17. Quality planning in detail — SAP QM

Viswanadh B
2 min readDec 9, 2023

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In quality planning, you define information and processes on a long-term basis as master records. Quality planning provides the basis for inspection processing.

Quality planning includes:

  1. Material master
  2. Quality info records sales
  3. customer master record
  4. batch classification
  5. Quality documents
  6. Material specification
  7. Vendor master record
  8. Quality info record procurement

Master data is data that does not change over a long-period of time.

General master data is made up of cross-application data and QM-specific data. Cross-application data is maintained in most cases in other components of the SAP system.

Quality information record procurement contains details for a specific material/vendor combination.

The quality information record sales contains details for a specific material/customer combination.

𝑸𝒖𝒂𝒍𝒊𝒕𝒚 𝒅𝒐𝒄𝒖𝒎𝒆𝒏𝒕𝒔 𝒇𝒐𝒓 𝒔𝒖𝒑𝒑𝒍𝒚 𝒄𝒉𝒂𝒊𝒏 𝒓𝒆𝒍𝒂𝒕𝒊𝒐𝒏𝒔𝒉𝒊𝒑𝒔:

Technical delivery terms and quality assurance agreements are required when a vendor delivers goods to your company or when you deliver goods to customers.

The documents are placed in the document management system and are assigned accordingly. The assignments are made according to operational area.

  1. Quality assurance agreements (document type Q01)
  2. Technical delivery terms (document type Q02)
  3. Quality assurance agreements (document type Q03)
  4. Quality specifications (document type Q04)

𝑴𝒂𝒕𝒆𝒓𝒊𝒂𝒍 𝑺𝒑𝒆𝒄𝒊𝒇𝒊𝒄𝒂𝒕𝒊𝒐𝒏𝒔:

In the QM component, you can inspect both on the basis of inspection plans, and on the basis of material specifications that are valid company-wide.

You can use the material specification to define inspection specifications for a material that are valid across all clients.

You assign the required master inspection characteristics to the material in the material specification.

𝑴𝒂𝒕𝒆𝒓𝒊𝒂𝒍 𝑺𝒑𝒆𝒄𝒊𝒇𝒊𝒄𝒂𝒕𝒊𝒐𝒏𝒔 𝒘𝒊𝒕𝒉 𝑩𝒂𝒕𝒄𝒉 𝑽𝒂𝒍𝒖𝒂𝒕𝒊𝒐𝒏

The link between master inspection characteristics and class characteristics enables inspection results from a quality inspection to be included in the batch valuation.

The results are forwarded during the inspection completion with the usage decision or during the inspection point evaluation to the class characteristics. The batch valuation also takes place during the inspection completion.

A general prerequisite for carrying out a batch valuation with the inspection results from QM is the link between the master inspection characteristics and the class characteristics of the batch class.

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