Inhaltsverzeichnis

Alle Kapitel aufklappen
Alle Kapitel zuklappen
Acknowledgments
23
Preface
25
Goals of This Book
26
Target Audience
27
Structure and Content
28
PART I Quality Management Core Concepts
33
1 Quality Management in SAP S/4HANA
35
1.1 Organizational Structure in SAP S/4HANA
36
1.1.1 Client
39
1.1.2 Company Code
39
1.1.3 Plant
39
1.1.4 Storage Location
39
1.1.5 Warehouse Number
40
1.2 Quality Management in the SAP Landscape
40
1.3 Business Processes in Quality Management
41
1.3.1 Quality Engineering
42
1.3.2 Quality Assurance and Control
43
1.3.3 Quality Improvement
45
1.3.4 Product Change Management
47
1.4 Integration with Other Areas
48
1.4.1 Materials Management
49
1.4.2 Production Planning
49
1.4.3 Sales
50
1.4.4 Plant Maintenance
50
1.4.5 Embedded Extended Warehouse Management
51
1.4.6 ISO 9001 Certification Process and SAP S/4HANA
51
1.5 Summary
55
2 Quality Planning
57
2.1 Quality Management View in Material Master
59
2.2 Master Record
70
2.2.1 Change Master Record
70
2.2.2 Business Partner Master Record
71
2.2.3 Batch Master
71
2.2.4 Production Resources and Tools
72
2.3 Master Recipe or Routing
73
2.4 Reference Operation Set
73
2.5 Work Center
73
2.6 Inspection Method
76
2.7 Quality Agreements
77
2.7.1 Quality Assurance Agreement with Suppliers
78
2.7.2 Quality Assurance Agreements with Customers
79
2.7.3 Technical Delivery Terms with Customers
79
2.8 Quality Information Record
80
2.9 Master Inspection Characteristics
80
2.9.1 Create Inspection Characteristics
81
2.9.2 Edit Control Indicators
82
2.9.3 Assign Inspection Catalog
89
2.10 Sampling Procedure
90
2.11 Inspection Plan
93
2.11.1 Task List Header
95
2.11.2 Inspection Plan Header
96
2.11.3 Material Assignment
98
2.11.4 Test Equipment
99
2.11.5 Operations View
99
2.11.6 Long-Term Characteristics
101
2.11.7 Calculated Characteristics
101
2.11.8 Classed Characteristics
103
2.11.9 Dependent Characteristics
104
2.12 Material Specification
106
2.13 Summary
108
3 Quality Inspection
109
3.1 Business Processes in Quality Inspection
109
3.1.1 Inspection Lot Creation
110
3.1.2 Results Recording
114
3.1.3 Usage Decision
121
3.1.4 Stock Posting
123
3.1.5 Defect Recording
125
3.1.6 Inspection Report
127
3.2 Optimization Features of Inspection Planning and Quality Inspection
128
3.2.1 Master Data
128
3.2.2 Inspection Lot
130
3.2.3 Digital Signature
132
3.2.4 Results Recording
144
3.2.5 Usage Decision
152
3.2.6 Engineering Workbench
158
3.3 Multiple Specifications
160
3.3.1 Configuration Settings
160
3.3.2 Master Data Settings
162
3.3.3 Business Processes
166
3.4 Dynamic Modification Rule
169
3.4.1 Master Data Maintenance
170
3.4.2 Business Processes
180
3.5 New Inspection Types
183
3.5.1 Configuration Settings
183
3.5.2 Master Data Setup
188
3.5.3 Business Process
190
3.5.4 Inspection Lot Processing
191
3.6 Configuration Basics: Quality Planning and Quality Inspection
192
3.6.1 Client Settings
192
3.6.2 Plant Settings
196
3.6.3 Quality Planning
202
3.6.4 Quality Inspection
225
3.7 Summary
234
PART II Quality Management Integration with Logistics
235
4 Integrating with Materials Management
237
4.1 Configuration Basics
238
4.1.1 Material Type/Task List Combination
238
4.1.2 Control Key for Quality Management in Procurement
238
4.2 Procurement Business Processes
241
4.2.1 Goods Receipt in Procurement: Inspection Type 01
241
4.2.2 Source Inspection: Inspection Type 0101
249
4.3 First Article Inspection for Production Part Approval Process
253
4.4 Pilot Run Inspection: Inspection Type 0102
258
4.4.1 Configuration Basics
258
4.4.2 QM Master Data Checklist
260
4.4.3 Business Processes of Pilot Run Inspection
260
4.5 Subcontracting: Inspection Type 0130
264
4.5.1 QM Master Data Checklist
264
4.5.2 Subcontracting Purchase Order
264
4.5.3 Transfer Posting of Subcontracting Purchase Order
266
4.5.4 Goods Receipt for Subcontracting Purchase Order
267
4.5.5 Inspection Lot for Subcontracting Purchase Order
268
4.5.6 Invoice Receipt
268
4.6 Inventory Management Processes
268
4.6.1 Stock Transfer Inspection: Inspection Type 08
269
4.6.2 Other Goods Receipt: Inspection Type 05
273
4.7 Handling Inspection Stock at QM Activation: Inspection Type 0800
275
4.7.1 Configuration Settings
276
4.7.2 QM Stock at QM Activation
276
4.7.3 Inspection Lot on QM Activation
277
4.8 Summary
279
5 Integrating with Production Planning
281
5.1 Configuration Basics
282
5.1.1 Material Type/Task List Combination
282
5.1.2 Order Type-Dependent Plant Parameters
282
5.1.3 Confirmation Parameters
283
5.1.4 Control Key
285
5.2 Master Data
287
5.2.1 Production Planning and Quality Management Master Data Checklist
287
5.2.2 QM Data in Master Recipe
287
5.3 Business Processes in Production Planning
290
5.3.1 Process Manufacturing and Discrete Manufacturing
290
5.3.2 Repetitive Manufacturing
300
5.4 Summary
307
6 Integrating with SAP S/4HANA Sales
309
6.1 Configuration Basics
309
6.2 Master Data
310
6.3 Business Processes
312
6.3.1 Customer Delivery with Sales Order
312
6.3.2 Customer Delivery without Sales Order
315
6.3.3 Return Order
318
6.3.4 General Delivery
319
6.4 Summary
321
7 Integrating with Plant Maintenance
323
7.1 Deciding which Functionalities to Implement
324
7.1.1 Scenario 1: PM without MM
325
7.1.2 Scenario 2: PM with MM
325
7.1.3 Scenario 3: MM without PM
325
7.1.4 Scenario 4: Neither MM nor PM
325
7.2 Defining Test Equipment
325
7.2.1 Test Equipment as a Material
326
7.2.2 Test Equipment as PM Equipment
326
7.2.3 Test Equipment as a Production Resource/Tool
327
7.2.4 Test Equipment as a Document
327
7.3 Configuration Basics
327
7.3.1 Inspection Type Assignment to PM Order Type
328
7.3.2 Serial Number Profile
328
7.4 Test Equipment Master Data
330
7.4.1 Create Material Master
330
7.4.2 Material Serial Number
332
7.4.3 Test Equipment and Serial Number Synchronization
333
7.4.4 Test Equipment
334
7.4.5 General Task List
336
7.4.6 Maintenance Plan
340
7.4.7 Schedule Maintenance Plan
343
7.4.8 Deadline Monitoring
344
7.5 Business Processes in Test Equipment Management
346
7.5.1 Calibration Order
347
7.5.2 QM Inspection Lot for Test Equipment: Inspection Type 14
348
7.5.3 Results Recording
349
7.5.4 Calibration Orders Worklist
350
7.5.5 Calibration Orders Completion
351
7.5.6 Evaluations
351
7.6 Inspection Checklists: Inspection Type 8916
352
7.6.1 Configuration Basics and Other Prerequisites
352
7.6.2 Setting Up the Master Data for Inspection Checklist
354
7.6.3 Business Process of Inspection Checklist
358
7.7 Summary
362
8 Integrating with Embedded Extended Warehouse Management
363
8.1 Configuration Basics
364
8.1.1 Activate Inspection Object Type
365
8.1.2 Maintain Inspection Object Types Version
368
8.1.3 Define and Assign Follow-Up Actions
369
8.1.4 Quality Inspection Group
371
8.1.5 Define and Assign Work Centers
372
8.2 Master Data Setup
373
8.3 Business Processes
376
8.3.1 Create Purchase Order with Inbound Delivery
376
8.3.2 Create Inbound Delivery in SAP S/4HANA
377
8.3.3 Create Inbound Delivery and Goods Receipt in Embedded Extended Warehouse Management
378
8.3.4 Process Quality Inspection Lot
379
8.3.5 Display Quality Inspection Details
382
8.4 Reporting
382
8.4.1 Warehouse Management Monitor
383
8.4.2 Quality Inspection Workload
384
8.4.3 Inspection Lot Analytics App
385
8.5 Summary
386
PART III Quality Management Workflow Tools
387
9 Batch Management
389
9.1 Batch Management Overview
389
9.2 Batch Level and Batch Status Management
391
9.2.1 Define the Batch Level
391
9.2.2 Batch Number Assignment
392
9.2.3 Creation of New Batches in the Production Process
393
9.2.4 Batch Creation for Goods Movement
394
9.3 Master Data in Batch Management
395
9.3.1 Activate Batch Management in the Material Master
395
9.3.2 Batch Classification
396
9.3.3 Assigning Classification in the Material Master
398
9.4 Business Processes of Batch Management
399
9.4.1 Create a Batch Master Manually
399
9.4.2 Changing a Batch
403
9.4.3 Deleting a Batch
403
9.4.4 Automatic Creation of a Batch in Goods Movement
404
9.4.5 Stock Overview
405
9.5 Batch Determination
406
9.5.1 Define Condition Tables
407
9.5.2 Define the Access Sequence
409
9.5.3 Define Strategy Types
410
9.5.4 Batch Search Procedure Definition
412
9.5.5 Batch Search Procedure Allocation and Check Activation
412
9.5.6 Batch Search Procedure for Process Orders
413
9.5.7 Creating Sort Rules
414
9.5.8 Maintaining Condition Records
414
9.5.9 Business Process
416
9.6 Recurring Inspection and Expiration Dates
418
9.6.1 Quality Management Master Data Checklist
419
9.6.2 Business Processes
422
9.7 Active Ingredient Management
425
9.7.1 Configuration Basics
425
9.7.2 Master Data
427
9.7.3 Business Processes
438
9.8 Batch Derivation
448
9.8.1 Configuration Basics
448
9.8.2 Classification in Material Master
448
9.8.3 Business Processes
454
9.8.4 Reporting
458
9.9 Batch Traceability of Work in Process Batches
458
9.9.1 Configuration Settings
459
9.9.2 Master Data Setup
461
9.9.3 Business Processes
462
9.9.4 Reporting
467
9.10 Batch Information Cockpit
469
9.11 Electronic Batch Record
471
9.12 Summary
473
10 Sample Management
475
10.1 Plant Settings
476
10.2 Master Data
477
10.2.1 Sample-Drawing Procedure
477
10.2.2 Inspection Plan
480
10.2.3 QM Master Data Checklist
481
10.3 Business Processes
481
10.3.1 Goods Receipt for Purchase Order
482
10.3.2 Inspection Lot for Goods Receipt
483
10.3.3 Physical Samples for Goods Receipt
484
10.3.4 Release and Print Physical Sample Label
485
10.3.5 Inspection Lots for Physical Samples
486
10.3.6 Result Recording for Physical Sample: Inspection Type 15
488
10.3.7 Results Recording for Pooled Samples (Goods Receipt Inspection)
488
10.3.8 Manually Creating a Physical Sample
489
10.4 Physical Sample Drawing with Reference: Production Processes
493
10.4.1 Process Order
494
10.4.2 Physical Sample Drawing with Reference
495
10.5 Configuration Basics
496
10.5.1 Physical Sample Type Assignment to Inspection Type
496
10.5.2 Define Physical Sample Types
497
10.5.3 Define Physical Sample Container
498
10.5.4 Define Physical Sample Locations
499
10.6 Summary
499
11 Quality Certificates
501
11.1 Incoming Quality Certificates
501
11.1.1 Configuring the Control Key
502
11.1.2 Define Control Functions for Certificate Processing
503
11.1.3 Master Data for Incoming Quality Certificates
504
11.1.4 Create a Purchase Order
506
11.1.5 Goods Receipt against the Purchase Order
507
11.1.6 Incoming Inspection Certificate
508
11.1.7 Incoming Certificate Worklist
509
11.2 Outgoing Quality Certificates
512
11.2.1 Define Keys for Certificate Processing
512
11.2.2 Master Data for Outgoing Quality Certificates
513
11.2.3 Business Processes in Outgoing Quality Certificates
517
11.3 Summary
521
12 Quality Notification
523
12.1 Workflow
523
12.2 Quality Notification in SAP S/4HANA Sales
526
12.2.1 Creating a Quality Notification: Customer Complaint
527
12.2.2 Correction Tasks
531
12.2.3 Changing the Activities Status and Completing the Notification
534
12.2.4 System Status and User Status
535
12.2.5 Follow-On Action
536
12.2.6 Action Log
536
12.2.7 Partner Data of the Notification
537
12.2.8 The 8D Report
537
12.3 Quality Notification in Production
539
12.4 Quality Notification in Procurement
542
12.4.1 Create a Quality Notification
542
12.4.2 Buyer’s Negotiation Sheet
544
12.4.3 Document Flow
545
12.5 Quality Notification Tools
546
12.5.1 Controlling Tasks Using Notification Worklist
546
12.5.2 SAP Fiori Apps for Quality Notification
548
12.5.3 Information System
549
12.5.4 Solution Database
551
12.6 Corrective and Preventive Action
557
12.7 Quality Issue Resolution
561
12.7.1 Business Processes
562
12.7.2 Problem-Solving Process
565
12.7.3 The 8D Method
568
12.8 Configuration Basics: Quality Notification
578
12.8.1 Overview of Notification Type
578
12.8.2 Notification Creation
579
12.8.3 Copy Screen Areas from the Standard System
581
12.8.4 Allocate Change of Notification Type
581
12.8.5 Notification Processing
581
12.8.6 Additional Notification Functions
582
12.8.7 Defects Recording
583
12.8.8 Nonconformity Costs for Supplier Evaluation
583
12.8.9 Define Confirmation Profile
583
12.9 Summary
584
13 Engineering Change Management
585
13.1 Change Master
586
13.1.1 Configuring a Status Profile (User Status)
586
13.1.2 Maintain the Profile
589
13.1.3 Change Master Creation
591
13.1.4 Changes in Inspection Plan with a Change Number
595
13.1.5 Engineering Change Management Information System
597
13.2 Change Record
599
13.2.1 Manage Engineering Changes
599
13.2.2 Manage Change Records
603
13.2.3 Engineering Cockpit
603
13.3 Engineering Record
604
13.4 Management of Changes
611
13.5 Summary
619
14 Audit Management
621
14.1 Overview
621
14.2 Setting Up Audit Objects
623
14.2.1 Set Up the Audit Plan
623
14.2.2 Set Up Audit
626
14.2.3 Set Up the Question List/Questions
629
14.3 Business Processes
631
14.3.1 Release Audit Plan
633
14.3.2 Release Audit
633
14.3.3 Valuate Question
633
14.3.4 Create Corrective and Preventive Action
635
14.3.5 Valuate Audit
636
14.3.6 Audit Report
638
14.4 Productivity Tools and Audit Monitor
640
14.4.1 Audit Plan in Microsoft Project
640
14.4.2 Import and Export Audits
640
14.4.3 Audit Monitor
641
14.5 Audit Inspection: Inspection Type 07
642
14.6 Configuration Basics
644
14.6.1 Audit Usage
644
14.6.2 Audit Type
644
14.6.3 Digital Signature
646
14.6.4 Audit Trigger
647
14.7 Summary
647
15 Stability Study
649
15.1 Integration Workflow
649
15.2 Master Data
651
15.3 Stability Study for a Material
651
15.3.1 Create Stability Study with a Material
652
15.3.2 Initial Sample
653
15.3.3 Bill of Materials
656
15.3.4 Initial Test Inspection Lot: Inspection Type 1601
658
15.3.5 Inspection Process for an Initial Sample: Results Recording and Usage Decision
660
15.3.6 Change Notification
662
15.3.7 Complete Initial Test
662
15.3.8 Storage Conditions
663
15.3.9 Testing Schedule
667
15.3.10 Inspection Lot for Inspection Type 16
671
15.3.11 Print Labels
673
15.3.12 Define the Start Date of the Study
675
15.3.13 Manual Inspection Lot for Storage Condition: Inspection Type 1602
675
15.3.14 Change Storage Conditions
678
15.3.15 Change Stability Study Status
678
15.3.16 Display Stability Study
680
15.4 Configuration Basics
682
15.4.1 Primary Packaging
683
15.4.2 Physical Sample Container
683
15.4.3 Storage Conditions
683
15.4.4 Storage Locations
683
15.4.5 Bill of Material Usage
683
15.4.6 Samples for Stability Study
684
15.4.7 Testing Schedule Category
684
15.4.8 Maintenance Strategy
685
15.4.9 Notification Type
686
15.4.10 Priority Type
687
15.4.11 Action Box
687
15.5 Summary
688
16 Failure Mode and Effects Analysis and Control Plan
689
16.1 Process Overview
690
16.1.1 Action Plan
690
16.1.2 Failure Across Categories
692
16.1.3 Closed-Loop Quality Approach
692
16.2 Set Up
693
16.2.1 Create Function List
698
16.2.2 Create Functions
701
16.2.3 Create Prerequisite
702
16.2.4 Creating a Characteristic
703
16.2.5 Create Failure Mode
704
16.2.6 Create Cause
706
16.2.7 Create Preventive Action
709
16.2.8 Create Detection Action
711
16.2.9 Create an Effect
712
16.3 Business Processes
714
16.3.1 Valuation of Detection Action
715
16.3.2 Valuation of Preventive Action
717
16.3.3 Valuation of Effect
717
16.3.4 Calculation of Risk Priority Number
719
16.3.5 Additional FMEA Features
721
16.4 Question List
726
16.4.1 Create Questions in the Question List
726
16.4.2 Approval and Release of a Question List
728
16.5 FMEA Monitor
729
16.6 Risk Analysis
731
16.7 Control Plan
733
16.8 Configuration Basics: FMEA and Control Plan
741
16.8.1 Field Selection
741
16.8.2 Valuation Specification
742
16.8.3 Structure of Question List
743
16.8.4 Priorities
744
16.8.5 List Structure
745
16.8.6 Rating Profile
746
16.8.7 FMEA Type
747
16.8.8 Objects, Properties, and Forms
749
16.8.9 Control Plan Type
749
16.8.10 Structure Type in Control Plan
750
16.9 Summary
751
PART IV Monitoring, Evaluation, and Control in Quality Management
753
17 Early Warning System
755
17.1 Overview
755
17.2 Set Up Early Warning System
756
17.2.1 Create Exceptions
757
17.2.2 Group Exceptions
762
17.2.3 Set Up Periodic Analysis
762
17.3 Schedule Early Warning System
764
17.4 Early Warning System in Action
766
17.5 Exception Analysis
768
17.6 Summary
770
18 Reporting in SAP S/4HANA
771
18.1 The Basics of Reporting
771
18.1.1 Inspection Lot Selection
772
18.1.2 Multiple Selection
773
18.1.3 Maintain Selection
774
18.1.4 Maintain Variant
774
18.1.5 Inspection Lot Selection Worklist
775
18.1.6 Filter Settings
778
18.1.7 Download
779
18.1.8 Copy Selective Data to Microsoft Excel
779
18.1.9 Print
779
18.1.10 ABC Analysis
780
18.2 Standard Analyses
780
18.2.1 Standard Analyses in QM
781
18.2.2 Standard Analysis: Material Overview
782
18.2.3 Key Figures
785
18.2.4 Other Info Structures
786
18.2.5 Standard Analysis: ABC Analysis
786
18.2.6 Standard Analysis: Time Series
788
18.3 QM Cockpit for Evaluations
789
18.4 SAP Fiori Applications
792
18.4.1 Inspection Lot Analytics
792
18.4.2 Quality Level History
795
18.4.3 Record Inspection Results
795
18.4.4 Results History
797
18.4.5 Quality Technician Overview
799
18.4.6 Quality Engineer Overview
801
18.4.7 Manage Usage Decisions
804
18.4.8 Manage Inspection Lots
806
18.4.9 Manage Quality Levels
806
18.4.10 Process Inspection Lots
807
18.4.11 Manage Control Charts
808
18.4.12 Record Inspection Results
809
18.4.13 Process Quality Tasks
811
18.4.14 Manage Quality Tasks
811
18.4.15 Supplier Evaluation by Quality
812
18.4.16 Inspection Lot Analytics
813
18.4.17 Inspection Lot Detailed Analytics
814
18.4.18 Characteristics Analytics
816
18.4.19 Characteristic Detailed Analytics
818
18.4.20 Inspection Lot
819
18.4.21 Inspection Operation
820
18.4.22 Manage Batches
821
18.4.23 Nonconformance Detailed Analytics
822
18.5 Summary
823
19 Quality Control
825
19.1 Supplier Evaluation
825
19.1.1 Configuration Basics
827
19.1.2 Master Data Maintenance
833
19.1.3 Business Processes
834
19.1.4 Calculate Score
835
19.1.5 Additional Functions
838
19.2 Quality Level
841
19.2.1 Updating the Quality Level during Inspection Lot Creation
842
19.2.2 Manual Creation of the Quality Level
842
19.2.3 Evaluating Quality Level
843
19.3 Statistical Process Control
843
19.3.1 Analyzing Data Using a Control Chart
844
19.3.2 Quality Chart
845
19.3.3 QM Master Data Checklist
846
19.3.4 Process Capability
851
19.3.5 History of Quality Scores
853
19.3.6 Histogram
854
19.4 Summary
854
20 Document Management System
855
20.1 Configuration Steps
856
20.1.1 Define a New Number Range
856
20.1.2 Defining the Document Type
857
20.1.3 Document Status
862
20.1.4 Object Links
866
20.1.5 Define Workstation Application
869
20.2 Document Info Record Management
873
20.2.1 Creating a Document Info Record
874
20.2.2 Originals
879
20.2.3 Classification System and Additional Data
882
20.2.4 Object Links
884
20.3 Changing a Document Info Record
886
20.4 Display a Document Info Record
886
20.5 Version and Part Management
887
20.5.1 New Version of a Document Info Record
887
20.5.2 New Document Info Record Part
888
20.6 Searching Document Info Records
889
20.6.1 Search Options
889
20.6.2 Basic Documents Attributes
892
20.6.3 Search Additional Attributes or Classification
896
20.6.4 Object Links
897
20.6.5 Text or Long Text
898
20.6.6 Originals
899
20.6.7 Full Text
899
20.7 Manage Documents App
900
20.7.1 Editing a Document
900
20.7.2 Creating a Document Info Record
902
20.8 Document Management System Integration in QM Processes
904
20.9 Summary
908
A Movement Type Mapping
909
B The Author
913
Index
915