Exercise - Create and process a quality order

  • 30 minutes

As a quality manager in the USMF company, you want to enable a quality management process where inventory must be inspected immediately at the time of picking for the Surface pro product.

You need to start the process of creating a quality group to define the items that are going to be sampled, and then create a test group to group the tests that are to be performed on items in the quality group.

Before you begin

To get the most benefit from this and other exercises in this module, we recommend that you have the standard sample data available in Supply Chain Management that is installed by using Lifecycle Services.

Enable quality management

  1. Go to Inventory management > Setup > Inventory and warehouse management parameters.
  2. Select the Quality management tab.
  3. Set the Use quality management option to Yes.
  4. Select Report setup. In USMF, the report setup for quality management is already defined. If this is not done, you need to add new lines on this page for the different report types and select the type of document to be used for each report.
  5. Close all pages.

Create a test

  1. Go to Inventory management > Setup > Quality control > Tests.
  2. Select New.
  3. In the Test field, type SurfaceTest.
  4. In the Description field, type Test Surface.
  5. In the Type field, select Option to assign the test results based on pre-defined values.
  6. Select Save.
  7. Close all pages.

Create test variables to define the way test results are recorded

  1. Go to Inventory management > Setup > Quality control > Test variables.
  2. Select New.
  3. In the Variable field, type Power.
  4. In the Description field, type Power up.
  5. Select Save.
  6. Select Outcomes.
  7. Select New.
  8. In the Outcome field, type ON.
  9. In the Description field, type Device starts normally.
  10. In the Outcome status field, select Pass.
  11. Select Save.
  12. Select New.
  13. In the Outcome field, type OFF.
  14. In the Description field, type Device does not power up.
  15. In the Outcome status field, select Fail.
  16. Select Save.
  17. Close all pages.

Set up item sampling

  1. Go to Inventory management > Setup > Quality control > Item sampling.
  2. Select New.
  3. In the Item sampling field, type 1.
  4. In the Description field, type one sample.
  5. In the Quantity specification field, select Fixed quantity.
  6. In the Value field, enter 1. This value relates to the Quantity specification that's selected in the adjacent field.
  7. Expand or collapse the Process section.
  8. Select or clear the Full blocking option. If you select this option, the whole lot or order line quantity is blocked if a test is failed. If you don't select it, only the items in the quality order are blocked.
  9. Select Save.
  10. Close all pages.

Create a quality and item group

  1. Go to Inventory management > Setup > Quality control > Quality groups.
  2. Select New.
  3. In the Quality group field, type Surface. Use a descriptive name to help identify which kind of items the group will contain (your sampling criteria).
  4. In the Description field, type Quality group for Surface.
  5. Select Save.
  6. Select Add items.
  7. Select the Item number row. In this example, the filtering will be run based on the item number.
  8. In the Criteria field, type 1000 to filter on the item numbers that start with T.
  9. Select OK.
  10. Close all pages.

Create a test group

  1. Go to Inventory management > Setup > Quality control > Test groups.
  2. Select New.
  3. In the Test group field, type Surface.
  4. Give the test group a name that will help you remember what kind of tests are being run and which quality group it should be associated with.
  5. In the Description field, type Test group for Surface.
  6. In the Item sampling field, select 1.
  7. On the Overview tab, select Add.
  8. In the Sequence number field, enter 1.
  9. In the Test field, select SurfaceTest.
  10. Select the Test tab.
  11. In the Variable field, select Power.
  12. In the Default outcome field, select the drop-down button to open the lookup.
  13. Select ON.
  14. Select Save.
  15. Close all pages.

Define when quality orders will be created

  1. Go to Inventory management > Setup > Quality control > Quality associations.
  2. Select New.
  3. In the Reference type field, select Sales.
  4. In the Item code field, select Table.
  5. In the Item field, enter or select 1000.
  6. Expand the Process section.
  7. In the Event type field, select Picking process is scheduled.
  8. Expand the Quality order process section.
  9. In the Event blocking field, enter or select Picking process.
  10. Expand the Specifications section.
  11. In the Test group field, enter or select Surface.
  12. Select Save.
  13. Close all pages.

Process quality orders

  1. Go to Sales and marketing > Sales orders > All sales orders.
  2. Select New.
  3. In the Customer account field, select US-013.
  4. Select OK.
  5. In the Item number field, enter or select 1000.
  6. In the Site field, select 1.
  7. On the Action Pane, select Pick and pack.
  8. Select Quality orders. Note that there is currently no quality order.
  9. Close the page.
  10. Select Generate picking list.
  11. Select OK.
  12. Select OK.
  13. Read the generated error message that prevents you from continuing the process of picking and packing because you now have a quality order.
  14. Select Quality orders. Note that the quality order is automatically generated.
  15. Review the tests.
  16. Select Results.
  17. Set the Result quantity to 1.
  18. Set Test result to ON.
  19. Select Validate.
  20. Select OK.
  21. Close the Quality order page.
  22. Select Generate picking list.
  23. Select OK.
  24. Select OK.
  25. Note that no error occurs because you have passed the quality order test.
  26. Select Picking list registration.
  27. Select Updates.
  28. Select Update all.
  29. Close the page.
  30. Select Post packing slip.
  31. Select OK.
  32. Select OK.
  33. Close all pages.