Perform Quality Inspection of Goods

This document describes the regular quality inspection in the receiving flow in M3. Quality inspection in the receiving flow can be done in different ways and with different activities. This document describes the most usual and easiest ways to perform a quality inspection.

Outcome

Important files used for the flow program are:

Uses

Before you start

Follow These Steps

  1. Start 'Purchase Order. Inspect Goods' (PPS310/A).

  2. Select the warehouse for this inspection.

  3. Enter the receiving number.

    You can find the receiving number on the goods receipt document, or in 'Purchase Order. Display Line Transactions' (PPS330).

    A receiving number that ends with 000 indicates that the entire purchase order is displayed on the next panel (the B panel).

    You can also enter the purchase order number and the line number. Then the E panel is immediately displayed and you will not see the B panel.

  4. On the B panel, select an sorting order.

  5. Select one of the following steps:

    • Report Order Lines as Approved Directly (B Panel)
    • Report Parts of Order Line as Approved/Rejected or Make Adjustments

Report Order Lines as Approved Directly (B Panel)

For the order lines you want to approve, enter 1 in the 'QI' field, and the approved quantity. Press F14=Confirm update.

The QI result code 1=Fully reported.

Approved quantity and QI result are proposed on the B panel if 'Propose approved quantity' has been selected in (PPS310/P).

The status of the order line(s) is now 65=Quality inspection completed.

If you quit the program, one or more documents are automatically printed, if defined by the goods receiving method.

Report Parts of Order Line as Approved/Rejected or Make Adjustments

  1. On the B panel, open the order line you want to adjust.

  2. On the E panel, select a QI result code and enter the approved quantity.

    Information about 'APPROVAL' (approved goods) is displayed on the left side of the E panel, and information about 'REJECTED' (rejected goods) is displayed on the right side.

    Approved quantity and QI results are displayed on the E panel if 'Propose approved quantity' has been selected in (PPS310/P).

    The QI result codes are:

    0 = Partially reported approved quantity

    1 = Fully approved

    2 = Approved with remarks

    3 = Partially rejected

    4 = Rejected.

  3. Ensure that the proposed location for approved quantity is correct, and that the location has the correct status.

    The location statuses are:

    1 = Under inspection – awaiting approval

    2 = Approved goods – available

    3 = Rejected goods.

    NOTE: If quality inspection is performed before put-away and you assign the goods QI code 1, 2 or 3, the location must still be a status 1 location. This is necessary until the goods are reported as put away, which is done in 'Purchase Order. Put Away Goods' (PPS320).

  4. Select 'Flagged as completed' if any potential remaining quantity is not to be backordered.

    Note: The 'Flagged as completed' field should be selected when any remaining quantity is not to be backordered. If it is not selected, purchase and supplier statistics will never be updated, and the order line will be processed as non-completed.
  5. Fill in a remark and the number of packages (optional fields).

    The text in the Remark field will be seen in the balance identity if the quantity has a unique identity, such as a lot number or a receiving number.

    The number of packages determines how many labels, such as hazard labels and marking tags, should be printed per location ID.

    If lot control is used, you can create lots by pressing F17=Create lots.

    If lots are used, you can split an order line into smaller lots by pressing F14=PO line split.

Report Rejected Goods

  1. For rejected goods, enter the rejection reason and rejected quantity.

  2. Check that the proposed location for the rejected quantity is correct, and that the location has status 3, or change the location. Enter a remark for the rejected goods (optional field).

    The text in the Remark field will be seen in the balance identity if the quantity has a unique identity, such as a lot number or a receiving number.

Finish the Reporting of Quality Inspection

Press Enter to save all changes made on the E panel.

If the quality inspection result is 1=Fully approved, the B panel is redisplayed and the status of the specific order line is 65=Quality inspection completed. If quitting this program, one or more documents are automatically printed, if defined by the goods receiving method.

Enter Inspection Results (for Goods with QI Result 2 or Higher)

  1. On the E panel in (PPS311), enter the 'Quantity in stock approved with remarks', 'Inspected quantity', 'Inspected (QI) and rejected quantity' and text (optional fields).

    The values entered on this panel are used for information purposes only. The free text will be printed on the claim note.

    'Inspected quantity' refers to the amount of the approved quantity that was inspected.

    'Inspected (QI) and rejected quantity' refers to the amount of the rejected quantity that was inspected.

    The rejected quantity will automatically create a claim in 'Claim. Open' (PPS390), if defined in 'Settings - Purchasing' (CRS780).

  2. Press Enter to save your changes and to redisplay the B panel.

    The status of the rejected quantity (or that order line) is now either 64='Rejected after quality inspection, course of action not determined in claim routine' or 69='Rejected after quality inspection, course of action determined in claim routine'. The status of approved lines is 65='Quality inspection completed'.

    Upon quitting this program, one or more documents are automatically printed, if defined by the goods receiving method.

    You can view and reverse the line transactions in 'Purchase Order. Display Line Transactions' (PPS330). Note: By reversing the line transaction, you also reverse the status.

    In 'Balance Identity. Open Toolbox' (MWS060) you can view the balance identity for an item. The current location for a selected item is displayed. The balance-ID statuses are:

    1 = Under inspection - awaiting approval

    2 = Approved - available

    3 = Rejected.

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