Quality Management Business Rules

Specification Matching Business Rules

These topics summarize the business rules used to find the appropriate specification version and specification validity rule in effect for quality inspection of material. This specification matching logic is performed when associating a specification to a sample in OPM Quality Management, and when running the Customer Specification Matching inquiry in Oracle Order Management. There are two sets of business rules for:

Item Specification Matching

The following discussions pertain to item specification matching:

Local and Global Specification Searches

To match a specification with a specific sample, the Samples window uses the base hierarchy. Local specifications are searched before global specifications at each level of the specification matching hierarchy.

Item and Item Revision in Specification Matching

Item and item revision are considered in customer, inventory, supplier, and WIP specification matching.

Grade Control in Specification Matching

Specifications with no grade specified are searched for items that are not grade-controlled. For grade-controlled items, specification matching searches for a given grade.

If the grade is specified, then it is used in the search, otherwise item specifications with no grade are used.

If the grade is not specified, then the lot-specific grade is used first, followed by item default grade, and finally the global grade is used.

If a grade is not found, then the application searches for a specification with no grade specified for the closest match. These rules apply to all specification matching hierarchies for inventory, WIP, customer, and supplier.

Customer Specification Matching

To match a specification with a customer sample, the Samples window uses the base hierarchy and considers local versus global specifications. While matching a customer sample, if the customer specification is not found based on the following hierarchical criteria, then the application searches for an inventory specification. If the grade is specified, then it is used in the search, otherwise item specifications with no grade are used. If grade is not specified, then item specifications with no grade are used in the search. Item and Item Revision are considered. The search hierarchy is:

  1. Local Organization + Customer + Operating Unit + Ship-To + Order Number + Order Line ID

  2. Global Organization + Customer + Operating Unit + Ship-To + Order Number + Order Line ID

  3. Local Organization + Customer + Operating Unit + Ship-To + Order Number + Order Line

  4. Global Organization + Customer + Operating Unit + Ship-To + Order Number + Order Line

  5. Local Organization + Customer + Operating Unit + Ship-To + Order Number

  6. Global Organization + Customer + Operating Unit + Ship-To + Order Number

  7. Local Organization + Customer + Operating Unit + Order Number

  8. Global Organization + Customer + Operating Unit + Order Number

  9. Local Organization + Customer + Operating Unit + Ship-To Location

  10. Global Organization + Customer + Operating Unit + Ship-To Location

  11. Local Organization + Customer

  12. Global Organization + Customer

Specification Matching from the Pick Lots Window

To find a customer specification from the Select Available Inventory window, the specification matching feature uses the base hierarchy and considers local versus global versus other organization-specific specifications. The Select Available Inventory window searches only for a customer specification. It does not search for an inventory specification if the customer specification is not found. If the grade is specified, then it is used in the search, otherwise item specifications with no grade are used. Item and Item Revision are considered. The search hierarchy is:

  1. Local Organization + Customer + Operating Unit + Ship-To + Order Number + Order Line ID

  2. Global Organization + Customer + Operating Unit + Ship-To + Order Number + Order Line ID

  3. Other Organizations + Customer + Operating Unit + Ship-To + Order Number + Order Line ID

  4. Local Organization + Customer + Operating Unit + Ship-To + Order Number + Order Line

  5. Global Organization + Customer + Operating Unit + Ship-To + Order Number + Order Line

  6. Other Organizations + Customer + Operating Unit + Ship-To + Order Number + Order Line

  7. Local Organization + Customer + Operating Unit + Ship-To + Order Number

  8. Global Organization + Customer + Operating Unit + Ship-To + Order Number

  9. Other Organizations + Customer + Operating Unit + Ship-To + Order Number

  10. Local Organization + Customer + Operating Unit + Order Number

  11. Global Organization + Customer + Operating Unit + Order Number

  12. Other Organizations + Customer + Operating Unit + Order Number

  13. Local Organization + Customer + Operating Unit + Ship-To Location

  14. Global Organization + Customer + Operating Unit + Ship-To Location

  15. Other Organizations + Customer + Operating Unit + Ship-To Location

  16. Local Organization + Customer

  17. Global Organization + Customer

  18. Other Organizations + Customer

Inventory Specification Matching

To find an inventory specification, the specification matching feature uses the base hierarchy and considers local versus global versus other plant-specific specifications. Item and Item Revision are considered.

If the grade is specified, then it is used in the search, otherwise item specifications with no grade are searched. If the grade is not specified and the item is grade-controlled, then the item with no grade is used in the search. The following is the hierarchy used by the inventory specification matching program:

  1. Local Organization + Parent Lot + Lot + Subinventory + Locator

  2. Local Organization + Parent Lot + Lot + Subinventory

  3. Local Organization + Parent Lot + Lot

  4. Global Organization + Parent Lot + Lot

  5. Local Organization + Parent Lot + Lot + Subinventory + Locator

  6. Local Organization + Parent Lot + Lot + Subinventory

  7. Local Organization + Parent Lot + Lot

  8. Global Organization + Parent Lot + Lot

  9. Local Organization + Subinventory + Locator

  10. Local Organization + Subinventory

  11. Local Organization + Item

  12. Global Organization + Item

Supplier Specification Matching

To find a supplier specification, the specification matching feature uses the base hierarchy and considers local versus global versus other plant-specific specifications. If no supplier specification is found that matches a supplier sample, then the application searches for a matching inventory specification. Item and Item Revision are considered. If the grade is specified, then it is used in the search, otherwise item specifications with no grade are used. If grade is not specified, then item specifications with no grade are searched. The following is the hierarchy used by the supplier specification matching program.

  1. Local Organization + Supplier + Supplier Site + PO Number + PO Line Number

  2. Global Organization + Supplier + Supplier Site + PO Number + PO Line Number

  3. Local Organization + Supplier + Supplier Site + PO Number

  4. Global Organization + Supplier + Supplier Site + PO Number

  5. Local Organization + Supplier + Supplier Site

  6. Global Organization + Supplier + Supplier Site

  7. Local Organization + Supplier

  8. Global Organization + Supplier

WIP Specification Matching

To find a WIP specification, the specification matching feature uses the base hierarchy and considers local versus global versus other plant-specific specifications. If no WIP specification is found that matches a WIP sample, then the application searches for a matching inventory specification. WIP specifications are searched using the following priorities:

  1. Charge

  2. Step

  3. Routing + Version

  4. Routing

  5. Formula Line

  6. Formula + Version

  7. Formula

  8. Recipe + Version

  9. Recipe

  10. Batch

  11. Operation + Version

  12. Operation

Based on the previous search priorities, a routing takes precedence over a formula, recipe, batch, or operation. When a recipe is defined, the formula and optional routing are associated to it. When a batch is defined from a recipe, a formula and optional routing are associated to it.

If the grade is specified, then it is used in the search, otherwise item specifications with no grade are used. If the grade is not specified and the item is grade-controlled, then the item with no grade is used in the search. Item and Item Revision are considered. The WIP specification matching program uses the inventory specification matching program as the base hierarchy and searches based on the previous priorities as follows:

  1. Local Organization + Lot + Subinventory + Locator

  2. Global Organization + Lot + Subinventory + Locator

  3. Local Organization + Lot + Subinventory + Locator

  4. Global Organization + Lot + Subinventory + Locator

  5. Local Organization + Lot + Subinventory

  6. Global Organization + Lot + Subinventory

  7. Local Organization + Lot + Subinventory

  8. Global Organization + Lot + Subinventory

  9. Local Organization + Lot

  10. Global Organization + Lot

  11. Local Organization + Lot

  12. Global Organization + Lot

  13. Local Organization + Subinventory + Locator

  14. Global Organization + Subinventory + Locator

  15. Local Organization + Subinventory

  16. Global Organization + Subinventory

  17. Local Organization + Item

  18. Global Organization + Item

Monitoring Specification Matching

Monitoring specifications are created for resources or locators that you need to assess as part of your quality operations in the supply chain. The following is the hierarchy used by the monitoring specification matching program.

Locator

The search hierarchy is:

  1. Organization + Subinventory + Locator

  2. Organization + Subinventory

  3. Organization

Resource

The search hierarchy is:

  1. Resource + Resource Organization + Resource Instance

  2. Resource + Resource Organization

  3. Resource