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Oracle Quality Setup
Oracle Quality Setup
Title:
Oracle Quality Setup and Processing
Release Date: 02/10/2008
Page 1 of 10
Title:
Oracle Quality Setup and Processing
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
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
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
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
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
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.
Page 7 of 10
Title:
Oracle Quality Setup and Processing
Release Date: 02/10/2008
Page 8 of 10
Title:
Oracle Quality Setup and Processing
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
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 users needs.
Page 10 of 10