Quality Management System (QMS) and Its Impact on Customer Order Processing

Customer orders may require quality specifications for an item to ensure a certain level of quality demanded by a customer or delivery customer.

Tests added as specification tests in 'Specification Test. Open' (QMS201) must have an association with a quality controlled (QC) attribute in order to be an allocation attribute. These QC attributes are also used by order specification tests in 'Order Specification Test. Open' (QMS501).

For more details on allocation attributes, see Create Attribute Model.

By calling the QMS701Fnc function program, QMS will automatically attach specifications, tests, and quality controlled attributes to an order line whenever an item requiring specifications is added to an order based on Specification Entities.

Note: In the scenario where a specification test is being performed on an item shortly before shipment (i.e. the Test at pre-shipment setting has been enabled on 'Order Specification. Open' (QMS500)), the Allocation attribute setting defaults to being disabled so that allocation will be bypassed after the auto-attachment process is complete.


For the item on each CO line, quality specifications may be auto-attached through a function program (QMS701Fnc), as described in Auto-attaching Specifications to Orders.

An item on a CO can inherit specifications from its primary, bulk item. The setup for this inheritance is explained in Inheriting Specifications. Before auto-attaching the inherited specifications to a CO line, there is a system check to see if there is an item from which specifications have to be inherited.

Based on the quality controlled attribute linked to the attached specification test, the CO line will have attributes that will filter the lots at the time of allocation and picking. Only those lots that match the test requirements will be available for selection, ensuring the degree of quality that the customer requested at the time of order entry.

If the requested delivery date of a CO changes, the required specifications may change as well. In the scenario where the requested delivery date changes for an order line, the system automatically removes existing specifications, upon calling the QMS701Fnc program, and it attaches any of the specifications, tests, and quality controlled attributes that are applicable for the current requirements of the order line.

When the requested delivery date of a CO line changes and the system automatically removes the line's existing specifications and tests (that either automatically or manually had been added), the 'Order Specification. Open' (QMS500) program allows you to reapply manual changes to specifications that are attached to a CO line. It is imperative that these manual changes are done after the QMS701Fnc program has been called to automatically attach specifications.

Before you start

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

The setup of an item includes Quality Tests, Sets and Specifications, as well as Quality Management System (QMS) Setup for Attributes with an expected range of values or target values which are copied to become a local set of quality requirements for the order.

Note: There is the assumption that the customer order (CO) is created in a facility whose division has the '407 Quality Management' field set to enable QMS.

Follow these steps

Process a customer order with QMS functionality

  1. Add/update a customer order (CO) line.

    1. Open 'Customer Order. Open Line' (OIS101).

    2. Specify the item details for the order line.

      Note: When a CO line with a quality controlled item is added/updated, the QMS701Fnc function program is called to automatically attach any QC specifications. The AutoAttachSpecs operation of QMS701Fnc attaches order specifications, order specification tests, and order quality controlled attributes based on all valid specification entities for the item and its bulk item when inheritance is established.
    3. Save your changes.

    4. To review the quality specifications, highlight the desired line and select Related > Order Specification to access 'Order Specification. Open' (QMS500).

    5. If you want to add/update the specifications and/or tests, navigate to 'Order Specification and Test. Open' (QMS501) from the 'Order Specification. Open' (QMS500) program.

    6. If the Test at pre-shipment setting was enabled in 'Order Specification. Open' (QMS500), select the Allocation attribute check box (assuming the specification test has an attribute) only if test results have been specified prior to allocation.

      Note: If the Allocation attribute check box is not enabled, the allocation process is bypassed when the item is being tested shortly prior to shipment.
    7. Save your changes.

  2. Delete specifications and/or tests upon deletion of CO lines.

    • When a customer order line is deleted for an attribute-managed item and then removed from the Order Line (OOLINE) table, the system gathers all of the data for the AutoDeleteSpec operation of the QMS701Fnc program. If specifications and tests are found, the Order Specifications (QMSOSP) table, Order Specification Tests (QMSOTS) table and Order Attribute (MOATTR) table are all cleared for the CO item.

MI transactions impacted by QMS functionality

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