Using Quality-Related Procurement Documents

Objectives

After completing this lesson, you will be able to:
  • Explain how QM-related procurement documents can be used to enhance the purchasing process
  • Change the material master to make quality-related documents mandatory

QM-Related Procurement Documents

You can enrich the purchasing process with additional quality management related documents. Play the following video to learn more.

The Quality Planner sets up the certificate requirement via a respective control key in the material master. This will be discussed in more detail in the next chapter.

Technically, each document corresponds to a document type which is defined in the document management system of the SAP S/4HANA system. For each document, the Quality Planner creates a document info record in the document management system which can consist of a short text and a long text where you maintain quality-related information. If required, they can also store the original file in the document info record. Furthermore, they can use status values to implement version control. In the SAP standard customizing, quality assurance agreements are implemented as document type Q01 and technical delivery terms are implemented as document type Q02, respectively.

Note

You could, for example, print the short and long texts of the document info sets to the purchase order form in order to provide additional information to your supplier. If the supplier must provide a quality certificate, the respective certificate requirement defined in the material master could also be printed on the purchase order form.

Quality-Related Document Settings in the Material Master

Play the following video to learn how the Quality Planner defines which quality-related documents are required for the procurement process.

Note

The certificate type determines how the incoming quality certificate influences the goods receipt process. For more information, please refer to the following unit of this course and/or the SAP Application Help.

If the Application Consultant set up QM control key such that technical delivery terms are required, the system performs a consistency check when the Product Master Data Specialist saves the material master. If no technical delivery terms are attached on the Document Data tab of the material master record, the system raises a message. Similarly, if the QM control key requires a quality assurance agreement, the system performs a consistency check when they save the quality info record for procurement.

To use QM-related documents in the procurement process, the Product Master Data Specialist and/or Quality Planner perform the following steps:

  1. Assign a QM Control Key in the QM view of the material master.
  2. Link the QM-related documents to the material master and/or the quality info record for procurement.

How to Change a Material Master so that QM-Related Documents are Required

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