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LO725 QM in SD/Certificates

LO725

Release 46C 13.01.2003


LO725 QM in SD/Certificates ................................................................................ 0-1
Copyright ..........................................................................................................................................0-2
Quality Management (QM)............................................................................................................................ 0-3
Course Prerequisites....................................................................................................................................... 0-4
Target Group .................................................................................................................................................. 0-5
Course Overview ..............................................................................................................................1-1
Course Goals .................................................................................................................................................. 1-2
Course Objectives .......................................................................................................................................... 1-3
Course Content............................................................................................................................................... 1-4
Course Overview Diagram............................................................................................................................. 1-5
Main Business Scenario ................................................................................................................................. 1-6
Basics ...............................................................................................................................................2-1
Basics: Unit Objectives .................................................................................................................................. 2-2
Basics: Course Overview Diagram ................................................................................................................ 2-3
Basics: Business Scenario .............................................................................................................................. 2-4
Overview........................................................................................................................................................ 2-5
Make-To-Order Production............................................................................................................................ 2-6
Make-To-Stock Production............................................................................................................................ 2-7
Complaints and Returns Processing ............................................................................................................... 2-8
Basics: Unit Summary ................................................................................................................................... 2-9
Overview of Quality Certificates .......................................................................................................3-1
Overview of Quality Certificates: Unit Objectives ........................................................................................ 3-2
Overview of Quality Certificates: Course Overview Diagram ...................................................................... 3-3
Overview of Quality Certificates: Business Scenario .................................................................................... 3-4
Areas .............................................................................................................................................................. 3-5
Planning and Processing ................................................................................................................................ 3-6
Basic Concepts in Certificate Planning .......................................................................................................... 3-7
Overview of Certificates: Processing ............................................................................................................. 3-8
Overview of Quality Certificates: Unit Summary.......................................................................................... 3-9
Data for the Exercises .................................................................................................................................. 3-10
Overview of Quality Certificates Exercises ................................................................................................. 3-12
Overview of Quality Certificates Solutions ................................................................................................. 3-14
Certificate Profile ..............................................................................................................................4-1
Certificate Profile: Unit Objectives................................................................................................................ 4-2
Certificate Profile: Course Overview Diagram .............................................................................................. 4-3
Certificate Profile: Business Scenario............................................................................................................ 4-4
Certificate Profile as a Planning Tool ............................................................................................................ 4-5
Certificate Profile: Planning Steps ................................................................................................................. 4-6
Certificate Profile: Planning Steps ................................................................................................................. 4-7
Certificate Profile: Planning Steps ................................................................................................................. 4-8
Example of a Certificate................................................................................................................................. 4-9
Example of a Certificate............................................................................................................................... 4-10
Example of a Certificate............................................................................................................................... 4-11
Example of a Certificate............................................................................................................................... 4-12
Example of a Certificate............................................................................................................................... 4-13
Certificate Characteristics: Data Origin ....................................................................................................... 4-14
Settings for the Data Origin ......................................................................................................................... 4-15
Certificate Characteristics: Output Control.................................................................................................. 4-16
Settings for Output Control.......................................................................................................................... 4-17
Required Certificate Characteristic .............................................................................................................. 4-18
Certificate Characteristics: Additional Texts ............................................................................................... 4-19
Settings for Additional Texts ....................................................................................................................... 4-20
Settings for the Result Selection Level ........................................................................................................ 4-21
Creating Certificate Characteristics ............................................................................................................. 4-22
Copying Characteristics from Task Lists ..................................................................................................... 4-23
Certificate Characteristics: Category ........................................................................................................... 4-24
Characteristics from Batches in the Production Chain................................................................................. 4-25
Batch Where-Used List ................................................................................................................................ 4-26
Planning in the Certificate Profile................................................................................................................ 4-27
Stock Transfers ............................................................................................................................................ 4-28
Change Documents for the Certificate Profile ............................................................................................. 4-29
Deleting a Certificate Profile ....................................................................................................................... 4-30
Certificate Profile: Versions......................................................................................................................... 4-31
Certificate Profile Assignment ..................................................................................................................... 4-32
Validity Period for the Assignment.............................................................................................................. 4-33
Assignment Transactions ............................................................................................................................. 4-34
Displaying Certificate Profile Assignments ................................................................................................. 4-35
Certificate Profile: Unit Summary ............................................................................................................... 4-36
Certificate Profile Exercises......................................................................................................................... 4-37
Certificate Profile Solutions ......................................................................................................................... 4-43
Certificate Creation...........................................................................................................................5-1
Certificate Creation: Unit Objectives ............................................................................................................. 5-2
Certificate Creation: Course Overview Diagram ........................................................................................... 5-3
Certificate Creation: Business Scenario ......................................................................................................... 5-4
Certificate Recipient ...................................................................................................................................... 5-5
Output Types.................................................................................................................................................. 5-6
Partner Functions for the Customer ............................................................................................................... 5-7
Certification Creation in the Delivery Process............................................................................................... 5-8
Output Determination: Procedure .................................................................................................................. 5-9
Output Determination: Output Type ............................................................................................................ 5-10
Output Determination: Access Sequence ..................................................................................................... 5-11
Output Determination .................................................................................................................................. 5-12
Output Determination and Processing.......................................................................................................... 5-13
Manual Certificate for Inspection Lot / Batch.............................................................................................. 5-14
Quality Certificates on the World Wide Web .............................................................................................. 5-15
Quality Certificates for Deliveries on the Internet ....................................................................................... 5-16
Certificate Transfer ...................................................................................................................................... 5-17
Electronic Certificate Transmission: Overview ........................................................................................... 5-18
Transfer of Inspection Results to the Certificate.......................................................................................... 5-19
Certificate Creation: Unit Summary ............................................................................................................ 5-20
Certificate Creation Exercises...................................................................................................................... 5-21
Certificate Creation Solutions ...................................................................................................................... 5-26
Certificates with Batch Determination ..............................................................................................6-1
Certificates with Batch Determination: Unit Objectives................................................................................ 6-2
Certificates with Batch Determination: Course Overview Diagram .............................................................. 6-3
Certificates with Batch Determination: Business Scenario ............................................................................ 6-4
Supplementary Note: Batch Classification..................................................................................................... 6-5
Batch Classification: Material and Batch....................................................................................................... 6-6
Principles of Batch Determination ................................................................................................................. 6-7
Batch Determination in Sales......................................................................................................................... 6-8
Certificate with Limits from Batch Determination ........................................................................................ 6-9
Certificate Characteristics Category............................................................................................................. 6-10
Certificates with Batch Determination: Unit Summary ............................................................................... 6-11
Certificates with Batch Determination Exercises......................................................................................... 6-12
Certificates with Batch Determination Solutions ......................................................................................... 6-13
Quality Inspection for Delivery..........................................................................................................7-1
Quality Inspection for Delivery: Unit Objectives .......................................................................................... 7-2
Quality Inspection for Delivery: Course Overview Diagram......................................................................... 7-3
Quality Inspection for Delivery: Business Scenario ...................................................................................... 7-4
Overview........................................................................................................................................................ 7-5
Quality Inspection Stage in Shipping............................................................................................................. 7-6
Control of QM in SD ..................................................................................................................................... 7-7
Quality Inspections for Each Usage ............................................................................................................... 7-8
Prerequisites: System Settings ....................................................................................................................... 7-9
Prerequisites: Material and Inspection Plan ................................................................................................. 7-10
Batch Split.................................................................................................................................................... 7-11
Batch Split and Partial Lots.......................................................................................................................... 7-12
Inspection According to Specifications forBatch Determination................................................................. 7-13
Quality Inspection for Delivery: Unit Summary .......................................................................................... 7-14
Quality Inspection for Delivery Exercises ................................................................................................... 7-15
Quality Inspection for Delivery Solutions.................................................................................................... 7-19
Configuration and Inspection Specifications ....................................................................................8-1
Configuration and Inspection Specifications: Unit Objectives ...................................................................... 8-2
Configuration and Inspection Specifications: Course Overview Diagram..................................................... 8-3
Configuration and Inspection Specifications: Business Scenario .................................................................. 8-4
Sales & Distribution Logistics (1):From Sales Order to Delivery ................................................................. 8-5
Sales & Distribution Logistics (2):From Sales Order to Delivery ................................................................. 8-6
Configuration and Inspection Specifications ................................................................................................. 8-7
Prerequisites from the QM View ................................................................................................................... 8-8
Characteristic Specifications from the Variant Configuration ....................................................................... 8-9
Characteristic Specifications: Which takes precedence? ............................................................................. 8-10
Object Dependencies.................................................................................................................................... 8-11
Adding Characteristics ................................................................................................................................. 8-12
Configuration and Inspection Specifications: Unit Summary...................................................................... 8-13
Configuration and Inspection Specifications Exercises ............................................................................... 8-14
Configuration and Inspection Specifications Solutions ............................................................................... 8-16
Returns and Complaints Processing ................................................................................................9-1
Returns and Complaints Processing: Unit Objectives.................................................................................... 9-2
Returns and Complaints Processing: Course Overview Diagram .................................................................. 9-3
Returns and Complaints Processing: Business Scenario................................................................................ 9-4
Returns and Complaints ................................................................................................................................. 9-5
Repairs Processing Using Quality Notifications ............................................................................................ 9-6
Processing Quality Notifications.................................................................................................................... 9-7
Complaints Processing Procedure.................................................................................................................. 9-8
Posting the Returned Goods........................................................................................................................... 9-9
Processing Returns: Quality Notification..................................................................................................... 9-10
Processing Returns: Quality Inspection ....................................................................................................... 9-11
Repairs Processing Using an Inspection Lot................................................................................................ 9-12
Returns: Unit Summary................................................................................................................................ 9-13
Returns and Complaints Processing Exercises............................................................................................. 9-14
Returns and Complaints Processing Solutions ............................................................................................. 9-17
Appendix: Certificates/Setup Options.............................................................................................10-1
Certificates / Setup Options: Unit Objectives .............................................................................................. 10-2
Certificates / Setup Options: Course Overview Diagram............................................................................. 10-3
Certificates / Setup Options: Business Scenario .......................................................................................... 10-4
Certificate Form: General Data .................................................................................................................... 10-5
Certificate Form: Characteristics ................................................................................................................. 10-6
Data Origin for Characteristics .................................................................................................................... 10-7
Status Profile for Certificate Types.............................................................................................................. 10-8
Certificate Profile Determination ................................................................................................................. 10-9
Output Determination ................................................................................................................................ 10-10
Certificate Profile Enhancements............................................................................................................... 10-11
Enhancements for Certificate Creation ...................................................................................................... 10-12
Certificates / Setup Options: Unit Summary.............................................................................................. 10-13
LO725 QM in SD/Certificates

ã SAP AG 1999
ã SAP AG

n R/3 System
n Release 4.6B
n November 2000
n Material number 50038955
Copyright

Copyright 2001 SAP AG. All rights reserved.


No part of this publication may be reproduced or transmitted in
any form or for any purpose without the express permission of
SAP AG. The information contained herein may be changed
without prior notice.

All rights reserved.

ã SAP AG 2001

Trademarks:
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components of other software vendors.
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AS/400 , OS/390 , and OS/400 are registered trademarks of IBM Corporation.
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SAP EarlyWatch, BAPI, SAPPHIRE, Management Cockpit, mySAP.com Logo and mySAP.com
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over the world. All other products mentioned are trademarks or registered trademarks of their
respective companies.
Quality Management (QM)

Level 2 Level 3

LO715 3 days
QM in
Procurement

LO170 3 days LO705 3 days LO720 2 days LO750 3 days


QM in Discrete and
Quality Inspections Repetitive QM Organization and
Quality Management Configuration
Manufacturing

LO710 3 days LO721 3 days

Quality Notifications QM in the Process


Industry

LO725 2 days
QM in Sales and
Distribution / Quality
Certificates

ã SAP AG 1999
Course Prerequisites

l Required:
l LO150 Processes in Sales and
Distribution
l LO705 Quality Inspections
l LO955 Batch Management
l Recommended:
l SAP20 R/3 Overview

ã SAP AG 1999
Target Group

l Audience
n Project team leaders and members of the project team who
are responsible for QM in the SD area

l Duration: 2 days

ã SAP AG 1999
Course Overview

Contents:

l Course Goals
l Course Objectives
l Course Content
l Course Overview Diagram
l Main Business Scenario

ã SAP AG 1999

(C) SAP AG LO725 1-1


Course Goals

This course will prepare you to:

l Understand the integration of Quality


Management in the SD processes
l Describe QM-specific features for sales
processes in:
l Make-to-order production
l Make-to-stock production
l Returns

ãã SAP AG 1999
SAP AG

(C) SAP AG LO725 1-2


Course Objectives

At the conclusion of this course, you will be


able to:
l Create and plan quality certificates
l Plan inspections for a delivery and
understand the subsequent effects
l Change characteristic specifications using
variant configuration
l Give an overview of the use of QM in
returns processing

ãã SAP AG 1999
SAP AG

(C) SAP AG LO725 1-3


Course Content

Preface

Unit 1 Course Overview Unit 6 Certificates with Batch


Determination
Unit 2 Basics
Unit 7 Quality Inspection for
Unit 3 Overview of Quality Delivery
Certificates
Unit 8 Configuration and
Unit 4 Certificate Profile Inspection Specifications
Unit 5 Certificate Creation Unit 9 Returns and Complaints
Processing

Appendix

ã SAP AG 1999

(C) SAP AG LO725 1-4


Course Overview Diagram

Certificates with
Course Overview 1 Batch Determination 6
Quality Inspection
Basics 2 for Delivery 7
Overview of Quality Configuration and
Certificates 3 Inspection Specifications 8
Returns and Complaints
Certificate Profile 4 Processing 9

Certificate Creation 5

ã SAP AG 1999

(C) SAP AG LO725 1-5


Main Business Scenario

l Our company wants to implement a process for


quality assurance in sales and distribution. This
involves creating quality certificates. Deliveries
must also be inspected. In addition, we must be
able to adapt this process to suit the needs of our
company.

ã SAP AG 1999

(C) SAP AG LO725 1-6


Basics

Contents:

l Overview
l Make-To-Order Production
l Make-To-Stock Production
l Complaints and Returns Processing

ã SAP AG 1999

(C) SAP AG LO725 2-1


Basics: Unit Objectives

At the conclusion of this unit, you will be able to:


l Recognize which processes are supported by
QM in the SD environment
l Describe the connection between QM and the
different business processes in SD

ãã SAP AG 1999
SAP AG

(C) SAP AG LO725 2-2


Basics: Course Overview Diagram

Certificates with
Course Overview 1 Batch Determination 6
Quality Inspection
Basics 2 for Delivery 7
Overview of Quality Configuration and
Certificates 3 Inspection Specifications 8
Returns and Complaints
Certificate Profile 4 Processing 9

Certificate Creation 5

ã SAP AG 1999

(C) SAP AG LO725 2-3


Basics: Business Scenario

l Our company creates drugs and has a customer


master with various quality requirements. On the
whole, production occurs in the warehouse. We
provide quality certificates during delivery. We also
process complaints in QM.

ã SAP AG 1999

(C) SAP AG LO725 2-4


Overview

Return

Complaint Sales
order

Shipping Customer Purchasing

Storage Production

Inspection

ã SAP AG 1999

n The R/3 Quality Management (QM) component supports the SD processes at various stages.
Displayed here are typical process flows which involve QM, from the sales order and production to
delivery and service.

(C) SAP AG LO725 2-5


Make-To-Order Production

Sales order Production Shipping

Certificate
... <10 ppm
Quantities, Manufacture and Delivery, ... >97,5 %
agreements etc. inspect according to inspection
configuration possible

Configuration:
Characteristics,
limits

ã SAP AG 1999

n The characteristics required by the customer are specified in the configuration in the sales order.
n This enables you to have optional characteristics for an inspection during production.
n The limits that are used for the inspection are based on the configuration.
n When goods are shipped, a certificate can be included to document that the goods comply with the
customer specification.

(C) SAP AG LO725 2-6


Make-To-Stock Production

Production Sales order Shipping

Delivery, Certificate
Manufacture, Quantities, inspection
possible ... <10 ppm
inspect, & place agreements etc.
in storage ... >97,5 %

Batch determination: Characteristics, limits

ã SAP AG 1999

n The product is manufactured and inspected according to your own specifications.


n Batch determination in the sales order or in the delivery can take place according to customer-
specific requirements.
n An additional inspection can be performed for the delivery.
n When goods are shipped, a certificate can be included to document that the goods comply with the
customer specification.

(C) SAP AG LO725 2-7


Complaints and Returns Processing

Inspection Return Complaint

Inspection,
usage
decision Goods receipt Quality notification

...
Workflow

ã SAP AG 1999

n The complaint can be represented in a quality notification. All of the functions in the notification
component are available.
n A link to the Workflow helps you to process the complaint.
n If goods are returned, an inspection can be performed at their receipt.
n Different follow-up functions can take place, depending on the result of the inspection.

(C) SAP AG LO725 2-8


Basics: Unit Summary

l The configuration of a sales order can affect


inspection specifications in production.
l A certificate can be created for a delivery.
l Complaints can be documented using quality
notifications.
l Returns can be inspected when goods are received.

ã SAP AG 1999

(C) SAP AG LO725 2-9


Overview of Quality Certificates

Contents:

l Areas
l Basic Concepts in Certificate Planning
l Processing

ã SAP AG 1999

(C) SAP AG LO725 3-1


Overview of Quality Certificates: Unit Objectives

At the conclusion of this unit, you will be able to:

l Explain what factors are important when


planning certificates
l Describe when certificates are created

ãã SAP AG 1999
SAP AG

n The following slides illustrate how the planning steps can influence the content and printing
procedure of a certificate.

(C) SAP AG LO725 3-2


Overview of Quality Certificates: Course Overview
Diagram

Certificates with
Course Overview 1 Batch Determination 6
Quality Inspection
Basics 2 for Delivery 7
Overview of Quality Configuration and
Certificates 3 Inspection Specifications 8
Returns and Complaints
Certificate Profile 4 Processing 9

Certificate Creation 5

ã SAP AG 1999

(C) SAP AG LO725 3-3


Overview of Quality Certificates: Business
Scenario

l Our company creates quality certificates for our


customers, which document specific product
attributes.

ã SAP AG 1999

n An agreement between the vendor and the customer can stipulate that a certificate must be included
with the delivered goods.
n The certificate confirms that the goods meet the customer’s requirements.
n Customers use the delivered goods in their own production processes, based on the specifications.

(C) SAP AG LO725 3-4


Areas

Quality certificates

QM Certificate
planning

Certificate
processing

ã SAP AG 1999

n Certificate management is divided into the planning and processing phases.

(C) SAP AG LO725 3-5


Planning and Processing

Certificate
Certificate planning
processing

Recipient-specific Output control


contents
Find output/printer
Product-specific
contents Create certificate

Characteristic values Output variants


from production
Certificate for batch
Layout/design Certificate for
inspection lot

Archiving

ã SAP AG 1999

n Certificate planning allows you to flexibly structure your certificates.


n You plan the layout and content of the certificate.
n Control data is available for information such as lot selection, data origin, and inspection results.
n You can plan at a specific level (ship-to party, material), or generally.
n To allow automatic creation, you must maintain recipient and shipping data, and output data for the
certificate.
n Certificate processing can be automated (takes place without any input from the person responsible
for processing).
n The certificate for a delivery item is processed during the output determination procedure in SD.
n If required, you can also create a certificate manually for a batch or inspection lot (without reference
to a delivery).

(C) SAP AG LO725 3-6


Basic Concepts in Certificate Planning

Certificate planning

1:n
Certificate Profile Certificate
Form assignment
profile recipient
Material
Ship-to party
Material group

ã SAP AG 1999

n When you are planning a certificate, the following play an important part:
Ÿ You define the layout of a certificate in a SAPscript form. You structure the content of the
certificate using variables (context-sensitive text symbols and text elements).
Ÿ The selection, sequence, and origin of characteristic data, together with certain control data are
managed in the certificate profile. This means that you only need a minimum number of forms.
Ÿ In the profile assignment, you define how a certificate profile is to be used, for example, for a
series of materials.
Ÿ The certificate recipient defines who is to receive the certificate, for example, the quality
department at a customer's premises.

(C) SAP AG LO725 3-7


Overview of Certificates: Processing

Delivery
Ship-to-party
Certificate profile
• Material
• Batch Output
QM SD determination
Data from
inspection • Recipient
• Output medium
(fax/printer)
Data from • Dispatch time
batch/material • Language
classification

Certificate

R/3
ArchiveLink

Archiving certificates Goods issue

ã SAP AG 1999

n Certificate creation usually takes place when the goods are shipped and can be triggered
automatically.
n The data relating to individual characteristics, which has been defined in the certificate profile is
copied into the certificate. You can also include results from materials in the production chain in the
certificate.
n The recipient addresses are provided by the customer master data that is maintained in the Sales and
Distribution (SD) component.
n You can document the certificates that have been created, for example with optical media, using the
ArchiveLink tool.

(C) SAP AG LO725 3-8


Overview of Quality Certificates: Unit Summary

You are now able to:


l Describe the elements that go into planning
certificates
l Explain when certificates are created

ã SAP AG 1999

(C) SAP AG LO725 3-9


Data for the Exercises
Key to icons in the exercises and solutions
Exercises

Solutions

Course Objectives

Business Scenario

Tips & Tricks

Warning or Caution

Data in the exercises


Data type Data in the training system
Plant 1100
Storage location 0002
Sales organization 1020
Distribution channel 24
Division 13 or 00
Shipping point 1100
Customers T-L725##, T-L72599
Materials T-FT1##
T-HT2##
T-HT1##
T-RTA##
T-RTB##
Batches RT-##, HT-##, HT-##/2, FT-##
Output types LQCA, LQCB
Code groups N-500 Infrared spectrum
N-510 Friability
OK
Selected sets N-500 Infrared spectrum
(C) SAP AG LO725 3-10
N-510 Friability
OK / Not OK
Master inspection characteristics N-420 Purity
N-002 Melting point
N-430 Acetic acid
N-500 Infrared spectrum
N-300 Potency
N-440 Tablet weight
N-510 Friability
N-520 Label
Certificate type 0003
Batch class N-002 Melting point
General characteristics for batches N-002 Melting point
N-006 Potency
N-510 Friability
N-520 Label
Forms QM_QCERT_01 (DIN A4 format
Z_QCERT_01_LETT (LETTER
format)
Configuration class N-500 Acetylsalicylic acid
General characteristics for N-002 Melting point
configuration N-004 Purity

(C) SAP AG LO725 3-11


Overview of Quality Certificates Exercises

Unit: Overview of Quality Certificates


Topic: Basics

At the conclusion of these exercises, you will be able to:


· Create and then issue a certificate during vendor processing

A certificate is enclosed with each delivery for customer T-L72599. As


soon as the goods are picked, the certificate is enclosed.

1-1 A delivery for customer T-L72599 contains an item of your material T-HT1##. ##
is your group number.
1-1-1 Display the certificate profile for the material.
1-1-2 Make a note of the profile name and the name of the assigned form.
1-1-3 Make a note of the assigned certificate characteristic data.

1-2 Process the delivery.


1-2-1 Find your delivery using the menu path
Logistics ® Sales and Distribution ® Shipping and Transportation ®
Outbound Delivery ® Lists and Logs ® Outbound Delivery Monitor ®
Pushbutton: List outbound deliveries (transaction: VL06O)

Enter customer T-L72599 and material T-HT1##. The shipping point is


1100 and the sales organization is 1020. If no worklist is selected, choose a
greater interval for the delivery date.

Your delivery is displayed in the following list and you can switch to
delivery processing with a double-click.
1-2-2 Select the delivery, and pick the delivery by entering the delivery quantity
as the picked quantity on the picking overview.
Give the reasons for having to pick a delivery. Use storage location 0002
during picking.

(C) SAP AG LO725 3-12


1-3 Save the delivery and post the goods issue. Then display the certificate in the print
preview of the spool output (transaction: SP02).
1-3-1 Are the planned characteristics printed on the certificate?

(C) SAP AG LO725 3-13


Overview of Quality Certificates Solutions

Unit: Overview of Quality Certificates


Topic: Basics

1-1 A delivery for customer T-L72599 contains an item of your material T-HT1##. ##
is your group number.
1-1-1 Certificate profile for the material: Logistics ® Quality Management ®
Quality Certificates ® Outbox ® Certificate Profile ® Display

Field help: F4, search using assignment


1-1-2 Profile name: :_______________________
Name of the assigned form: _____________________
1-1-3 Assigned certificate characteristic data: _______________________
_____________________________________________________

1-2 Process the delivery.


1-2-1 Find your delivery using the menu path
Logistics ® Sales and Distribution ® Shipping and Transportation ®
Outbound Delivery ® Lists and Logs ® Outbound Delivery Monitor ®
Pushbutton: List outbound deliveries
Enter the customer (ship-to party) T-L72599 and material T-HT1##. The
sales organization is 1020. If no worklist is selected, choose a greater
interval for the delivery date.

Your delivery will be in the subsequent list. Select it and switch to


delivery processing (Subsequent functions ® Change outbound
deliveries).
1-2-2 Pick a delivery.
Choose the Picking tab page, and enter the pick quantity, plant 1100, and
storage location 0002.

1-3 Post goods issue. Save delivery.


Print preview: System ® Services ® Output Controller.
1-3-1 Yes, the planned characteristics are on the certificate.

(C) SAP AG LO725 3-14


Certificate Profile

Contents:

l Planning Steps
l Example Certificates
l Certificate Characteristics
l Certificate Profile Assignment

ã SAP AG 1999

(C) SAP AG LO725 4-1


Certificate Profile: Unit Objectives

At the conclusion of this unit, you will


be able to:

l Create a certificate profile with master inspection


characteristics and class characteristics
l Change the output display for the characteristics
l Create a sample certificate for an existing delivery
item
l Assign a certificate to a certificate profile

ãã SAP AG 1999
SAP AG

(C) SAP AG LO725 4-2


Certificate Profile: Course Overview Diagram

Certificates with
Course Overview 1 Batch Determination 6
Quality Inspection
Basics 2 for Delivery 7
Overview of Quality Configuration and
Certificates 3 Inspection Specifications 8
Returns and Complaints
Certificate Profile 4 Processing 9

Certificate Creation 5

ã SAP AG 1999

(C) SAP AG LO725 4-3


Certificate Profile: Business Scenario

l Our customers want quality certificates that meet


their specifications. For the majority of customers,
a general characteristic display is sufficient.
However, some customers require special
certificates.

ã SAP AG 1999

(C) SAP AG LO725 4-4


Certificate Profile as a Planning Tool

Content and layout


Examples of
certificate types:

Form Works test


Certificate certificate

Source
inspection
certificate

Certificate
profile Certificate of
analysis

l Characteristics
l ...

ã SAP AG 1999

n To create certificates, you define certificate profiles which are based on standard certificates and
forms such as:
- Certificates of analysis
- Works test certificates
- Source inspection certificate
n The certificate profile predefines the data that appears on the certificate.

(C) SAP AG LO725 4-5


Certificate Profile: Planning Steps

Step 1:
Select

Form
(SAPscript)

ã SAP AG 1999

n The following example form is supplied in the standard system: QM_QCERT_01

(C) SAP AG LO725 4-6


Certificate Profile: Planning Steps

Step 1: Step 2:
Select Create and release

Form
(SAPscript) Certificate profile
Reference
Header

Status

Characteristics

ã SAP AG 1999

(C) SAP AG LO725 4-7


Certificate Profile: Planning Steps

Step 1: Step 2: Step 3:


Select Create and release Create

Form
(SAPscript) Certificate profile Assignment
Reference
Header

Status
Material
Characteristics
Material /
Ship-
Ship-to party

ã SAP AG 1999

n You can create and adapt the SAPscript form, based on the SAP standard example. Try to keep the
number of forms to a minimum. Forms are language and client-dependent.
n Certificate profiles are created according to their use. They contain the characteristics that are to be
printed on the certificate.
n The certificate profile can be assigned, once it has been released.
n You can assign a certificate profile to several different objects.

(C) SAP AG LO725 4-8


Example of a Certificate

IDES Holding Inc., P.O. Box 160529, 600701 Boston

Quality certificate
Date

Material: Our/your description


Purchase order item/date
Delivery item/date
Order item/date
Customer number

This product was manufactured according to the guidelines...and monitored at each stage.

Characteristic Unit Value Lower limit Upper limit

ã SAP AG 1999

(C) SAP AG LO725 4-9


Example of a Certificate

IDES Holding Inc., P.O. Box 160529, 600701 Boston

Quality certificate
Date

Material: Our/your description Purchase order item/date


Delivery item/date
Order item/date
Customer number

This product was manufactured according to the guidelines...and monitored at each stage.

Characteristic Unit Value Lower limit Upper limit


Potency %
Melting point °C -
IR spectrum - - -

ã SAP AG 1999

(C) SAP AG LO725 4-10


Example of a Certificate

IDES Holding Inc., P.O. Box 160529, 600701 Boston

Quality certificate
Date

Material: Our/your description Purchase order item/date


Cetepharm-N (20 pcs) / X-CETE-N20 normal Delivery item/date
Order item/date
Customer number

This product was manufactured according to the guidelines...and monitored at each stage.

Characteristic Unit Value Lower limit Upper limit


Potency %
Melting point °C -
IR spectrum - - -

ã SAP AG 1999

(C) SAP AG LO725 4-11


Example of a Certificate

IDES Holding Inc., P.O. Box 160529, 600701 Boston

Dr. D. Braxton
Simpson Pharmaceuticals Ltd
61 Factory Street
40597 Chicago
Quality certificate
Date

Material: Our/your description Purchase order item/date


Cetepharm-N (20 pcs) / X-CETE-N20 normal Delivery item/date
Order item/date
Customer number

This product was manufactured according to the guidelines...and monitored at each stage.

Characteristic Unit Value Lower limit Upper limit

Potency %
Melting point °C -
IR spectrum - - -

ã SAP AG 1999

(C) SAP AG LO725 4-12


Example of a Certificate

IDES Holding Inc., P.O. Box 160529, 600701 Boston

Dr. D. Braxton
Simpson Pharmaceuticals Ltd
61 Factory Street
40597 Chicago
Quality certificate
Date
20.08.1998
Material: Our/your description Purchase order item/date
Cetepharm-N (20 pcs) / X-CETE-N20 normal Delivery item/date
Order item/date
Customer number

This product was manufactured according to the guidelines...and monitored at each stage.

Batch 1998CN0127 / Expiry date 1.10.2001


Inspection lot 92 from 9.6.1998

Characteristic Unit Value Lower limit Upper limit

Potency % 39.94 38.00 42.00


Melting point °C 138.0 136.0 -
IR spectrum - Corresponds - -

ã SAP AG 1999

n The form and certificate profile determine the contents and layout of the certificate:
n The positioning of the windows and texts, logo, freely-defined texts, and key terms are defined in the
form.
n You define the characteristic data that is to be printed for each characteristic in the certificate profile.
n The address, document, and characteristic data are included when the certificate is created.
n You can enter the inspection lot, for which the certificate is created, in the header of the certificate
profile.

(C) SAP AG LO725 4-13


Certificate Characteristics: Data Origin

Inspection specifications

Inspection Batch specifications


Batch
Material

Characteristic Unit Value Lower limit Upper limit


Potency % 39.94 38.00 42.00
Melting point °C 138.0 136.0 -
IR spectrum - Corresponds - -
Water content % Not inspected

Short text Strategy for skip

Characteristic Certificate profile

ã SAP AG 1999

n Data origins are planned in the certificate profile:


Ÿ The value can come from an inspection or batch classification.
Ÿ The specifications can come from an inspection or can relate to the batch. If they relate to a batch,
they come from batch determination in SD, from the allowed values for the material, or from the
allowed values in the classification.
Ÿ The short text can come from the characteristic or from the certificate profile.
Ÿ A text is planned in the case of a skip. In the event of a skip, you can also print the value from
batch classification or the specification limits.

(C) SAP AG LO725 4-14


Settings for the Data Origin
Characteristic Details
Result data from general char. of batch
Potency Number 10
Plant 1100 Result data from char in inspection lot
Master insp. charac. N-300 Version Material classification
Data origin Inspection / batch from production chain
Result origin
Short text from general characteristic
Short text origin
Short text from certif. profile char.
Insp. spec. origin Short text from master insp. char.

Result selection lvl


No specifications
Material sort number Material spec. from production chain
Output control Specifications from batch specification
Output format Unit of measure

Skip strategy Output length

Text element Decimal places

No. of columns

Texts

Add. text when not OK


Text for method

Short text
ã SAP AG 1999

(C) SAP AG LO725 4-15


Certificate Characteristics: Output Control

Text element
Text
Value

Characteristic Unit Value Lower limit Upper limit


Potency % 39.94 38.00 42.00
Melting point °C 138.0 136.0 -
- Corresponds - -
IR spectrum
Water content % Not inspected

Decimal places
Unit of measurement

ã SAP AG 1999

n In the certificate profile, you can define the way the information on the certificate is presented. This
means, for example, that you do not need to print all the available information.
n Instead of the actual value, you can include a text or a reference to the limits.
n The figures can be displayed in another (converted) unit of measurement.
Special case: If you do not specify a unit, this means that the unit from the characteristic in the
inspection lot or batch, if available, is used.
n You can change the number of decimal places.
Special case: If you enter "99", the number of decimal places from the characteristic in the inspection
lot or batch is used.
n The assigned text element in the SAPscript form determines the fields that are printed for a
characteristic.

(C) SAP AG LO725 4-16


Settings for Output Control
Characteristic Details
Potency Number 10
Plant 1100
Master insp. charac. N-300 Version

Data origin
Result origin

Short text origin


Actual value
Insp. spec. origin
Greater than lower tolerance
Result selection lvl Less than upper tolerance
Material sort number Within tolerance
Text dependent on tolerance comparison
Output control
Output format Unit of measure
Output text if charact. is skipped
Skip strategy Output value from batch if char. skipped
Output length
Control limit from insp. spec. or batch
Text element Decimal places

No. of columns 0001 - Value and two limits


0002 - Code short text
Texts
0003 - Value and lower tolerance
Add. text when not OK
0004 - Value and upper tolerance
Text for method
0005 - Accepted or rejected
Short text 0006 - Text valuation of a general characteristic
ã SAP AG 1999

(C) SAP AG LO725 4-17


Required Certificate Characteristic

Characteristic Unit Value Lower limit Upper limit


Potency % 39.94 38.00 42.00
Melting point °C Not found 136,0 -
- Corresponds - -
IR spectrum
Water content % Not inspected

ã SAP AG 1999

n The certificate can only be created if all data is found for the required characteristics.
n No certificate can be printed if the data for the required characteristic is incomplete.

(C) SAP AG LO725 4-18


Certificate Characteristics: Additional Texts

Characteristic Unit Value Lower limit Upper limit


Potency % 39.94 38.00 42.00
Melting point °C 135.0 136.0 -
Warning: Value outside specifications

IR spectrum - Corresponds - -

Method: Nujol

ã SAP AG 1999

n If a characteristic result lies outside the specifications, an additional text can be printed on the
certificate. For quantitative characteristics, the main criterion is that the value is compared to the
limits. For qualitative characteristics, the valuation is the deciding factor.
n The short text or long text can be specified for the inspection method.

(C) SAP AG LO725 4-19


Settings for Additional Texts
Characteristic Details
Potency Number 10
Plant 1100
Master insp. charac. N-300 Version

Data origin
Result origin

Short text origin

Insp. spec. origin

Result selection lvl

Material sort number

Output control
Output format Unit of measure

Skip strategy Output length

Text element If less than lower limit


Decimal places
If greater than lower limit
No. of columns
If outside of specification
Texts No
Add. text when not OK
Short text
Text for method
Long text
Short text
ã SAP AG 1999 No

(C) SAP AG LO725 4-20


Settings for the Result Selection Level
Characteristic Details
Potency Number 10
Plant 1100
Master insp. charac. N-300 Version

Data origin
Result origin

Short text origin Summary


Mean value of the sample / inspection
Insp. spec. origin point

Result selection lvl Original value

Material sort number

Output control
Output format Unit of measure

Skip strategy Output length

Text element Decimal places

No. of columns

Texts
Add. text when not OK
Text for method

Short text
ã SAP AG 1999

(C) SAP AG LO725 4-21


Creating Certificate Characteristics

l Entry of sort number and category allows


creation using the characteristic selection and
detail screens

l Manual entry on the overview screen

l Copy from inspection plan, routing, master


recipe etc.

ã SAP AG 1999

n In the standard system, there are three ways to include characteristics in the certificate profile.
n You can also use an enhancement (function key and user exit).

(C) SAP AG LO725 4-22


Copying Characteristics from Task Lists

Characteristic overview

Certificate profile 4711


Task list selection
Characteristic
No. Characteristic
No.
10 IR spectrum Task list group 4712
20 Melting point
Copy Key date 12.11.1998
30 Color

Selection

Characteristic overview Characteristic overview of


master insp. characteristics
No. Characteristic
No. Task list group 4712
10 IR spectrum
No. Characteristic
No.
20 Melting point
10 Potency
30 Color
20 Upward pressure
40 Potency
30 Surface
50 Friability
40 Friability

ã SAP AG 1999

n Copying characteristics from inspection plans that contain a reference (referenced or unlocked) to a
master inspection characteristic.
n The characteristics are copied into the certificate profile together with default values.
n Characteristics that do not have such a reference ("task list characteristics") cannot be copied.

(C) SAP AG LO725 4-23


Certificate Characteristics: Category

l 1 = Master inspection characteristic l 2 = Class characteristic


n Quality planning n Batch determination
n Quality inspection n Batch classification

A
Batch

ã SAP AG 1999

n You enter master inspection characteristics, if you want to refer to data from quality inspections, and
you enter class characteristics, if the data is to come from the classification.
n You can link master inspection characteristics and class characteristics. For example, this allows you
to include the value from an inspection (origin 01), but the limits from the batch determination
(origin 02).
n The link between master inspection characteristics and class characteristics using the material
specification allows you to inspect according to the material specification. Inspection results can also
be copied into the batch classification. Courses LO955 and LO720 deal with these functions in more
detail.

(C) SAP AG LO725 4-24


Characteristics from Batches in the Production
Chain

Product ROH03
Batch R3-1

Product ROH01 Product HALB01 CH R30


Batch R1-1 Batch H1-1

CH R10
CH R11
Product HALB03 Product HALB04 Product FERT01
Batch H3-1 Batch H4-1 Batch F1-1
CH H31 CH H41 CH F10
Product HALB02 CH H32 CH H42 CH F11
Product ROH02
Batch R2-2 Batch H2-1

CH R10 CH H20
CH R11
Certificate
CH R10
CH H20
CH H41
CH F10

ã SAP AG 1999

n A certificate must also contain all characteristic data that is collected during a multi-stage production
process.
n The characteristic data from materials in the production chain can relate to:
Raw materials
Semi-finished products
Finished products
n Prerequisites:
Universal batch management
Update of the batch where-used list

(C) SAP AG LO725 4-25


Batch Where-Used List

Top
down Ship-
Ship-to-
to-party A Ship-
Ship-to-
to-party B Ship-
Ship-to-
to-party C

Sales order Sales order Sales order

F1 F2

Production order Production order

S1 S2

Production order Production order

R1 R2

Purchase order F = Finished product Bottom


S = Semi-finished product up
R = Raw material
Vendor

ã SAP AG 1999

n The batch where-used list helps you identify which batches were actually used in the production
process.
n The where-used list tracks the batch, using the Inventory Management functions. From the initial
posting through to deletion from inventory, each batch has its own document journal. In addition,
links between batches across all manufacturing levels through to the sales order and batch splits are
logged.
n The life cycle of a batch is only logged, if an inventory posting has taken place. The reference
document number, production order, and sales order, together with the material document are stored.
n The 'Top down' and 'Bottom up' display variants describe the direction, in which you view the
'family tree' of the batch.
n You can also display the batch where-used list as a graphic.

(C) SAP AG LO725 4-26


Planning in the Certificate Profile

Material list 1
Characteristics from
Item 10 ROH01 inspections
Item 20 HALB02
Certificate profile
Item 30 HALB04 Characteristics from
Status batches
Item 40 ROH03
Short text

Characteristics

R10 03 03

H20 03 03

H41 03 03 Mat. item 30 Origin of results:


03 Inspection/batch
from production chain
F10 03 03

Origin of spec. data:


03 specification for mat.
ã SAP AG 1999 from production chain

n You define the relevant materials in a list in the certificate profile. When the certificate is created, the
system searches for characteristic data in the records common to both these materials and the batches
that are actually used.
n There are two lists: One list refers to characteristic data from inspections and one refers to
characteristic data from batch classification.
n You can specify additional criteria for the selection of the inspection lot or partial lot for each
material in the "Data origin for characteristics from inspections" list. The criteria that are stored in
the certificate profile header are not used in this instance; they relate to the finished product that
requires a certificate.
n The sequence of materials defines the order, in which the system searches for suitable characteristic
data in the batches used in current production processes.
n In this list you define the characteristics that you want the system to find in the default data origin
and the value origin (both have data origin 03). For master inspection characteristics, the "Data
origin for characteristics from inspections" list is used; for class characteristics the "Data origin for
characteristics from batches" list is used.
n If you know which material is the source of data for a particular characteristic, you can reference this
material in the characteristic.

(C) SAP AG LO725 4-27


Stock Transfers

Production: Plant A Outbound delivery: Plant B


Product A (Batch X) Product A
made up of: Characteristics on certificate
Component K1 (Batch Kx)
Component K2 (Batch Ky)

Certificate profile
Indicator: Consider stock transfers

ã SAP AG 1999

n The certificate should be created for product A and batch X from plant B. Batch X was created in
plant A from the components K1 (batch Kx) and K2 (batch Ky).
n The characteristics on the certificate come from components K1 and K2 and product A created in
plant A.
n In this case, you copy product A and the components K1 and K2 to the materials list and select the
indicator Take stock transfers into account.

(C) SAP AG LO725 4-28


Change Documents for the Certificate Profile

Change
Characs documentation

Date
No. Time
No. Name
No.
08.10.97 15:40 SAM

Prerequisite:
Prerequisite:
Profile STATUS
STATUS RELREL
header

ls
ai
et
D
Material Field Short text
list Old value A
New value B

ã SAP AG 1999

n Change documents are only written for changes that take place after the certificate profile is released.
n When characteristics or materials are deleted, the old field contents are logged.

(C) SAP AG LO725 4-29


Deleting a Certificate Profile

Cert. profile QCERT_TEST

Selection by
Status CRTD report
Short text
with Deletion
selection from the
options database
Characteristics
CH10 Melting point
CH20 Purity
CH30 Color

Prerequisite: STATUS CRTD


(Created)

ã SAP AG 1999

n Selection option of all certificate profiles available for deletion.


n Only certificate profiles with the status "Created" are made available for deletion.
n When you select profiles from the list and execute the deletion function, the certificate profiles are
deleted directly from the database.
n The process for deleting a released profile is described in the appendix.

(C) SAP AG LO725 4-30


Certificate Profile: Versions

l Manual version management


Profile V123
l Versions are objects that are
Cert. cat. 0003
Version 1 independent of one another
l Versions are created when a
new certificate profile is
created
Profile V123
l Option of copying an old
Cert. cat. 0003
Version 2 version
l Validity status at assignment,
not at this point
Profile V123
Cert. cat. 0003
Version 3

ã SAP AG 1999

n You can create a new version of a certificate profile by calling up the transaction for creating a
certificate profile again and entering the same profile number and the same certificate category. The
system displays a list of previous versions that can be used as copy models.
n The old version does not automatically become invalid.
n A validity period is not set in the version, but when the certificate profile is assigned.

(C) SAP AG LO725 4-31


Certificate Profile Assignment

Material / Ship-to party

Material
No. Ship-to
No. party Certificate
No.profile
CETEPHARM 3467 CETESPECIAL1
CETEPHARM 3521 CETESPECIAL1
CETEPHARM 7891 CETE7891
X350Z 3467 X350Z/3467

Material

Material
No. Certificate
No.profile
CETEPHARM CETEGENERAL
X350Z X350Z
X677W X677W

Goods group

Goods
No.group Certificate
No.profile
PAINKILLERS PAINKILLER_01

ã SAP AG 1999

n You can assign certificate profiles at different levels. You set these levels in Customizing. The
standard settings include: Material/ship-to party, material, goods group.
n Certificate profiles can either be of a special or general nature. The option of setting a level in
Customizing allows you to control the printing of certificates specific to a customer and material.
You can have general certificate profiles, if a group of materials has the same inspection
characteristics and if the same type of certificate is to be produced for these characteristics.
n When a certificate is created, the system starts to search for the special certificate profile entries.

(C) SAP AG LO725 4-32


Validity Period for the Assignment

Material: CETEPHARM
A Profile LO725

05.01.2000 12.31.9999

B Profile LO725-1

07.01.2000 12.31.2002

This means: Material Profile From To


CETEPH LO725 05.01.2000 06.30.2000
CETEPH LO725-1 07.01.2000 12.31.2002
CETEPH LO725 01.01.2003 12.31.9999

ã SAP AG 1999

n The certificate profile assignment is dependent on time.


n When a new assignment is made, the old assignment becomes invalid for the key date.
n If you want to assign certificate profiles, they must have the status "Released". You cannot assign a
profile with the status "Created" or a locked profile.

(C) SAP AG LO725 4-33


Assignment Transactions

Create
n No display of previous assignments
n New record for the same key
=> Old assignment valid up to previous day

Create with copy model


n Creates new records
n Copies when key is overwritten

Change
n Also displays existing assignments
n Allows new records to be added

ã SAP AG 1999

n You have several options for creating or changing assignment records.


n When you create an assignment, existing records are not displayed. If a record already exists with the
same key, the valid-to date is set to the day before the valid-from date of the new record.
n When you create an assignment record with a copy model, or change or display an assignment
record, you can limit the number of hits on a selection screen.
n If you choose the Create with copy model transaction, new records are created for all the assignments
you selected. To avoid this, you can delete entries from the list before saving. If you overwrite the
key for an existing entry, a new entry is created. If you overwrite the copy model for an existing
entry, this entry is saved as a change.
n The transaction for changing certificate profile assignments provides you with existing records that
can be changed. Using this transaction, you can change the certificate profile assignment or the
validity period and include new assignments. Note: If you delete an entry from the list, it is not
deleted for the key date but for the whole validity period. Similarly, changes are not made for the key
date, but for the entire validity period.
n If you want to limit the validity period, do not delete an entry, instead choose the Change validity
function.

(C) SAP AG LO725 4-34


Displaying Certificate Profile Assignments

For a specific certificate profile


n Function in the certificate profile

For a key combination


n Display transaction

For the selection of a certificate profile


n Search function on the certificate profile initial screen

Search help
n Certificate profile

Overview
n Displays all key combinations simultaneously

ã SAP AG 1999

n There are several options for displaying certificate profile assignments.


n The same list is displayed after the selection screen, both when you select a profile from the
assignments and when you make a selection from the overview screen. The date is proposed on this
selection screen, but it is not a required entry. This allows you to display the chronological sequence
of assignments for a particular key combination.

(C) SAP AG LO725 4-35


Certificate Profile: Unit Summary

You are now able to:


l Create a certificate profile with master inspection
characteristics and class characteristics
l Change the output display for the characteristics
l Create a sample certificate for an existing delivery
item
l Assign a certificate to a certificate profile

ã SAP AG 1999

(C) SAP AG LO725 4-36


Certificate Profile Exercises

Unit: Certificate Profile


Topic: Certificate Profile: Header and Characteristics

At the conclusion of these exercises, you will be able to:


· Create a certificate profile and change the output display for
characteristics
· Use the certificate print preview to display the changes you have made

A selection of inspected characteristics should appear on the certificate.


The characteristics should be output in various ways.

1-1 Create a certificate profile for certificate type 0003. The profile is called LO725_##,
where ## is your group number.

Enter a search field to make it easier to find the profile.

1-1-1 Use the SAP example form for quality certificates.


This is:

_________________________________________________________
1-1-2 Only inspection lots should be used that have been created at a goods receipt
from production. How do you do this?

_________________________________________________________

1-1-3 The following characteristics (plant 1100) should appear on the certificate:
Purity (N-420), melting point (N-002), and acetic acid (N-430). How can
you enter these characteristics in the certificate profile?

_________________________________________________________

(C) SAP AG LO725 4-37


Try all possibilities. If necessary, delete any characteristics that appear more
than once.
1-1-4 For the acetic acid content, the reference to the upper limit should be
specified and not the measured value.

_________________________________________________________

1-1-5 Call the Certificate preview for your delivery from the unit "Overview of
Quality Certificates", item 10. Check whether the output meets your
expectations. Save the certificate profile.

1-2 Change your new certificate profile based on the following requirements. Make a
note of how you solved the individual tasks.
1-2-1 Only a text should be entered for purity and not a value.

_________________________________________________________
_________________________________________________________

1-2-2 A warning should be given if the melting point is too low.

_________________________________________________________
1-2-3 The infrared spectrum should also appear on the certificate. The
abbreviation "IR spectrum" should appear as the short text.

_________________________________________________________

1-2-4 Save your certificate profile.

Unit: Certificate Profile


Topic: Characteristics from Batches in the Production
Chain

At the conclusion of these exercises, you will be able to:


· Link characteristics in the certificate profile that do not directly belong
to the certificate-relevant product, but which have been created during
multilevel production

(C) SAP AG LO725 4-38


Your finished product batch has been created in many stages. Several
pieces of data for the batches used in this process should be displayed on
the certificate.

1-1 The certificate should be created for your customer T-L725## and finished product
T-FT1## (batch FT-##). A delivery exists for this. (## is your group number.)
However, the characteristics in your certificate profile refer to a semi-finished
product.
1-1-1 Find the delivery. The delivery number is:

_________________________________________________________

Your material is in item: __________________________________

1-1-2 Which batches have gone into production?

_________________________________________________________

Which menu path did you use to find this out? (batch where-used list)

_________________________________________________________
1-1-3 Copy your certificate profile and give it a new name. This is:

_________________________________________________________

1-1-4 Change your new certificate profile so that the characteristics appear on the
certificate for the finished product. How do you do this?

_________________________________________________________
_____________________________________________________________
_____________________________________________________
1-1-5 Check your changes using the "Print preview" function.

1-2 The following characteristics that were inspected after the tablets are produced
should also appear:
Potency, friability
1-2-1 What are the characteristics called?

_________________________________________________________
1-2-2 Which data origins have you defined?

_________________________________________________________

(C) SAP AG LO725 4-39


1-2-3 Check your changes using the "Print preview" function.
1-2-4 Save your certificate profile.

1-3 Extra task (optional)


1-3-1 Find out which characteristics belong to which material.

For example, you can find out which characteristics belong to an


inspection plan or another task list by executing the function
Extras ® Characteristics from task list.

_________________________________________________________
_____________________________________________________________
_____________________________________________________

1-3-2 Assign the corresponding materials to the characteristics:

_________________________________________________________
_________________________________________________________
_________________________________________________________
1-3-3 Check your changes using the "Print preview" function.
1-3-4 Save the certificate profile.

(C) SAP AG LO725 4-40


Unit: Certificate Profile
Topic: Certificate Profile Assignment

At the conclusion of these exercises, you will be able to:


· Automatically determine your certificate profile

The current certificate profile is valid for a certain material and for most
customers. A small adjustment is required for a certain customer.

1-1 During certificate creation, the correct certificate profile should be automatically
found.
1-1-1 Your certificate profile is valid for material T-FT1## and most customers.
Assign the certificate profile. What do you have to do before you can make
the assignment?

_________________________________________________________

What path did you choose to make the certificate assignment?

_________________________________________________________
1-1-2 Display all certificate profile assignments for your material and customers.
What menu path do you use?

_________________________________________________________
1-1-3 How can you display the assignment from the certificate profile?

_________________________________________________________
_________________________________________________________

(C) SAP AG LO725 4-41


(C) SAP AG LO725 4-42
Certificate Profile Solutions

Unit: Certificate Profile


Topic: Certificate Profile: Header and Characteristics

1-1 Create a certificate profile for certificate type 0003. The profile is called LO725_##,
where ## is your group number.
1-1-1 Name of the SAP example certificate for quality certificates:
QM_QCERT_01
1-1-2 Only inspection lots should be used that have been created at a goods receipt
from production. How do you do this?

In the certificate profile at header level, enter inspection lot origin 04 in


"Restriction for inspection lot selection".
1-1-3 The following characteristics (plant 1100) should appear on the certificate:
Purity, melting point, and acetic acid. How can you enter these
characteristics in the certificate profile?

1) Only enter the number and category to start the characteristic selection
2) Enter all data on the overview screen
3) Extras -> Characteristics from task list

Test all these options. If necessary, delete any characteristics that appear
more than once.

Delete: Select characteristics, Edit ® Delete line, or pushbutton


1-1-4 For the acetic acid content, the reference to the upper limit should be
specified and not the measured value.

Output format: Less than upper limit


1-1-5 Check and save the certificate profile.

1-2 Change your new certificate profile based on the following requirements. Make a
note of how you solved the individual tasks.
1-2-1 Only a text should be entered for purity and not a value.

Output format: Text dependent on tolerance comparison (05)


1-2-2 A warning should be given if the melting point is too low.

Add. text when not OK: If less than lower limit (<)
(C) SAP AG LO725 4-43
1-2-3 The infrared spectrum should also appear on the certificate. The
abbreviation "IR spectrum" should appear as the short text.

Short text origin from characteristic for the certificate profile (Goto ®
Texts for the characteristic)
1-2-4 Save the certificate profile.

Unit: Certificate Profile


Topic: Characteristics from Batches in the Production
Chain

1-1 The certificate should be created for your customer T-L725## and finished product
T-FT1## (batch FT-##). A delivery exists for this. (## is your group number.)
However, the characteristics in your certificate profile refer to a semi-finished
product.

(C) SAP AG LO725 4-44


1-1-1 Find the delivery.

Logistics ® Sales and Distribution ® Shipping and Transportation ®


Outbound Delivery ® Lists and Logs ® Outbound Delivery Monitor ®
Pushbutton: List outbound deliveries

Your material is in item 10


1-1-2 Which batches have gone into production?

T-FT1##, batch FT-## was produced from:


T-HT2##, batch HT-##
T-RT2##, batch RT-##
T-RT3##, batch RT-##

T-HT2##, batch HT-## was produced from:


T-HT1##, batch HT-##
T-RT5##, batch RT-##
T-RT6##, batch RT-##
T-RT7##, batch RT-##

T-HT1##, batch HT-## was produced from:


T-RTA##, batch RT-##
T-RTB##, batch RT-##

What menu path did you use to find this out?

Logistics ® Materials Management ® Inventory Management ®


Environment ® Batch Where-Used List ® Display

1-1-3 Copy your certificate profile and give it a new name.

Certificate Profile ® Create


Enter the profile data
1-1-4 Change your new certificate profile so that the characteristics appear on the
certificate for the finished product. How do you do this?

Goto ® Materials, enter a number and material T-HT1##


Goto ® Characteristic Overview
Change the result origin and specifications origin to "Inspection / batch
from production chain"
1-1-5 Check your changes using the "Print preview" function.

The characteristics for material T-HT1## are output on the delivery for
material T-FT1##.

(C) SAP AG LO725 4-45


1-2 The following characteristics that were inspected after the tablets are produced
should also appear on the certificate:
Potency, friability
1-2-1 What are the characteristics called?

N-300, N-510, both in plant 1100

1-2-2 Which data origins have you defined?

03
Material T-HT2## must be added to the materials list

1-2-3 Check your changes using the "Print preview" function.


1-2-4 Save your certificate profile.

1-3 Extra task (optional)


1-3-1 Find out which characteristics belong to which material.
Extras ® Characteristics from task list
for inspection plans for materials
T-HT1## and T-HT2##

T-HT1##:N-420 (purity), N-002 (melting point), N-430 (acetic acid),


N-500 (infrared spectrum), N-200 (water content)

T-HT2##: N-300 (potency), N-510 (friability)

1-3-2 Assign the corresponding materials to the characteristics:

On the characteristic overview, maintain the field "Material sort number"


in accordance with your numbering.
1-3-3 Check your changes using the "Print preview" function.
1-3-4 Save the certificate profile.

(C) SAP AG LO725 4-46


Unit: Certificate Profile
Topic: Certificate Profile Assignment

1-1 During certificate creation, the correct certificate profile should be automatically
found.
1-1-1 Your certificate profile is valid for material T-FT1## and most customers.
Assign the certificate profile. What do you have to do before you can make
the assignment?

Release the certificate profile

What path did you choose to make the certificate assignment?

Environment ® Display assignments (general), Select "Material", Profile


assignment ® Create, save

1-1-2 Display all certificate profile assignments for your material and customers.
What menu path do you use?
Certificate profile ® Display or Change, Extras ® Find

1-1-3 How can you display the assignment from the certificate profile?
In the certificate profile: Environment ® Display assignments

(C) SAP AG LO725 4-47


Certificate Creation

Contents:
l Certificate Receipt
l Certificate Creation
l Output Determination
l Certificates on the World Wide Web

ã SAP AG 1999

(C) SAP AG LO725 5-1


Certificate Creation: Unit Objectives

At the conclusion of this topic, you will be able to:


l Create a certificate recipient
l Modify data for the certificate receipt
l Explain how the certificate creation function
works
l Create certificates for delivery items
l Analyze the causes, if a certificate cannot
be created
l Create certificates for inspection lots and batches

ãã SAP AG 1999
SAP AG

(C) SAP AG LO725 5-2


Certificate Creation: Course Overview Diagram

Certificates with
Course Overview 1 Batch Determination 6
Quality Inspection
Basics 2 for Delivery 7
Overview of Quality Configuration and
Certificates 3 Inspection Specifications 8
Returns and Complaints
Certificate Profile 4 Processing 9

Certificate Creation 5

ã SAP AG 1999

(C) SAP AG LO725 5-3


Certificate Creation: Business Scenario

l You have planned the content of the certificate and


want to set up the system so that certificates can
be automatically sent to predefined recipients.

ã SAP AG 1999

(C) SAP AG LO725 5-4


Certificate Recipient

Recipient

Ship-to party Shipping form Time ... Ship-


Ship-to party
... ... ...
Customer / Sales organization
..
.
ã SAP AG 1999

n The recipient defines who is to receive the certificate, the time the certificate is to be created and
which language is to be used.
n Example: Picking has taken place and as soon as the delivery is saved, the certificate is sent by fax to
the quality department of the ship-to party.
n You can freely define how to assign the recipient data for objects (for example, customer,
customer/sales organization) in Customizing.
n Certificate recipients are stored as output records for the delivery.
n When you maintain output records (also called output condition records) you choose an assignment
level (key combination).

(C) SAP AG LO725 5-5


Output Types

Quality inspection
Delivery note certificate
LD00 - ship-to party
LQCA

Output type

Quality inspection
... certificate
- sold-to party
LQCB

ã SAP AG 1999

n The quality certificate is classed as output for the delivery item.


n In the standard Customizing functions, there are two output types for certificates. These enable
certificates to be sent concurrently but independently of one another, both to the ship-to party and the
sold-to party.
n The output type is also given the general term "condition type". Condition types are used in price
determination, batch determination, and in other applications using the "condition technique".

(C) SAP AG LO725 5-6


Partner Functions for the Customer

SP Sold-to party

. . Other functions SH Ship-to party

FA Forwarding Business
BP Bill-to party
agent partner

Q1 Certificate recipient Q2 Certificate recipient


at ship-to party at sold-to party

ã SAP AG 1999

n The customer uses partner functions to specify exactly who is to receive a certificate.
n The functions Q1 and Q2 are available for the certificate recipient. Both belong to the partner type
"Contact person".
n Other examples of partner functions in Sales and Distribution documents are "Sold-to party", "Ship-
to party", "Bill-to party", (these functions relate to a customer master) and "Forwarding agent"
(relates to a vendor master).
n If you use SAP standard Customizing, you can create certificates for the functions "Ship-to party",
"Sold-to party", "Certificate recipient at ship-to party", and "Certificate recipient at sold-to party".
You can also make the appropriate settings in Customizing to send certificates to other partners.

(C) SAP AG LO725 5-7


Certification Creation in the Delivery Process

Create Process Process Create Process


delivery delivery delivery certificate delivery

Reference sales Batch Picking Goods issue


order determination
Ship-to party Change data ... Certificate
Items ...
Content % >42.0 43.0

ã SAP AG 1999

n Certificate creation is usually only required at certain stages of a business process.


n This slide gives an example of such a process.
n In the standard Customizing functions for output determination, the earliest stages available for
creating certificates are "Picking" and "Goods issue". In the example above, the certificate is created
once the goods have been picked.

(C) SAP AG LO725 5-8


Output Determination: Procedure

Procedure: V20001
Delivery
Condition
LQCA Certificate
LQCB Certificate Sales org. 1000
1 Ship-to party 3467
ZETI Label
Item 10 ... (TAN)

LQCA Ship-to party certificate LQCB Sold-to party certificate

12 After picking 13 After picking

15 After goods issue 16 After goods issue

ã SAP AG 1999

n This is the technical representation of the first steps in output determination:


The system finds the procedure for output determination, dependent on the delivery item category.
In our context, a procedure is a collection of output types. During output determination, the system
tries in a given sequence to find output for the output types that were entered.
In Customizing, you define conditions that allow output to be found at a particular stage in the
business process.
n The following conditions for the output procedure are delivered with the standard system for
Customizing certificates:
Condition 12 checks whether all items have been picked for delivery and prevents a certificate for a
batch split item. This means that if a batch is split, you can create a certificate for the item on the
preceding level, which then contains all the split batches.
Condition 13 is for the sold-to party. In addition to condition 12, the issue of a certificate is
prevented, if the ship-to party and sold-to party are identical.
Condition 15 only allows the certificate to be printed after the goods have been issued. Here, as in
condition 12, a certificate for a batch split item is created on the preceding level.
Condition 16 is like 13 for the sold-to party.
n You maintain the procedure and assign it to the delivery item category in client-dependent
Customizing.

(C) SAP AG LO725 5-9


Output Determination: Output Type

Procedure: V20001
Delivery
Condition
LQCA Certificate 1
2 LQCB Certificate Sales org. 1000
Ship-to party 3467
ZETI type
Output Label
LQCA Ship-to party certificate
Item 10 ... (TAN)

Default values for output condition records


Dispatch time 3 Triggered manually
Function SH Ship-to party
Transmission medium 1 Printer

Printer determination 5 Shipping point

Archiving mode 3 Print & archive

Access sequence Z001 Sales org. / Ship-to party


ã SAP AG 1999

n For each output type, default values are proposed for the condition records (certificate recipient). The
system proposes this data, when you maintain the certificate recipient.
n There are several settings available for determining the printer. For example, if the certificates are
printed together with the shipping documents when the goods are shipped, it is advisable to enter
"shipping point".
n You also define whether certificates are to be archived at this stage.
n You enter an access sequence in the output type.
n You maintain the output type in client-dependent Customizing.

(C) SAP AG LO725 5-10


Output Determination: Access Sequence

Procedure:
Procedure: V20001
V20001
V20001
Delivery
Condition
LQCA Certificate 1
LQCB Certificate
2 ZETI Label Sales org. 1000
Ship-to party 3467
Output
Output type
type LQCA
LQCA Item 10 ... (TAN)
Access
Access sequence
sequence Z001
Z001
3
Access sequence Z001 Sales org. / Ship-to party

6 Sales org. / Distribution channel / Division / Customer number

1 Sales organization / Customer number

ã SAP AG 1999

n The access sequence consists of a list of condition tables.


n The system searches the tables in this list in the order you have defined.
n It is advisable to sort the tables so that specific assignments are displayed before general ones.
n The entries in the tables correspond to the certificate recipients.
n You maintain the access sequence in client-dependent Customizing.

(C) SAP AG LO725 5-11


Output Determination

Procedure:
Procedure: V20001
V20001
Delivery
Condition
LQCA Certificate
LQCB Certificate
1
2 ZETI Label Sales org. 1000
Ship-to party 3467
Output
Output type
type LQCA
LQCA
Item 10 ... (TAN)
Access
Access sequence
sequence Z001
Z001
3 Output:
Output:
Access
Access sequence
sequence Z001
Z001 LQCA
LQCA Ship-to
Ship-to party
party
certificate
certificate
1.
1. Sales
Sales org./Dist.
org./Dist. channel/Division/Cust.
channel/Division/Cust. no.
no.
2.
2. Sales organization/Customer no.
Sales organization/Customer no.

4 Condition
Condition records
records for
for LQCA
LQCA

No
No record
record exists
exists
Partner function
1000 K1 .. .. .. .. .. Medium
Time
ã SAP AG 1999

n You define the transmission medium, dispatch time, and partner function in the output condition
record (certificate recipient).
n You maintain the certificate recipient in the master data.
n If the system finds a condition record (certificate recipient), an output (output record) is stored for
the delivery item.
n The output is sent to the partner, who has this partner function in the delivery. (Note: Partner-
independent output is also possible, such as labels.)
n You can use the Determination analysis function to check output determination on the output
screen in the delivery item: When was a certain output proposed or not determined?

(C) SAP AG LO725 5-12


Output Determination and Processing

1 Output determination

Certificate
2 Output processing

Sales data Certificate profile


determination

Batch where-used list Characteristic


data

ã SAP AG 1999

n The following steps are involved in creating a certificate:


Ÿ If the conditions are fulfilled, output can be found. An output record is then created.
Ÿ If the system finds an output, this output can then be processed.
n At the output processing stage, the system loads the data that is required for the certificate.
n Certificate profile determination also takes place at this point.
n If required, the batch where-used list can be evaluated using the data in the certificate profile, to
make information available from materials in the production chain.
n The characteristic data is loaded and prepared according to the entries in the certificate profile.
n Once the data has been selected, it is printed using the function for SAPscript forms.
n If output is found but processed incorrectly, you can use the processing log to access further
information about this on the output screen in the delivery item. Why could the certificate not be
output?

(C) SAP AG LO725 5-13


Manual Certificate for Inspection Lot / Batch

Selection Contents Start Output

Profile Recipient: In foreground Screen


- automatic Ship-to party /background Print
- manual Vendor Determination Fax
Contact person log
No addressee
No address

ã SAP AG 1999

n You can use two transactions that are not linked to the delivery, to create a certificate for an
inspection lot or batch.
n In these transactions there is no data available from delivery documents (for example, from batch
determination).
n You can also archive a certificate for an inspection lot.

(C) SAP AG LO725 5-14


Quality Certificates on the World Wide Web

VENDOR CUSTOMER
Internet
Reference Reference
data data

+ +
Certificate Certificate
(PDF) (PDF)

R/3 System
R/3 System

ã SAP AG 1999

n As the vendor, you can allow your customers to access your system over the Internet.
n You authorize specific materials and batches to be displayed.
n Your customers log on with their customer number and password.
n A list of materials and batches is displayed, and customers can call up the required certificate for a
specific batch.

(C) SAP AG LO725 5-15


Quality Certificates for Deliveries on the Internet

Setting
Setting up
up the
the vendor
vendor
homepage
homepage
Homepage
Vendor
Vendor Customer
Customer
Issue
Issue customer
customer access
access
authorization
authorization
Access
authorization

Planning
Planning the
the certificate
certificate
profile
profile
Certificate
profile

Certificate
Certificate creation
creation for
for
the delivery
the delivery Certificate

Retrieving
Retrieving certificates
certificates Access
status

Log
Log of
of retrieval
retrieval operation
operation List
List of
of collected
collected certificates
certificates

ã SAP AG 2001

n You can make it possible for your customers to access quality certificates on the Internet. There are
two variants available:
Ÿ The new service QC40 facilitates the processing of messages related to delivery items directly
from the Internet. This means that there is always a current certificate available and that there is a
protocol for each retrieval of a certificate.
Ÿ The new service QC40A allows you to display stored certificates for delivery items as PDF files
directly from the Internet. In this case, the content cannot be updated when the certificate is called.
Each time a certificate is displayed, it is called up from the storage system.
n All contacts of a customer that want to call up their certificates, need to be assigned a R/3 user in the
vendor system. This R/3 user needs to have a reference to a contact person at the customers.
n The service QC42 (as of Release 3.1) can be used to retrieve quality certificates for a batch from the
Internet. The most current certificate data on the database is always read. The certificate is
transferred as a PDF file.

(C) SAP AG LO725 5-16


Certificate Transfer

Customer selects the certificates

Available certificates

ã SAP AG 2001

(C) SAP AG LO725 5-17


Electronic Certificate Transmission: Overview

Purchase
Order order
Customer
Customer

Purchase order
Delivery
Certificate Creation Certificate

Results
transfer
Goods
Goods issue
receipt

Inspection lot

Vendor
Vendor

ã SAP AG 2001

n You can electronically send and receive quality certificates for a delivery. The quality certificate is
electronically transferred to the certificate recipient using EDI (Electronic Data Interchange: This is a
company-wide electronic means of exchanging data. The data is formatted according to certain
standards) The technical transfer can be performed directly using EDI or the Internet.
n Certificate creation occurs in a similar way to the printing of the certificate for the delivery. The
quality certificate is created as a PDF file and packed in an intermediate document (IDoc). During
electronic certificate receipt, a certificate record is updated from the incoming IDoc and the quality
certificate is stored in the optical archive. As a result, you no longer have to scan the certificate and
manually maintain the certificate record.
n From Release 4.6C, the quality certificate can be electronically transferred with the formatted data.
This allows an automatic transfer of results from the certificate to an inspection lot. In addition to
outbound deliveries, electronic certificates can also be created for a batch or an inspection lot. This
means that the exchange of quality data is not linked to a purchase order or delivery and it makes it
easier to use the results of external quality inspections in your own system.

(C) SAP AG LO725 5-18


Transfer of Inspection Results to the Certificate

Certificate
Certificate content
content
agreement
agreement
Certificate
design
Vendor
Vendor Ship-to
Ship-to party
party
Planning
Planning the
the certificate
certificate
Certificate profile
profile
profile Planning
Planning the
the data
data
transfer
transfer Inspection
plan
Characteristic
Characteristic mapping
mapping
Mapping (conversion)
(conversion)
table
Certificate
Certificate request
request Certificate
order
Certificate
Certificate creation
creation

Certificate

Certificate
Certificate and
and data
data transfer
transfer

ã SAP AG 2001

n From Release 4.6C, the quality certificate can be electronically transferred with the formatted data.
This allows an automatic transfer of results from the certificate to an inspection lot. In addition to
outbound deliveries, electronic certificates can also be created for a batch or an inspection lot. This
means that the exchange of quality data is not linked to a purchase order or delivery and it makes it
easier to use the results of external quality inspections in your own system.
n The recipient can have the data transfer triggered automatically by a goods receipt. In this case, the
data is sent to a goods receipt inspection lot. The data transfer can also be triggered manually and the
data can then be transferred to any desired inspection lot.
n The results data origin specified in each inspection characteristic (in the inspection plan or material
specification) controls whether or not the data will be copied from the electronic certificate or
whether the data will be determined by inspection.
n If the sender and the recipient use different characteristic descriptions, characteristics are identified
and assigned at results transfer using a partner-specific characteristic mapping process.
n The interface is also suitable for the transfer of data to business partners who do not use an R/3
System.

(C) SAP AG LO725 5-19


Certificate Creation: Unit Summary

You are now able to:

l Create a certificate recipient


l Modify data for the certificate receipt
l Explain how the certificate creation function
works
l Create certificates for delivery items
l Analyze the causes, if a certificate cannot
be created
l Create certificates for inspection lots and
batches

ã SAP AG 1999

(C) SAP AG LO725 5-20


Certificate Creation Exercises

Unit: Certificate Creation


Topic: Certificate Recipient

At the conclusion of these exercises, you will be able to:


· Determine who should receive a certificate

You define that the quality assurance department at your customers


should receive a printed certificate for each delivery item.

1-1 Create your customer T-L725## as the certificate recipient for output type LQCA,
sales organization 1020. Make a note of the activities that are required for the
individual steps.
1-1-1 The customer receives the certificate for the deliveries for which they are
defined as the ship-to party:
______________________________________________________
1-1-2 The certificate is sent to the customer's quality department:
______________________________________________________
1-1-3 The certificate should be printed in the language of the recipient:
______________________________________________________
1-1-4 The certificate printout should be triggered manually:
______________________________________________________
1-1-5 The certificate should be printed on printer P681 for this customer. The
output should not be issued immediately.
______________________________________________________

(C) SAP AG LO725 5-21


Unit: Certificate Creation
Topic: Certificate Creation for Delivery

At the conclusion of these exercises, you will be able to:


· Create a certificate while processing a delivery
· Use the log functions

A certificate should be printed for each item after successful picking. If


there are defects, you must be able to show why data was not printed.

1-1 Customizing
1-1-1 What Customizing settings are required for the certificate to be printed?
_________________________________________________________
_________________________________________________________
_________________________________________________________

1-2 Log functions


1-2-1 Change the valid certificate profile for your finished product T-FT1## so
that the certificate is only printed when the characteristic "Tablet weight"
also appears. Use the data origins "results data from inspection
characteristic". Save your certificate profile.
_________________________________________________________
1-2-2 You create a delivery with automatic certificate printout.
Create a new delivery without reference for 50 boxes of your material
T-FT1## and customer T-L725##. Use the following data for this:
Shipping point: 1100
Delivery type: LO
Purchasing organization: 1020
Distribution channel: 24
Division: 00
Set the goods issue date at least 7 days in the future. The delivery number is:
____________________________________
1-2-3 Pick the delivery (plant 1100, storage location 0002):
Batch: _________________Delivery quantity: ______________________
1-2-4 Was certificate output found?
_________________________________________________________

(C) SAP AG LO725 5-22


Display the determination analysis. The menu path is:
_________________________________________________________
1-2-5 Save the delivery.
1-2-6 Was a certificate printed?
_________________________________________________________
1-2-7 Display the processing log. The menu path is:
____________________________________________________
_________________________________________________________
1-2-8 Correct your certificate profile. How?
_________________________________________________________
1-2-9 Again try to create the certificate by calling certificate creation for the
delivery from the certificate menu.
_________________________________________________________
_________________________________________________________
_________________________________________________________

Unit: Certificate Creation


Topic: Certificate Creation for a Batch

(C) SAP AG LO725 5-23


At the conclusion of these exercises, you will be able to:
· Create a certificate for a batch
· Access a certificate on the World Wide Web

You have a request for a certificate that is not linked to a delivery.

1-1 Create a certificate for batch FT-## of your product T-FT1## in plant 1100.
1-1-1 The certificate should be sent to the main address for the customer. Choose
customer T-L72599. How do you do this?

_________________________________________________________
1-1-2 Make sure that the certificate only appears on the screen at first:

_________________________________________________________
1-1-3 Create the certificate once in the language of the customer and then in
another language, for example, English.
1-1-4 Try various variations for the certificate recipient.

_________________________________________________________
_________________________________________________________

1-2 This optional exercise requires technical system knowledge, that may not be taught
during this course.

Access a certificate over the World Wide Web.

Start the browser. Choose the address http://IDES01.wdf.sap-ag.de:1080/.


Choose a language (English or German). Choose

Business Customers ® Customer Services ® Quality Certificate

There is a customer in the USA (customer number "3360") and a German customer
(customer number "7777"). The password for both is "welcome". Create a
certificate for product "Paint 1 liter can", batch "C1". Click the right mouse button,

(C) SAP AG LO725 5-24


choose Save target as…, and save on the desktop as certi01.pdf. Then open the file
from the desktop with a double-click.

(C) SAP AG LO725 5-25


Certificate Creation Solutions

Unit: Certificate Creation


Topic: Certificate Recipient

1-1 Create your customer T-L725## as the certificate recipient. Make a note of the
activities required for the individual steps.
1-1-1 Logistics ® Quality Management ® Quality Certificates ® Outbox ®
Certificate Recipient ® Create

Output type LQCA


1-1-2 Enter the customer and overwrite the proposed function SH with Q1.
1-1-3 Do not specify a language.
1-1-4 Send with application own transaction
1-1-5 Print output: Goto ® Communication method, enter a printer, do not set
the indicator "Print immediately".

Unit: Certificate Creation


Topic: Certificate Creation for Delivery

(C) SAP AG LO725 5-26


1-1 Customizing
1-1-1 In addition to the entries supplied in the standard system (profile V20001,
output types LQCA, LQCB, access sequences, condition tables) for output
control:
Assign an output profile to the delivery item category
Set print parameters

Certificate types

The entries supplied in the standard system fir certificate profile


determination and data origins

1-2 Log functions


1-2-1 Characteristic N-440, set the required indicator.
1-2-2 Shipping point 1100, vendor LO, sales organization 1020, distribution
channel 24, division 00.
1-2-3 "Picking" tab page
1-2-4 Certificate output:
Select the item, Subsequent functions ® Output from picking. An output
of output type LQCA should exist.
Determination analysis:
Extras ® Delivery output ® Item, Goto ® Determination analysis
1-2-5 Save the delivery. Number: ___________________________________
1-2-6 No certificate should exist. If there is: Did you forget to set the "required"
indicator?
1-2-7 Outbound delivery ® Change, Extras ® Delivery output ® Item, Goto ®
Processing log
1-2-8 Change the specifications origin and result origin from 01 to 03.
1-2-9 ... ® Certificate Creation ® For Delivery, enter output type LQCA,
processing mode 3, and your delivery, then execute.

Select and process the output in the list (F5).

Print preview: System ® Services ® Output controller, Spool request ®


Display

(C) SAP AG LO725 5-27


Unit: Certificate Creation
Topic: Certificate Creation for a Batch

1-1 Create a certificate for batch FT-## of your product T-FT1## in plant 1100.
1-1-1 Certificate to the main address for the customer:
Logistics ® Quality Management ® Quality Certificates ® Outbox ®
Certificate Creation ® For Batch
Select a recipient, customer number
1-1-2 Certificate only on screen:

Indicator "Processing in foreground"


1-1-3 Create a certificate (customer language/English)

1-1-4 Variations for certificate recipient:

Select recipient

(C) SAP AG LO725 5-28


Certificates with Batch Determination

Contents:
l Batch Classification
l Batch Determination

ã SAP AG 1999

(C) SAP AG LO725 6-1


Certificates with Batch Determination: Unit
Objectives

At the conclusion of this unit, you will be able to:

l Ensure that in addition to your inspection results,


customer-specific values at batch level are also
printed on your certificate

ã SAP AG 1999

(C) SAP AG LO725 6-2


Certificates with Batch Determination: Course
Overview Diagram

Certificates with
Course Overview 1 Batch Determination 6

Quality Inspection
Basics 2 for Delivery 7
Overview of Quality Configuration and
Certificates 3 Inspection Specifications 8
Returns and Complaints
Certificate Profile 4 Processing 9

Certificate Creation 5

ã SAP AG 1999

(C) SAP AG LO725 6-3


Certificates with Batch Determination: Business
Scenario

l Your customer orders a product that must be


managed in batches and meet certain requirements.
For example, the potency should be >41%. Within
vendor processing, a batch is automatically selected
with the required criteria. In addition to your
inspection results, these customer-specific values
should also be printed on the certificate.

ã SAP AG 1999

(C) SAP AG LO725 6-4


Supplementary Note: Batch Classification

Class type
'Batches'

Class 1
Class 2
Class 3
Class 4

Material
Batch

Characteristics:
A, B, C

ã SAP AG 1999

n If you specify class characteristics from the class system in the certificate profile, the data is taken
from the batch classification, when the certificate is created.
n The Classification System is a general SAP tool, enabling you to group objects and search for them
using different selection criteria.
n Characteristics that enable you to classify objects (such as a batch) are grouped together in a class.
n One class of the type "Batches" (022/023) is entered in the material master.
n If batches are classified, the characteristics always refer to the relevant material master.

(C) SAP AG LO725 6-5


Batch Classification: Material and Batch

Class type 'Batches‘ (022/023)

Class 3
Pain killers

Characteristics
l ASS content
l Aspirin content
l Friability
l Color

Material
Bulk goods Batch
CETEPHARM-N 1998CN0127
Inheritance
Classification view Classification
l ASS content 39.0 - 42.5 % l ASS content > 41.5 %
l Aspirin content < 0.01 % l Aspirin content < 0.001 %
l Friability l Friability OK
l Color Shades of white l Color Pure white

ã SAP AG 1999

n Class characteristics can be given allowed values.


n These values can be overwritten for a specific material.
n To record values that lie outside the allowed limits, for example for measured physical and chemical
properties, you must set the indicator Additional values allowed.
n You can use various forms of characteristic, such as numeric characteristics, catalog characteristics,
or text characteristics.

(C) SAP AG LO725 6-6


Principles of Batch Determination
Actual Target

Batch
1998CN0127 Strategy record
Y

Batch class Selection class


3 2

Batch characteristics
ASS content > 41.5 %
ASS content > 40.5 %
Aspirin content < 0.001 %
Friability OK
Friability OK

Color Pure white

ã SAP AG 1999

n At batch determination, a batch can be found if its properties correspond to the criteria you specify.
n For the system to find the batch, you must first create a strategy record that can be stored at different
levels (for example, customer/material). The strategy record is also classified by a class of type
"batches". You define the selection criteria you require as characteristic values for this class.
n The strategy record class does not have to be the same as the batch class.
n If you want to find a suitable batch, the system accesses the relevant strategy record. It searches for a
batch master record with the same characteristic values as the strategy record. If the characteristics
match, the system compares the 'actual values' for the batch with the 'target values' for the strategy
record. If the search is unsuccessful, the system lists all batch records for the material during batch
determination.
n If required, auxiliary functions such as strategy analysis and printing the log are available. These
functions enable you to change your entries and continue the search.

(C) SAP AG LO725 6-7


Batch Determination in Sales

Delivery Warehouse
Sales order Sales
management

Search strategy Search strategy Material CE..


Batch 19..
•Ship-to party 9911 •Ship-to party 9911
•Material X •Destination GB

Batch determination

Characteristics Characteristics Characteristics


•ASS content > 41% •ASS content > 41% •ASS content > 41%
•Remaining shelf life •Remaining shelf life •Expiry date
10 days 10 days 02.01.05

ã SAP AG 1999

n Batch determination in sales can take place at the following times:


When a sales order is created, the system can search for a suitable batch.
If the search is successful, the batch number is passed on to delivery and warehouse
management. If it is not successful, this task is left to the subsequent functions.
If the batch is not determined until the delivery stage, a batch split can take place.
If a suitable batch is found, the batch number is transferred to warehouse management.
n If you use batch determination in sales for a transaction, you must have created a strategy record.
This record contains typical fields (such as, customer or material) for the appropriate transaction.
The record is classified by a selection class, allowing you to store the required entries for this
transaction as a characteristic value.
n In the batch determination process, the classification of the batch records is compared with that of
the strategy record. The search is successful if matching records are found. If the search is not
successful, you must change your search entries and start the batch determination process again. The
characteristic values are default values that you can change or exclude from the search.

(C) SAP AG LO725 6-8


Certificate with Limits from Batch Determination

Class / Material Sales order or Certificate


Characteristic delivery

Search strategy
•Ship-to party 9911
•Destination GB

Characteristics Characteristics Characteristics Char. Unit Limits Value

•ASS content [%] •ASS content 39.0 -42.5% •ASS content > 42.0% Potency % >42.0 43.0t
•Aspirin content •Aspirin content •Remaining shelf life 10
[%] < 0.01% days
•Friability •Friability
•Color •Color Shades of white

ã SAP AG 1999

n The limits from batch determination can be included on the certificate.


n This means that the certificate can contain customer-specific limits.
n The system prints the limits that were used to search for the batch. If the batch determination criteria
were changed in the sales order or delivery, the new criteria are copied.
n If the batch was not found by using a search strategy, but was entered manually, the allowed values
for the material are used.
n If no allowed values were found in the batch determination process or material master, the system
takes the entries contained in the class or characteristic.

(C) SAP AG LO725 6-9


Certificate Characteristics Category

1 Master inspection 2 Class characteristic


characteristic
Batch determination
Quality planning
MM
Batch classification
Quality inspection
PP-PI

3 Material specification (optional)


Inspection according to specifications from the classification
Transfer of QM inspection results to the batch

Master inspection
Class characteristic
characteristic

ã SAP AG 1999

n You enter master inspection characteristics, if you want to refer to data from quality inspections, and
you enter class characteristics, if the data is to come from the classification.
n You can link master inspection characteristics and class characteristics. For example, this allows you
to include the value from an inspection (origin 01), but the limits from batch determination (origin
02).
n The link between master inspection characteristics and class characteristics using the material
specification allows you to inspect according to the material specification. Inspection results can also
be copied into the batch classification.

(C) SAP AG LO725 6-10


Certificates with Batch Determination: Unit
Summary

You are now able to:


l Ensure that in addition to your inspection results,
customer-specific values at batch level are also
printed on your certificate

ã SAP AG 1999

(C) SAP AG LO725 6-11


Certificates with Batch Determination Exercises

Unit: Certificates with Batch Determination


Topic: Including the Batch Classification in the Certificate
Profile

At the conclusion of these exercises, you will be able to:


· Include the batch classification in the certificate profile

There are characteristics from batch classification that should appear on


the certificate.

1-1 Change your certificate profile for your material T-HT1## (batch HT-##).
1-1-1 The most current value for the melting point was defined in the batch
classification. This means, that the value from the batch itself should appear
on the certificate. It should still appear in Fahrenheit. How do you do this?

_____________________________________________________________
_____________________________________________________
_________________________________________________________
1-1-2 Check your changes using the "Print preview" function.

There are two ways to solve this exercise.

(C) SAP AG LO725 6-12


Certificates with Batch Determination Solutions

Unit: Certificates with Batch Determination


Topic: Including the Batch Classification in the Certificate
Profile

1-1 Change the certificate profile.


1-1-1 The most current value for the melting point was defined in the batch
classification. This means, that the value from the batch itself should appear
on the certificate. It should still appear in Fahrenheit. How do you do this?

Existing characteristic melting point: Enter result origin 02

or

New characteristic melting point (N-002), category 2, result origin 02,


specifications origin 01, unit of measurement °F

(C) SAP AG LO725 6-13


Quality Inspection for Delivery

Contents:

l Overview
l Inspection Control
l Batch Split and Partial Lots
l Inspection According to Specifications for Batch
Determination

ã SAP AG 1999

(C) SAP AG LO725 7-1


Quality Inspection for Delivery: Unit Objectives

At the conclusion of this unit, you will be able to:


l Describe the prerequisites for inspections for
a delivery
l Maintain control data for inspections
l Create inspection lots for a delivery
l Check for specifications from batch
determination

ãã SAP AG 1999
SAP AG

(C) SAP AG LO725 7-2


Quality Inspection for Delivery: Course Overview
Diagram

Certificates with
Course Overview 1 Batch Determination 6
Quality Inspection
Basics 2 for Delivery 7
Overview of Quality Configuration and
Certificates 3 Inspection Specifications 8
Returns and Complaints
Certificate Profile 4 Processing 9

Certificate Creation 5

ã SAP AG 1999

(C) SAP AG LO725 7-3


Quality Inspection for Delivery: Business Scenario

l Our company wants to use quality inspections to


ensure that only goods that meet the customer
specifications for each material are delivered.
l For certain customers, goods issue may only occur
when the quality inspection is successfully
completed.

ã SAP AG 1999

(C) SAP AG LO725 7-4


Overview

GO
AL

A
Insp. type
Material
10:

Re
jeRe
ptt
ep

ctje
Insp. for a

cc

ct
delivery

AAc
Inspection lot

STA Usage decision


RT

Inspection Record
lot created results

Inspection lot

ã SAP AG 1999

n The Quality Management (QM) component supports the Sales and Distribution (SD) component by
processing quality inspections for goods issues.
n The quality inspection for a delivery is necessary to check the quality of a material or product before
it leaves the premises of the manufacturer or vendor. Usually, the department responsible for quality
assurance at the manufacturing company performs a quality inspection to ensure that the goods are in
perfect condition before they are sent to the customer.
n The QM inspection is activated in the material master.
n If a delivery for a material is created in SD, QM automatically generates an inspection lot for the
delivery items relevant for inspection. The inspection lot is a request to the quality assurance
department to inspect the goods.
n The inspection result can be stored in the system in different ways. If the goods are damaged, defect
records can be created. Measured values or valuation codes are stored as characteristic values. You
plan the type of inspection and how it is to take place in the QM master data.
n The usage decision completes a QM inspection. The inspected goods are accepted for use, or
rejected. This is referred to as the 'Acceptance' or 'Rejection' of an inspection lot.

(C) SAP AG LO725 7-5


Quality Inspection Stage in Shipping

Delivery
Dispatch Inspection lot
after
inspection Goods issue
completion
Goods issue

Delivery
Inspection Inspection lot
in parallel
to shipping

Goods issue

Inspection Delivery
No inspection Acceptance
at the lot by the
customers
customer
Goods issue

ã SAP AG 1999

n If the 'QM control data in SD' is set so that goods are only shipped after inspection completion, a
positive usage decision must be made for an inspection lot before the goods issue can be posted.
Therefore, only goods that have been accepted in a QM inspection can be dispatched.
n When an inspection is performed parallel to shipping, the goods issue does not necessarily have to
wait until the usage decision has been made and the goods have been accepted. Quality control can
also release the inspection result after the goods have been issued.
n An 'inspection by the customer' is not represented in our system; no inspection lot is created.
Customers perform a source inspection of our goods at their own premises.
n The inspection lot is always created for the ship-to party.

(C) SAP AG LO725 7-6


Control of QM in SD

Inspection setup in
material master
record A

Insp. type 10: Material

INSPECTION
for delivery

Control of QM in SD

Customer info Customer


record in QM specifications in QM

m When to m When to
inspect? inspect?

Cust./SalesOrg/material Customer

ã SAP AG 1999

n Basic settings define that the quality inspection is to be performed 'before delivery'. However, in QM
you can define your own control data for a customer or a specific combination of material and
customer.
n A prerequisite is the inspection setup in the material master record. An inspection type for delivery
must be activated here, in order to trigger an inspection when the delivery is created. QM is also
activated for shipping.
n You may not want to structure the inspection in the same way for each customer. For this reason,
customer specifications are available in QM planning. You can define when quality assurance
occurs, and similarly when the usage decision should be made if it differs from the default. For
example, if the material should be released in QM before goods issue or during quality control?
n If you want to determine the stage at which quality control takes place differently for particular
combinations of material and customer, you must store these specifications in the customer info
record in QM. The customer info record takes precedence over the customer specifications.
n You can also enter the delivery category in the customer specifications and the customer info record.
In this field, you can define whether the vendor for the customer involved is only released for a
preliminary series or for a regular delivery. This field is only used here for information purposes.

(C) SAP AG LO725 7-7


Quality Inspections for Each Usage

Sales order Sales order

No special Usage indicator


usage SAMPLE
Delivery Delivery

Inspection Inspection
lot lot

Inspection plan Inspection plan


Task list usage Task list usage
Goods issue Goods issue
SAMPLE

• Packaging • Certificate
OK? enclosed?

ã SAP AG 1999

n The 'usage indicator' can be set in the header or the item for the sales order. It describes whether this
is a regular supply to the customer, or whether the goods are intended for a specific purpose.
n In QM, inspection plans describe what is to be inspected and how.
n If the customer defines deliveries for different usages, the QM system can react with various
inspection plans: For a model delivery, different characteristics may have to be inspected before the
delivery than for a regular delivery of the same material.
n If the appropriate settings are made in QM, each 'usage indicator' in SD is printed out as a 'delivery
category' in QM. Various task list usages, which the customers can define themselves, are based on
this 'delivery category'. The task list usages are assigned to inspection types. Inspection types must
be activated in the material master record to be used for a material.
n For example, inspection plans with different task list usages are maintained for a material. A sales
order is created with a usage indicator 'SAMPLE'. A delivery is created for the sales order and an
inspection lot is generated. The system automatically uses the task list that is intended for a model
inspection for a delivery.

(C) SAP AG LO725 7-8


Prerequisites: System Settings
Inspection lot origin for delivery type
DlvTy Origin Description
BV Cash sale
LF Delivery for order
LO Delivery w/o ref.

Inspection type for delivery category


Origin DelivCat Description InspType Short text
06 S Serialized parts 06 Inspection for returns from customer
10 10 Insp. to delivery for cust. with order
10 M Sample 1001 Sample delivery to customer with orde
11 11 Insp. for delivery to cust. w/o order
12 12 Insp. for delivery in general

ã SAP AG 1999

n The following settings are required in the system:


Ÿ In Customizing, one inspection lot origin must be entered for each delivery type.
Ÿ One or more inspection types are assigned to each inspection lot origin.
Ÿ Different inspection types can be controlled with the usage indicator for the sales order (delivery
category).

(C) SAP AG LO725 7-9


Prerequisites: Material and Inspection Plan

Inspection plan
Inspect substitute delivery
(inspection type 1002) active Usage:
Substitute delivery
Inspect with task list

Material

ã SAP AG 1999

n The inspection types are entered in the material master.


n In Customizing, you can define your own task list usage for each inspection type.
n You can therefore inspect a substitute delivery of a material differently from a regular delivery.

(C) SAP AG LO725 7-10


Batch Split

Order
10 Material : M1 100 L
Batch

Delivery
Delivery quantity
10 M1 100 L

Batch split

Delivery
Delivery quantity
10 M1 100 L
900001 M1 C1 20 L
900002 M1 C2 80 L

Batch selection

ã SAP AG 1999

n You can specify a batch in the order item for a material to be handled in batches, (whether a material
is handled in batches is shown in the material master record on the screens 'Purchasing' and 'Storage
1'). When the sales order is delivered, the batch is copied to the delivery and can no longer be
changed.
n If no batch is specified in the sales order, you can enter a batch in the delivery on the Picking
Overview screen. You must specify a batch at the latest when the goods are issued.
n You must use the batch split function, if the delivery quantity of an item is made up of different
batches. Batches are split as follows:
Manually on the batch split screen for the delivery item
Using automatic batch determination, when a delivery is created (The automatic batch
determination function must be active in the delivery item category.)
Using manually triggered batch determination on the batch split screen
Using the Warehouse Management system
n Batch Management is dealt with in detail in course LO955.

(C) SAP AG LO725 7-11


Batch Split and Partial Lots

Delivery Inspection lot Material M1100 L


Delivery quantity
10 M1 100 L
Partial lot 1 Batch C1 20 L
900001 M1 C1 20 L
900002 M1 C2 80 L Operation 10 Visual check

Characteristic - packaging

Partial lot 2 Batch C2 80 L


Operation 10 Visual check
Characteristic - packaging

ã SAP AG 1999

n A partial lot is created for each batch split item.


n Inspection results are recorded for each partial lot.
n There are two ways to make the usage decision:
A manual usage decision can be made for each partial lot.
The partial lot usage decisions are made automatically when an overall usage decision is made.
n The goods can then be issued if all partial lot usage decisions are OK.

(C) SAP AG LO725 7-12


Inspection According to Specifications for
Batch Determination

Condition technique
Strategy record Inspection plan
Characteristic: Characteristic:
Density CH010 - Density (ρ)
Density (ρ)
Copy Sales order 1<ρ<8
1<ρ<8
Delivery
2<ρ<5 Density
2<ρ<5

Inspection lot

Inspection lot
CH 010:
Density (ρ)

ã SAP AG 1999

(C) SAP AG LO725 7-13


Quality Inspection for Delivery: Unit Summary

l Usage indicator l Control data


/ delivery
QM in SD Control
category

How do you inspect? When do you inspect?

Sales order Delivery Goods issue

ã SAP AG 1999

n The following dependencies can be set between QM and SD:


An inspection can be performed in different ways, depending on the usage indicator from the
sales order.
The QM inspection can be expected before or during the goods delivery. If an inspection lot is
rejected, you can prevent the goods issue from being delivered if necessary.

(C) SAP AG LO725 7-14


Quality Inspection for Delivery Exercises

Unit: Quality Inspection for Delivery


Topic: Inspection Control

At the conclusion of these exercises, you will be able to:


· Prepare a quality inspection for a delivery and perform inspection
processing

An inspection should be performed on a delivery for your customer T-


L725##.

1-1 What prerequisites must be met for an inspection lot to be created for a delivery
without a sales order?
1-1-1 Name the Customizing requirements.

_____________________________________________________________
_____________________________________________________________
_____________________________________________________________
_____________________________________________
1-1-2 Name the master data requirements.

_____________________________________________________________
_____________________________________________________________
_____________________________________________________________
_____________________________________________

1-2 Normally, the inspection can still be performed after the goods issue for your
customer T-L725##. However, there is one exception: An inspection must have
been performed successfully for material T-FT1## before the goods can be issued.

(C) SAP AG LO725 7-15


1-2-1 Maintain the corresponding control data for QM in SD.

_____________________________________________________________
_____________________________________________________________
_____________________________________________________________
_____________________________________________

1-3 Create a delivery without reference. Use the following data:


Shipping point: 1100
Delivery type: LO
Sales organization: 1020
Distribution channel: 24
Division: 00
1-3-1 Use your customer T-L725## as the ship-to party. Set the planned goods
issue date at least 7 days in the future.
The delivery should consist of 50 boxes of your product T-FT1##.
Check on the Picking tab page whether the delivering plant has already been
defined. If not enter plant 1100. Also enter storage location 0002.
Enter a batch and save the delivery.

Your delivery has the number:


_______________________________________

1-4 Can the goods issue already be posted?


1-4-1 Try to post the goods issue?
Result: ___________________
1-4-2 Pick the delivery and try again.

_________________________________________________________
_________________________________________________________

1-5 Perform inspection processing for the newly created inspection lot. Inspection lot
number:
_______________________________________________________________
1-5-1 Record results for the delivery. Menu path:

________________________________________________________
________________________________________________________
1-5-2 Make the usage decision. Your decision:

Valuation: Code: Code group:

_________________________________________________________

1-6 Post the goods issue if possible.

(C) SAP AG LO725 7-16


Unit: Quality Inspection for Delivery
Topic: Batch Split and Partial Lots

At the conclusion of these exercises, you will be able to:


· Record a delivery with a batch split

The desired delivery quantity must be split into more than one batch.

1-1 Record a delivery with a batch split.


(C) SAP AG LO725 7-17
1-1-1 Create a new delivery without reference to your customer T-L725## and
material T-FT1##. Set the planned goods issue date at least 7 days in the
future. Delivery quantity: 50 boxes. Plant 1100, storage location 0002.
Distribute the 50 boxes into 2 batches of your material: FT-## and FT-##/2,
storage location: 0002.

Save the delivery. Delivery number:


_________________________________________________________

Again try to post the goods issue.


What messages appear?

_________________________________________________________

1-2 Perform inspection processing.


Inspection lot number:
___________________________________________________
1-2-1 Record the results and close the characteristics.
1-2-2 Make the usage decisions for the partial lots. (Everything is OK.) How do
you do this?

_________________________________________________________
_________________________________________________________

1-3 Post the goods issue.

(C) SAP AG LO725 7-18


Quality Inspection for Delivery Solutions

Unit: Quality Inspection for Delivery


Topic: Inspection Control

1-1 Prerequisites for creating an inspection lot for a delivery without a sales order:
1-1-1 Customizing:

Assign origin 11 to delivery type LO


Assign inspection type 11 to origin 11, delivery type ' '
1-1-2 Master data prerequisites:

Inspection type 11 is active in the material master

1-2 Normally, the inspection can still be performed after the goods issue for your
customer T-L725##. However, there is one exception: An inspection must have
been performed successfully for material T-FT1## before the goods can be issued.
1-2-1 Control data for QM in SD:

Logistics ® Quality Management ® Quality Planning ® Logistics


Master Data ® Quality Info Record: SD ® Create
Enter customer T-L725## and sales organization 1020.
Customer specifications: Quality inspection after delivery
Edit ® New info record
Material T-FT1##, quality inspection before delivery

1-3 Create a delivery without reference.


1-3-1 Delivery number: ______________________________

1-4 Can the goods issue already be posted?


1-4-1 Try to post the goods issue? Result:

You cannot make the goods issue because the delivery has not yet been
picked.
1-4-2 Pick the delivery and try again.

You cannot make the goods issue because the inspection has not yet been
completed.

1-5 Perform inspection processing for the newly created inspection lot.

(C) SAP AG LO725 7-19


1-5-1 Record results for the delivery. Menu path:
Logistics ® Quality Management ® Quality Inspection ® Inspection
Result ® Results Recording

or

Worklist ® Results Recording


1-5-2 Make the usage decision.
Logistics -> Quality Management -> Quality Inspection
Inspection Lot -> Usage Decision -> Record

or

Double-click on the inspection lot in the results recording worklist

or

Worklist -> Inspection Lot Completion -> Inspection Lots Without Usage
Decision

1-6 Post the goods issue if possible.

You should now be able to post the goods issue.

Unit: Quality Inspection for Delivery


Topic: Batch Split and Partial Lots

1-1 Record delivery with batch split:


1-1-1 Create a new delivery without reference to your customer T-L725## and
material T-FT1##.

Logistics -> Sales and Distribution -> Shipping and Transportation


Outbound Delivery -> Create -> Single Document -> Without Order
Reference
Shipping point 1100
Delivery type LO, sales organization 1020, distribution channel 24,
division 00
(C) SAP AG LO725 7-20
Set the planned goods issue date to at least 7 days in the future. Delivery
quantity: 50 boxes. Plant 1100, storage location 0002.
Distribute the 50 boxes into 2 batches of your material.

Select the item, pushbutton "Batch split for item", storage location 0002
(for each entry)

Pick the delivery.

Tab page "Picking"

Save the delivery.

Try to post the goods issue? What messages appear?

Goods issue cannot be made due to status of both partial lots

1-2 Perform inspection processing:


1-2-1 Record the results and close the characteristics.

Logistics -> Quality Management -> Quality Inspection


Inspection Result -> Results Recording

For partial lot 1 and 2

1-2-2 Make the usage decisions for the partial lots. (Everything is OK.) How do
you do this?

Access the usage decision transaction, for example by choosing:

Logistics ® Quality Management ® Quality Inspection


Inspection Lot ® Usage Decision ® Record

Goto -> Partial lots


Select partial lots, pushbutton "Find UD code"
Select UD code and copy
Continue
Save

1-3 Post goods issue:

You should be able to post the goods issue.

(C) SAP AG LO725 7-21


Configuration and Inspection Specifications

Contents:

l Overview
l Inspection According to Configuration

ã SAP AG 1999

(C) SAP AG LO725 8-1


Configuration and Inspection Specifications: Unit
Objectives

At the conclusion of this unit, you will be able to:


l Represent special customer requirements
for a product using the configuration
l Perform inspections based on configurable
characteristics

ãã SAP AG 1999
SAP AG

(C) SAP AG LO725 8-2


Configuration and Inspection Specifications:
Course Overview Diagram

Certificates with
Course Overview 1 Batch Determination 6
Quality Inspection
Basics 2 for Delivery 7
Overview of Quality Configuration and
Certificates 3 Inspection Specifications 8

Returns and Complaints


Certificate Profile 4 Processing 9

Certificate Creation 5

ã SAP AG 1999

(C) SAP AG LO725 8-3


Configuration and Inspection Specifications:
Business Scenario

l A customer wants to order a particular product with


a configuration of specified characteristics.
l You have to create a production order for the sales
order and perform an inspection during production
for the customer-defined characteristics.

ã SAP AG 1999

(C) SAP AG LO725 8-4


Sales & Distribution Logistics (1):
From Sales Order to Delivery

Sales & Materials


Production Shipping
Distribution Management
Production Planning

Sales Materials Production Goods Delivery


order planning order receipt

ot ot ot
p. l p. l . l
s s p
In In In
s

ã SAP AG 1999

n The characteristics are configured in the sales order and passed on using the logistics supply chain.
n If the material is manufactured internally, the characteristic specifications from the configuration can
be used for inspection types of origin 03 (in-process inspection for the production order) and origin
04 (final inspection when the goods are received from production).
n Characteristic specifications from configuration are not considered in inspection lots for a delivery.

(C) SAP AG LO725 8-5


Sales & Distribution Logistics (2):
From Sales Order to Delivery

Sales & Materials


Production Shipping
Distribution Management
Production Planning

Sales Materials Purchase Goods Delivery


order planning order receipt

t
lo t
s p. . lo
In sp
In

ã SAP AG 1999

n The characteristics are configured in the sales order and passed on using the logistics supply chain.
n If the material is procured externally, the characteristic specifications from the configuration can be
used for inspection types of origin 01 (receiving inspection when goods are received for the purchase
order).

(C) SAP AG LO725 8-6


Configuration and Inspection Specifications

?
?
? l Options for characteristic
What's
possible?
specifications from the variant
? ? configuration
n Control of required/optional
characteristics
n Additional inspection
characteristics
n Influence on limits for existing
inspection characteristics

ã SAP AG 1999

n Characteristics can be changed from "required" to "optional".


n Additional characteristics can be generated in the inspection lot.
n The limits can be changed for existing characteristics.

(C) SAP AG LO725 8-7


Prerequisites from the QM View

C
Cllasss
list / n iifficca
k
Tas ficatio syst atiionn
teemm
ci
Spe

Material master

.
Confi
gu r insp cs
profile ration ste sti
Ma acteri
r
cha

ã SAP AG 1999

n Material master
Basic data: Indicators can be configured
Classification: Assignment of class type 300 to the class
QM inspection setup: Inspection type with indicator Insp. by configuratn
n Insp. by configuratn is possible for the inspection types of origin 01, 03, and 04.
n Classification system
Class characteristics
Class of class type 300
n Configuration profile
n Master inspection characteristics with link to configuration characteristics
n Routing/rate routing/recipe/inspection plan

(C) SAP AG LO725 8-8


Characteristic Specifications from the Variant
Configuration

Routing
Material no.; steel sheet 300 x 700
Op. 10
Sales order 4713 Op. 20 CH10 C-content: 0.15 - 0.19 %
Customer Miller CH20 Mn-content: 0.45 - 0.70 % Inspection
Material no. Steel sht 300 x Insp. lot 4718 lot
Analysis
C-content: 0.15 - 0.19% Op. 20

Mn-content: 0.45 - 0.60%


CH10 C-content: 0.15 - 0.19%
Production order 4715
CH20 Mn-content: 0.45 - 0.60%

Steel sheet 300 x 700

Operation 10
Master
Master inspection
inspection
characteristics
characteristics Operation 20

...

ã SAP AG 1999

n In the above example, a sales order contains characteristic specifications that do not correspond to
the characteristic specifications in the appropriate (standard) routing. However to ensure that the
customer specifications correspond, the production order is processed using the specifications from
the sales order. During this process, the system checks whether there is a variant-configured
characteristic (in this case, Mn-content). The characteristic specifications are copied from the variant
configuration to the routing. When the sales order is released, these characteristic specifications are
copied to the inspection lot.
n You can use characteristics from the variant configuration as a source for characteristic
specifications in the inspection lot.
n In this case, the class characteristic must have exactly one link to a master inspection characteristic.
n When a characteristic from the configuration is valuated, this characteristic is copied as the
inspection specification.

(C) SAP AG LO725 8-9


Characteristic Specifications: Which takes
precedence?

Which one when?


Ta
s kl Specification ion
M
Op ateri
ist
u rat he
et
a
Op . 1 0 l n o Material no.: Steel sht nf ig e ls
.2
0 .: S Co s:
St
e
10
te el CH10 as CH
CH sh Cl 20
10 t CH20 CH
CH
20

I ns
pe
ct
lot ion

n
io
e ct
sp lot
In

ã SAP AG 1999

n If characteristic specifications are used from the configuration, you must inspect with a task list
and/or a material specification.
n If specifications from both the variant configuration and the task list or material specification apply
to a particular characteristic, the specifications from the variant configuration take precedence.
n Characteristics that are valuated for the configuration, but which do not exist in the task list or
material specification, are also inspected.

(C) SAP AG LO725 8-10


Object Dependencies

Required
Required characteristic
characteristic
Routing
Material no.; steel sheet 300 x 700
Sales order 4713 Op. 10
Op. 20 CH10 C-content: 0.15 - 0.19%
Customer Miller Inspection
CH20 Mn-content: 0.45 - 0.70%
Material no. Steel sht 300 Insp. lot 4718 lot
Analysis
Op. 20
C-content 0.15 - 0.19%

CH10 C-content: 0.15 - 0.19%


(Finished) assembly 4715
CH20 Mn-content: 0.45 - 0.70%

Operation 20

CH 10 C-content 0.15 - 0.19%

Optional
Optional characteristic
characteristic

ã SAP AG 1999

n If a class characteristic is hidden because of an object dependency (precondition) and if the


associated master inspection characteristic is defined as a required characteristic in the task list or
material specification, this characteristic becomes an optional characteristic in the inspection lot.

(C) SAP AG LO725 8-11


Adding Characteristics

Routing
Material no.; steel sheet 300 x 700
Sales order 4713 Op. 10
Op. 20 CH10 C-content: 0.15 - 0.19 %
Customer Miller
Inspection
Material no. Steel sht 300 x Insp. lot 4718 lot
Analysis
C-content: 0.15 - 0.19% Op. 20

Mn-content: 0.45 - 0.60%


CH10 C-content: 0.15 - 0.19%
Production order 4715
CH9000 Mn-content:0.45 - 0.60%

Steel sheet 300 x 700

Operation 10
Master
Master inspection
inspection
characteristics
characteristics Operation 20

ã SAP AG 1999

n Your customer wants to have another characteristic inspected that is not in the routing. To
automatically add the characteristic, you link the corresponding class characteristic from the
configuration to the appropriate master inspection characteristic.
n The characteristic is assigned to the last QM-relevant operation in the inspection lot. If there is no
QM-relevant operation, it is automatically added by the system.

(C) SAP AG LO725 8-12


Configuration and Inspection Specifications: Unit
Summary

You are now able to:

l Influence inspection characteristics within the


configuration
l Overwrite planned inspection specifications with
customer-specific specifications
l Add characteristics or change them from "required"
to "optional"

ã SAP AG 1999

(C) SAP AG LO725 8-13


Configuration and Inspection Specifications Exercises

Unit: Configuration and Inspection Specifications


Topic: Inspect According to Configuration

At the conclusion of these exercises, you will be able to:


· Perform an inspection based on the configuration for the sales order

If required, you produce your product T-HTK1## in make-to-order


production.
The specifications according to which the inspection should be performed
are redefined each time.

1-1 Perform an inspection based on the configuration for the sales order.

Create a standard order for sold-to party T-L725## and material T-HTK1##.
Purchasing organization 1020, distribution channel 24, division 00, purchase order
number 12345. A minimum of 1000g as the delivery quantity.

The number is:


_______________________________________________________________
_______________________________________________________________

Your configuration (characteristics and valuation):


_______________________________________________________________
_______________________________________________________________

1-2 Schedule for today's date (scheduling type 4). Save.

1-3 The number of the standard order is:


___________________________________________________________________
___________________________________________________________

1-4 The number of the process order is:


_______________________________________________________________
_______________________________________________________________

(C) SAP AG LO725 8-14


1-5 Choose Process order ® Change, and choose the pushbutton Materials (material
list). Enter the batch RT-## for materials T-RTA## and T-RTB##. Release the
process order. The inspection lot number is:
_______________________________________________________________
_______________________________________________________________

1-6 Start results recording. The last operation is QM-relevant. The operation number is:
_______________________________________________________________
_______________________________________________________________

You inspect according to the following limits:


_______________________________________________________________
_______________________________________________________________

(C) SAP AG LO725 8-15


Configuration and Inspection Specifications Solutions

Unit: Configuration and Inspection Specifications


Topic: Inspect According to Configuration

1-1 Perform an inspection based on the configuration for the sales order.
Logistics ® Sales and Distribution ® Sales Order ® Create
Order type OR, sales organization 1020, distribution channel 24, division 00,
purchase order number 12345.

1-2 Schedule for today's date (scheduling type 4). Save.

1-3 Number of the standard order

1-4 You can find the number of the created process order immediately after creation by
choosing:
Logistics ® Production-Process ® Process Order ® Process Order ® Display
At a later point, you can find the number using the sales order for example:
Logistics ® Production-Process ® Process Order ® Reporting ® Order
Information System ® Object Overview
Enter the sales order number, execute.

1-5 Choose Process order ® Change, and choose the pushbutton Materials (material
list). Enter the batch RT-## for materials T-RTA## and T-RTB##. Release the
process order. Save.
You can find the created inspection lot immediately after creation by choosing:
Logistics ® Quality Management ® Quality Inspection ® Inspection Result ®
For Operation ® Record

1-6 Start results recording. The last operation is QM-relevant. The operation number is:
0041
You inspect according to the following limits:
The limits should agree with your configuration.

(C) SAP AG LO725 8-16


Returns and Complaints Processing

Contents:

l Quality Notification for Customer


Complaint
l Inspection for Return Delivery

ã SAP AG 1999

(C) SAP AG LO725 9-1


Returns and Complaints Processing: Unit Objectives

At the conclusion of this unit, you will be able to:


l Process a customer complaint using
a quality notification
l Check a returned product using an
inspection lot

ãã SAP AG 1999
SAP AG

(C) SAP AG LO725 9-2


Returns and Complaints Processing: Course
Overview Diagram

Certificates with
Course Overview 1 Batch Determination 6
Quality Inspection
Basics 2 for Delivery 7
Overview of Quality Configuration and
Certificates 3 Inspection Specifications 8
Returns and Complaints
Certificate Profile 4 Processing 9

Certificate Creation 5

ã SAP AG 1999

(C) SAP AG LO725 9-3


Returns and Complaints Processing: Business
Scenario

l A customer complains about a delivered product.


You have to process this complaint and
implement the appropriate tasks.
l The delivered goods are returned. When the
goods are received, you create an inspection lot
to check whether the goods really are faulty.

ã SAP AG 1999

(C) SAP AG LO725 9-4


Returns and Complaints

OK. Please return the Repair or


Sorry, but the machine to us so that we exchange?
machine you can check it.
delivered is faulty.

The customer Customer complaint Returns are


complains about the is recorded processed
delivered goods

ã SAP AG 1999

n The QM component supports the process for returns and repairs processing (RMA - Return Material
Authorization) alternatively using the functions for:
Ÿ Quality inspection
Ÿ Quality notification
n When working with quality notifications, you can use a customer complaint to:
Ÿ Enter a complaint in the system
Ÿ Initiate complaint-based returns

(C) SAP AG LO725 9-5


Repairs Processing Using Quality Notifications

Quality
notification Repair
order
1
2
Goods issue
Repair
order
1 Status Blocked
2
sales
order stock

l Repair
l No repair
Goods receipt: required
l Scrap
Customer return delivery

Stock Quality
notification Unrestricted-
B use stock
B B C
A

ã SAP AG 2001

n You can use the Quality Notifications component in QM to support the RMA (Return
Material Authorization) process in your company. For example, if goods are returned by a
customer for repair or replacement because of a technical defect, you can use a quality notification
to process the return delivery. You record the problem in a quality notification for a customer
complaint (notification type Q1) and then use the functions of the quality notification and integrated
action box to:
Ÿ Create a repair order
Ÿ Initiate a technical inspection (analyzing the defects and determining what corrective tasks need to
be performed)
Ÿ Post a goods movement to the appropriate stock so the returned items can be processed
accordingly (for example, sales order stock, unrestricted-use stock, or scrap)
Ÿ Confirm the result of the technical check in the repair order and complete the notification
n If the technical inspection confirms that the goods are in proper working order and repairs are not
necessary, the goods can be returned to the customer
n If the goods have to be scrapped, an authorized person in Sales and Distribution (SD) can send
replacement parts to the customer.

(C) SAP AG LO725 9-6


Processing Quality Notifications

Create Notification: Customer Complaint

Action box

Create quality notification

Enter notification texts

Create repair order


(action box)

ã SAP AG 1999

n First, you create a quality notification for the customer complaint (notification type Q1).
n You enter the required notification data and, if necessary, you enter a more exact description of the
problem.
n If required, you create tasks to give immediate help to the customer (for example, issue a credit
memo, trigger a substitute delivery etc).
n If the customer wants to return the delivered goods, you can create a repair order for the returned
goods using the action box. You can enter a reference to the current quality notification (notification
number) in the repair order.

(C) SAP AG LO725 9-7


Complaints Processing Procedure

Trigger

Quality
notification

Diagnosis
Diagnosis

Defect analysis Immediate tasks

Cause determination Immediate activities

Corrective tasks

Corrective activities

ã SAP AG 1999

n A customer complaint can be recorded in the following ways:


You can create a notification with reference to an SD document (sales order, delivery note). In
this case, further information, for example material number and customer, will be directly
transferred to the quality notification.
You can record a general description of the problem and save the notification.
You can notify the Quality Assurance department using the SAP Business Workflow.

(C) SAP AG LO725 9-8


Posting the Returned Goods

Quality notification

Returns and
repairs
processing
using:

Return delivery

Posting the Quality inspection


return

ã SAP AG 1999

n Depending on the settings in the material master (Quality Management view), an inspection lot can
be generated when the returned goods are received.
n If the returned goods are delivered in the company, the following may happen:
Ÿ The return delivery is inspected. In this case, an inspection lot is automatically created at goods
receipt. Prerequisites:
- A repair order (sales order with repair item) exists for the returned goods.
- The inspection type, which was assigned to inspection lot origin 05 (other goods receipt) in
Customizing for inspection lot creation, is active in the material master for the returned goods.
Ÿ The returns are processed using a quality notification:
- The goods receipt is posted with reference to the repair order. You can find the repair order
using the notification number.

(C) SAP AG LO725 9-9


Processing Returns: Quality Notification

Edit Notification: Customer Complaint

Action box

? Check goods (analysis)

Record defect item(s)

Record tasks

Confirm repair order


(action box)

ã SAP AG 1999

n You perform a defect analysis on the returned goods and enter the defects in the notification.
n You use the results of the defect analysis to decide which corrective tasks are required. You can use
the action box for the notification to post a goods movement, that is to post the goods to the
appropriate stock (for example, unrestricted-use stock if no repair is required, blocked sales order
stock if the goods must be repaired, or scrap).
n You can use the action box to confirm the stock posting in the repair order. The system sets an
appropriate status in the repair order.
n If the goods must be repaired, the process for returns and repairs processing may be as follows:
Ÿ In the Customer Service (CS) component, you can create a service order for the repair.
Ÿ In the Sales & Distribution (SD) component, you can send spare parts to customers.

(C) SAP AG LO725 9-10


Processing Returns: Quality Inspection

Inspection Lot Processing: Results Recording

Inspection
lot worklist

A
? Inspection lot (returns)

B Results/defects recording

C Usage decision

D Goods movement

ã SAP AG 1999

n Instead of using the quality notification to process the returned goods, you can create an inspection
lot.
n The delivered goods are posted to inspection stock.
n You record characteristic results/defects. This clarifies the reason for the complaint.
n The goods can be moved when the usage decision is made.

(C) SAP AG LO725 9-11


Repairs Processing Using an Inspection Lot

Quality
notification Repair order

1
2
Goods issue
Repair order
1
2 Status

Blocked
stock
l Repair
l No repair required
Goods receipt: l Scrap
Customer return delivery Inspection lot Unrestricted-use
stock
Stock UD
B
B B C
A

Stock cat. Q

ã SAP AG 1999

n To process repairs, you can create an appropriate repair order for a customer from a notification.
n Processing can take place with an inspection lot (that is with a targeted inspection of the goods and a
usage decision), or WITHOUT an inspection lot.
n If an inspection lot is used, the usage decision determines the next stage for the goods; if no
inspection lot is used, a specific inventory posting can be made.
n The standard settings are contained in client 000.

(C) SAP AG LO725 9-12


Returns: Unit Summary

l You can process customer complaints using quality


notifications.
l The quality notification is created with reference to
the original document.
l An inspection lot is created for the returns posting.
This lot is used to inspect the goods.

ã SAP AG 1999

(C) SAP AG LO725 9-13


Returns and Complaints Processing Exercises

Unit: Returns and Complaints Processing


Topic: Order Entry and Returns Delivery

At the conclusion of these exercises, you will be able to:


· Create a customer repair order
· Create a returns delivery

The customer orders the repair of defective equipment in the call center.
They send the equipment in for repair.

1-1 Create a quality notification. Create a quality notification with the notification type
Q1.
Material: T-FSN##
Plant: 1200
Sales organization: 1000
Distribution channel: 14
Division: 00
Enter your customer T-CSD## as the sold-to party. Create a repair order using the
action box, order type RA. The purchase order number for the customer is RA-##.
They want to repair 2 pieces of equipment with the material number T-FSN##.
Save the notification and the repair order.
The mandatory partner is your user name.

1-2 Display repair order.


Display the repair order. Menu path: Logistics ® Customer Service ® Service
Processing ® Order ® Customer Repair ® Display
Display the detail screen for the repair of the main item.

(C) SAP AG LO725 9-14


How many parts are still to be delivered? ______________________
How many have already been delivered? ___________________
Make a note of the number of the repair order: ______________________

1-3 Create a returns delivery.


The equipment that needs to be repaired arrives in your company. Create a returns
delivery. Use the delivery type LR and shipping point 1200.

The customer supplies the serial numbers GR##-1 and GR##-2. These are not yet
available as master records. Assign these serial numbers to the delivery item.
Choose Item ® Serial numbers to manually assign them.

Choose Edit ® Post goods issue to issue the goods.

Unit: Returns and Complaints Processing


Topic: Quality Inspection and Repairs Processing

At the conclusion of these exercises, you will be able to:


· Create a service order
· Edit, confirm, and technically complete a service order

The result of the quality inspection is that one piece of equipment can be
repaired while the other piece of equipment must be scrapped. The repair
work is initiated. Since there is no warranty for the scrapped piece of
equipment, the customer does not get a credit memo.

1-1 Call up Quality Management: Logistics ® Quality Management ® Quality


Inspection ® Inspection Lot ® Usage Decision ® Record (Find your inspection
lot for the material using the F4 help). Make the usage decision.
Choose Rework (R10) as the usage decision code.
Choose the Insp. lot stock tab page and post one piece of equipment to scrap and
one to repair. Save your usage decision. A dialog box appears with the serial
numbers. Select the serial number that should not be scrapped and delete the entry
using the pushbutton Delete. Confirm using Enter. The usage decision is saved in
(C) SAP AG LO725 9-15
the background.

Call up your customer repair order: Logistics ® Customer Service ® Service


Processing ® Order ® Customer Repair ® Change
Select the main item and choose the pushbutton Repair. You can see the link
between the repair and the scrap. Exit the detail screen using F3.
Confirm the information messages with Yes and OK, and save your customer order.

Following the above procedure, a service order is automatically created. Again


change the customer repair order to display the service order (CS order).
Where can the service order be displayed?

What is the number of the service order?

1-2 Confirm and technically complete a service order.


Enter a time confirmation of 5 hours work time for your service order in the
function Overall completion confirmation.
Since the work is completed, choose Tech. completion and save the confirmation.

(C) SAP AG LO725 9-16


Returns and Complaints Processing Solutions

Unit: Returns and Complaints Processing


Topic: Order Entry and Returns Delivery

1-1 Create customer repair order.


Logistics ® Quality Management ® Quality Notification ® Create

Field name or data type Values


Notification type Q1
Material T-FSN##
Plant 1200
Sales organization 1000
Distribution channel 14
Division 00

Enter
Field name or data type Values
Sold-to party T-CSD##

Create a repair order.


Field name or data type Values
Order type RA
Purchase order number RA-##
Order quantity 2

Immediately save the notification and repair order.

Enter a mandatory partner: Your user ID. Enter. Return (F3).

1-2 Display repair order.

Logistics ® Customer Service ® Service Processing ® Order ® Customer


Repair ® Display
(C) SAP AG LO725 9-17
2 parts are to be delivered, 0 parts have already been delivered, number of the repair
order: __________________________________________________

1-3 Create a returns delivery.

Logistics ® Customer Service ® Service Processing ® Order ® Customer


Repair ® Returns Delivery

Field name or data type Values


Repair request Your order number
Delivery type LR
Shipping point 1200

Enter

Select the item and choose


Item ® Serial numbers

Field name or data type Values


Serial numbers GR##-1
GR##-2

Enter
Edit ® Post goods issue

Unit: Returns and Complaints Processing


Topic: Quality Inspection and Repairs Processing

1-1 Record results for the quality inspection.


Change inspection lot.
Logistics ® Quality Management ® Quality Inspection ® Inspection Lot ®
Usage Decision ® Record
Record the usage decision.

Field name or data type Values

(C) SAP AG LO725 9-18


Usage decision code Rework R10

Enter

Goto ® Inspection lot stock

Post 1 item to scrap and 1 item to repair.

Save the usage decision. In the dialog box with the serial numbers, select the serial
number that is not to be scrapped and delete the entry. Confirm using Enter.

Logistics ® Customer Service ® Service Processing ® Order ® Customer


Repair ® Change

Main item, Repair. Exit the detail screen using F3. Confirm the information
messages, save.

Logistics ® Customer Service ® Service Processing ® Order ® Customer


Repair ® Display
Select the main item, details for item with pushbutton Repair, on the detail screen:
Pushbutton SM order. The service order number is displayed.

1-2 Confirm and technically complete a service order.

Logistics ® Customer Service ® Service Processing ® Confirmation ® Entry


® Overall Completion Confirmation

Field name or data type Values


Order Your service order number

Enter

Field name or data type Values


Actual labor 5 hours total
(distribute)

Technical completion
Save

(C) SAP AG LO725 9-19


(C) SAP AG LO725 9-20
Appendix: Certificates/Setup Options

Contents:

l Certificate Form
l Data Origin for Characteristics
l Status Profile for Certificate Types
l Certificate Profile Determination
l Output Determination
l Enhancements

ã SAP AG 1999

(C) SAP AG LO725 10-1


Certificates / Setup Options: Unit Objectives

At the conclusion of this unit, you will be able to:


l Define your own text elements on the certificate
form
l Create your own data origins for characteristics
l Modify certificate profile determination and
output determination
l Describe the most important enhancements
for certificate functions

ãã SAP AG 1999
SAP AG

(C) SAP AG LO725 10-2


Certificates / Setup Options: Course Overview
Diagram

Certificates with
Course Overview 1 Batch Determination 6
Quality Inspection
Basics 2 for Delivery 7
Overview of Quality Configuration and
Certificates 3 Inspection Specifications 8
Returns and
Certificate Profile 4 Complaints Processing 9
Appendix: Certificates/Setup
Certificate Creation 5 Options

ã SAP AG 1999

(C) SAP AG LO725 10-3


Certificates / Setup Options: Business Scenario

l Our company wants to create certificates that meet


individual customer requirements. For this, you
must define profiles in which you specify the
properties of the product that are to be
documented on the certificate.

ã SAP AG 1999

n You are responsible for the system settings and modifications for quality certificates.

(C) SAP AG LO725 10-4


Certificate Form: General Data

Header text, logo


l Direct text entry in form

Quality certificate
l Insert texts using INCLUDE
Addressee l Use other fields that are
Reference data
available in the structure
l SAPscript - user exits

Material, delivery item data... l Modify form structure


Texts
(arrangement of windows,
page format etc.)
Batch/inspection lot
Characteristic title
Characteristic detail
Characteristic summary
...

Footer

ã SAP AG 1999

n This slide shows the first page of the example form QM_QCERT_01 for a quality certificate.
n You can modify the structure and content of certificates, by using the example certificate as a copy
model for a new form and then making changes to this new form:
Ÿ Texts entered or changed directly in the form take immediate effect.
Ÿ You can include general texts or long texts from application documents using an INCLUDE
command.
Ÿ In the individual text elements, there is a note explaining which work areas are available. You can
print other fields in these work areas in addition to the ones given in the example form. (If you
want this function, check that the required fields contain information.)
Ÿ To retrieve additional data, you can use SAPscript user exits (PERFORM command).
Ÿ Any changes you make to the form itself (for example, rearranging the page windows) take
immediate effect.
n See the application help or course BC460 for additional information about maintaining forms.

(C) SAP AG LO725 10-5


Certificate Form: Characteristics

Quality certificate
Addressee
Reference data

...
CHARACT_HEADER Characteristics in the certificate profile
CHARACT_FIRST Reference
CHAR_0001 No. No.
Characteristic Text element
No. No.
CHAR_0002 10 IR spectrum 0001
20 Melting point Z001
CHAR_0003
30 Color 0002
CHAR_0004 40 Potency 0001
CHAR_0005
CHAR_0006
CHAR_Z001
CHARACT_LAST
CHARACT_SUM
...

ã SAP AG 1999

n You can change the text and fields in all text elements, or rearrange them.
n You can define your own text elements in the form that are named "CHAR_xxxx", (where xxxx
stands for any character string).
n Give your own text elements a title that starts with the number 9 or a letter. Do not use the SAP
method of consecutive numbering for text elements.
n Your new text element is available in all certificate profiles that use the form.
n A characteristic in a certificate profile can reference this text element. The characteristic data is
printed when a certificate is created and included in the text element.

(C) SAP AG LO725 10-6


Data Origin for Characteristics

Characteristics in the certificate profile


Reference
No. Characteristic
No. Result
No. origin
Short
No.text Insp. No.
spec. ori Strategy for skip
No.
10 IR spectrum 02 02 02
20 Melting point Z1 01 Z1 01
30 Color 01 01 01 ZS
40 Potency 01 ZZ Z1 01

01 Inspection specifications from QM


02 Specifications from batch specification
01 Inspection result 03 Material spec. from production chain
02 Batch classification Z1 Specification from reference lot
03 Inspection/batch from production chain
Z1 Material classification
01 Output text if charact. is skipped
02 Output value from batch if char. skipped
01 Short text from master insp. char. ZS Value from other inspection lot
02 Short text from general characteristic
03 Short text from certif. profile char.
ZZ Short text from self-defined table

ã SAP AG 1999

n You can define your own data origins for characteristics in the certificate profile.
n To do this, you must enter new origins in Customizing. There is a function module behind each
origin.
n You define new origins in the following way:
Ÿ Create a new function group
Ÿ Copy the TOP include and the subprograms of function group QC02
Ÿ Copy individual function modules to your new function group and modify the coding. By copying,
you ensure that you are using the same interface. If you use an alternative function module
interface, this may lead to unexpected results.
Ÿ Enter new origins in Customizing. Note the customer namespace.
Ÿ Maintain the allowed combinations of origins for specifications and values

(C) SAP AG LO725 10-7


Status Profile for Certificate Types

l Step-by-step release

l Discontinued certificate profiles

Profile CE Profile CE2

Today + 1 Month 31.12.9999

l Deletion of locked certificate profiles

ã SAP AG 1999

n In Customizing you can enter a status profile for the certificate type.
n A user status can be set in the certificate profiles for this certificate type.
n You can use the user status to achieve the following:
Step-by-step release of certificate profiles by different users
Discontinued certificate profiles are no longer assigned
Deletion of locked certificate profiles (usually the system only proposes certificate profiles with
the status "Created" for deletion).
n Note: The status profile is not valid for objects that were created before the Customizing change.

(C) SAP AG LO725 10-8


Certificate Profile Determination

Self-defined access sequence

Self-defined condition tables (assignment levels)

No self-defined profile

No self-defined condition type

No conditions

ã SAP AG 1999

n You can define your own key combinations for certificate profile determination and store these in
your own access sequence.
n For this, choose fields from the field catalog.
n If you want to supplement the fields in the field catalog, you must use customer enhancements.
n Note that you cannot define your own profile or condition type.
n There are no conditions available in the profile and access sequence.

(C) SAP AG LO725 10-9


Output Determination

Self-defined condition tables (assignment levels)

Self-defined access sequence

Self-defined output types

Printer determination
Self-defined print program
Self-defined functions

Self-defined profile

Conditions

ã SAP AG 1999

n All the elements of the condition technique are available to you in Customizing for output
determination.
n Note that the output type LQCA is needed to simulate certificate creation from the certificate profile.
n The function "Ship-to party" is also needed for the certificate view.
n If you require your own print program, you should try to keep as many of the SAP standard settings
as possible by linking the standard INCLUDEs.

(C) SAP AG LO725 10-10


Certificate Profile Enhancements

Header data subscreen


Self-defined criteria for lot selection

Certificate profile maintenance

Inclusion of new characteristics


Predefine control data for a characteristic

User function codes

ã SAP AG 1999

n You can make the following functions available with the help of the enhancements in the certificate
profile:
Ÿ Creating new fields in the certificate profile
Ÿ Including several new characteristics in the certificate profile from a self-defined source
Ÿ Predefining control data for a new characteristic in the certificate profile (data origin, print format,
"Required" indicator, additional text if outside the limits, text element)

(C) SAP AG LO725 10-11


Enhancements for Certificate Creation

Change delivery data that has been loaded

New fields for certificate profile determination


Change printer

Criteria for certificate profile determination

Self-defined criteria for lot selection

Certificate creation

Limiting selection of batches


Change characteristics in that were used
certificate profile

No immediate use of certificate profile

WWW: Limiting the list of materials

ã SAP AG 1999

n You can make the following functions available with the help of the enhancements in the certificate
profile:
Ÿ Intervening before and after certificate profile determination
Ÿ Changing loaded data
Ÿ Filtering and selecting the correct batch, if several were used
Ÿ Only using the certificate profiles if they have been released after assignment
Ÿ Limiting the list of materials displayed relating to a specific customer, for access over the Internet

(C) SAP AG LO725 10-12


Certificates / Setup Options: Unit Summary

You are now able to:


l Make modifications to the layout
l Insert additional data on the certificate
l Define a user status in the certificate profile
l Modify certificate profile determination and output
determination
l Use various enhancements

ã SAP AG 1999

n You can modify the layout using SAPscript.


n You can use SAPscript commands to include other data on the certificate, define your own text
elements for characteristics, and create your own data origins for characteristics. You can also adapt
the print program.
n The user status in the general status management allows, for example, a step-by-step release process,
the deletion of locked certificate profiles, and prevents the assignment of discontinued certificate
profiles.
n You can define your own assignment levels (key combinations) in certificate profile determination.
n All condition technique options are available to you in output determination.
n There are several enhancements available for use in certificate profile maintenance and certificate
creation to suit individual customers' needs.

(C) SAP AG LO725 10-13