Processing Header Data (SAP Library - Inspection Planning with the Engineering Workbench)

Processing Header Data

Use

In the inspection plan header, you define data that applies to the entire inspection plan.

Prerequisites

The master records used (for example, material master record, dynamic modification rule) must have been created and released in the system.

Procedure

Call the Header Overview or the Header Details screen

Process the following data on the tab page Header general:

Task list group

Group counter
Short text for the task list
From lot size … To lot size…
Plant
Long text for the task list

Task list usage

Task list status

Planner group

Old task list no. (number, that the inspection plan was given in the "old system")

Deletion flag (you set this indicator if you want to delete the task list in the next archiving run).

Change rule (you enter the change procedure that is to be used when the inspection plan is processed)

Change type

Process the following data on the tab page Quality management:

Field/Screen Area	What You Should Know
Inspection points	You can activate inspection points in the task list to define that inspections must take place in intervals based on, for example, time or quantity.
Sample-drawing proc.	You enter the sample-drawing procedure to be used.
Dynamic mod. level	You enter the level, at which you want to define dynamic modification parameters. You can specify whether dynamic modification is to take place at characteristic, inspection lot, or inspection type level. You cannot dynamically modify at header and characteristic level of the task list. You can make an entry in this field, depending on the task list usage. If you dynamically modify at inspection type level with a task list, the dynamic modification rule that is defined in the inspection setup is used. This allows dynamic modification to take place, based on inspection type when you use the same task list.
Modification rule	You enter the dynamic modification rule to be used. You can make an entry in this field, depending on the task list usage. Dynamic modification in conjunction with a calibration inspection (task lists in Plant Maintenance) is not supported.
Dynamic modification criteria	If you want to use dynamic modification (with a task list) at inspection lot or inspection type level, you can define additional dynamic modification criteria, such as vendor or manufacturer. These criteria can then be included in the sample determination procedure.
Ext. numbering	You define whether external numbering of single values is to take place, when you record results and whether this numbering is to be unique.

The authorization for entering QM data at header level is controlled by the authorization object for the characteristics contained in the task list. All other data is controlled by the authorization objects for inspection plans or routings.

Choose Task Lists ® Material-task list assignments.
Assign the required materials to the inspection plan.
Save the data.

The system writes all the data of your worklist to the database.

Additional Functions on the Header Overview Screen

Function	Pushbutton/Menu Path	What You Should Know
Creating task list header	Create pushbutton	You can create a new task list.
Changing task list header	Change/Lock pushbutton	You read the header data for the selected task list from the database into your worklist and therefore protect this data from being accessed by other users.
Displaying task list header	Display/Unlock pushbutton	You write the header data of the selected task list from the your worklist to the database and therefore unlock this data for access by other users.
Copying task list header	Copy pushbutton	You can copy the header data to use it in a different task list.
Multi-level copying of task list header	Multi.level copy pushbutton	You can copy the header data to use it in a different task list. All objects belonging to this task list (for example, operations, PRTs, inspection characteristics) are also copied.
Printing task list	Print pushbutton	You can print the task list.
Deleting task list header	Delete pushbutton	You can delete the header data and therefore the whole task list.
Switch to the first task list header	First record pushbutton	If you have selected several task lists, you switch to the header detail screen for the first task list you selected.
Switch to the previous task list header	Previous record pushbutton	If you have selected several task lists, you switch to the header detail screen for the previous task list you selected.
Switch to the next task list header	Next record pushbutton	If you have selected several task lists, you switch to the header detail screen for the next task list you selected.
Switch to the last task list header	Last record pushbutton	If you have selected several task lists, you switch to the header detail screen for the last task list you selected.
Assigning materials to the task list	Task Lists ® Material-task list assignments	You switch to the material-task list assigments overview, where you can assign one or several material(s) to the task list.
Switch to the operation overview screen	Task Lists ® Operations	You switch to the operation overview.
Switch to the production resources and tools overview screen	Task Lists ® production resources and tools	You switch to the production resources and tools overview screen.
Switch to the inspection characteristics overview screen	Task Lists ® Inspection characteristics	You switch to the inspection characteristics overview.
Switch to the dependent characteristic specifications overview screen	Task Lists ® Dependent characteristic specifications	You switch to the dependent characteristic specifications overview screen, where you can assign customer-, vendor- and/or material-specific inspection specifications to an inspection characteristic.
Displaying detail screen	Goto ® Details	You switch to the detail screen of the selected task list(s).
Displaying key date	Extras ® Key date	You can display the key date and change it, if necessary.
Displaying change number	Extras ® C hange number	You can display the change number and change it, if necessary.
Displaying effectivity parameters	Extras ® Effectivity parameters	You can display the effectivity parameters and change them, if necessary.
Displaying selection criteria	Extras ® Selection criteria details	You can display the chosen selection criteria.
Displaying work area	Extras ® Working area details	You can display the chosen working area.