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Title:

Oracle Quality Setup and Processing


Prepared by: Larry Sherrod Release Date: 02/10/2008

Purpose: This document defines the basics Quality Module Setup.

Table of Contents:
Collection Elements.............................................................................................................2
Reference.........................................................................................................................2
Variable............................................................................................................................3
Attribute...........................................................................................................................3
Collection Plans...................................................................................................................5
Actions.............................................................................................................................7
Quality Report Writer....................................................................................................10

Page 1 of 10
Title:
Oracle Quality Setup and Processing
Prepared by: Larry Sherrod Release Date: 02/10/2008

Collection Elements
Collection elements are the basic building blocks of collection plans, which are
the data structures that you use to collect Quality results. Before you can collect
Quality data, you must first create a collection plan. You begin by creating
collection elements, which define the characteristics of the product or process
that you want to monitor, record, and analyze.

Collection elements are categorized by type so that they can be sorted and
grouped in database searches and on reports. You assign collection element
types to collection elements when you define them.

Reference
The Reference Information collection element type groups collection elements
that reference common objects defined in other Oracle Applications, such as
Oracle Flow Manufacturing, Inventory, Order Management, Purchasing, and
Work in Process. You can reference any data within an Oracle Database.

From your Quality menu, NAV > Setup > Collection Elements. When the Screen
appears, query for Customer. This will bring up the Customer Reference
Collection Element, as shown below.

This is a seeded
element and you
should not modify it.
You can create
another as long as
the name is different.

The Select statement


is used to define the
valid values for the
data a user would
select from. Make
sure the data type
and reporting length
match the data you
are referencing. You
cannot change the data type once the element is saved.

Page 2 of 10
Title:
Oracle Quality Setup and Processing
Prepared by: Larry Sherrod Release Date: 02/10/2008

Variable
If you need collection elements based on specification tolerance ranges, you
would use a variable collection element type. The setup is the same except you
would press the Spec Limits button at the bottom of the form. The screen below
will display.

Here you can establish the


acceptable ranges of your
specification. You will note
the “Bell” curve arrangement
of the data. You can use
these ranges to define
actions taken when data is
input outside of the range.

Attribute
If you need collection elements based on a customized list of values, you would
use an attribute collection element type. The setup is the same except you
would press the Values button at the bottom of the form. The screen below will
display.

Here you can create your


values you wish the user to
select from.

While it is recommended you use the above elements types as described, you
are not required to by the application code. You can use create reference
elements that use spec limits and so on. You can also develop you own element
types to categorize them.

Page 3 of 10
Title:
Oracle Quality Setup and Processing
Prepared by: Larry Sherrod Release Date: 02/10/2008

Specifications
Specifications define the requirements to which the product must conform. You
can define specifications for the key characteristics of the products that you
produce or for the materials that you receive from suppliers.

You can attach illustrative or explanatory files to specifications, such as text,


images, word processing documents, spreadsheets, video, and so on.
Attachments can be used to document processing instructions as well as
inspection and disposition procedures.

From you Quality menu, NAV > Setup > Specifications. The form below will
appear.

You can link the


specification to an Item,
Supplier or Customer. It
can also apply to a single
item, category or category
set. I most cases you will
link it to a single item. If
this is the case, you can
make the Specification
Name the same as the
item.

Once you have input the


above information, you can press the SPEC ELEMENTS button. The screen
below will appear.

Using the collection


elements you previously
created, enter you range
data. You can also copy
from existing specifications.

Page 4 of 10
Title:
Oracle Quality Setup and Processing
Prepared by: Larry Sherrod Release Date: 02/10/2008

Collection Plans
From your Quality menu, NAV > Setup > Collection Plans. The screen below will
appear. Here you can enter the collection plan information.

The plan type adds no functionality


beyond the grouping of collection
plans.

You can use the Copy Elements


button to open a form to copy all
the elements from another
collection plan.

To link the collection to an existing


specification, press the
SPECIFICATIONS button. The
form below will appear and you
may select from the list.

For each collection plan created, Oracle


generates a table view of the plan data.
To generate the table, press the VIEWS
button. Oracle will show a form displaying
the view table name and the import table
name. You can open these tables in any
SQL editor. Press the CREATE button to
complete the process.

Page 5 of 10
Title:
Oracle Quality Setup and Processing
Prepared by: Larry Sherrod Release Date: 02/10/2008

If you wish to link the collection plan to a transaction, press the TRANSACTION
button. The form below will appear.

Since this module was


developed for discrete
applications, most of
the transactions refer
to those modules. It
does offer links to
Purchasing, EAM and
Service. If you need
have a user access the
collection plan from a
transaction not
supported, you can use
a custom ZOOM.

Checking the Mandatory box will not let the user save the transaction without
entering a collection plan record.

Checking the Background box allows the collection plan


to automatically collect data from the transaction detail
so the user does not have to reenter it. You must check
the Enabled box if you wish to use the transaction link.

In the Collection Triggers section of the form you can


establish the conditions you wish to launch the
collection plan. I the above instance, the collection plan
is “triggered” when a user is performing a receiving
transaction of a 319-I item. The user will not be able to
complete the receipt without entering the collection plan
data.

There are many triggers you can choose from. It image


to the right show several.

Page 6 of 10
Title:
Oracle Quality Setup and Processing
Prepared by: Larry Sherrod Release Date: 02/10/2008

Actions
You can use actions to perform notifications to the user or to generate emails to
others based on specific conditions. Select an element on the Collection Plans
screen press the ACTIONS button.

You should now see the


screen below.

There are two actions


specified. We are
looking at the first.
This action is invoked
when the user inputs
a value outside of the
upper and lower
specification limits of
this element. When
this occurs, the user
is prompted with a
dialog box containing
the message shown.

When we review the


second action, we
see the action details
change.

Press the ACTION


DETAILS button.

Page 7 of 10
Title:
Oracle Quality Setup and Processing
Prepared by: Larry Sherrod Release Date: 02/10/2008

You can now see the Actions: Send Email screen.


Here you can enter the
email address, subject,
and Cc or Bc addresses.
In the Text area, you can
enter the body of the text
along with any Variables.
Variables are a way to
include data specific to the
record.

In order to link the


variables to your plan
data, press the
VARIABLES button.

From this form you can define the


variables used in the body of the
email. This will link them to the
actual values in the quality
record.

Page 8 of 10
Title:
Oracle Quality Setup and Processing
Prepared by: Larry Sherrod Release Date: 02/10/2008

You can also create collection elements as a place holder for information
determined by data in other elements. For instance, you may wish to display the
item description next to the item number. You need create an element. In this
case we created Aleris Item Description. We added it to our collection plan and
we can now add an action rule as seen in the form below.

Press the ACTION DETAILS


button. The form below appears
and you can insert the SQL code
needed to locate the item
description associated with the
item.

NOTE: Included in the statement


is the ITEM variable you must
define.

Page 9 of 10
Title:
Oracle Quality Setup and Processing
Prepared by: Larry Sherrod Release Date: 02/10/2008

Reports
Quality is unique among modules in that it has a report writer tool built into its
functionality. This allows users to develop their own reports based on their
needs. These report templates can be saved for use again. They can also be
copied and then modified to meet another user’s needs.

Quality Report Writer

From the reports menu select, Quality Results ReportWriter. The screen below
will appear.

Here you can define the


name, plan, title and
description of the report.
You can define the columns
you wish to display. You can
also establish the conditions
you wish to report using the
Show Results Where area.

Page 10 of 10