EHP3 for SAP ERP 6.0 September 2008 English QM in Procurement (841) Building Block Configuration Guide SAP AG Dietmar-Hopp-Allee 16 69190 Walldorf Germany SAP Best Practices QM in Procurement (841): Configuration Guide Copyright © Copyright 2008 SAP AG. All rights reserved. No part of this publication may be reproduced or transmitted in any form or for any purpose without the express permission of SAP AG. The information contained herein may be changed without prior notice. Some software products marketed by SAP AG and its distributors contain proprietary software components of other software vendors. Microsoft, Windows, Excel, Outlook, and PowerPoint are registered trademarks of Microsoft Corporation. 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The only warranties for SAP Group products and services are those that are set forth in the express warranty statements accompanying such products and services, if any. Nothing herein should be construed as constituting an additional warranty. © SAP AG Page 2 of 16 SAP Best Practices QM in Procurement (841): Configuration Guide Icons Icon Meaning Caution Example Note Recommendation Syntax External Process Business Process Alternative/Decision Choice Typographic Conventions Type Style Description Example text Words or characters that appear on the screen. These include field names, screen titles, pushbuttons as well as menu names, paths and options. Cross-references to other documentation. Example text Emphasized words or phrases in body text, titles of graphics and tables. EXAMPLE TEXT Names of elements in the system. These include report names, program names, transaction codes, table names, and individual key words of a programming language, when surrounded by body text, for example, SELECT and INCLUDE. Example text Screen output. This includes file and directory names and their paths, messages, source code, names of variables and parameters as well as names of installation, upgrade and database tools. EXAMPLE TEXT Keys on the keyboard, for example, function keys (such as F2) or the ENTER key. Example text Exact user entry. These are words or characters that you enter in the system exactly as they appear in the documentation. <Example text> Variable user entry. Pointed brackets indicate that you replace these words and characters with appropriate entries. © SAP AG Page 3 of 16 SAP Best Practices QM in Procurement (841): Configuration Guide Contents 1 Purpose .............................................................................................................................. 5 2 Preparation ......................................................................................................................... 5 2.1 2.1.1 3 4 Prerequisites ............................................................................................................ 5 Building Blocks..................................................................................................... 5 Configuration ...................................................................................................................... 5 3.1 Loading Function Module YQ_ACTIVE_ING_MWBQ ............................................. 5 3.2 Defining Keys for Certificate Processing .................................................................. 6 3.3 Defining Follow-Up Actions ...................................................................................... 7 3.4 Defining Document Types ........................................................................................ 8 3.5 Defining Data Carrier ............................................................................................... 9 3.6 Defining Document Types for QM in Procurement ................................................ 10 3.7 Defining Status of Supply Relationships ................................................................ 11 3.8 Assigning Delivery Status for Inspection Type....................................................... 12 Master Data ...................................................................................................................... 12 4.1 Changing Material Master – Changing QM-View................................................... 12 4.2 Creating Quality Info Record .................................................................................. 13 4.3 Creating Dynamic Modification Rule ...................................................................... 13 4.4 Creating and Changing Inspection Plans: Header, Operation, Char., Material Assignment .......................................................................................................................... 14 4.5 Creating Document in DMS ................................................................................... 14 4.6 Changing Document in DMS for Purchasing Pipeline Material ............................. 15 4.7 Assigning QM Order to Material ............................................................................. 16 © SAP AG Page 4 of 16 SAP Best Practices QM in Procurement (841): Configuration Guide QM in Procurement 1 Purpose This configuration guide provides the information you need to set up the configuration of this building block manually. 2 Preparation 2.1 Prerequisites 2.1.1 Building Blocks Before you start installing this scenario, you must install prerequisite building blocks. For more information, see the Building Block Prerequisites Matrix for Chemicals. 3 Configuration 3.1 Loading Function Module YQ_ACTIVE_ING_MWBQ Use This Function module is needed to make the following scenario possible: The active ingredient batch was valuated in the goods receipt with a planned value of 85% potency. Following on from the quality inspection, if there is a difference in the potency, an automatic active ingredient quantity and value correction is carried out (automatic follow-up action for transaction mwbq). Procedure 1. Access the activity using one of the following navigation options: Transaction code SE37 2. First of all you need to create a Function group. From the menu choose Goto Function groups Create group. Make the following entries: Function group YQ_QM Short text Best Practices for Chemicals 3. Choose Save. 4. The system then prompts you to assign a change request. Enter the development class or choose Local object to save it locally. This assignment allows you to transport the project and its components into a productive system once you have completed it. 5. Enter the name of the Function module: YQ_ACTIVE_ING_MWBQ and choose Create. © SAP AG Page 5 of 16 SAP Best Practices QM in Procurement (841): Configuration Guide 6. Enter the following entries: Function module YQ_ACTIVE_ING_MWBQ Function group YQ_QM Short text FM for Active Ingredients 7. Choose Source code. 8. Load local file YQ_ACTIVE_ING_MWBQ.TXT that is available on the HTML-DVD (Path: Misc\Chemicals\Global\Function_Modules). 9. On the Import tab page, make following entries: Parameter name Type spec. Associated type I_QALS LIKE I_QAVE I_QAPO Optional Pass value Short text QALS Indicator set Inspection lot record LIKE QAVE Indicator set Inspection processing: Usage decision TYPE QAPO Indicator set Inspection operation records 10. On the Export tab page, make following entries: Parameter name Type spec. Associated type Pass value Short text E_SUBRC LIKE SY-SUBRC Indicator set Return Value of ABAP Statements Optional Short text 11. On the Tables tab page, make following entries: Parameter name Type spec. Associat ed type E_PROTOCOL LIKE RQEVP Protocol for Follow-Up Actions and/or Stock Postings 12. Save and activate Function module. Result Function module YQ_ACTIVE_ING_MWBQ saved. 3.2 Defining Keys for Certificate Processing Use The purpose of this activity is to define keys for certificate processing. © SAP AG Page 6 of 16 SAP Best Practices QM in Procurement (841): Configuration Guide Procedure 1. Access the activity using one of the following navigation options: Transaction code SPRO IMG menu Quality Management QM in Logistics QM in Procurement Define Keys for Certificate Processing 2. Choose activity Define Certificate Types. 3. Choose Copy as for the second entry E22 and copy it to YQ01 Cert. Typ YQ0 1 Short text RU Short text Certi ficat e requ ired for each PO item Certif icate requir ed for GR item Certi ficat e chec k requ ired Control without cert. Enhanc ed Certific ate Proces sing Prevent Certificat e Confirma tion at GR Remind Deadlin e Заво дской серти фика т "2.2" EN 10204 Test certif. 2.2 EN10 204 X X X B Without lot: Blocked stock, with lot: Status, X X 3 4. Go back with F3. 5. Save your entries. 3.3 Defining Follow-Up Actions Use The purpose of this activity is to define the follow-up action for a usage decision after quality inspection for active ingredients materials. There is a need for a Function module called YQ_ACTIVE_ING_MWBQ. Refer to the Installation Guide, where it is described how to create this Function module. Procedure 1. Access the activity using one of the following navigation options: Transaction code SPRO IMG menu Quality Management Quality Inspections Inspection Lot Completion Define Follow-Up Actions 2. Choose activity Follow-Up Actions. 3. Choose New Entries and make the entry for YQ_ACTIV. © SAP AG Page 7 of 16 SAP Best Practices QM in Procurement (841): Configuration Guide FolUpAct FolUp f. Fn Short text(EN) Short text(RU) YQ_ACTIV Usage decision for inspection lot Batch Revaluation Переоценка Партии 4. Go back with F3. 5. Choose the just created entry YQ_ACTIV and double-click Function modules in the change mode. 6. Choose New Entries and make the following settings: Cntr Function module AftrPst SyncUpdt 1 YQ_ACTIVE_ING_MWBQ X X BTran Short text FM for Active Ingredient 7. Save your entries 3.4 Defining Document Types Use The purpose of this activity is to define the document type YQ1 for checking the existing quality QM-System of the vendor by using a quality info record. Procedure 1. Access the activity using one of the following navigation options: Transaction code SPRO IMG menu Cross-Application-Components Document Management Control Data Define Document Types 2. Choose the activity Define document types. 3. Choose New Entries and make the entry for YQ1. Docu ment type Doc. Type Des Status Change Version Assgmt Internal Number Range External Number Range Number Exit File Size YQ1 QMagree ment YQPM X X 02 01 MCDOKZNR 1000000 Class Data Hierachy Indictor Document Status Document Desc. CAD Indicator Superior Document CM Relevance - - . + - - - 4. Go back with F3. 5. Choose the just created entry YQ1 and select Define language-dependent descriptions from Dialog Structure. 6. Choose New Entries and make the following settings: © SAP AG Page 8 of 16 SAP Best Practices QM in Procurement (841): Configuration Guide Lang. Doc.ty. Doc. Type desc. Doc. Type desc.(RU) EN YQ1 QM agreement YQPM Соглашение управления качеством YQPM 7. Choose Define Document Status from the Dialog Structure. 8. Choose New Entries and make the following settings: Docu ment type Docum ent Status Status Status Text Released Flag Status Type Prev. 1 Prev. 2 Prev. 3 YQ1 FR RE Released X O IE IA YQ1 IA IW In Work O FR IE SP YQ1 IE IP In Preparation P FR YQ1 SP LK Locked S FR IE IA 9. Double-click Function Define object links. 10. Choose New Entries and make the following settings: Document type Object Screen no. When new version Document version 1:n ratio YQ1 QINF 210 1 1 X 11. Save your entries. 3.5 Defining Data Carrier Use The purpose of this activity is to maintain data carrier. Procedure This is cross-client configuration. Ensure that the client has appropriate setting (transaction scc4). 1. Access the activity using one of the following navigation options: Transaction code SPRO IMG menu Cross-Application Components Document Management System General Data Define data carrier 2. On the dialog structure of the Change View Define carrier data type screen, choose the Define data carrier type server, front end folder. 3. On the Change View Define Data Carrier Type server, front end: Overview screen, add a new data carrier type with the following values: Field name Type © SAP AG Description User action and values Note PC Page 9 of 16 SAP Best Practices Field name QM in Procurement (841): Configuration Guide Description User action and values Description PC with MS Windows Operating system Online access Select by ticking Note 4. On the Change View Define Data Carrier Type server, front end: Overview screen, choose the data carrier type PC and enter the folder Define servers and files or folders. 5. On the Change View Define Servers and files or folders: Overview screen, define the data carrier PC as follows: Field name Description User action and values Data Carrier PC Type (data carrier type) PC Description Personal Computer Note 6. From the Change View Define Servers and files or folders: Overview screen, open the folder Identify frontend computers. This takes you to the Change View Identify Frontend Computers: Details screen. 7. On the Change View Identify Frontend Computers: Details screen, enter the following values: Field name Description User action and values FrontendComputer Default DataCarr.type PC Netw:Address Default Description Default for local PC Note 8. Open the Define mount points / logical drive folder in the Dialog Structure. Add a new entry with the following values: Field name Description User action and values Data Carrier (Name of data Carrier) PC DataCarr.type PC Prefix for access path C:\BP\ Note 9. Save your settings. 3.6 Defining Document Types for QM in Procurement Use The purpose of this activity is to define the document type YQ1 for checking the existing quality QM-System of the vendor by using a quality info record. Procedure 1. Access the activity using one of the following navigation options: Transaction code © SAP AG SPRO Page 10 of 16 SAP Best Practices IMG menu QM in Procurement (841): Configuration Guide Quality Management QM in Logistics QM in Procurement Define Document Types Define document types for QM in Procurement 2. On the Change View Document types: Overview screen, choose New Entries. 3. On the New Entries: Overview of Added Entries screen, make the following entries: Field name Description User action and values Document type YQ1 Short text (EN) BP CH document type Short text(RU) BP CH: Тип документа Q-Agreement X Note select 4. Choose Save. Result The document type YQ1 is created. 3.7 Defining Status of Supply Relationships Use The purpose of this activity is to define a new status profile by using in a quality info record. Procedure 1. Access the activity using one of the following navigation options: Transaction code SPRO IMG menu Quality Management QM in Logistics QM in Procurement Define Status of Supply Relationships Maintain status profiles 2. On the Change View Change Status Profile: Overview screen, choose QM_P_001 and Copy as. 3. On the Copy Entry screen, make the following entries: Field name Description User action and values Status Profile YQ_QM_P1 Text(EN) Supply Rel.ship Pro. 1 (BP CH) Text(RU) Пр.""пост-к - мат-л"" 1 (BP CH) Maintenance Language RU Note 4. Choose Continue Result The Status Profile YQ_QM_P1 is created. © SAP AG Page 11 of 16 SAP Best Practices QM in Procurement (841): Configuration Guide 3.8 Assigning Delivery Status for Inspection Type Use The purpose of this activity is to assign the delivery status for inspection type (by using in a quality info record). Procedure 1. Access the activity using one of the following navigation options: Transaction code SPRO IMG menu Quality Management QM in Logistics QM in Procurement Define Status of Supply Relationships Assign delivery status for inspection type 2. On the Change View Assignment of User Status (Supply Rel.) to insp. Type: O: Overview screen, choose all entries for YQ_QM_P1 and Copy as. 3. On the Copy Entry screen, make the following entries: Field name Description User action and values Status Profile YQ_QM_P1 Inspection type Replace 01 by YQ01 Note Replace 0101 by YQ0101 4. Choose Continue Result The delivery stati for Profile YQ_QM_P1 are created. 4 Master Data The following activities describe the master data required for this Building Block. The steps do not describe the transactions in detail but list the relevant transaction and the corresponding master data file. For more details on using the individual transactions refer to the Online Help in the system. 4.1 Changing Material Master – Changing QM-View Use The purpose of this activity is to change the material master and to add Quality management view to: - Set QM in procurement active - Set QM control key - Set Required QM System for Vendor Procedure © SAP AG Page 12 of 16 SAP Best Practices QM in Procurement (841): Configuration Guide 1. Access the activity using one of the following navigation options: SAP ECC menu Logistics Materials Management Material Master Material Change Immediately Transaction code MM02 2. Refer to the following file for details of the master data required: SMB10_MM02_O001_P04_841.TXT. Result Material master was changed and QM views were added. 4.2 Creating Quality Info Record Use The purpose of this activity is to create the required quality Information Records. Procedure 1. Access the activity using one of the following navigation options: SAP ECC menu Logistics Quality Management Quality Planning Logistics Master Data Quality Info Record: Procurement Create Transaction code QI01 2. Refer to the following file for details of the master data required: SMB18_QI01_O002_ Q41_841.TXT . Result Q-info records have been created. 4.3 Creating Dynamic Modification Rule Use The purpose of this activity is to create the required dynamic modification rule. Procedure 1. Access the activity using one of the following navigation options: SAP ECC menu Logistics Quality Management Quality Planning Basic Data Sample Dynamic Modification Rule Create Transaction code QDR1 2. Refer to the following file for details of the master data required: SMB18_QDR1_O005_Q41_841.TXT Result © SAP AG Page 13 of 16 SAP Best Practices QM in Procurement (841): Configuration Guide Dynamic modification rule has been created. 4.4 Creating and Changing Inspection Plans: Header, Operation, Char., Material Assignment Use The purpose of this activity is to create and change the inspection plans (the header, the operations, the characteristics and the material assignment) for materials in procurement. Procedure 1. Access the activity using one of the following navigation options: SAP ECC menu Logistics Quality Management Quality Planning Inspection Planning Inspection Plan Create Transaction code QP01 2. Refer to the following file for details of the master data required: SMB10_INSPECT_PLAN_O002_P18_841.TXT. Result Inspection plan headers, operations, the characteristics and the material assignment have been created. 4.5 Creating Document in DMS Use The purpose of this activity is to create a QM Document for purchasing Pipeline material. You need only one document a year. Refer to the following file for details of the master data required: SMB10_CV01N_O001_P40_ 841.TXT. Procedure 1. Access the activity using one of the following navigation options: SAP ECC menu Logistics Central Functions Document Management Systems Document Create Transaction code CV01N 2. On the Create Document: Initial Screen, make following entries: Field name Description User action and values Document QM-PIPE Document type YQ1 Document part 000 Document version 00 © SAP AG Note Page 14 of 16 SAP Best Practices QM in Procurement (841): Configuration Guide 3. Choose Enter. 4. On the Create Document: Basic Data QM-Agreement YQPM (YQ1) screen, enter the following data: Field name Description Description User action and values Note QM for Pipeline 5. Choose Create Document. 6. On the Create Document: Basic Data QM-Agreement YQPM (YQ1) screen, enter the following data: Field name Description User action and values Note Appl. PDF P Data carrier PC Original Certificate.pdf 7. Choose Enter. 8. Choose the newly created entry in the Originals area and choose Check In Orig. 9. Choose Save. Result A document for purchasing Pipeline Material was created. 4.6 Changing Document in DMS for Purchasing Pipeline Material Use The purpose of this activity is to set the status of the QM document for the Pipeline Material when you reach the document from your Vendor and add an PDF file to the master data. Procedure 1. Access the activity using the following navigation options: SAP ECC menu Logistics Central Functions Document Management Systems Document Change Transaction code CV02N 2. Refer to the following file for details of the master data required: SMB18_CV02N_O001_Q41_841.TXT. Result The document is released for QM. © SAP AG Page 15 of 16 SAP Best Practices QM in Procurement (841): Configuration Guide 4.7 Assigning QM Order to Material Use The purpose of this activity is to assign appraisal costs from QM orders to cost centers. Procedure 1. Access the activity using the following navigation options: SAP ECC menu Logistics Production Process Process Order Environment Master Data Material Master Environment QM Maintenance Functions Assign Appraisal Costs Transaction code QK01 2. Refer to the following file for details of the master data required: SMB18_QK01_O003_Q41_841.TXT. Result Appraisal costs of QM orders are assigned. © SAP AG Page 16 of 16