Setup of Quality Inspection (QI) Requests

A quality inspection (QI) request contains specifications that are associated with a particular item and lot. QI requests can be created manually, or can be created automatically for lots reported as received in the procurement process and/or customer order return process, or as manufactured in the production process, or after lot creation and lot reclassification. In addition, if the Quality plan (QMS009) has auto-reinspection enabled, the system generates reinspection QI requests. See the document Quality Reinspection Plan.

QI requests each have a test order to indicate the sequence in which a test should be executed in the lab to limit sample size and contamination.

When you manually add a specification that already exists in the QI request, the system allows the override of the data values of a spec test if the new specification is for an item. A completely new test is added to the QI request if the specification is assigned to a quality group.

There are several parts to a QI request:

After setup of the QI request is complete. you may specify test results in 'QI Test Results. Open' (QMS400). The 'Lot auto-approval' setting on the Quality Plan (QMS009) determines whether the system automatically will route to the corresponding Put-away program (depending if it is a PO, MO, or CO) for lot approval after specifying the test results. If the 'Lot auto-approval' check box is not selected in the Quality Plan, the lot approval must be specified by manually opening the applicable Put-away program. A Related option for Put-away is available on QMS400 when the 'Next action' field for the QI request is set to '2 - Reclassify'. Refer to Lot Status Approval Process via Put-away for more details.

The system determines whether updates to the Item Attributes (MIATTR) table are required based on the QI request origin, as well as the balance identity.

The QMS700Fnc function program performs validations such as verifying that quality test dates not overlapping, the test type (qualitative, numeric qualitative, or quantitative) is appropriate, and value setup is correct.

Before you start

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

Follow these steps

Set up QI requests and associated specifications/tests

  1. Create a QI request:

    1. Start 'QI Request. Open' (QMS300).

    2. Select the Create option.

    3. On the A panel, specify the field values as required:

      • Facility
      • Item
      • Lot
      • Required date
      • Reference order category
      • Reference order number
      • Reference order line
      • Include future-dated spec (Select the check box to include any specifications that have an effective date in the future when the QI request is manually created. Otherwise, the system will include only effective specifications based on the QI request date.)
      • Auto-attach (If this check box is selected, the QI request will include the specifications which have an enabled Auto-attach setting. A QI request of the Standard origin is created in this instance.)
      • Re-test (If this check box is selected, the QI request will include the specifications which have an enabled Re-test setting. A QI request of the Retest of lot origin will be generated manually for the specific item/lot/location/container against which you record test results. This setting is applicable when the stock is in inventory and the monitoring of quality is ongoing.)
      • Test at pre-shipment (The field options of 1, 2, or 3 may be selected to indicate whether a specification will be included on a QI request for testing prior to the shipment of the item. A selection of 1, 2, or 3 will result in a QI request of a Test at pre-shipment origin.)

        Take note that the values displayed in the Warehouse, Location, Container, and Delivery Number fields are relevant to a QI request specification that is to be tested at pre-shipment.

        Also, the field value will be inherited from the Quality plan in the instance where the Default QI req as test at pre-ship setting is enabled and the QI request has the required balance identity and a Delivery Number.

  2. Change a QI request:

    1. Start 'QI Request. Open' (QMS300).

    2. On the B panel, select a QI request.

    3. Select the Change option to access the E panel and specify the various field values to update the item and lot information:

      • Request status
      • Approval status
      • Date approved
      • Time approved
      • Approved/Rejected by (the User ID of the person who approved or rejected the QI request)
      • Required date
      • Reference order category
      • Reference order number
      • QI request origin
      • QI request managed by (the User ID of the person who is responsible for executing the QI request)
      • Next action (the field indicates each step in the process of finalizing the QI request)
  3. Copy a QI request:

    1. Start 'QI Request. Open' (QMS300).

    2. Select the Copy option.

    3. On the C panel, you may update any of these fields:

      • Item to which to copy the QI request
      • Lot to which to copy the QI request
      • Test results check box is to be selected if the test results on a QI request should be copied as well
    4. Click Next to progress to the E panel where the desired details will be updated for the newly copied QI request.

    5. You have the option of including other existing tests in the set.

  4. Create the QI Request Specification:

    1. Start 'QI Request Specification. Open' (QMS301).

    2. On the B panel, specify the:

      • Facility
      • Item
      • Lot
      • Specification name
      • Effective date of the specification
    3. Select the Create option to access the E panel and specify the various field values:

      • Spec manager
      • Laboratory manager (the person responsible for ensuring that the analysis is performed)
      • Number of copies
      • Spec status
      • Overridden by (the person who overrides the approval status in the specification)
      • Overridden date
      • Quality reason (for changing the spec status)
  5. Create the QI Request Specification Test:

    1. Start 'Request Spec Test. Open' (QMS302).

    2. Click the Apply button to show all the current tests attached.

    3. On the B panel, for each test to be attached to the QI request, specify the:

      • Test template ID in the Test field
      • Effective date/time
    4. Select the Create option to add the test(s) to the grid.

  6. Change the QI Request Specification Test:

    1. Start 'Request Spec Test. Open' (QMS302).

    2. Click the Change option.

    3. On the E panel, these fields may be updated in the instances where the Value setup is '0-Expected value':

      • Required setting
      • Expected result
      • Test status
      • Overridden by (the person who overrides the approval status)
      • Overridden date/time
      • Quality reason
    4. On the E panel, these fields may be updated in the instances where the Value setup is '1-Range of values':

      • Required setting
      • Test status
      • Overridden by
      • Overridden date/time
      • Expected limit range and corresponding Target value
      • External limit range and corresponding Target value
      • Alarm limit range and corresponding Target value
    5. On the E panel, these fields may be updated in the instances where the Value setup is '2-Target value only':

      • Required setting
      • Test status
      • Overridden by
      • Overridden date/time
      • Quality reason
      • Expected limit range and corresponding Target value
      • External limit range and corresponding Target value
      • Alarm limit range and corresponding Target value
    6. On the F panel, update any of these fields, if necessary:

      • Test order
      • Test priority
      • Sampling required setting
      • Internal test required setting
      • Sample type
      • Destructive testing setting
      • Retain sample setting
      • Print test on COA (Certificate of Analysis) setting
      • Print result value setting
      • Print spec test value setting
      • Sample size
      • Sample U/M
      • Measurement method
      • Measurement instrument
      • Department
      • Industry standard
      • Defective quantity
  7. Specify the QI Request Test Results:

    1. Start 'QI Test Results. Open' (QMS400).

    2. On the B1 panel, specify any of the various field values as search criteria:

      • Sorting order
      • Facility
      • Request ID
      • Test
      • Specification
      • Test class
      • Laboratory
    3. Click Apply to retrieve the search results.

    4. On the grid displaying the tests, specify any of these field values:

      • Test result value
      • Tested by
      • Test date and Test time
      • Reason
      • Comments
    5. Highlight a test and select Options > Copy.

    6. On the C panel, specify a value in the 'No. of copies' field to manually generate multiple test sequences (or copies of the same test). When you return to the grid on the B1 panel, the test sequence number is incremented.

    7. Click Next to save your changes.

      After saving each test result, the system identifies all components of any calculated tests and evaluates the equation using the Formula function program (CRS975) to determine if the result of the calculated test is ready be updated in the Test Results (QMSTRS) table.

QMS300Fnc function program

The QI request header function program (QMS300Fnc) calls the logic for creating and/or updating a QI request.

If there is more than one QI request with the same origin, the newer one replaces the previous QI request. Therefore the older request assumes a QI request status of 'Replaced'. However, in the case of reinspection QI requests, when multiple QI requests exist with the same QI request origin (i.e. 'Retest'), the currently active QI request is not replaced by a future reinspection request.

There are several operations in the QI request header function program (QMS300Fnc):

MI transactions

The MI transactions that exist for QI requests include:

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