Using Quality Management-related Procurement Documents

Objectives

After completing this lesson, you will be able to:

  • Use technical delivery terms and quality assurance documents

Quality Management-related Procurement Documents

Use Case Scenario

As a quality planner, you are faced with the following situation: you want to document specific quality-related information in SAP S/4HANA to ensure a proper purchasing process of a material. One information relates to the delivery of the material. The supplier should deliver he material under monitored temperature conditions. The other relates to the quality process itself. You want to skip the incoming quality inspection due to an enclosed certification. What do you do?

Process in SAP S/4HANA

SAP S/4HANA provides two different quality management-related procurement document types, enabling you to maintain all the required information. They relate to the delivery of the material or to the quality process itself.

Explore the following figure to learn how to use the two document types.

This figure illustrates the different use cases of QM-related procurement documents:

  • You use technical delivery terms to pass delivery-related information to your supplier. For example, you expect that the material delivers under monitored temperature conditions. You assign these documents to the material.

  • You use quality assurance documents to document information about the procurement of a specific material from a supplier. For example, you want to document that you skip the incoming quality inspection due to an enclosed certificate or a QM system. You assign these documents to the quality information record (quality info record) procurement.

Note
The quality info record procurement contains procurement-relevant information that relates to a combination material and supplier. This master data item is discussed in more detail at a later point in time.

Technically, each document corresponds to a document type in the document management system of the SAP S/4HANA system. For each document, you define a document info record in the document management system. It consists of a short text and a long text. There, you maintain quality-related information. You can also store the original file in the document information record.

If you require technical delivery terms or quality assurance documents, the quality planner assigns a QM control key in the quality management view of the material master. Depending on the required document, the system behaves as follows:

  • If you require technical delivery terms, the system executes a consistency check when you save the material master. If no attached technical delivery terms are in the Document Data tab of the material master record, the system raises a message.

  • If the QM control key requires a quality assurance agreement, the system executes a consistency check when you save the quality info record for procurement.

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