Setting up Selected Sets

Objective

After completing this lesson, you will be able to setup selected sets

Selected Sets and Selected Set Codes

In SAP S/4HANA Quality Management, codes from different code groups within the same catalog type can be grouped together in selected sets. Watch the video to learn more why and when to use selected sets.

The following figure illustrates an example of selected sets as it was introduced in the video:

The catalog type 1 for characteristic attributes contains code groups and codes for various use cases, for example surface attributes, colors, and generic valuations. Only the code groups and codes surface attributes and colors are relevant for the surface of LED lights. Therefore, the relevant codes are grouped into a selected set.

In this example, the Quality Planner defines multiple code groups and codes in catalog type 1 (Characteristic attributes for attributive inspections). The first code group includes possible surface states such as rough, clear, frosted, smooth, and scratched. The second code group includes colors like red, green, and white. The third code group contains valuation codes such as everything OK, okay with minor defects, okay with major defects, not OK with major defects, and so on.

To describe the surface of LED lights, codes from the code group valuation are not used. Only the codes clear, frosted, and scratched from the code group surface are relevant, while rough and smooth are not used. Similarly, the color code yellow is also not relevant. To group the relevant codes from multiple code groups, the Quality Planner defines a selected set. They group the relevant codes together by referring to the respective entries from multiple code groups within the same catalog. Later, when the Quality Planner defines a qualitative master inspection characteristic or an inspection characteristic in the plan, they assign the selected set to the characteristic. When recording inspection results, the Quality Technician selects values from that list.

Note

The Application Consultant defines in Customizing for each catalog type whether the creation of selected sets is allowed. However, for catalog type 1 (Characteristic attributes) and catalog type 3 (Usage decisions), selected sets are mandatory.

The following screenshot shows how the Quality Planner maintains a selected set in catalog type 1 (Characteristic attributes):

You first define a selected set in a catalog type. The example shows a selected set for Filling of packaging in the characteristic attributes catalog.

The Quality Planner begins by defining a selected set in the catalog and then releases it. In our example, the Quality Planner defines a selected set that contains packaging materials.

Note

In contrast to code group and codes, you define selected sets on the plant level.

The following screenshot shows how the Quality Planner adds codes to the selected set:

Then, you refer existing codes in the selected set. For example, possible packaging materials are paper, plastic, wood wool, and so on. In the catalog characteristic attributes, each code must have a code valuation (accepted or rejected). When rejected, you also must assign a defect class.

The Quality Planner adds existing codes to the selected set. In our case, the codes paper, plastic, wood-wool, and so on are available in the selected set. Each code of selected sets of catalog type 1 must be valuated. If the valuation is rejected, you must specify a defect class such as minor, major, or critical defect. Later, the Quality Planner assigns the selected set to a master inspection characteristic.

For example, in an inspection plan for goods receipt inspections of LED lamps, the packaging material of purchased LED lamps shall be inspected. By assigning the selected set shown in the example to the characteristic Packaging material, the Quality Technician can select from the list of possible packaging materials (for example paper, plastic, wood-wool, no packaging material, and so on). If the valuation method in the sampling procedure assigned to the inspection characteristic automatically valuates the characteristic according to the valuation of the selected code, the system automatically accepts or rejects the characteristic. If, for example, the lamps are wrapped in paper, the system accepts this characteristic. If, there is no packaging material, the system automatically rejects the characteristic.

In contrast to code group and codes, you define selected sets on the plant level. Since codes in selected sets of catalog type 1 are valuated, the same code can be valuated as accepted in plant A, while it is valuated as rejected in plant B.

To create a selected set, the Quality Planner uses the app Edit Selected Sets. They have the following options:

  • Manually add one or more codes from a code group to a selected set. For catalog type 1, the Quality Planner also assigns a valuation and, if required, a defect class to the code.

  • Using the fast-copy function, the Quality Planner copies an existing selected set to a new one. You can only copy the selected set or also deep-copy all codes (including valuation and defect class) the selected set contains. When you copy a selected set or a selected set code to the selected set that you are processing, the valuation and defect class (if available) are also copied. You can change the valuation and defect class.

Note

For more information about selected sets, refer to the SAP Help Portal.

The Catalog Profile

When to use a Catalog Profile

In the previous section, you learned that code groups can be used in inspection processing to define possible results of attributive inspections. In nonconformance management, code groups and codes are used to characterize defects, define actions and tasks, and assign root causes to defects.

Technically, all coded information is stored in different catalogs in the SAP S/4HANA system. However, the defect types catalog, for example, contains numerous defects. Some of these defects may be relevant for the material being inspected by the Quality Technician, while others may not be. For example, during a goods receipt inspection for a lamp, the Quality Technician inspects the surface and tests whether the lamp can be switched on. If necessary, the Quality Technician records surface defects such as dents or scratches. However, defects that are relevant for motor oil, such as the wrong type or viscosity out of specification, are not applicable in this context. Similarly, certain tasks or activities, like sorting or polishing, may make sense when creating nonconformances for the lamp but not for motor oil.

This is where Catalog Profiles come into play. In a catalog profile, code groups are grouped together. The Quality Planner then assigns a catalog profile to a material or a notification type. When recording a defect in a quality notification or defining a task, the system suggests codes from the respective catalog, but limits them to the values contained in the catalog profile. This is also illustrated in the following image:

The image shows an example of a catalog profile. To narrow down the entries in the catalogs and focus on the relevant ones for your material, such as lamps, you can apply filters. These filtered entries are then grouped together within a catalog profile. For more information, refer to the following text.

The Quality Planner created a catalog profile for lamps. They then included defect types, notification codes, activities, and tasks from the respective catalogs into the catalog profile.

Note

For more information on catalog profiles, refer to the Application Help.

How to define a Catalog Profile

The Application Consultant defines a catalog profile in customizing (IMG path: Quality ManagementQuality NotificationNotification CreationNotification ContentDefine Catalog Profile). The following screenshot shows an example of different catalog profiles:

The Application Consultant defines catalog profiles in customizing. For more information, refer to the following text.

In the example, you can see a list of catalog profiles. The first entry is a general catalog profile called "General Catalog Profile." This profile serves as a fallback option when a specific catalog profile cannot be used. The Application Consultant then defines specific catalog profiles for different categories such as motors, pumps, production facilities, lifts, and more.

Next, the Application Consultant assigns code groups from various catalogs to the catalog profile. The screenshot below illustrates an example of the catalog profile called "Lighting," which is used for all types of lamps.

After defining catalog profiles, the Application Consultant adds code groups from different catalogs to the profile. They can either add specific entries or use wildcards. For more information, refer to the following text.

The Lightning catalog profile includes entries from various catalogs. For example, all code groups starting with QM from catalog type 2 (Tasks) are assigned. The Consultant added all code groups starting with F and the code group QM-E from catalog type 9 (Defect Types). In general, you can add specific code groups or use generic entries using "*" or "+". The asterisk represents any number of characters, while the plus sign represents one character.

For example:

  • Code group QM* in the catalog profile allows the selection of code groups that begin with QM (for example, QM-A, QM-B, QM-DEF).

  • Code group QM+-DEF in the catalog profile allows the selection of code groups with any character in the third position (for example QM1-DEF, QMA-DEF, but not QM01-DEF, QMAA-DEF).

Hint

Please note that the catalog profile can only be defined at the code group level, not at the code level.

To ensure suitable catalog profiles for your materials, it is important to limit the number of codes added to a code group.

Where to assign a Catalog Profile

The Application Consultant or Quality Planner can assign catalog profiles to various objects in the system, as shown in the image below. These profiles help determine which catalogs and code groups are available to the user based on the material, when recording results, and processing notifications.

You can either assign a catalog profile to the material master (QM view) or a notification type in customizing. The assignment to the material master has higher priority than the assignment to the notification type.

As shown, the Quality Planner or Application Consultant can assign a catalog profile to the material master in the QM view and to a notification type in the Notification Customizing. A catalog profile assigned to a material master takes precedence over a catalog profile assigned to a notification type. Therefore, when creating a quality notification with reference to a material, the system suggests the catalog profile from the material. If the material does not have a catalog profile, the system suggests the catalog profile from the notification customizing.

When processing notifications, you can manually change the catalog profile. Note that the Application Consultant can also configure the system to display a message (information, warning, or error) when changing the notification profile. If the message type is error, you cannot change the proposed profile anymore.

Note

To set this up, go to the following IMG path: Quality ManagementQuality NotificationsNotification CreationNotification ContentDefine Catalog ProfileDefine Catalog ProfileDouble Click on a Catalog ProfileField Message Type During Inspection

How to Define a Selected Set and Assign it to a Master Inspection Characteristic

In the following demonstration, the Quality Planner defines a new selected set in plant 1010 that contains a list of packaging materials:

  • Paper: Accepted
  • Plastic: Accepted
  • Wood-wool: Accepted
  • Rags: Accepted
  • Miscellaneous: Rejected, major defect type B
  • No packaging material: Rejected, major defect type A

Then, they open the already existing master inspection characteristic Packaging, set the indicator Characteristic Attribute and assign the selected set defined above to the characteristic.

Later, when the Quality Technician records results for this qualitative characteristic, the system displays the list of codes in the selected set. The Quality Technician then selects the packaging material used. If the sampling procedure is configured to automatically valuate the characteristic based on the selected set, choosing values such as paper, plastic, wood-wool, or rags will result in acceptance of the characteristic. However, selecting miscellaneous or no packaging material will lead to rejection of the characteristic. In addition, if the indicator to automatically create defects is set in the characteristic, the system creates a defect of type B (→ miscellaneous) or A (→ no packaging material). Furthermore, depending on the defect class configuration, it might also automatically activate the defect.

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