This topic explains several preformatted reports that assist you in identifying items that need quality attention. Reports display results obtained from quality test samples taken from inventory, customers, suppliers, and production. A Certificate of Analysis or Certificate of Conformance report provides documentation that the items produced or shipped comply with test procedures and quality specifications prescribed by the customer. A sample storage inquiry helps you determine the physical storage subinventory and locator for each sample.
This chapter covers the following topics:
The Item/Location Required Analysis report identifies inventory that needs attention. This includes process quality-enabled items that require retesting and items that require evaluation of their expiration dating. The report lists the items and locators that need attention, the date the attention is required, and the action to take.
There must be a specification with an inventory specification validity rule or each item and lot combination for the item to appear on the report. You can select inventory from specific subinventories by lot status. You can include expired items, and those that require retesting and items that will expire or require retesting in the future. An expired lot must contain inventory to appear on the report.
Navigate to the Submit Request window.
Enter Item/Location Required Analysis Report in the Name field.
Enter any of the following fields to narrow the scope of the report:
Organization is the process-enabled inventory organization that your responsibility can access. Required.
From Subinventory is the subinventory starting point for the report.
To Subinventory is the subinventory ending point for the report. This defaults to the From Subinventory.
From Status is the starting material status to include on the report.
To Status is the ending material status to include on the report. This defaults to the From Status.
Expired Items includes inventory items that expired.
Retest Items includes inventory items that require retesting.
Future Expire displays items that expire within a specified number of days from the current date and time. If you select Yes, then enter the specific number of days in the Expire Within field. If you select No, or leave this field blank, then do not make an entry in the Expire Within field.
Future Retest displays items that require retesting within a specified number of days from the current date and time. If you select Yes, then enter the specific number of days in the Retest Within field. If you select No, or leave this field blank, then do not make an entry in the Retest Within field.
Exclusive Test excludes inventory already tested within a specified number of days from the current date and time. If you select Yes, then enter the specific number of days in the Exclusive Within field. If you select No, or leave this field blank, then do not make an entry in the Exclusive Within field.
Click OK.
Complete the fields on the Submit Request window and click Submit. View or print the report.
The first page of the report summarizes the report parameters submitted. The following field display on subsequent pages:
Organization is the process-enabled inventory organization.
Item is the process quality-enabled item sampled and a brief description.
Lot is the lot sampled, if the item is lot-controlled.
Subinventory is the subinventory of the item sampled and a brief description.
Locator is the locator in the subinventory where the item was sampled, if the subinventory exists for the locator and a brief description.
Lot Status is the current lot status of the item and a brief description.
Retest Date is the scheduled retest date for the item.
Expire Date is the current expiration date of the item.
Test is the test name from the specification.
Spec Name is the specification name.
Spec Target is the specification target, if one is defined for the test.
Min. Value is the specification minimum value defined for the test.
Max. Value is the specification maximum value defined for the test.
Unit is the test unit of measure for the test.
The Item/Location Test Results report displays the results obtained from quality samples against inventory for a specified organization.
Navigate to the Submit Request window.
Enter Item/Location Test Results Report in the Name field.
Enter Organization as any valid organization you have privileges to access. Required.
Enter any of the following fields to narrow the scope of the report:
From Sample is the starting sample number for the report.
To Sample is the ending sample number for the report.
From Item is the starting item code for the report. The item must be process-enabled.
To Item is the ending item code for the report. The item must be process-enabled.
From Lot is the starting lot for the report.
To Lot is the ending lot for the report.
From Subinventory is the starting subinventory for the report.
To Subinventory is the ending subinventory for the report.
From Locator is the starting locator for the report.
To Locator is the ending locator for the report.
From Result Date is the starting result date for the report. The date defaults to the current date and time.
To Result Date is the ending result date for the report. The date defaults to the current date and time.
Note: From Result Date and To Result Date display the system date as the default. If you enter additional selection criteria such as From Sample, To Sample, From Item, or To Item, then the selection criteria must coincide with the From Result Date and the To Result Date to generate a meaningful report.
Select one of the following to Include or exclude results as follows:
All Results to include all results on the report, including those that are not in the specification.
Most Recent Final to include only one result with the most recent result date for each test and exclude any results that are not in the specification from appearing on the report.
Select the appropriate Print Condition to include the Edit Text associated to the Specifications and Results windows from the following options:
None to prevent the printing of specification text and result text on the report.
Result Text to print result text on the report. specification text is not printed.
Spec Text to print specification text on the report. Result text is not printed.
Spec Text/Result Text to print both specification text and result text.
Click OK. The Submit Request window displays.
Complete the fields on the Submit Request window and click Submit. View or print the report.
The first page of the report summarizes the report parameters submitted. The following fields are displayed on subsequent pages:
Organization is the process-enabled inventory organization and a brief description.
Item is the process quality-enabled item and a brief description.
Lot is the lot, if the item is lot-controlled and a brief description.
Subinventory is the subinventory of the item.
Locator is the locator in the subinventory , if the subinventory exists for the locator.
Test is the test name from the specification.
Target is the specification target for the test.
Unit is the quality unit of measure for the test.
Minimum is the specification minimum value defined for the test.
Maximum is the specification maximum value defined for the test.
Target Display is the display label for the specification target for Numeric Range with Display Text test type.
Min Display is the display label for the specification minimum for Numeric Range with Display Text test type.
Max Display is the display label for the specification maximum for Numeric Range with Display Text test type.
Effective From is the starting effective date for the specification validity rule.
Effective Thru is the ending effective date for the specification validity rule.
Target Text is text associated to the specification used.
Result is the test result.
Unit is the quality unit of measure for the result.
Result Date is the date the result was recorded.
Accept indicates whether the result is accepted or not.
COA indicates whether to print the Certificate of Analysis.
Sample Number indicates the sample number corresponding to the result displayed.
Quantity is the sample quantity.
UOM is the inventory unit of measure for the sample.
Sample Date is the date the sample was created.
In Spec whether the result is in-or out-of-specification.
Result Text is text associated with the results entered.
The Customer/Supplier Test Results report displays the results of the quality test results entered for customers or suppliers for a specified organization.
Navigate to the Submit Request window.
Enter Customer/Supplier Test Results Report in the Name field.
Select the Report Type to indicate the type of test results report:
Customer for a customer report.
Supplier for a supplier report.
Enter any of the following fields to narrow the scope of the report:
From Customer/Supplier is the starting customer or supplier number.
To Customer/Supplier is the ending customer or supplier number.
Organization ID is the process-enabled organization. Required.
From Item is the starting item code for the report. The item must be process quality-enabled.
To Item is the ending item code for the report. The item must be process quality-enabled.
From Lot is the starting lot for the report.
To Lot is the ending lot for the report.
From Result Date is the starting result date for the report. The date defaults to the current date and time.
To Result Date is the ending result date for the report. The date defaults to the current date and time.
From Sample is the starting sample for the report.
To Sample is the ending sample for the report.
Select one of the following to Include results as follows:
All Results to include all results on the report, including those that are not in the specification.
Most Recent Final to include only one result with the most recent result date for each test and exclude any results that are not in the specification from appearing on the report.
Select the appropriate Print Condition to include the Edit Text associated to the Specifications and Results windows from the following options:
None to prevent the printing of specification text and result text on the report.
Result Text to print result text on the report. specification text is not printed.
Spec Text to print specification text on the report. Result text is not printed.
Spec Text/Result Text to print both specification text and result text.
Click OK. The Submit Request window displays.
Complete the fields on the Submit Request window and click Submit. View or print the report.
The first page of the report summarizes the report parameters submitted. The following fields display on subsequent pages:
Organization is the process-enabled organization.
Item is the item sampled and a brief description.
Lot is the lot sampled, if the item is lot-controlled.
Subinventory is the subinventory of the item sampled.
Locator is the locator in the subinventory where the item was sampled, if the subinventory exists for the locator.
Test is the test name from the specification.
Target is the specification target for the test.
Unit is the quality unit of measure for the test.
Minimum is the specification minimum value defined for the test.
Maximum is the specification maximum value defined for the test.
Target is the text label for the specification target.
Min is the minimum label for the specification minimum.
Max is the maximum label for the specification maximum.
Effective From is the starting effective date for the specification validity rule.
Effective Thru is the ending effective date for the specification validity rule.
Target Text is text associated to the specification used.
Result is the test result.
Unit is the quality unit of measure for the result.
Result Date is the date the result was recorded.
Accept indicates whether the result is accepted.
COA indicates whether the Certificate of Analysis is required.
Sample Number indicates the sample number corresponding to the result displayed.
Quantity is the sample quantity.
UOM is the inventory unit of measure for the sample.
Sample Date is the date the sample was created.
In-Spec indicates whether the result is in-or out-of-specification.
Result Text is text associated with the results entered.
The Production Test Results report displays quality test results entered for WIP samples for a specified organization.
Navigate to the Submit Request window.
Enter Production Test Results Report in the Name field.
Enter any of the following fields to narrow the scope of the report:
From Sample is the starting sample for the report.
To Sample is the ending sample for the report.
From Batch is the starting batch for the report.
To Batch is the ending batch for the report.
From Formula is the starting formula for the report.
To Formula is the ending formula for the report.
From Formula Version is the starting formula version for the report.
To Formula Version is the ending formula version for the report.
From Routing is the starting routing for the report.
To Routing is the ending routing for the report.
From Routing Version is the starting routing version for the report.
To Routing Version is the ending routing version for the report.
From Routing Step Number is the starting routing step number for the report.
To Routing Step Number is the ending routing step number for the report.
From Operation is the starting operation for the report.
To Operation is the ending operation for the report.
Organization is the process-enabled organization for the report.
From Item is the starting process quality-enabled item for the report.
To Item is the ending process quality-enabled item for the report.
From Lot is the starting lot for the report, if the item is lot-controlled.
To Lot is the ending lot for the report, if the item is lot-controlled.
From Result Date is the starting result date for the report. The date defaults to the current date and time.
To Result Date is the ending result date for the report. The date defaults to the current date and time.
Select one of the following to Include results as follows:
All Results to include all results on the report, including those not in the specification.
Most Recent Final to include only one result with the most recent result date for each test and exclude any results not in the specification from appearing on the report.
Select the appropriate Print Condition to include the Edit Text associated to the Specifications and Results windows from the following options:
None to prevent the printing of specification text and result text on the report.
Result Text to print result text on the report. Specification text is not printed.
Spec Text to print specification text on the report. Result text is not printed.
Spec Text to print specification text on the report. Result text is not printed.
Click OK.
Complete the fields on the Submit Request window and click Submit. View or print the report.
The first page of the report summarizes the report parameters submitted. The following fields are displayed on subsequent pages:
Organization is the process organization from which the sample is taken.
Batch is the batch number of the sample.
Formula is the formula used to produce the sample.
Version is the formula version.
Routing is the routing used to produce the sample.
Version is the routing version.
Step is the batch step number of the sample.
Charge is the charge number of the sample.
Operation is the operation used to produce the sample.
Version is the operation version.
Item is the process quality-enabled item sampled and a brief Description.
Lot is the lot sampled, if the item is lot-controlled.
Subinventory is the subinventory of the item sampled.
Locator is the locator in the subinventory where the item was sampled, if the subinventory exists for the locator.
Test is the test name from the specification.
Target is the specification target for the test.
Unit is the quality unit of measure for the test.
Minimum is the specification minimum value defined for the test.
Maximum is the specification maximum value defined for the test.
Target Display is the display label for the specification target for Numeric Range with Display Text test type.
Min Display is the display label for the specification minimum for Numeric Range with Display Text test type.
Max Display is the display label for the specification maximum.
Effective From is the starting effective date for the specification validity rule for Numeric Range with Display Text test type.
Effective Thru is the ending effective date for the specification validity rule.
Target Text is text associated to the specification used.
Result is the test result.
Unit is the quality unit of measure for the result.
Result Date is the date the result was recorded.
Accept indicates whether the result is accepted.
COA indicates whether the Certificate of Analysis is required.
Sample Number indicates the sample number corresponding to the result displayed.
Quantity is the sample quantity.
UOM is the inventory unit of measure for the sample.
Sample Date is the date the sample was created.
Result Text is text associated with the results entered.
The Certificate of Analysis or Certificate of Conformance report verifies the process quality-enabled items produced or shipped comply with test procedures and quality specifications prescribed by the customer. A process manufacturer authorizes a Certificate of Analysis or Certificate of Conformance for shipment of supplies that usually require inspection upon receipt.
The Certificate of Conformance report presents data derived from quality management information. These reports are created primarily for items included on sales orders and shipped to customers. A customer may require certification of tests performed, and results generated on specific products sold to them. Potential customers review results certification before ordering products. Specifications with inventory or customer specification validity rules impact these reports. WIP and supplier specification validity rules have no impact.
Depending on the item lot status, certificate type specified on the specification validity rule that is in effect, and availability of information about a specific item, either a Certificate of Analysis or a Certificate of Conformance report is generated.
This report shows that certain tests were performed on an item, which specification limits or targets are required, what the test results are, and the date each result was entered. A Certificate of Analysis report is only generated when:
The item is active and lot-controlled.
The certificate type on the specification validity rule is set to Certificate of Analysis.
Specifications and results exist for the item and lot selected.
Print Spec and Print Result are selected on the specification.
Results are within specification, have an evaluation of Accept or Accept with Variance, and are not marked optional or for deletion. The most recent replicate and composited result average is reported.
Sampling group disposition is Accept or Accept with Variance.
Sales Order shipment status is not VOID if a Sales Order, Bill of Lading, or shipping information are supplied as parameters.
Items selected are not scheduled for deletion.
Appropriate selection criteria are entered on the Certificate of Analysis Report window.
Print Additional Test on Certificate of Analysis is selected on the Results window.
This report shows the tests that are performed on a specific item and what specification limits or targets are required. A Certificate of Conformance report can be generated when:
The item is active and is not lot-controlled.
The certificate type on the specification validity rule is set to Certificate of Conformance.
Specifications exist for the item and tests on the specification are not marked as optional.
Print Spec is selected on the specification.
Appropriate selection criteria are entered on the Certificate of Analysis Report window.
For specifications that have a customer specification validity rule in effect:
The results are based on the specification with a customer specification validity rule, even if the sample was analyzed against another specification validity rule type. The decimal precision selected is used in the report.
If a customer specification validity rule does not exist, then the inventory specification validity rule in effect for the item is used. If the inventory specification validity rule is used, then the organization, item, lot, and subinventory must be specified as report parameters before running the report.
The organization, item, lot, and customer must be specified as report parameters before running the report.
The Print Spec and Print Result indicators on the specification determine which tests and results are printed.
The customer-specific test aliases are printed instead of the test code.
Selection
As you enter data in the following fields, some of the fields fill automatically. This occurs in cases where a specific order, shipment, item, or lot is identified from the data supplied. Enter at least one of the following additional parameters to run the report:
Organization is the sample organization. You can retrieve and print the report if your responsibility has the privilege to access this organization.
Item is the process quality-enabled item sampled. A brief description displays.
Revision is the item revision.
Lot is the lot number. A brief description displays.
Subinventory is the subinventory code.
Locator is the subinventory locator code.
Operating Unit is the operating unit.
Order Number is the number of the sales order that contains the item.
Customer is the customer order number. The customer name entered on the sales order detail line displays if it is available.
Order Number is the number of the sales order that contains the item.
Delivery is the delivery number.
Print Text Options
Select one of the following to print the report. Specification and result text that is added through the Edit Text feature on the Actions menu of the Specifications or Results windows appears only if the appropriate Print Text Options are selected on the Certificate of Analysis Report Parameters window:
No Text to suppress printing the Edit Text.
All Text to include Specification and result text.
Specification Text Only to include only specification text.
Result Text Only to include only result text.
Print Options
Enter the number of Copies to print. To view the report, enter 0, and a hard copy is not generated.
Enter the name of a Printer. Style displays the default report style.
Click OK.
Choose Requests from the View menu.
Select All My Requests.
Click Find.
Select the current record indicator next to the requested Certificate of Analysis report to view. Make sure that the report phase is completed.
Click View Output. The output defaults to a *.pdf file, but can be changed by the System Administrator.
Depending on the report, certain fields are blank when information is not available. The following are descriptions of the fields displayed:
One of the following titles prints on the report:
Certificate of Analysis displays when selected as the certificate type on the specification validity rule.
Certificate of Conformance displays when selected as the certificate type on the specification validity rule.
Customer is the ship-to customer number and name from the sales order detail line.
Customer PO is the purchase order number from the sales order header.
Order Number is the customer sales order number from the sales order header.
Shipment Number is the bill of lading number from the shipment header.
Ship Date is the actual shipment date if it is available. If this date is not available, then this field displays the scheduled shipment date.
Item displays the process quality-enabled item sampled and a brief description.
Revision is the item revision, if the item is revision-controlled.
Lot is the lot sampled, if the item is lot-controlled.
Quantity Ordered (Qty1) is the quantity and unit of measure ordered.
UOM is the primary unit of measure for the quantity ordered.
Secondary Qty is the number of items ordered in the secondary unit of measure, if the item is dual unit of measure controlled.
UOM is the secondary unit of measure for the quantity ordered.
Quantity Shipped (Qty1) is the quantity and unit of measure shipped.
UOM is the primary unit of measure for the quantity shipped.
Qty2 is the number of items shipped in the secondary unit of measure, if the item is dual unit of measure controlled.
UOM2 is the secondary unit of measure for the quantity shipped.
Test/Method displays the test name, test method, and description on which the result or specification is based. The test alias appears if it is defined for the test or for a specific customer.
Result is the result value. Numeric results are rounded according to the decimal precision defined on the specification. The text equivalent displays for the Numeric Range with Display Text test data type. This information displays on the Certificate of Analysis, but it does not appear on the Certificate of Conformance. Target values for tests without a minimum and maximum appear in the Minimum column.
Min is the specification minimum value defined for the test.
Max is the specification maximum value defined for the test.
Test Unit is the quality unit of measure for the target.
Specifications Text is any Edit Text associated with the current specification when Specification Text Only or All Text are selected as Print Text Options.
Result Text is any Edit Text associated with the current Result when Result Text Only or All Text are selected as Print Text Options.
The Sample Storage Summary window displays the context organization which is also the physical storage organization, storage subinventory and locator of a sample taken for quality testing purposes for a specified organization. Sample attributes displayed are storage organization, item code, lot, sample number, sample quantity and unit of measure, date the sample was drawn, sampler, and sample source.
Select a process-enabled organization from the Organizations window. The context organization or owner organization displays in the window title. The samples for the organization display.
The following fields are display only:
Storage Organization is the context organization, which is also the storage organization of the sample.
Storage Subinventory is the storage subinventory of the sample. This defaults to the supply subinventory for the item defined in the sample organization.
Storage Locator is the storage locator of the sample if it is locator-controlled.
Item is the process quality-enabled inventory item sampled and a brief description.
Revision is the item revision, if the item is revision-controlled.
Parent Lot is the parent lot number specified on the sample.
Lot is the lot number specified on the sample.
Sample is the sample number of the sample tested.
Remaining Qty is the sample quantity that remains after the test is performed.
UOM is the unit of measure in Oracle Inventory for the sample quantity.
Sample Date is the date drawn for the sample.
Disposition is the sample disposition.
Retain As is the sample type, which is Archive, Reserve, or required.
Source is the type of material source (Inventory, WIP, Customer, and Supplier) where the sample is taken.
Comment is the comments for the sample.
The Find Sample Storage Summary window lets you find a sample storage summary for an organization.
To find a sample storage summary
Navigate to the Find Sample Storage Summary window. The context organization displays in the window title.
Enter any of the following criteria to narrow your search:
Storage Organization as the context organization, which is also the storage organization of the sample.
Storage Subinventory as the storage subinventory of the sample.
Storage Locator as the storage locator of the sample.
Item as the process quality-enabled inventory item sampled.
Revision as the item revision.
Parent Lot as the parent lot number specified on the sample.
Lot as lot number specified on the sample.
Sample as the sample number.
Disposition as the sample status.
Retain As as the sample type, which is Archive, Reserve, or required sample.
Source as the type of material source (Inventory, WIP, Customer, and Supplier) where the sample is taken.
Click Find to view the samples storage summary for the context organization.
The Sample Label Generation report produces a character delimited flat file that you can load into a generic form processor or documentation template designer to make commercial labels for samples. Enter a character to delimit the alphanumeric output.
Enter samples.
Navigate to the Submit Request window.
Enter Sample Label Generation in the Name field.
Enter the Organization Code.
Enter the starting sample number in the Sample Number From Range and the ending sample number in the Sample Number To Range to generate a set of consecutive labels.
Enter an ASCII character as File Delimiter.
Click OK.
Complete the fields on the Submit Request window and click Submit.
Choose Requests from the View menu.
Select All My Requests, and click Find.
Select the current record indicator next to the requested Sample Label Generation report to view. Make sure that the report phase is completed.
Click View Output. The output defaults to a specified file type. Your System Administrator can change this file type for purposes of submitting the character delimited flat file output to a generic form processor.
The organization code, sample number, and sample description are included with the other listed character-delimited flat file output. The following is an example of the report output for the sample label generator:
ORGN_CODE,SAMPLE NO,SAMPLE DESC,SAMPLE QTY,SAMPLE UOM,RETAIN AS,PRIORITY,SOURCE,SUBINV ENTORY,LOCATOR,PARENT LOT NUMBER, LOT NO,QC LAB ORGN,DATE DRAWN,EXPIRATION DATE,LOT RE TEST IND,STORAGE SUBINVENTORY,STORAGE LOCATOR,RESOURCES,RESOURCE INSTANCE,SAMPLE INSTA NCE,PLANT CODE,BATCH NO,FORMULA NO,FORMULA VERS,OPRN NO,OPRN VERS,RECIPE NO,RECIPE VER SION,ROUTING NO,ROUTING VERS,CUSTOMER NAME,OPERATING UNIT,SHIP TO SITE,ORDER TYPE ,ORD ER NO ,LINE NO ,SUPPLIER CODE ,SUPPLIER NAME ,SUPPLIER SITE ,PO NUMBER ,PO LINE NUMBER ,RECIEPT NUMBER ,RECIEPT LINE NUMBER STABILITY STUDY ORGN ,STABILTY STUDY NO ,ITEM SPEC ,ITEM SPEC VERS ,STORAGE SPEC ,STORAGE_SPEC_VERSION ,VARIANT NUMBER TIME INTERVAL NAME,SCHEDULED START DATE, "PR1","100094","Variant: 1 Time Point: 1 Sample","1","KGM","","vsk","","Normal","Stabl ity Study","","","","","PR1","29-AUG-05","","","","","","","","1"," "," "," "," "," "," "," "," "," "," "," "," "," "," "," "," "," "," "," "," "," "," "," ""PR1","000002 ","VSK-ITEM","9","86F","1","1","Day-1","30-AUG-05", "PR1","100095","Variant: 1 Time Point: 1 Sample","1","KGM","","vsk","","Normal","Stab ility Study","","","","","PR1","29-AUG-05","","","","","","","","1"," "," "," "," "," "," "," "," "," "," "," "," "," "," "," "," "," "," "," "," "," "," "," ""PR1","000002 ","VSK-ITEM","9","86F","1","1","Day-2","31-AUG-05", "PR1","100096","Variant: 1 Time Point: 1 Sample","1","KGM","","vsk","","Normal","Stab ility Study","","","","","PR1","29-AUG-05","","","","","","","","1"," "," "," "," "," "," "," "," "," "," "," "," "," "," "," "," "," "," "," "," "," "," "," ""PR1","000002 ","VSK-ITEM","9","86F","1","1","Day-3","01-SEP-05", "PR1","100097","Variant: 1 Time Point: 1 Sample","1","KGM","","vsk","","Normal","Stab ility Study","","","","","PR1","29-AUG-05","","","","","","","","1"," "," "," "," "," "," "," "," "," "," "," "," "," "," "," "," "," "," "," "," "," "," "," ""PR1","000002 ","VSK-ITEM","9","86F","1","1","Day-4","02-SEP-05",