Quality Approval Rules and Process

In the Quality Management System (QMS), the 'Quality Plan' (QMS009) program allows you to specify and maintain a quality plan.

In addition, this program is used to specify the rules for a Quality Inspection (QI) request.


The 'Quality Plan. Open' (QMS009) program defines the approval rules based on the settings of these definable fields:

Before you start

The setup conditions outlined in Managing Quality Control must be met.

Follow these steps

Create the quality plan

  1. Start 'Quality Plan. Open' (QMS009).

  2. On the B panel, select the desired Sorting order (1-Quality plan, Item or 2-Item, Quality plan).

  3. Specify the Quality plan ID and select the Create option.

  4. On the E panel, update the desired field values, including the fields that define the rules for the QI request:

    • Maximum quantity per QI request and corresponding unit of measure (U/M)
    • Note: The Maximum quantity field applies only to items that are set as container-managed. This setting is specified in the 'Container mgt' field in 'Item. Connect Warehouse' (MMS002/G). In addition, the QI request must be at the lot level.
    • QI request level (lot or location)
    • Change QI request
    • Active setting
    • Add test to QI request
    • QI request auto-approval setting
    • Spec approval basis
    • Specification auto-approval setting
    • QI request approval basis
    • Lot auto-approval - If this check box is selected, the system automatically will route to the corresponding Put-away program (depending if it is a purchase order, manufacturing order, or customer order) for lot approval after specifying the test results.
    • Manual QI req status ('0 - Pending' is the default selection; the other option is to set the QI request status to '1 - Released' whenever a QI request is created manually.)
      Note: This field value will default to the QI request status when the QI request origin is set to '0 - Standard QI request' or '1 - Retest of lot'.
    • Default QI request as test at pre-ship - This setting only applies if a specification will be used on a QI request immediately prior to the shipment of the item.)
    • Auto-reinspection of lots setting
    • QI reinspection level (Lot level or Balance ID)
    • Reinspection generation basis (Generated at the release time of the previous QI standard/retest request, or generated at the approval, that is completion, time of the previous standard/retest QI request)
    • Reinspection calculation date (Use the lot manufacturing date or the previous QI request approved date)
  5. Click Next to go to the F panel where the rules for specification approval are defined:

    • For each required and/or non-required test, select the Specification Status value (such as 0-Not tested, 1-Passed, 2-On hold, 3-Failed).
  6. Click Next to go to the G panel, and specify these settings for each business area:

    Purchasing Settings

    • Test frequency basis for PO
    • Replace PO QI request

    Manufacturing Settings

    • Test frequency basis for MO
    • Replace MO QI request

    CO Return Settings

    • Create QI request on CO returns - This setting only applies if a QI request needs to be created for a customer order (CO) return.
    • Copy QI request on new lot only - This check box can be selected only if the Create QI req check box is enabled.
      Note: If you select this check box, the QI request is created/copied from the lot created in 'Customer Return. Open Lines' (OIS391) to the lot specified in 'Customer Return. Display Inspect Result' (OIS392). The OIS392 program is where the lot reclassification and put-away processes for CO return lines occur.
  7. Click Next to save your changes.

MI transactions

The Quality Plan includes these MI transactions:

Note: For all these MI transactions, warning messages are issued in order to allow each transaction to be processed.
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