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; automatically for lots reported as received in the procurement process or the customer order (CO) return process; as manufactured in the production process; or after lot creation and lot reclassification. In addition, if the 'Quality Plan. Open' (QMS009) has auto-reinspection enabled, reinspection QI requests are generated. See 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 data values of a specification test are overridden 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.

A QI request consists of several parts:

Header ('QI Request. Open' (QMS300)) includes the ID, the associated item and lot, and, optionally, the type of order such as manufacturing order (MO) or purchase order (PO).
Note: The QMS300Fnc function program calls the logic for creating or updating a QI request. For more information, refer to the 'QMS300Fnc function program' section.
QI Request Specification ('QI Request Specification. Open' (QMS301/B)) shows which specifications are attached to the lot.
Spec Tests ('QI Request Spec Test. Open' (QMS302/B)) are local to the specification in this QI request only.

After setup of the QI request is complete, you may specify test results in 'QI Test Results. Open' (QMS400). The Lot auto-approval check box in the (QMS009) determines whether the system automatically routes 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 in (QMS400) when the 'Next action' field for the QI request is set to 2-'Reclassify'. See Lot Status Approval Process via Put-away.

Whether updates to the Item Attributes (MIATTR) table are required is based on the QI request origin and the balance identity:

Standard QI request origin - If the lot has several balance IDs and the attribute is per balance ID, records for each of these balance identities are inserted in the MIATTR table. Lot level attributes are also updated.
Retest of lot QI request origin - When the balance ID is specified in the QI request header (QMS300), it means that the retest is for a particular location. If the 'Controlling object' on the attribute is Balance identity, all the records in the MIATTR table for all the balance IDs for the lot are updated with the same test results. Lot level attributes are not updated.
When no balance ID is specified in the QI request header (QMS300), it means that the retest is for the entire lot. Thus, for example, all locations have the same test results.
Test at pre-shipment QI request origin - No updates to the MIATTR table are performed.
Agreement QI request origin - QI requests can be associated with Grower Agreements at agreement line level to ensure that all required tests are executed during the growing period at the area of origin.

The QMS700Fnc function program performs validations such as verifying that quality test dates are 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 or tests.

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, only effective specifications are included based on the QI request date.
  - Auto-attach
    If this check box is selected, the QI request includes 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 includes the specifications which have an enabled Re-test setting. A QI request of the Retest of lot origin is generated manually for the specific item, lot, location, or 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 is included in a QI request for testing before the shipment of the item. A selection of 1, 2, or 3 results 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 is 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.
    Each field option of 1, 2 and 3 provides built-in logic for managing test specification retrieval at QI request creation:
    - ‘1 - Include custom specifications only' - retrieves a specification that has Test at pre-shipment set to 1 in (QMS200), is connected to a customer entity in 'Specification Entities. Open' (QMS210) and has a valid record in 'Order Spec. Open' (QMS500).
    - ‘2 - Include all specifications’ - retrieves the same specifications as ‘1 - Include custom specifications only' and specifications that have Test at pre-shipment set to 1 in (QMS200) but are not connected to any entities in (QMS210).
    - ‘3 - Custom spec if exists; if not, generic spec’ - retrieves the same specifications as ‘1 - Include custom specifications only'. If no record is found, specifications that have Test at pre-shipment set to 1 in (QMS200) but are not connected to any entities in (QMS210) are retrieved.
Change a QI request:
1. Start (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 field stores 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 field stores 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
Copy a QI request:
1. Start (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 are to be updated for the newly copied QI request.
5. You have the option of including other existing tests in the set.
Create the QI Request Specification:
1. Start 'QI Request Specification. Open' (QMS301).
2. On the B panel, specify these field values:
  - 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 - this field indicates the person responsible for ensuring that the analysis is performed
  - Number of copies
  - Spec status
  - Overridden by - this field indicates the person who overrides the approval status in the specification
  - Overridden date
  - Quality reason - this field is used for changing the specification status
Create the QI Request Specification Test:
1. Start 'QI Request Spec Test. Open' (QMS302).
2. Click the Apply button to display all the current tests attached.
3. On the B panel, for each test to be attached to the QI request, specify:
  - Test template ID in the Test field
  - Effective date/time
4. Select the Create option to add the tests to the grid.
5. The values for the 'Spec approval rule' (SARL) and 'Spec approval basis' (QPLN) are set by default to the corresponding values in 'Specification Test. Open' (QMS201) and are not editable at this level.
Change the QI Request Specification Test:
1. Start (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 - this field indicates 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
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, all components of any calculated tests are identified and the equation is evaluated by 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 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'. In the case of reinspection QI requests, when multiple QI requests exist with the same QI request origin, for example Retest, the currently active QI request is not replaced by a future reinspection request.

The QI request header function program QMS300Fnc can be used for several operations:

AutoCreateQIRequest - this function may be called from either the A panel of (QMS300) or externally.
Note: If this function program results in the QI request having both the 'Retest' and 'Auto attach' check boxes as not selected, the system issues a warning message that indicates no specifications were found to attach. If you disregard the warning, a QI request is created without specifications and you must add the specifications manually.
MaintainQIRequest - this function performs update operations when called from the E panel where the changes are stored in the QI Request Header (QMSRQH) table. The QI request ID is generated by using the Company System Number (CSYNBR) table with a prefix of 'QI'. It follows logic similar to the AutoCreateQIRequest operation, with the exception of the 'Lot number' (BANO) setting not being required if the Item is not lot-controlled but has the Item's 'Quality inspected' (QIRQ) check box selected. If 'Approval status' is changed to 'Approved' and the Item's 'Lot approval' (QLTA) setting is set to 'true', a message that the lot status is not impacted by the status change of the QI request approval is issued.
In addition, for specifications where the 'Blending' (SBLN) check box is selected, the Reclassification interface program (MMMNGRCL) calls the MaintainQIReq operation in the QMS300Fnc function program to enable the Blending setting for any related QI requests.
CopyQIRequest - this function performs copy operations of QI requests for different lots of the same item. The QI request ID is generated by using the Company System Number (CSYNBR) table with a prefix of 'QI'. If the 'Copy test results' check box is selected, a new QI request ID is generated for each lot and the records with their actual values are stored in the QI request tables, including QI Request Header (QMSRQH), QI Request Specification (QMSRQS), QI Request Test (QMSRQT) and Test Results (QMSTRE). However, if the 'Copy test results' check box is not selected, all the records are copied in the QI request tables and the system inserts new records with the same number of test sequences in Test Results (QMSTRE) as the original QI request. Only the QI request ID is generated in the Test Results (QMSTRE) table, but the actual values are empty.
DeleteQIRequest - this function deletes all tables that impact the QI request, such as the QI Request Header (QMSRQH), QI Request Specification (QMSRQS), QI Request Test (QMSRQT), and Test Results (QMSTRE) tables.

API transactions

These QMS300MI component transactions exist for QI requests:

AddQIRequest - adds a new QI request.
DltQIRequest - deletes a QI request.
GetQIRequest - gets a QI request.
GetQIRqByREPN - gets a QI request by receiving number.
GetQIRqByRefOrd - gets a QI request by reference order.
LstQIReqByAprDt - lists QI requests by approved date.
LstQIReqByDelNo - lists QI requests by delivery number.
LstQIReqByGrwAg - lists QI requests by growers agreement.
LstQIReqByOrCat - lists QI requests by order category.
LstQIReqByOrg - lists QI requests by origin.
LstQIReqByReqDt - lists QI requests by required date.
LstQIReqByStat - lists QI requests by request status.
LstQIRequest - lists QI requests.
SearchQIRequest - searches for a QI request.
UpdQIRequest - updates a QI request.

These transactions are the additional QI request-related API transactions:

AddSpecToQIReqt (QMS301 component) - adds a specification to the QI request.
DelSpecToQIReqt (QMS301 component) - deletes a specification of the QI request.
GetSpecQIReqt (QMS301 component) - gets a specification of the QI request.
LstSpecQIReqt (QMS301 component) - lists a specification of the QI request.
UpdSpecToQIReqt (QMS301 component) - updates a specification of the QI request.
AddTesttoQIReq (QMS302MI component) - adds a test to the QI request.
DltTestQIReq (QMS302MI component) - deletes a test of the QI request.
GetTestQIReq (QMS302MI component) - gets a test of the QI request.
LstTestQIReq (QMS302MI component) - lists tests of the QI request.
UpdTesttoQIReq (QMS302MI component) - updates a test of the QI request.
AddResultSeq (QMS400MI component) - adds a test result sequence.
CalcSettlement (QMS400MI component) - calculates a settlement.
DltTestResults (QMS400MI component) - deletes test results.
GetTestResults (QMS400MI component) - retrieves the details of the test results.
LstTestResults (QMS400MI component) - lists the details of the test results.
SearchQITestRes (QMS400MI component) - searches for the test results.
UpdCalcTests (QMS400MI component) - updates calculated tests.
UpdSingCalcTst (QMS400MI component) - updates a single calculated test.
UpdTestResult (QMS400MI component) - updates a test result.