If you use the
Quality Management
(QM) component, you can perform quality inspections on
handling units(HU) in
Handling Unit Managementat delivery item level.Inspection lots can also be automatically created, when the corresponding delivery item is packed.These inspection lots are then created by the system with reference to the HU and always contain a current reference to the assigned HUs.
The quantities in inspection stock are managed directly using the HU and not using the inspection lot. This means that during goods movements the currently assigned HUs are determined using the inspection lot and can be transferred.
Note
Transfer postings are then triggered directly also using the HU. The system also checks whether a posting is allowed from inspection stock.For example, transfer postings within inspection stock are allowed.
In order to inspect handling units in QM, the following prerequisites must be fulfilled:
In Customizing for
Handling Unit Management
(
Inventory Management
), the respective movement type is not deactivated for quality inspections. The indicator
QM not active
is
not
set.
In the material master record of the material for the HU, the corresponding inspection type is created and activated under
Inspection Setup
, and the indicator
Inspection for HU
and, if necessary, the indicator
Post to inspection stock
is set.
An inspection lot for the HU is automatically created for the following goods movements/events:
Goods Movement/Event |
Inspection Lot Origin |
---|---|
Packing in the inbound delivery (goods receipts for purchase orders) |
01 |
Packing of finished product from production |
04 |
Packing of other goods movements (for example, outbound deliveries) |
05 |
Packing for stock transfers |
08 |
Note
In general, a lot is
not
created at goods receipt/-issue in storage locations requiring HUs.During packing, a lot is only created if the indicator
Inspection for HU
is set in the
Inspection setup
of the material master (Quality Management view). As a result:
An inspection lot is never created if the indicator
Inspection for HU
is not set in the
Inspection setup
of the material master (Quality Management view) for storage locations requiring HUs.
In general, it is not possible to create the inspection lot at goods receipt/-issue in storage locations requiring HUs.
If the indicator
Inspection for HU
is set, the lot is created during packing, independent of the HU-requirement.
The inspection lot that is not stock-relevant includes all HU items that refer to the same material and batch. The inspection lot always refers to the entire delivery item quantity and if necessary also to several handling units.
For inspection types with the inspection lot origin 01, you can use the indicator
Control insLot
to control how the inspection lots for partial deliveries are to be grouped. The system can create a new inspection lot for every partial delivery after the second partial delivery or it can assign the generated HUs to the 1
st
inspection lot.As soon as the usage decision has been made and valuated with
Accepted
, the HU is posted to unrestricted-use stock.
If an inspection lot is assigned to a HU, the inspection lot controls the allowed movements for the HU. The following criteria are important for deciding whether postings are allowed:
Status “Inspection lot in inspection/usage decision made”
Usage decision code
Quality score
Note
You define whether a particular movement is allowed in Customizing for
Handling Unit Management
.
The indicator
Post to insp. stock.
in the material master controls whether there is a posting to inspection stock. This stock is managed using the handling unit.
Here it is important whether the respective result is to be assigned to a HU or not. If you do not use sample management, there is a reference between the inspection lot and all HUs, however you can no longer trace which result belongs to which HU.
The following options are available for sample calculation:
On the basis of the total quantity of the same HU items (same material and same batch)
The unit of measure is specified in the inspection plan in the corresponding characteristics.
On the basis of individual HU items
For this you require the QM component
Sample Management
. In the
sample-drawing procedure
, the indicator
Physical-sample drawing by number of containers
must be set.The sample-drawing items are used for which the lot container corresponds to the lot container in the inspection lot.If there is no sample-drawing item with the lot container of the inspection lot, the system uses sample-drawing items without a lot container.The base unit of measure for the HU is used as the lot container.The indicator
Confirmation requirement
must also be set in the sample-drawing item.This means that for physical samples with inspection lots in HU management, the physical sample must also be assigned to the HU when the physical-sample drawing is confirmed.
During results recording for a
single HU item
, use the
Sample Management
component and record results for a physical sample. You can then use the physical sample to assign the results to the HU.
Since the stock is managed using the HU, the system must dynamically determine which quantities of a material are in the HU and its location when you make the usage decision.
In addition, the system checks which postings are allowed when HUs or
Warehouse Management
(WM) are used.For example, you cannot trigger a return posting to the vendor, if the goods receipt has not yet been posted. Corresponding information is displayed in a list for each line of the HU.
You can then specify for each handling unit where the stock is posted.The system always posts the total quantity of a HU item.
Quality management is integrated in the
Handling Unit Monitor
and
Goods Movements for Handling Units and Materials
functions.In both functions, the system generates inspection lots when HUs are posted.
Using the
Handling Unit Monitor
you can, for example, post HUs to inspection stock by selecting all HUs for a material.
Note
In the
Handling Unit Monitor
one inspection lot is created per material/batch when you perform a transfer posting of
several
handling units.When you use the
Goods Movements for Handling Units and Materials function,
the system creates an inspection lot for
every
handling unit.
See also: