Inhaltsverzeichnis

Alle Kapitel aufklappen
Alle Kapitel zuklappen
Acknowledgments
25
Introduction
27
Goals of This Book
28
Target Audience
30
Structure and Content
30
PART I Quality Management Core Concepts
35
1 Quality Management in SAP S/4HANA
37
1.1 Organizational Structure in SAP
39
1.1.1 Client
41
1.1.2 Company Code
42
1.1.3 Plant
42
1.1.4 Storage Location
42
1.1.5 Warehouse Number
42
1.2 Quality Management in the SAP Landscape
43
1.3 Business Processes in QM
45
1.3.1 Quality Engineering
45
1.3.2 Quality Assurance and Control
47
1.3.3 Quality Improvement
49
1.3.4 Product Change Management
51
1.4 Integration with Other Areas
52
1.4.1 Materials Management
53
1.4.2 Production Planning
54
1.4.3 Sales
55
1.4.4 Plant Maintenance
55
1.4.5 Embedded Extended Warehouse Management
56
1.4.6 ISO 9001 Certification Process and SAP S/4HANA
56
1.5 Summary
62
2 Quality Planning
63
2.1 Quality Management View in Material Master
65
2.2 Master Record
77
2.2.1 Change Master Record
77
2.2.2 Business Partner Master Record
78
2.2.3 Batch Master
78
2.2.4 Production Resources and Tools
79
2.3 Master Recipe or Routing
80
2.4 Reference Operation Set
80
2.5 Work Center
81
2.6 Inspection Method
83
2.7 Quality Agreements
85
2.7.1 Quality Assurance Agreement with Vendors
86
2.7.2 Quality Assurance Agreements with Customers
87
2.7.3 Technical Delivery Terms with Customers
87
2.8 Quality Information Record
88
2.9 Master Inspection Characteristics
88
2.9.1 Create Inspection Characteristics
89
2.9.2 Edit Control Indicators
90
2.9.3 Assign Inspection Catalog
99
2.10 Sampling Procedure
100
2.11 Inspection Plan
104
2.11.1 Task List Header
105
2.11.2 Inspection Plan Header
106
2.11.3 Material Assignment
109
2.11.4 Test Equipment
110
2.11.5 Operations View
110
2.11.6 Long-Term Characteristics
112
2.11.7 Calculated Characteristics
112
2.11.8 Classed Characteristics
114
2.11.9 Dependent Characteristics
115
2.12 Material Specification
118
2.13 Summary
120
3 Quality Inspection
121
3.1 Business Processes in Quality Inspection
121
3.1.1 Inspection Lot Creation
122
3.1.2 Results Recording
126
3.1.3 Usage Decision
135
3.1.4 Stock Posting
137
3.1.5 Defect Recording
139
3.1.6 Inspection Report
141
3.2 Optimization Features of Inspection Planning and Quality Inspection
142
3.2.1 Master Data
143
3.2.2 Inspection Lot
145
3.2.3 Digital Signature
148
3.2.4 Results Recording
161
3.2.5 Usage Decision
170
3.2.6 Engineering Workbench
177
3.3 Multiple Specifications
179
3.3.1 Configuration Settings
180
3.3.2 Master Data Settings
182
3.3.3 Business Processes
185
3.4 Dynamic Modification Rule
187
3.4.1 Master Data Maintenance
189
3.4.2 Business Processes
201
3.5 New Inspection Types
203
3.5.1 Configuration Settings
204
3.5.2 Master Data Setup
210
3.5.3 Business Process
212
3.5.4 Inspection Lot Processing
213
3.6 Configuration Basics: Quality Planning and Quality Inspection
215
3.6.1 Client Settings
215
3.6.2 Plant Settings
218
3.6.3 Quality Planning
226
3.6.4 Quality Inspection
250
3.7 Summary
259
PART II Quality Management Integration with Logistics
261
4 Integrating with Materials Management
263
4.1 Configuration Basics
264
4.1.1 Material Type/Task List Combination
264
4.1.2 Control Key for QM in Procurement
265
4.2 Procurement Business Processes
267
4.2.1 Goods Receipt in Procurement: Inspection Type 01
267
4.2.2 Source Inspection: Inspection Type 0101
275
4.3 Pilot Run Inspection: Inspection Type 0102
280
4.3.1 Configuration Basics
280
4.3.2 QM Master Data Checklist
282
4.3.3 Business Processes of Pilot Run Inspection
282
4.4 Subcontracting: Inspection Type 0130
286
4.4.1 QM Master Data Checklist
287
4.4.2 Subcontracting Purchase Order
287
4.4.3 Transfer Posting of Subcontracting Purchase Order
288
4.4.4 Goods Receipt for Subcontracting Purchase Order
289
4.4.5 Inspection Lot for Subcontracting Purchase Order
290
4.4.6 Invoice Receipt
290
4.5 Inventory Management Processes
291
4.5.1 Stock Transfer Inspection: Inspection Type 08
291
4.5.2 Other Goods Receipt: Inspection Type 05
295
4.6 Handling Inspection Stock at QM Activation: Inspection Type 0800
297
4.6.1 Configuration Settings
298
4.6.2 QM Stock at QM Activation
298
4.6.3 Inspection Lot on QM Activation
299
4.7 Summary
301
5 Integrating with Production Planning
303
5.1 Configuration Basics
304
5.1.1 Material Type/Task List Combination
304
5.1.2 Order Type-Dependent Plant Parameters
304
5.1.3 Confirmation Parameters
306
5.1.4 Control Key
307
5.2 Master Data
310
5.2.1 PP and QM Master Data Checklist
310
5.2.2 QM Data in Master Recipe
310
5.3 Business Processes in Production Planning
313
5.3.1 Process Manufacturing and Discrete Manufacturing
313
5.3.2 Repetitive Manufacturing
324
5.4 Summary
332
6 Integrating with SAP S/4HANA Sales
333
6.1 Configuration Basics
334
6.2 Master Data
335
6.3 Business Processes
337
6.3.1 Customer Delivery with Sales Order
337
6.3.2 Customer Delivery without Sales Order
340
6.3.3 Return Order
342
6.3.4 General Delivery
344
6.4 Summary
345
7 Integrating with Plant Maintenance
347
7.1 Deciding which Functionalities to Implement
348
7.1.1 Scenario 1: PM without MM
349
7.1.2 Scenario 2: PM with MM
349
7.1.3 Scenario 3: MM without PM
350
7.1.4 Scenario 4: Neither MM nor PM
350
7.2 Defining Test Equipment
350
7.2.1 Test Equipment as a Material
350
7.2.2 Test Equipment as PM Equipment
351
7.2.3 Test Equipment as a Production Resource/Tool
351
7.2.4 Test Equipment as a Document
352
7.3 Configuration Basics
352
7.3.1 Inspection Type Assignment to PM Order Type
352
7.3.2 Serial Number Profile
353
7.4 Test Equipment Master Data
355
7.4.1 Create Material Master
355
7.4.2 Material Serial Number
357
7.4.3 Test Equipment and Serial Number Synchronization
358
7.4.4 Test Equipment
360
7.4.5 General Task List
362
7.4.6 Maintenance Plan
365
7.4.7 Schedule Maintenance Plan
369
7.4.8 Deadline Monitoring
371
7.5 Business Processes in Test Equipment Management
372
7.5.1 Calibration Order
373
7.5.2 QM Inspection Lot for Test Equipment: Inspection Type 14
375
7.5.3 Results Recording
376
7.5.4 Calibration Orders Worklist
377
7.5.5 Calibration Orders Completion
378
7.5.6 Evaluations
378
7.6 Summary
379
8 Integrating with Embedded Extended Warehouse Management
381
8.1 Configuration Basics
383
8.1.1 Activate Inspection Object Type
383
8.1.2 Maintain Inspection Object Types Version
386
8.1.3 Define and Assign Follow-Up Actions
387
8.1.4 Quality Inspection Group
389
8.1.5 Define and Assign Work Center
390
8.2 Master Data Setup
392
8.3 Business Processes
395
8.3.1 Create Purchase Order with Inbound Delivery
395
8.3.2 Create Inbound Delivery in SAP S/4HANA
396
8.3.3 Create Inbound Delivery and Goods Receipt in Embedded EWM
397
8.3.4 Process Quality Inspection Lot
399
8.3.5 Display Quality Inspection Details
402
8.4 Reporting
403
8.4.1 Warehouse Management Monitor
403
8.4.2 Quality Inspection Workload
405
8.4.3 Inspection Lot Analytics App
406
8.5 Summary
407
PART III Quality Management Workflow Tools
409
9 Batch Management
411
9.1 Batch Management Overview
412
9.2 Batch Classification
413
9.2.1 Define Characteristics
414
9.2.2 Define Class and Assign Characteristics
418
9.2.3 Assigning Classification in the Material Master
418
9.3 Business Processes of Batch Management
419
9.3.1 Create Batch Master Manually
419
9.3.2 Changing a Batch
423
9.3.3 Deleting a Batch
424
9.3.4 Automatic Creation of a Batch in Goods Movement
424
9.3.5 Stock Overview
426
9.4 Recurring Inspection and Expiration Dates
427
9.4.1 QM Master Data Checklist
428
9.4.2 Business Processes
431
9.5 Active Ingredient Management
434
9.5.1 Configuration Basics
434
9.5.2 Master Data
436
9.5.3 Business Processes
447
9.6 Batch Derivation
456
9.6.1 Configuration Basics
457
9.6.2 Classification in Material Master
457
9.6.3 Business Processes
464
9.6.4 Reporting
467
9.7 Batch Determination
468
9.7.1 Define Condition Tables
470
9.7.2 Define the Access Sequence
472
9.7.3 Define Strategy Types
473
9.7.4 Define the Batch Search Procedure
475
9.7.5 Batch Search Procedure Allocation
475
9.7.6 Creating a Sort Sequence
476
9.7.7 Maintain Condition Records
477
9.7.8 Business Process
478
9.8 Work-in-Process Batches
480
9.8.1 Configuration Settings
481
9.8.2 Master Data Setup
483
9.8.3 Business Processes
485
9.8.4 Reporting
490
9.9 Reporting
492
9.9.1 Batch Information Cockpit
492
9.9.2 Electronic Batch Record
495
9.10 Summary
497
10 Sample Management
499
10.1 Plant Settings
500
10.2 Master Data
501
10.2.1 Sample-Drawing Procedure
501
10.2.2 Inspection Plan
505
10.2.3 QM Master Data Checklist
506
10.3 Business Processes
506
10.3.1 Goods Receipt for Purchase Order
507
10.3.2 Inspection Lot for Goods Receipt
508
10.3.3 Physical Samples for Goods Receipt
509
10.3.4 Release Physical Sample Drawing
510
10.3.5 Inspection Lots for Physical Samples
512
10.3.6 Result Recording for Physical Sample: Inspection Type 15
514
10.3.7 Results Recording for Pooled Samples (Goods Receipt Inspection)
514
10.3.8 Manually Creating a Physical Sample
516
10.4 Physical Sample Drawing with Reference: Production Processes
519
10.4.1 Process Order
520
10.4.2 Physical Sample Drawing with Reference
521
10.5 Configuration Basics
523
10.5.1 Physical Sample Type Assignment to Inspection Type
523
10.5.2 Define Physical Sample Types
524
10.5.3 Define Physical Sample Container
525
10.5.4 Define Physical Sample Locations
525
10.6 Summary
525
11 Quality Certificates
527
11.1 Incoming Quality Certificates
527
11.1.1 Configuring the Control Key
528
11.1.2 Define Control Functions for Certificate Processing
529
11.1.3 Master Data for Incoming Quality Certificates
531
11.1.4 Create a Purchase Order
533
11.1.5 Goods Receipt against the Purchase Order
534
11.1.6 Incoming Inspection Certificate
535
11.1.7 Incoming Certificate Worklist
537
11.2 Outgoing Quality Certificates
540
11.2.1 Define Keys for Certificate Processing
541
11.2.2 Master Data for Outgoing Quality Certificates
541
11.2.3 Business Processes in Outgoing Quality Certificates
546
11.3 Summary
551
12 Quality Notification
553
12.1 Workflow
553
12.2 Quality Notification in Sales
556
12.2.1 Creating Quality Notification: Customer Complaint
557
12.2.2 Correction Tasks
562
12.2.3 Changing the Activities Status and Completing the Notification
565
12.2.4 System Status and User Status
566
12.2.5 Follow-On Action
567
12.2.6 Action Log
567
12.2.7 Partner Data of the Notification
568
12.2.8 The 8D Report
568
12.3 Quality Notification in Production
571
12.4 Quality Notification in Procurement
574
12.4.1 Create Quality Notification
574
12.4.2 Buyer’s Negotiation Sheet
576
12.4.3 Document Flow
577
12.5 Quality Notification Tools
578
12.5.1 Controlling Tasks Using Notification Worklist
579
12.5.2 SAP Fiori Apps for Quality Notification
581
12.5.3 Information System
582
12.5.4 Solution Database
584
12.6 Corrective and Preventive Action
590
12.7 SAP Quality Issue Management
596
12.7.1 Business Processes
597
12.7.2 Deployment Options
600
12.7.3 Configuring SAP Quality Issue Management
601
12.7.4 Structure of SAP Quality Issue Management
602
12.7.5 Creating a Quality Issue
606
12.8 Configuration Basics: Quality Notification
618
12.8.1 Overview of Notification Type
618
12.8.2 Notification Creation
618
12.8.3 Copy Screen Areas from the Standard System
620
12.8.4 Allocate Change of Notification Type
620
12.8.5 Notification Processing
621
12.8.6 Additional Notification Functions
622
12.8.7 Defects Recording
623
12.8.8 Nonconformity Costs for Vendor Evaluation
623
12.8.9 Define Confirmation Profile
624
12.9 Summary
624
13 Engineering Change Management
627
13.1 Change Master
628
13.1.1 Configuring a Status Profile (User Status)
628
13.1.2 Maintain Profile
631
13.1.3 Change Master Creation
634
13.1.4 Changes in Inspection Plan with a Change Number
638
13.1.5 Engineering Change Management Information System
641
13.2 Change Record
642
13.2.1 Manage Engineering Changes
643
13.2.2 Manage Change Records
647
13.2.3 Engineering Cockpit
647
13.3 Engineering Record
648
13.4 Management of Changes
655
13.5 Summary
664
14 Audit Management
665
14.1 Overview
665
14.2 Setting Up Audit Objects
667
14.2.1 Set Up Audit Plan
668
14.2.2 Set Up Audit
671
14.2.3 Set Up Question List/Question
673
14.3 Business Processes
676
14.3.1 Release Audit Plan
677
14.3.2 Release Audit
678
14.3.3 Valuate Question
678
14.3.4 Create Corrective and Preventive Action
680
14.3.5 Valuate Audit
682
14.3.6 Audit Report
684
14.4 Productivity Tools and Audit Monitor
686
14.4.1 Audit Plan in MS Project
686
14.4.2 Import and Export Audits
687
14.4.3 Audit Monitor
687
14.5 Audit Inspection: Inspection Type 07
689
14.6 Configuration Basics
691
14.6.1 Audit Usage
691
14.6.2 Audit Type
692
14.6.3 Digital Signature
693
14.6.4 Audit Trigger
694
14.7 Summary
694
15 Stability Study
695
15.1 Integration Workflow
696
15.2 Master Data
697
15.3 Stability Study for a Material
698
15.3.1 Create Stability Study with a Material
698
15.3.2 Initial Sample
700
15.3.3 Bill of Materials
703
15.3.4 Initial Test Inspection Lot: Inspection Type 1601
705
15.3.5 Inspection Process for an Initial Sample: Results Recording and Usage Decision
707
15.3.6 Change Notification
709
15.3.7 Complete Initial Test
710
15.3.8 Storage Conditions
710
15.3.9 Testing Schedule
714
15.3.10 Inspection Lot for Inspection Type 16
718
15.3.11 Print Labels
721
15.3.12 Define Start Date of Study
722
15.3.13 Manual Inspection Lot for Storage Condition: Inspection Type 1602
723
15.3.14 Change Storage Conditions
725
15.3.15 Change Stability Study Status
726
15.3.16 Display Stability Study
728
15.4 Configuration Basics
731
15.4.1 Primary Packaging
731
15.4.2 Physical Sample Container
732
15.4.3 Storage Conditions
732
15.4.4 Storage Locations
732
15.4.5 Bill of Material Usage
732
15.4.6 Samples for Stability Study
732
15.4.7 Testing Schedule Category
733
15.4.8 Maintenance Strategy
733
15.4.9 Notification Type
735
15.4.10 Priority Type
736
15.4.11 Action Box
736
15.5 Summary
737
16 Failure Mode and Effects Analysis and Control Plan
739
16.1 Process Overview
740
16.1.1 Action Plan
740
16.1.2 Failure Across Categories
742
16.1.3 Closed-Loop Quality Approach
743
16.2 Set Up
744
16.2.1 Create Function List
749
16.2.2 Create Function
752
16.2.3 Create Prerequisite
754
16.2.4 Creating a Characteristic
754
16.2.5 Create Defect
756
16.2.6 Create Cause
757
16.2.7 Create Preventive Action
760
16.2.8 Create Detection Action
762
16.2.9 Create an Effect
763
16.3 Business Processes
765
16.3.1 Valuation of Detection Action
766
16.3.2 Valuation of Preventive Action
769
16.3.3 Valuation of Effect
769
16.3.4 Calculation of Risk Priority Number
770
16.3.5 Additional FMEA Features
772
16.4 Question List
776
16.4.1 Create Questions in the Question List
777
16.4.2 Approval and Release of a Question List
779
16.5 FMEA Monitor
780
16.6 Risk Analysis
782
16.7 Control Plan
784
16.7.1 Create a Control Plan
784
16.7.2 Control Plan Integration with FMEA
791
16.8 Configuration Basics: FMEA and Control Plan
792
16.8.1 Field Selection
792
16.8.2 Valuation Specification
793
16.8.3 Structure of Question List
794
16.8.4 Priorities
795
16.8.5 List Structure
795
16.8.6 Rating Profile
797
16.8.7 FMEA Type
798
16.8.8 Objects, Properties, Forms
800
16.8.9 Control Plan Type
800
16.8.10 Structure Type in Control Plan
801
16.9 Summary
802
PART IV Monitoring, Evaluation, and Control in Quality Management
803
17 Early Warning System
805
17.1 Overview
805
17.2 Set Up EWS
807
17.2.1 Create Exceptions
807
17.2.2 Group Exceptions
812
17.2.3 Set Up Periodic Analysis
813
17.3 Schedule EWS
815
17.4 EWS in Action
817
17.5 Exception Analysis
820
17.6 Summary
822
18 Reporting in SAP
823
18.1 The Basics of Reporting
824
18.1.1 Inspection Lot Selection
824
18.1.2 Multiple Selection
825
18.1.3 Maintain Selection
826
18.1.4 Maintain Variant
826
18.1.5 Inspection Lot Selection Worklist
828
18.1.6 Filter Settings
831
18.1.7 Download
833
18.1.8 Copy Selective Data to Microsoft Excel
833
18.1.9 Print
833
18.1.10 ABC Analysis
833
18.2 Standard Analyses
834
18.2.1 Standard Analyses in QM
835
18.2.2 Standard Analysis: Material Overview
837
18.2.3 Key Figures
839
18.2.4 Other Info Structures
840
18.2.5 Standard Analysis: ABC Analysis
841
18.2.6 Standard Analysis: Time Series
844
18.3 QM Cockpit for Evaluations
844
18.4 SAP Fiori Applications
847
18.4.1 Inspection Lot Analytics
848
18.4.2 Quality Level History
851
18.4.3 Record Inspection Results
851
18.4.4 Results History
853
18.4.5 Quality Technician Overview
856
18.4.6 Quality Engineer Overview
857
18.4.7 Manage Usage Decisions
862
18.4.8 Manage Inspection Lots
864
18.4.9 Manage Quality Levels
865
18.4.10 Process Inspection Lots
866
18.4.11 Manage Control Charts
867
18.4.12 Record Inspection Results
868
18.4.13 Process Quality Tasks
870
18.4.14 Manage Quality Tasks
871
18.4.15 Supplier Evaluation by Quality
872
18.4.16 Inspection Lot Analytics
873
18.4.17 Inspection Lot Detailed Analytics
874
18.4.18 Characteristics Analytics
877
18.4.19 Characteristic Detailed Analytics
878
18.4.20 Inspection Lot
880
18.4.21 Inspection Operation
881
18.4.22 Manage Batches
882
18.5 Summary
883
19 Quality Control
885
19.1 Vendor Evaluation
886
19.1.1 Configuration Basics
887
19.1.2 Master Data Maintenance
894
19.1.3 Business Processes
895
19.1.4 Calculate Score
896
19.1.5 Additional Functions
900
19.2 Quality Level
903
19.2.1 Updating the Quality Level during Inspection Lot Creation
904
19.2.2 Manual Creation of the Quality Level
904
19.2.3 Evaluating Quality Level
905
19.3 Statistical Process Control
906
19.3.1 Analyzing Data Using a Control Chart
907
19.3.2 Quality Chart
908
19.3.3 QM Master Data Checklist
909
19.3.4 Process Capability
914
19.3.5 History of Quality Scores
917
19.3.6 Histogram
919
19.4 Summary
919
Appendices
921
A Movement Type Mapping
921
B The Author
925
Index
927