Understanding Preference Profiles

In the JD Edwards EnterpriseOne Quality Management system, preference profiles enable you to customize tests and specifications. A specification is a group of tests that are performed at the same time or serve a similar function.

You can use a preference profile to customize tests and specifications for any combination of customer, customer group, item, or item group. The system uses preference profiles to determine the testing that should occur for any item, given the types of preference profiles that are user-defined for the item. Preference profiles also provide some limited control of access to Quality Management forms because quality testing is performed only for items that have related preferences.

Typically, you create preference profiles when you have consistent business requirements:

  • Specifications from the customers.

  • Policies set by the company.

  • Rules set by a regulatory agency.

An example of a preference is a customer test requirement for a specific item when it is received from a supplier. A customer might require a variety of tests or customized tests for this item.

An example of a specification is a blending specification for a soft drink, which contains tests for caffeine, color shade, and syrup concentration. These individual tests within the specification, not the specification itself, pass or fail quality testing.

After you define tests and specifications, you can customize them by setting up preference profiles, referred to as preferences.

Depending on how you set up the hierarchy for preference profiles, you can set up preferences for:

  • A customer.

  • A customer group.

  • An item (product).

  • An item group.

  • Any combination of customers and items, or groups of customers and items.

You can also limit each preference to a specific branch/plant.

The system hierarchy that you set up determines which preference information appears when you enter test results.

After you define preferences, you can locate them when you revise test results and bills of material. You can also locate preferences when you review branch/plant information for items and when you enter work orders.