SAP PP/QM

Configuration Pack
Published by Team of SAP
Consultants at SAPTOPJOBS
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Copyright 2005-06@SAPTOPJOBS

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INDEX
1.

QUALITY MANAGEMENT

2.

MAINTAIN SETTINGS AT PLANT LEVEL

3.

DEFINE CONTROL KEY

16

4.

DEFINE DELIVERY BLOCKING

20

5.

DEFINE CATALOG TYPES

23

6.

DEFINE DEFAULT VALUES FOR CONTROL INDICATORS

26

7.

DEFINE SAMPLE TYPE

31

8.

RULE FOR SAMPLE DETERMINATION

35

9.

DEFINE VALUATION MODE

38

10.

VALUATION RULE

43

11.

ASSIGN TASK LIST TYPE TO MATERIAL TYPE

46

12.

DEFINE TASK LIST USAGE

49

13.

DEFINE TASK LIST STATUS

51

14.

INSPECTION TYPE

54

15.

ASSIGN INSPECTION TYPE TO LOT ORIGIN

58

16.

DEFINE DEFAULT VALUES FOR INSPECTION TYPE

61

17.

DEACTIVATE INSPECTION FOR A GOODS MOVEMENT

66

18.

DEFINE INSPECTION IN PLANT MAINTENANCE

70

19.

DEFINE RECORDING CONFIGURATION

73

20.

DEFINE FILTER FOR INSPECTION CHARACTERISTICS

77

1. Quality Management
Quality Management has often been a sort after skill in SAP
and it compliments the PP Module. In this document and the
next we will focus on the Quality Management Module which
will increase your job opportunities and diversify your SAP
skills. So here we go.
Quality Management Module deals with all the traditional
functions of Quality in an organization. It is a kind of add on
Module and may be implemented at the beginning itself or it
may also be implemented after go-live.
There are six major components in Quality Management
module. They are:
Basic data and settings at Plant level
Quality in Procurement
Quality Planning
Quality Inspection
Quality certificate
Quality Notification

Basic data settings:Common required configuration settings across the QM

module are defined here. Configuration settings at plant
level contains
a) Version control for Master Inspection characteristics
and Inspection Method
b) Time duration for automatic UD
c) Selected set and Code group for inspection point.
QM Basic data configuration settings will be referred if any
transaction specific data is missing.
Quality in Procurement:Inspecting the incoming material from vendor, carrying out
the inspection at vendor end are handled in Quality in
procurement.
Configuration settings related to Quality control in
procurement are
a) Controlling payment
b) Restricting vendor supply
c) Control on source inspection
d) Control if certificates are not received
Quality Master Data:Configuration settings related to Quality Master Data are
mainly related with

 Master Inspection Characteristics creation,

Codes in QM
Sampling procedure
Task list type to material type for inspection
Quality Inspection:Quality inspection contains three essential steps of
Result recording
Evaluation
Usage decision
The above steps will be carried out with inspection lot.
Inspection lot related configuration settings are performed
with Quality inspection configuration setting controls the
parameters related to inspection lot and inspection lot types.
Following are the important configuration settings which we
will be discussing.
Inspection type definition
Default setting for inspection type
Inspection control for movement types
Defining Physical sample parameters
Result recording configuration

Quality certificate:Quality certificate will be generated after completion of

inspection.
Configuration settings related to Quality certificates contains
Type of Quality certificate
Data source to print certificate
It is mainly defined through
Certificate profile
Certificate form
Quality Notification:Quality notification is the process of informing about the
deviation to the respective persons.
Configuration settings related to quality notification are
Notification type
Screen control
Notification priority

2. Maintain settings at Plant level

BACKGROUND
This configuration setting enables to define the settings at
plant level.
When QM module is to be implemented, plant level settings
are needed to be maintained. Following setting at plant level
can be managed through this setting.
Version control for Master Inspection
characteristics and Inspection method,
Plant level sampling procedure
Code and selected set at plant level for valuation
Automatic usage decision waiting time

SCENARIO
Maintain Plant parameter of QM setting for plant IND6. It is
required to maintain Plant level UD code and waiting time for
automatic UD.
INSTRUCTIONS
Follow the Menu Path: IMG Quality Management Basic
settings Maintain settings at plant level.
Click

Click
Click

and type IND6

Select plant IND6 by clicking grey box in the left side.

Click
Note:- Default settings are sufficient to do with QM
module. However important settings along with the screen
shots are explained below.

Update the Following fields

Field

Description
Tick in this check box will
assign version to the Master
Inspection Characteristics
automatically during creation
and change.
Tick in this check box will

assign version to the

Inspection method
automatically during creation
and change.
Click
Insp.Lot creation Tab screen

No settings are to be done here.

Click
Result recording Tab screen

- Automatic close When performing the result

recording, automatically characteristics will be evaluated and
closed.
Proposal for inspection point valuation:To valuate the inspection point, selected set, code and code
group can be maintained at plant level.
This will be referred incase of any missing data in the master
data.
No other settings are to be done here.
Click

InsLot completion Tab screen

Automatic Usage decision:To configure Automatic Usage decision waiting time should be
mentioned.
Automatic UD will be performed after this time is elapsed from
the result recording.
Note: - Auto UD program has to be run to make auto UD.
Batch Valuation check box to be ticked, if batch updating is to
be done without material specification. E.g. Leave it blank.
Click

General settings Tab screen

No settings are to be done here.

Click Save

Impact of this configuration in Master Data /

Transaction
Over all maintenance of the above will control,
Automatic creation of versions for MIC during
creation and change
Selected set at plant level may be used during
result recording
Automatic usage time elapse duration may be
mentioned here

 Control to update Batch classification while taking

UD with or without material specification

3. Define control key

BACKGROUND
This configuration setting enables to define the control key.
Control key is used in quality in procurement.
Control key controls the following functions
Control of payment to vendor
Blocking the vendor
Test Certificate requirement
Source inspection control
Control key will be maintained in the material master QM
view.
SCENARIO
Create a control key to
Block invoice payment till UD is taken,
Make Quality info record as mandatory
INSTRUCTIONS
Follow the Menu Path: IMG Quality Management QM in
Logistics QM in procurement Define control keys
Click

Click

Update the Following fields

Field
Control Key
Description
QM Control Release
Required
Block Invoice Check box
Source Inspection control

Description
Key identifying the control
key. E.g. 0099
Description of the control key
To make the QM info record
as mandatory.
To block the invoice till UD is
made.
If the source inspection lot is
rejected, what should system
do? You can ignore it, create

new inspection lot though the

previous lot at source
inspection is rejected, or you
can stop making GR if the lot
is rejected. In this example
select Source inspection has
no effect
Whether to create new batch if
batch of source inspection lot
is not matching with the batch
at the time of receipt.
Click Save

Impact of this configuration in Master Data /

Transaction
Control key created here will be maintained in the QM view of
material master to do the desired function of Blocking Invoice,
and making Quality info record as mandatory.
When this key is maintained, it is mandatory to have QI info
record for Material, Vendor and Plant combination.

4. Define Delivery block

BACKGROUND
This configuration setting enables to define delivery blocking.
Vendor can be blocked to supply any items from Quality
control point of view.
With this setting, Following blockings are possible.
Block to raise quotation
Block system to determine source
Block to raise Purchase order
Block to raise any Good Receipt
SCENARIO
Create delivery blocking key to block raising Purchase order
and to raise Goods Receipt.
INSTRUCTIONS
Follow the Menu Path: IMG Quality Management QM in
Logistics QM in procurement Define delivery block
Click

Click

Update the Following fields

Field
Blocking function
Short text

Description
Key identifying the blocking
function.
E.g. Enter 06
Text of the key.

E.g. Blocking Purchase order

& GR
Check box to block quote
raising.
E.g. Leave it blank
Check box to block source
determination by the system.
E.g. Leave it blank
Check box to block raising PO.
E.g. Tick this check box.
Check box to block GR.
E.g. Tick this check box.
Click Save

Impact of this configuration in Master Data /

Transaction
Delivery blocking created here can be used in the QI info
record to block any vendor material combination.

5. Define catalog types

BACKGROUND
This configuration setting enables to define the catalog type.
Catalog can be defined as the key to indicate the usage of
codes.
Codes are used to supply the value for qualitative
characteristics during result recording.
E.g. codes A OK
B NOT OK can be defined under catalog.
Standard SAP system uses the catalog number 1 to indicate
the codes for result recording, named as Attributive.
There are different working area where this codes are required.
SCENARIO
Discuss the standard catalog types.
INSTRUCTIONS
Follow the Menu Path: IMG Quality Management QM
Planning Basic data Catalog Define catalog types
Click

Select Usage decisions. I.e. code 3 by clicking the grey box in

the left.
Click

Tick in the check box Selected sets indicates that the selected
set can be created to this catalog.

No settings are to be done.

Impact of this configuration in Master Data /

Transaction
While creating codes or selected sets to be used for usage
decision, it is to be created under catalog type 3.
This is client level settings.

6. Define default values for control indicators

BACKGROUND
This configuration setting enables to define the default values
for control indicator.
Control indicator is used in Inspection characteristics
creation. Control indicator specifies the requirement of
Sampling procedure
SPC relevancy
Result recording method
Characteristics type
Requirement of specifications
Defining dependency of a characteristics
Defining control key will minimize the effort in inspection
characteristics creation.
SCENARIO
Create a control indicator to define
Quantitative characteristics,
Upper and lower limit are required,
Summarized result recording

 Mandatory characteristics
Documentation if rejected.
INSTRUCTIONS
Follow the Menu Path: IMG Quality Management QM
Planning Basic data Inspection characteristic, inspection
method
Click

Click
Update the Following fields
Field

Description

IndCkey
QuanChar

FixedInd

Short Text

Click

Control key indicator

identifying the control key.
E.g. Enter 9999
Check box specifying whether
this is quantitative
characteristics.
E.g. Tick this check box
If this check box is ticked,
parameter set through this
indicator are fixed, can not be
changed.
E.g. Tick this check box.
Short text indicating the
control indicator.
E.g. Qty,Summari,Req,Docif
Rej.

Select radio button and tick the check box as shown above.
Click

Select radio button and tick the check box as shown above
Click
Click Save

Impact of this configuration in Master Data /

Transaction

When creating MIC, this control indicator can be maintained

to maintain the parameters automatically.

7. Define Sample Type

BACKGROUND
This configuration setting enables to define the sample type.
Sample type will decide the type of sample to be created when
creating inspection lot.
There are four types of sample defined in the system.
Fixed sample
Percentage sample
100 % sample
Sampling scheme
This setting will define how the sample is to be calculated for
inspection.
No special settings are required to be done. Standard SAP
setting will meet the requirement.
SCENARIO
Discuss Sample determination.
INSTRUCTIONS
Follow the Menu Path: IMG Quality Management QM
Planning Basic data Sample, SPC Define sample
determination

Click

Double click

Select Fixed sample

Click

Field
Sampling type
Short text

Description
Number defining sampling
type
Short text of sampling type
Radio button defining the
sampling to pick from
sampling scheme
Radio button defining the
sampling type as fixed sample
Radio button defining the
sampling type as percentagebased sample
Radio button defining the
sampling type as 100%
inspection
Check box to block the usage.

If created newly, select appropriate radio button and Click

Save .

Click

Impact of this configuration in Master Data /

Transaction
This sampling type will be referred in the sampling procedure
creation.

8. Rule for sample determination

BACKGROUND
Determination of sample with sample rules is activated
through the function module written by SAP.
If any sampling type to be created, sample determination along
with your own function module has to be activated.
No settings are required to be done in this setting. Let us
discuss it.
SCENARIO
Discuss the rule for sample determination screen details.
INSTRUCTION
Follow the Menu Path: IMG Quality Management QM
Planning Basic data Sample, SPC Define sample
determination
Click

Double click

Select Fixed sample

Click

Settings are defined by SAP. Function module mentioned here

will do the required calculation to determine the sample.
Click

9. Define valuation mode

BACKGROUND
This configuration setting enables to define the valuation
mode.
After completing the result recording, system will perform the
valuation of the entered results. This can be done either
manually, or through the system automatically
Valuation mode will be mentioned in the sampling procedure
master data.
SCENARIO
Discuss the standard valuation mode.
INSTRUCTIONS
Follow the Menu Path: IMG Quality Management QM
Planning Basic data Sample, SPC Define valuation
mode
Click

Double click

Select
Click

Field

Description
While making the valuation
for a sample, acceptance
number and number of non
confirming units are
compared and valuated
While making the valuation
for a sample, acceptance
number and number of
defects are compared and
valuated
Valuation is done with Kfactor

Valuation rule

Valuation is done according to

the codes in the selected set
Manual valuation. No
automatic valuation is done.
Used along with the sampling
scheme. Valuation done
according to the sampling
scheme.
Valuation is done according to
the limits.
Acceptance using control
chart. Mainly used in SPC.
Valuation rule selected
according to the valuation.
Tick this check box if this
valuation mode is to be
blocked.
E.g. Leave this blank

Impact of this configuration in Master Data /

Transaction
While creating a sampling procedure, valuation mode has to
be assigned to it. According to the valuation mode, while
making valuation after result recording, system will valuate
the inspection lot.

10.

Valuation Rule

BACKGROUND
This configuration setting enables to define the valuation rule.
Valuation rule controls the valuation of inspection lot.
Valuation rule is assigned to the valuation mode which in turn
assigned to the sampling procedure.
Function module created by SAP with relevant ABAP codes is
assigned to each valuation rule.
No settings are to be done.
SCENARIO
Discuss the valuation rule.
INSTRICTION
Follow the Menu Path: IMG Quality Management QM
Planning Basic data Sample, SPC Define valuation
mode
Click

Double click

Select

Click

Note the following:Appropriate check box is ticked and the function module
containing the relevant codes is assigned to it.
Click

11.

Assign Task list type to Material type

BACKGROUND
This configuration setting enables to assign the task list type
to material type.
Task list in QM refers to Inspection plan. Every material
should have inspection plan if it is to be inspected in SAP
system.
Activating or deactivating creation of inspection plan to
specific material type can be done with this configuration
setting.
E.g. creation of inspection plan to Engineering spares can be
restricted.
SCENARIO
Assign inspection plan to only required material type.
INSTRUCTIONS
Follow the Menu Path: IMG Quality Management QM
Planning Inspection Planning General Assign task list
types to material types
Click

Click
Update the Following fields
Field
Task list type
Material Type

Click Save

Description
Key identifying Task list type.
Enter Q
Key identifying material type.
E.g. Enter material type from
the available entry.

Impact of this configuration in Master Data /

Transaction
Unless this is maintained, inspection plan to that material
type can not be created.

12.

Define task list usage

BACKGROUND
This configuration setting enables to define the task list
(Inspection plan) usage.
Inspection carried out for different requirements as below
Goods receipt
Goods issue
Manual inspection
Customer returned items inspection
Shelf life expiry product inspection
Each of the above requirement should have the inspection
plan mentioning that usage.
It has a link to Dynamic modification which is changing the
quality level.
SCENARIO
Discuss the Task list usage.
INSTRUCTIONS
Follow the Menu Path: IMG Quality Management QM
Planning Inspection Planning General Define Task list
usage

Click

Simple text entry linking usage and Dynamic modification

criteria

Impact of this configuration in Master Data /

Transaction
Usage created here will be mentioned in the inspection plan
header screen. This usage is also mentioned in the inspection
type settings.

13.

Define Task list status

BACKGROUND
This configuration setting enables to define the task list
(Inspection plan) status.
Task list status defined in combination with usage of task list
will indicate whether
Released
Released for costing
Consistency check is to be carried out

SCENARIO
Discuss task list status defining.
INSTRUCTIONS
Follow the Menu Path: IMG Quality Management QM
Planning Inspection Planning General Define Task list
status
Click

Update the Following fields

Field
Status
Description
RelInd
Costing
Cons.Chk

Description
Number identifying the status
Description of the status
Release Indicator. If this check
box is ticked, then it can be
used to create inspection lot.
If this check box is ticked, it is
relevant to costing.
Consistency check will be
carried out automatically if
this check box ticked.

If creating new entries, after making the relevant entry,

Click Save
Click

Impact of this configuration in Master Data /

Transaction
While creating the inspection plan, in the header, status has
to be maintained.

14.

Inspection Type

BACKGROUND
This configuration setting enables to define the inspection
type.
Inspection type is essential to create inspection lot. Inspection
type is defined with inspection type origin.
Inspection type identifies the type of inspection while creating
the inspection lot.
Example: Inspection from Production
Inspection for items received from vendor
Inspection for customer returned item

SCENARIO
Discuss the inspection type.
INSTRUCTIONS
Follow the Menu Path: IMG Quality Management Quality
inspection Inspection lot creation Maintain inspection
types
Click

Select
Click

Note: - To create new entry, click

Now let us discuss the standard inspection type 04.

Update the following required and optional fields
Field
Description
Inspection type
Number identifying the
inspection type.
Description
Description of the inspection
type.
Physical sample type
Physical sample to be drawing
in case of physical sample

UD Selected set
Recording view
Notification type
Task list usage

Click

management.
Selected set group to be used
during UD.
View of result recording
screen.
Notification type to be created
while creating notification
during result recording.
Task list usage identifying the
task list.

if you are creating new entry

Impact of this configuration in Master Data /

Transaction
Inspection type created here (04) can be mentioned in the
material master to activate the inspection type of Goods
Receipt from Production.

15.

Assign Inspection type to Lot origin

BACKGROUND
Inspection lot origin is defined by SAP to identify the different
inspection sources.
Inspection type origin is responsible to create the right
inspection type according to the movement.
No inspection lot origin can be created, it is predefined by SAP.
Only inspection type can be created and it has to be assigned
to the right inspection lot origin.
SCENARIO
Assign inspection type 04 to the inspection lot origin 04.
Standard SAP settings are sufficient.
INSTRUCTIONS
Follow the Menu Path: IMG Quality Management Quality
inspection Inspection lot creation Maintain inspection lot
origin and assign inspection type
Click

Select
Double Click

To assign new inspection type to this inspection lot origin,

click

. We are going to discuss the existing set up.

Following are the field details:Field

Description
Var
Running serial number inside
the inspection lot origin 04
Insptype
Number identifying the
inspection type.
Click
if you create new entry, else click
screen.

to quit this

Impact of this configuration in Master Data /

Transaction
Inspection type has to be assigned to inspection lot origin. It is
mandatory requirement to activate the inspection type.

16.

Define default values for inspection type

BACKGROUND
This configuration setting enables to define the default values
for inspection type.
Inspection type contains parameters like
To post to inspection stock,
To use material specification or inspection plan
Whether auto UD is allowed
Lot creation control
The above parameters are maintained in this settings.
SCENARIO
Discuss default values of inspection type 04. Normally
standard settings are sufficient.
INSTRUCTIONS
Follow the Menu Path: IMG Quality Management Quality
inspection Inspection lot creation Define default values
for inspection type
Click

To create new entries click

standard setting
Select
Click

, we shall discuss the

Following are the field details:Field

Inspection type

Description
Mention the inspection
type already created.
If this check box is
ticked, inspection plan
will be mandatory to
process the lot.
If this check box is

ticked, material
specification will be
mandatory to process
the lot.
While creating the
inspection lot,
inspection plan will be
assigned
automatically.
With this indicator,
characteristics based
result recording is
done.
Sampling procedure
specific to this
inspection type.
Dynamic modification
rule can be mentioned
at inspection type
level.
If this check box is
ticked, stocks will be
posted to Quality stock
first.
Control specifying how
the inspection lot is to
be generated during
each material receipt.
Each material
document item - will
generate lot for every
GR.***
If auto UD is required,
this check box must
be ticked.
***
Other possible entries to control inspection lot creation are:-

For each order item, batch and Sloc Inspection lot will be
created once for each PO item
For each material, batch and Sloc Inspection lot will be
created for each material of PO, batch and Sloc
For each material document, material, batch and Sloc
Inspection lot will be created for each document, batch and
storage location level
For each material document item Inspection lot will be
created for each material document level.
Early lot creation for the order item An inspection lot will be
created when the production order or process order is
released.

Impact of this configuration in Master Data /

Transaction
When maintaining inspection type 04, all these default
settings will be active.

17.

Deactivate inspection for a goods movement

BACKGROUND
This configuration setting enables to activate or deactivate the
creation of inspection lot with respect to the movement type.
Though inspection type is activate at material master level,
there is a control to create inspection in the movement type.
If for certain movement say storage location to storage location
transfer (movement type 311), no inspection lot needs to be
created; it can be deactivated.
SCENARIO
Deactivate inspection for movement type 311. I.e. stock
transfer from one storage location to another storage location.
INSTRUCTIONS
Follow the Menu Path: IMG Quality Management Quality
inspection Inspection lot creation Inspection for Goods
Movements
Click

Double click

Click

Click

Tick the check box to deactivate QM for this movement type.

Now NO inspection lot will be created for movement type 311
even if the inspection type 08 is active in the material master.
Click

Impact of this configuration in Master Data /

Transaction
During 311 movement, though inspection type 08 is active in
the material master, no inspection lot will be created.

18.

Define inspection in Plant Maintenance

BACKGROUND
This configuration setting enables to define inspection in plant
maintenance.
Plant maintenance inspection is required for equipment
calibration. PM and QM modules are integrated through the
equipment calibration.
Inspection type 14 is used for equipment calibration.
This inspection type has to be mentioned for the combination
of plant and order type.
SCENARIO
Define PM inspection for plant IND6.
INSTRUCTIONS
Follow the Menu Path: IMG Quality Management Quality
inspection Inspection lot creation Define Inspections in
Plant Maintenance.
Click

Inspection type 14 is to be mentioned for Plant and PM order

type combination.

Click

Impact of this configuration in Master Data /

Transaction
Inspection lot will be created for equipment to be calibrated
with inspection type 14.

19.

Define Recording configuration

BACKGROUND
This configuration setting enables to define result recording
configuration.
During result recording, the sequence is
Record result for characteristics
Select all characteristics
Evaluate all characteristics
Close all characteristics.
Once the result recording is done, from the next step,
according to the user requirements, some navigational
convenience and automation of evaluation, closing of
characteristics can be done through this configuration setting.
SCENARIO
Discuss the standard setting.
INSTRUCTIONS
Follow the Menu Path: IMG Quality Management Quality
inspection Result recording Define Recording
configuration
Click

Select
Click

By ticking the appropriate required check boxes those

functions are activated to this Recording configuration key 3.
As the each items are self explanatory, it is not further
explained here.
Normally no settings are required to be done here.
Note: - in the plant level basic settings, AUTOMATIC CLOSE is
maintained for IND6 plant. This will automatically close the
characteristics on pressing enter after the result recording.

Impact of this configuration in Master Data /

Transaction
During result recording screen, appropriate setting can be set
as shown below.

Through the menu path SettingsUser settings..

Here one can see all the possible entries created with this
configuration setting. Appropriate setting will help the user to
navigate according to his requirement.

20.

Define filter for Inspection Characteristics

BACKGROUND
This configuration setting enables to define the filtering
criteria to select the characteristics during result recording.
While recording the result, filtering of characteristics can be
done according to the user requirements. Only the required
characteristics will be displayed with this filter.
SCENARIO
Discuss the setting related to filter for Inspection
characteristics. Normally standard SAP settings are sufficient.
INSTRUCTIONS
Follow the Menu Path: IMG Quality Management Quality
inspection Result recording Define Filter for Inspection
Characteristics.
Click

Select
Click

Transaction code to which this setting is

applicable
Counter number to have number of filtering criteria
- Description of this filter setting.
Appropriate check boxes are ticked according to the
requirement.
Since it is self explanatory, it is not discussed here in detail.

Impact of this configuration in Master Data /

Transaction
In the beginning of result recording transaction, char filter are,
required filter can be selected.
E.g. for transaction QE02, there are four filter set.
During the transaction appropriate filter can be selected from
the display.