Integrating With PeopleSoft Purchasing

This topic provides an overview of the Quality integration with Purchasing.

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.

Select Receipt (search criteria) Page

PO_PICK_ORDERS

Select the shipments that require inspection.

Inspection Page

RECV_INSPECT

Enter receipt line items through the inspection process.

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 supplier 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.

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

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.

Stream Hierarchy Fields

Trace Fields

INV_ITEM_ID

DISTRIB_LINE_NUM

VENDOR_ID

DISTRIB_SEQ_NUM

 

LOT_ID

 

OPRID

 

RECEIVER_ID

 

RECV_LN_NBR

 

SERIAL_ID

 

TAG_NUMBER

 

VENDOR_LOT_ID

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

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 supplier 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.