Quality Management with SAP S4HANA (SAP PRESS)

I must say that reading the book Quality Management with SAP S/4HANA (SAP PRESS) by Jawad Akhtar was an eye-opening experience for me. The vast array of concepts and tools presented have broadened my understanding of how to implement and integrate quality management across the supply chain in an SAP S/4HANA environment.

Keep Your Product Standards High with SAP S/4HANA Quality Management

Ensure top-notch quality management by seamlessly integrating it into your existing supply chain processes within SAP S/4HANA. Follow these step-by-step instructions to configure and utilize key QM features, including batch management, audits, and more. By implementing quality plans, inspections, and notifications, you’ll have confidence in your product’s quality.

Key Points

Implement QM with SAP S/4HANA

  • Plan, execute inspections, and manage notifications effectively.
  • Integrate QM processes across your entire supply chain.
Configuration
  • Set up quality management in your SAP S/4HANA system using detailed instructions and screenshots.
  • Configure master records, master recipes, and other essential QM elements.
Integration

Understand how QM interacts with other SAP S/4HANA modules

  • Materials management
  • Production planning
  • Sales and distribution
  • Plant maintenance
  • Warehouse management
Operations

Optimize your system with quality management tools

  • Sample management
  • Quality certificates
  • Engineering change management
  • Stability studies
Additional Topics
  • Master data
  • Batch management
  • Quality issue management (FMEA)
  • Reporting
Table of Contents

Quality Management Core Concepts in SAP S/4HANA

Organizational Structure in SAP

  • Client
  • Company Code
  • Plant
  • Storage Location
  • Warehouse Number
Quality Management in the SAP Landscape

Business Processes

  • Quality Engineering
  • Quality Assurance and Control
  • Quality Improvement
  • Product Change Management
Integration with Other Areas
  • Materials Management
  • Production Planning
  • Sales
  • Plant Maintenance
  • Embedded Extended Warehouse Management
  • ISO 9001 Certification Process and SAP S/4HANA
Quality Planning

Quality Management View in Material Master

Master Record

  • Change Master Record
  • Business Partner Master Record
  • Batch Master
  • Production Resources and Tools
Other Key Elements
  • Master Recipe or Routing
  • Reference Operation Set
  • Work Center
  • Inspection Method
Quality Agreements
  • Quality Assurance Agreement with Vendors
  • Quality Assurance Agreements with Customers
  • Technical Delivery Terms with Customers
Quality Information Record

Master Inspection Characteristics

  • Create Inspection Characteristics
  • Edit Control Indicators
  • Assign Inspection Catalog
Sampling Procedure

Inspection Plan

  • Task List Header
  • Inspection Plan Header
  • Material Assignment
  • Test Equipment
  • Operations View
  • Long-Term Characteristics
  • Calculated Characteristics
  • Classed Characteristics
  • Dependent Characteristics
  • Material Specification
Quality Inspection

Business Processes

  • Inspection Lot Creation
  • Results Recording
  • Usage Decision
  • Stock Posting
  • Defect Recording
  • Inspection Report
Optimization Features of Inspection Planning and Quality Inspection:
  • Master Data
  • Inspection Lot
  • Digital Signature
  • Results Recording
  • Usage Decision
  • Engineering Workbench
  • Multiple Specifications
Configuration Settings:
  • Master Data Settings
  • Business Processes
  • Dynamic Modification Rule
  • New Inspection Types
Basics of Configuration: Quality Planning and Quality Inspection
  • Client Settings
  • Plant Settings
  • Quality Planning
  • Quality Inspection
Quality Management Integration with Logistics

Integrating with Materials Management

Configuration Basics in Quality Management

  • Material Type/Task List Combination
  • Control Key for Procurement
Business Processes
  • Receipt in Procurement: Inspection Type 01
  • Source Inspection: Inspection Type 0101
Pilot Run Inspection: Inspection Type 0102

Pilot Run Inspection

  • Configuration Basics
  • Master Data Checklist
  • Business Processes of Pilot Run Inspection
Subcontracting: Inspection Type 0130
  • Master Data Checklist
  • Subcontracting Purchase Order
  • Transfer Posting of Subcontracting Purchase Order
  • Receipt for Subcontracting Purchase Order
  • Inspection Lot for Subcontracting Purchase Order
  • Invoice Receipt
Inventory Management Processes
  • Stock Transfer Inspection: Inspection Type 08
  • Other Goods Receipt: Inspection Type 05
Handling Inspection Stock at QM Activation: Inspection Type 0800
  • Configuration Settings
  • Stock at QM Activation .
  • Inspection Lot on QM Activation
Integrating with Production Planning

Configuration Basics

  • Material Type/Task List Combination
  • Order Type-Dependent Plant Parameters
  • Confirmation Parameters
  • Control Key
Master Data
  • PP and QM Master Data Checklist
  • QM Data in Master Recipe
Business Processes in Production Planning
  • Process Manufacturing and Discrete Manufacturing
  • Repetitive Manufacturing
Integrating with SAP S/4HANA Sales

Configuration Basics

Master Data

Business Processes

  • Customer Delivery with Sales Order
  • Customer Delivery without Sales Order
  • Return Order
  • General Delivery
Integrating with Plant Maintenance

Deciding Which Functionalities to Implement

  • Scenario 1: PM without MM
  • Scenario 2: PM with MM
  • Scenario 3: MM without PM
  • Scenario 4: Neither MM nor PM
Defining Test Equipment
  • Test Equipment as a Material
  • Test Equipment as PM Equipment
  • Test Equipment as a Production Resource/Tool
  • Test Equipment as a Document
Configuration Basics
  • Inspection Type Assignment to PM Order Type
  • Serial Number Profile
Test Equipment Master Data
  • Create Material Master
  • Material Serial Number
  • Test Equipment and Serial Number Synchronization
  • Test Equipment
  • General Task List
  • Maintenance Plan
  • Schedule Maintenance Plan
  • Deadline Monitoring
Business Processes in Test Equipment Management
  • Calibration Order
  • Inspection Lot for Test Equipment: Inspection Type 14
  • Results Recording
  • Calibration Orders Worklist
  • Calibration Orders Completion
  • Evaluations
Quality Management Workflow Tools

Batch Management

Batch Management Overview

Batch Classification

  • Define Characteristics
  • Define Characteristics
  • Define Class and Assign Characteristics
  • Assigning Classification in the Material Master
Business Processes of Batch Management
  • Create Batch Master Manually
  • Changing a Batch
  • Deleting a Batch
  • Automatic Creation of a Batch in Goods Movement
  • Stock Overview
Recurring Inspection and Expiration Dates

Active Ingredient Management

  • Configuration Basics
  • Classificatbn in Material Master
  • Business Processes
Reporting
  • Batch Information Cockpit
  • Electronic Batch Record


Sample Management

Plant Settings

  • Master Data
  • Sample-Drawing Procedure
  • Inspection Plan
  • QM Master Data Checklist
Business Processes
  • Goods Receipt for Purchase Order
  • Inspection Lot for Goods Receipt
  • Physical Samples for Goods Receipt
  • Release Physical Sample Drawing
  • Inspection Lots for Physical Samples
  • Result Recording for Physical Sample: Inspection Type 15
  • Results Recording for Pooled Samples Receipt Inspection
  • Manually Creating a Physical Sample
Physical Sample Drawing with Reference: Production Processes

Configuration Basics

  • Physical Sample Type Assignment to Type
  • Define Physical Sample Types
  • Define Physical Sample Container
  • Define Physical Sample Locations
Quality Certificates

Incoming Quality Certificates

  • Configuring the Control Key
  • Define Control Functions for Certificate Processing
  • Master Data for Incoming Quality Certificates
  • Create a Purchase Order
  • Goods Receipt against the Purchase Order
  • Incoming Inspection Certificate
  • Incoming Certificate Worklist
Outgoing Quality Certificates
  • Define Keys for Certificate Processing
  • Master Data for Outgoing Quality Certificates
  • Business Processes in Outgoing Quality Certificates
Quality Notifications Overview

Quality Notification

Workflow
Quality Notification in Sales

  • Creating Quality Notification: Customer Complaint
  • Correction Tasks
  • Changing the Activities Status and Completing the Notification
  • System Status and User Status
  • Follow-On Action
  • Action Log
  • Partner Data of the Notification
  • The 8D Report
Quality Notification in Production

Quality Notification in Procurement

  • Create Quality Notification
  • Buyer's Negotiation Sheet
  • Document Flow
Quality Notification Tools
  • Controlling Tasks Using Notification Worklist
  • SAP Fiori Apps for Quality Notification
  • Information System
  • Solution Database
Corrective and Preventive Action

SAP Quality Issue Management

  • Business Processes
  • Deployment Options
  • Configuring SAP Quality Issue Management
  • Structure of SAP Quality Issue Management
  • Creating a Quality Issue
Configuration Basics: Quality Notification
  • Overview of Notification Type
  • Notification Creation
  • Copy Screen Areas from the Standard System
  • Allocate Change of Notification Type
  • Notification Processing
  • Additional Notification Functions
  • Defects Recording
  • Nonconformity Costs for Vendor Evaluation
  • Define Confirmation Profile
Engineering Change Management

Change Master

  • Configuring a Status Profile (User Status)
  • Maintain Profile
  • Change Master Creation
  • Changes in Inspection Plan with a Change Number
  • Engineering Change Management Information System
Change Record
  • Manage Engineering Changes
  • Manage Change Records
  • Engineering Record
Management of Changes

Audit Management

Overview

Setting Up Audit Objects

  • Set up Audit Plan
  • Set Up Audit
  • Set Up Question List/Question
Business Processes.
  • Release Audit Plan
  • Release Audit
  • Valuate Question
  • Create Corrective and Preventive Action
  • Valuate Audit
  • Audit Report
Productivity Tools and Audit Monitor
  • Audit Plan in MS Project
  • Import and Export Audits
  • Audit Monitor
Audit Inspection: Inspection Type

Configuration Basics

  • Audit Usage
  • Audit Type
  • Digital Signature
  • Audit Trigger
Stability Study

Integration Workflow

Master Data

Stability Study for a Material

  • Create Stability Study with a Material
  • Initial Sample
  • Bill of Materials
  • Initial Test Inspection Lot: Inspection Type 1601
  • Inspection Process for an Initial Sample: Results Recording and Usage
  • Change Notification
  • Complete Initial Test
  • Storage Conditions,
  • Testing Schedule
  • Inspection Lot for Inspection Type 16
  • Print Labels
  • Define Start Date of Study
  • Manual Inspection Lot for Storage Condition:
  • Inspection Type 1602
  • Change Storage Conditions
  • Change Stability Study Status
  • Display Stability Study
Configuration Basics
  • Primary Packaging
  • Physical Sample Container
  • Storage Conditions
  • Storage Locations
  • Bill of Material Usage
  • Samples for Stability Study
  • Testing Schedule Category
  • Maintenance Strategy
  • Notification
  • Priority Type
  • Action Box
Failure Mode and Effects Analysis and Control Plan

Process Overview

  • Action Plan
  • Failure Across Categories
  • Closed-Loop Quality Approach
Setup
  • Create Function List
  • Create Function
  • Create Prerequisite
  • Creating a Characteristic
  • Create Defect
  • Create Cause
  • Create Preventive Action
  • Create Detection Action
  • Create an Effect
Business Processes
  • Valuation of Detection Action
  • Valuation of Preventive Action
  • Valuation of Effect
  • Calculation of Risk Priority Number
  • Additional FMEA Features
Question List
  • Create Questions in the Question List
  • Approval and Release of a Question List
FMEA Monitor

Risk Analysis

Control Plan

  • Create a Control Plan
  • Control Plan Integration with FMEA
Configuration Basics: FMEA and Control Plan
  • Field Selection
  • Valuation Specification
  • Structure of Question List
  • Priorities
  • List Structure
  • Rating Profile
  • FMEA Type
  • Objects, Properties, Forms
  • Control Plan Type
  • Structure Type in Control Plan
Monitoring, Evaluation, and Control in Quality Management

Early Warning System

Overview

Set Up EWS

  • Create Exceptions
  • Group Exceptions
  • Set Up Periodic Analysis
Schedule EWS

EWS in Action

Exception Analysis

Reporting in SAP

The Basics of Reporting

  • Inspection Lot Selection
  • Multiple Selection
  • Maintain Selection
  • Maintain Variant
  • Inspection Lot Selection Worklist
  • Filter Settings
  • Download
  • Copy Selective Data to Microsoft Excel
  • Print
  • ABC Analysis
Standard Analyses
  • Standard Analysis: Material Overview
  • Key Figures
  • Other Info Structures
  • Standard Analysis: ABC Analysis
  • Standard Analysis: Time Series
SAP Fiori Applications
  • Inspection Lot Analytics
  • Quality Level History
  • Record Inspection Results
  • Results History
  • Quality Technician Overview
  • Quality Engineer Overview
  • Manage Usage Decisions
  • Manage Inspection Lots
  • Manage Quality Levels
  • Process Inspection Lots
  • Manage Control Charts
  • Record Inspection Results
  • Process Quality Tasks
  • Manage Quality Tasks
  • Supplier Evaluation by Quality
  • Inspection Lot Analytics
  • Inspection Lot Detailed Analytics
  • Characteristics Analytics
  • Characteristic Detailed Analytics
  • Inspection Lot
  • Inspection Order
  • Manage Batches
Quality Control

Vendor Evaluation

  • Configuration Basics
  • Master Data Maintenance
  • Business Processes
  • Calculate Score
  • Additional Functions
Quality Level
  • Updating the Quality Level during Inspection Lot Creation
  • Manual Creation of the Quality Level
  • Evaluating Quality Level
Statistical Process Control
  • Analyzing Data Using a Control Chart
  • Quality Chart
  • QM Master Data Checklist
  • Process Capability
  • History of Quality Scores
  • Histogram
Author's background and qualifications

Jawad Akhtar: An SAP Logistics and Supply Chain Management Expert

Jawad Akhtar is an accomplished SAP logistics and supply chain management expert, specializing in business sales and delivery. He holds a chemical engineering degree from the Missouri University of Science and Technology in the United States. With over 20 years of professional experience, 16 of which have been dedicated to working with SAP systems, Jawad brings a wealth of knowledge to the table.

Key Highlights of Jawad’s Career

Project Implementation Lifecycles 
Jawad has actively participated in several large-scale, end-to-end SAP project implementations, including rollouts. His expertise spans the entire project lifecycle.

Root Cause Analysis
Working closely with SAP clients, Jawad identifies root causes of business issues and devises effective solutions using appropriate SAP products and change management strategies.

Next-Generation SAP Products

Jawad’s current focus lies in next-generation SAP products, including:

  • SAP S/4HANA
  • SAP IBP (Integrated Business Planning)
  • SAP Ariba
  • SAP C/4HANA
Contributions and Recognition

Technical Advisor to SAPexperts

  • ASUG Speaker
  • Contributor to SearchSAP, where his “Ask the Expert” column shares practical insights, best practices, and features of various SAP products.
Jawad Akhtar’s extensive experience and commitment to excellence make him a valuable asset in the SAP ecosystem.
Quality Management with SAP S4HANA (SAP PRESS)

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