Manage Supplier Quality

Collection Plans for Receiving Transfers and Deliveries

Entering Quality Results: Receiving Transfers and Deliveries

Collection Plans for Receiving Inspections

When you decide to inspect item quantities and make a decision as to whether or not to accept or reject them, you can use Oracle Quality in place of Oracle Purchasing to conduct an inspection (called a Receiving Inspection).

Inspection collection plans must be associated with the Receiving Inspection collection transaction and are unique in several ways:

Receiving Inspection collection transactions must be set as mandatory for items that have inspection required attributes. They are not mandatory for items with direct delivery or standard receipt attributes. Also, because Accept and Reject actions cannot be performed when the data collection is background, Receiving Inspection collection transactions cannot be set as background.

Note: You can override a mandatory collection plan. For example, you can change the inspection required attribute to direct delivery within the purchase order.

Receiving Inspections collection plans used for Receiving Inspections must be enabled.
Receiving Inspection collection plans must include the following collection elements:
- Inspection Result
- Quantity
- UOM Name
- Transaction Date
  
  Note: These collection elements must be defined as Displayed, Mandatory and Enabled. If you disable any of these required collection elements or make them non-mandatory, the collection plan cannot be used for inspections.
The Accept the shipment and Reject shipment actions should be associated with the Inspection Result collection plan element.

To ensure that these conditions are met, when you associate the Receiving Inspection collection transaction with an enabled collection plan, the system prompts you to complete the setup. You cannot save your work until you have entered quality results or had them defaulted in.

Creating an Inspection Collection Plan from a Template

To simplify the process of creating inspection collection plans, two template collection plans, PO Inspection (for discrete manufacturing organizations) and Template OPM Receiving Inspection Collection Plan (for process manufacturing organizations), are pre-seeded in Oracle Quality. See: Creating Collection Plans from Templates.

You can copy the elements from either template collection plan to the inspection collection plan you have created to ensure that the required collection elements are included. Both template collection plans also include collection elements that are not required. Once copied over to your own collection plan, you can delete those collection plan elements - Comments, Quality Code, Reason Code, Supplier Lot Number - that are copied but are not required. You can also add user-defined and additional context elements.

Specifications

You can optionally define specifications and specification sub-types. When quality data is collected, you can choose a specification to be used during quality data collection.

Return Material Authorization (RMA) Receiving and Inspections

RMAs are created in Order Management, and distinguished from sales orders via the Order Type field on the Sales Order form. When an item is returned in Order Management, the original sales order number is used as the RMA number.

RMA receiving and inspection is performed in Oracle Purchasing, and uses the same process as Oracle Purchasing receiving and inspection transactions. The receipt sources are distinguished by Source Type. Oracle Quality's existing receiving and inspection functionality supports RMA. You can define collection plans and associate them with receiving and inspection transactions.

Related Topics

Collection Plans for Receiving Transfers and Deliveries

Entering Quality Results: Receiving Transfers and Deliveries

Overview of Oracle Quality

Completing Receiving Inspection Based on Sample Results within Understanding Results, Oracle Process Manufacturing Quality Management User's Guide

Collection Plans for Receiving Transfers and Deliveries

When you transfer items within Oracle Purchasing both internally (called Receiving Transfers) and right before delivering them to their final destinations (called Receiving Deliveries), you can use Oracle Quality to collect quality data on these items.

In Oracle Purchasing, you can use Receiving Transfers to transfer items from receiving and inspection to inventory or the shop floor, or to transfer items to different locations in the receiving and inspection area. For example, you might need to move refrigerated items from the receiving dock into a cold storage area while you are waiting to inspect them.

In Oracle Purchasing, you can use Receiving Deliveries to deliver items to their final destinations. For example, you can deliver items in receiving and inspection to stock or expense.

Oracle Quality allows you to collect quality data on items during transfers and deliveries and trigger actions.

Collection Plan Elements

The context elements that can be added to Receiving transfer and delivery collection plans are listed in the Collection Transaction and Context Element Relationships table. See: Collection Transactions and Context Element Relationships.

You can also add user-defined collection elements to these collection plans so that you can collect data that is not dependent on the transaction itself. See: Collection Elements and Defining Collection Elements.

Creating a Transfer or Delivery Collection Plan from a Template

To simplify the process of creating transfer and delivery collection plans, a template collection plan, Template PO Receiving, is pre-seeded in Oracle Quality. See: Creating Collection Plans from Templates .

You can copy the elements from the PO Receiving template collection plan to the transfer or delivery collection plan you have created to ensure that certain collection elements are included. Once copied over to your own collection plan, you can delete certain collection elements that are copied. You can also add user-defined collection elements to these collection plans.

Actions

You can specify actions specific to purchasing transactions in your collection plan. See: Application Specific Actions. However, when you are creating a collection plan for a receiving transfer or delivery, we suggest that you not include the Accept the Shipment or Reject the Shipment actions as these actions have no effect in a receiving transfer delivery.

In addition to these actions, you can add message actions, alert actions, and actions that determine a value based on a user-defined formula. See: Quality Actions, Message Actions, Alert Actions, and User-Defined Actions.

Collection Transactions and Collection Triggers

The Receiving Transaction collection transaction must be associated with the collection plans you use for receiving transactions. Also, Receiving Transactions collection plans used for Receiving Transfers or Receiving Deliveries must be enabled.

You can make the entry of quality data mandatory for the receiving transaction by setting its Mandatory option. If data entry is required, you cannot save the parent transaction, in this case the receiving transaction, without entering quality data. See Mandatory Data Collection.

You can also specify that data should be collected in the background. See: Background Data Collection.

You can define one or more collection triggers for each collection transaction. Collection triggers allow you to specify the conditions under which quality data collection is invoked as receiving transactions are entered. See: Quality Data Collection During Transactions and Associating Collection Plans with Transactions.

Related Topics

Defining Specifications

Creating Collection Plans

Entering Quality Results: Receiving Transfers and Deliveries

Overview of Data Collection

Entering Quality Results: Receiving Transfers and Deliveries

This section describes how you can use Oracle Quality for Receiving Transfers or Receiving Deliveries.

If Oracle Quality is installed and at least one collection plan that is associated with the Receiving transaction exists, the Enter Quality Results Tools menu option and the Quality button are enabled and quality results can be entered.

Warning: The Tools menu option is enabled even if, based upon the transaction information entered, the collection triggers conditions for this collection plan are not met.

In fact, based upon the receiving transaction entered, quality results entry may be required. See: Mandatory Data Collection.

Background data collection occurs automatically if valid background collection plans are found when you save receiving transactions.

Cascade, Express, and Lot and Serial Functions

The Cascade function, which distributes a receiving transaction quantity to multiple lines, is compatible with Oracle Quality. Quality enforces quality data collection as you enter each line. See: Cascading Receipts and Receiving Transactions, Oracle Purchasing User's Guide

To save Receiving Transactions quickly and automatically with a minimal amount of data entry, you can choose the Express button to put Oracle Purchasing in Express mode. However, when you are in Express mode, Oracle Purchasing prevents you from manually entering data for those collection elements that you have defined as mandatory in Oracle Quality. For this reason, choosing the Express button disables the toolbar's Quality button, as well as the Enter Quality Results Tools menu option.

Lot and serial entry quality data collection is not enabled in this release.

Prerequisites

Define the relevant collection plan in Oracle Quality, enable it and associate it with a Receiving Transaction.
Enter receiving transaction line and transaction detail information but do not save your work. See: Entering Receiving Transactions, Oracle Purchasing User's Guide.

To enter receiving quality data for receiving transactions

Before saving your work, choose Enter Quality Results from the Tools menu or choose the Quality button. The Find Collection Plans window appears.

Important: If you attempt to save a receiving transaction and the system finds one or more mandatory collection plans, you must enter quality results before proceeding.
Navigate to the Enter Quality Results window. The first applicable plan will appear by default.
Select a collection plan.

To switch to another plan, choose one from the selections in the List of Values (LOV). You can select any collection plan that is associated with and enabled for the Receiving Transaction collection transaction.

To find and assign specifications

If the selected collection plan is associated with a supplier or customer specification type, the Find Specifications window automatically appears. If the selected collection plan is associated with an item specification type, the system searches for a specification defined for that item. If a valid item specification cannot be found, the system searches for a specification based on the item's category. The default category set you defined using the QA:Quality Category Set profile option is used to determine the item category. See: QA:Quality Category Set.

If the collection plan is not associated with a specification type, you can invoke the Find Specifications window using the Find Specs button. See: Finding Specifications During Transactional Data Collection.

The Enter Quality Results window reappears after you select a specification or cancel selection.

To enter quality results

In the Results region of the Quality Results window, enter one or more results records.

If the collection plan selected requires mandatory data collection, you must enter quality results. You cannot save the receiving transaction line until you do so. If data collection is not mandatory, you can skip quality results entry.

Important: The Prompts entered when defining the collection elements are displayed as the column headings.

You must enter results values for mandatory collection plan elements.
Save your work. See: Saving Changes, Oracle E-Business Suite User's Guide.

If you save your work, the current results are cleared and the Collection Number counter is incremented. You can continue to enter results for the same collection plan and, if assigned, specification.

To view collection plan or specification attachments while entering quality data

See: Viewing Attachments Associated with Quality Results.

Related Topics

Data Collection Fundamentals

Entering Quality Results Directly

Collection Plans for Receiving Transfers and Deliveries

Entering Quality Results Directly

Entering Quality Results for Receiving Inspections

This section describes how you can use Oracle Quality for Receiving Inspections.

If you have Oracle Quality installed, you have the option of entering receiving inspection information using the Inspections window in Oracle Purchasing or the Enter Quality Results window in Oracle Quality.

If you require receiving inspections using Oracle Quality, data collection is mandatory since you must opt to either accept or reject items and cannot save your receiving transaction information without doing so. See: Mandatory Data Collection. This is also the reason background data collection cannot be used.

Prerequisites

Define the relevant collection plan in Oracle Quality, enable it and associate it with a Receiving Inspection transaction.
Set the QA:PO Inspection profile option to Oracle Quality.
Enter a receiving transaction. See: Enter Receiving Transaction, Oracle Purchasing User's Guide.

To enter quality results as you enter receiving transactions

Before saving the line, choose the Inspect button. The Enter Quality Results window appears.

When you select the Inspect button, the system searches for all applicable inspection plans; the plan which comes first alphanumerically appears by default and you cannot select another applicable plan until after you save the first plan. See: Associating Transactions with Collection Plans.
If the selected collection plan is associated with a supplier or customer specification type, the Find Specifications window automatically appears.

If the selected collection plan is associated with an item specification type, the system searches for a specification defined for that item. If a valid item specification cannot be found, the system searches for a specification based on the item's category. The default category set you defined using the QA:Quality Category Set profile option is used to determine the item category. See: QA:Quality Category Set.

If the collection plan is not associated with a specification type, you can invoke the Find Specifications window using the Find Specs button. See: Finding Specifications During Transactional Data Collection.

After selecting a specification, the Enter Quality Results window appears.

To enter quality results values

In the Results region of the Quality Results window, enter one or more results records.

If the data collection for the collection plan selected is mandatory, you must always enter quality results.

Important: The Prompts entered when defining the collection elements are displayed as the column headings.

You must enter results values for mandatory collection plan elements. See: Context Element Dependencies.
Save your work. See: Saving Changes, Oracle E-Business Suite User's Guide.

To view collection plan or specification attachments while entering result values

See: Viewing Attachments Associated with Quality Results.

Collection Plans for Receiving Transfers and Deliveries

Entering Quality Results: Receiving Transfers and Deliveries

Creating Collection Plans

The following example describes how you might use Oracle Quality with Oracle Purchasing. This example illustrates a common application of Oracle Quality in the area of Purchasing control.

Supplier Product Analysis

Your company manufactures refrigerators. Your receiving department conducts inspection (receiving inspection) on components that are purchased, among them: compressors, plastic parts, and steel shelves.

Let's consider a representative purchased part - a plastic pan cover for a refrigerator. The inspection process could be as follows:

Purchased parts are staged in the receiving area. If the person staging uses a mobile client device such as a bar code scanner, they can enter the subinventory and locator using Oracle Mobile Supply Chain Applications.

Inspector retrieves the part file to conduct the inspection. The part file contains the following:

a current engineering drawing

a control plan which describes the sample size, dimensions to measure and gauges to use, critical attributes such as color and smooth edges, and other applicable information. (example below)

The following table delineates the specifications to which your item should adhere:

Part Number:	1107943
Description	Pan Cover
Sample Size	5 pieces per shipment

Specification	Location	Method	Sample 1	Sample 2
length: 17.000 +/- 0.05 in.	G3	24" caliper	17.015 in.	16.999 in.
radius: 0.250 +/- 0.005 in.	H5	radius gauge	0.250 in.	0.252 in.
diameter: 1.625 +/- 0.05 in.	H1	3" caliper	1.622 in.	1.625 in.
check for scratches	A2	visual appearance	OK	OK

Setup in Quality

Based upon the above information, you have determined that you must create a collection plan that includes the following collection elements:

Item
Supplier
Quantity
Transaction Date
UOM Name
Subinventory
Locator
Inspection Result
Sample Size
Length
Radius
Diameter
Appearance

Collection Elements

Four of the collection elements listed above (Quantity, Transaction Date, UOM Name and Inspection Result) are pre-seeded and mandatory for all inspection plans. Four of the collection elements listed above are also pre-seeded context elements (Item, Supplier, Subinventory and Locator). Five of them (Sample Size, Length, Radius, Diameter and Appearance) will have to be user-defined.

Specifications

Create an item specification, pan cover, specifically for the pan cover. Add the collection elements length, radius and diameter to the specification and specify that they conform to the requirements delineated above in Table 8-1.

Collection Plan

Next, create a Receiving Inspection collection plan called "Supplier Quality." The collection plan can be assigned any collection plan type.

Your collection plan should contain the collection elements listed above. You should define all of them to be displayed. You must define the four required collection elements (Quantity, Transaction Date, UOM Name and Inspection Result) to be both mandatory and enabled.

Note: Copying collection elements from the template collection plan: Template PO Inspection will ensure that the required collection elements are included.

Collection Plan Element Actions

For all Receiving Inspection collection plans, you must associate two actions ('Accept the shipment' and 'Reject the shipment') with the collection element called Inspection Result Action.

Next, define appropriate actions for your other collection plan elements. For example, you can associate actions for the collection elements length, radius and diameter which fire when the length, radius or diameter do not fall within the specifications you define. For example, you can define an action which, when the length is not within your specification, displays the message: “Reject the item" or “Remeasure the length." See: Defining Collection Element Actions.

Inspection Transactions

Next, associate the Supplier Quality collection plan with the Receiving Inspection transaction. The Receiving Inspection must be both enabled and mandatory to ensure that quality data is collected before the receiving transaction is saved.

After you have finished setting up your collection plan in Quality and associated it with a Purchasing transaction, navigate to Oracle Purchasing. You can conduct your inspection by selecting the Inspect button in Purchasing's Receiving Transactions window. This will enable you to collect quality data for the elements defined in your 'Supplier Quality' collection plan.

Note: Before you can view and analyze your quality results, the PO Transaction Processor must successfully process and deliver your inspection input.

Results Analysis

Once a representative sample of data is collected, you can analyze the data using a trend chart to determine which suppliers are lowering your overall product quality.

To do this you can create a trend chart using the length, radius or diameter as the Y-axis element (element to be analyzed). You can create charts showing all the following:

trends over time of the dimension specifications for all suppliers
trends over time of the dimension specifications for specific suppliers

Periodic analysis of the data will reveal any trends pertaining to product quality. For example, you may observe a drift in diameter over time. If different suppliers supply the same item, your Oracle Quality analysis can reveal if one can maintain closer tolerances than the other.

Related Topics

Defining Collection Plan Elements

Associating Specification Types with Collection Plans

Defining Actions that Assign a Value: User-Defined Formulas

Associating Transactions with Collection Plans

Creating and Viewing Pareto Charts

Viewing Quality Results

Viewing Quality Results Details

Using the Quality Results ReportWriter

Enter Receiving Transaction, Oracle Purchasing User's Guide

Setting Up Oracle Quality for Use with iSupplier Portal

In order for your suppliers to be able to enter quality results for items on purchase orders, you first need to create one or more collection plans and associate them with either of the following two transactions:

Self-Service Shipments (Suppliers Management Portal) - associate your collection plan with this transaction when you want a supplier to enter quality results upon shipment.
Self-Service Outside Processing (Suppliers Management Portal) - associate your collection plan with this transaction when you have outsourced an Oracle Work in Process operation and want the outside processor (supplier) to enter quality results upon shipment. See: Supplier Access to Outside Processing Purchase Orders, Oracle Work in Process User's Guide

You create collection plans for iSupplier Portal transactions the same way that you create them for other transactions, including defining collection triggers. See: Associating Collection Plans with Transactions. The collection elements that you define for the collection plan become the columns on the web page that you use to enter quality results.

the picture is described in the document text

Once a supplier enters quality results, the buyer (or whoever you choose) is notified. This notification is controlled by the QA:Self-Service Buyer Notification profile option. See: Profile Options. If the value of this profile option is null, no notification is sent.

Related Topics

Entering and Viewing Supplier Quality Results in iSupplier Portal

A supplier can enter as well as view quality results by shipment in iSupplier Portal. For entering and viewing quality results associated with a Self-Service Shipments (Suppliers Management Portal) transaction, see: Quality Information in the Shipping Information chapter, Oracle iSupplier Portal User's Guide. For entering and viewing quality results associated with a Self-Service Outside Processing (Suppliers Management Portal) transaction, see: Supplier Access to Outside Processing Purchase Orders, Oracle Work in Process User's Guide

To enter and view quality results in iSupplier Portal

Navigate to the Shipments tab in Oracle iSupplier Portal when filling a purchase order. Navigate to the Orders tab when filling a manufacturing order.

Note: Quality results are entered for purchase orders as a result of the Self-Service Shipments (Suppliers Management Portal) transaction Enter quality results for manufacturing orders as a result of the Self-Service Outside Processing (Suppliers Management Portal) transaction.
Select Quality in the task bar directly below the tabs if filling a purchase order. Select Manufacturing Orders if filling a manufacturing order.
On the Quality Shipment Results page, search for a shipment.
To view the quality plans available for a shipment, select Available in the Quality Plans column.
On the Quality Plans page, select the Enter Quality Results pencil icon. To view existing quality results, select the View Quality Results eyeglasses icon. To view attachments, select the Attachment paper clip icon.
On the Enter Test Results page, enter the number of quality results you want to enter and select the Continue button.

You can enter up to 25 rows of quality results at a time.
On the Enter Quality Results page, enter your quality results information and select the Submit button.

Once you submit the quality results, a notification is sent to the buyer.

Related Topics