Certificate Planning (SAP Library - Quality Certificates (QM-CA))

Certificate Planning

Purpose

During certificate planning, you determine:

The layout and contents of the quality certificate using the form and certificate profile.
Whether the certificate should be automatically created for the delivery

Certificate elements include headers, footers, order item and date, delivery item and date, material number, address, and inspection results.

Form

You can use a standard SAPscript form as a copy model to define the contents of a quality certificate. The SAP sample form uses standard texts that in part also contain program logic. Both the form and the standard texts are language-dependent and client-dependent.

You can use a form in more than one certificate profile, depending on your requirements and those of your customers.

Certificate Profiles

The certificate profile controls:

Lot selection
The selection and order of the characteristics displayed on the certificate

Prerequisites

The following prerequisites must be met for certificate planning:

If you want to create a quality certificate automatically for a delivery item, elements for the certificate profile assignment and output control must be available. For more information, see Condition Technique.

If the quality certificate should contain characteristics, you can use the following data:

Class characteristics (batch classification)
Master inspection characteristics, inspection lots, and inspection characteristic results

The system can transfer inspection results for inspection lots or partial lots to batches in order to classify the batches. As a result, inspection results are available for the batch determination (for example, in the Sales and Distribution component). The characteristic values for the batches can be used to create quality certificates.

You need a material specification to transfer inspection results to the batch. A material specification provides the material-specific link between master inspection characteristics and class characteristics. It can also be used as a replacement inspection plan.

The specification data (for example, limits) can originate either from the QM application component or be retrieved from the selection criteria after a batch has been found in the Sales and Distribution application component.

Customizing Settings

You must maintain the files listed below in Customizing for Quality Certificates.

Area: Certificate Profile

Customizing object

Required/optional

Status profile for certificate profile

Optional

Certificate type

Required

Data origins for characteristics

Required

Data for profile determination
Field catalog, condition tables, access sequence, condition types, procedure

Required

Area: Output Determination

Customizing object

Required/optional

Field catalog, condition tables, access sequence, condition types, procedure

Required

Exclusion requirements

Optional

Assignment of an output procedure to a delivery item category.

Required (not maintained in the SAP standard client)

Partner/Output

Required

Area: Output Shipping

Customizing object

Required/optional

Print parameters

Required

Dispatching shipment: Variants for a selection report, definition for a batch requirement

Optional

Program assignment for an output type and medium

Required

Assignment of sender texts to a processing program (only relevant for inspection lot certificates and batch certificates)

Optional

Archive link for ArchiveLink

Optional

Note

For information about using a bill of material for the transport (command file) to copy the settings from the standard client to your working client or clients, see the Implementation Guide.

Process Flow

Certificate planning involves the following steps:

Creating a form, if necessary.

Creating a certificate profile

Releasing the certificate profile

Assigning the certificate profile (to a material, material group, or a combination of material and customer).

Customizing object	Required/optional
Status profile for certificate profile	Optional
Certificate type	Required
Data origins for characteristics	Required
Data for profile determination Field catalog, condition tables, access sequence, condition types, procedure	Required

Customizing object	Required/optional
Field catalog, condition tables, access sequence, condition types, procedure	Required
Exclusion requirements	Optional
Assignment of an output procedure to a delivery item category.	Required (not maintained in the SAP standard client)
Partner/Output	Required

Customizing object	Required/optional
Print parameters	Required
Dispatching shipment: Variants for a selection report, definition for a batch requirement	Optional
Program assignment for an output type and medium	Required
Assignment of sender texts to a processing program (only relevant for inspection lot certificates and batch certificates)	Optional
Archive link for ArchiveLink	Optional