - Quality Inspection for Delivery and Return

Delivery - Inspection Lot Creation

3.28.1 How and when should inspection lots be created for the delivery?3.28.2 "Describe the inspection instructions and specification, as well as all other

documents relevant to the quality inspection.Flag for print control in Customizing for the inspection type."

3.28.3 "Describe the type of intervals, at which you want to inspect (time-based,quantity-based or freely defined?).

Inspection point reference in results recording (routing header and operation detail



level)."3.28.4 Do you want to print inspection instructions and sample-drawing instructions

immediately at inspection lot creation?

3.29 QM in Sales and Distribution - Quality Inspection for Delivery and ReturnDelivery - Results Recording







Definition of activity groups."

3.29.7 "Will you use digital signatures to authenticate the user's identity duringresults recording? ndustries.)Note: The requirement applies primarily to the chemical and pharmaceutical

sectors."3.29.8 Should inspection results be printed? If so, at what stage and on which

printer?3.29.9 Give examples of typical inspection instructions that you use in your company

3.29.10 Should a quality notification be created and sent to the appropriate party


allow

3.29.12 "Do you want user-specific worklists with automatic, dynamic display?For example: Have the system make the date settings (current date plus x days,

minus y days and so on). This also applies to other selection fields."3.29.13 "Will you use control charts to evaluate inspection results?

Level, material, lot, characteristic, work center et"3.29.14 Will you record the costs for the quality inspection? If yes, will it be recorded

by an annual order for each material or by separate orders for each material?

3.29.15 Will you create internal QM orders to record inspection costs for allmaterials/inspection lots for a given period (general QM order)?

3.29.16 Will you record and evaluate inspection costs for individual inspection lots(individual QM orders)?

3.29.17 Will you use standard cost records for each type of inspection activity?Which activity types or rates are used?

3.29.18 Will you define and confirm the actual inspection time for each inspectionoperation?

3.29.19 "What type of inspection activities (for example, machine, labor) are to berecorded in your inspection process?

Activity types for appraisal costs."3.29.20 Describe how and when you want to settle quality costs (assign the

calculated costs from the QM order to another cost center).3.29.21 How frequently will you perform settlement?

3.29.22 "Do you want to trigger the workflow if the control limits are exceeded



(creation of a defect record)?Creation of a quality notification from the valuation of the results."

3.29.23 "Do you want a simple recording of defects (that is an inspection withoutinspection plan)?

Defects recording for the inspection lot."3.29.24 Will you record results for inspection points during the production process?

3.29.25 Which type of interval (time-related, quantity-related, or freely defined) willyou use to perform inspections?3.29.26 "Should results for electrical test equipment be automatically copied?

QM-IDI"

3.29.27 Should inspection results be evaluated within the SAP System or usinganother system (for example, a special statistics program)?

3.29.28 "Should times for inspection operations be confirmed?Reference to QM order master data"

3.29.29 Should inspection results be recorded based on the operation or for partiallots?

3.30 QM in Sales and Distribution - Quality Inspection for Delivery and Return

Delivery - Defects Recording



Describe the current structure of the defect codes.3.30.3 "Describe how you classify defects (for example, major defect or minor

defect).Defect class"

3.30.4 "Do you want to trigger a follow-up activity (Workflow) for specific defectclasses, to document the processing of defects?

Activation of a quality notification (table TQ17)."

3.30.5 Are the defects relevant for the calculation of the quality score?

3.31 QM in Sales and Distribution - Quality Inspection for Delivery and ReturnDelivery - Usage Decision

3.31.1 "Who should make usage decisions for the inspection?

Reference to authorizations."

3.31.2 Should automatic usage decisions be made for quality inspections fordelivery?

3.31.3 "Please provide a list of your usage decision codes.Example: A - Accepted A1 - Acceped as a lower grade material R - Reject scrap R1 -

Rework the rejected quantity"3.31.4 Will you record all inspection results prior to posting a usage decision? Are

there any exceptions (inspection termination)?3.31.5 Will you record all inspection results prior to posting a usage decision? Are

there any exceptions (inspection termination)?3.31.6 Will you calculate quality scores based on the usage decision? Describe how



an inspection lot, subsequent delivery, printing of shop papers etc."



3.31.8 Will you use digital signatures to authenticate a user's identity in the usagedecision process? (Note: This requirement applies primarily to the chemical and

pharmaceutical industries.)3.31.9 Is there an automatic proposal for batch valuation?

3.31.10 "Will your batches be classified?Transfer of characteristic values to the batch."

3.31.11 Will you make usage decisions for partial lots?

3.32 QM in Sales and Distribution - Certificate Creation - Creation of a Quality

Certificate

3.32.1 "Which types of certificate will you create for your customers?

For example, certificate of analysis, inspection certificate"3.32.2 Describe the typical layout that you use for quality certificates.

3.32.3 Name the essential data for the certificate.3.32.4 Do you create user-specific quality certificates (layout)? If yes, are there

differences in the layout and data contents? Give example copies.3.32.5 "Which texts and information should the certificates contain?

For example, references to country norms or other comments"

3.33 QM in Sales and Distribution - Certificate Creation - Certificate Profile andProfile Assignment

3.33.1 Is the selection, display, and data source for the characteristic data user-

specific, material-specific, or general?3.33.2 "Should quality certificates only contain information about the finished

product or also data about components from the production chain?Reference: Requirement for batch where-used list"

3.33.3 Describe the origins of the characteristic data.3.33.4 "At which level can certificate profiles be assigned?

For example, material, material / customer"

3.34 QM in Sales and Distribution - Certificate Creation - Edit Recipient of Quality

Certificate

3.34.1 Should quality certificates be created manually for delivery?3.34.2 Should quality certificates be automatically created for delivery?

3.34.3 Do you create certificates manually for batches?

3.34.4 Do you create certificates manually for inspection lots?3.34.5 "When are quality certificates created during delivery processing?

For example, after picking is complete, after goods receipt, at any time,…"3.34.6 Should a separate certificate be printed for each batch split item?

3.34.7 Should several certificate copies be sent to different recipients?3.34.8 "Where and how are certificates printed?

Printer, fax or e-mail"3.34.9 "Should outgoing certificates be archived?

ArchiveLink"3.34 QM in Sales and Distribution - Q notifications for a customer complaint -

Creation and Processing of Quality notifications3.34.1 "In your company, who is responsible for the receipt or creation of quality

notifications?Call center organizational unit etc.?"

3.34.2 "In your company, who is responsible for processing the quality notifications



that have been created?Coordination"

3.34.3 "Do you want to use different notification types?Background: A customer may want to use the same notification types, for example,

customer complaint in different plants or according to different criteria."3.34.4 "Do you want to create notifications using copy models?

Customizing: Define initial screens for notifications."3.34.5 "How do you prioritize incoming notifications (complaints, queries and so on)?




if necessary.Partner definition."

3.34.8 "How do you describe the problem? Do you use a verbal description orstandard codes?

Coding: Definiton of catalog profile"

3.34.9 "Do you want to use specific catalogs for each material in notificationprocessing?Warning: Definition of catalog profile in material master: If necessary, provide a



possible solutions for a problem?Coding of tasks, items and activities."

3.34.11 "Do you want to attach electronic documents (for example, inspectionreports) to the notification?

Linking of quality notifications to the Document Management System."

3.34.12 "Do you assign a responsible person to each task?Note: An incorrect assignment is usually the result of a problem with the

documentation."3.34.13 "Do you have ad-hoc tasks that you always carry out for different

notification types or priorities? If so, describe these tasks.Definiton of response profiles."

3.34.14 "Do you want the person or coordinator responsible for a task to be notified

automatically by the system?User-based workflow definition or definition using HR reporting structure."

3.34.15 "How do you want to structure the layout of your notification with regard tothe problem description, execution, items, tasks, activities?

Note: This applies to all notification types (Q1,Q2,Q3 etc.)."3.34.16 "Do you want to advise your employees of ""related notifications"" during

notification processing?Setting of screen group 025 ""Related notifications""."


Definiton of user status."3.34.18 "Which shop papers do you use to process notifications?

Documents that are usually sent to the nofication addressee (such as confirmation of receipt, interim notices, 8D reports)."

3.34.19 "How many notifications do you receive each day or each year?



Defining number ranges for notifications."3.34.20 "How is a quality notification processed in your company? Describe the

process for external or internal notifications.Designing action box with sequential processing."

3.34.21 Do you allow your customers to create complaints in your system using theInternet?

3.25 QM in Sales and Distribution - Evaluations in the Quality Information System

3.25.1 "Please describe in detail the different analyses/reports that you will use.

For each report, specify the receiver of the report, the reporting frequency andcontent of the report. The content should describe the key figures of the report and

state the different levels, at which these key figures are aggregated."