%DVLF'DWD

MICKAEL QUESNOT
SAP S/4HANA CONSULTANT / SAP HELPER

'
%
7
3

0
4

3
/
(
+

5HOHDVH%

®
%DVLF'DWD 6$3$*

&RS\ULJKW
© Copyright 1998 SAP AG. All rights reserved.
No part of this brochure may be reproduced or transmitted in any form or for any purpose without
the express permission of SAP AG. The information contained herein may be changed without
prior notice.
SAP AG further does not warrant the accuracy or completeness of the information, text, graphics,
links, or other items contained within these materials. SAP AG shall not be liable for any special,
indirect, incidental, or consequential damages, including without limitation, lost revenues or lost
profits, which may result from the use of these materials. The information in this documentation is
subject to change without notice and does not represent a commitment on the part of SAP AG for
the future.
Some software products marketed by SAP AG and its distributors contain proprietary software
components of other software vendors.
Microsoft®, WINDOWS®, NT®, EXCEL® and SQL-Server® are registered trademarks of
Microsoft Corporation.
IBM®, DB2®, OS/2®, DB2/6000®, Parallel Sysplex®, MVS/ESA®, RS/6000®, AIX®, S/390®,
AS/400®, OS/390®, and OS/400® are registered trademarks of IBM Corporation.
OSF/Motif® is a registered trademark of Open Software Foundation.
ORACLE® is a registered trademark of ORACLE Corporation, California, USA.
INFORMIX®-OnLine IRU6$3 is a registered trademark of Informix Software Incorporated.
UNIX® and X/Open® are registered trademarks of SCO Santa Cruz Operation.
ADABAS® is a registered trademark of Software AG.
SAP®, R/2®, R/3®, RIVA®, ABAP/4®, SAP ArchiveLink®, SAPaccess®, SAPmail®,
SAPoffice®, SAP-EDI®, R/3 Retail®, SAP EarlyWatch®, SAP Business Workflow®, ALE/WEB,
Team SAP, BAPI, Management Cockpit are registered or unregistered trademarks of SAP
AG.

,FRQV

,FRQ 0HDQLQJ
Caution

Example

Note

 -XQH
 6$3$* %DVLF'DWD

&RQWHQWV

%DVLF'DWD 
0DLQWDLQLQJ400DVWHU'DWD 
:KDW,V0DVWHU'DWD"  
+RZ,V0DVWHU'DWD8VHG" 
)XQFWLRQVIRU0DVWHU'DWD  
2YHUYLHZRI9HUVLRQV  
&UHDWLQJ0DVWHU5HFRUG9HUVLRQV 
Identifying a Master Record...................................................................................................... 14
How Does the System Handle Versions? ................................................................................ 15
Replacing Old Versions of Referenced Master Records.......................................................... 16
Displaying Valid Versions of a Master Record Using a Time Line ........................................... 17
2YHUYLHZRI+LVWRU\0DQDJHPHQW 
Changing Master Records Referenced in Inspection Plans..................................................... 19
+RZ'RHVWKH6\VWHP0DQDJH+LVWRU\"  
'LVSOD\LQJD)LHOG+LVWRU\ 
8VLQJD&RS\0RGHOWR&UHDWH1HZ0DVWHU5HFRUGVDQG0DVWHU5HFRUG9HUVLRQV  
How to Use a Copy Model........................................................................................................ 24
&DWDORJV 
&DWDORJVLQ4XDOLW\0DQDJHPHQW  
&DWDORJ 
Code Group .............................................................................................................................. 29
Code ......................................................................................................................................... 30
Selected Set ............................................................................................................................. 31
Creating and Processing Code Groups.................................................................................... 32
Status for Code Groups and Selected Sets ........................................................................ 34
Creating and Processing Codes............................................................................................... 35
Maintaining Selected Sets ........................................................................................................ 37
Maintaining Selected Sets Individually................................................................................ 39
Assigning and Processing Codes in Selected Sets ............................................................ 40
Copying Codes, Codes Groups or Selected Sets into Selected Sets................................. 42
Deletion of Code Groups, Codes and Selected Sets.......................................................... 43
Displaying the Selected Set and Code Group Indexes ............................................................ 44
Classification ............................................................................................................................ 45
0DVWHU,QVSHFWLRQ&KDUDFWHULVWLFV  
2YHUYLHZRI0DVWHU,QVSHFWLRQ&KDUDFWHULVWLFV  
0DLQWDLQLQJ0DVWHU,QVSHFWLRQ&KDUDFWHULVWLFV  
Creating a Master Inspection Characteristic ............................................................................ 50
Linking a Master Inspection Characteristic with a General Characteristic ............................... 52
Fields on the Data Screen ........................................................................................................ 55
General Characteristic.............................................................................................................. 56
Indicator .................................................................................................................................... 58
Status........................................................................................................................................ 59
Search Field ............................................................................................................................. 60

-XQH 
%DVLF'DWD 6$3$*

Characteristic Importance......................................................................................................... 61
Inspector Qualification .............................................................................................................. 62
Share Estimate ......................................................................................................................... 63
Maintenance Functions for Master Inspection Characteristics................................................. 64
Maintaining the Control Indicators............................................................................................ 65
Maintaining Quantitative Data .................................................................................................. 66
Using a Tolerance Key ........................................................................................................ 67
Classifying a Master Inspection Characteristic ................................................................... 68
Assignment Functions for Master Inspection Characteristics .................................................. 69
Assigning Code Groups or Selected Sets ................................................................................ 70
Assigning Inspection Methods.................................................................................................. 72
Text Processing Functions for Master Inspection Characteristics ........................................... 74
Entering Long Text .............................................................................................................. 75
Maintaining Texts in Multiple Languages ............................................................................ 76
Entering a Sampling Text.................................................................................................... 77
Entering Additional Details ....................................................................................................... 78
'LVSOD\)XQFWLRQVIRU0DVWHU,QVSHFWLRQ&KDUDFWHULVWLFV  
Displaying the Time Line .......................................................................................................... 80
Displaying the Field History...................................................................................................... 81
Displaying Administrative Data................................................................................................. 82
Displaying a General Characteristic ......................................................................................... 83
Displaying a Material Specification........................................................................................... 84
&KDQJLQJD0DVWHU,QVSHFWLRQ&KDUDFWHULVWLF  
Searching for a Master Inspection Characteristic .................................................................... 87
Displaying a Master Inspection Characteristic ......................................................................... 88
'HOHWLQJD0DVWHU,QVSHFWLRQ&KDUDFWHULVWLF 
40%DVLF'DWD0HQX%DU  
$XWKRUL]DWLRQ*URXS 
,QVSHFWLRQ0HWKRGV  
2YHUYLHZRI,QVSHFWLRQ0HWKRGV  
0DLQWDLQLQJ,QVSHFWLRQ0HWKRGV 
&UHDWLQJDQ,QVSHFWLRQ0HWKRG  
Entry Fields on the Data Screen for Inspection Methods......................................................... 96
Status........................................................................................................................................ 97
Search Field ............................................................................................................................. 98
Inspector Qualification .............................................................................................................. 99
Multiple-Language Text Processing ....................................................................................... 100
Classification .......................................................................................................................... 101
Functions for Inspection Methods .......................................................................................... 102
Long Text Processing............................................................................................................. 103
Administrative Data ................................................................................................................ 104
$GGLWLRQDO'HWDLOV  
&KDQJLQJDQ,QVSHFWLRQ0HWKRG  
Field History............................................................................................................................ 108
Time Line ................................................................................................................................ 109
Searching for an Inspection Method....................................................................................... 110
'LVSOD\LQJDQ,QVSHFWLRQ0HWKRG  
'HOHWLQJDQ,QVSHFWLRQ0HWKRG  
6DPSOH'HWHUPLQDWLRQDQG'\QDPLF0RGLILFDWLRQ&RQWHQWV  

 -XQH
 6$3$* %DVLF'DWD

'HWHUPLQLQJWKH6DPSOHVIRUDQ,QVSHFWLRQ  

'\QDPLF0RGLILFDWLRQRIWKH,QVSHFWLRQ6FRSH 
Sampling Procedure ............................................................................................................... 119
Creating a Sampling Procedure ........................................................................................ 121
Fields on the Assignments Screen.................................................................................... 124
Sampling Type ............................................................................................................. 125
Valuation Mode ............................................................................................................ 126
Inspection Points in the Sampling Procedure .............................................................. 127
Fields on the Special Conditions Screen ..................................................................... 128
Control Chart Type.................................................................................................. 129
No Stage Change ................................................................................................... 130
Independent Multiple Samples ............................................................................... 131
Changing a Sampling Procedure ...................................................................................... 132
Deleting a Sampling Procedure ........................................................................................ 133
Example: Sampling Procedure with Sampling Scheme.................................................... 134
Example: Sampling Procedure with Fixed Sample ........................................................... 135
Example: Sampling Procedure with Percentage Sample ................................................. 136
Sampling Scheme .................................................................................................................. 137
Creating a Sampling Scheme ........................................................................................... 138
Fields on the Header Screen ............................................................................................ 140
AQL Value.................................................................................................................... 141
Inspection Severity....................................................................................................... 142
Sampling Plans in a Sampling Scheme ............................................................................ 143
Deleting a Sampling Plan............................................................................................. 145
Changing a Sampling Scheme.......................................................................................... 146
Deleting a Sampling Scheme............................................................................................ 147
Sampling Scheme Without Valuation Parameters ............................................................ 148
Sample Determination Without a Task List or Material Specification .................................... 149
Dynamic Modification Rule ..................................................................................................... 150
Dynamic Modification Criteria ........................................................................................... 152
Dynamic Modification During an Inspection ...................................................................... 154
Creating a Dynamic Modification Rule .............................................................................. 155
Fields on the Inspection Stage Screen ........................................................................ 157
Inspection Stage .......................................................................................................... 158
Deleting Inspection Stages .......................................................................................... 159
Maintaining Inspection Stage Changes ....................................................................... 160
Skip .............................................................................................................................. 162
Changing a Dynamic Modification Rule ............................................................................ 163
Deleting a Dynamic Modification Rule .............................................................................. 164
Maintaining Allowed Relationships.................................................................................... 165
4XDOLW\0DQDJHPHQW'DWDLQWKH0DWHULDO0DVWHU5HFRUG  
4XDOLW\0DQDJHPHQW'DWDLQWKH0DWHULDO0DVWHU5HFRUG2YHUYLHZ 
0DLQWDLQLQJWKH40'DWDIRUD0DWHULDO  
*HQHUDO'DWDIRU4XDOLW\0DQDJHPHQW  
5HFXUULQJ,QVSHFWLRQIRU%DWFKHV 

-XQH 
%DVLF'DWD 6$3$*

3URFXUHPHQW'DWDIRUD0DWHULDO  

9HQGRU4XDOLW\0DQDJHPHQW6\VWHP  
0DLQWDLQLQJWKH40,QVSHFWLRQ'DWD 
How to Maintain the QM Inspection Data............................................................................... 177
4XDOLW\3ODQQLQJIRU0DWHULDO  
,QVSHFWLRQ7\SH  
Detailed Information for the Inspection Type.......................................................................... 181
Control Indicator for Inspection Stock .................................................................................... 183
Inspection with a Material Specification ................................................................................. 184
Inspection with an Inspection Plan ......................................................................................... 185
Automatic Assignments .......................................................................................................... 186
Recording Results for Characteristics .................................................................................... 187
Skips Allowed ......................................................................................................................... 188
Manually Triggering the Sample Calculation.......................................................................... 189
&ROOHFWLYHO\&KDQJLQJ,QVSHFWLRQ'DWD  
(GLWLQJ,QVSHFWLRQ'DWD,QGLYLGXDOO\  
$FWLYDWLQJDQG'HDFWLYDWLQJ,QVSHFWLRQ7\SHV  
6LQJOH8QLWV3RVVLEOH  
4XDOLW\6FRUH3URFHGXUH 
,QGLYLGXDO402UGHU  
402UGHU  
&XVWRPL]LQJ6HWWLQJVIRU,QVSHFWLRQ7\SHV 
40,QVSHFWLRQ'DWDIRUDQ,QVSHFWLRQ:LWKRXWD7DVN/LVW 
40,QVSHFWLRQ'DWDIRUDQ,QVSHFWLRQZLWKD7DVN/LVW  
,QVSHFWLRQ/RW2ULJLQ 
'\QDPLF0RGLILFDWLRQ&ULWHULD  

 -XQH
 6$3$* %DVLF'DWD

%DVLF'DWD

-XQH 
%DVLF'DWD 6$3$*
0DLQWDLQLQJ400DVWHU'DWD

0DLQWDLQLQJ400DVWHU'DWD
This section describes general functions for the master data that is important for quality
management within the Quality Management (QM) component.

:KDW,V0DVWHU'DWD">3DJH@
+RZ,V0DVWHU'DWD8VHG">3DJH@
)XQFWLRQVIRU0DVWHU'DWD>3DJH@
2YHUYLHZRI9HUVLRQV>3DJH@
&UHDWLQJ0DVWHU5HFRUG9HUVLRQV>3DJH@
8VLQJD&RS\0RGHOWR&UHDWH1HZ0DVWHU5HFRUGVDQG0DVWHU5HFRUG
9HUVLRQV>3DJH@
+RZWR8VHD&RS\0RGHO>3DJH@

 -XQH
 6$3$* %DVLF'DWD
:KDW,V0DVWHU'DWD"

:KDW,V0DVWHU'DWD"
Master data includes information that is important for quality management. It is handled
independently from the maintenance of inspection plans. Master data facilitates and standardizes
inspection planning to a considerable extent.
In the QM component, the following data is maintained as master data:
• Inspection methods
• Master inspection characteristics
• Inspection catalogs
• Dynamic modification procedures

-XQH 
%DVLF'DWD 6$3$*
+RZ,V0DVWHU'DWD8VHG"

+RZ,V0DVWHU'DWD8VHG"
,QVSHFWLRQPHWKRGV are referenced by inspection plan characteristics and master inspection
characteristics. 0DVWHULQVSHFWLRQFKDUDFWHULVWLFV can be used to create inspection
characteristics in the inspection plan. In this case, a master inspection characteristic can be
referenced in the plan or copied into the plan.
If you reference a master inspection characteristic in the inspection plan, only a reference to the
data of the master inspection characteristic is included in the inspection plan and not the data
itself. Therefore, changes made to a referenced master inspection characteristic without history
become automatically effective in the plan. If all changes to the plan are to be documented, it is
possible to either change the master inspection characteristic with history or to manually create a
new version of the master inspection characteristic. In this case, the system automatically
replaces the master inspection characteristic in plans.

 -XQH
 6$3$* %DVLF'DWD
)XQFWLRQVIRU0DVWHU'DWD

)XQFWLRQVIRU0DVWHU'DWD
When maintaining master data you can make use of comprehensive history and version
management, and other functions that facilitate inspection planning. These functions are
available for PDVWHULQVSHFWLRQFKDUDFWHULVWLFV and LQVSHFWLRQPHWKRGV. The QM component
contains the following functions for master data:
• Version management
It is possible to maintain different versions of a master record in the QM component.
• History management
With history management, all changes made to master records are documented in the
system.
• Use of master records as copy models
• Where-used lists for master inspection characteristics, inspection methods and code
groups
• Replacement function for master inspection characteristics and inspection methods
that are referenced in inspection plans
6HHDOVR
Inspection Methods [Page 92]
Master Inspection Characteristics [Page 46]
Inspection Characteristics [Ext.]
Where-Used Lists and Replacements [Ext.]
For additional information about how to access tasks and the help functions, see *HWWLQJ6WDUWHG
ZLWKWKH56\VWHP.

-XQH 
%DVLF'DWD 6$3$*
2YHUYLHZRI9HUVLRQV

2YHUYLHZRI9HUVLRQV
In the QM component, master records are maintained in different versions (for master inspection
characteristics and inspection methods). When an inspection method is used in a master
inspection characteristic or in an inspection plan, or when a master inspection characteristic is
used in an inspection plan, the system always refers to a specific version number. Versions of
master records are created in two ways:
• You can manually create versions of a master record with a GLIIHUHQWYDOLGLW\VWDWXV
by using the special function &UHDWHYHUVLRQ.
• If you use the KLVWRU\PDQDJHPHQW function in your system, the system
automatically creates a new version with the VDPHYDOLGLW\VWDWXV when you change
a master record.
6HHDOVR
Creating Master Record Versions [Page 13]
Overview of History Management [Page 18]
Changing Master Records Referenced in Inspection Plans [Page 19]

 -XQH
 6$3$* %DVLF'DWD
&UHDWLQJ0DVWHU5HFRUG9HUVLRQV

&UHDWLQJ0DVWHU5HFRUG9HUVLRQV
You can create versions of an DOUHDG\H[LVWLQJ master record for master inspection
characteristics and inspection methods. To do this, perform the following four steps:
1. To access the function for creating a version, choose /RJLVWLFV → 4XDOLW\
PDQDJHPHQW → 4XDOLW\SODQQLQJ → %DVLFGDWD.
The system displays the initial screen for the basic data.
2. Choose ,QVSHFWLRQ PHWKRG→&UHDWHYHUVLRQ for inspection methods and ,QVS
FKDUDFWHULVWLF→&UHDWHYHUVLRQfor master inspection characteristics.
The system displays the initial screen.
The procedure described below is the same for master inspection characteristics and
inspection methods.
3. On the initial screen, enter the plant, the identifier of an already existing master
record, and the date from which the master record version that you are creating is
valid. This date cannot be
- A date in the past
- The same as the valid-from date of another version of this master record
You can find out how to search for a master record in Identifying a Master Record
[Page 14]
You can find out how to use a copy model in How to Use a Copy Model [Page 24]
4. After you have made the desired entries, choose ENTER.
The data screen is displayed. The system has copied the data of the master record
version you have selected to this screen, provided that you did not use a master
record as copy model. You can overwrite or complete the data.
5. When you have completed your entries, save the master record version.
6HHDOVR
You will find a detailed description of the fields and functions on the data screen in:
Creating an Inspection Method [Page 95]
Creating a Master Inspection Characteristic [Page 50]

9HUVLRQ1XPEHU
The version number of a master record is assigned LQWHUQDOO\ by the system when the master
record is saved. The version number is displayed in the upper right-hand corner of the data
screen for changing, displaying, or deleting master inspection characteristics and inspection
methods.
6HHDOVR
How Does the System Handle Versions? [Page 15]

-XQH 
%DVLF'DWD 6$3$*
,GHQWLI\LQJD0DVWHU5HFRUG

,GHQWLI\LQJD0DVWHU5HFRUG
0DQXDOO\(QWHULQJD0DVWHU5HFRUG
If you enter the identifier of an existing master record manually on the initial screen, the system
automatically copies the data from the FXUUHQWYHUVLRQ of this master record, depending on the
valid-from date entered.

6HDUFKLQJIRUD0DVWHU5HFRUG
If you do not know the identifier, you can use one of several methods to search for a master
record.
• Using a matchcode
You can search using the matchcode search by calling up the possible entries help
function.
• Using an *
You can search "generically" for a master record by entering an *. When you enter an
*, the system displays a list of the FXUUHQWYHUVLRQV of all master records. Select the
master record you require from this list.
To limit the number of master records displayed in the list, you can enter an * followed
by one or more characters, for example *st. As a result, the system lists all current
master record versions that begin with ST. If there is only one master record version
that meets the generic search criterion, the system displays the data screen for this
version.

 -XQH
 6$3$* %DVLF'DWD
+RZ'RHVWKH6\VWHP+DQGOH9HUVLRQV"

+RZ'RHVWKH6\VWHP+DQGOH9HUVLRQV"
The following example illustrates how version management functions. Three versions exist for
the master inspection characteristic&+$%&:

9HUVLRQ 9DOLGDVRI
1 6/1/95
2 6/4/95
3 6/7/95

You want to create a new version for the master inspection characteristic CH-ABC, which should
be valid as of today, which is June 5, 1995. On the initial screen of the task, you enter CH-ABC
for the master inspection characteristic and 6/5/95 in the Valid from field.
The system copies the data from the version of the master record that is valid on today’s date,
that is, the data from version 2. You can change or add to the data from version 2, if necessary.
After you have saved the new version, the system assigns the next available version number,
version number 4 in this case, to the new version of the master inspection characteristic.

9HUVLRQ 9DOLGDVRI
1 6/1/95
2 6/4/95
4 6/5/95
3 6/7/95

-XQH 
%DVLF'DWD 6$3$*
5HSODFLQJ2OG9HUVLRQVRI5HIHUHQFHG0DVWHU5HFRUGV

5HSODFLQJ2OG9HUVLRQVRI5HIHUHQFHG0DVWHU5HFRUGV
If the master record for which you have created a new version is referenced in inspection plans,
you can replace old versions of the master record with the new version. To do this, you have to
release the new version for use, which means the status must be set to 2.
When you save a released version of a master record that is referenced in an inspection plan,
the system automatically displays a dialog box in which you are asked whether old versions in
plans are to be replaced by the new version. To start the replacement function, move the cursor
to Yes and choose ENTER.
6HHDOVR
Inspection Methods [Page 92]
Master Inspection Characteristics [Page 46]
Replacing Master Inspection Characteristics [Ext.]
Replacing an Inspection Method [Ext.]

 -XQH
 6$3$* %DVLF'DWD
'LVSOD\LQJ9DOLG9HUVLRQVRID0DVWHU5HFRUG8VLQJD7LPH/LQH

'LVSOD\LQJ9DOLG9HUVLRQVRID0DVWHU5HFRUG8VLQJD
7LPH/LQH
From the data screen of all tasks for inspection methods and master inspection characteristics,
you can access a function for displaying all valid versions of a master record.
To access this function, choose 'HWDLOV→7LPHOLQHfrom the menu bar of the data screen. The
system displays a list of all valid versions of the master record according to when they are valid.
To display a version of the master record, selectthe version you require from the list. The system
accesses the data screen for the selected master record version.

-XQH 
%DVLF'DWD 6$3$*
2YHUYLHZRI+LVWRU\0DQDJHPHQW

2YHUYLHZRI+LVWRU\0DQDJHPHQW
In the QM component, changes you make to master records can be documented with the history
management function. The indicator for history management is set in the Customizing application
of the QM component. For information about the Customizing application, refer to the
,PSOHPHQWDWLRQ*XLGH.
When you maintain master data, you can:
• Make changes with or without history
• Document changes to individual fields with a field history

 -XQH
 6$3$* %DVLF'DWD
&KDQJLQJ0DVWHU5HFRUGV5HIHUHQFHGLQ,QVSHFWLRQ3ODQV

&KDQJLQJ0DVWHU5HFRUGV5HIHUHQFHGLQ,QVSHFWLRQ
3ODQV
When changing master records that are referenced in inspection plans, there are two different
procedures, depending on whether or not the history management indicator is set.

&KDQJLQJ:LWK+LVWRU\
If you make changes with history to the following objects, the system creates a QHZYHUVLRQ with
the VDPHYDOLGLW\VWDWXV as the master record that you changed:
• A master inspection characteristic that is referenced in an inspection plan
• An inspection method that is referenced in an inspection plan or in a master
inspection characteristic
In this case, the changes do not affect the inspection plan or the master inspection characteristic,
because the version number of the master record is stored here.

+LVWRULFDO9HUVLRQV
As soon as the system creates a new version with the same validity status, the old version of the
master record becomes an “historical” version. This means that you can no longer select this
version by using the valid-from date since the system always selects the most current version
number for a valid-from date. An “historical” version is not displayed in a list generated from a
generic search term (an *). However, an historical version of a master inspection characteristic
can still be used in inspection plans and an historical version of an inspection method can still be
used in master inspection characteristics or inspection plans.

5HSODFLQJ2OG9HUVLRQV
When the master record you changed is referenced in inspection plans, it is possible to replace
old versions of the master record with the new version. To do this, you have to release the new
version for use, which means the status must be set to 2.
When you save the changes you have made to a master record that is referenced in an
inspection plan, the system automatically displays a dialog box in which you are asked whether
old versions in inspection plans are to be replaced by the new version. To start the replacement
function, move the cursor to Yes and choose ENTER.
6HHDOVR
Overview of Versions [Page 12]
Status [Page 97]
Status [Page 59]
Replacing Master Inspection Characteristics [Ext.]
Replacing an Inspection Method [Ext.]

&KDQJLQJ:LWKRXW+LVWRU\
When you change a master record that is referenced in an inspection plan without history, the
changes affect the inspection plan, because the system has QRWFUHDWHGDQHZYHUVLRQ of the
master record.
6HHDOVR

-XQH 
%DVLF'DWD 6$3$*
&KDQJLQJ0DVWHU5HFRUGV5HIHUHQFHGLQ,QVSHFWLRQ3ODQV

How Does the System Manage History? [Page 21]

Displaying a Field History [Page 22]

 -XQH
 6$3$* %DVLF'DWD
+RZ'RHVWKH6\VWHP0DQDJH+LVWRU\"

+RZ'RHVWKH6\VWHP0DQDJH+LVWRU\"
The following table illustrates the effect of history management on a referenced master record
version, and how changes affect the inspection plan.

&KDQJHVWRD5HIHUHQFHG0DVWHU5HFRUG:LWKDQG:LWKRXW+LVWRU\

+LVWRU\ 0DVWHUUHFRUG 0DVWHUUHFRUG ,QVSHFWLRQ

PJPW" EHIRUH DIWHUFKDQJLQJ SODQ
FKDQJLQJ
YES CH-ABC CH-ABC You decide whether version 1 is replaced
Version 1 Version 2 by version 2
6/1/95 6/1/95
historical
NO CH-ABC CH-ABC Changes are made automatically by the
Version 1 Version 2 system
6/1/95 6/1/95

-XQH 
%DVLF'DWD 6$3$*
'LVSOD\LQJD)LHOG+LVWRU\

'LVSOD\LQJD)LHOG+LVWRU\
From the data screen of all tasks for master inspection characteristics and inspection methods
you can access a field history, which documents changes made to individual fields.
To display the change history for a field on the data screen, move the cursor to the field and
choose 'HWDLOV→)LHOGKLVWRU\from the menu bar.
The following graphic illustrates the impact of history management on the history that is kept for a
field.

Example:
Method with inspector qualification IIQ1 created 1/15/93

0HWKRGFKDQJHGE\0U6PLWK


changed to

,,4 ,,4

ZLWKRXW ZLWK
history history

IIQ2 by Smith valid from 1/15/93 IIQ2 by Smith valid from 1/15/93
changed 1/31/93

Field history IIQ2 by Smith valid from 1/15/93

changed 1/31/93

When you change a master record ZLWKKLVWRU\, the system lists DOOFKDQJHV made to the
selected field, including the name of the user who changed the field, the date the field was
changed, and all the previous values of the field.
If the changes to a master record were made ZLWKRXWKLVWRU\, the system displays only the
FXUUHQWYDOXH in the field.

 -XQH
 6$3$* %DVLF'DWD
8VLQJD&RS\0RGHOWR&UHDWH1HZ0DVWHU5HFRUGVDQG0DVWHU5HFRUG9HUVLRQV

8VLQJD&RS\0RGHOWR&UHDWH1HZ0DVWHU5HFRUGVDQG
0DVWHU5HFRUG9HUVLRQV
In the QM component, you can use a master record as a copy model when you:
• Create a new master record or a version of an existing master record
• Use a master inspection characteristic in an inspection plan
This topic only describes how to use master records as models for creating new master records
or master record versions.
6HHDOVR
How to Use a Copy Model [Page 24]
Using Master Inspection Characteristics [Ext.]

-XQH 
%DVLF'DWD 6$3$*
+RZWR8VHD&RS\0RGHO

+RZWR8VHD&RS\0RGHO
On the initial screen for creating an inspection method or a master inspection characteristic or
indeed a master inspection characteristic or inspection method version, there is a second section
in which you enter data about an already existing master record. This copy model serves as a
data entry tool that makes creating master documents quicker and easier.
If you want to use a different master record as a copy model, you have to enter data in the
second section of the display screen. These entries influence the master record selection.
In addition to manually entering a master record, you can use one of several methods to search
for a master record that you want to use as a copy model.

8VLQJDQ
You can search "generically" for a master record by entering an or an followed by one or
more characters.
6HHDOVR
You can find more information about generic searches in Identifying a Master Record [Page 14].

6HDUFKLQJLQWKH6DPH3ODQWRU$QRWKHU3ODQW
When you enter a plant in the 3ODQW field, the system searches for master records in that plant
only. If you do not enter a plant, the system searches for master records in the plant in which you
are creating the master record.

8VLQJD.H\'DWH
You can limit the selection of a master record further by entering a date in the .H\GDWH field. In
this case, the version that is valid on the date you entered is displayed.
If you do not enter a date, the system displays all valid versions of a master record.
If you chose a master record as a copy model, the system copies the data from this master
record into the master record that you are currently creating. You can, however, change or
supplement this data.

 -XQH
 6$3$* %DVLF'DWD
&DWDORJV

&DWDORJV
This section contains information about the contents and use of catalogs in the 4XDOLW\
0DQDJHPHQW 40 application component.

&DWDORJVLQ4XDOLW\0DQDJHPHQW>3DJH@

2EMHFWV
&DWDORJ>3DJH@
&RGH*URXS>3DJH@
&RGH>3DJH@
6HOHFWHG6HW>3DJH@

3URFHVVLQJ2SWLRQVLQWKH&DWDORJ
&UHDWLQJDQG3URFHVVLQJ&RGH*URXSV>3DJH@
6WDWXVIRU&RGH*URXSVDQG6HOHFWHG6HWV>3DJH@
&UHDWLQJDQG3URFHVVLQJ&RGHV>3DJH@
0DLQWDLQLQJ6HOHFWHG6HWV>3DJH@
0DLQWDLQLQJ6HOHFWHG6HWV,QGLYLGXDOO\>3DJH@
$VVLJQLQJDQG3URFHVVLQJ&RGHVLQ6HOHFWHG6HWV>3DJH@
&RS\LQJ&RGHV&RGHV*URXSVRU6HOHFWHG6HWVLQWR6HOHFWHG6HWV>3DJH
@
'HOHWLRQRI&RGH*URXSV&RGHVDQG6HOHFWHG6HWV>3DJH@
'LVSOD\LQJWKH6HOHFWHG6HWDQG&RGH*URXS,QGH[HV>3DJH@
&ODVVLILFDWLRQ>3DJH@

-XQH 
%DVLF'DWD 6$3$*
&DWDORJVLQ4XDOLW\0DQDJHPHQW

&DWDORJVLQ4XDOLW\0DQDJHPHQW
3XUSRVH
A catalog allows you to explicitly define and store information in a coded form (for example, data
that describes inspection results, observations, tasks, or decisions made during an inspection).
Catalogs ensure that this information is maintained uniformly by allowing you to assign a unique
key and a descriptive text to each entry.
You use codes to standardize this information on a client-wide or plant-wide basis and to make it
easier for the system to record and evaluate the information. A catalog contains unique, non-
numeric data that is stored in the system.
You can use the following catalogs (among others):
&DWDORJ 'HVFULSWLRQ
1 Characteristic attributes
2 Tasks
3 Usage decisions
4 Events
5 Causes
6 Defect consequences
8 Activities
9 Defect types

Catalogs 1 through 9 and A through P are predefined by SAP. You can define catalogs Q
through Z in Customizing for 4XDOLW\0DQDJHPHQW (4XDOLW\0DQDJHPHQW → 4XDOLW\3ODQQLQJ →
%DVLF'DWD → &DWDORJ) for your own use. For more information, refer to the Implementation
Guide (IMG) for 4XDOLW\0DQDJHPHQW.

,QWHJUDWLRQ
You can use the catalogs to:
• Store information at the characteristic level in WDVNOLVWV
• Describe inspection results, defects, and defect locations using the codes from the
corresponding catalogs during LQVSHFWLRQORWSURFHVVLQJ
• Make usage decisions and carry out evaluations using the codes in catalog 3 during
LQVSHFWLRQFRPSOHWLRQ.
• Classify TXDOLW\QRWLILFDWLRQV on the basis of the entries in the catalog for (for
example, as a problem notification, complaint or reminder). Using the appropriate
catalogs, you can describe items, tasks, activities, and causes. The standard system
contains the following catalogs in Customizing that you can still change:
&DWDORJ )XQFWLRQ
2 Tasks

 -XQH
 6$3$* %DVLF'DWD
&DWDORJVLQ4XDOLW\0DQDJHPHQW

5 Causes
8 Activities
9 Defect types
D Coding
E Defect location

)HDWXUHV
You can also use the functions of the catalogs to:
• Create and process the FRGHJURXSV in a catalog
• Assign FRGHV to the code groups
• Create VHOHFWHGVHWV for a catalog by grouping together codes from different code
groups
6HHDOVR
Catalog [Page 28]
Overview of Inspection Plans and Reference Operation Sets [Ext.]
Defects Recording [Ext.]
Inspection Completion [Ext.]
Quality Notifications and QM Inspection Catalogs [Ext.]

-XQH 
%DVLF'DWD 6$3$*
&DWDORJ

&DWDORJ
'HILQLWLRQ
A catalog contains unique, non-numeric data stored at the client or plant level.

6WUXFWXUH
A catalog contains both code groups and selected sets, both of which are stored at the same
hierarchical level. Code groups, however, are defined at the client level, while selected sets are
defined at the plant level. The catalog hierarchy is as follows:
• A code group [Page 29] contains one or more codes. Since each code is assigned to
a code group, codes are often referred to as “group codes.” in the R/3 System.
• A selected set [Page 31] contains a combination of different codes that originate from
different code groups.
• Codes [Page 30] make up the lowest level of the catalog hierarchy. Codes are used
in both code groups and selected sets.
You define codes in code groups and use the codes in selected sets. (for example, to describe
characteristic attributes such as colors, shapes, surface characteristics), defect causes, or usage
decisions.
6HHDOVR
Creating and Processing Code Groups [Page 32]
Creating and Processing Codes [Page 35]
Maintaining Selected Sets [Page 37]

 -XQH
 6$3$* %DVLF'DWD
&RGH*URXS

&RGH*URXS
'HILQLWLRQ
A code group contains one or more codes that describe similar data or have other points in
common. For example, code groups can refer to colors, surface characteristics, or usage
decisions. A code group is defined at the client level.
6HHDOVR
Creating and Processing Code Groups [Page 32]
Selected Set [Page 31]
Where-Used Lists for Code Groups [Ext.]

-XQH 
%DVLF'DWD 6$3$*
&RGH

&RGH
'HILQLWLRQ
A code is an entry in a catalog that describes results, observations and decisions in a coded
form. Codes are grouped together in code groups or selected sets. Codes make up the lowest
level information in a catalog and are maintained at the FOLHQW level.

8VH
You can use a code, for example, to refer to a characteristic attribute or to a defect location. A
code becomes unique as soon as you assign it to a code group and catalog.

In Catalog 1 (characteristic attributes), you can create a code group for FRORUV,
which contains codes for different colors (for example, UHG, EOXH, \HOORZJUHHQ .

,QWHJUDWLRQ
You must always assign a code to a code group. You have the option of using a code in a
selected set.
6HHDOVR
Creating and Processing Codes [Page 35]

 -XQH
 6$3$* %DVLF'DWD
6HOHFWHG6HW

6HOHFWHG6HW
'HILQLWLRQ
A selected set contains a combination of different codes from different code groups. Selected
sets are maintained at the SODQWlevel.

8VH
A code group maintained at the client level can contain many codes. For example, in many
cases, a code group may contain over a 100 entries. You can create selected sets by grouping
together codes from different code groups in a catalog. This allows you to reduce the quantity of
codes or organize them differently.

The codes in selected set “A” contain several colors that are used to describe the
color of a powdered drink. Selected set “B” contains color codes that you use to
describe enamel colors for automobiles. These codes are also contained in the
code groups for “Red Colors” and “Green Colors.”
6HOHFWHGVHW &RGHV 7DNHQIURPFRGHJURXS
Powdered drink colors Cherry red Red colors
Rust red Red colors
Light red Red colors
Red-orange Red colors

Automobile colors Fire engine red Red colors

Red orange Red colors
Olive green Green colors
Dark green Green colors
6HHDOVR
Maintaining Selected Sets Individually [Page 39]

-XQH 
%DVLF'DWD 6$3$*
&UHDWLQJDQG3URFHVVLQJ&RGH*URXSV

&UHDWLQJDQG3URFHVVLQJ&RGH*URXSV
1. Choose /RJLVWLFV→4XDOLW\PDQDJHPHQW→4XDOLW\SODQQLQJ→%DVLFGDWD.
The system displays the screen for the basic data.
2. Choose &DWDORJ → (GLW.
The system displays the initial screen for creating or changing a catalog.
3. Depending on whether you want to create or change a code group, carry out the
appropriate procedure below:
7RFUHDWHDQHZFRGH 7RFKDQJHDQH[LVWLQJFRGH
JURXS JURXS
a) Enter a catalog number in the a) Enter a catalog number in
&DWDORJ field. the &DWDORJ field.
b) Enter a key for the code b) Enter the key for the code
group. group you want to change.
To see which code groups To see which code groups
have already been created, exist, you can search
you can search generically by generically by using an
using an asterisk (*) in the asterisk (*) in the key.
key.
c) Choose &DWDORJV→ c) Choose &DWDORJV→
&UHDWHFKDQJH. &UHDWHFKDQJH.
The system displays the The system displays the
overview screen for code overview screen for code
groups. groups.
d) Choose (GLW→1HZHQWULHV. d) In the displayed table, you
can:
The code group table is ready
for input. – Change the short text
for the code group
– Change the status of the
code group
– Create or change a long
text
– Classify the code group
e) In the displayed table, enter:
– A key for the code group
– A short text for the code
group
– A status for the code group
– A long text for the code
group (optional)
f) To classify the code group,

 -XQH
 6$3$* %DVLF'DWD
&UHDWLQJDQG3URFHVVLQJ&RGH*URXSV

choose *RWR→&ODVVLILFDWLRQ
and specify the classification.

When you create or process code groups, make sure you note the following
points:
– To improve the performance of the system when you use an asterisk in
the code group field, specify the code group as completely as possible
(for example, enter “AN*” for the code group key, instead of “*”).
– If you specify an asterisk (*) in the code group key when you create or
process a code group, the system locks all code groups in the catalog.
This prevents the code groups and codes from being accessed by other
users.
– If you transport code groups between different clients or systems, any
existing long texts for the code groups are not transported.
4. Save your entries.
5. In the course of creating or processing code groups, you can also use the following
functions:
0HQXRSWLRQ )XQFWLRQ 6HOHFWDFRUUHVSRQGLQJHQWU\DQG
8WLOLWLHV
&KRRVHODQJXDJHV Choose the language in which you want maintain
the catalog. You can later translate you entries
into these languages.
(GLW
7UDQVODWLRQ Complete your list of entries in the languages you
previously selected.
&RS\DV Copy the code group. Note that the code long
texts may not be copied.
*RWR
&ODVVLILFDWLRQ Classify [Page 45] the code group.

6HHDOVR
Copying Codes, Codes Groups or Selected Sets into Selected Sets [Page 42]
Status for Code Groups and Selected Sets [Page 34]
Displaying the Selected Set and Code Group Indexes [Page 44]
Deletion of Code Groups, Codes and Selected Sets [Page 43]

-XQH 
%DVLF'DWD 6$3$*
6WDWXVIRU&RGH*URXSVDQG6HOHFWHG6HWV

6WDWXVIRU&RGH*URXSVDQG6HOHFWHG6HWV
8VH
As with all master records, you must also assign a processing status to the code groups and
selected sets. You can specify one the following statuses:
• 6WDWXV (Created)
This status indicates that the code group or selected set has been created, but not
released for use. You cannot use a master record with this status in an inspection
characteristic or task list.
• 6WDWXV (Released for use)
This status allows the master record to be used in other applications.
• 6WDWXV (Blocked for use)
You assign this status to a master record if it should not be used in the future. The
master record, however, may currently still be in use in a master inspection
characteristic or task list.
• 6WDWXV (Marked for deletion)
You assign this status to a master record if you want the system to delete it in the
next archiving session. Before the system deletes the master record, it first checks
whether the record is currently being used. If so, the system cannot delete it.
To delete a code group or selected set that is used in a master inspection
characteristic or task list, you must first delete the assignment of the master record to
the master inspection characteristic or task list.
To find out where a code group is used, you can generate and display a where-used
list for code groups [Ext.].

When you first use the catalog entries code, code group and selected set, a
usage indicator is set. This prevents these objects from being inadvertently
deleted.

 -XQH
 6$3$* %DVLF'DWD
&UHDWLQJDQG3URFHVVLQJ&RGHV

&UHDWLQJDQG3URFHVVLQJ&RGHV
3UHUHTXLVLWHV
You have created one or more code groups in a catalog.

3URFHGXUH
1. In the overview screen for the code groups, select a code group and choose &RGHV.
The system displays the screen for processing the codes.

You can simultaneously process all codes in the code group. The system locks all
code groups in the code group overview, preventing other users from these code
groups at the same time.
2. Depending on whether you want to create or change a code, carry out the appropriate
procedure below:
7RFUHDWHDQHZ 7RFKDQJHDQH[LVWLQJFRGH
FRGH
a) Choose (GLW→1HZHQWULHV. a) Change the following data
for a code:
The code table is ready for
input. – Short text
– Long text
– Follow-up action (in the
standard system, catalogs
2 and 3 only)
– Defect class (catalog 9
only)
b) Enter the following data in the
table:
– Key for the code
– Short text for the code
– Long text for code (optional)
– Follow-up action (in the
standard system, catalogs 2
and 3 only)
– Defect class (catalog 9 only)

When you create or process codes, make sure you note the following points:
– When you specify numeric keys for codes, use leading zeros. Otherwise,
the system will sort your codes as follows: 1, 10, 11, 12, 3, 4.

-XQH 
%DVLF'DWD 6$3$*
&UHDWLQJDQG3URFHVVLQJ&RGHV

– If you transport code groups between different clients or systems, any

existing long texts for the codes are not transported.
3. Save your entries.
4. In the course of creating or processing codes, you can also use the following
functions:
0HQX )XQFWLRQ 6HOHFWDFRUUHVSRQGLQJHQWU\DQG
8WLOLWLHV
&KRRVHODQJXDJHV Choose the languages in which you want to maintain
the catalog. You can translate your entries into these
languages at a later time.
(GLW
7UDQVODWLRQ Complete your list of entries in the languages you
previously selected.
([WUDV
8VHLQVHOHFWHGVHW If the code is used in a selected set, display the
selected set(s) in which the code is used.

6HHDOVR
Assigning and Processing Codes in Selected Sets [Page 40]
Deletion of Code Groups, Codes and Selected Sets [Page 43]

 -XQH
 6$3$* %DVLF'DWD
0DLQWDLQLQJ6HOHFWHG6HWV

0DLQWDLQLQJ6HOHFWHG6HWV
When you call up the function for maintaining the entire selected set index for a specific catalog
type, you can:
• Create new selected sets
• Change the texts of existing selected sets
• Change the status of code groups and selected sets [Page 34]
• Delete selected sets
You can record data quickly using this function, because since you can process all selected sets
for a catalog in a single step in the selected set index.

When you maintain the entire selected set index, the system locks the selected
catalog for other users so they cannot maintain any selected sets in this catalog.
For this reason, it is recommended that you use the function for maintaining a
selected set individually if you only want to maintain a single selected set.

3URFHGXUH
1. Choose /RJLVWLFV→4XDOLW\PDQDJHPHQW→4XDOLW\SODQQLQJ→%DVLFGDWD.
The system displays the screen for the basic data.
2. Choose &DWDORJ → 6HOHFWHGVHWV→(GLW.
The system displays the initial screen for processing a selected set.
3. Enter a catalog type and a plant number.
4. Choose *RWR→&DWDORJ.
The system displays the screen in which you can maintain all selected sets and their
corresponding short texts in a single language.
5. Create a new selected set or change an existing selected set as follows:
7RFUHDWHDQHZ 7RFKDQJHDQH[LVWLQJ
VHOHFWHGVHW VHOHFWHGVHW

a) Enter a key for the selected a) Position the cursor on a

set. selected set you want to
change.
b) Enter a short text for the b) Choose (GLW→&KDQJH
selected set. HQWU\
The short text and status
fields for the selected set is
ready for input.
c) Specify a status for the c) Change the short text and/or
selected set. status as required.
6. Save your entries.

-XQH 
%DVLF'DWD 6$3$*
0DLQWDLQLQJ6HOHFWHG6HWV

7. In the course of maintaining selected sets, you can also use the following functions:
0HQX )XQFWLRQ :LWKWKLVIXQFWLRQ\RX

(GLW 'HOHWH Delete a selected set

&KDQJHHQWU\ Change the text for a selected set
/RQJWH[W Call up the long text editor

(QYLURQPHQW &ODVVLILFDWLRQ Create, change and display an existing classification

[Page 45]
6HHDOVR
Displaying the Selected Set and Code Group Indexes [Page 44]
Deletion of Code Groups, Codes and Selected Sets [Page 43]

 -XQH
 6$3$* %DVLF'DWD
0DLQWDLQLQJ6HOHFWHG6HWV,QGLYLGXDOO\

0DLQWDLQLQJ6HOHFWHG6HWV,QGLYLGXDOO\
When you call up the function to maintain an individual selected set, you can:
• Create a new selected set
• Change the text for an existing selected set
• Change the status for a code group or selected set [Page 34]
• Delete a selected set
When you use this function, other users cannot process the selected set you are working on.

3URFHGXUH
1. Choose /RJLVWLFV→4XDOLW\PDQDJHPHQW→4XDOLW\SODQQLQJ→%DVLFGDWD.
The system displays the screen for the basic data.
2. Choose &DWDORJ → 6HOHFWHGVHWV→(GLWLQGLYLGXDO.
The system displays the initial screen for processing a selected set.
3. Enter a catalog type, plant number, and a key for a selected set.
4. Choose (QWHU.
The system displays the screen in which you can maintain the selected set.
5. Position the cursor on the selected set key or short text field and choose (GLW →
&KDQJHHQWU\.
The short text and status fields are ready for input.
6. Change the existing short text and status for the selected set as required.
7. Save your entries.

$GGLWLRQDOIXQFWLRQV
When you maintain a selected set individually, you can use the same functions as those
described in the procedure Maintaining Selected Sets [Page 37].
6HHDOVR
Deletion of Code Groups, Codes and Selected Sets [Page 43]

-XQH 
%DVLF'DWD 6$3$*
$VVLJQLQJDQG3URFHVVLQJ&RGHVLQ6HOHFWHG6HWV

$VVLJQLQJDQG3URFHVVLQJ&RGHVLQ6HOHFWHG6HWV
When you call up the function for maintaining the codes in selected sets, you can:
• Assign new codes to a selected set
• Delete codes that have been assigned to the selected set
• Change the valuation and other information for a code

3URFHGXUH
1. Choose /RJLVWLFV→4XDOLW\PDQDJHPHQW→4XDOLW\SODQQLQJ→%DVLFGDWD.
The system displays the screen for the basic data.
2. Choose &DWDORJ → 6HOHFWHGVHWFRGHV→(GLW.
The system displays the initial screen for processing a selected set code.
3. Enter a catalog type, plant number, and a selected set.
The system automatically enters the logon language in the /DQJXDJH field.
4. Choose (QWHU
The system displays the screen for processing the codes in a selected set.
5. On this screen you assign codes from code groups and/or other selected sets to the
selected set you are processing. You can also remove codes that have already been
assigned.
Depending on what you want to do, choose one of the following options:
– To copy new codes into a selected set, see Copying Codes, Codes Groups or
Selected Sets into Selected Sets [Page 42].
– To delete or change existing codes in a selected set, position the cursor on a
code and choose (GLW → &KDQJHHQWU\.
Certain fields for the code will be ready for input. Change or delete the data as
required.

When you create or process codes in a selected set, make sure you note the
following points:
– If you use codes from catalog type 1 (characteristic attributes), you must
enter a valuation. If you valuate a code with 5 (rejection), you must also
enter the defect class.
– If short texts for a code are not available in the desired language, the
system does not display any data on the single language screen. The
system informs you if entries are available in other languages. You can
display these texts on the multiple language screen.
6. Save your entries.
7. In the course of processing codes for selected sets, you can also use the following
functions:

 -XQH
 6$3$* %DVLF'DWD
$VVLJQLQJDQG3URFHVVLQJ&RGHVLQ6HOHFWHG6HWV

0HQX )XQFWLRQ :LWKWKLVIXQFWLRQ\RXFDQ

(GLW
'HOHWH Delete existing assignments
&KDQJHHQWU\ Change data for a code (for example, the valuation or
defect class)
/RQJWH[W Display the existing long text for a code
1HZVRUW Sort the codes by language or by code groups/codes
*RWR
,QGLYLGXDOODQJXDJH Go from the multiple-language screen to the individual
language screen
$OOODQJXDJHV Go from the screen for an individual language to the
screen for all languages
$GGLWLRQDOGDWD Record additional data for the codes (catalog 1) such as
tasks and activities
([WUDV
8VHLQVHOHFWHGVHW Display the selected sets in which a code is used
6HHDOVR
Defect Classes [Ext.]

-XQH 
%DVLF'DWD 6$3$*
&RS\LQJ&RGHV&RGHV*URXSVRU6HOHFWHG6HWVLQWR6HOHFWHG6HWV

&RS\LQJ&RGHV&RGHV*URXSVRU6HOHFWHG6HWVLQWR
6HOHFWHG6HWV
3UHUHTXLVLWHV
You can only copy code groups, codes, and selected sets within the same catalog. The system
does not copy code long texts (this limitation does not apply to code groups and selected sets).

3URFHGXUH
1. In the individual or multiple language screen, choose one of the following options:
– ([WUDV→&RS\FRGHJURXSV
– ([WUDV→&RS\VHOHFWHGVHWV.
The system displays the initial screen for the code group or selected set index with
various selection parameters (catalog, code group, and code).
2. You have two options for searching for objects:
– You enter your search criteria or you search generically (if you use this option,
you may lock objects for other users).
– You select the objects in the overall index by choosing *RWR→,QGH[.
The system displays the code group and selected set index.
3. To select an entry, position the cursor on an entry and choose (GLW→
6HOHFW'HVHOHFW.
4. To copy the selected entry, choose (GLW→&RS\. Repeat steps 3 and 4 as
necessary.
The system copies the selected entries into the selected set.

If you copy codes from a FRGHJURXS, you have to maintain certain additional
fields for each code (for example, valuation, follow-up action, quality score). If you
copy codes from a VHOHFWHGVHW, the system also copies the additional
information.

 -XQH
 6$3$* %DVLF'DWD
'HOHWLRQRI&RGH*URXSV&RGHVDQG6HOHFWHG6HWV

'HOHWLRQRI&RGH*URXSV&RGHVDQG6HOHFWHG6HWV
8VH
Using this function, you can delete entire code groups, an individual code, or a selected set. This
function also deletes any existing country-specific versions in other languages.

)HDWXUHV
&RGHJURXSV
You can only delete a code group if it does not contain any codes and if it is not used in any other
master record. To verify this, refer to the usage indicator (which the system sets automatically) or
use the function for where-used lists to determine if the code group is used elsewhere.

&RGHV
You can only delete codes if they are not used in any master or transaction data. Check the
usage indicator (which the system sets automatically).

6HOHFWHGVHWV
You can only delete a selected set if it does not contain any codes. To delete a selected set, you
must first delete the codes contained in the selected set.
6HHDOVR
Displaying the Selected Set and Code Group Indexes [Page 44]
Where-Used Lists and Replacements [Ext.]

-XQH 
%DVLF'DWD 6$3$*
'LVSOD\LQJWKH6HOHFWHG6HWDQG&RGH*URXS,QGH[HV

'LVSOD\LQJWKH6HOHFWHG6HWDQG&RGH*URXS,QGH[HV
1. Choose /RJLVWLFV→4XDOLW\PDQDJHPHQW→4XDOLW\SODQQLQJ→%DVLFGDWD.
The system displays the screen for the basic data.
2. Choose &DWDORJ → ,QGH[→6HOHFWHGVHWVor&RGHJURXSV.
The system displays the initial screen in which you can enter various selection
parameters for generating an index. Depending on which function you selected, the
system has already entered a parameter for the following fields:
&RGHJURXSV 6HOHFWHGVHWV
&DWDORJW\SH V &DWDORJW\SH V
&RGHJURXS V 3ODQW V
/DQJXDJH(language key for your logon /DQJXDJH(language key for your logon
language) language)
If you use these entries, the system selects all catalogs and all plants in the logon
language.
3. If you selected the function to display a selected set index, enter a value in the
6HOHFWHGVHW V field.
You can overwrite the selection criteria proposed by the system.
4. After you have entered your selection criteria, choose *RWR→,QGH[ to call up the
list.
6HHDOVR
Where-Used Lists for Code Groups [Ext.]

 -XQH
 6$3$* %DVLF'DWD
&ODVVLILFDWLRQ

&ODVVLILFDWLRQ
8VH
Using the Classification System, you combine objects such as code groups or inspection
methods. This makes it easier to access the data at a later time, especially if you process a large
volume of data or change code groups.
For detailed information about the classification functions, refer to the documentation for the
Classification System (&$&URVV$SSOLFDWLRQ)XQFWLRQV).

)HDWXUHV
&RGHJURXSV
You can classify code groups under a class type for code groups by selecting a code group and
then choosing *RWR → &ODVVLILFDWLRQ.

6HOHFWHGVHWV
If you are displaying the selected set index, you can only display a classification. You can classify
individual selected sets under the class type for selected sets.

-XQH 
%DVLF'DWD 6$3$*
0DVWHU,QVSHFWLRQ&KDUDFWHULVWLFV

0DVWHU,QVSHFWLRQ&KDUDFWHULVWLFV
The following topics describe the tasks for maintaining master inspection characteristics.

2YHUYLHZRI0DVWHU,QVSHFWLRQ&KDUDFWHULVWLFV>3DJH@
0DLQWDLQLQJ0DVWHU,QVSHFWLRQ&KDUDFWHULVWLFV>3DJH@
&UHDWLQJD0DVWHU,QVSHFWLRQ&KDUDFWHULVWLF>3DJH@
/LQNLQJD0DVWHU,QVSHFWLRQ&KDUDFWHULVWLFZLWKD*HQHUDO&KDUDFWHULVWLF
>3DJH@
0DLQWHQDQFH)XQFWLRQVIRU0DVWHU,QVSHFWLRQ&KDUDFWHULVWLFV>3DJH@
$VVLJQPHQW)XQFWLRQVIRU0DVWHU,QVSHFWLRQ&KDUDFWHULVWLFV>3DJH@
7H[W3URFHVVLQJ)XQFWLRQVIRU0DVWHU,QVSHFWLRQ&KDUDFWHULVWLFV>3DJH@
'LVSOD\)XQFWLRQVIRU0DVWHU,QVSHFWLRQ&KDUDFWHULVWLFV>3DJH@
&KDQJLQJD0DVWHU,QVSHFWLRQ&KDUDFWHULVWLF>3DJH@
'LVSOD\LQJD0DVWHU,QVSHFWLRQ&KDUDFWHULVWLF>3DJH@
'HOHWLQJD0DVWHU,QVSHFWLRQ&KDUDFWHULVWLF>3DJH@

 -XQH
 6$3$* %DVLF'DWD
2YHUYLHZRI0DVWHU,QVSHFWLRQ&KDUDFWHULVWLFV

2YHUYLHZRI0DVWHU,QVSHFWLRQ&KDUDFWHULVWLFV
:KDWLVDQ,QVSHFWLRQ&KDUDFWHULVWLF"
An inspection characteristic describes ZKDt needs to be inspected. It defines the inspection
requirements for materials, parts and products.

:KDWLVD0DVWHU,QVSHFWLRQ&KDUDFWHULVWLF"
To facilitate and standardize inspection planning, you can create master records for inspection
characteristics in the Quality Management (QM) system. These characteristics are called master
inspection characteristics.

+RZGR<RX8VHD0DVWHU,QVSHFWLRQ&KDUDFWHULVWLF"
Master inspection characteristics can be used in
• Task lists
When creating a task list, you can either create characteristics specific to the task list
or use a master inspection characteristic. A master inspection characteristic can
either be referenced by an task list characteristic or copied into it.
• Material specifications
A master inspection characteristic can be used with or without a reference to a
general characteristic from a batch class in material specifications.
If you use a master inspection characteristic in the task list or the material specification, the
system automatically sets a usage indicator in the task list. This indicator is relevant when you
delete a master inspection characteristic.
One advantage of maintaining inspection characteristics as master records is that where-used
lists can be generated. Furthermore, master inspection characteristics can be centrally replaced
in task lists.
6HHDOVR
Maintaining Master Inspection Characteristics [Page 48]
Assigning Inspection Methods [Page 72]
Overview of Versions [Page 12]
Using a Copy Model to Create New Master Records and Master Record Versions [Page 23]
Inspection Methods [Page 92]
Using Master Inspection Characteristics [Ext.]
Material Specification as a Planning Tool [Ext.]
Where-Used Lists and Replacements [Ext.]

-XQH 
%DVLF'DWD 6$3$*
0DLQWDLQLQJ0DVWHU,QVSHFWLRQ&KDUDFWHULVWLFV

0DLQWDLQLQJ0DVWHU,QVSHFWLRQ&KDUDFWHULVWLFV
This section describes the maintenance functions for master inspection characteristics. These
functions include:
Creating a Master Inspection Characteristic [Page 50]
Changing a Master Inspection Characteristic [Page 85]
Displaying a Master Inspection Characteristic [Page 88]
Deleting a Master Inspection Characteristic [Page 89]
This section describes how to access these functions from the basic data menu of the QM
component, and not from the main menu. To access the QM component basic data menu from
main menu bar, choose /RJLVWLFV → 4XDOLW\PDQDJHPHQW → 4XDOLW\SODQQLQJ→%DVLFGDWD.
6HHDOVR
For additional information about how to access the tasks within the QM component and the help
functions, refer to *HWWLQJ6WDUWHGZLWKWKH56\VWHP.

6FUHHQ6HTXHQFHIRU0DVWHU,QVSHFWLRQ&KDUDFWHULVWLFV
The screens for master inspection characteristics (initial screen, data screen) and how you
access them are the same for all master inspection characteristic tasks (create, change, display,
delete).

,QLWLDO6FUHHQ
After you access the master inspection characteristic tasks, the initial screen is displayed. On the
initial screen for the tasks to change, delete, and display master inspection characteristics, you
enter the plant, master inspection characteristic identifier, and key date.
The initial screen for creating a master inspection characteristic or a master inspection
characteristic version contains additional fields. In addition to the plant and master inspection
characteristic indicator, you can enter a date from which the master inspection characteristic
version is valid and a general characteristic that can be referenced.
In the second section of the screen you can enter information about an already existing master
inspection characteristic. This master inspection characteristic is used as a copy model for
creating a new master inspection characteristic.
6HHDOVR
Overview of Versions [Page 12]
Using a Copy Model to Create New Master Records and Master Record Versions [Page 23]

'DWD6FUHHQ
After you have entered the required data on the initial screen, you access the data screen on
which you maintain the data about the master inspection characteristic.

)XQFWLRQVRQWKH'DWD6FUHHQ
The following functions are available on the data screen:
Maintenance Functions for Master Inspection Characteristics [Page 64]
Assignment Functions for Master Inspection Characteristics [Page 69]

 -XQH
 6$3$* %DVLF'DWD
0DLQWDLQLQJ0DVWHU,QVSHFWLRQ&KDUDFWHULVWLFV

Text Processing Functions for Master Inspection Characteristics [Page 74]

Display Functions for Master Inspection Characteristics [Page 79]

-XQH 
%DVLF'DWD 6$3$*
&UHDWLQJD0DVWHU,QVSHFWLRQ&KDUDFWHULVWLF

&UHDWLQJD0DVWHU,QVSHFWLRQ&KDUDFWHULVWLF
1. From the main menu, choose /RJLVWLFV → 4XDOLW\PDQDJHPHQW→ 4XDOLW\SODQQLQJ
→ %DVLFGDWD.
The system displays the initial screen for the basic data.
2. Choose,QVS FKDUDF → &UHDWH.
The system displays the initial screen for creating a master inspection characteristic.
3. On the initial screen you must enter the plant.
The master inspection characteristic identifier is optional. If you do not enter an
identifier (alphanumeric), the system assigns a number from a predefined number
range.
In the 9DOLGIURP field the system proposes the current date as the beginning date for
the validity period of the master inspection characteristic. You can enter a different
validity start date; however, the date you enter must be in the future.
Moreover, you can link the master inspection characteristic with a general
characteristic from the classification system by entering a general characteristic.
The following steps regard the procedure for creating a master inspection
characteristic ZLWKRXWa reference to a general characteristic. If a general
characteristic is referenced, some of the control indicators and values are transferred
to the master inspection characteristic, rendering some of the steps superfluous.
You can find information about creating a reference to a general characteristic under
Linking a Master Inspection Characteristic with a General Characteristic [Page 52]
4. After you have entered all the required datachoose*RWR → 0DVWHULQVSFKDUDF.
The system displays the data screen.
5. On the data screen, you first select a FKDUDFWHULVWLFW\SH ; that is, you determine
whether you want to create a qualitative or a quantitative characteristic. To do this,
either enter an [ in the 4XDQWFKDUDFWHULVWLF or 4XDOFKDUDFWHULVWLF field RU specify a
control key in the ,QGFRQWURONH\ field.
The control key is used as a data entry help. From this control key the system gets
the default settings for the control indicators of the master inspection characteristic.
Only the proposed settings for the control indicators are copied to the characteristic;
the control key itself is not copied over or stored in the characteristic.

After you have created a characteristic using a control key for which the )L[HG
indicator is set, you can no longer change the settings for the indicators copied
from the control key into the characteristic.
After you have defined a characteristic category RU entered a control key, choose
(17(5.
6. You must enter a 6KRUWWH[W and a 6HDUFK field. To continue, choose (17(5.
7. Two dialog boxes are displayed one after the other, in which you maintain the FRQWURO
LQGLFDWRUV for the characteristic.

 -XQH
 6$3$* %DVLF'DWD
&UHDWLQJD0DVWHU,QVSHFWLRQ&KDUDFWHULVWLF

The control indicators define, for example, how inspection results are to be recorded,
whether a sampling procedure is required or whether, in the case of a TXDQWLWDWLYH
characteristic, upper and/or lower tolerance limits have to be entered.
8. If you are creating a TXDQWLWDWLYH characteristic, you can maintain a tolerance key and
quantitative data.
9. Save the data that you entered for the master inspection characteristic.
The system returns to the initial screen and issues a confirmation message that the
master inspection characteristic was created.
6HHDOVR
Fields on the Data Screen [Page 55]
Maintenance Functions for Master Inspection Characteristics [Page 64]

-XQH 
%DVLF'DWD 6$3$*
/LQNLQJD0DVWHU,QVSHFWLRQ&KDUDFWHULVWLFZLWKD*HQHUDO&KDUDFWHULVWLF

/LQNLQJD0DVWHU,QVSHFWLRQ&KDUDFWHULVWLFZLWKD
*HQHUDO&KDUDFWHULVWLF
5HDVRQIRUWKHOLQN
A link between master inspection characteristics and general characteristics is the prerequisite
for attaching the quality inspection results of a batch determination. As a result of the functionality
of the batch management in the system, you can search for batches using the valuations from
general characteristics of a batch class. The link between master inspection characteristics and
general characteristics enables the automatic transfer of inspection results to the batch
classification. The general characteristics from the batch class are automatically valuated within
the scope of the inspection completion on the basis of the inspection results.

3UHUHTXLVLWHV
When you create a master inspection characteristic, you can reference a general characteristic
that meets one of the following two conditions:
• The general characteristic is of the data type “180” (numeric)
• The general characteristic is of the data type “&+$5” and references a selected set in
catalog type 1 (characteristic attributes)

You can only have a 1:1 relationship between a general characteristic and a
master inspection characteristic (that is, you FDQQRW reference the same general
characteristic in several master inspection characteristics).

,QIOXHQFHRQWKHLQVSHFWLRQVSHFLILFDWLRQV
When you enter a general characteristic that you want to link to link a master inspection
characteristic to, certain control indicators and values are transferred to the master inspection
characteristic. This means that the specifications from the general characteristic have a direct
influence on the inspection characteristic specifications. However, some of the transferred data
are only proposed values and can therefore be changed, whereas other data can no longer be
changed.
Which data is affected depends on whether the general characteristic is of the data type “180”
or “&+$5”:
• ,IWKHJHQHUDOFKDUDFWHULVWLFLVRIWKHGDWDW\SH³180´ you cannot change the
following data that is copied from the general characteristic when you maintain the
master inspection characteristic:
− The control indicator for quantitative characteristic type
− The control indicator for upper or lower tolerances
− The completion indicator is set
master inspection characteristics that are linked to a general characteristic must
be fully maintained.
− The control indicator for recording measured values
This indicator is set because general characteristics of a batch class that are of
the data type “NUM” can only be valuated with numerical values

 -XQH
 6$3$* %DVLF'DWD
/LQNLQJD0DVWHU,QVSHFWLRQ&KDUDFWHULVWLFZLWKD*HQHUDO&KDUDFWHULVWLF

− The control indicator for classified results recording is hidden

− The unit of measurement (if a unit of measurement was specified in the general
characteristic)
You FDQ change the following data when maintaining a master inspection
characteristic; they are only copied over as proposed values:
− The short texts
− The search field (this is filled with the short text from the general characteristic in
the logon language)
− The number of decimal places
− Values for upper or lower tolerances
For an inspection carried out on the basis of a material specification, the values
entered in the general characteristic are used if the master inspection
characteristic in the material specification is linked to the general characteristic.
However, for an inspection carried out on the basis of a task list, the values
specified in the task list for this master inspection characteristic are relevant.
− The control indicator for required characteristics (when the general characteristic
is obligatory.)
• ,IWKHJHQHUDOFKDUDFWHULVWLFLVRIWKHGDWDW\SH³&+$5´ you cannot change the
following data that is copied from the general characteristic when you maintain the
master inspection characteristic:
− The control indicator for qualitative characteristic type
− The control indicator for characteristic attributes
− The control indicator for summarized recording
Exactly one code is confirmed during results recording, which is subsequently
transferred to the classification
− The completion indicator is set
Master inspection characteristics that are linked to a general characteristic must
be fully maintained.
− Selected set
The selected set from catalog type 1 specified in the general characteristic is
assigned to the master inspection characteristic
You can change the following data when you maintain the master inspection
characteristic; they are only copied over as proposed values:
− Short text
Search field (is filled with the short text for the general characteristic in the logon
language)
− The control indicator for required characteristics (when the general characteristic
is obligatory); otherwise the control indicator for optional characteristics
6HHDOVR
Fields on the Data Screen [Page 55]

-XQH 
%DVLF'DWD 6$3$*
/LQNLQJD0DVWHU,QVSHFWLRQ&KDUDFWHULVWLFZLWKD*HQHUDO&KDUDFWHULVWLF

Maintenance Functions for Master Inspection Characteristics [Page 64]

Material Specification as a Planning Tool [Ext.]

 -XQH
 6$3$* %DVLF'DWD
)LHOGVRQWKH'DWD6FUHHQ

)LHOGVRQWKH'DWD6FUHHQ
This topic describes the following data entry fields for master inspection characteristics on the
data screen:
• General characteristic [Page 56]
• Maintain completely indicator [Page 58]
• Status [Page 59]
• Search field [Page 60]
• Characteristic importance [Page 61]
• Inspector qualification [Page 62]
• Share estimate [Page 63]

-XQH 
%DVLF'DWD 6$3$*
*HQHUDO&KDUDFWHULVWLF

*HQHUDO&KDUDFWHULVWLF
In the general characteristic field that you want to link with the master inspection characteristic,
you can only enter a general characteristic ZKHQ\RXFKDQJH a master inspection characteristic.
When you create a master inspection characteristic or characteristic version, nothing can be
entered in this field.

3UHUHTXLVLWHV
If you want to create a link to a general characteristic of a batch class when you change a master
inspection characteristic, certain prerequisites must be fulfilled. Which prerequisites must be
fulfilled, depends on whether the general characteristic is of the data type “180” or “&+$5”:
• ,IWKHJHQHUDOFKDUDFWHULVWLFLVRIWKHGDWDW\SH³180´ the following conditions
must be fulfilled:
− The master inspection characteristic must be quantitative
− In the master inspection characteristic, the control indicators for the upper and/or
lower tolerances must be set
− The units of measurement of both characteristics must concur
− The interval limits of the general characteristic must be maintained in conjunction
with the control indicator(s) for the master inspection characteristic tolerance(s).
The following table shows the interdependencies between the master inspection
characteristic tolerances and the general characteristic interval limits.

0DVWHULQVSHFWLRQFKDUDFWHULVWLF *HQHUDOFKDUDFWHULVWLF
Upper tolerance only Lower limit, no upper limit
Lower tolerance only Upper limit, no lower limit
Both tolerances Both limits

• ,IWKHJHQHUDOFKDUDFWHULVWLFLVRIWKHGDWDW\SH³&+$5´ the following conditions

must be fulfilled:
− The master inspection characteristic must be qualitative
− In the master inspection characteristic, the control indicator for characteristic
attributes must be set
− A selected set from catalog type 1 is assigned to the general characteristic

(IIHFWVRQWKHPDVWHULQVSHFWLRQFKDUDFWHULVWLF
If you create a link for an existing master inspection characteristic to a general characteristic,
certain data will be automatically changed in the master inspection characteristic. Which data is
changed, depends on whether the general characteristic is of the data type “180” or “&+$5”:
• ,IWKHJHQHUDOFKDUDFWHULVWLFLVRIWKHGDWDW\SH³180´ the following data is
changed:

 -XQH
 6$3$* %DVLF'DWD
*HQHUDO&KDUDFWHULVWLF

− For the results confirmation, the indicator for summarized recording is set, if the
control indicator was previously set for:
• No recording
Classified recording
All relevant data (for example, class width) is initialized.
− The control indicator for the inspection of the target value is cancelled
− The control indicator for the confirmation of measured values is set
− The number of decimal places is taken from the general characteristic
− All pairs of limits (except the tolerance limits) are initialized
− The values for the tolerances are taken from the interval limits of the general
characteristic
− If the indicator (QWU\UHTXLUHG is set in the general characteristic, the master
inspection characteristic will be a required characteristic; otherwise, it will be an
optional characteristic
• ,IWKHJHQHUDOFKDUDFWHULVWLFLVRIWKHGDWDW\SH³&+$5´ the following data is
changed:
− For the results confirmation, the indicator for summarized recording is set
− The control indicator for characteristic attributes can no longer be changed
− The selected set from catalog type 1 in the general characteristic is assigned to
the master inspection characteristic
− If method-dependent selected sets from catalog type 1 are assigned to the
master inspection characteristic, they are cancelled
− If the indicator (QWU\UHTXLUHG is set in the general characteristic, the master
inspection characteristic will be a required characteristic; otherwise, it will be an
optional characteristic

A master inspection characteristic that is coupled to a general characteristic must

be completely maintained.
6HHDOVR
Fields on the Data Screen [Page 55]
Changing a Master Inspection Characteristic [Page 85]
Linking a Master Inspection Characteristic with a General Characteristic [Page 52]
Maintenance Functions for Master Inspection Characteristics [Page 64]
Material Specification as a Planning Tool [Ext.]

-XQH 
%DVLF'DWD 6$3$*
,QGLFDWRU³0DLQWDLQ&RPSOHWHO\´

,QGLFDWRU³0DLQWDLQ&RPSOHWHO\´
If you set the 0DLQWDLQFRPSOHWHO\ indicator (in the second section of the data screen), the system
checks whether the master inspection characteristic is maintained completely. This determination
is based on the settings of other control indicators of the master inspection characteristic. For
example, if you have set the /RZHUWROHUDQFH indicator for a quantitative characteristic, the
system checks whether you have entered the lower tolerance limit.
A master inspection characteristic that is indicated as "maintain completely" can either be
referenced by or copied into task lists. A characteristic that is not maintained completely can only
be copied into a task list.

For master inspection characteristics that are linked to general characteristics,

this indicator is set automatically and cannot be changed.
6HHDOVR
Fields on the Data Screen [Page 55]
Maintenance Functions for Master Inspection Characteristics [Page 64]
Maintaining the Control Indicators [Page 65]
Using Master Inspection Characteristics [Ext.]
Linking a Master Inspection Characteristic with a General Characteristic [Page 52]

 -XQH
 6$3$* %DVLF'DWD
6WDWXV

6WDWXV
The 6WDWXV field contains the processing status of the master inspection characteristic. When you
create a master inspection characteristic, the system proposes a status of  (not released). You
can change the status that the system has proposed.
You can use the following statuses:
• 6WDWXV (not released)
By default, the system proposes a status of 1 when you create a master inspection
characteristic. This means that the master inspection characteristic cannot be used in
a task list or material specification
• 6WDWXV (released for use)
Before you can use a master inspection characteristic in a task list, you must release
it. To release a characteristic, set the status to 2.
• 6WDWXV (blocked for use)
After a master inspection characteristic has been released, you may want to prevent
its use in the future. To block a master inspection characteristic from further use, set
its status to 3. The master inspection characteristic can still be used by the task list or
material specification to which it has been previously assigned.
• 6WDWXV (marked for deletion)
If you want to delete a master inspection characteristic the next time the
reorganization program is run, set the status of the characteristic to 4. A program
checks whether the selected master inspection characteristic is used by a plan. If
there is no use reference for the master inspection characteristic, it is deleted. If the
master inspection characteristic is used, it is not deleted.
To delete a master inspection characteristic that is used in a task list or material
specification, you must first remove the use assignment. This means that you must
remove the individual references for the master inspection characteristic. To check
the use of a master inspection characteristic, you can generate a where-used list.
• 6WDWXV (archived)
A master inspection characteristic attributed with this status is archived but not yet
deleted. Changes can no longer be made to such master inspection characteristics.
6HHDOVR
Fields on the Data Screen [Page 55]
Where-Used Lists and Replacements [Ext.]
Deleting a Master Inspection Characteristic [Page 89]

-XQH 
%DVLF'DWD 6$3$*
6HDUFK)LHOG

6HDUFK)LHOG
In the 6HDUFK field you enter a word or phrase to be used as a matchcode. Therefore the word or
phrase you enter should be easy to remember and/or meaningful. When you change, display, or
delete a master inspection characteristic, you can search for a master inspection characteristic
using the word or phrase you entered in the sort field.
6HHDOVR
Fields on the Data Screen [Page 55]
Searching for a Master Inspection Characteristic [Page 87]

 -XQH
 6$3$* %DVLF'DWD
&KDUDFWHULVWLF,PSRUWDQFH

&KDUDFWHULVWLF,PSRUWDQFH
You can classify master inspection characteristics according to their importance. Master
inspection characteristics can be classified as critical characteristics, major characteristics, and
minor characteristics.
6HHDOVR
Fields on the Data Screen [Page 55]

-XQH 
%DVLF'DWD 6$3$*
,QVSHFWRU4XDOLILFDWLRQ

,QVSHFWRU4XDOLILFDWLRQ
In the last section of the data screen you can enter a code for the inspector qualification. You can
also enter an inspector qualification in an inspection method and in an inspection plan.
If a master inspection characteristic for which you entered an inspector qualification is used in an
inspection plan, the inspector qualification defined in the characteristic is valid in the plan.
If an inspection method has been assigned to the master inspection characteristic and if an
inspector qualification is defined both in the master inspection characteristic and in the inspection
method, the qualification defined in the method takes precedence in the plan. If the master
inspection characteristic is referenced in the plan, you cannot overwrite the value for the
inspector qualification. If, on the other hand, the characteristic is copied into the plan, you can
change the value for the inspector qualification.
6HHDOVR
Fields on the Data Screen [Page 55]
Maintenance Functions for Master Inspection Characteristics [Page 64]
Using Master Inspection Characteristics [Ext.]

 -XQH
 6$3$* %DVLF'DWD
6KDUH(VWLPDWH

6KDUH(VWLPDWH
In the share estimate field, you enter a two character alphanumeric code that identifies the
procedure to be used for the share estimate. In Customizing, you can call up a list of available
procedures by clicking the possible entries help function. The control indicators set for the
characteristic determine which procedures can be used. The following three procedures are
available with the Standard System:
• Normal distribution (prerequisite: control indicator for measured values and
tolerances)
• Poisson distribution (prerequisite: control indicator for the confirmation of the number
of defects)
• Binomial distribution (no prerequisites)
From the inspection results from a sample, the following statistics are estimated according to the
chosen procedure:
• Share of defect units
• Share below the tolerance limit
• Share above the tolerance limit
6HHDOVR
Fields on the Data Screen [Page 55]

-XQH 
%DVLF'DWD 6$3$*
0DLQWHQDQFH)XQFWLRQVIRU0DVWHU,QVSHFWLRQ&KDUDFWHULVWLFV

0DLQWHQDQFH)XQFWLRQVIRU0DVWHU,QVSHFWLRQ
&KDUDFWHULVWLFV
The following functions are available on the data screen for maintaining master inspection
characteristics:
Maintaining the Control Indicators [Page 65]
Maintaining Quantitative Data [Page 66] (only for quantitative characteristics)
Using a Tolerance Key [Page 67] (only for quantitative characteristics)
Classifying a Master Inspection Characteristic [Page 68]

 -XQH
 6$3$* %DVLF'DWD
0DLQWDLQLQJWKH&RQWURO,QGLFDWRUV

0DLQWDLQLQJWKH&RQWURO,QGLFDWRUV
To access the function for maintaining the control indicators, choose (GLW→&RQWUROLQGLFDWRUV.
The first dialog box for maintaining the control indicators is displayed. To continue processing
and to access the second dialog box for maintaining the control indicators, choose (17(5.
With the control indicators that you maintain in these two dialog boxes you influence the
processing of the characteristic according to the following criteria:
• 7ROHUDQFHOLPLWV
In the first dialog box, you determine whether a TXDQWLWDWLYH master inspection
characteristic should have an upper and/or lower tolerance limit and whether the
target value should be checked.
• &KDUDFWHULVWLFDWWULEXWHV
For a TXDOLWDWLYH master inspection characteristic, you determine whether, during
results recording, you refer to already valuated codes of a selected set (you set &KDU
DWWULEXWHV indicator) or whether you valuate manually (you do not set the &KDU
DWWULEXWHV indicator).
Setting the indicator for the characteristic attributes affects the assignment of code
groups or selected sets to the characteristic.
• 6DPSOLQJSURFHGXUH
You define whether a sampling procedure must be assigned when the master
inspection characteristic is used in the task list or in the material specification.
• 7\SHRIUHVXOWVUHFRUGLQJ
You define the type of results recording for the characteristic. You determine, for
example, whether individual results or only summarized statistical values are to be
recorded, or if no results are to be recorded for the characteristic.
• 'HIHFWVUHFRUGLQJ
You define whether defects are recorded if this characteristic is rejected. If you set
this indicator when assigning inspection catalogs according to characteristic type, you
can enter a defect code for a rejection in general or for a rejection based on a breach
of the upper and/or lower tolerance limits
• ,QVSHFWLRQUHTXLUHG
You define whether the master inspection characteristic is optional, required, or
conditional.
6HHDOVR
Maintenance Functions for Master Inspection Characteristics [Page 64]
Assigning Code Groups or Selected Sets [Page 70]
Sample Determination and Dynamic Modification: Contents [Page 113]
Maintaining Master Inspection Characteristics for Control Charts [Ext.]
Inspection Results [Ext.]
Defects Recording [Ext.]

-XQH 
%DVLF'DWD 6$3$*
0DLQWDLQLQJ4XDQWLWDWLYH'DWD

0DLQWDLQLQJ4XDQWLWDWLYH'DWD
To access the function for maintaining quantitative data, you choose *RWR → 4XDQWLWDWLYHGDWD
from the menu bar. The system displays the 4XDQWLWDWLYHGDWD dialog box. The fields displayed in
this dialog box depend on the control indicators that are set for the master inspection
characteristic.
For example, you have set the control indicators for maintaining a lower and an upper tolerance
limit. In this case, all fields that are relevant for maintaining both tolerance limits are displayed in
the dialog box. However, if you have determined that a single limit is to be maintained, only the
fields relevant for the respective tolerance limit are displayed.
When you use a tolerance key, the values are copied from the key into the dialog box for
maintaining quantitative data. These values can be overwritten.
6HHDOVR
Maintenance Functions for Master Inspection Characteristics [Page 64]

 -XQH
 6$3$* %DVLF'DWD
8VLQJD7ROHUDQFH.H\

8VLQJD7ROHUDQFH.H\
You use a tolerance key to help you enter data. A tolerance key is used to centrally define and
store the tolerance specifications for a TXDQWLWDWLYHFKDUDFWHULVWLF. For a tolerance key you
define the unit of measurement, target value, precision, and upper and lower tolerance limits.
To define a tolerance key for a quantitative master inspection characteristic:
1. Access the function by choosing *RWR→7ROHUDQFHNH\ from the menu bar.
The 7ROHUDQFH.H\ dialog box is displayed.
2. To display a list of possible entries for the 7ROHUDQFHNH\ field, move the cursor to the
field and choose the possible entries help function.
The system displays a list of available tolerance keys including their short texts.
3. Select a tolerance key from this list by double-clicking the desired key.
The system copies the selected tolerance key to the dialog box. When you check
your entry, the unit of measurement and target value defined for this key are also
displayed in the dialog box, if the appropriate indicator is set in the key.
4. To return to the data screen and continue processing, choose (17(5.
When you use a tolerance key, the system copies the tolerance specifications into the
master inspection characteristic. Depending on the setting of an indicator in the
tolerance key, the target value may or may not be copied into the characteristic. The
system administrator sets this indicator using the Customizing application during
system configuration. Another indicator, which is also set with the Customizing
application, determines whether the tolerance limits are relative values to the target
value.
6HHDOVR
Maintenance Functions for Master Inspection Characteristics [Page 64]

-XQH 
%DVLF'DWD 6$3$*
&ODVVLI\LQJD0DVWHU,QVSHFWLRQ&KDUDFWHULVWLF

&ODVVLI\LQJD0DVWHU,QVSHFWLRQ&KDUDFWHULVWLF
To classify a master inspection characteristic, you use the Classification system. To access the
classification function from the data screen, go to the menu bar and choose (QYLURQPHQW→
&ODVVLILFDWLRQ.
With the Classification system, you can group objects, such as master inspection characteristics
and inspection methods, so that you can more easily access the object at a later time.
Within the Classification system, you use classes to group the objects. The classes can also help
you access a specific object. For example, you want to change a master inspection
characteristic, but you do not remember the identifier of the characteristic. In this case, you can
use the Classification system to search for the master inspection characteristic.
Although you can assign a master inspection characteristic to a class, the search function is not
supported in this release. Searching with the Classification system will be available in a future
release.
6HHDOVR
Maintenance Functions for Master Inspection Characteristics [Page 64]
&ODVVLILFDWLRQ6\VWHP

 -XQH
 6$3$* %DVLF'DWD
$VVLJQPHQW)XQFWLRQVIRU0DVWHU,QVSHFWLRQ&KDUDFWHULVWLFV

$VVLJQPHQW)XQFWLRQVIRU0DVWHU,QVSHFWLRQ
&KDUDFWHULVWLFV
The following assignment functions are available on the data screen for maintaining master
inspection characteristics:
Assigning Code Groups or Selected Sets [Page 70]
Assigning Inspection Methods [Page 72]

-XQH 
%DVLF'DWD 6$3$*
$VVLJQLQJ&RGH*URXSVRU6HOHFWHG6HWV

$VVLJQLQJ&RGH*URXSVRU6HOHFWHG6HWV
If you want to assign code groups or selected sets to a master inspection characteristic, choose
*RWR→&DWDORJIRUFKDUDFW. from the menu bar. A dialog box is displayed in which you make
the assignments.
The following assignments are possible:
• In the $VVLJQHGLQVSFDWDORJV section, you assign catalog types and code groups or
selected sets to an inspection characteristic.
• In the 'HIHFWFRGHVIRUUHMHFWLRQ, you assign code groups and codes from the defects
catalog (catalog type 9) to a master inspection characteristic. These are used to
create a defect data record for inspection characteristics that are rejected during
results recording.
6HHDOVR
Catalogs [Page 25]
Defects Recording [Ext.]

$VVLJQLQJFRGHJURXSVRUVHOHFWHGVHWV
If you are processing a quantitative characteristic or a qualitative characteristic for which the
characteristic attributes indicator is QRW set, you can assign up to four code groups or selected
sets in this dialog box.
You can assign up to five code groups or selected sets for a qualitative characteristic with
characteristic attributes.
If you are processing a qualitative characteristic for which the FKDUDFWHULVWLFDWWULEXWHV indicator
is set, you can assign up to five code groups or selected sets. In this case the system
automatically enters catalog type 1 in the first column (&) and sets the selected set indicator (66)
in the first line for assignments. This means that you must assign a selected set as the catalog
entry for the first assignment. In this case, catalog type 1 can only be entered here.
To assign code groups or selected sets to a master inspection characteristic:
1. Enter a catalog type in the & column.

You FDQQRW assign selected sets from catalog type 1 to quantitative

characteristics or qualitative characteristics for which the characteristic attributes
indicator is not set.
2. In the 66 column you indicate whether you want to assign a selected set or a code
group. To assign a selected set, mark this column.
If you are processing a qualitative characteristic for which the characteristic attributes
indicator is set, the system automatically marks this column. This means that you
must assign a selected set as the catalog entry for the first assignment.
3. In the &*U66HW column, enter the identifier of a code group or a selected set that is
contained in the catalog type. To display a list of code groups or selected sets from
which you can make a selection, enter an in this field or select the possible entries
help function.

 -XQH
 6$3$* %DVLF'DWD
$VVLJQLQJ&RGH*URXSVRU6HOHFWHG6HWV

To limit the number of code groups or selected sets displayed in the list, you can
enter an followed by one or more characters. For example, if you enter FJ the
system lists all code groups or selected sets that end with CG.
If you select a selected set from the list, the system automatically copies the plant of
the selected set to the 3OQW field. If you enter a selected set manually, you must also
enter the plant manually.
4. After you have made the assignments, choose &KHFN to have the system check your
entries.
You can display the entries for the assigned catalog type by positioning the cursor in
the catalog type or code group field and selecting 'LVSFDWDORJHQWULHV..
5. To return to the data screen and continue processing, choose (17(5.

$VVLJQLQJDGHIHFWFRGH
In the bottom section of the dialog box, you can assign up to three code groups and codes from
the defects catalog (catalog type 9) to the master inspection characteristic. These are useful in
the case of a rejection. You can assign the following defect codes:
• For a general rejection
• For a rejection when the upper tolerance limit is exceeded
• For a rejection when the lower tolerance limit is not met
The defect code for a general rejection can always be entered. The code for an upper or lower
tolerance limit rejection can only be entered, if the corresponding tolerance limit for the
characteristic is maintained in the control indicator of the quantitative characteristic.
If you have defined tolerance limits for a characteristic and you do not maintain the
corresponding codes for the tolerance limit rejections, then the code for a general rejection will be
used in the results recording if a characteristic is rejected.

If the control indicator for defects recording is set and you have not even
maintained the code for a general rejection, then the manual defects recording is
automatically called up during defects recording, if a characteristic is rejected.
You can find further information about defect codes and choosing defect codes under the F1 help
function.
6HHDOVR
Assignment Functions for Master Inspection Characteristics [Page 69]

-XQH 
%DVLF'DWD 6$3$*
$VVLJQLQJ,QVSHFWLRQ0HWKRGV

$VVLJQLQJ,QVSHFWLRQ0HWKRGV
To access the function for assigning inspection methods to a master inspection characteristic,
choose *RWR→0HWKRGVIRUFKDUDFW.
The $VVLJQHG,QVS0HWKRGV dialog box is displayed. You can assign as many inspection
methods as you want to a master inspection characteristic.
To assign inspection methods to a master inspection characteristic, you can:
• Enter an inspection method identifier directly in the 0HWKRG field
• Use a matchcode to search for an inspection method by selecting the possible entries
help in the 0HWKRG field. You can search via the search field or via class.
• Access the method selection function to get a list of inspection methods
Use the first two methods (direct entry and matchcode) when you want to assign one inspection
method at a time. Use the method selection function when you want to assign several methods at
the same time.

8VLQJWKH0HWKRG6HOHFWLRQ)XQFWLRQ
To use the inspection method function:
1. Choose 0HWKRGVHOHFWLRQ on the $VVLJQHG,QVS0HWKRGV screen.
The system displays a dialog box, ,QVSPHWKRGV6HOHFWLRQ, in which you enter the
selection criteria for the inspection method list. The system enters an in the 3ODQW V
field as well as in the ,QVSPHWKRGV field. If you accept the default in these fields, all
inspection methods in all plants are displayed in the list. However, you can change
the default selection criteria. Refer to the F1 help function for more information on the
possible entries in the individual fields.
2. After you have entered the selection criteria, choose (17(5.
The system displays the inspection method list. From this list you can select as many
inspection methods as you want.
3. To select an inspection method, move the cursor to the inspection method and
choose 6HOHFW'HVHOHFW. The inspection method is highlighted.
To deselect an inspection method, move the cursor to the inspection method and
choose 6HOHFW'HVHOHFW again.
4. To copy over the selected inspection method(s), choose (17(5.
The system returns to the $VVLJQHG,QVS0HWKRGV dialog box and copies over the
inspection method(s) you selected.
5. To return to the data screen and continue processing, choose (17(5.

When you manually enter an inspection method or select an inspection method

using the method selection function, the current version of the inspection method
is assigned to the master inspection characteristic. When you search for an
inspection method using a matchcode, all inspection method versions are
displayed in the list and can be assigned.

 -XQH
 6$3$* %DVLF'DWD
$VVLJQLQJ,QVSHFWLRQ0HWKRGV

$GGLWLRQDO)XQFWLRQV
From the $VVLJQHG,QVS0HWKRGV screen you can:
• Check an assignment
After you have assigned the methods, you can have the system check your entries.
• Delete a method assignment
To delete an inspection method that has already been assigned to a master
inspection characteristic, position the cursor on the method and choose 'HOHWH
PHWKRG. The system displays a dialog box in which you are asked to confirm that you
want to delete the method. To delete the method, choose (17(5.
• Display a method
To display an inspection method, move the cursor to the desired inspection method
and choose 'LVSOD\PHWKRG.
• Assign code groups or selected sets to a method
To assign code groups or selected sets to an inspection method, move the cursor to
the desired method and choose &DWIRUPHWK. A dialog box is displayed in which you
make the assignments. The function for assigning catalog entries to an inspection
method is similar to the function for assigning catalog entries to a master inspection
characteristic.
You can assign code groups or selected sets to master inspection characteristics as
well as to inspection methods. If code groups and selected sets are assigned to both
of these, the code groups or selected sets assigned to the method take precedence in
the plan. Catalog entries assigned to the master inspection characteristic are merged
for each position, if the position is empty. For example, the PHWKRG has catalog
entries for positions 1, 2 and 4 while the FKDUDFWHULVWLc has catalog entries for
positions 1, 2 and 3. The entries from the method and characteristic are merged in
the plan. The result is that the catalog entry for position 3 is taken from the
characteristic and added to the catalog entries of the method.
6HHDOVR
Assignment Functions for Master Inspection Characteristics [Page 69]
Assigning Code Groups or Selected Sets [Page 70]

-XQH 
%DVLF'DWD 6$3$*
7H[W3URFHVVLQJ)XQFWLRQVIRU0DVWHU,QVSHFWLRQ&KDUDFWHULVWLFV

7H[W3URFHVVLQJ)XQFWLRQVIRU0DVWHU,QVSHFWLRQ
&KDUDFWHULVWLFV
The following text processing functions are available on the data screen for maintaining master
inspection characteristics on the data screen:
Entering Long Text [Page 75]
Maintaining Texts in Multiple Languages [Page 76]
Entering a Sampling Text [Page 77]
Entering Additional Details [Page 78]

 -XQH
 6$3$* %DVLF'DWD
(QWHULQJ/RQJ7H[W

(QWHULQJ/RQJ7H[W
To add a long text to a short text:
1. Choose (GLW→/RQJWH[W from the menu bar. The system copies over the short text
as the first line of the long text.
2. After you have entered a long text, save it.
3. Finally, return to the data screen. The system has set the /RQJWH[W indicator.
6HHDOVR
Text Processing Functions for Master Inspection Characteristics [Page 74]

-XQH 
%DVLF'DWD 6$3$*
0DLQWDLQLQJ7H[WVLQ0XOWLSOH/DQJXDJHV

0DLQWDLQLQJ7H[WVLQ0XOWLSOH/DQJXDJHV
(QWHULQJ6KRUW7H[W
To enter the short and long text in additional languages, choose *RWR→$GGLWLRQDOODQJXDJHV
from the data screen.
A dialog box, $GGLWLRQDO/DQJXDJHV, is displayed in which you can enter the short text in as many
languages as have been defined for your system.

(QWHULQJ/RQJ7H[WLQ$QRWKHU/DQJXDJH
1. Move the cursor to the short text line that contains the language in which you want to
enter the long text.
2. Call up long text processing.
The procedure for entering the long text is described in Entering Long Text [Page 75].
3. Return to the $GGLWLRQDO/DQJXDJHV dialog box.
If you want to change text that you originally entered in the $GGLWLRQDO/DQJXDJHV dialog box,
move the cursor to the line that you want to change and choose &KDQJHVKRUWWH[W. The text can
now be edited. To delete all entries (short and long text) for a language, move the cursor to the
language that you want to delete and choose 'HOHWHWH[W.
To return to the data screen from the $GGLWLRQDO/DQJXDJHV dialog box, choose (17(5.
6HHDOVR
Text Processing Functions for Master Inspection Characteristics [Page 74]

 -XQH
 6$3$* %DVLF'DWD
(QWHULQJD6DPSOLQJ7H[W

(QWHULQJD6DPSOLQJ7H[W
You use this function when you want to describe the sampling for the master inspection
characteristic.
1. To access the function, choose *RWR→6DPSOLQJWH[W from the menu bar.
The system displays the 6DPSOLQJ7H[W dialog box.
2. In this dialog box, you specify a language key in the /DQJXDJH column.
3. To enter a long text describing the sampling, move the cursor to the language line
and call up the long text processing. How to enter a long text is described in Entering
Long Text [Page 75].
When you save the long text, the system sets the /RQJWH[W indicator.
To delete the text in a specific language, move the cursor to the desired line and
choose 'HOHWHWH[W. The text is immediately deleted.
4. To return to the data screen and continue processing, choose (17(5.
6HHDOVR
Text Processing Functions for Master Inspection Characteristics [Page 74]

-XQH 
%DVLF'DWD 6$3$*
(QWHULQJ$GGLWLRQDO'HWDLOV

(QWHULQJ$GGLWLRQDO'HWDLOV
To enter additional information about a master inspection characteristic, choose *RWR →
,QIRUPDWLRQ→$GGLWLRQDOGHWDLOV.
The system displays a dialog box with three fields in which you can enter text about the master
inspection characteristic. The information you enter in these three fields is not used by the
system. These fields store information that is used only by your company.
To return to the data screen from the information dialog box, choose (17(5.
6HHDOVR
Text Processing Functions for Master Inspection Characteristics [Page 74]

 -XQH
 6$3$* %DVLF'DWD
'LVSOD\)XQFWLRQVIRU0DVWHU,QVSHFWLRQ&KDUDFWHULVWLFV

'LVSOD\)XQFWLRQVIRU0DVWHU,QVSHFWLRQ&KDUDFWHULVWLFV
The following display functions are available to you on the data screen:
Displaying the Time Line [Page 80]
Displaying the Field History [Page 81]
Displaying Administrative Data [Page 82]
Displaying a General Characteristic [Page 83]
Displaying a Material Specification [Page 84]

-XQH 
%DVLF'DWD 6$3$*
'LVSOD\LQJWKH7LPH/LQH

'LVSOD\LQJWKH7LPH/LQH
To display the time line for a master inspection characteristic, go to the data screen menu bar
and choose 'HWDLOV→7LPHOLQH. The system displays a list of all valid versions of the master
inspection characteristic according to when they are valid.
To display a specific master inspection characteristic version, move the cursor to the desired line
in the list and select the characteristic version with a double-click or using &KRRVHFKDUDF.
The system displays the data screen for that particular master inspection characteristic.
6HHDOVR
Display Functions for Master Inspection Characteristics [Page 79]

 -XQH
 6$3$* %DVLF'DWD
'LVSOD\LQJWKH)LHOG+LVWRU\

'LVSOD\LQJWKH)LHOG+LVWRU\
To display the history of changes made to fields in a master inspection characteristic, choose
'HWDLOV→)LHOGKLVWRU\.
If the changes to a master inspection characteristic were made ZLWKRXWKLVWRU\, the system
displays only the current value in the field as the field history. If the changes were made ZLWK
KLVWRU\, the system lists all changes with the name of the user who changed the field, the date
the field was changed, and all the previous values of the field.
6HHDOVR
Display Functions for Master Inspection Characteristics [Page 79]

-XQH 
%DVLF'DWD 6$3$*
'LVSOD\LQJ$GPLQLVWUDWLYH'DWD

'LVSOD\LQJ$GPLQLVWUDWLYH'DWD
The system maintains additional information about a master inspection characteristic, such as
the time period for which it is valid, the user who created the master inspection characteristic, the
date it was created, and, if applicable, who changed the inspection characteristic and when. To
display this information, choose *RWR→,QIRUPDWLRQ →0DLQWHQDQFHGDWD.
The above-mentioned information is displayed in a dialog box. To return to the data screen,
choose (17(5.
6HHDOVR
Display Functions for Master Inspection Characteristics [Page 79]

 -XQH
 6$3$* %DVLF'DWD
'LVSOD\LQJD*HQHUDO&KDUDFWHULVWLF

'LVSOD\LQJD*HQHUDO&KDUDFWHULVWLF
If you create a reference to a general characteristic in a master inspection characteristic, you can
display the data in the general characteristic. To do this, choose (QYLURQPHQW→'LVSOD\JHQ
FKDUDFfrom the menu bar.
A screen appears, displaying the basic data of the general characteristic.
6HHDOVR
Display Functions for Master Inspection Characteristics [Page 79]
Linking a Master Inspection Characteristic with a General Characteristic [Page 52]
General Characteristic [Page 56]
You can find more detailed information about general characteristics in the classification system
in the documentation for the &ODVVLILFDWLRQ6\VWHP.

-XQH 
%DVLF'DWD 6$3$*
'LVSOD\LQJD0DWHULDO6SHFLILFDWLRQ

'LVSOD\LQJD0DWHULDO6SHFLILFDWLRQ
For a master inspection characteristic that you used in material specifications, you can display
the material specifications by choosing (QYLURQPHQW→0DWHULDOVSHF
A dialog box appears, displaying a list of all occurrences of the master inspection characteristic in
material specifications.
To display the data for a material specification, position the cursor on the material specification
and choose 'LVSOD\VSHF. You reach the display screen for characteristic assignments in the
material specification.
6HHDOVR
Display Functions for Master Inspection Characteristics [Page 79]
Material Specification as a Planning Tool [Ext.]

 -XQH
 6$3$* %DVLF'DWD
&KDQJLQJD0DVWHU,QVSHFWLRQ&KDUDFWHULVWLF

&KDQJLQJD0DVWHU,QVSHFWLRQ&KDUDFWHULVWLF
1. From the main menu, choose /RJLVWLFV→4XDOLW\PDQDJHPHQW→4XDOLW\SODQQLQJ→
%DVLFGDWD.
The system displays the initial screen for the basic data.
2. Choose,QVS FKDUDF →&KDQJH.
The system displays the initial screen for changing a master inspection characteristic.
3. On the initial screen, enter the plant and identifier of the master inspection
characteristic that you want to change.
If you do not remember the identifier, you can use one of several methods to search
for a master inspection characteristic [Page 87].
4. After you have made the required entries, choose *RWR→0DVWHULQVSFKDUDF.
The system displays the data screen.
5. On this screen you can make the required changes. Data can be entered in all fields.
Additionally, you can call up maintenance, assignment text processing functions for
master inspection characteristics here and make changes to them.
Moreover, you can link a master inspection characteristic to a general characteristic
[Page 56] from a batch class, if a link does not already exist.
Save the changes that you have made.
The system returns to the initial screen and confirms that the master inspection
characteristic has been changed.

When you use the task to change a master inspection characteristic for which a
control key with the Fixed indicator was used, you FDQQRW change or delete he
control indicators. The fields that are set according to the control indicators from
the control key are not ready for input on the data screen or in the dialog boxes
for maintaining the control indicators.
6HHDOVR
Fields on the Data Screen [Page 55]
Maintenance Functions for Master Inspection Characteristics [Page 64]
Assignment Functions for Master Inspection Characteristics [Page 69]
Text Processing Functions for Master Inspection Characteristics [Page 74]
Display Functions for Master Inspection Characteristics [Page 79]

&KDQJLQJD0DVWHU,QVSHFWLRQ&KDUDFWHULVWLF7KDWLV8VHG
When you change a master inspection characteristic that is referenced in an inspection plan and
you make the changes ZLWKRXWKLVWRU\, the changes are also applicable to the inspection plan.
The changes affect the inspection plan because the system has not created a new master
inspection characteristic version.

-XQH 
%DVLF'DWD 6$3$*
&KDQJLQJD0DVWHU,QVSHFWLRQ&KDUDFWHULVWLF

However, if you change the characteristic ZLWKKLVWRU\, the system creates a new version with
the same validity period as the master inspection characteristic that you changed. In this case,
the change does not affect the inspection plan, because it still uses the previous version of the
master inspection characteristic.
6HHDOVR
How Does the System Manage History? [Page 21]

 -XQH
 6$3$* %DVLF'DWD
6HDUFKLQJIRUD0DVWHU,QVSHFWLRQ&KDUDFWHULVWLF

6HDUFKLQJIRUD0DVWHU,QVSHFWLRQ&KDUDFWHULVWLF
8VLQJD0DWFKFRGH
To search for a master inspection characteristic using a matchcode, move the cursor to the 0VWU
LQVSFKDUDFW. field and choose the possible entries help function. You can use the sort field when
you search for a master inspection characteristic using the matchcode.
For complete information about using matchcodes to search for records such as master
inspection characteristics, refer to *HWWLQJ6WDUWHGZLWKWKH56\VWHm.

8VLQJDQ$VWHULVN
You can search "generically" for a master inspection characteristic by entering an in the 0VWU
LQVSFKDUDFW. field. When you enter an , the system displays a list of all valid master inspection
characteristic versions. To select a characteristic from the list, move the cursor to the desired
master inspection characteristic and double-click it.
To limit the number of master inspection characteristics displayed in the list, you can enter an
followed by one or more characters. For example, when you enter FK the system lists all valid
master inspection characteristic versions that end with CH. If there is only one master inspection
characteristic version that meets the generic search criterion, the system goes directly to the data
screen and displays the information about the master inspection characteristic.

8VLQJWKH.H\'DWH
To limit the list of master inspection characteristics to a specific time period, enter a date in the
.H\GDWH field. For each master inspection characteristic the system displays the versions that
are valid on the date you entered.

-XQH 
%DVLF'DWD 6$3$*
'LVSOD\LQJD0DVWHU,QVSHFWLRQ&KDUDFWHULVWLF

'LVSOD\LQJD0DVWHU,QVSHFWLRQ&KDUDFWHULVWLF
1. Choose /RJLVWLFV→4XDOLW\PDQDJHPHQW→4XDOLW\SODQQLQJ→%DVLFGDWD.
The system displays the initial screen for the basic data.
2. Choose,QVS FKDUDF→'LVSOD\.
The system displays the initial screen for displaying a master inspection
characteristic.
3. On the initial screen you must enter the plant and the identifier of the master
inspection characteristic you want to display.
If you do not remember the identifier of a master inspection characteristic, you can
search for a characteristic [Page 87] by using a matchcode or by creating a list of
master inspection characteristics from which you can select one.
4. After you have made the required entries, choose *RWR → 0DVWHULQVSFKDUDF.
The data for the selected master inspection characteristic is displayed on the data
screen.
6HHDOVR
Display Functions for Master Inspection Characteristics [Page 79]

 -XQH
 6$3$* %DVLF'DWD
'HOHWLQJD0DVWHU,QVSHFWLRQ&KDUDFWHULVWLF

'HOHWLQJD0DVWHU,QVSHFWLRQ&KDUDFWHULVWLF
1. Choose /RJLVWLFV → 4XDOLW\PDQDJHPHQW→4XDOLW\SODQQLQJ→%DVLFGDWD.
The system displays the initial screen for the basic data.
2. Choose,QVS FKDUDF→'HOHWH.
The system displays the initial screen for deleting a master inspection characteristic.
3. On the initial screen you must enter the plant and the identifier of the master
inspection characteristic you want to delete.
If you do not remember the identifier of a master inspection characteristic, you can
search for a characteristic [Page 87] by using a matchcode or by creating a list of
master inspection characteristics from which you can select one.

You cannot delete a master inspection characteristic online, if the characteristic is

used by an inspection plan or a material specification (if this is so, the usage
indicator will be set). In this case you must first eliminate all uses of the master
inspection characteristic by deleting it from the inspection plans and then set the
master inspection characteristic status to 4 (set for deletion). The master
inspection characteristic will be deleted during the next reorganization.
4. After you have made the required entries, choose *RWR → 0DVWHULQVSFKDUDF
The system accesses the data screen for the selected master inspection
characteristic.
5. To delete the selected master inspection characteristic, choose &KDUDF→'HOHWH
A dialog box is displayed in which you confirm that you want to delete the master
inspection characteristic. To delete the characteristic, move the cursor to Yes and
choose (17(5.
The system returns to the data screen and confirms that the master inspection
characteristic was deleted.
6HHDOVR
Display Functions for Master Inspection Characteristics [Page 79]

-XQH 
%DVLF'DWD 6$3$*
40%DVLF'DWD0HQX%DU

40%DVLF'DWD0HQX%DU
To call up the QM basic data menu from the main menu, choose /RJLVWLFV→4XDOLW\
PDQDJHPHQW→4XDOLW\SODQQLQJ→%DVLFGDWD.

 -XQH
 6$3$* %DVLF'DWD
$XWKRUL]DWLRQ*URXS

$XWKRUL]DWLRQ*URXS
8VH
If you define an authorization group for master data activities, you can have the system check
whether a user has the authorization to process master inspection characteristics or inspection
methods.
You define the authorization groups in Customizing for $XWKRUL]DWLRQ0DQDJHPHQW. For more
information about authorization management, refer to the Implementation Guide (IMG) for 4XDOLW\
0DQDJHPHQW (%DVLF6HWWLQJVDQG(QYLURQPHQW).

)HDWXUHV
For the QM master data PDVWHULQVSHFWLRQFKDUDFWHULVWLFV and LQVSHFWLRQPHWKRGs, you can
have the system carry out an authorization check for the following activities:
• Create
• Create version
• Change
• Display
• Delete
• Change authorization group
• Reference inspection method (in master inspection characteristic or task list)
• Reference master inspection characteristic (in task list, certificate profile, or material
specification)

-XQH 
%DVLF'DWD 6$3$*
,QVSHFWLRQ0HWKRGV

,QVSHFWLRQ0HWKRGV
This section deals with the inspection methods function in the QM component. You will find out
how to create, change and delete inspection methods.

2YHUYLHZRI,QVSHFWLRQ0HWKRGV>3DJH@
0DLQWDLQLQJ,QVSHFWLRQ0HWKRGV>3DJH@
&UHDWLQJDQ,QVSHFWLRQ0HWKRG>3DJH@
(QWU\)LHOGVRQWKH'DWD6FUHHQIRU,QVSHFWLRQ0HWKRGV>3DJH@
)XQFWLRQVIRU,QVSHFWLRQ0HWKRGV>3DJH@
&KDQJLQJDQ,QVSHFWLRQ0HWKRG>3DJH@
'LVSOD\LQJDQ,QVSHFWLRQ0HWKRG>3DJH@
'HOHWLQJDQ,QVSHFWLRQ0HWKRG>3DJH@

 -XQH
 6$3$* %DVLF'DWD
2YHUYLHZRI,QVSHFWLRQ0HWKRGV

2YHUYLHZRI,QVSHFWLRQ0HWKRGV
Inspection methods define the procedures by which inspections should or must be carried out.
An inspection method describes KRZ to inspect a characteristic. To support inspection planning,
you can create inspection methods as individual master records. You cannot enter inspection
methods directly into a master inspection characteristic or an inspection plan. Instead, you use
the inspection method, which has been created as a master record, in the characteristic or plan.

+RZLVDQ,QVSHFWLRQ0HWKRG8VHG"
After an inspection method has been created as a master record, you can assign it to master
inspection characteristics and inspection plans. The first time an inspection method is assigned,
the system sets a usage indicator in the inspection method. This indicator is relevant when you
delete an inspection method.
To determine which master inspection characteristics and inspection plans use an inspection
method (a where-used list), you can run an online report. You can also replace an inspection
method in an inspection plan.
6HHDOVR
Maintaining Inspection Methods [Page 94]
Assigning Inspection Methods [Page 72]
Using Inspection Methods [Ext.]
Where-Used Lists and Replacements [Ext.]

-XQH 
%DVLF'DWD 6$3$*
0DLQWDLQLQJ,QVSHFWLRQ0HWKRGV

0DLQWDLQLQJ,QVSHFWLRQ0HWKRGV
This topic describes the maintenance functions for inspection methods. These functions include:
• Creating an Inspection Method [Page 95]
• Changing an Inspection Method [Page 106]
• Displaying an Inspection Method [Page 111]
• Deleting an Inspection Method [Page 112]
This topic describes how to access these functions from the basic data menu bar of the QM
component, and not from the SAP main menu bar. To access the QM component basic data
menu bar from the SAP main menu bar, select /RJLVWLFV→4XDOLW\PDQDJHPHQW→4XDOLW\
SODQQLQJ→40VSHFEDVLFGDWD
For additional information about how to access the tasks within the QM component and the help
functions, refer to *HWWLQJVWDUWHGZLWKWKH56\VWHP.

6FUHHQ6HTXHQFHIRU0DLQWHQDQFH)XQFWLRQV
The screens for inspection methods (initial screen, data screen) and how you access them are
the same for all inspection method functions (create, change, display, delete).

,QLWLDO6FUHHQ
After you access the inspection method functions, the initial screen is displayed. On the initial
screen for the functions to change, delete, and display inspection methods, you enter the plant,
inspection method identifier, and key date.
The initial screen for creating an inspection method or an inspection method version contains
additional fields. On the initial screen for the create functions, you must enter a plant. You can
enter an inspection method identifier, or you can let the system assign a number. Furthermore,
you can enter a date from which the inspection method or the inspection method version is valid.
In the second section of the screen you can enter information about an already existing
inspection method. This inspection method is used as a model for creating a new inspection
method or version.

'DWD6FUHHQ
After you have entered the required data on the initial screen, you access the screen on which
you maintain the data about the inspection method.
6HHDOVR
For a description of versions in the QM component and of the use of master records as copy
models for creating other master records, see Maintaining QM Master Data [Page 8]

 -XQH
 6$3$* %DVLF'DWD
&UHDWLQJDQ,QVSHFWLRQ0HWKRG

&UHDWLQJDQ,QVSHFWLRQ0HWKRG
To create an inspection method as a master record in the QM component, proceed as follows:
1. Select /RJLVWLFV → 4XDOLW\PDQDJHPHQW → 4XDOLW\SODQQLQJ → %DVLFGDWD.
The system displays the initial screen for the basic data.
2. Select ,QVSHFWLRQ PHWKRG→&UHDWH.
The system displays the initial screen.
3. Enter the plant.
The inspection method identifier is optional. If you do not enter an identifier
(alphanumeric), the system assigns a number from a predefined number range.
In the field 9DOLGIURP, the system proposes the current date as the beginning date for
the validity period of the inspection method. You can enter a different beginning date
(the date you enter must be in the future).
4. After you have entered all the required data, select *RWR→,QVSHFWLRQPHWKRGV.
The system displays the data screen.
5. On the data screen you must enter at least a 6KRUWWH[W and a 6HDUFKILHOG. All other
fields are optional fields.
6. When you have finished, save your entries.
The system returns to the initial screen and issues a confirmation message that the
inspection method was created.
6HHDOVR
Entry Fields on the Data Screen for Inspection Methods [Page 96]
Functions for Inspection Methods [Page 102]

-XQH 
%DVLF'DWD 6$3$*
(QWU\)LHOGVRQWKH'DWD6FUHHQIRU,QVSHFWLRQ0HWKRGV

(QWU\)LHOGVRQWKH'DWD6FUHHQIRU,QVSHFWLRQ0HWKRGV
This topic describes the following fields on the data screen:
• Status [Page 97]
• Search Field [Page 98]
• Inspector Qualification [Page 99]
• Authorization Group [Page 91]

 -XQH
 6$3$* %DVLF'DWD
6WDWXV

6WDWXV
The 6WDWXV field contains the processing status of the inspection method. When you create an
inspection method, the system proposes a status of  (not released). You can change the status
that the system has proposed.
You can use the following statuses:
• 6WDWXV (not released)
By default, the system proposes this status when you create an inspection method.
This means that the inspection method cannot be used in a master inspection
characteristic or in an inspection plan
• 6WDWXV (released for use)
Before you can use an inspection method in a characteristic or an inspection plan,
you must release it.
• 6WDWXV (can no longer be used)
After an inspection method has been released, you may want to prevent its use in the
future. The inspection method can still be used by master inspection characteristics or
inspection plans to which it has been previously assigned.
• 6WDWXV (marked for deletion)
You set this status, if you want to delete an inspection method during the next
reorganization program run. A program checks whether the selected inspection
method is used by a characteristic or plan. If there is no use reference for the
inspection method, it is deleted. If the inspection method is used, it is not deleted.
In order to delete an inspection method that is used in a master inspection
characteristic or inspection plan, you must first remove the use assignment. This
means that you must remove the inspection method from the master inspection
characteristic and/or inspection plan. To check the usage of an inspection method,
you can generate a where-used list.
• 6WDWXV (archived)
An inspection method marked as such is archived but not yet deleted. Changes can
no longer be made to this inspection method.
6HHDOVR
Where-Used Lists and Replacements [Ext.]
Deleting an Inspection Method [Page 112]

-XQH 
%DVLF'DWD 6$3$*
6HDUFK)LHOG

6HDUFK)LHOG
In the 6HDUFKILHOG you enter a “keyword,” to be used in a matchcode search. Therefore the word
or phrase you enter should be easy to remember and/or meaningful.
When you change, display, or delete an inspection method, you can search for an inspection
method using the word or phrase you entered in the sort field.

 -XQH
 6$3$* %DVLF'DWD
,QVSHFWRU4XDOLILFDWLRQ

,QVSHFWRU4XDOLILFDWLRQ
In the last section of the data screen you can enter a code for the inspector qualification. You can
display a list of inspection qualifications by selecting the possible entries help function. To select
a qualification from the list, move the cursor to the required qualification and double-click the left-
hand mouse button.
You can enter an inspector qualification in an inspection method, a master inspection
characteristic, and an inspection plan.
6HHDOVR
Creating a Master Inspection Characteristic [Page 50].

-XQH 
%DVLF'DWD 6$3$*
0XOWLSOH/DQJXDJH7H[W3URFHVVLQJ

0XOWLSOH/DQJXDJH7H[W3URFHVVLQJ
To enter the short and long text in additional languages, choose *RWR →$GGLWLRQDOODQJXDJHV
from the menu bar.
A dialog box, $GGLWLRQDO/DQJXDJHV, is displayed in which you can enter the short text in as many
languages as have been defined for your system.
To enter the long text in another language:
1. Move the cursor to the line that contains the language in which you want to enter the
long text.
2. Call up the long text processing.
The procedure for entering the long text is described in Long Text Processing [Page
103].
3. To return to the $GGLWLRQDO/DQJXDJHV dialog box, choose 7H[W→(QG.
If you want to change text that you originally entered in the $GGLWLRQDO/DQJXDJHV dialog box,
move the cursor to the line that you want to change and choose &KDQJHVKRUWWH[W. The selected
line is highlighted (this means that the text can be edited). To delete all entries (short and long
text) for a language, move the cursor to the language that you want to delete and choose 'HOHWH
WH[W.
To return to the data screen from the $GGLWLRQDO/DQJXDJHV dialog box, choose (17(5.

 -XQH
 6$3$* %DVLF'DWD
&ODVVLILFDWLRQ

&ODVVLILFDWLRQ
To classify an inspection method, you can use the Classification System. To access the
classification function from the data screen, choose (QYLURQPHQW→&ODVVLILFDWLRQ.
With the Classification System, you can group objects, such as inspection methods and master
inspection characteristics, so that you can access the object more easily at a later date.
Within the Classification System, you use classes to group the objects. The classes to help you
access a specific object. For example, you want to change an inspection method, but you do not
remember the identifier of the method and you do not want to use the matchcode. In this case,
you can use the Classification System to search for the inspection method.
For information about the Classification System, refer to the documentation on 7KH&ODVV
6\VWHP.

-XQH 
%DVLF'DWD 6$3$*
)XQFWLRQVIRU,QVSHFWLRQ0HWKRGV

)XQFWLRQVIRU,QVSHFWLRQ0HWKRGV
From the data screen, you can call up the following functions:
• Long Text Processing [Page 103]
• Multiple-Language Text Processing [Page 100]
• Classification [Page 101]
• Administrative Data [Page 104]
• Additional Details [Page 105]

 -XQH
 6$3$* %DVLF'DWD
/RQJ7H[W3URFHVVLQJ

/RQJ7H[W3URFHVVLQJ
To add a long text to a short text, proceed as follows:
1. Call up the long text processing by choosing (GLW →6HOHFWORQJWH[W.
The system copies over the short text as the first line of the long text.
2. Enter your long text and save it.
3. Finally, close the function.
The system returns to the data screen. The /RQJWH[W field is marked.

-XQH 
%DVLF'DWD 6$3$*
$GPLQLVWUDWLYH'DWD

$GPLQLVWUDWLYH'DWD
The system maintains additional information about an inspection method, such as the time period
for which it is valid, the user who created the inspection method, the date it was created, and, if
applicable, who changed the inspection method and when. To display this information, choose
*RWR→,QIRUPDWLRQ→$GPLQLVWUDWLYHGDWD from the menu bar.
The above mentioned information is displayed in a dialog box. To return to the data screen,
choose (17(5.

 -XQH
 6$3$* %DVLF'DWD
$GGLWLRQDO'HWDLOV

$GGLWLRQDO'HWDLOV
To enter additional information about an inspection method, choose *RWR→,QIRUPDWLRQ→
'HWDLOV from the menu bar. The system displays a dialog box with three fields in which you can
enter text about the inspection method. The information you enter in these three fields is for your
information only and is not used by the system.
To return to the data screen, choose (17(5.

-XQH 
%DVLF'DWD 6$3$*
&KDQJLQJDQ,QVSHFWLRQ0HWKRG

&KDQJLQJDQ,QVSHFWLRQ0HWKRG
To change an inspection method, perform the following steps:
1. Choose /RJLVWLFV → 4XDOLW\PDQDJHPHQW → 4XDOLW\SODQQLQJ → %DVLFGDWD from the
main menu.
The system displays the initial screen for the quality planning functions.
2. Choose ,QVSHFWLRQ PHWKRG→&KDQJH.
The system displays the initial screen for changing an inspection method.
3. On the initial screen you must enter the plant and identifier of the inspection method
that you want to change.
If you do not remember the identifier, you can use one of several methods of
Searching for an Inspection Method [Page 110].
4. After you have made the required entries, choose *RWR→,QVS0HWKRGV.
The data screen is displayed.
5. On this screen you can make the desired changes. You can make entries in all fields.
In addition, you can call up the functions available on the data screen and make
changes to them
6. Save the changes you made to the inspection method.
The system returns to the initial screen and confirms that the inspection method has
been changed.
6HHDOVR
Entry Fields on the Data Screen for Inspection Methods [Page 96]
Functions for Inspection Methods [Page 102]

&KDQJLQJDQ,QVSHFWLRQ0HWKRG$OUHDG\,Q8VH
When you change an inspection method that is used in an inspection plan or in a master
inspection characteristic and you make the changes ZLWKRXWKLVWRU\, the changes are also
applicable to the inspection plan or master inspection characteristic. The changes affect the
inspection plan or characteristic because the system has not created a new inspection method
version.
However, if you change the method ZLWKKLVWRU\, the system creates a new version with the
same validity period as the method that you changed. In this case, the change does not affect the
inspection plan or master inspection characteristic, because they still use the previous version of
the inspection method.
6HHDOVR
How Does the System Manage History? [Page 21]

$GGLWLRQDO)XQFWLRQV
In addition to the functions described in Creating an Inspection Method [Page 95], two other
display functions are available from the data screen for inspection methods.
• Field History [Page 108]

 -XQH
 6$3$* %DVLF'DWD
&KDQJLQJDQ,QVSHFWLRQ0HWKRG

• Time Line [Page 109]

-XQH 
%DVLF'DWD 6$3$*
)LHOG+LVWRU\

)LHOG+LVWRU\
To display the change history for an inspection method field, move the cursor to the field and
choose 'HWDLOV→)LHOGKLVWRU\ from the data screen menu bar.
If the changes to an inspection method were made without history, the system displays only the
current value in the field as the field history. If the changes were made with history, the system
lists all changes with the name of the user who changed the field, the date the field was changed,
and all the previous values of the field.

 -XQH
 6$3$* %DVLF'DWD
7LPH/LQH

7LPH/LQH
To display the time line for an inspection method, choose 'HWDLOV→7LPHOLQH from the menu
bar. The system displays a list of all valid versions of the inspection method according to when
they are valid.
To display a specific inspection method version, move the cursor to the required line in the list
and double-click it. The system displays the data screen for the selected inspection method
version.

-XQH 
%DVLF'DWD 6$3$*
6HDUFKLQJIRUDQ,QVSHFWLRQ0HWKRG

6HDUFKLQJIRUDQ,QVSHFWLRQ0HWKRG
8VLQJD0DWFKFRGH
To search for an inspection method using a matchcode, move the cursor to the,QVSPHWKRG field
and choose the possible entries help function. You can search using the search field or the class
field.
For complete information about using matchcodes to search for records such as inspection
methods, refer to Getting Started with the R/3 System.

8VLQJDQ
You can search "generically" for an inspection method by entering an in WKH,QVSPHWKRG field.
When you enter an , the system displays a list of all valid inspection method versions. To select
a method from the list, move the cursor to the required inspection method and double-click it.
To limit the number of inspection methods displayed in the list, you can enter an followed by
characters, for example LP. As a result, the system lists all valid inspection method versions that
begin with IM. You can select an inspection method from this list or, if there is only one inspection
method version that meets the generic search criterion, the system goes directly to the data
screen and displays the information on that particular inspection method.

8VLQJWKH.H\'DWH
You can limit the list of inspection methods to a specific time period by entering a date in the .H\
GDWH field. For each inspection method the system displays the versions that are valid on the date
you entered.

 -XQH
 6$3$* %DVLF'DWD
'LVSOD\LQJDQ,QVSHFWLRQ0HWKRG

'LVSOD\LQJDQ,QVSHFWLRQ0HWKRG
To display an inspection method:
1. Choose /RJLVWLFV → 4XDOLW\PDQDJHPHQW → 4XDOLW\SODQQLQJ → %DVLFGDWD.
The system displays the initial screen for the basic data.
2. Choose ,QVSHFWLRQ PHWKRG→'LVSOD\.
The system displays the initial screen.
3. On the initial screen, enter the plant and the identifier of the inspection method you
want to display.
If you do not remember the identifier of an inspection method, there are various ways
of Searching for an Inspection Method [Page 110]
4. After you have made the required entries, choose *RWR→,QVS0HWKRGV.
The data for the selected inspection method is displayed on the data screen.
6HHDOVR
You can find more detailed information about inspection method functions in:
• Functions for Inspection Methods [Page 102]
• Field History [Page 108]
• Time Line [Page 109]

-XQH 
%DVLF'DWD 6$3$*
'HOHWLQJDQ,QVSHFWLRQ0HWKRG

'HOHWLQJDQ,QVSHFWLRQ0HWKRG
To delete an inspection method:
1. Choose /RJLVWLFV → 4XDOLW\PDQDJHPHQW → 4XDOLW\SODQQLQJ → %DVLFGDWD.
The system displays the initial screen for the basic data.
2. Choose ,QVSHFWLRQ PHWKRG →'HOHWH.
The system displays the initial screen.
3. On the initial screen, enter the plant and the identifier of the inspection method you
want to delete.
If you do not remember the identifier of an inspection method, you can search for a
method [Page 110] by using a matchcode or by creating a list of inspection methods
from which you can select one.
4. After you have made the required entries, choose *RWR→,QVSHFWLRQPHWKRG.
The data for the selected inspection method is displayed on the data screen.
5. To delete the selected inspection method, choose 0HWKRG→'HOHWH.
A dialog box is displayed in which you confirm that you want to delete the inspection
method by choosing <HV
The system returns to the data screen and confirms that the inspection method was
deleted.

You FDQQRWdelete an inspection method online, if the method is used by another

master record, such as a master inspection characteristic or inspection plan, or if
the usage indicator is set. In this case you must first eliminate all uses of the
inspection method by deleting it from the master inspection characteristics and/or
inspection plans and then set the inspection method status to 4. The inspection
method will be deleted during the next reorganization run.

 -XQH
 6$3$* %DVLF'DWD
6DPSOH'HWHUPLQDWLRQDQG'\QDPLF0RGLILFDWLRQ&RQWHQWV

6DPSOH'HWHUPLQDWLRQDQG'\QDPLF0RGLILFDWLRQ
&RQWHQWV
This section describes how the system determines the sample sizes and dynamically modifies
the inspection scope in a quality inspection. It describes how you maintain sampling procedures,
dynamic modification rules and sampling schemes. It also contains information about inspection
stages, inspection stage changes and inspection severities.

'HWHUPLQLQJWKH6DPSOHVIRUDQ,QVSHFWLRQ>3DJH@
'\QDPLF0RGLILFDWLRQRIWKH,QVSHFWLRQ6FRSH>3DJH@

6DPSOLQJ3URFHGXUHV
6DPSOLQJ3URFHGXUH>3DJH@
&UHDWLQJD6DPSOLQJ3URFHGXUH>3DJH@
)LHOGVRQWKH$VVLJQPHQWV6FUHHQ>3DJH@
&KDQJLQJD6DPSOLQJ3URFHGXUH>3DJH@
'HOHWLQJD6DPSOLQJ3URFHGXUH>3DJH@

6DPSOLQJ6FKHPHV
6DPSOLQJ6FKHPH>3DJH@
&UHDWLQJD6DPSOLQJ6FKHPH>3DJH@
)LHOGVRQWKH+HDGHU6FUHHQ>3DJH@
6DPSOLQJ3ODQVLQD6DPSOLQJ6FKHPH>3DJH@
&KDQJLQJD6DPSOLQJ6FKHPH>3DJH@
'HOHWLQJD6DPSOLQJ6FKHPH>3DJH@
6DPSOLQJ6FKHPH:LWKRXW9DOXDWLRQ3DUDPHWHUV>3DJH@
6DPSOH'HWHUPLQDWLRQ:LWKRXWD7DVN/LVWRU0DWHULDO6SHFLILFDWLRQ>3DJH
@

'\QDPLF0RGLILFDWLRQ5XOHV
'\QDPLF0RGLILFDWLRQ5XOH>3DJH@
&UHDWLQJD'\QDPLF0RGLILFDWLRQ5XOH>3DJH@
)LHOGVRQWKH,QVSHFWLRQ6WDJH6FUHHQ>3DJH@

-XQH 
%DVLF'DWD 6$3$*
6DPSOH'HWHUPLQDWLRQDQG'\QDPLF0RGLILFDWLRQ&RQWHQWV

&KDQJLQJD'\QDPLF0RGLILFDWLRQ5XOH>3DJH@
'HOHWLQJD'\QDPLF0RGLILFDWLRQ5XOH>3DJH@
0DLQWDLQLQJ$OORZHG5HODWLRQVKLSV>3DJH@

 -XQH
 6$3$* %DVLF'DWD
'HWHUPLQLQJWKH6DPSOHVIRUDQ,QVSHFWLRQ

'HWHUPLQLQJWKH6DPSOHVIRUDQ,QVSHFWLRQ
3XUSRVH
The QM component allows you to determine the sample sizes in an inspection in different ways.
For example, you can specify the following VDPSOLQJW\SHV:
• Fixed sample
• Percentage sample
• Sample based on the inspection lot quantity
The system determines the sample size on the basis of VDPSOLQJSURFHGXUHV. In addition to
specifying how the sample is calculated, a sampling procedure also contains information about
how an inspection characteristic is valuated in an inspection. Inspection characteristics can be
valuated using one of the following YDOXDWLRQPRGHV:
• Counting inspection for nonconforming units
• Measuring inspection according to the s-method
• Manual valuation
You can predefine the sampling procedures for determining the sample sizes in one of the
following objects:
• Material master record (for each inspection type)
• Inspection characteristics in an inspection plan or a material specification
If you want the system to determine the sample size on the basis of past inspection results, you
can have the system modify the sample size dynamically.

3UHUHTXLVLWHV
The system can use the following sources to determine the sample sizes:
0DVWHUGDWD 5HPDUNV
Sampling scheme [Page 137] Contains rules for drawing samples based on
the inspection lot quantity and different
(Optional)
inspection severities/acceptable quality level
(AQL)
You can assign a sampling scheme to a
sampling procedure.
Sampling procedure [Page 119] Contains rules for determining the sample sizes
and valuating the characteristics
(Required)
Dynamic modification rules [Page 150] Cause the system to vary the sample sizes by
assigning inspection severities to inspection
(Optional)
stages and specifying rules for inspection stage
changes
Task lists or material specification You assign a sampling procedure to each
inspection characteristic in a task list or
(Optional)
material specification

-XQH 
%DVLF'DWD 6$3$*
'HWHUPLQLQJWKH6DPSOHVIRUDQ,QVSHFWLRQ

QM inspection data in the material master If you want the system to calculate the sample
sizes without a task list or material
(Optional)
specification, you must maintain the QM
inspection data accordingly (see below)

3URFHVV)ORZ
'HWHUPLQLQJWKHVDPSOHVL]HVZLWKRXWDWDVNOLVWRUPDWHULDOVSHFLILFDWLRQ
1. In the QM inspection data of the material master, you select one of the following
options for each inspection type:
– Inspection percentage
– 100% inspection
– Fixed sample
– Sampling procedure
2. The system calculates the sample sizes when an inspection lot is created.

'HWHUPLQLQJWKHVDPSOHVL]HVZLWKDWDVNOLVWRUPDWHULDOVSHFLILFDWLRQ
1. You assign a sampling procedure to each inspection characteristic in the task list or
material specification.
2. If you want the system to dynamically modify the sample sizes, you store a dynamic
modification rule in the task list.
3. You or the system creates an inspection lot.
4. The system calculates the sample sizes on the basis of the specifications in the
inspection characteristics.
If you assigned a sampling scheme to a sampling procedure, the system calculates
the sample sizes on the basis of the inspection lot quantity. At the same time, it
selects an appropriate inspection severity (or inspection severity and AQL) that will
apply when you inspect the material.

 -XQH
 6$3$* %DVLF'DWD
'\QDPLF0RGLILFDWLRQRIWKH,QVSHFWLRQ6FRSH

'\QDPLF0RGLILFDWLRQRIWKH,QVSHFWLRQ6FRSH
3XUSRVH
The system can determine the sample sizes for an inspection in different ways. For example, you
can have the system determine the inspection scope on the basis of the quality level.
To adapt the inspection scope to the expected quality level dynamically, the system uses
sampling procedures and dynamic modification rules.
For goods receipt, goods issue, and production inspections, dynamic modification means:
• Varying the sample size in stages between a predefined inspection scope (for
example, 100%) and a skip. A skip means that you do not inspect a certain number of
deliveries or lots
• Changing the inspection severity between normal, reduced, and tightened
The variation of the sample sizes and a change in the inspection severity is based on past
inspection results that are maintained in the quality level [Ext.].

3UHUHTXLVLWHV
When you inspect materials with a task list, the system modifies the inspection scope
dynamically at the inspection lot or inspection characteristic level. If you inspect a material
without a task list, you can also define the dynamic modification parameters for an inspection
type in the material master.
To activate the functions for dynamic modification, make sure the following conditions have been
met:
• You have created the following QM master data:
− Sampling procedures [Page 119] that determine how the sample sizes are
calculated and the characteristics are valuated
− Sampling schemes [Page 137] that contain sampling tables with sampling plans
for the inspection severity and, if necessary the acceptable quality level (AQL).
The sampling plans specify the sample sizes based on the inspection lot quantity.
− Dynamic modification rules [Page 150] that specify which inspection stage (for
example, normal, reduced, or tightened inspection, or skip) should be used to
inspect a material, based on the results of the last inspection
− Allowed relationships between dynamic modification rules and sampling
procedures
− Inspection plan with dynamic modification criteria, sampling procedures, and
dynamic modification rules
• You have assigned dynamic modification criteria [Page 152] in Customizing for
,QVSHFWLRQORWRULJLQ.
• For G\QDPLFPRGLILFDWLRQGHILQHGIRUWKHLQVSHFWLRQW\SH, you have maintained
the QM inspection data of the material master as follows:
− You have not specified an inspection using a task list or material specification.

-XQH 
%DVLF'DWD 6$3$*
'\QDPLF0RGLILFDWLRQRIWKH,QVSHFWLRQ6FRSH

− You have assigned an appropriate dynamic modification rule to an inspection

type.
• For G\QDPLFPRGLILFDWLRQDWWKHLQVSHFWLRQORWRUFKDUDFWHULVWLFOHYHO, you have:
− Specified an inspection using a task list for the material/inspection type
combination in the QM inspection data of the material master
− Assigned dynamic modification criteria to the task list usage. You define the
proposal for the dynamic modification criteria for the task list usage in
Customizing. The dynamic modification criteria themselves are supplied as part of
the standard system and cannot be maintained in Customizing.
− Assigned dynamic modification rules to the task list at the header or characteristic
level (depending on which dynamic modification level you specified in the header
of the task list)
− If you specified dynamic modification at the characteristic level, you have defined
each characteristic as a required characteristic

3URFHVV
1. You or the system creates an inspection lot.
When the lot is created, the system:
– Reads the inspection specifications (operations and characteristics)
– Determines the current inspection stages on the basis of the existing quality level
– Reads the sampling procedures and optional sampling schemes to determine the
sample sizes

If a quality level does not exist, the system creates one using the initial stage
specified in the dynamic modification rule.
2. When you make the usage decision for the inspection lot, the system updates the
quality level on the basis of the inspection results (that is, new inspection stages are
set).
6HHDOVR
Sampling Procedure [Page 119]
Sampling Scheme [Page 137]
Dynamic Modification Rule [Page 150]

 -XQH
 6$3$* %DVLF'DWD
6DPSOLQJ3URFHGXUH

6DPSOLQJ3URFHGXUH
'HILQLWLRQ
A sampling procedure contains rules that specify how:
• The system calculates the sample size
• An inspection characteristic must be valuated

8VH
Sampling procedures are usually stored at the characteristic level of a task list or material
specification.
If you do not use a task list or material specification to inspect a material, you can store a
sampling procedure for an inspection type in the QM inspection data of the material master.

6WUXFWXUH
The rules for determining the sample are stored in the sampling type. The sampling type and
valuation mode for the inspection characteristic make up the sampling procedure.

6DPSOLQJW\SH
The following sampling types [Page 125] are supplied in the standard system (among others):
• 100% inspection
• Fixed sample
• Percentage sample

9DOXDWLRQPRGH
You can adapt the valuation mode [Page 126] for the inspection characteristics to the sampling
type (for example, for counting or measuring inspections).
The following valuation modes are provided in the standard system (among others):
• Attributive inspection
• Variable inspection
• SPC inspection

$GGLWLRQDOLQIRUPDWLRQ
In a sampling procedure, you can also:
• Plan independent multiple samples and record inspection results for several different
samples for the same inspection characteristic
• Specify the use of inspection points
The following examples describe the different ways you can use sampling procedures:
• Example: Sampling Procedure with Fixed Sample [Page 135]
• Example: Sampling Procedure with Percentage Sample [Page 136]

-XQH 
%DVLF'DWD 6$3$*
6DPSOLQJ3URFHGXUH

• Example: Sampling Procedure with Sampling Scheme [Page 134] (when the sample
size is based on the inspection lot quantity)

,QWHJUDWLRQ
If you want the system to dynamically modify the sample size, you specify a dynamic modification
rule in addition to a sampling procedure.
Depending on whether or not you use inspection points, you can only use certain sampling
procedures in the task lists.
For example, if you want to use sampling procedures in sample management [Ext.], you must
specify the appropriate inspection point identification in the sampling procedure.
6HHDOVR
Sample Management: Contents [Ext.]

 -XQH
 6$3$* %DVLF'DWD
&UHDWLQJD6DPSOLQJ3URFHGXUH

&UHDWLQJD6DPSOLQJ3URFHGXUH
1. Choose /RJLVWLFV→4XDOLW\PDQDJHPHQW→4XDOLW\SODQQLQJ→%DVLFGDWD.
The system displays the screen for the basic data.
2. Choose '\QDPLF PRGLILFDWLRQ→6DPSOLQJ SURFHGXUH→&UHDWH.
The system displays the initial screen for creating a sampling procedure.
3. Enter an identifier for the sampling procedure.
4. You can create a completely new sampling procedure or you can copy an existing
one. Choose one of the following options accordingly:
7RFUHDWHD 7RFUHDWHDQHZVDPSOLQJ
FRPSOHWHO\QHZ SURFHGXUH
VDPSOLQJ E\FRS\LQJDQH[LVWLQJ
SURFHGXUH RQH
a) Choose *RWR→6DPSOLQJ a) Choose 6DPSOLQJ
SURFHGXUH. SURFHGXUH→&RS\.
The system displays the The system displays a
initial dialog box for copying a
screen for creating a sampling procedure.
sampling procedure.
b) Enter a short text for the b) Enter the name of the
sampling sampling procedure you
procedure. want to copy.
c) Continue with step 5 below. c) Choose &RS\.
The system displays the
initial screen for creating a
sampling procedure.
d) Enter a short text for the
sampling procedure.
e) Change any of the existing
data in the various
screens of the sampling
procedure as necessary.
f) Continue with step 7
below.

5. Enter the data as required for the remaining fields on this screen (for detailed
information, see Fields on the Assignments Screen [Page 124]).
6. After you have entered the necessary data, choose*RWR→&RQWLQXH.
The system displays a screen in which you enter the following special conditions for
the sampling procedure:
– 6DPSOLQJVFKHPH

-XQH 
%DVLF'DWD 6$3$*
&UHDWLQJD6DPSOLQJ3URFHGXUH

You enter a sampling scheme if you specified a sampling type in the assignments
screen that requires a sampling scheme. Otherwise, this field is not displayed.
– &RQWUROFKDUWW\SH
You enter a control chart type if you specified a fixed sample as the sampling
type.
– ,QVSHFWLRQVWDJHFKDQJH
You can prevent an inspection stage change from taking place.
– ,QGHSHQGHQWPXOWLSOHVDPSOHV
If you want to use a sampling procedure for independent multiple samples, you
must set the corresponding indicator. If you intend to draw independent multiple
samples, you must enter an additional YDOXDWLRQUXOH that combines the
characteristic valuations for individual samples as a collective valuation.
To do this, proceed as follows:
– Choose *RWR→6DPSOH
– Select a valuation rule from the displayed list
– Enter the desired number of samples.
– $GGLWLRQDOGDWDfor the sampling scheme
If you specified a sampling scheme, choose *RWR → $GGLWLRQDOGDWDtomaintain
the inspection severity [Page 142] or the AQL value [Page 141].
– 6DPSOHGDWD
If you specified a valuation rule with a fixed sample for the sample determination,
choose *RWR → 6DPSOH and specify the sample size [Page 143] and acceptance
number [Page 143]. If you use inspection points, however, you must enter the
inspection scope and inspection frequency.
For detailed information about the entries in this screen, see Fields on the Special
Conditions Screen [Page 128].
7. After you have made all the entries, save the sampling procedure.
If you created a sampling procedure with a sampling scheme, you can branch directly
to function for maintaining allowed relationships [Page 165] between sampling
procedures and dynamic modification rules. Using this function, you define which
combinations of sampling procedures and dynamic modification rules are compatible
and can be used together in an inspection plan or inspection type (for sample
determination and/or dynamic modification without an inspection plan).
If you do not enter the sampling procedure in the table for allowed relationships, the
system returns to the initial screen and displays a message indicating that the
sampling procedure was created.
6HHDOVR
Sampling Scheme [Page 137]
Maintaining the Sampling Procedures for Control Charts [Ext.]
Dynamic Modification Rule [Page 150]

 -XQH
 6$3$* %DVLF'DWD
&UHDWLQJD6DPSOLQJ3URFHGXUH

Maintaining Allowed Relationships [Page 165]

-XQH 
%DVLF'DWD 6$3$*
)LHOGVRQWKH$VVLJQPHQWV6FUHHQ

)LHOGVRQWKH$VVLJQPHQWV6FUHHQ
The assignments screen in a sampling procedure contains the following fields and control
indicators:
• Sampling type [Page 125]
• Valuation mode [Page 126]
• Inspection points [Page 127]
• Usage indicator for sample procedure

 -XQH
 6$3$* %DVLF'DWD
6DPSOLQJ7\SH

6DPSOLQJ7\SH
8VH
The sampling type specifies how a sample is calculated. In the satndard system, the QM
component currently supports the following sampling types:
• 100% inspection
• Sample with a fixed size
• Sample based on a sampling scheme
• Percentage sample
Together with the YDOXDWLRQPRGH, the sampling type specifies which parameters the system
uses to determine a sample size.
On the basis of the sampling type, the system proposes a list of UXOHVIRUGHWHUPLQLQJWKH
VDPSOHVL]H. If only one rule is suitable, the system selects it automatically. In most cases,
exactly one suitable rule exists for each sampling type.
Depending on the sampling type and associated valuation rule for determining the sample, the
system requires certain input parameters (for example, the quantity of materials in the inspection
lot).

6DPSOHGHWHUPLQDWLRQZLWKDWDVNOLVW
For sampling procedures that specify a sampling scheme, you must determine which
combination of sampling procedures and dynamic modification rules are compatible and can be
used together in a task list. You can define these relationships when you save a sampling
procedure.

6DPSOHGHWHUPLQDWLRQZLWKRXWDWDVNOLVW
If you specified a sampling scheme without valuation parameters in a sampling procedure (for
example, to inspect a material without a task list), you must also use a valuation mode in the
sampling procedure that does not have valuation parameters.
6HHDOVR
Example: Sampling Procedure with Fixed Sample [Page 135]
Example: Sampling Procedure with Percentage Sample [Page 136]
Example: Sampling Procedure with Sampling Scheme [Page 134]

-XQH 
%DVLF'DWD 6$3$*
9DOXDWLRQ0RGH

9DOXDWLRQ0RGH
Together with the VDPSOLQJW\SH, the YDOXDWLRQPRGH defines which parameters the system
uses to determine a sample size. The valuation mode specifies the rules for accepting and
rejecting a characteristic or sample. The following basic valuation modes are available in the QM
component:
• Attributive inspection for confirming the number of nonconforming units
• Attributive inspection for confirming the number of defects
• Variable inspection according to s-method (single-sided or double-sided tolerances)
• Mean value in the tolerance range (inspection of tolerance limits)
• Valuation with attribute code
• Manual valuation
• SPC inspection (valuation according to action limits of a quality control chart)
• Inspection without valuation parameters
You can assign different YDOXDWLRQUXOHV to these basic valuation modes in Customizing for
6DPSOH63&. This allows you to define different valuation modes.
In an DWWULEXWLYHLQVSHFWLRQ, you determine the number of defects or number of nonconforming
units in a sample. When you inspect each characteristic, the system compares the number of
defects or nonconforming units to the acceptance number for each characteristic. If the number
of defects or nonconforming units does not exceed the acceptance number, the characteristic is
accepted.
In an DWWULEXWLYHLQVSHFWLRQ, you inspect TXDOLWDWLYH inspection characteristics. ISO 2859, DIN
40080 and MIL 105d are examples of standards for an attributive inspection. With the exception
of multiple samples and limiting values, you can use these standards in the QM component.
In a YDULDEOHLQVSHFWLRQ, you inspect TXDQWLWDWLYHcharacteristics. You must define at least one
tolerance limit for a quantitative characteristic in the task list. ISO 3951 and MIL 414 are
examples of standards for variable inspections. In QM component, you can use the s-method
based on these standards.

 -XQH
 6$3$* %DVLF'DWD
,QVSHFWLRQ3RLQWVLQWKH6DPSOLQJ3URFHGXUH

,QVSHFWLRQ3RLQWVLQWKH6DPSOLQJ3URFHGXUH
8VH
In a sampling procedure, you can specify whether or not the system creates inspection points for
an inspection lot, and if so, how many will be created. You have the following options:
• No inspection points (for example, if you inspect a material without a task list)
• Inspection points for production inspections
• Inspection points (equipment) for calibration inspections
• Inspection points (physical samples) for goods receipt inspections
6HHDOVR
Inspection During Production (with Inspection Points) [Ext.]
Test Equipment Management (Processing a Calibration Inspection) [Ext.]
Sample Management: Contents [Ext.]

-XQH 
%DVLF'DWD 6$3$*
)LHOGVRQWKH6SHFLDO&RQGLWLRQV6FUHHQ

)LHOGVRQWKH6SHFLDO&RQGLWLRQV6FUHHQ
The special conditions screen in a sampling procedure contains the following fields and control
indicators:
• Control chart type [Page 129]
• No stage change [Page 130]
• Independent multiple samples [Page 131]

 -XQH
 6$3$* %DVLF'DWD
&RQWURO&KDUW7\SH

&RQWURO&KDUW7\SH
If you want to use a sampling procedure with quality control charts, you must select a quality
control chart type. The control chart type specifies:
• The characteristics for which the control chart is suited
• The control variables a chart contains
• How the control limits are calculated
6HHDOVR
Maintaining the Sampling Procedures for Control Charts [Ext.]

-XQH 
%DVLF'DWD 6$3$*
1R6WDJH&KDQJH

1R6WDJH&KDQJH
You set this indicator if you do QRW want the system to change the inspection stage. As a result,
you always inspect with the beginning inspection stage.
In the task list, you can specify a dynamic modification rule which defines the inspection stages
and the conditions for inspection stage changes. You store the dynamic modification rule in the
task list header or at the characteristic level of the task list. If certain characteristics should
always use beginning inspection stage, you must assign a sampling procedure to the
characteristic in which the 1RVWDJHFKDQJH indicator is set.
Regardless of the setting of this indicator, all characteristics remain at the beginning inspection
stage if QR dynamic modification rule is specified in the inspection plan.

If you set the 1RVWDJHFKDQJH indicator, the system does not create a quality
level for the characteristics to which the sampling procedure is assigned.
6HHDOVR
Maintaining Inspection Stage Changes [Page 160]

 -XQH
 6$3$* %DVLF'DWD
,QGHSHQGHQW0XOWLSOH6DPSOHV

,QGHSHQGHQW0XOWLSOH6DPSOHV
If you set this indicator, you define an additional valuation rule for independent multiple samples
in the sampling procedure which allows you to record inspection results for individual samples. In
this case, each sample is valuated individually. The YDOXDWLRQW\SH is defined in the YDOXDWLRQ
PRGH by means of a YDOXDWLRQUXOH. After the individual samples have been valuated, the
characteristic is valuated using the valuation rule for multiple samples, which is assigned to the
sampling procedure.
After you set the indicator for independent multiple samples and choose &RQWLQXH, the system
displays three additional fields:
• Number of samples
In this field, you enter the number of samples. The system proposes the default value
, you can overwrite this value.
• Two display fields for the identifier and short text of the predefined valuation rule
If you defined more than one valuation rule in Customizing for 6DPSOH63&, the
system displays a dialog box after you set the indicator for independent multiple
samples and select &RQWLQXH This dialog box contains a list all the existing valuation
rules from which you can select a suitable rule.
If only one valuation rule exists, the system assigns this valuation rule automatically.

-XQH 
%DVLF'DWD 6$3$*
&KDQJLQJD6DPSOLQJ3URFHGXUH

&KDQJLQJD6DPSOLQJ3URFHGXUH
1. Choose /RJLVWLFV→4XDOLW\PDQDJHPHQW→4XDOLW\SODQQLQJ→%DVLFGDWD.
The system displays the screen for the basic data.
2. Choose '\QDPLF PRGLILFDWLRQ→6DPSOLQJ SURFHGXUH→&KDQJH.
The system displays the initial screen for changing a sampling procedure.
3. Enter the identifier of the sampling procedure that you want to change.
4. Choose *RWR → 6DPSOLQJSURFHGXUH.
The system displays the assignments screen.
5. Make the changes as required. You can enter data in all fields that are described in
the section Fields on the Assignments Screen [Page 124].
6. Choose *RWR→&RQWLQXH to display the fields on the special conditions screen [Page
128].
7. Make the changes as required on this screen.
8. Save the changes.
The system returns to the initial screen and confirms that the sampling procedure was
changed.
6HHDOVR
Example: Sampling Procedure with Percentage Sample [Page 136]
Example: Sampling Procedure with Fixed Sample [Page 135]
Example: Sampling Procedure with Sampling Scheme [Page 134]
Sampling Scheme [Page 137]
Dynamic Modification Rule [Page 150]

 -XQH
 6$3$* %DVLF'DWD
'HOHWLQJD6DPSOLQJ3URFHGXUH

'HOHWLQJD6DPSOLQJ3URFHGXUH
1. Choose /RJLVWLFV→4XDOLW\PDQDJHPHQW→4XDOLW\SODQQLQJ→%DVLFGDWD.
The system displays the screen for the basic data.
2. Choose '\QDPLF PRGLILFDWLRQ→6DPSOLQJ SURFHGXUH→&KDQJH.
The system displays the initial screen for creating a sampling procedure.
3. Enter an identifier for the sampling procedure you want to delete.
4. Choose *RWR → 6DPSOLQJSURFHGXUH.
The system display the assignments screen.
You can delete a sampling procedure on the assignments screen and on the special
conditions screen. The procedure described in the remaining steps below applies to
both screens.

You FDQQRW delete a sampling procedure if it is currently used (that is, if the
system has set the corresponding indicator on the assignments screen).
5. To delete the sampling procedure, choose 6DPSOLQJ SURFHGXUH → 'HOHWH.
The system displays a dialog box for confirming the deletion.
6. Choose <HV to confirm the deletion.
The system returns to the initial screen and confirms that the sampling procedure was
deleted.

-XQH 
%DVLF'DWD 6$3$*
([DPSOH6DPSOLQJ3URFHGXUHZLWK6DPSOLQJ6FKHPH

([DPSOH6DPSOLQJ3URFHGXUHZLWK6DPSOLQJ6FKHPH
This example describes how you can use a sampling scheme with a sampling procedure.

6FHQDULR
Assume that you want to plan the sample sizes for a goods issue inspection. You want the
system to calculate the sample size for a characteristic on the basis of the inspection lot quantity.
To do this, you use must assign a sampling scheme to the sampling procedure. Also assume that
you do not want the system to change the inspection stage.

$VVLJQPHQWVWRWKHVDPSOLQJSURFHGXUH
In the sampling procedure, you select a sampling scheme as the sampling type and a valuation
mode for a variable inspection. If you do not want to release the sampling procedure yet, set the
usage indicator accordingly.

6SHFLDOFRQGLWLRQVIRUWKHVDPSOLQJSURFHGXUH
On the special conditions screen, you:
• Specify the sampling scheme you want to use in the sampling procedure
• Set the indicator for no inspection stage change.
This indicator suppresses an inspection stage change even if a dynamic modification
rule is contained in the inspection plan.

$GGLWLRQDOGDWD
In the screen for additional data, enter an inspection severity and AQL value as specified in the
sampling scheme.
6HHDOVR
Example: Sampling Procedure with Fixed Sample [Page 135]
Example: Sampling Procedure with Percentage Sample [Page 136]
Sampling Type [Page 125]
Valuation Mode [Page 126]
No Stage Change [Page 130]
Maintaining Allowed Relationships [Page 165]

 -XQH
 6$3$* %DVLF'DWD
([DPSOH6DPSOLQJ3URFHGXUHZLWK)L[HG6DPSOH

([DPSOH6DPSOLQJ3URFHGXUHZLWK)L[HG6DPSOH
This example describes how you can use a sampling procedure with a fixed sample.

6FHQDULR
Assume that you want to use a sampling procedure to calculate the sample sizes for an
inspection during production. In the sampling procedure, you specify the following options:
• Sampling type with a fixed sample
• Valuation for a variable inspection
• Inspection points
• Quality control charts

$VVLJQPHQWVWRWKHVDPSOLQJSURFHGXUH
In the assignments screen for the sampling procedure:
• Specify a fixed sample as the sampling type
• Specify a valuation mode for a variable inspection based on the number of defects
• Activate the inspection points for an inspection during production

6SHFLDOFRQGLWLRQVIRUWKHVDPSOLQJSURFHGXUH
With a fixed sample as the sampling type, you can specify a control chart that provides for control
variables and control limits in the sampling procedure.

$GGLWLRQDOGDWD
In the screen for additional data, specify the sample size and the acceptance number (the
highest number of defects that will allow you to accept the sample). If you use the sampling
procedure in an inspection plan, you must specify the inspection frequency.
6HHDOVR
Example: Sampling Procedure with Percentage Sample [Page 136]
Example: Sampling Procedure with Sampling Scheme [Page 134]
Valuation Mode [Page 126]
Independent Multiple Samples [Page 131]
Control Chart Type [Page 129]
Inspection Point [Ext.]

-XQH 
%DVLF'DWD 6$3$*
([DPSOH6DPSOLQJ3URFHGXUHZLWK3HUFHQWDJH6DPSOH

([DPSOH6DPSOLQJ3URFHGXUHZLWK3HUFHQWDJH6DPSOH
This example describes how you can use a sampling procedure with a percentage sample.

6FHQDULR
Assume that you want to plan an attributive inspection for a goods receipt. You also want the
system to calculate the sample size based on a percentage value of the inspection lot quantity.
You also want to draw, inspect, and valuate independent multiple samples.

$VVLJQPHQWVWRWKHVDPSOLQJSURFHGXUH
In the sampling procedure, specify a percentage sample as the sampling type and a valuation
mode for an attributive inspection. You do QRW enter a value for the inspection points.

6SHFLDOFRQGLWLRQVIRUWKHVDPSOLQJSURFHGXUH
On the special conditions screen, set the indicator for independent multiple samples. This allows
the characteristics to be valuated after each of the samples have been valuated. In the dialog box
with the valuation rules, select an additional valuation rule that will be used to valuate the
characteristics, based on the valuations of the individual samples.

$GGLWLRQDOGDWD
For additional data, enter the following information:
• Sample size as a percentage of the inspection lot
• Percentage of nonconforming units for an acceptance
6HHDOVR
Example: Sampling Procedure with Fixed Sample [Page 135]
Example: Sampling Procedure with Sampling Scheme [Page 134]
Sampling Type [Page 125]
Valuation Mode [Page 126]
Independent Multiple Samples [Page 131]

 -XQH
 6$3$* %DVLF'DWD
6DPSOLQJ6FKHPH

6DPSOLQJ6FKHPH
'HILQLWLRQ
A collection of one or more sampling tables, each of which contain one or more sampling plans.
A sampling plan specifies the:
• Sample size based on a specific inspection lot quantity
• Criteria for determining whether and how a sample is accepted or rejected
The system supports the following types of sampling schemes:
• For counting or attributive inspections (for example, according to ISO 2859)
• For measuring or variable inspections (for example, according to ISO 3951)

8VH
You use a sampling scheme if you want to:
• Determine the sample sizes on the basis of the inspection lot quantity, inspection
severity, or combination of inspection severity and AQL (actual quality level)
• Specify how a decision is made to accept, reject, or valuate a tolerance for a
characteristic

6WUXFWXUH
Depending on whether or not you use AQL values, the sampling scheme contains a table of
sampling plans sorted on the basis of inspection lot quantity for each inspection stage or each
combination of inspection stage and AQL value.
Depending the sampling type [Page 125], the following criteria exists for valuating the
characteristics:
• For counting inspections:
− Acceptance number
− Rejection number
• For measuring inspections, the acceptance factor (the tolerance for location and
dispersion of measured values)
6HHDOVR
Creating a Sampling Scheme [Page 138]
Inspection Severity [Page 142]
AQL Value [Page 141]
Sampling Scheme Without Valuation Parameters [Page 148]

-XQH 
%DVLF'DWD 6$3$*
&UHDWLQJD6DPSOLQJ6FKHPH

&UHDWLQJD6DPSOLQJ6FKHPH
1. Choose /RJLVWLFV→4XDOLW\PDQDJHPHQW→4XDOLW\SODQQLQJ→%DVLFGDWD.
The system displays the screen for the basic data.
2. Choose→'\QDPLF PRGLILFDWLRQ→6DPSOLQJVFKHPH →&UHDWH.
The system displays the initial screen for creating a sampling scheme.
3. Enter an identifier for the sampling scheme.
4. You can create a completely new sampling scheme or you can copy an existing one.
Choose one of the following options accordingly:
7RFUHDWHD 7RFUHDWHDQHZVDPSOLQJ
FRPSOHWHO\QHZ VFKHPH
VDPSOLQJVFKHPH E\FRS\LQJDQH[LVWLQJ
RQH
a) Choose *RWR→6DPSOLQJ a) Choose 6DPSOLQJVFKHPH
VFKHPH. →&RS\.
The system displays the initial The system displays a
screen for creating a dialog box for copying a
sampling scheme. sampling scheme.
b) Enter a short text for the b) Enter the name of the
sampling scheme. sampling scheme you
want to copy.
c) Continue with step 5 below. c) Choose &RS\.
The system displays the
initial screen for creating a
sampling scheme.
d) Change the existing data
in the header data screen
of the sampling scheme
as necessary.
e) Choose *RWR→&RQWLQXH.
The system displays a
dialog box for inspection
severities or inspection
severities and AQL
values.
f) Create new sample tables
and/or delete any existing
tables as necessary.
e) Continue with step 9
below.

5. Maintain the remaining data on this screen as required:

– Specify the valuation parameter for the sampling inspection type

 -XQH
 6$3$* %DVLF'DWD
&UHDWLQJD6DPSOLQJ6FKHPH

– Specify whether the sampling table with sampling plans [Page 143] applies to an
LQVSHFWLRQVHYHULW\ only or a combination of LQVSHFWLRQVHYHULWLHVDQG$4/.
– Usage indicator (to block the use of the sampling scheme)
6. Choose *RWR → &RQWLQXH.
The system displays a dialog box in which you have two options:
– If sampling tables already exist, select an inspection severity or an inspection
severity and AQL value.
– To create a new sampling table, enter the inspection severity or an inspection
severity and AQL value in the1HZsection of the dialog box.

The inspection severity you specify here is closely related to the inspection
severity in the dynamic modification rule. In the process of calculating the sample
sizes for the inspection lot, the system determines the current inspection severity
on the basis of the quality level and dynamic modification rule. Using this
inspection severity, the system finds the corresponding sampling plan in the
sampling scheme.
You can only enter inspection severities in this field that have been defined in
Customizing for 6DPSOH63&.
7. Choose &RQWLQXH.
The system displays the screen for maintaining the sampling table for the selected
parameters.
8. Make the following entries in the sampling table:
– For an DWWULEXWLYHLQVSHFWLRQ:
Lot size, sample size, acceptance number, or rejection number
– For a YDULDEOHLQVSHFWLRQ:
Lot size, sample size and k-factor
– For an LQVSHFWLRQZLWKRXWYDOXDWLRQSDUDPHWHUV:
Lot size and sample size
For more information about entries in a sampling table, see Sampling Plans in a
Sampling Scheme [Page 143]
9. After you have entered all of the data, save the sampling scheme.
6HHDOVR
Fields on the Header Screen [Page 140]
Valuation Mode [Page 126]
Sampling Type [Page 125]
Sampling Scheme Without Valuation Parameters [Page 148]

-XQH 
%DVLF'DWD 6$3$*
)LHOGVRQWKH+HDGHU6FUHHQ

)LHOGVRQWKH+HDGHU6FUHHQ
The following fields on the header data screen are of particular importance when you maintain a
sampling scheme:
• Attributive inspection
• Variable inspection according to the s-method
• Sampling scheme without valuation parameters [Page 148]
• Sampling tables for inspection severities
In this field, you specify that an individual table (containing lot size-dependent
sampling plans) should apply to a single inspection severity only.
• Sampling tables for inspection severities and AQL
In this field, you specify that an individual table (containing lot size-dependent
sampling plans) should apply to a combination of an inspection severity and AQL
value.

 -XQH
 6$3$* %DVLF'DWD
$4/9DOXH

$4/9DOXH
Maximum percentage of nonconforming units or maximum number of defects per 100 units
permitted for a lot to be accepted.
$4/ ($cceptable 4uality /evel) is the quality level that represents the upper limit of a
satisfactory average quality level for an acceptance sampling inspection.

-XQH 
%DVLF'DWD 6$3$*
,QVSHFWLRQ6HYHULW\

,QVSHFWLRQ6HYHULW\
In the QM component, the inspection severity serves as an identifier for a normal, reduced, or
tightened inspection. By varying the inspection severity, you can flexibly adjust the probability of
acceptance and the inspection effort based on different quality situations.
The inspection severity is closely related to the inspection scope. Assuming that all other
conditions are the same, different inspection severities lead to different inspection scopes or
acceptance conditions.
You can only specify inspection severities that were defined in the Customizing for 6DPSOH63&.

 -XQH
 6$3$* %DVLF'DWD
6DPSOLQJ3ODQVLQD6DPSOLQJ6FKHPH

6DPSOLQJ3ODQVLQD6DPSOLQJ6FKHPH
'HILQLWLRQ
Sampling tables contain the necessary information about the sample sizes and the criteria that
must be used to valuate the results of the sampling inspection.

8VH
Depending on whether or not you use AQL values, a sampling scheme contains a table of
sampling plans sorted by inspection lot quantities for each inspection severity or combination of
inspection severity and AQL.

6WUXFWXUH
/RWVL]H
The inspection lot quantity specifies the quantity in the population (measured in sample units) as
an XSSHUOLPLW to which the respective sampling table applies.
The lower limit consists of the next lower inspection lot quantity. The sampling unit corresponds
to the smallest sample (sample unit of measure and factor) that is stored for each characteristic
in the inspection plan.

The lot quantity is 20kg. The inspection plan specifies that an individual sample
must consist of 5g. This results in a population of 4.000g (20 x 1.000 / 5); the
value 1.000 is the factor for converting from “kg” to “grams.”

In each sampling scheme in which you have created a table with sampling plans,
you should specify the PD[LPXPORWVL]H. If you enter a value that is greater than
the maximum value, the system automatically changes the entry to
10,000,000,000.
If you try to process an inspection lot with a lot quantity that is not reflected in a
table of sampling plans, you cannot process the inspection.

$FFHSWDELOLW\FRQVWDQW
In a sampling plan for a YDULDEOHLQVSHFWLRQ, the acceptability constant (NIDFWRU) is the lowest
value of the quality score, specified in the samples, for which an inspection lot is accepted.
The acceptability constant for a variable inspection corresponds to the acceptance number for an
attributive inspection.

$FFHSWDQFHQXPEHU
In an DWWULEXWLYHLQVSHFWLRQ, the acceptance number is the highest number of nonconforming
units or defects found in the sample that will still allow you accept the inspection lot.
The acceptance number for an attributive inspection corresponds to the acceptability constant for
a variable inspection.

-XQH 
%DVLF'DWD 6$3$*
6DPSOLQJ3ODQVLQD6DPSOLQJ6FKHPH

5HMHFWLRQQXPEHU
In an DWWULEXWLYHLQVSHFWLRQ, the rejection number is the lowest number of nonconforming units
or the lowest number of defects found in the sample that requires you to reject the inspection lot.

6DPSOHVL]H
Quantity of units (measured in sample units) taken from a population or subpopulation in order to
be inspected.

 -XQH
 6$3$* %DVLF'DWD
'HOHWLQJD6DPSOLQJ3ODQ

'HOHWLQJD6DPSOLQJ3ODQ
1. Choose /RJLVWLFV→4XDOLW\PDQDJHPHQW→4XDOLW\SODQQLQJ→%DVLFGDWD.
The system displays the screen for the basic data.
2. Choose→ '\QDPLF PRGLILFDWLRQ→6DPSOLQJ VFKHPH→&KDQJH.
The system displays the initial screen for changing a sampling scheme.
3. Enter the identifier for the sampling scheme in which you want to delete a sampling
plan.
4. Choose *RWR → 6DPSOLQJVFKHPH.
The system displays the header data screen.
5. Choose *RWR → &RQWLQXH.
The system displays a dialog box that contains a list of all sampling tables in the
sampling scheme.
6. Select a sampling table and choose &KRRVH.
The system displays the contents of the sampling table.
7. Selectthe sampling plan(s) that you want to delete.
8. Choose (GLW→'HOHWHHQWULHV.
The system displays a dialog box in which you must confirm the deletion of the
entries.
9. Choose <HVto delete the sampling plan(s).

-XQH 
%DVLF'DWD 6$3$*
&KDQJLQJD6DPSOLQJ6FKHPH

&KDQJLQJD6DPSOLQJ6FKHPH
1. Choose /RJLVWLFV→4XDOLW\PDQDJHPHQW→4XDOLW\SODQQLQJ→%DVLFGDWD.
The system displays the screen for the basic data.
2. Choose→ '\QDPLF PRGLILFDWLRQ→6DPSOLQJ VFKHPH→&KDQJH.
The system displays the initial screen for changing a sampling scheme.
3. Enter the identifier for the sampling scheme you want to change.
4. Choose *RWR → 6DPSOLQJVFKHPHto proceed to the next screen.
The system displays the header data screen. In this screen, you can change the:
– Short text
– Blocking indicator
5. Choose *RWR → &RQWLQXH.
The system displays a dialog box in which you enter the inspection severities [Page
142] or the inspection severities with AQL values [Page 141].
6. Choose one of the following options to proceed:
– To change an existing sampling table, select an inspection severity or an
inspection severity and an AQL value.
– To create a new sampling table, enter an inspection severity or an inspection
severity and an AQL value in the appropriate fields of the 1HZ section.
In this field, you can only enter inspection severities that have been defined in
Customizing for 6DPSOH63&.
If you want to create a new sampling table and you set theindicator for a copy
model, the sampling table whose parameters are marked is proposed as a FRS\
PRGHOfor the new sampling table.
7. Choose &KRRVH to proceed.
The system displays the contents (sampling plans) of the selected sampling table.
8. Make the changes as required in the sampling table.
9. Save the sampling scheme.
6HHDOVR
Creating a Sampling Scheme [Page 138]
Fields on the Header Screen [Page 140]
Sampling Plans in a Sampling Scheme [Page 143]

 -XQH
 6$3$* %DVLF'DWD
'HOHWLQJD6DPSOLQJ6FKHPH

'HOHWLQJD6DPSOLQJ6FKHPH
1. Choose /RJLVWLFV→4XDOLW\PDQDJHPHQW→4XDOLW\SODQQLQJ→%DVLFGDWD.
The system displays the screen for the basic data.
2. Choose→ '\QDPLF PRGLILFDWLRQ→6DPSOLQJ VFKHPH→&KDQJH.
The system displays the initial screen for changing a sampling scheme.
3. Enter the identifier for the sampling scheme you want to change.
4. Choose *RWR → 6DPSOLQJVFKHPH.
The system displays the header data screen.
You canRQO\ delete a sampling scheme on the header data screen and not on the
sampling table screen.

You cannot delete a sampling scheme if it is used in a sampling procedure (that

is, if the corresponding indicator is set).
5. To delete the sampling scheme, choose 6DPSOLQJVFKHPH→'HOHWH.
The system displays a dialog box for confirming the deletion.
6. To confirm the deletion of the sampling scheme, choose <HV.
The system returns to the initial screen and confirms that the sampling scheme was
deleted.

-XQH 
%DVLF'DWD 6$3$*
6DPSOLQJ6FKHPH:LWKRXW9DOXDWLRQ3DUDPHWHUV

6DPSOLQJ6FKHPH:LWKRXW9DOXDWLRQ3DUDPHWHUV
'HILQLWLRQ
A sampling scheme without valuation parameters does not contain information about acceptance
and rejection numbers or tolerances for a characteristic.

8VH
You use sampling schemes without valuation parameters in:
• 6DPSOHGUDZLQJSURFHGXUHV (for planning the drawing of physical samples)
A sampling scheme is used in a sample-drawing procedure if the number of physical
samples is determined on the basis of the inspection lot quantity (in the base unit of
measure or on the basis of the number of lot containers and the container type).
• 6DPSOLQJSURFHGXUHV (in which the sample size is determined without the use of a
task list)
If you want to determine the sample sizes on the basis of a sampling procedure in an
inspection without an inspection plan, you must set the indicator :LWKRXWYDOXDWLRQ
SDUDPHWHUV in both the sampling procedure and the sampling scheme (because the
valuation parameters are taken from the sampling scheme when it is assigned to a
sampling procedure).

6WUXFWXUH
Sampling plans without valuation parameters only contain information about the inspection lot
quantity and sample size.
6HHDOVR
Planning the Physical Samples [Ext.]
Sample-Drawing Procedure [Ext.]
Example: Sampling Procedure with Sampling Scheme [Page 134]

 -XQH
 6$3$* %DVLF'DWD
6DPSOH'HWHUPLQDWLRQ:LWKRXWD7DVN/LVWRU0DWHULDO6SHFLILFDWLRQ

6DPSOH'HWHUPLQDWLRQ:LWKRXWD7DVN/LVWRU0DWHULDO
6SHFLILFDWLRQ
8VH
The system can determine the sample sizes in an inspection without a task list or material
specification using one of the following options:
• 100% inspection
• Inspection percentage
• Sampling procedure without valuation parameters (when you record inspection
results, characteristics are not valuated)
You can use a dynamic modification rule [Page 150] to have the system dynamically modify the
sample sizes on the basis of the quality level [Ext.]. The dynamic modification rule must be
compatible with the sampling procedure (allowed relationships). In this case, the dynamic
modification criteria is defined in the inspection lot origin.
6HHDOVR
Valuation Mode [Page 126]
Sampling Scheme Without Valuation Parameters [Page 148]
Maintaining Allowed Relationships [Page 165]
Dynamic Modification Criteria [Page 152]

-XQH 
%DVLF'DWD 6$3$*
'\QDPLF0RGLILFDWLRQ5XOH

'\QDPLF0RGLILFDWLRQ5XOH
'HILQLWLRQ
Dynamic modification rules allow you to increase or reduce the inspection scope or inspection
severity for a material in an inspection.
A dynamic modification rule contains a definition of the inspection stages and conditions that lead
to a change in the inspection stage. You can define a dynamic modification rule in the task list
header, at the characteristic level of a task list, or in the QM inspection data of the material
master.

8VH
From time to time it is necessary to increase or reduce the inspection scope or the inspection
severity [Page 142] for a material that is procured from a certain vendor because of the quality
level.
In the QM component, the inspection stage describes a test status or an inspection status that is
based on the inspection history and predefined rules. You can also use inspection stages to store
different conditions for changing the inspection scope or the inspection severity.
Inspection stages allow you to use:
• Different inspection scopes
• Varying levels of inspection severity
• Different conditions for an inspection stage change when the inspection scope is
similar
You can use the inspection stages for all statistical sampling procedures and they allow your
company to adapt the individual inspections to meet your requirements.

,QVSHFWLRQVWDJHFKDQJH
The conditions for an inspection stage change apply to the following cases, depending on how a
characteristic was valuated:
• OK case
• Not-OK case
When it makes an inspection stage change, the system takes the results of previous inspections
(inspection history) and the current quality level into consideration.
The following graphic shows how dynamic modification works.

 -XQH
 6$3$* %DVLF'DWD
'\QDPLF0RGLILFDWLRQ5XOH

Rules for determining inspection stage changes

'\QDPLFPRGLILFDWLRQUXOH
Taking the history into account

,QVSHFWLRQVWDJH

Tightened

Normal

Reduced

Skip

7LPH

6FUHHQ6HTXHQFHIRU'\QDPLF0RGLILFDWLRQ5XOHV)XQFWLRQV
The functions for maintaining and displaying dynamic modification rules are provided in three
different screens:
• ,QLWLDOVFUHHQ
In this screen, you specify the identifier for the dynamic modification rule.
• +HDGHUGDWDVFUHHQ
In this screen, you maintain the short text and blocking indicator. You also specify
when the dynamic modification should take place:
− When the usage decision is made
− When the inspection lot is created
• ,QVSHFWLRQVWDJHVFUHHQ
In this screen, you maintain the short text and the data for the inspection stages (such
as inspection severity, skip and the beginning inspection stage). You also maintain
the inspection stage changes on this screen.
6HHDOVR
Creating a Dynamic Modification Rule [Page 155]
Changing a Dynamic Modification Rule [Page 163]
Deleting a Dynamic Modification Rule [Page 164]
Maintaining Allowed Relationships [Page 165]

-XQH 
%DVLF'DWD 6$3$*
'\QDPLF0RGLILFDWLRQ&ULWHULD

'\QDPLF0RGLILFDWLRQ&ULWHULD
'HILQLWLRQ
Criteria for maintaining different quality levels in the system. The dynamic modification criteria
can consist of the following items or combination of items:
• Material
• Material and vendor
• Material and manufacturer
• Material, vendor, and manufacturer
• Material customer

8VH
The system uses the dynamic modification criteria to update the quality level and dynamically
modify the sample sizes.
The dynamic modification criteria are defined in Customizing for 4XDOLW\0DQDJHPHQW for the
following functions:
• Inspection lot origin
• Task list usage (a proposed value that can only be changed in the task list)
When the system updates the quality level, it uses the dynamic modification criteria that are
common to both the inspection lot origin and the task list usage.

([DPSOH6HOHFWLRQRIWKH'\QDPLF0RGLILFDWLRQ&ULWHULD
The following example illustrates how the system selects the dynamic modification criteria from
the inspection lot origin and the task list usage:

&XVWRPL]LQJGDWD
• Goods receipt
The inspection lot origin has the dynamic modification criteria “material” and “vendor”
• Goods issue
The inspection lot origin has the dynamic modification criteria “material” and
“customer”

&DVH
The task list has the dynamic modification criteria “material,” “vendor,” and “customer.” The
system responds as follows:
• For a goods receipt, the system maintains the quality level for “material” and “vendor”
• For a goods issue, the system maintains the quality level for “material” and “customer”

&DVH
The task list has the dynamic modification criteria “material” and “vendor.” The system responds
as follows:

 -XQH
 6$3$* %DVLF'DWD
'\QDPLF0RGLILFDWLRQ&ULWHULD

• For a goods receipt, the system maintains the quality level for “material” and “vendor”
• For a goods issue, the system maintains the quality level for “material”

&DVH
The task list has the dynamic modification criteria “material.” The system responds as follows:
• For a goods receipt, the system maintains the quality level for “material”
• For a goods issue, the system maintains the quality level for “material”
The following table provides an example of how the dynamic modification criteria are maintained
for the task list usages in the Customizing application (for example, by material, vendor,
customer, manufacturer, or various combinations of the four). In some instances, such as the
audit inspection, dynamic modification criteria are not maintained.

([DPSOHVIRUPDLQWDLQLQJWKHG\QDPLFPRGLILFDWLRQFULWHULD

7DVNOLVWXVDJH &ULWHULD
Material Vendor Manufacturer Customer
Production X
Engineering
Universal
Plant maintenance
Goods receipt X X X
GR model inspection X X X
Goods issue X X
Goods receipt X X

-XQH 
%DVLF'DWD 6$3$*
'\QDPLF0RGLILFDWLRQ'XULQJDQ,QVSHFWLRQ

'\QDPLF0RGLILFDWLRQ'XULQJDQ,QVSHFWLRQ
The dynamic modification process usually begins when an inspection lot is created. At this point,
the system reads the quality level and, depending on the inspection stage, determines the
samples sizes. At the same time, the system updates the quality level. If a quality level does not
exist, the system creates one on the basis of the selected dynamic modification criteria.
On the header screen for dynamic modification rules, you can specify when the dynamic
modification process should begin:

:LWKWKHXVDJHGHFLVLRQ
For dynamic modification with the usage decision, the quality level is updated LPPHGLDWHO\DIWHU
WKHXVDJHGHFLVLRQLVPDGH. At this point, the results of the inspection are updated in the quality
level. A planned change to a new inspection stage takes effect now.

:KHQDQLQVSHFWLRQORWLVFUHDWHG
In this case, the quality level is updated ZKHQWKHLQVSHFWLRQORWLVFUHDWHG. The system
assumes that the forthcoming inspection will lead to the lot or characteristic being DFFHSWHG.
An inspection lot that is created immediately after the quality level is updated uses the current
quality level as a basis for the inspection (without requiring a usage decision).
If a usage decision is made at a later stage, however, the system also updates the quality level
for an inspection lot or characteristic that was previously dynamically modified. This is particularly
relevant in the case of a rejection, because this may cause the system to carry out a planned
change in the inspection stage. The new inspection stage provides the basis for determining the
sample sizes for the next inspection lot.

A change in the quality level does not affect any inspection lots that were created
in the interim.

 -XQH
 6$3$* %DVLF'DWD
&UHDWLQJD'\QDPLF0RGLILFDWLRQ5XOH

&UHDWLQJD'\QDPLF0RGLILFDWLRQ5XOH
1. Choose /RJLVWLFV→4XDOLW\PDQDJHPHQW→4XDOLW\SODQQLQJ→%DVLFGDWD.
The system displays the screen for the basic data.
2. Choose '\QDPLF PRGLILFDWLRQ→'\QDPLFPRGLIFQUXOH→&UHDWH.
The system displays the initial screen for creating a dynamic modification rule.
3. Enter an identifier for the dynamic modification rule.
4. You can create a completely new dynamic modification rule or you can copy an
existing one. Choose one of the following options accordingly:
7RFUHDWHD 7RFUHDWHDQHZG\QDPLF
FRPSOHWHO\QHZ PRGLILFDWLRQ
G\QDPLF UXOHE\FRS\LQJDQH[LVWLQJ
PRGLILFDWLRQUXOH RQH
a) Choose *RWR→'\QDPLF a) Choose '\QPRGLILFDWLRQ
PRGLILFDWLRQUXOH. UXOH→&RS\.
The system displays the The system displays a
header screen for creating a dialog box for copying a
dynamic modification rule. dynamic modification rule.
b) Enter a short text for the b) Enter the name of the
dynamic modification rule. dynamic modification rule
you want to copy.
c) Continue with step 5 below. c) Choose &RS\.
The system displays the
header screen for creating
a dynamic modification
rule.
d) Change any of the
existing data in the
various screens of the
sampling procedure as
necessary
e) Continue with step 5
below.

5. Maintain the data for the remaining fields on the header data screen as required:
– Time of dynamic modification [Page 154] (with usage decision or when an
inspection lot is created)
– Blocking indicator
6. Choose *RWR → 1H[WVFUHHQto continue processing.
The system displays a screen in which you define individual inspection stages with
inspection severity, skips, and short texts. You also select an inspection stage as the
beginning inspection stage.

-XQH 
%DVLF'DWD 6$3$*
&UHDWLQJD'\QDPLF0RGLILFDWLRQ5XOH

For more information about maintaining the inspection stages, refer to the procedure
Maintaining Inspection Stage Changes [Page 160].
7. Save the dynamic modification rule.
When you save the dynamic modification rule, you can branch directly to the function
for maintaining the allowed relationships [Page 165] between sampling procedures
and dynamic modification rules.
6HHDOVR
Dynamic Modification During an Inspection [Page 154]
Fields on the Inspection Stage Screen [Page 157]

 -XQH
 6$3$* %DVLF'DWD
)LHOGVRQWKH,QVSHFWLRQ6WDJH6FUHHQ

)LHOGVRQWKH,QVSHFWLRQ6WDJH6FUHHQ
The following fields on the inspection stage screen that are particularly important when you
maintain a dynamic modification rule:
• Inspection stage [Page 158]
• Inspection severity [Page 142]
• Skip [Page 162]

-XQH 
%DVLF'DWD 6$3$*
,QVSHFWLRQ6WDJH

,QVSHFWLRQ6WDJH
An inspection stage is defined by the assignment of an inspection severity or a skip indicator and
by the rules for changing an inspection stage.
You assign an inspection stage an inspection severity (,QVS6HY column) or you must set the skip
indicator (6NLS column).
For each inspection stage, you must also define the conditions that specify an inspection stage
change.

 -XQH
 6$3$* %DVLF'DWD
'HOHWLQJ,QVSHFWLRQ6WDJHV

'HOHWLQJ,QVSHFWLRQ6WDJHV
1. Choose /RJLVWLFV→4XDOLW\PDQDJHPHQW→4XDOLW\SODQQLQJ→%DVLFGDWD.
The system displays the screen for the basic data.
2. Choose '\QDPLF PRGLILFDWLRQ→'\QDPLFPRGUXOH→&KDQJH.
The system displays the initial screen for changing a dynamic modification rule.
3. Enter an identifier for the dynamic modification rule in which you want to delete
inspection stages.
4. Choose *RWR → '\QDPLFPRGLILFDWLRQUXOH.
The system displays the header data screen.
5. Choose *RWR → 1H[WVFUHHQ.
6. Select the inspection stage or stages you want to delete.
7. Choose (GLW→'HOHWHVWDJH.
The system displays a dialog box informing you that any existing references to the
inspection stages will also be deleted.
8. Choose &RQWLQXH to proceed.
The system displays a dialog box in which you must confirm the deletion of the
selected inspection stages.
9. To delete the inspection stage(s), choose <HV
The system deletes the selected inspection stage(s).

-XQH 
%DVLF'DWD 6$3$*
0DLQWDLQLQJ,QVSHFWLRQ6WDJH&KDQJHV

0DLQWDLQLQJ,QVSHFWLRQ6WDJH&KDQJHV
For each inspection stage, you can define conditions under which the system increases or
decreases the inspection severity. There are two cases for an inspection stage change,
depending on the valuation of a characteristic:
• An “OK” case
• A “not-OK” case
The results from previous inspections (inspection history) are used to determine the current
quality level.
You have several possibilities for changing the inspection stages:
• If the conditions for a “not-OK” case are met, the system selects the new inspection
stage that was defined for a “not-OK” case.
• If the conditions for the “OK” case are met, the systems selects the new inspection
stage that was defined for an “OK” case.
• If neither condition is fulfilled, the system does not change the inspection stage.

3UHUHTXLVLWHV
Before you can maintain the inspection stage changes, you must have entered all inspection
stages on the inspection stage screen.

3URFHGXUH
1. Select the inspection stages using one of the following options:
– Select DOO inspection stages.
This method is recommended if you are creating the stage changes for the first
time, as the system guides you in a fixed sequence for the inspection stage
changes for all defined inspection stages.
To use this method, choose (GLW→6HOHFWDOO. The system selects all of the
inspection stages. If you want to cancel all selections, choose (GLW→'HVHOHFW
DOO.
– You select RQH inspection stage.
2. Choose *RWR→6WDJHFKDQJH.
The system displays a dialog box in which you maintain the conditions for an
inspection stage change.
3. Maintain the following conditions for the “OK” case and “not-OK” case:
– For the “OK case,” which can lead to a UHGXFWLRQ of the inspection scope, enter
the following information:
– The number of inspections to be carried out before the inspection stage can
be changed.
– The new inspection stage the system uses for the next inspection when the
conditions for an “OK” case are met.

 -XQH
 6$3$* %DVLF'DWD
0DLQWDLQLQJ,QVSHFWLRQ6WDJH&KDQJHV

– For an inspection stage defined as a skip stage, enter a maximum skip

duration in days.
– For the “not-OK” case, which can lead to an LQFUHDVH in the inspection scope,
enter the following information:
– The number of rejections that must occur before the inspection stage can be
changed. The system proposes a default value of . You can accept or
overwrite this value.
– The new inspection stage the system uses for the next inspection when the
conditions for a “not-OK” case are met.

If the conditions for an “OK” case and “not-OK” case apply at the same time, the
system uses the conditions for the “not-OK” case, as this case is checked first.
4. After you have made all the entries, choose 1H[WVFUHHQ to continue processing.
If you have selected DOO inspection stages, the system automatically displays the
dialog box for the next inspection stage. To proceed from a current dialog box to a
previous one, choose 3UHYLRXVVFUHHQ.
If you have selected RQH inspection stage, the system displays the screen for the
inspection stages.
To have the system check your entries, choose (GLW→&KHFN.
On the inspection stage screen, the system sets the stage change indicator(6W&), to
indicate that a stage change was maintained for the inspection stage.

-XQH 
%DVLF'DWD 6$3$*
6NLS

6NLS
A skip means that a characteristic for a material is accepted without being inspected, due to good
quality in the past.
To mark an inspection stage as a skip, mark the 6NLS column. In this case, do not specify an
inspection severity for the inspection stage.
In the dialog box for changing inspection stages, you can enter a maximum skip period (in days)
for a skip inspection stage.

 -XQH
 6$3$* %DVLF'DWD
&KDQJLQJD'\QDPLF0RGLILFDWLRQ5XOH

&KDQJLQJD'\QDPLF0RGLILFDWLRQ5XOH
1. Choose /RJLVWLFV→4XDOLW\PDQDJHPHQW→4XDOLW\SODQQLQJ→%DVLFGDWD.
The system displays the screen for the basic data.
2. Choose '\QDPLF PRGLILFDWLRQ→'\QDPLFPRGUXOH→&KDQJH.
The system displays the initial screen for changing a dynamic modification rule.
3. Enter an identifier for the dynamic modification rule you want to change.
4. Choose *RWR → '\QDPLFPRGLIFDWLRQUXOH.
The system displays the header data screen.
5. Change the data as required in this screen.
6. Choose *RWR → 1H[WVFUHHQ to access the screen for the inspection stages.
7. Change the data in this screen and in the detail screens for the desired inspection
stages as required.
8. Save the changes.
The system returns to the initial screen and confirms that the dynamic modification
rule was changed.
6HHDOVR
Dynamic Modification During an Inspection [Page 154]
Fields on the Inspection Stage Screen [Page 157]

-XQH 
%DVLF'DWD 6$3$*
'HOHWLQJD'\QDPLF0RGLILFDWLRQ5XOH

'HOHWLQJD'\QDPLF0RGLILFDWLRQ5XOH
1. Choose /RJLVWLFV→4XDOLW\PDQDJHPHQW→4XDOLW\SODQQLQJ→%DVLFGDWD.
The system displays the screen for the basic data.
2. Choose→ '\QDPLF PRGLILFDWLRQ→'\QDPLFPRGUXOH→&KDQJH.
The system displays the initial screen for changing a dynamic modification rule.
3. Enter the identifier for the dynamic modification rule that you want to delete.
4. Choose *RWR → '\QDPLFPRGLILFDWLRQUXOH.
The system displays the header data screen.
You can only delete a dynamic modification rule on the header data screen and not
on the inspection stages screen.

You FDQQRW delete a dynamic modification rule if it is used in a task list.

5. To delete the dynamic modification rule, choose '\Q0RGLILFDWLRQ UXOH→'HOHWHUXOH.
The system displays a dialog box for confirming the deletion.
6. Confirm the deletion by selecting <HV
The system returns to the initial screen and it confirms that the dynamic modification
rule was deleted.

 -XQH
 6$3$* %DVLF'DWD
0DLQWDLQLQJ$OORZHG5HODWLRQVKLSV

0DLQWDLQLQJ$OORZHG5HODWLRQVKLSV
The allowed relationships table contains combinations of VDPSOLQJSURFHGXUHV that refer to
sampling schemes and G\QDPLFPRGLILFDWLRQUXOHV. Sampling procedures without sampling
schemes are not relevant for allowed relationships.
When you make new entries for the allowed relationships, the system checks whether entries
(sampling plans) exist in the corresponding sampling scheme for all inspection severities [Page
142] in the dynamic modification rule and possibly for the AQL value [Page 141] in the sampling
procedure. Without this check, the system may discontinue the inspection when it attempts to
create an inspection lot, if the sampling scheme does not provide for all possibilities.
You can only enter combinations of dynamic modification rules and sampling procedures with
sampling schemes in a task list that are defined as allowed relationships in the Customizing for
4XDOLW\0DQDJHPHQW.

3URFHGXUH
1. After you save a sampling procedure, the system displays a dialog box in which you
must specify whether you want to enter sampling procedure in the table of allowed
relationships.
2. To maintain the allowed relationships, choose <HV.
The system confirms that the sampling procedure was included in the table of allowed
relationships.
3. Choose &RQWLQXH.
The system displays the screen for maintaining the allowed relationships between
sampling procedures and dynamic modification rules.
4. Choose (GLW → 1HZHQWULHV.
5. Enter a dynamic modification rule for the sampling procedure.
6. Save the data and return to the initial screen.

*UDSKLF$OORZHG5HODWLRQVKLSV

-XQH 
%DVLF'DWD 6$3$*
0DLQWDLQLQJ$OORZHG5HODWLRQVKLSV

$OORZHG5HODWLRQVKLS

'\QDPLF0RGLI5XOH

Stage Severity
4 004
6 006

6DPSOLQJ3URFHGXUH 6DPSOLQJ3URFHGXUH

Sampling Scheme Sampling Scheme

Severity Severity
004 004
006

 -XQH
 6$3$* %DVLF'DWD
4XDOLW\0DQDJHPHQW'DWDLQWKH0DWHULDO0DVWHU5HFRUG

4XDOLW\0DQDJHPHQW'DWDLQWKH0DWHULDO0DVWHU5HFRUG
This section describes how you can maintain the QM-specific data in the material master record.

4XDOLW\0DQDJHPHQW'DWDLQWKH0DWHULDO0DVWHU5HFRUG2YHUYLHZ>3DJH
@
0DLQWDLQLQJWKH40'DWDIRUD0DWHULDO>3DJH@
*HQHUDO'DWDIRU4XDOLW\0DQDJHPHQW>3DJH@
3URFXUHPHQW'DWDIRUD0DWHULDO>3DJH@
0DLQWDLQLQJWKH40,QVSHFWLRQ'DWD>3DJH@
'HWDLOHG,QIRUPDWLRQIRUWKH,QVSHFWLRQ7\SH>3DJH@
&XVWRPL]LQJ6HWWLQJVIRU,QVSHFWLRQ7\SHV>3DJH@
40,QVSHFWLRQ'DWDIRUDQ,QVSHFWLRQ:LWKRXWD7DVN/LVW>3DJH@
40,QVSHFWLRQ'DWDIRUDQ,QVSHFWLRQZLWKD7DVN/LVW>3DJH@
,QVSHFWLRQ/RW2ULJLQ>3DJH@
'\QDPLF0RGLILFDWLRQ&ULWHULD>3DJH@

-XQH 
%DVLF'DWD 6$3$*
4XDOLW\0DQDJHPHQW'DWDLQWKH0DWHULDO0DVWHU5HFRUG2YHUYLHZ

4XDOLW\0DQDJHPHQW'DWDLQWKH0DWHULDO0DVWHU5HFRUG
2YHUYLHZ
The material master record contains a selection of basic data that relates to quality management.
This data exerts global control over the inspection processing activities for an affected material.
In the material master record, for example, you specify whether the QM functions will be active
for procurement or inspection processing, or both. In addition, you can specify whether a material
will be posted to inspection stock. To control the QM activities, you must maintain various control
indicators and data such as:
• 3URFXUHPHQWGDWD
− Procurement control key
− Certificate type
− Requirements for the vendor’s quality management system
− Technical delivery terms
• 40LQVSHFWLRQGDWD
− Inspection type
− Use of a task list or material specification
− Record inspection results on the basis of characteristics
− Quality score procedure
− Sample calculation
6HHDOVR
Maintaining the QM Data for a Material [Page 169]
For more information on maintaining master data see /20DQDJLQJ0DWHULDO0DVWHU'DWD.

 -XQH
 6$3$* %DVLF'DWD
0DLQWDLQLQJWKH40'DWDIRUD0DWHULDO

0DLQWDLQLQJWKH40'DWDIRUD0DWHULDO
This section describes the quality management data that you must define for a material. You
require this data if you want to use the Quality Management (QM) application component for the
procurement and inspection activities.
To define the QM data in the material master, proceed as follows:
1. Choose /RJLVWLFV → 4XDOLW\PDQDJHPHQW → 4XDOLW\SODQQLQJ → 0DWHULDO.
The system displays the screen 4XDOLW\3ODQQLQJIRU0DWHULDO.
2. Choose 0DWHULDO → 0DWHULDOPDVWHU → &UHDWH or &KDQJH.
The initial screen for creating or changing a material appears.
3. If you create a material, enter the ,QGXVWU\VHFWRU, 0DWHULDOW\SH and, if necessary, the
0DWHULDO. If you do not enter a material, the system automatically assigns a material
number from a predefined number range.
If you change a material, enter the material number (and the change number, if
necessary).
4. Choose (QWHUA dialog box appears. From this dialog box you can select the required
view.
5. From the list of views, select at least the 4XDOLW\PDQDJHPHQW view; then select
&RQWLQXH.
A dialog box appears in which you must enter the organizational level.
6. Enter the plant number and select &RQWLQXH.
The LQLWLDO screen for the QM data. The most important data in the quality
management screen is divided between two screen areas:
− General Data for Quality Management [Page 170]
− Procurement data [Page 173]
From this screen, you can also call up the screen for the 40LQVSHFWLRQGDWD by
choosing ,QVSHFWLRQGDWD.
6HHDOVR
Maintaining the QM Inspection Data [Page 176]

-XQH 
%DVLF'DWD 6$3$*
*HQHUDO'DWDIRU4XDOLW\0DQDJHPHQW

*HQHUDO'DWDIRU4XDOLW\0DQDJHPHQW
To be able to use the functions of the QM component, you must maintain the following JHQHUDO
GDWD for a material:
• 0DWHULDOVKRUWWH[WandEDVHXQLWRIPHDVXUH
This information is mandatory and identical for all application areas. For this reason,
consult with the other departments about this data before entering the information and
select the data that suits all departments.
You can also define a unit of issue that will be used when the material is issued from
the warehouse. This unit can also be used for stock transfers and transfer postings. If
you have already entered this data in another view for the material (for example, in
the purchasing view), the system copies the entered data into the corresponding
fields.
• 4XDOLW\LQVSHFWLRQ
You set this indicator if the material is to be subjected to a quality inspection. This
field is hidden if at least one inspection type UHOHYDQWWRVWRFN is active.
If you want to post all goods receipts for a material to inspection stock, you must set
the 4XDOLW\LQVSHFWLRQ indicator. You can set this indicator if:
− QM is QRW active for the material
− QM is only active for procurement
If you do not set this indicator, the goods receipt will be posted to the unrestricted-use
stock.
• 40LQVSHFWLRQGDWD
If this field is marked, it means that QM inspection data [Page 176] exists for the
material. This indicator is set automatically if you activated DWOHDVWRQHLQVSHFWLRQ
W\SH
• 'RFXPHQWDWLRQUHTXLUHG
If this indicator is set, any changes made to the inspection lots that were created for
the material will be recorded in change documents. This means that you can only
change inspection lots with history. Any changes to the usage decision for an
inspection lot are also documented. This field is only relevant if QM is active with the
inspection processing functions.
• ,QVSHFWLRQLQWHUYDO
In this field you enter the period of time in days when the next recurring inspection
[Page 172] should occur.
• &DWDORJSURILOH
You can assign a catalog profile to a material. This catalog profile will then be
proposed when you create a quality notification or record defects.
• 40PDWHULDODXWKRUL]DWLRQJURXSIRU40IXQFWLRQV
This key limits the access authorization of users to the material-related data in quality
management.

 -XQH
 6$3$* %DVLF'DWD
*HQHUDO'DWDIRU4XDOLW\0DQDJHPHQW

The material authorization in QM allows a detailed authorization check to be carried

out from a material standpoint. Processing of the following is checked by the
authorization object:
− Material authorization group in material master record
− Inspection completion and usage decision
− Inspection lot
− Inspection results (inspection characteristics, defects)
− QM information records
− Quality levels
− Material specification
If this authorization group is not maintained, an inspection is not carried out.
6HHDOVR
Procurement Data for a Material [Page 173]

-XQH 
%DVLF'DWD 6$3$*
5HFXUULQJ,QVSHFWLRQIRU%DWFKHV

5HFXUULQJ,QVSHFWLRQIRU%DWFKHV
The function for recurring inspections allows you to monitor the quality of batches contained in
the warehouse stock.
For this purpose, an LQVSHFWLRQGDWH is calculated (in addition to the expiration date) when a
batch is received in a goods receipt shipment
To be able to determine the inspection date, you must enter an LQVSHFWLRQLQWHUYDO when you
maintain the QM data in the material master record. The inspection interval defines the time
period that must expire before the next recurring inspection must be carried out.
A program that is run periodically (batch job) monitors the batch materials in the warehouse and
causes one of the following activities to be carried out when the LQVSHFWLRQGDWH is reached or
exceeded:
• Inspection lot creation
• Inspection lot creation and batch posting to inspection stock
• Inspection lot creation and changing status of batch to "not released"
If the H[SLUDWLRQGDWH is reached or exceeded for a batch, the batch is blocked. This changes the
batch status to “not released” or causes the batch quantity to be posted to blocked stock, if the
batch status management function is not active. In this case, an inspection lot is not created.
When you make a usage decision to accept an inspection lot, the batch quantity is posted to
unrestricted-use stock or the batch status is changed to “released,” depending on the option you
selected.
The system calculates the next inspection date for the batch and stores it in the batch record.
6HHDOVR
/2%DWFK0DQDJHPHQW

 -XQH
 6$3$* %DVLF'DWD
3URFXUHPHQW'DWDIRUD0DWHULDO

3URFXUHPHQW'DWDIRUD0DWHULDO
If you want to use the QM functions for procurement, you must specifically maintain certain data
in the material master record relating to the procurement activities. You must first set the control
indicator for QM in procurement and you must specify a control key. Depending on the control
key you selected, you must also, for example, specify the certificate type that will be required
upon goods receipt.
In the screen area for the SURFXUHPHQWGDWD, you must define the following data to activate the
QM functions for procurement:
• 40SURFXUHPHQW
If the QM functions are to be active for the SURFXUHPHQW of the material, select (mark)
this field. This field should always be selected if you have entered other data in the
screen area for the procurement data.
• &RQWURONH\
This key, defined in the Customizing application, specifies which conditions apply to
QM in procurement. For example, it defines whether the following items are required:
− Technical delivery terms
− Quality assurance agreement
− Vendor release
− Quality certificate
If the SAP R/3 documentation administration function is active in your company and
you select a key that requires WHFKQLFDOGHOLYHU\WHUPV, then the dialog box for
linking documents is displayed after you choose (QWHU You must then supplement the
corresponding data for the technical delivery terms. The field 7HFKGHOLYHU\WHUPV in
the screen area for the procurement data will then be marked.
6HHDOVR
&$'RFXPHQW0DQDJHPHQW
• &HUWLILFDWHW\SH
You must enter a certificate type if you have selected a control key that requires a
certificate type. The control key, which is defined in the Customizing application,
causes a certificate to be requested from the vendor for each purchase order item.
With this control key, you can also control:
− Whether the system checks that a certificate has already been received for a
purchase order item during goods receipt.
− Whether a certificate must be provided for each goods receipt for a purchase
order item
− Which notification type will be generated by the system, if the required certificate
is not provided
• 5HTXLUHPHQWVIRUWKH40V\VWHP
With the key that you enter in this field, you (as a customer in a delivery relationship)
define the requirements for the Vendor Quality Management System [Page 175].

-XQH 
%DVLF'DWD 6$3$*
3URFXUHPHQW'DWDIRUD0DWHULDO

The actual QM system is defined in the vendor master at client level, or in the quality
info-record for a combination of material/vendor at the plant level. During the
procurement activities (for example, when a request for quotation is made or a
purchase order is created), the system checks whether the vendor’s QM system
fulfills the requirements for the material.
In the Customizing application, it is possible to assign a valuation to the models
defined in the R/3 System. This valuation has no control function; it is only used for
purposes of providing information. With the help of the valuation, you can determine,
for example, whether a valid certificate is available, the origin of the certificate, or the
score for the system audit.
6HHDOVR
Quality Management in Procurement [Ext.]
For more information about maintaining the vendor master see 003XUFKDVLQJ

 -XQH
 6$3$* %DVLF'DWD
9HQGRU4XDOLW\0DQDJHPHQW6\VWHP

9HQGRU4XDOLW\0DQDJHPHQW6\VWHP
Some companies - in particular, government agencies and large corporations - require their
vendors to verify that an appropriate quality management system is documented, implemented
and in use within their organization. Ever since the ISO 9000 series of standards received
general recognition, many companies have obtained ISO 9000 certificates from accredited
organizations. The scope and requirements of these quality management systems, however,
vary according to the needs of individual companies. As a result, many different models and
requirements exist for quality management systems. Many of these requirements apply only to
certain parts of the quality management system and are therefore covered by the certificates.
You must determine whether the specifications of the quality management system fulfill the
certification requirements on a case-by-case basis.

A customer requests a vendor to verify that his quality management system

complies with the AQAP-4 standard. The vendor has a certificate that confirms
that his quality management system is certified according to the ISO 9000
standard. A comparison in this case reveals that both systems are equivalent.

-XQH 
%DVLF'DWD 6$3$*
0DLQWDLQLQJWKH40,QVSHFWLRQ'DWD

0DLQWDLQLQJWKH40,QVSHFWLRQ'DWD
The QM inspection data ensures that inspection lots can later be created for the material within
the scope of quality management. Inspection lots are created for all goods movements that are
relevant to QM. In the material master record, you define which goods movements are relevant to
QM.
If you want to activate QM for a material, you must assign at least one Inspection type [Page 180]
to the material when you maintain the QM inspection data.
6HHDOVR
How to Maintain the QM Inspection Data [Page 177]
Collectively Changing Inspection Data [Page 190]

 -XQH
 6$3$* %DVLF'DWD
+RZWR0DLQWDLQWKH40,QVSHFWLRQ'DWD

+RZWR0DLQWDLQWKH40,QVSHFWLRQ'DWD
To maintain the QM inspection data for a material, carry out the following steps:
1. From the quality management data screen in the material master, choose ,QVSHFWLRQ
GDWD.
The dialog box 40LQVSHFWLRQGDWDappears.
2. Define the quality inspections to which the material is subjected for the different
movement types. To do this, select 1HZHQWULHV and choose an LQVSHFWLRQW\SH
using the possible entries help.
3. When you enter one or more inspection types [Page 180] in the appropriate column,
you determine how the inspection takes place.
To activate an inspection type/material combination for QM, you must activate the $FW
column; only then is it possible to create inspection lots.
The upper section of the dialog box displays the possible inspection types. The lower
section of the dialog box contains the data corresponding to the inspection type that is
selected in the upper section. This detailed information [Page 181] for the inspection
type influences the processing of the material during inspection processing and
results recording. The control indicators and data are predefined in the Customizing
application for each inspection type. These settings, however, can be changed at any
time in the dialog box for the QM inspection data.
How you maintain the data for the inspection type depends on whether or not you
want to inspect with or without a task list (inspection plan or routing), or with a task list
or a material specification. Depending on which fields you maintain with data, certain
other fields may thereby also require mandatory entries. For more information on the
individual fields, refer to the F1 help.
4. To save the QM inspection data, choose &RQWLQXH to return to the screen for quality
management data and then choose 0DWHULDO→6DYH.

In the QM component, you can SUHSODQDQLQVSHFWLRQ and prepare all materials

in the database accordingly. You can do this by assigning an appropriate
inspection type to each material for which you want to plan an inspection. At this
point, you do QRW set the $FW indicator to activate the inspection type. When you
save a material, the corresponding data will be assigned to the material in the
database. In this case, no inspection lots can be created. This occurs only after
you change the material and activate the inspection type.
The system contains a report that you can use to activate an inspection type. This
report, located in the menu for Quality Planning for Material [Page 179], allows
you to activate an inspection type JOREDOO\ IRUDOOPDWHULDOV. To call up this
report, select ,QVSHFWLRQ → $FWLYDWH.
6HHDOVR
QM Inspection Data for an Inspection Without a Task List [Page 198]
QM Inspection Data for an Inspection with a Task List [Page 200]
QM Inspection Data for Inspection with a Material Specification [Ext.]

-XQH 
%DVLF'DWD 6$3$*
+RZWR0DLQWDLQWKH40,QVSHFWLRQ'DWD

Collectively Changing Inspection Data [Page 190]

Editing Inspection Data Individually [Page 191]
Activating and Deactivating Inspection Types [Page 192]

 -XQH
 6$3$* %DVLF'DWD
4XDOLW\3ODQQLQJIRU0DWHULDO

4XDOLW\3ODQQLQJIRU0DWHULDO
To call up the menu for quality planning for a material from the main menu, choose /RJLVWLFV→
4XDOLW\PDQDJHPHQW→4XDOLW\SODQQLQJ→0DWHULDO.

-XQH 
%DVLF'DWD 6$3$*
,QVSHFWLRQ7\SH

,QVSHFWLRQ7\SH
You use the inspection type to define how a material should be inspected. The inspection type
includes:
• A task list usage (for example, for goods receipt, production or goods issue). The task
list usage for the inspection type must contain a subset of the dynamic modification
criteria for the inspection lot origin that is assigned to the inspection type.
• A default selected set for the usage decision. If you assign a default selected set from
the inspection catalog, you can only use codes from this selected set when you make
the usage decision for the inspection lot. In addition, you can specify that the selected
set must assigned to the same plant as the inspection lot.
• Print control indicators that trigger the printout of the inspection instructions and
sample drawing instructions, as soon as the sample size has been determined.
)RUH[DPSOHWKHIROORZLQJLQVSHFWLRQW\SHVDUHSRVVLEOH
• Goods receipt inspection
• Goods receipt inspection, model
• Goods receipt inspection, preliminary series
• Goods issue inspection
• Inspection during production
• Inspection for a goods receipt received from production
• Goods receipt inspection for pilot series
• Inspection for miscellaneous goods receipt movements
• Inspection for goods returned by customer
• Audit inspection
• Inspection for a stock transfer
• Recurring inspection
• Inspection for a delivery to a customer with reference to sales order
• Inspection for a delivery to a customer without reference to sales order
• Inspection for a general delivery
• Inspection for run schedule headers
• Miscellaneous inspections

 -XQH
 6$3$* %DVLF'DWD
'HWDLOHG,QIRUPDWLRQIRUWKH,QVSHFWLRQ7\SH

'HWDLOHG,QIRUPDWLRQIRUWKH,QVSHFWLRQ7\SH
For each inspection type, you can predefine a number of indicators and field values using the
Customizing Settings for Inspection Types [Page 197] These presettings are displayed as default
values in the dialog box for the QM inspection data. You can change these presettings
individually for a material.
How you set the various indicators for the inspection type when you maintain the QM inspection
data also depends on whether you want to inspect ZLWK a task list or material specification, or
ZLWKRXW a task list.
6HHDOVR
QM Inspection Data for an Inspection Without a Task List [Page 198]
QM Inspection Data for an Inspection with a Task List [Page 200]
QM Inspection Data for Inspection with a Material Specification [Ext.]
For individual materials or material groups, you can define different inspection lot processing
activities by maintaining the detail information. You can maintain the following indicators and
data:
• Posting to inspection stock [Page 183]
You can use the control indicator for quality inspection stock regardless of whether
the quality inspection is carried out on the basis of an inspection plan or a material
specification.
• Inspect with a material specification [Page 184]
• Inspect with inspection plan [Page 185]
• Automatic assignment [Page 186]
• Recording Results for Characteristics [Page 187]
• 100% inspection
A 100% inspection means that:
− The entire inspection lot must be inspected
− All characteristics must be inspected (full inspection); for inspections carried out
with a task list or material specification
• Skips allowed [Page 188]
• Trigger sample calculation manually [Page 189] (manual release of inspection lot)
• Manual determination of sample sizes
This indicator only applies to inspections carried out ZLWKRXW a task list or a material
specification
• Sample percentage for sampling inspections ZLWKRXW a task list or a material
specification
• Automatic usage decision
If you set this indicator for an inspection type, the system can make automatic usage
decisions for the inspection lots with this inspection type.

-XQH 
%DVLF'DWD 6$3$*
'HWDLOHG,QIRUPDWLRQIRUWKH,QVSHFWLRQ7\SH

• Single units possible [Page 193]; allows you to record the serial numbers of the single
units being inspected
• Average inspection duration (measured in work days)
• Procedure for determining the quality score [Page 194]
• Allowable defect share for the quality score procedures that use the share of defects
to calculate the quality score.
• Inspection for first goods receipt inspection lot only
Here you specify that an inspection lot is only to be created for the ILUVW partial
delivery for each purchase order item.
• Individual QM order [Page 195]
• QM order [Page 196]
6HHDOVR
Material Specification as a Planning Tool [Ext.]
Inspection Plans and Reference Operation Sets [Ext.]
Automatic Usage Decision [Ext.]
Activating and Deactivating Inspection Types [Page 192]
Collectively Changing Inspection Data [Page 190]
Editing Inspection Data Individually [Page 191]

 -XQH
 6$3$* %DVLF'DWD
&RQWURO,QGLFDWRUIRU,QVSHFWLRQ6WRFN

&RQWURO,QGLFDWRUIRU,QVSHFWLRQ6WRFN
If you set this indicator, the quantity of the material will be posted to inspection stock during a
goods movement. If the indicator is not set, the material will be posted to unrestricted-use stock.
Only the QM department can post the material out of inspection stock. If the QM component is
active for the inspection processing functions, inspection lots will also be created.
You can set the indicator for inspection types with one of the following LQVSHFWLRQORWRULJLQV:
• 01 goods receipt
• 04 goods receipt from production
• 05 miscellaneous goods receipt
• 08 stock transfer
You cannot set the control indicator for inspection stock for inspection types with an inspection lot
origin that is not VWRFNUHOHYDQW (for example, for an inspection during production, audit
inspection, etc.).

You can post a material to XQUHVWULFWHGXVHVWRFNLPPHGLDWHO\ if for a goods

movement it is determined that no inspection characteristic has to be inspected
for the inspection lot, because of the existing quality level (skip lot). A prerequisite
for this is that the control indicators for skips and the automatic usage decision
must be active for the corresponding inspection type in the QM inspection data.

-XQH 
%DVLF'DWD 6$3$*
,QVSHFWLRQZLWKD0DWHULDO6SHFLILFDWLRQ

,QVSHFWLRQZLWKD0DWHULDO6SHFLILFDWLRQ
If you set this indicator, you can carry out an inspection on the basis of a material specification.
An inspection using a material specification can supplement or even replace an inspection
carried out on the basis of a task list 8inspection plan or routing).
If this indicator is set, the material specification must be maintained for the material in order to be
able to carry out an inspection.

 -XQH
 6$3$* %DVLF'DWD
,QVSHFWLRQZLWKDQ,QVSHFWLRQ3ODQ

,QVSHFWLRQZLWKDQ,QVSHFWLRQ3ODQ
You must assign an inspection plan to an inspection lot if:
• You want the system to calculate the sample size on the basis of the quality level (Q-
level).
• You want to record results for characteristics; you must carry out the inspection with
an LQVSHFWLRQSODQ or PDWHULDOVSHFLILFDWLRQ in order to able to record results for
characteristics.
The sample size can only be calculated after an inspection plan has been assigned to the
inspection lot.

-XQH 
%DVLF'DWD 6$3$*
$XWRPDWLF$VVLJQPHQWV

$XWRPDWLF$VVLJQPHQWV
If this indicator is set, the system will try to assign an inspection plan or a material specification
automatically.
You can only set this indicator if one of the following indicators is set:
• ,QVSHFWZLWKLQVSHFWLRQSODQ
• ,QVSHFWZLWKVSHF

 -XQH
 6$3$* %DVLF'DWD
5HFRUGLQJ5HVXOWVIRU&KDUDFWHULVWLFV

5HFRUGLQJ5HVXOWVIRU&KDUDFWHULVWLFV
You must carry out an inspection with an inspection plan or material specification to be able to
record results for characteristics.

-XQH 
%DVLF'DWD 6$3$*
6NLSV$OORZHG

6NLSV$OORZHG
If you set this indicator, you specify that a characteristic can be skipped when the system
calculates the sample size.
It is possible to post a material to XQUHVWULFWHGXVHVWRFNLPPHGLDWHO\ if it is determined that no
inspection characteristic has to be inspected for the inspection lot, because of the existing quality
level (skip lot). In order to do this, you must set this indicator in addition to the indicator for the
automatic usage decision.

 -XQH
 6$3$* %DVLF'DWD
0DQXDOO\7ULJJHULQJWKH6DPSOH&DOFXODWLRQ

0DQXDOO\7ULJJHULQJWKH6DPSOH&DOFXODWLRQ
This indicator specifies that the sample calculation in the inspection lot must be triggered
manually.
In an inspection ZLWK inspection specifications (task list or material specification), the sample is
calculated on the basis of the sampling procedure stored there for the characteristics.
In an inspection ZLWKRXW a task list or material specification, you must enter an inspection
percentage in the ,QVSHUFHQWDJH field or you must set the indicator for a 100% inspection.

-XQH 
%DVLF'DWD 6$3$*
&ROOHFWLYHO\&KDQJLQJ,QVSHFWLRQ'DWD

&ROOHFWLYHO\&KDQJLQJ,QVSHFWLRQ'DWD
3UHUHTXLVLWHV
You must have created the QM relevant data (Q view) in the material master record.
When you DFWLYDWH the first inspection type relevant to stock, the LQVSHFWLRQVWRFN for the
material must be HPSW\. Only in this way can you ensure that all the inspection stock is covered
by inspection lots. You post stock quantities to and from the inspection stock using the inventory
posting function in the MM application component.
When you GHDFWLYDWH the last inspection type relevant to stock, the inspection stock for the
material must also be empty. To do this you must post the inspection lot quantities out of the
inspection stock.

3URFHGXUH
1. In the QM view of the material master record choose ,QVSHFWLRQGDWD→ (GLW
2. Choose ,QVSHFWLRQGDWDFROOHFWLYHFKDQJH
3. Enter the range of values for the material that you want to edit. You can make the
selection by using the material, plant, or the class.
4. Enter the inspection type.
5. You can control the following using the indicator:
,QGLFDWRU (IIHFWV
Do not display material list All materials are processed in the background
Create change documents Changes are updated in the database.
Caution: Collective changes can limit system
performance.
6. Choose ([HFXWH In the dialog box, enter the inspection data that you want to assign
to all materials.
7. Choose &RQWLQXH.
The list of materials in the value range appears, provided that you did not choose the
background processing option.
8. Select the desired materials.
9. Save your entries
6HHDOVR
Editing Inspection Data Individually [Page 191]
Activating and Deactivating Inspection Types [Page 192]

 -XQH
 6$3$* %DVLF'DWD
(GLWLQJ,QVSHFWLRQ'DWD,QGLYLGXDOO\

(GLWLQJ,QVSHFWLRQ'DWD,QGLYLGXDOO\
3UHUHTXLVLWHV
You must have created the QM relevant data (Q view) in the material master record.
When you DFWLYDWH the first inspection type relevant to stock, the LQVSHFWLRQVWRFN for the
material must be HPSW\. Only in this way can you ensure that all the inspection stock is covered
by inspection lots. You post stock quantities to and from the inspection stock using the inventory
posting function in the MM application component.
When you GHDFWLYDWH the last inspection type relevant to stock, the inspection stock for the
material must also be empty. To do this you must post the inspection lot quantities out of the
inspection stock.

3URFHGXUH
1. In the QM view of the material master record choose ,QVSHFWLRQGDWD→ (GLW
2. Choose ,QVSHFWLRQGDWDHGLWLQGLYLGXDO
3. Enter the range of values for the material, from which you can later select the
individual materials You can make the selection by using the material, plant, or the
material class.
4. By using the &KDQJHGRFXPHQWVindicator you can control whether the changes made
are updated in the database for the documentation. However, if collective changes
are saved, this can limit system performance.
5. Choose ([HFXWH
6. From the list, select the material that you want to edit.
7. Choose &KDQJH40LQVSHFWLRQGDWD. The dialog box for editing inspection data
appears.
8. Save your entries.
6HHDOVR
Activating and Deactivating Inspection Types [Page 192]
Collectively Changing Inspection Data [Page 190]

-XQH 
%DVLF'DWD 6$3$*
$FWLYDWLQJDQG'HDFWLYDWLQJ,QVSHFWLRQ7\SHV

$FWLYDWLQJDQG'HDFWLYDWLQJ,QVSHFWLRQ7\SHV
3UHUHTXLVLWHV
You must have created the QM relevant data (Q view).in the material master record.
When you DFWLYDWH the first inspection type relevant to stock, the LQVSHFWLRQVWRFN for the
material must be HPSW\. Only in this way can you ensure that all the inspection stock is covered
by inspection lots. You post stock quantities to and from the inspection stock using the inventory
posting function in the MM application component.
When you GHDFWLYDWH the last inspection type relevant to stock, the inspection stock for the
material must also be empty. To do this you must post the inspection lot quantities out of the
inspection stock.

3URFHGXUH
$FWLYDWLQJRU'HDFWLYDWLQJ,QVSHFWLRQ7\SHVIRU/DUJH4XDQWLWLHVRI0DWHULDO
1. In the QM view of the material master record choose ,QVSHFWLRQGDWD→ (GLW
2. Choose $FWLYDWHLQVSHFWLRQW\SHor 'HDFWLYDWHLQVSHFWLRQW\SH
3. Select the range of values. You can make the selection by using the material, plant,
or the class.
4. Enter the inspection type.
5. You can control the following using the indicator:
,QGLFDWRU (IIHFWV
Reassign inspection type The system activates the existing inspection type in the
materials, and adds it to those materials, to which the type
was not previously assigned.
If the inspection type did not exist, the system copies the
parameters that are defined in Customizing as default values
for the inspection type.
Do not display material list All materials are processed in the background.
Create change documents Changes are updated in the database.
You can display the &KDQJHGRFXPHQWVin the material
master record.

6. Choose ([HFXWH A list of the materials appears that are within the specified range of
values.
7. Select the materials, for which you want to activate or deactivate the inspection type.
8. Save your entries.
6HHDOVR
Collectively Changing Inspection Data [Page 190]
Editing Inspection Data Individually [Page 191]

 -XQH
 6$3$* %DVLF'DWD
6LQJOH8QLWV3RVVLEOH

6LQJOH8QLWV3RVVLEOH
You can individually manage serial numbers for eachLQVSHFWLRQW\SH for a material by activating
the indicator 6LQJOH8QLWVSRVVLEOH. If you have specified the recording of serial numbers for an
inspection type, the single units to be inspected are managed in D VHULDOQXPEHUOLVWfor the
inspection lot. The object list function in the Plant Maintenance (PM) component is used to create
this list.
To be able to use the function for managing serial numbers, you must also assign a VHULDO
QXPEHUSURILOH to the material in the material master record. The serial number profile specifies
that the material is subject to serial numbering for the QM purposes.
You can assign a serial number profile to a material in the view for the quality management data
by selecting ([WUDV → *HQHUDOSODQWGDWD.
By integrating the QM component in the PM component’s serial number management function,
you can:
• Maintain serial numbers as an object list for an inspection lot
• Copy the object list for an inspection lot from the object list of serial numbers for a
material document (for example, for goods receipt or goods issue postings)
• Assign single results for a serial number from the object list during results recording
• Confirm defects for a serial number

-XQH 
%DVLF'DWD 6$3$*
4XDOLW\6FRUH3URFHGXUH

4XDOLW\6FRUH3URFHGXUH
For each inspection type, you can specify a quality score procedure. When the system creates
an inspection lot, this field is copied into the inspection lot record. In the simplest quality score
procedure, the quality score is taken from the usage decision code. In another procedure the
quality score is calculated on the basis of the UHMHFWVKDUHin the inspected characteristics.

 -XQH
 6$3$* %DVLF'DWD
,QGLYLGXDO402UGHU

,QGLYLGXDO402UGHU
You must set this indicator if you want to record the DSSUDLVDOFRVWV for a combination of
inspection type and material using a QM order.
The indicator specifies that an individual QM order with an account assignment has been or will
be created for an inspection lot containing this material.
If the field 40RUGHU also contains an order number (in addition to the ,QGLYLGXDO40RUGHU
indicator being active), then this field will only be taken into consideration if an individual QM
order FRXOGQRW be created because of a missing account assignment for the inspection lot.
To be able to create an individual QM order, an account assignment (for example, sales order,
cost center or fixed asset) must be defined for the material or inspection lot.

-XQH 
%DVLF'DWD 6$3$*
402UGHU

402UGHU
In this field, you can manually (or the system can automatically) enter the number of a QM order
that will be used to record appraisal costs.
The QM order defined in this field is copied whenever inspection lots are created, provided that
QR individual QM order has been created.

 -XQH
 6$3$* %DVLF'DWD
&XVWRPL]LQJ6HWWLQJVIRU,QVSHFWLRQ7\SHV

&XVWRPL]LQJ6HWWLQJVIRU,QVSHFWLRQ7\SHV
The following controls are predefined in the &XVWRPL]LQJ application for inspection types:
• Inspection lot processing
− Status profile for inspection lots
− Selected set for usage decisions
− Print control for shop papers
− Printout time of sample drawing instruction and inspection instruction
− Messages during printout of inspection documents
• Inspection planning
− Inspection plan usage
− Material specification as an inspection specification or inspection operation
• Default value for the operation control key
• Default value for the operation number
• Default value for the operation text
• Results recording
− Recording view for the recording of inspection characteristic values
− Report type for defects recording

-XQH 
%DVLF'DWD 6$3$*
40,QVSHFWLRQ'DWDIRUDQ,QVSHFWLRQ:LWKRXWD7DVN/LVW

40,QVSHFWLRQ'DWDIRUDQ,QVSHFWLRQ:LWKRXWD7DVN
/LVW
If you want to inspect a material ZLWKRXW a task list, then the only mandatory field is the field for
the quality score procedure. In this field you enter a procedure that copies the quality score from
the usage decision code.
The following four control indicators determine how the sample size is calculated:
• 7ULJJHUPDQXDOO\
You must manually trigger the calculation of the sample size using the corresponding
function. The system calculates the sample size on the basis of the percentage value
that you enter in the ,QVSHUFHQWDJH field. If you do not make an entry into this field,
you must activate the indicator for a 100% inspection.
• 0DQXDOVDPSOHHQWU\
If you activate this indicator, you must enter the sample size manually when an
inspection lot is created.
• ,QVSHUFHQWDJH
The system calculates the sample size on the basis of the percentage value you enter
in this field.
• LQVSHFWLRQ
If this indicator is activated, a 100% inspection must be carried out for the inspection
lot. The sample size corresponds to the size of the inspection lot.
The following table provides an overview of the effects of the different settings.

&RQWUROLQGLFDWRUVIRUGHWHUPLQLQJWKHVDPSOHVL]H ZRLQVSHFWLRQSODQ

0DQ6PSO6] 0DQ&DOFXO 6DPSOHVL]H

X X entered manually
X calculation triggered manually *
automatically calculated by the system *
* Enter either an inspection percentage value or activate the indicator LQVSHFWLRQ
The entry of an average LQVSHFWLRQGXUDWLRQ is optional. If you enter a value for this parameter,
the system automatically calculates the planned start time or the planned end time of the
inspection for the inspection lot.
The following indicators have no function and should QRW be activated for an inspection without a
task list.
• ,QVSHFWZLWKLQVSHFWLRQSODQ
• &KDULQVSHFWLRQ
• $XWRPDWLFDVVLJQPHQW
• 6NLSVDOORZHG
6HHDOVR

 -XQH
 6$3$* %DVLF'DWD
40,QVSHFWLRQ'DWDIRUDQ,QVSHFWLRQ:LWKRXWD7DVN/LVW

QM Inspection Data for an Inspection with a Task List [Page 200]

QM Inspection Data for Inspection with a Material Specification [Ext.]

-XQH 
%DVLF'DWD 6$3$*
40,QVSHFWLRQ'DWDIRUDQ,QVSHFWLRQZLWKD7DVN/LVW

40,QVSHFWLRQ'DWDIRUDQ,QVSHFWLRQZLWKD7DVN/LVW
If you want to inspect a material ZLWK a task list, you PXVW set the following indicators:
• Inspect with inspection plan [Page 185]
• Char. inspection [Page 187]
• Quality Score procedure [Page 194]
• $OORZHGVKDUHRIVFUDS
Some quality score procedures use the defect share to calculate the quality score.
If you want to inspect with a task list ZLWKRXWFKDUDFWHULVWLFV, you must QRWset the indicator
&KDULQVSHFWLRQ. In such a case, you can provide the inspector with shop papers in the form of
an inspection instruction. The inspector does not record the individual results.
The following control indicators are RSWLRQDO, depending on which inspection type you select and
how you want to record the inspection results.
• Automatic assignments [Page 186].
The system automatically tries to select an inspection specification (task list or
material specification) and assign it to the inspection lot. If there are several
inspection specifications that meet the selection criteria, a selection list is displayed
from which you must select the desired inspection specification.
• LQVSHFWLRQ
• Skips allowed [Page 188]
• 7ULJJHUPDQXDOO\
You trigger the calculation of the sample size manually.
• $YJLQVSHFWLRQGXUDWLRQ
When an inspection lot is created, you can enter the planned start date of the
inspection. The system then calculates the planned end date of the inspection (or vice
versa).
The following control indicators have no function and should QRW be activated:
• 0DQXDOVDPSOHHQWU\
You enter the sample size manually
• ,QVSHUFHQWDJH
The percentage value that will be used to calculate the sample.
6HHDOVR
QM Inspection Data for an Inspection Without a Task List [Page 198]
QM Inspection Data for Inspection with a Material Specification [Ext.]
Sample Determination Without a Task List or Material Specification [Page 149]

 -XQH
 6$3$* %DVLF'DWD
,QVSHFWLRQ/RW2ULJLQ

,QVSHFWLRQ/RW2ULJLQ
An inspection lot can be created as a result of a number of activities in the Logistics applications
(for example, during production, upon goods receipt or goods issue). <RXFDQDVVLJQRQHRU
PRUHLQVSHFWLRQW\SHVIRUHDFKLQVSHFWLRQORWRULJLQ. As a result, a goods receipt shipment
based on a purchase order may have different inspection types:
• Initial delivery
• Model delivery
• Follow-up delivery
The inspection lot origin contains the following information:
• Dynamic modification criteria [Page 202]
• The task list status that the system uses when selecting an inspection plan for an
inspection lot
• The task list type that is selected during the plan selection process
The controls for the inspection lot origin are predefined in the Customizing application. In
addition, the corresponding inspection types are also assigned to the inspection lot origin in the
Customizing application. The possible inspection lot origins are predefined.
$YDLODEOHLQVSHFWLRQORWRULJLQV:
• 01 Goods receipt
• 02 Goods issue
• 03 Production
• 04 Goods receipt from production
• 05 Miscellaneous goods receipts
• 06 Return from customer
• 07 Audit
• 08 Stock transfer
• 09 Recurring inspection
• 10 Delivery to customer with reference to sales order
• 11 Delivery to customer without reference to sales order
• 12 General delivery
• 13 Production with run schedule header
• 89 Miscellaneous

-XQH 
%DVLF'DWD 6$3$*
'\QDPLF0RGLILFDWLRQ&ULWHULD

'\QDPLF0RGLILFDWLRQ&ULWHULD
The dynamic modification criteria define how the quality level is maintained (for example, whether
it is maintained for a material or for a material/vendor combination).
The dynamic modification criteria is defined in a standard system table and cannot be maintained
in the Customizing application.
The dynamic modification criteria are stored in the task list and in the inspection lot origin. In the
task list, you can define a set of dynamic modification criteria. The dynamic modification criteria
defined for the inspection lot origin, however, are the deciding factors.

The origin JRRGVUHFHLSW (GR) has the dynamic modification criteria PDWHULDO /
YHQGRU.
The origin JRRGVLVVXH (GI) has the dynamic modification criteria PDWHULDO /
FXVWRPHU.
• The task list contains the dynamic modification criteria material / vendor /
customer. This has the following effect:
ΠFor GR, the quality level is maintained on the basis of material / vendor
ΠFor GI, the quality level is maintained on the basis of material / customer
• The task list contains the dynamic modification criteria material / vendor. This
has the following effect:
ΠFor GR, the quality level is maintained on the basis of material / vendor
ΠFor GI, the quality level is maintained on the basis of the material
• The task list contains the dynamic modification criteria material. This has the
following effect:
ΠFor GR, the quality level is maintained on the basis of the material.
ΠFor GI, the quality level is maintained on the basis of the material

 -XQH