Integrating PeopleSoft Quality With Other PeopleSoft Applications

This chapter provides an overview of Quality integration with other PeopleSoft applications and discusses how to:

• Integrate with Purchasing.

• Integrate with Inventory.

• Integrate with Manufacturing.

Understanding PeopleSoft Quality Integration With Other PeopleSoft Applications

The integration of Quality with Purchasing and Manufacturing enables you to:

1. Initiate a quality data-entry session.

2. Transfer to the Quality data-entry component.

3. Enter quality control data for the session.

4. View the results and alarm information online for the data that you entered against the session.

5. Return to the initiating application.

The integration with Inventory enables you to:

1. Initiate and save a quality data-entry session.

2. Retrieve and complete the quality sessions at a later date directly using Quality pages that were created by the RMA (Return Material Authorization) process.

3. View online the results and alarm information from the data that you entered against the session.

See Also

Setting Up Inventory Installation Options

Defining Purchasing Installation Options

Prerequisites

Before other PeopleSoft applications can integrate with Quality, Quality must be installed in the environment. Verify the installation of Quality using the Installation Options - Installed Products page. If you are using Purchasing, Inventory, and Manufacturing, you do not have to use Quality.

Select the Quality check box on the Installation Options - Installed Products page to install Quality on the system.

Note. If you do not have Quality installed, the necessary links that you use to transfer to quality data entry from Purchasing or Manufacturing are not available.

Integrating With PeopleSoft Purchasing

This section provides an overview of the Quality integration with Purchasing and discusses how to:

• Review the purchasing predefined quality function.

• Define purchasing information in Quality.

• Pass purchasing receiving information to Quality.

See Also

Entering, Maintaining, and Editing Quality Data

Understanding PeopleSoft Quality Integration With PeopleSoft Purchasing

When you inspect material received against a purchase order, you can use Purchasing to initiate a quality data-entry session automatically in Quality. Known information (hierarchy and trace fields) pass from Purchasing to Quality when you click the Transfer to Quality link on the Inspect Receipts - Inspection page.

After transferring to Quality, you can enter sample information specified by the control plan defined for this purchase receiving process. You can also view alarms generated against the control plan, enter probable causes and log corrective actions, and view data in a graphical format.

After you complete the quality data-entry session, click the OK button to return to Purchasing where you can continue to receive material or initiate the return to vendor setup process, using a defect quantity from Quality. The defect quantity is passed back to Purchasing from Quality.

Note. If you cannot enter all inspection data at this point, you can recall the quality data-entry session directly from Quality and complete it at any time.

Pages Used to Integrate With PeopleSoft Purchasing

Reviewing the Purchasing Predefined Quality Function

Access the Quality Functions page.

PeopleSoft provides the RECV_INSPECT predefined quality function for integration between Purchasing and Quality. Use this function when you define the control plans and traceability sets for the purchase receiving process. This table lists the fields that the function uses:

See Also

Defining Quality Functions

Defining Purchasing Information in PeopleSoft Quality

Before you can integrate Purchasing with Quality through the receipt inspection process, define several types of information. Use pages described in other chapters to define the following types of information in Quality.

Quality Business Unit

The following list describes the business unit:

• You must define a Quality business unit that matches the Purchasing Receiving business unit.

• You must define configuration information in Quality by using the setID associated with the Purchasing Receiving business unit for the quality control tables.

• Traceability sets and attribute groups in Quality are associated with a setID.

  Measurement plans and control plans are associated with a Quality business unit. For integrating with Purchasing, the Purchasing Receiving business unit and the Quality business unit must have the same name.

Traceability Set

The quality function defines the hierarchy fields and trace fields that you can use for data collection. Trace fields must be grouped within a trace set and attached to a control plan before you use them to collect data.

When you define the trace set, the system displays the trace fields defined in the quality function. A comprehensive list of trace fields is provided; however, you can disable trace fields by marking one or more of them inactive. If you mark a trace field as inactive, that trace field is not a data-collection requirement in the Quality data-collection pages.

If you want to change the trace set values passed to Quality from Purchasing, Inventory, or Manufacturing, the Input Type field on the trace set should be set to Auto Dflt (auto default). If you do not want to change these fields in Quality, the Input Type field should be Fixed. To pass a trace field value from Purchasing to Quality, the input source value should be External.

Note. When defining the traceability set for Purchasing, reference the RECV_INSPECT predefined quality function.

Attribute Groups

Define attribute groups to produce concise and relevant selection lists for quality users. Define categories once, then future references to them appear in the selection criteria list.

Measurement Plan

Define measurement plans using the RECV_INSPECT predefined quality function. For purchase receiving:

• Define characteristics with a data type of defectives to track rejected or defective material.

  The passing of data between Quality and Purchasing depends upon whether one characteristic is of attribute type (defectives).

• Set the subgroup size to zero, if you want the actual inspected subgroup size to be passed from Purchasing to Quality.

  The quantity and inspection results are stored in Quality.

Control Plan

Create control plans using the RECV_INSPECT predefined quality function and the appropriate traceability set and measurement plan. For purchase receiving:

• Define control plans for the item and vendor combinations that you want to record quality control data against.

• Specify how you want to enter data against the control plan, by selecting the data-entry method (by subgroup or by sample).

  The system uses the data-entry method to determine the pages that appear for data entry in Quality.

See Also

Getting Started With PeopleSoft Quality

Defining PeopleSoft Purchasing Business Units and Processing Options

Defining Traceability Sets

Defining Attribute Groups

Defining Measurement Plans

Defining Control Plans

Passing Purchasing Receiving Information to PeopleSoft Quality

To pass purchase receiving information to Quality:

1. Define the inspection sampling percent for the items that you are going to purchase and inspect.

   Use the Purchasing Item Attributes - Purchasing Controls page to define the inspection sample percent and to select the Inspection Required check box for the items that you are going to purchase and inspect.

2. Create a purchase order that requires inspection.

3. Receive the purchase order using purchasing receiving.

4. Process the receipts with the batch Receiver Interface Push Application Engine process (PO_RECVPUSH) which ensure the receipts are ready for receipt inspection.

   This process depends on the Interface Receipt check box that you select. You can select the Interface Receipt check box when you define Procurement - Receiver Setup information using the User Preferences component. It appears by default in the Receiving component. If you did not select the Interface Receipt check box when you defined the user preferences, you can select it on the Receipt Defaults page or you can use the Receipt Defaults page to override the selection that appears by default from the user preferences.

5. Display the received items that require inspection, using the Inspect Receipts component in Purchasing.

6. Click the Transfer to Quality link on the Inspect Receipts - Inspection page to initiate a quality data-entry session in Quality and transfer to either the Data Entry - Subgroup Method page or the Data Entry - Sample Method page, depending on the data-entry method that you specified when you created the quality control plan.

   Purchasing passes the hierarchy and trace fields associated with the quality function to Quality. The system passes the inspection quantity as the SGRP (subgroup) size.

   Inspection quantity = ((receipt quantity for line items) x (sample inspection percent for the item) − (current inspection quantity))

   Note. For Purchasing to pass the inspection quantity of an item to Quality, define the subgroup size for the item as zero on the measurement plan and define the inspect sample percent for the item using the Item Definition component. This enables Quality to accept the subgroup size from Purchasing.

7. Enter the quality control information against the quality data-entry session using the Data Entry page in Quality.

8. View the results and perform analysis on the data that you entered for the data-entry session in Quality.

   To view results, enter corrective actions or log probable causes, or view the data in graphical format, use the Subgroup Method or Sample Method component in Quality.

9. Click the OK button on one of the pages in the Subgroup Method or Sample Method component to transfer to the Inspect Receipts - Inspection page in Purchasing.

   If Quality recorded a defect quantity, the defect quantity is passed back to Purchasing.

10. View the results of the inspection process.

    After returning to receipt inspection and if Quality updated the SGRP Size, it is retrieved and added to the current inspection quantity value. If the inspection quantity is large enough to satisfy the inspection sample percent for the item, the inspection status changes to Complete. Also, on return to receipt inspection from Quality, the quality pass or fail count moves to the receipt inspections return quantity. If the pass or fail count is greater than zero, then the reject action changes to Replacement, and the reject reason changes to Failed Inspection. When you save the data, you can automatically generate a return to vendor for the quantity that was returned.

    If Quality returns a defect quantity, you can initiate the return to vendor (RTV) setup. Click the RTV Setup link on the Inspect Receipts - Inspection page.

    If Quality does not return a defect quantity, you can continue with the purchase receiving activities.

See Also

Defining Purchasing Item Attributes

Understanding Purchase Orders

Understanding the Receiving Business Process

Managing Receipts

Using the Receiver Interface Push Application Engine Process (PO_RECVPUSH)

Inspecting Received Items

Inspecting Receipt Items

Entering, Maintaining, and Editing Quality Data

Integrating With PeopleSoft Inventory

This section provides an overview of Inventory integration with Quality and discusses how to:

• Review the predefined RMA and inventory quality function.

• Define inventory information for Quality.

• Pass inventory information to Quality.

Understanding PeopleSoft Inventory Integration With PeopleSoft Quality

When material is returned on an return material authorization (RMA) in Inventory, you can use Quality to enter detailed quality information against the material received, if it has been previously configured for inspection in Quality. After the material is received on an RMA, the system creates a quality data-entry session. The system creates sessions only for items that have been configured in Quality. Otherwise, the system does not create a session.

When recording quality control information against a session, you can enter detailed defect information for the material being returned. Probable cause and corrective action information can also be collected as part of an investigative or troubleshooting process. Use Quality to view data collected against the session using control charts.

Pages Used to Integrate With PeopleSoft Inventory

Reviewing the Predefined RMA and Inventory Quality Function

Access the Quality Functions page.

provides the RMA predefined quality function for integration between Inventory and Quality. Reference this quality function when you define the control plans and traceability sets for the RMA process. This table lists the fields that the function uses:

See Also

Defining Quality Functions

Defining Inventory Information for PeopleSoft Quality

Before Inventory can integrate with Quality through the RMA process, you must define several types of information. Use pages described in other chapters to define the following types of information in Quality.

PeopleSoft Quality Business Unit

The following list describes the business unit:

• You can define a Quality business unit that matches the Inventory business unit that you reference as the return to business unit on the individual RMA lines.

• You can define configuration information in Quality by using the setID associated with this return to inventory business unit for the quality control tables.

• Traceability sets and attribute groups in Quality are associated with a setID.

  Measurement plans and control plans are associated with a Quality business unit. In the case of integrating with Inventory, the return to inventory business unit and the Quality business unit have the same name.

Traceability Set

When defining the traceability set for Inventory, reference the predefined quality function RMA.

Attribute Groups

Define attribute groups to produce concise and relevant selection lists for quality users. Define categories once, then future references to these categories appear in the selection criteria list.

Measurement Plan

Define measurement plans, using the RMA predefined quality function. For RMA receiving:

• Define characteristics with a data type of defectives to categorize the problems or reasons for returned material.

  The passing of data between Quality and Inventory depends upon whether one characteristic is of attribute type (defectives).

• Set the subgroup size for the item or characteristic to zero to pass the sample size from Inventory to Quality.

  Quality stores the sample size along with inspection results.

Control Plan

Create control plans, using the RMA predefined quality function and the appropriate traceability set, and the appropriate measurement plan. For the Inventory RMA process:

• Define control plans for items to be received on RMAs against which you want to record quality control data.

• Specify how you want to enter data against the control plan by specifying the data-entry method (by subgroup or by sample).

  The system uses the data-entry method to determine which pages appear for data entry in Quality.

See Also

Getting Started With PeopleSoft Quality

Defining PeopleSoft Inventory Business Unit Attributes

Defining Traceability Sets

Defining Attribute Groups

Defining Measurement Plans

Defining Control Plans

Passing Inventory Information to PeopleSoft Quality

To pass RMA information to Quality:

1. Create an RMA that requires Inventory to record quality control information.

2. Receive the RMA using the InterUnit and RMA Receiving component.

   Upon receipt of the RMA (receipt type of RMA, receipt line status of closed), the system creates a quality data-entry session for every putaway line on the RMA.

   After you receive the items marked as quality item on the receipt line, the system passes the hierarchy field information and all possible trace fields from the RMA to Quality to associate the information with the quality data-entry session.

   Note. If you are using the trace field, RETURN_FROM_BU, Inventory passes the RETURN_FROM_ LOCATION value to this field. The location value may be truncated if it is passed to Quality.

   On the Receipt Details page of the InterUnit and RMA Receiving component, enter the serial ID, lot ID, and container information. When you click the Copy Lines to Putaway Page button for each item, the entered lot and serial information automatically generates a putaway detail line and transfers this receipt data to the appropriate lines.

   A serial-controlled item generates a quality data-entry session for each serial ID entered. However, multiple receipt lines with lot numbers only generate one quality data-entry session with only the lot number from the first row being transferred to Quality.

   Note. If the quality item check box is not selected for the item on the RMA (the item has not been associated with a control plan in Quality) and the receipt line status is not set to Closed while it was saved from the receipt header, the system does not create a pending quality data-entry session.

3. Navigate to the Data Entry By Control Plan page and enter the item associated with the quality data-entry session that was created by receiving the RMA, and click the Pending Sessions button.

   You can complete the session immediately or in the future. Complete it within the period (in days) determined by the session life days assigned to this quality function.

   Note. If you cannot remember the item associated with the RMA, you can view all pending sessions by leaving the hierarchy fields blank on the Data Entry By Control Plan page and clicking the Pending Sessions button.

4. Select the quality data-entry session that the system created after receiving the RMA on the Select Pending Session page and click the Recall Session button.

   The sessions created by the RMA process appear as the receiver ID number, the line number, and the sequence number.

5. Enter the quality control information against the quality data-entry session, using either the Data Entry - Subgroup Method page or the Data Entry - Sample Method page.

   When you click the Recall Session button on the Select Pending Session page, either the Data Entry - Subgroup Method page or the Data Entry - Sample Method page appears. The page that appears depends on the data entry method (by subgroup or by sample) that you specified when you created the control plan in Quality for the RMA process.

6. View results and perform analysis on the data that you enter for the quality data-entry session.

   To view results, enter corrective actions or log probable causes, or view the data in graphical format use the Subgroup Method or Sample Method component in Quality.

See Also

Interunit Transfer and RMA Item Receiving and Putaway

Entering, Maintaining, and Editing Quality Data

Using Subgroup and Sample Methods to Enter Data

Integrating With PeopleSoft Manufacturing

This section provides an overview of Manufacturing integration with Quality and discusses how to:

• Review predefined Manufacturing quality functions.

• Define production management information for Quality.

• Pass production management information to Quality.

Understanding PeopleSoft Manufacturing Integration With PeopleSoft Quality

When you define a manufactured item, you will create a bill of material and routing for it. The bill of material can contain one output or multiple outputs. Using the routing, define manufacturing operations and if machine, labor, or both requirements are required at each operation on the routing.

Then determine how to manufacture the item. If you use a non-repetitive process, create production ID’s for the items. If you use a repetitive process, create production schedules. In either case, determine at what operations to record completions for the item on the shop floor.

When recording operation completions and scrap information against a production ID or schedule for any production type (production, rework, or teardown) using Manufacturing, you can immediately initiate a data-entry session in Quality. When you click the Quality link on the Record Completions/Scrap page, the system starts a quality data-entry session, and it passes hierarchy and trace fields from the production ID or schedule to Quality.

After transferring to Quality, enter sample information for the manufactured item being completed. The quality control plan defines the sampling requirements. After entering data, return to Manufacturing to continue to work on the production ID or schedule.

PeopleSoft provides the following predefined quality functions for integration between Manufacturing and Quality:

• COMPLETIONS

• COMPL NO MC (completions no machine code)

• COMPL NO OP (completions with no operation sequence)

Reference the appropriate quality function when you define the control plans for the record completions and scrap process for a manufactured item.

COMPLETIONS

If you define manufactured items with routings, where the operations where you record completions are associated with a work center containing machines, then associate the completions process quality control plans with the COMPLETIONS predefined quality function. In this case, when recording completions against a production ID or schedule for the manufactured items, enter an operation sequence. That operation is associated with a work center containing one or more machines.

COMPL NO MC

If you define manufactured items with routings, where the operations where you record completions are associated with a work center that does not contain machines, then associate the completions process quality control plans with the COMPL NO MC quality function. In this case, when recording completions against a production ID or schedule for the manufactured items, enter an operation sequence. That operation is associated with a work center that does not contain a machine.

COMPL NO OP

If you do not create routings for manufactured items, associate the completions process quality control plans with the COMPL NO OP quality function. In this case, when you record completions against the production ID or schedule for the manufactured items, you do not enter an operation sequence, because you do not have a routing.

Also, if you define manufactured items that have routings, but you do not record an operation sequence, when recording completions against a production ID or schedule for the manufactured items, associate the completions process quality control plans with the COMPL NO OP quality function.

Pages Used to Integrate With PeopleSoft Manufacturing

Reviewing Predefined PeopleSoft Manufacturing Quality Functions

Access the Quality Functions page.

Select one of the three predefined quality functions for Manufacturing. This table lists the fields that are available for use with the specified function:

COMPLETIONS Quality Function

COMPL NO MC Quality Function

COMPL NO OP Quality Function

See Also

Defining Quality Functions

Defining Production Management Information for PeopleSoft Quality

Before Manufacturing can integrate with Quality through the record completions and scrap process, define the following information in Quality.

PeopleSoft Quality Business Unit

The following list describes the business unit:

• You can define a Quality business unit that matches the Manufacturing business unit where you are recording completions and scrap information for the processes.

• You can define configuration information in Quality by using the setID associated with this Manufacturing business unit for the quality control tables.

• Traceability sets and attribute groups in Quality are associated with a setID.

  Measurement plans and control plans are associated with a Quality business unit. In the case of integrating with Manufacturing, the Manufacturing business unit and the Quality business unit have the same name.

Traceability Set

The three Manufacturing quality functions define the hierarchy fields and trace fields that you use in the data-collection process.

Note. When defining the traceability set for Manufacturing, reference one of the predefined quality functions: COMPLETIONS, COMPL NO MC, or COMPL NO OP.

Attribute Groups

Define attribute groups to produce concise and relevant selection lists for quality users. Define categories once, then future references to them appear in the selection criteria list.

Measurement Plan

When defining the measurement plan, use one of the predefined quality functions: COMPLETIONS, COMPL NO MC, or COMPL NO OP. These plans include variables and attribute characteristics to capture real manufacturing quality results.

Control Plan

The control plan brings together application, measurement, and control and response criteria for a specific product and process. In the case of the manufacturing completions process, depending on the quality function that you use, define control plans for items that have different completions criteria, when the shop floor manufactures the item.

When defining control plans for the completions process, consider these questions:

• How do you record completions for the items you manufacture, if items have routings, do you specify an operation when recording completions against a production ID or schedule for those items?

• If you specify an operation while recording completions, is that operation related to a work center that contains one or more machines, or does it not contain any machines?

• Do you manufacture the item using a repetitive or non-repetitive process?

If the hierarchy fields in the control plan do not match the hierarchy fields associated with the production ID or schedule that you are completing, you receive a message when attempting to transfer from the Record Completions/Scrap page in Manufacturing to Quality. The message states: “Quality was not set up for this. Please review the Quality Control Plans.” Some planning must be put into all the production combinations of item IDs, work centers, machine codes, and production areas when creating control plans for the environment.

In addition, when you create control plans, specify how you want to enter data against the control plan in Quality by specifying the data-entry method (by subgroup or by sample). The system uses the data-entry method to determine which pages appear for data entry in Quality.

Note. When defining the control plan, use one of the predefined quality functions (COMPLETIONS, COMPL NO MC, or COMPL NO OP), the appropriate traceability set, and the appropriate measurement plan.

See Also

Getting Started With PeopleSoft Quality

Establishing Manufacturing Business Units

Defining Traceability Sets

Defining Attribute Groups

Defining Measurement Plans

Defining Control Plans

Passing Production Management Information to PeopleSoft Quality

You can pass information to Quality and record quality control information against a quality data-entry session, using either a production ID or production schedule for a manufactured item in Manufacturing.

Passing Information to PeopleSoft Quality Using a Production ID

To pass production information to Quality using a production ID with a single output or multiple outputs:

1. Create a production ID.

   You can create production IDs for items that produce single or multiple outputs. Regardless of whether or not an item has a single or multiple outputs, it can have one of the following criteria:

   • No routing and no requirement for an operation sequence to be entered when recording completions while being manufactured.

   • A routing and no requirement for an operation sequence to be entered when recording completions while being manufactured.

   • A routing and a requirement for an operation sequence to be entered when recording completions.

     The operation that you enter when recording completions is associated with a work center that does not contain any machines.

   • A routing and a requirement for an operation sequence to be entered when recording completions.

     The operation that you enter when recording completions is associated with a work center that does contain one or more machines.

2. Retrieve and display the different production ID’s using the Record Completions and Scrap - Production Selection page.

3. Display one of the previously created production IDs from step 2.

4. Enter completions and scrap data for one of the different structured production IDs, using the Record Completions/Scrap page.

5. Click the Quality link on the Record Completions/Scrap page to initiate a data-entry session and to access either the Data Entry - Subgroup Method page or the Data Entry - Sample Method page in Quality, depending on the data-entry method that you specified when you created the quality control plan.

   If you have a production ID related to a manufacturing item that produces a single output, the Quality link appears next to the Previous Operations group box.

   If you have a production ID related to a manufacturing item that produces multiple outputs, the Quality link appears in the Output Details scroll area of the page. In this case, you are able to record quality control information and create a quality data-entry session for any of the different outputs that are produced from the production ID.

6. View results and perform analysis on the data that you enter for the quality data-entry session.

   To view results, enter corrective actions or log probable causes, or view the data in graphical format, use the Subgroup Method or Sample Method component in Quality.

7. Click the OK button on one of the pages in the Subgroup Method or Sample Method component to transfer back to the Completions/Scrap page in Manufacturing.

Passing Information to PeopleSoft Quality Using Production Schedules

To pass production information to Quality using a production schedule with a single output or multiple outputs:

1. Create a production schedule.

   See the previous setup steps for item criteria.

2. Retrieve and display the different production schedules, using the Record Completions and Scrap - Production Selection page.

   Display one of the previously created production schedules from step 2.

3. Enter completions and scrap data for the different structured production schedules, using the Record Completions/Scrap page.

4. Click the Quality link on the Completions and Scrap page to initiate a data-entry session and to access either the Data Entry - Subgroup Method page or the Data Entry - Sample Method page in Quality, depending on the data-entry method that you specified when you created the quality control plan.

5. Enter the quality control information against the quality data-entry session.

   If you have a production schedule related to a manufacturing item that produces a single output, the Quality link appears next to the Previous Operation group box.

   If you have a production schedule related to a manufacturing item that produces multiple outputs, the Quality link appears in the Output Details scroll area of the page. In this case, you can record quality control information and create a quality data-entry session for any of the different outputs that are produced from the production ID.

6. View results and perform analysis on the data that you entered for the session.

   To view results, enter corrective actions or log probable causes, or view the data in graphical format use the Subgroup Method or Sample Method component in Quality.

7. Click the OK button on one of the pages in the Subgroup Method or Sample Method component to transfer back to the Completions/Scrap page in Manufacturing.

See Also

Maintaining Production Orders and Production Schedules

Completing Operations and Recording Scrap

Entering, Maintaining, and Editing Quality Data