Using Quality Management in SAP EWM

Objectives

After completing this lesson, you will be able to:
  • Use Quality Management in SAP EWM.
  • Set up the quality inspection.

Quality Management (QM)

You use quality management to check whether delivered products satisfy your quality criteria. SAP Extended Warehouse Management (SAP EWM) uses the Quality Inspection Engine (QIE) to implement inspection processes in the warehouse. You can run quality inspections using just the QIE. Or, if you have already set up the Quality Management (QM) component in SAP Enterprise Resource Planning (SAP ERP), you can use the QIE to integrate your quality inspection processes with SAP EWM.

QIE is a software component layer in the SAP EWM software stack architecture.

Diagram showing two workers sorting items on a conveyor belt. Some items go to bins with an X mark, others to a shelf with a checkmark.

Quality Inspection Engine (QIE)

With the QIE, you can integrate quality inspections in various SAP solutions in the SAP Business Suite, as well as in non-SAP applications. The QIE supplements the existing quality management solution supplied by SAP Product Lifecycle Management (SAP PLM) and was designed for use in a heterogeneous system landscape. The QIE is service-oriented and supports new processes, such as the execution of inspections using a decentralized Warehouse Management system. Consumer systems use the QIE to perform the inspection process.

Illustration showing the process of a request from a consumer system (for example, SAP EWM) to a Quality Inspection Engine (QIE) with a clipboard checklist.

The QIE can be integrated to ERP QM, to use features which are not available in the QIE. But not all standard functions of ERP QM are available with an SAP EWM.

Note

SAP S/4HANA embedded EWM does not use the QIE for quality inspections. This creates some differences between a decentralized EWM and embedded EWM, which are listed later in this unit.

Inspection Object Types (IOTs)

Inspection object types define the software component, the process, and the object for which you can create inspection documents in the Quality Inspection Engine (QIE). An IOT is created in the QIE from the consumer system.

The following list outlines the various types of IOTs:

  • IOT 1: Preliminary Inspection Inbound Delivery

  • IOT 6: Preliminary Inspection Handling Unit

  • IOT 2: Counting Inbound Delivery

  • IOT 4: Q-Inspection Product/Batch Inbound Delivery

  • IOT 3: Q-Inspection Returns Delivery

  • IOT 5: Q-Inspection Product/Batch Warehouse-Internal

  • IOT 7: Defect Processing

IOT Preliminary Inspection Inbound Delivery

If you activate an inbound delivery notification, the system generates an inspection document automatically for checking complete deliveries. The system requires an inspection rule for the current version of the inspection object type and warehouse number.

The inspection document is released automatically when being created, so that it is already available when the goods physically arrive. The document cannot contain samples or items and is stored as a reference document for the delivery header in the delivery.

This IOT is only available in a Supply Chain Management based EWM, up to EWM 9.5.

IOT Preliminary Inspection Handling Unit (HU)

For each delivery of a complete commercial truck (with multiple deliveries), you can classify all HUs as good or bad. When you have classified all the HUs, the system creates the HU inspection document automatically. In doing this, it generates one inspection document for each delivery and one item for each HU in this inspection document. You can also decide this directly for the good HUs. You then manually process the bad HUs in an additional process in the inspection document.

Inspection documents for HUs cannot be scheduled in advance. You can only create them manually for the HU inspection using RF.

Because you always create this inspection document manually, it makes sense to create only one inspection rule for the warehouse number and for the version of the inspection object.

This IOT is only available in a decentralized EWM, it is not available in embedded EWM.

IOT Counting Inbound Delivery

The system creates this inspection document automatically, depending on Customizing for the inspection document creation within inbound delivery processing. The system releases it when it creates it. Counting is always a 100% inspection, because counting samples is irrational.

This IOT is only available in a decentralized EWM, it is not available in embedded EWM.

IOT Q-Inspection Product/Batch Inbound Delivery

The inspection document is automatically generated, but released with the first goods receipt posting. The inspection quantity is determined from the deliver quantity and if the inspection rule contains a sample-drawing instruction, the system generates corresponding samples for the inspection document.

There are subtypes of this IOT, acceptance sampling (for externally procured goods), and presampling in production (in-house production), which are relevant before goods receipt.

IOT Q-Inspection Returns Delivery

This works in a similar way to the quality inspection for a product, but it is specifically for returns. This IOT offers the additional functionality to enable a usage decision in the warehouse with delegating the follow up action to an external system, for example, SAP CRM.

For example, a returned product item is received in the warehouse. A warehouse worker inspects the returned product item and rejects it for quality reasons. The decision about the follow-up action is made by the sales clerk in an SAP CRM system.

A return process using Advanced Returns Management with a quality inspection process is supported in decentralized as well as in embedded EWM. A customer returns process that does not use ARM is generally not supported in SAP S/4HANA embedded EWM.

IOT Q-Inspection Product/Batch Warehouse-Internal

Warehouse-internal inspection documents can be created manually, using either the RF environment or desktop transactions. They can also be created automatically using the interval assigned to the batches to be inspected.

IOT Defect Processing

Using the Record Warehouse Defect app in the QM component, you create defects with the defect category Warehouse Defect to record defects for EWM-managed materials. You can enter details such as the defective material, the plant, and the storage location.

This IOT is available in embedded EWM starting with SAP S/4HANA 2020, and in decentral EWM starting with SAP S/4HANA 2023.

Generating IOT versions

For any of the available inspection object types, you first must generate an inspection version in your system. This is valid for all warehouses. Only after that the various settings can be done.

After certain changes, it might be necessary to create a new version for an IOT. In this case, you should check SAP Note "2866278 - How-to generate new IOT version in EWM" for the follow-up steps.

Note

The note describes in the step 4 how to reactivate inspection rules and that the transaction /SCWM/QRSETUP can list inactive rules. For finding the inactive rules, you must use the Advanced Search, there you can set the flag to Include Inactive Versions.

Inspection Rules

Inspection rules depend on the inspection object type, warehouse number, and version of the inspection object type.

Note

Inspection rules are required in a decentralized EWM. In an embedded EWM, you can decide to work without inspection rules.

Inspection rules contain the following parameters:

  • Properties, such as material being checked, quality inspection group being checked, and supplier

  • Type of inspection (sample inspection, 100% inspection, or no inspection)

  • Possible decisions, findings, and follow-up actions

Decision Codes, Findings, and Follow-up Actions

Decision Codes

With decision codes, you describe if a sample is being accepted, what quality score is given, and what follow-up action is to be taken. The decision codes are arranged in code groups, which are then assigned to the inspection rules.

Findings

When you process an inspection document, you can record the results of the inspection as characteristic values or findings. A defect is any property of an object or process that does not fulfill the specifications of an inspection characteristic. You record the defects using predefined defect codes that you have defined in Customizing.

Whether findings are necessary depends on the object being checked and the inspection process.

Follow-up Actions

You can use logistical follow-up actions to trigger follow-up processes such as putaway, scrapping, stock transfer, or return delivery. Logistical follow-up actions are only available for the quality inspection of products.

Logistical follow-up actions generate warehouse documents and warehouse tasks.

Quality Management in Decentralized EWM vs. Embedded EWM

As SAP S/4HANA embedded EWM does not use the QIE for quality inspections, there are some basic differences in quality management between a decentralized and an embedded EWM. The following table shows some of the main differences:

FunctionEmbedded EWMDecentral EWM
Supported Inspection Object TypesIOT 3, IOT 4, IOT 5, IOT 7 (even if embedded EWM does not use the QIE, these IOTs have to be activated for the warehouse to be used).All IOTs (IOT 1 up to EWM9.5).
Inspection rules in SAP EWMNot required anymore since SAP S/4HANA 1909.Required. Can be created automatically since SAP S/4HANA 1909 when QM integration is used .
Inspection lot typesWhen working without inspection rules, inspection types 01 (Goods receipt insp. for purchase order), 04 (Goods receipt inspection from production), 08 (Stock transfer inspection) and 09 (Recurring inspection of batches) are supported.Only inspection lot types with inspection lot origin 17 are supported.