Quality Management with SAP S/4HANA

Book Information

• Publisher: SAP PRESS
• Authors: Jawad Akhtar
• Year: 2025
• Edition: 2
• Pages: 935
• Languages: English

Description

Put quality first with QM in SAP S/4HANA! Connect quality management to materials management, production planning, warehouse management, and other logistics processes in SAP S/4HANA. Follow step-by-step instructions to both configure and use key QM processes like batch management, audits, stability studies, engineering change management, and more. Ensure confidence in your product’s quality by implementing quality plans, inspections, notifications, and document management in SAP S/4HANA!

• Implement QM with SAP S/4HANA for planning, inspections, and notifications
• Integrate QM processes across your supply chain
• Master batch management, stability studies, quality issue resolution, FMEA, and more

Key Highlights

• Master data
• Integration with logistics
• Quality inspection
• Batch management
• Sample management
• Quality certifications
• Quality notifications
• Quality planning
• Stability studies
• Failure mode and effects analytics (FMEA)
• Document management
• Reporting

You'll learn about

• Configure:
  Set up quality management in your SAP S/4HANA system using detailed instructions and screenshots. Configure the master record, master recipe, and other key elements of QM.
• Connect:
  Integrate QM with other areas of SAP S/4HANA: materials management, production planning, sales and distribution, plant maintenance, and warehouse management.
• Operate:
  Get the most out of your system by using QM tools, from sample management and quality certificates to engineering change management and stability studies.

Table of Contents

• Acknowledgments

• Preface
• Goals of This Book
• Target Audience
• Structure and Content

• PART I Quality Management Core Concepts

• 1 Quality Management in SAP S/4HANA
• 1.1 Organizational Structure in SAP S/4HANA
• 1.1.1 Client
• 1.1.2 Company Code
• 1.1.3 Plant
• 1.1.4 Storage Location
• 1.1.5 Warehouse Number
• 1.2 Quality Management in the SAP Landscape
• 1.3 Business Processes in Quality Management
• 1.3.1 Quality Engineering
• 1.3.2 Quality Assurance and Control
• 1.3.3 Quality Improvement
• 1.3.4 Product Change Management
• 1.4 Integration with Other Areas
• 1.4.1 Materials Management
• 1.4.2 Production Planning
• 1.4.3 Sales
• 1.4.4 Plant Maintenance
• 1.4.5 Embedded Extended Warehouse Management
• 1.4.6 ISO 9001 Certification Process and SAP S/4HANA
• 1.5 Summary

• 2 Quality Planning
• 2.1 Quality Management View in Material Master
• 2.2 Master Record
• 2.2.1 Change Master Record
• 2.2.2 Business Partner Master Record
• 2.2.3 Batch Master
• 2.2.4 Production Resources and Tools
• 2.3 Master Recipe or Routing
• 2.4 Reference Operation Set
• 2.5 Work Center
• 2.6 Inspection Method
• 2.7 Quality Agreements
• 2.7.1 Quality Assurance Agreement with Suppliers
• 2.7.2 Quality Assurance Agreements with Customers
• 2.7.3 Technical Delivery Terms with Customers
• 2.8 Quality Information Record
• 2.9 Master Inspection Characteristics
• 2.9.1 Create Inspection Characteristics
• 2.9.2 Edit Control Indicators
• 2.9.3 Assign Inspection Catalog
• 2.10 Sampling Procedure
• 2.11 Inspection Plan
• 2.11.1 Task List Header
• 2.11.2 Inspection Plan Header
• 2.11.3 Material Assignment
• 2.11.4 Test Equipment
• 2.11.5 Operations View
• 2.11.6 Long-Term Characteristics
• 2.11.7 Calculated Characteristics
• 2.11.8 Classed Characteristics
• 2.11.9 Dependent Characteristics
• 2.12 Material Specification
• 2.13 Summary

• 3 Quality Inspection
• 3.1 Business Processes in Quality Inspection
• 3.1.1 Inspection Lot Creation
• 3.1.2 Results Recording
• 3.1.3 Usage Decision
• 3.1.4 Stock Posting
• 3.1.5 Defect Recording
• 3.1.6 Inspection Report
• 3.2 Optimization Features of Inspection Planning and Quality Inspection
• 3.2.1 Master Data
• 3.2.2 Inspection Lot
• 3.2.3 Digital Signature
• 3.2.4 Results Recording
• 3.2.5 Usage Decision
• 3.2.6 Engineering Workbench
• 3.3 Multiple Specifications
• 3.3.1 Configuration Settings
• 3.3.2 Master Data Settings
• 3.3.3 Business Processes
• 3.4 Dynamic Modification Rule
• 3.4.1 Master Data Maintenance
• 3.4.2 Business Processes
• 3.5 New Inspection Types
• 3.5.1 Configuration Settings
• 3.5.2 Master Data Setup
• 3.5.3 Business Process
• 3.5.4 Inspection Lot Processing
• 3.6 Configuration Basics: Quality Planning and Quality Inspection
• 3.6.1 Client Settings
• 3.6.2 Plant Settings
• 3.6.3 Quality Planning
• 3.6.4 Quality Inspection
• 3.7 Summary

• PART II Quality Management Integration with Logistics

• 4 Integrating with Materials Management
• 4.1 Configuration Basics
• 4.1.1 Material Type/Task List Combination
• 4.1.2 Control Key for Quality Management in Procurement
• 4.2 Procurement Business Processes
• 4.2.1 Goods Receipt in Procurement: Inspection Type 01
• 4.2.2 Source Inspection: Inspection Type 0101
• 4.3 First Article Inspection for Production Part Approval Process
• 4.4 Pilot Run Inspection: Inspection Type 0102
• 4.4.1 Configuration Basics
• 4.4.2 QM Master Data Checklist
• 4.4.3 Business Processes of Pilot Run Inspection
• 4.5 Subcontracting: Inspection Type 0130
• 4.5.1 QM Master Data Checklist
• 4.5.2 Subcontracting Purchase Order
• 4.5.3 Transfer Posting of Subcontracting Purchase Order
• 4.5.4 Goods Receipt for Subcontracting Purchase Order
• 4.5.5 Inspection Lot for Subcontracting Purchase Order
• 4.5.6 Invoice Receipt
• 4.6 Inventory Management Processes
• 4.6.1 Stock Transfer Inspection: Inspection Type 08
• 4.6.2 Other Goods Receipt: Inspection Type 05
• 4.7 Handling Inspection Stock at QM Activation: Inspection Type 0800
• 4.7.1 Configuration Settings
• 4.7.2 QM Stock at QM Activation
• 4.7.3 Inspection Lot on QM Activation
• 4.8 Summary

• 5 Integrating with Production Planning
• 5.1 Configuration Basics
• 5.1.1 Material Type/Task List Combination
• 5.1.2 Order Type-Dependent Plant Parameters
• 5.1.3 Confirmation Parameters
• 5.1.4 Control Key
• 5.2 Master Data
• 5.2.1 Production Planning and Quality Management Master Data Checklist
• 5.2.2 QM Data in Master Recipe
• 5.3 Business Processes in Production Planning
• 5.3.1 Process Manufacturing and Discrete Manufacturing
• 5.3.2 Repetitive Manufacturing
• 5.4 Summary

• 6 Integrating with SAP S/4HANA Sales
• 6.1 Configuration Basics
• 6.2 Master Data
• 6.3 Business Processes
• 6.3.1 Customer Delivery with Sales Order
• 6.3.2 Customer Delivery without Sales Order
• 6.3.3 Return Order
• 6.3.4 General Delivery
• 6.4 Summary

• 7 Integrating with Plant Maintenance
• 7.1 Deciding which Functionalities to Implement
• 7.1.1 Scenario 1: PM without MM
• 7.1.2 Scenario 2: PM with MM
• 7.1.3 Scenario 3: MM without PM
• 7.1.4 Scenario 4: Neither MM nor PM
• 7.2 Defining Test Equipment
• 7.2.1 Test Equipment as a Material
• 7.2.2 Test Equipment as PM Equipment
• 7.2.3 Test Equipment as a Production Resource/Tool
• 7.2.4 Test Equipment as a Document
• 7.3 Configuration Basics
• 7.3.1 Inspection Type Assignment to PM Order Type
• 7.3.2 Serial Number Profile
• 7.4 Test Equipment Master Data
• 7.4.1 Create Material Master
• 7.4.2 Material Serial Number
• 7.4.3 Test Equipment and Serial Number Synchronization
• 7.4.4 Test Equipment
• 7.4.5 General Task List
• 7.4.6 Maintenance Plan
• 7.4.7 Schedule Maintenance Plan
• 7.4.8 Deadline Monitoring
• 7.5 Business Processes in Test Equipment Management
• 7.5.1 Calibration Order
• 7.5.2 QM Inspection Lot for Test Equipment: Inspection Type 14
• 7.5.3 Results Recording
• 7.5.4 Calibration Orders Worklist
• 7.5.5 Calibration Orders Completion
• 7.5.6 Evaluations
• 7.6 Inspection Checklists: Inspection Type 8916
• 7.6.1 Configuration Basics and Other Prerequisites
• 7.6.2 Setting Up the Master Data for Inspection Checklist
• 7.6.3 Business Process of Inspection Checklist
• 7.7 Summary

• 8 Integrating with Embedded Extended Warehouse Management
• 8.1 Configuration Basics
• 8.1.1 Activate Inspection Object Type
• 8.1.2 Maintain Inspection Object Types Version
• 8.1.3 Define and Assign Follow-Up Actions
• 8.1.4 Quality Inspection Group
• 8.1.5 Define and Assign Work Centers
• 8.2 Master Data Setup
• 8.3 Business Processes
• 8.3.1 Create Purchase Order with Inbound Delivery
• 8.3.2 Create Inbound Delivery in SAP S/4HANA
• 8.3.3 Create Inbound Delivery and Goods Receipt in Embedded Extended Warehouse Management
• 8.3.4 Process Quality Inspection Lot
• 8.3.5 Display Quality Inspection Details
• 8.4 Reporting
• 8.4.1 Warehouse Management Monitor
• 8.4.2 Quality Inspection Workload
• 8.4.3 Inspection Lot Analytics App
• 8.5 Summary

• PART III Quality Management Workflow Tools

• 9 Batch Management
• 9.1 Batch Management Overview
• 9.2 Batch Level and Batch Status Management
• 9.2.1 Define the Batch Level
• 9.2.2 Batch Number Assignment
• 9.2.3 Creation of New Batches in the Production Process
• 9.2.4 Batch Creation for Goods Movement
• 9.3 Master Data in Batch Management
• 9.3.1 Activate Batch Management in the Material Master
• 9.3.2 Batch Classification
• 9.3.3 Assigning Classification in the Material Master
• 9.4 Business Processes of Batch Management
• 9.4.1 Create a Batch Master Manually
• 9.4.2 Changing a Batch
• 9.4.3 Deleting a Batch
• 9.4.4 Automatic Creation of a Batch in Goods Movement
• 9.4.5 Stock Overview
• 9.5 Batch Determination
• 9.5.1 Define Condition Tables
• 9.5.2 Define the Access Sequence
• 9.5.3 Define Strategy Types
• 9.5.4 Batch Search Procedure Definition
• 9.5.5 Batch Search Procedure Allocation and Check Activation
• 9.5.6 Batch Search Procedure for Process Orders
• 9.5.7 Creating Sort Rules
• 9.5.8 Maintaining Condition Records
• 9.5.9 Business Process
• 9.6 Recurring Inspection and Expiration Dates
• 9.6.1 Quality Management Master Data Checklist
• 9.6.2 Business Processes
• 9.7 Active Ingredient Management
• 9.7.1 Configuration Basics
• 9.7.2 Master Data
• 9.7.3 Business Processes
• 9.8 Batch Derivation
• 9.8.1 Configuration Basics
• 9.8.2 Classification in Material Master
• 9.8.3 Business Processes
• 9.8.4 Reporting
• 9.9 Batch Traceability of Work in Process Batches
• 9.9.1 Configuration Settings
• 9.9.2 Master Data Setup
• 9.9.3 Business Processes
• 9.9.4 Reporting
• 9.10 Batch Information Cockpit
• 9.11 Electronic Batch Record
• 9.12 Summary

• 10 Sample Management
• 10.1 Plant Settings
• 10.2 Master Data
• 10.2.1 Sample-Drawing Procedure
• 10.2.2 Inspection Plan
• 10.2.3 QM Master Data Checklist
• 10.3 Business Processes
• 10.3.1 Goods Receipt for Purchase Order
• 10.3.2 Inspection Lot for Goods Receipt
• 10.3.3 Physical Samples for Goods Receipt
• 10.3.4 Release and Print Physical Sample Label
• 10.3.5 Inspection Lots for Physical Samples
• 10.3.6 Result Recording for Physical Sample: Inspection Type 15
• 10.3.7 Results Recording for Pooled Samples (Goods Receipt Inspection)
• 10.3.8 Manually Creating a Physical Sample
• 10.4 Physical Sample Drawing with Reference: Production Processes
• 10.4.1 Process Order
• 10.4.2 Physical Sample Drawing with Reference
• 10.5 Configuration Basics
• 10.5.1 Physical Sample Type Assignment to Inspection Type
• 10.5.2 Define Physical Sample Types
• 10.5.3 Define Physical Sample Container
• 10.5.4 Define Physical Sample Locations
• 10.6 Summary

• 11 Quality Certificates
• 11.1 Incoming Quality Certificates
• 11.1.1 Configuring the Control Key
• 11.1.2 Define Control Functions for Certificate Processing
• 11.1.3 Master Data for Incoming Quality Certificates
• 11.1.4 Create a Purchase Order
• 11.1.5 Goods Receipt against the Purchase Order
• 11.1.6 Incoming Inspection Certificate
• 11.1.7 Incoming Certificate Worklist
• 11.2 Outgoing Quality Certificates
• 11.2.1 Define Keys for Certificate Processing
• 11.2.2 Master Data for Outgoing Quality Certificates
• 11.2.3 Business Processes in Outgoing Quality Certificates
• 11.3 Summary

• 12 Quality Notification
• 12.1 Workflow
• 12.2 Quality Notification in SAP S/4HANA Sales
• 12.2.1 Creating a Quality Notification: Customer Complaint
• 12.2.2 Correction Tasks
• 12.2.3 Changing the Activities Status and Completing the Notification
• 12.2.4 System Status and User Status
• 12.2.5 Follow-On Action
• 12.2.6 Action Log
• 12.2.7 Partner Data of the Notification
• 12.2.8 The 8D Report
• 12.3 Quality Notification in Production
• 12.4 Quality Notification in Procurement
• 12.4.1 Create a Quality Notification
• 12.4.2 Buyer’s Negotiation Sheet
• 12.4.3 Document Flow
• 12.5 Quality Notification Tools
• 12.5.1 Controlling Tasks Using Notification Worklist
• 12.5.2 SAP Fiori Apps for Quality Notification
• 12.5.3 Information System
• 12.5.4 Solution Database
• 12.6 Corrective and Preventive Action
• 12.7 Quality Issue Resolution
• 12.7.1 Business Processes
• 12.7.2 Problem-Solving Process
• 12.7.3 The 8D Method
• 12.8 Configuration Basics: Quality Notification
• 12.8.1 Overview of Notification Type
• 12.8.2 Notification Creation
• 12.8.3 Copy Screen Areas from the Standard System
• 12.8.4 Allocate Change of Notification Type
• 12.8.5 Notification Processing
• 12.8.6 Additional Notification Functions
• 12.8.7 Defects Recording
• 12.8.8 Nonconformity Costs for Supplier Evaluation
• 12.8.9 Define Confirmation Profile
• 12.9 Summary

• 13 Engineering Change Management
• 13.1 Change Master
• 13.1.1 Configuring a Status Profile (User Status)
• 13.1.2 Maintain the Profile
• 13.1.3 Change Master Creation
• 13.1.4 Changes in Inspection Plan with a Change Number
• 13.1.5 Engineering Change Management Information System
• 13.2 Change Record
• 13.2.1 Manage Engineering Changes
• 13.2.2 Manage Change Records
• 13.2.3 Engineering Cockpit
• 13.3 Engineering Record
• 13.4 Management of Changes
• 13.5 Summary

• 14 Audit Management
• 14.1 Overview
• 14.2 Setting Up Audit Objects
• 14.2.1 Set Up the Audit Plan
• 14.2.2 Set Up Audit
• 14.2.3 Set Up the Question List/Questions
• 14.3 Business Processes
• 14.3.1 Release Audit Plan
• 14.3.2 Release Audit
• 14.3.3 Valuate Question
• 14.3.4 Create Corrective and Preventive Action
• 14.3.5 Valuate Audit
• 14.3.6 Audit Report
• 14.4 Productivity Tools and Audit Monitor
• 14.4.1 Audit Plan in Microsoft Project
• 14.4.2 Import and Export Audits
• 14.4.3 Audit Monitor
• 14.5 Audit Inspection: Inspection Type 07
• 14.6 Configuration Basics
• 14.6.1 Audit Usage
• 14.6.2 Audit Type
• 14.6.3 Digital Signature
• 14.6.4 Audit Trigger
• 14.7 Summary

• 15 Stability Study
• 15.1 Integration Workflow
• 15.2 Master Data
• 15.3 Stability Study for a Material
• 15.3.1 Create Stability Study with a Material
• 15.3.2 Initial Sample
• 15.3.3 Bill of Materials
• 15.3.4 Initial Test Inspection Lot: Inspection Type 1601
• 15.3.5 Inspection Process for an Initial Sample: Results Recording and Usage Decision
• 15.3.6 Change Notification
• 15.3.7 Complete Initial Test
• 15.3.8 Storage Conditions
• 15.3.9 Testing Schedule
• 15.3.10 Inspection Lot for Inspection Type 16
• 15.3.11 Print Labels
• 15.3.12 Define the Start Date of the Study
• 15.3.13 Manual Inspection Lot for Storage Condition: Inspection Type 1602
• 15.3.14 Change Storage Conditions
• 15.3.15 Change Stability Study Status
• 15.3.16 Display Stability Study
• 15.4 Configuration Basics
• 15.4.1 Primary Packaging
• 15.4.2 Physical Sample Container
• 15.4.3 Storage Conditions
• 15.4.4 Storage Locations
• 15.4.5 Bill of Material Usage
• 15.4.6 Samples for Stability Study
• 15.4.7 Testing Schedule Category
• 15.4.8 Maintenance Strategy
• 15.4.9 Notification Type
• 15.4.10 Priority Type
• 15.4.11 Action Box
• 15.5 Summary

• 16 Failure Mode and Effects Analysis and Control Plan
• 16.1 Process Overview
• 16.1.1 Action Plan
• 16.1.2 Failure Across Categories
• 16.1.3 Closed-Loop Quality Approach
• 16.2 Set Up
• 16.2.1 Create Function List
• 16.2.2 Create Functions
• 16.2.3 Create Prerequisite
• 16.2.4 Creating a Characteristic
• 16.2.5 Create Failure Mode
• 16.2.6 Create Cause
• 16.2.7 Create Preventive Action
• 16.2.8 Create Detection Action
• 16.2.9 Create an Effect
• 16.3 Business Processes
• 16.3.1 Valuation of Detection Action
• 16.3.2 Valuation of Preventive Action
• 16.3.3 Valuation of Effect
• 16.3.4 Calculation of Risk Priority Number
• 16.3.5 Additional FMEA Features
• 16.4 Question List
• 16.4.1 Create Questions in the Question List
• 16.4.2 Approval and Release of a Question List
• 16.5 FMEA Monitor
• 16.6 Risk Analysis
• 16.7 Control Plan
• 16.8 Configuration Basics: FMEA and Control Plan
• 16.8.1 Field Selection
• 16.8.2 Valuation Specification
• 16.8.3 Structure of Question List
• 16.8.4 Priorities
• 16.8.5 List Structure
• 16.8.6 Rating Profile
• 16.8.7 FMEA Type
• 16.8.8 Objects, Properties, and Forms
• 16.8.9 Control Plan Type
• 16.8.10 Structure Type in Control Plan
• 16.9 Summary

• PART IV Monitoring, Evaluation, and Control in Quality Management

• 17 Early Warning System
• 17.1 Overview
• 17.2 Set Up Early Warning System
• 17.2.1 Create Exceptions
• 17.2.2 Group Exceptions
• 17.2.3 Set Up Periodic Analysis
• 17.3 Schedule Early Warning System
• 17.4 Early Warning System in Action
• 17.5 Exception Analysis
• 17.6 Summary

• 18 Reporting in SAP S/4HANA
• 18.1 The Basics of Reporting
• 18.1.1 Inspection Lot Selection
• 18.1.2 Multiple Selection
• 18.1.3 Maintain Selection
• 18.1.4 Maintain Variant
• 18.1.5 Inspection Lot Selection Worklist
• 18.1.6 Filter Settings
• 18.1.7 Download
• 18.1.8 Copy Selective Data to Microsoft Excel
• 18.1.9 Print
• 18.1.10 ABC Analysis
• 18.2 Standard Analyses
• 18.2.1 Standard Analyses in QM
• 18.2.2 Standard Analysis: Material Overview
• 18.2.3 Key Figures
• 18.2.4 Other Info Structures
• 18.2.5 Standard Analysis: ABC Analysis
• 18.2.6 Standard Analysis: Time Series
• 18.3 QM Cockpit for Evaluations
• 18.4 SAP Fiori Applications
• 18.4.1 Inspection Lot Analytics
• 18.4.2 Quality Level History
• 18.4.3 Record Inspection Results
• 18.4.4 Results History
• 18.4.5 Quality Technician Overview
• 18.4.6 Quality Engineer Overview
• 18.4.7 Manage Usage Decisions
• 18.4.8 Manage Inspection Lots
• 18.4.9 Manage Quality Levels
• 18.4.10 Process Inspection Lots
• 18.4.11 Manage Control Charts
• 18.4.12 Record Inspection Results
• 18.4.13 Process Quality Tasks
• 18.4.14 Manage Quality Tasks
• 18.4.15 Supplier Evaluation by Quality
• 18.4.16 Inspection Lot Analytics
• 18.4.17 Inspection Lot Detailed Analytics
• 18.4.18 Characteristics Analytics
• 18.4.19 Characteristic Detailed Analytics
• 18.4.20 Inspection Lot
• 18.4.21 Inspection Operation
• 18.4.22 Manage Batches
• 18.4.23 Nonconformance Detailed Analytics
• 18.5 Summary

• 19 Quality Control
• 19.1 Supplier Evaluation
• 19.1.1 Configuration Basics
• 19.1.2 Master Data Maintenance
• 19.1.3 Business Processes
• 19.1.4 Calculate Score
• 19.1.5 Additional Functions
• 19.2 Quality Level
• 19.2.1 Updating the Quality Level during Inspection Lot Creation
• 19.2.2 Manual Creation of the Quality Level
• 19.2.3 Evaluating Quality Level
• 19.3 Statistical Process Control
• 19.3.1 Analyzing Data Using a Control Chart
• 19.3.2 Quality Chart
• 19.3.3 QM Master Data Checklist
• 19.3.4 Process Capability
• 19.3.5 History of Quality Scores
• 19.3.6 Histogram
• 19.4 Summary

• 20 Document Management System
• 20.1 Configuration Steps
• 20.1.1 Define a New Number Range
• 20.1.2 Defining the Document Type
• 20.1.3 Document Status
• 20.1.4 Object Links
• 20.1.5 Define Workstation Application
• 20.2 Document Info Record Management
• 20.2.1 Creating a Document Info Record
• 20.2.2 Originals
• 20.2.3 Classification System and Additional Data
• 20.2.4 Object Links
• 20.3 Changing a Document Info Record
• 20.4 Display a Document Info Record
• 20.5 Version and Part Management
• 20.5.1 New Version of a Document Info Record
• 20.5.2 New Document Info Record Part
• 20.6 Searching Document Info Records
• 20.6.1 Search Options
• 20.6.2 Basic Documents Attributes
• 20.6.3 Search Additional Attributes or Classification
• 20.6.4 Object Links
• 20.6.5 Text or Long Text
• 20.6.6 Originals
• 20.6.7 Full Text
• 20.7 Manage Documents App
• 20.7.1 Editing a Document
• 20.7.2 Creating a Document Info Record
• 20.8 Document Management System Integration in QM Processes
• 20.9 Summary

• A Movement Type Mapping

• B The Author

• Index

Disclaimer

SAP, other SAP products and services mentioned herein as well as their respective logos are trademarks or registered trademarks of SAP SE (or an SAP affiliate company) in Germany and other countries. Our Company is not affiliated to SAP SE or any of its affiliated companies including but not limited to: Sybase, Business Objects, Hybris, Ariba and SuccessFactors. All other names, brands, logos, etc. are registered trade or service marks of their respective owners.