Integrating With PeopleSoft Inventory

This topic provides an overview of Inventory integration with Quality.

Page Name

Definition Name

Usage

Quality Functions Page

QS_APP_DEF

Control data-entry and analysis-field input requirements by maintaining application fields categorized as hierarchy or traceability.

InterUnit and RMA Receiving - Receipt Details Page

INV_RECV_SERIAL

Enter serial IDs, lot IDs, and container information for the items to be received on an RMA.

InterUnit and RMA Receiving - Putaway Details Page

INV_RECV_LN_PUTWY

View receiving information and enter comments about the putaway item.

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.

Use the Quality Functions page (QS_APP_DEF) to control data-entry and analysis-field input requirements by maintaining application fields categorized as hierarchy or traceability.

Navigation:

Quality > Define Methods and Procedures > Quality Functions

Use the Quality Functions page to provide 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.

Stream Hierarchy Fields

Trace Fields

INV_ITEM_ID

CONFIG_CODE

 

CONTAINER_ID

 

INV_LOT_ID

 

QTY_INV_RECV

 

RECEIPT_DTTM

 

RECEIVER_ID

 

RETURN_FROM_BU

 

RETURN_FR_CUST_ID

 

RMA_ID

 

RMA_LN_NBR

 

SERIAL_ID

 

STORAGE_AREA

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

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.