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Oracle SCM Cloud

Quality Inspection Management

Implementation

Activity Guide

Important!

You’ve been assigned a unique, two-digit student number for this

course. In the following pages, wherever you see “xx,” substitute

your student number.

Note: Your student number is only valid for the duration of the

course.

Practices for Lesson 2:

Overview of Quality

Inspection Management

Copyright © 2018, Oracle and/or its affiliates. All rights reserved.

2 Practices for Lesson 2: Overview of Quality Inspection Management

Practices for Lesson 2

Overview

In these practices, you navigate through the Quality Management work area.

Running Session Warmers

We recommend that you perform the following steps prior to starting any of the scripts to ensure

the best performance.

1. Log on using scm01.student (or your student log on).

2. Open a second browser tab and go to the main application page.

3. On the Main page, click Demo Tools and then, click Session Warmers.

4. Click SCM and then click Supply Management – Core and Supply Planning. Popups

launch and automatically close. If popups do not open, check that popup blocker is not

enabled in the browser.

5. When all popups close, go to the browser tab where you logged on to the application and

use that instance for running the scripts.


Practices for Lesson 2: Overview of Quality Inspection Management 3

Practice 2-1: Navigating through the Quality Management Work Area

Note to instructor: Demonstrate this practice to the students.

Overview

In this practice, you explore the Quality Management work area and navigate some basic

elements in the user interface.

Note: Only users with the Quality Analyst role are able to search for Issues and Actions. Users

with the Quality Engineer role are able to search for Inspection Plan, Inspection Characteristic,

Inspection Level, and Inspection. Users with both roles are able to search for all quality objects.

Prerequisites

None

User Login

scmXX.student (Replace XX with your student number)

Summary of Tasks

Navigate to the Quality Management work area

Explore the infolets on the Overview page

Review the available quality objects

Search for an existing quality object

Filter your search results

Create a new quality object

Steps:

Navigate to the Quality Management work area

1. From the Navigator, select Quality Management.

Explore the infolets on the Overview page

2. On the Overview page, explore the following infolets:

Receiving Inspections

WIP Inspections

Inspection Status

Review the available quality objects

3. Click the Search For list and review the quality objects (Inspection Plan, Inspection

Characteristic, Inspection Level, and Inspection) available.

Search for an existing quality object

4. In the Search For list, select Inspection Characteristics.


4 Practices for Lesson 2: Overview of Quality Inspection Management

5. In the Search field, enter: Charging.

Note: If you do not enter any text, the search results display all the Inspection

characteristics created so far.

6. Click the Search icon.

Filter your search results

7. Click the Show Filters link to filter your search results.

8. In the Source Object list, select Non-item.

9. Click Search. The search results display the quality objects (Inspection Characteristic)

matching the criteria you specified.

Create a new quality object from the Search page

10. On the Overview page, select Inspection Characteristics from the Search For list and

then, click the Search icon.

11. On the Search page, all existing inspection characteristics display.

12. Click the Create icon.

13. On the Create Inspection Characteristic page, review the various fields, such as Source

Object, Characteristic Group, Enabled, etc.

14. Click Cancel to return to the Overview page.

Note: Select Inspection Level from the Search For list and repeat steps 12-16 to

familiarize yourself with the steps to navigate to the Create Inspection Level page.

Practice Complete:

In this practice, you explored the Quality Management work area and navigated some basic

elements in the user interface.


Defining Quality Inspection

Requirements


2 Practices for Lesson 3: Defining Quality Inspection Requirements


Overview

The practices in this lesson mainly focus on the set up required for performing quality

inspections. You create an item-based inspection characteristic and a non-item inspection

characteristic. In addition, you create a Receiving inspection plan as well as a Work-in-Process

inspection plan.


Practices for Lesson 3: Defining Quality Inspection Requirements 3

Demonstration 3-1: Creating an Item Inspection Characteristic

Overview

In this demonstration, you learn to create an item-based inspection characteristic of type -

number.

Prerequisites

None

User Login

scm00.instructor

Summary of Tasks

Navigate to the Create Inspection Characteristic page

Create an item-based inspection characteristic

Steps



2. On the Overview page, click the Create icon in the top-right corner and select

Inspection Characteristic from the list.

Create an item-based inspection characteristic

3. On the Create Inspection Characteristic page, enter or select values as follows:

Field Value

Name Resolution

Description (Optional) Display resolution

Source Object Item

Item Class VarioNIR

Target Attribute Reference Item-Display Resolution-Pixels Target

Note: You can do an Advanced search with the

key word ‘Pixels’ and by selecting ‘Contains’ in

the list of operators.

Minimum Attribute

Reference

Item-Display Resolution-Pixels MIN

Maximum Attribute

Reference

Item-Display Resolution-Pixels Max



4. Select the Enabled check box, if not previously defaulted.

5. In the UOM list, select px.

6. Click the Characteristic Group icon.

7. In the Associate Characteristic Group dialog box, click the Add Row icon.

8. In the Name list, select the Create link.

9. In the Create Group dialog box, in the Name field, enter: Item Dimensions.

Note: To search for an existing characteristic group, select Search, and to create a new

characteristic group, select Create from the list.

10. Click OK to close the dialog box.

11. (Optional) In the Attachments field, click the Manage Attachments icon to add or edit

an attachment.

12. Click Save and Create Another to create another characteristic, or Save and Close to

return to the Overview page.

Demonstration Complete:

In this demonstration, you learned to create an item-based inspection characteristic.



Demonstration 3-2 Creating a Receiving Inspection Plan

Overview

Receiving criteria can be defined to embed inline inspection as part of the receiving transaction

by document type or supplier, as examples. For example, a multi-sourced item could share the

same inspection plan across its suppliers.

In this demonstration, you learn to create a Receiving inspection plan.

Prerequisites

None

User Login

scm00.instructor

Summary of Tasks

Create an item

Navigate to the Create Inspection Plan page

Specify values in the Details section

Specify values in the Specification section

Specify values in the Inspection Criteria section

Approve and save the inspection plan

Steps

Create an Item

1. From the Navigator, under Product Management, select Product Information

Management.

2. Click the Tasks panel tab and then, select the Create Item link.

3. In the Create Item dialog box, enter or select values as follows:

Field Value

Organization 000

Create New Selected

Item Class Root Item Class

4. In the Templates region, in the Available List, select Purchased Item and then, click the

icon to move it to the Selected List.

5. Click OK. Click Yes to close the warning message.

6. On the Create Item page, enter or select values as follows:



Field Value

Item SCM.ABC.XX (replace XX with your initials)

Description Item for Receiving Inspection Plan

Item Status (Defaulted) Active

Lifecycle Phase (Defaulted) Production

7. Scroll down and click the Associations tab. Click the Select and Add icon.

8. In the Select and Add: Organization dialog box, in the Organization field, enter: 001 and

then, click the Search icon. Select the organization and then, click Apply.


then, click the Search icon. Select the organization and then, click Apply. Click Done to

close the dialog box.

10. Click Save and Close on the Create Item page.




Inspection Plan from the list.


13. On the Create Inspection Plan page, in the Details section, select or enter values as

follows:

Field Value

Name Incoming Memory Test_XX (Replace XX with

your initials)

Type Receiving

Organization 002

Details Item

Item SCM.ABC.XX (item you created)

Version Description

(Optional)

Inspection Plan for SCM.ABC.XX V1

Start Date Current Date and Time (Defaulted)

Status New (Defaulted)

Inspection Level Inspection Level 10

Specify values in the Specifications section

14. Select the Specifications infotile.



15. Click the New icon to add a new row, and then enter or select values as follows:

Field Value

Sequence 10 (Defaulted)

Characteristic Correct Part

Target Yes

16. Click the New icon again and then, in the Characteristic field, enter: Memory

Transfer Rate. Enter or select appropriate values in the Target, Minimum Value, and

Maximum Value fields for the characteristic. Note that the other fields (Target, Minimum

Value, and Maximum Value) are populated automatically if they are defined in the

Inspection Characteristic master for a non-item inspection characteristic. Similarly, these

fields are populated automatically if they are defined in the Item master for an item

inspection characteristic.

17. Click the New icon again, and then, in the Characteristic field, enter: Memory Clock.

Enter or select appropriate values in the Target, Minimum Value, and Maximum Value

fields.


18. Select the Inspection Criteria infotile.

19. Click the Add Row icon and enter or select values as follows:

Field Value

Document Type Purchase order

Supplier Midtown Computer Supplies

Supplier Site MCS US1


20. Click the Details infotile.

21. In the Status list, select Approved.

Click Save. Notice that the name of the screen changes to: Edit Inspection Plan:

Incoming - Item, 1 (002). Note that “Incoming Memory Test” is the name of the inspection

plan, “1” is the current version, and “002” is the organization.


In this demonstration, you learned to create a Receiving inspection plan.



Practice 3-1 Creating a Non-Item Characteristic

Overview

In the Quality Management Cloud application, you can define inspection characteristics that are

independent of item attributes and specifications. Non-item inspection characteristics can be

leveraged for both item and resource-related inspections.

In this practice, you create a non-item characteristic of type - Character.

Prerequisites

None

User Login


Summary of Tasks


Create a non item inspection characteristic

Steps




Inspection Characteristic from the list.

Create a non-item inspection characteristic

3. On the Create Inspection Characteristic page, select or enter values as follows:

Field Value

Name PartColorXX (replace XX with your student

number)

Description (Optional) Color of the component

Source Object Non-item

Data Type Character

4. Click the Value Set icon.

5. In the Create Value Set dialog box, click the Add Row icon.

6. In the Value field, enter: Black.



7. Click the Add Row icon again to add a new row.

8. In the Value field, enter: Gray.

9. Click OK to close the dialog box.

10. Select the Enabled check box, if not previously defaulted.

11. In the Target list, select Black.

12. (Optional) To associate a characteristic group, click the Characteristic Group icon.

13. Click Save and Close.

Practice Complete:

In this practice, you created a non-item inspection characteristic.



Practice 3-2 Creating a Work-in-Process Inspection Plan

Overview

Work in Process criteria can be set up to enforce inline inspection at a particular operation or

operation dispatch status.

In this practice, you create a Work-in-Process inspection plan.

Prerequisites

None

User Login


Summary of Tasks

Create an item



Specify values in the Specification section



Steps

Create an item

1. From the Navigator, under Product Management, select Product Information

Management.

2. Click the Tasks panel tab and then, select the Create Item link.

3. In the Create Item dialog box, enter or select values as follows:

Field Value

Organization 000

Create New Selected

Item Class Root Item Class

4. In the Templates region, in the Available List, select Purchased Item and then, click the

icon to move it to the Selected List. Notice that there are the following two templates in

the Available List: Purchased Item and Finished Goods.

5. Click OK.

6. On the Create Item page, enter or select values as follows:



Field Value

Item QM.YY.XX (replace YY with your initials and

XX with your student number)

Description Item for WIP Inspection Plan

Item Status (Defaulted) Active

Lifecycle Phase (Defaulted) Production

7. Scroll down and click the Associations tab. Click the Select and Add icon.


then, click the Search icon. Select the organization and then, click Apply.


then, click the Search icon. Select the organization and then, click Apply. Click Done to

close the dialog box.

10. Click Save and Close on the Create Item page.




Inspection Plan.


13. On the Create Inspection Plan page, in the Details section, select or enter values as

follows:

Field Value

Name WIP Tablet Technical Inspection-XX (replace

XX with your student number)

Type Work in process

Organization 002

Details Item

Item Item you created previously (Steps # 1-10)

Version Description Inspection Plan for item XXXXX (Replace

XXXXX with the item you created)

Start Date Current Date and Time (Defaulted)

End Date Note: Leave this field blank to keep your

inspection plan in an active state.

Status New (Defaulted)



14. In the Attachments field, click the Manage Attachments icon to add or edit a file.

Specify values in the Specifications section

15. Select the Specifications infotile.

16. Click the New icon to add a row, and then select or enter values given for Sequence 10

in the table below. Add two more rows in succession, and then enter the values for

Sequence 20 and 30 in the corresponding fields, respectively.

Sequence Characteristic UOM Target Minimum

Value

Maximum

Value

10 Screen Size mm 260 255 265

20 Memory

Transfer Rate MHz 667 660 675


17. Select the Inspection Criteria infotile.

18. Click the Add Row icon, and then select or enter values as follows:

Field Value

Operation Sequence 20

Operation Code TTST

Dispatch Status Ready

19. Click the Add Row icon again, and then select or enter values as follows:

Field Value

Operation Sequence 20

Operation Code TTST

Dispatch Status Reject


20. Select the Details infotile.

21. In the Status list, select Approved.

22. Click Save and Close to save the plan and return to the Overview page.

Practice Complete:

In this practice, you created a Work-in-Process inspection plan.


Performing Quality

Inspections


2 Practices for Lesson 4: Performing Quality Inspections


Overview

The practices in this lesson focus on how to perform quality inspections. You learn to perform

an inline Receiving inspection as well as an inline Work-in-Process inspection. In addition, you

perform an ad-hoc Resource inspection.


Practices for Lesson 4: Performing Quality Inspections 3

Demonstration 4-3: Performing an Ad-Hoc Resource Inspection

Overview

In an ad-hoc inspection scenario, you can collect inspection results against a work order

operation, an item in inventory, or a resource.

In this demonstration, you perform an ad-hoc Resource inspection.

Prerequisites

None

User Login

scm00.instructor

Summary of Tasks

Navigate to the Create Inspection dialog box

Enter inspection details

Steps

Navigate to the Create Inspection dialog box



Inspection from the list.

3. In the Enter Inspection Details dialog box, select or enter values as follows:

Fields Values

Organization 002

Type Resource

Work Center Monogram Application WC

Resource Monogram Machine

Inspection Plan Monogram Machine Inspection Plan

4. Click OK to close the Enter Inspection Details dialog box.

Enter inspection details

5. On the Enter Inspection Details page, in the 00001: Inspection Results region, in the

Results field, enter values as follows:

Sequence Results



10 Yes



In this demonstration, you performed an ad-hoc Resource inspection.



Practice 4-1: Performing an Inline Receiving Inspection


Overview

In an inline Receiving inspection, results are entered as part of the Receiving transaction if a

matching inspection plan is found and an inspection is required, or if skip lots functionally does

not require an inspection but you choose to perform the inspection anyway.

In this practice, you perform an inline Receiving inspection.

Prerequisites

You have successfully completed Practice 3-2.

Set Receiving Parameters for Organization.

1. From the Navigator, select Setup and Maintenance.

2. On the Setup and Maintenance page, click the icon and then, select the Manufacturing and Supply Chain Materials Management offering from the list.

3. In the Functional Areas region, select the Receiving functional area.

4. Click the Manage Receiving Parameters task.

5. In the Select Organization dialog box, select 002 – Atlanta and then, click OK.

6. In the General region, in the Receipt Routing list, select Inspection required.

7. Select the Use Quality Inspection Plan check box.

8. Select the Allow Routing Override check box.


User Login

Calvin.Roth

Summary of Tasks

Create receipts for inspection

Navigate to the Inspect Lines page

Enter quality inspection results

Submit quality inspection results

Steps

Navigate to the Inspect Lines page

1. Log on as Calvin.Roth.

2. From the Navigator, under Procurement, select Purchase Orders.

3. Click the Tasks panel tab and then, select Create Order.

4. In the Create Order dialog box, enter or select values as follows:

Fields Values



Style Purchase Order

Procurement BU US1 Business Unit

Requisitioning BU Defaulted on selecting the Procurement BU

Supplier Midtown Computer Supplies

Currency USD

Default Ship-to Location Atlanta

5. Click Create to close the Create Order dialog box. Note down the Purchase Order number

here: ____________________

6. On the Edit Document (Purchase Order): XXXXX page, in the General region, in the Bill-

to Location field, enter: Atlanta.

7. Scroll down and then, click the Lines tab. Click the Add Row icon. Enter or select values

as follows.

Fields Values

Item SB4751105

Quantity 20

Price 100

UOM Ea

8. Click the Schedules tab.

9. In the Request Delivery Date field, select three days later than the current date.

10. In the Receipt Routing field, select Inspection Required.

11. On the Edit Document (Purchase Order): XXXXX page, click the Submit button.

12. From the Navigator, under Warehouse Operations, select Inventory Management.

13. Click the Tasks panel tab and show tasks for Receipts.

14. Select Receive Expected Shipments.

15. Ensure that Organization 002 is selected in the top-right of the page. If not, click the

Change Organization button and select it.

16. In the Purchase Order field, enter the purchase order you created. Refer to step# 5. Then,

click Search.

17. In the Search Results region, select the record with your purchase order and then, click

the Receive button.

18. In the Quantity field, enter: 20.

19. Click the Create Receipt button.

20. On the Create Receipt page, click the Submit button.



21. A confirmation message that your receipt has been created appears. Note down the receipt

number here: _______________.

22. Click OK to close the confirmation message.

23. In the Navigator, under Warehouse Operations, select Inventory Management.

24. On the Overview page, click the Tasks panel tab, and show tasks for Receipts.

25. Select the Inspect Receipts link.

26. In the Advanced Search region, in the Receipt field, enter the receipt number generated

from Step 20.

27. Click Search.

28. On the Inspect Lines page, select the row for your receipt.

29. Click Inspect.


30. Select the item record and then, click the Enter Quality Results button.

31. In the Samples region, select the first sample (XXXXX – 1). Then, select or enter values as

follows:

Note: XXXXX is your receipt number.

Field Value

10 Yes

20 669

30 170

32. Notice a green tick appears next to the the first sample for which you entered quality results

above.

33. In the Samples region, select the second sample (XXXXX – 2). Then, select or enter

values as follows:

Note: XXXXX is your receipt number.

Field Value

10 Yes

20 670

30 169

34. Notice 2 under Accepted in the Disposition field. Click Save and Close.

Submit quality inspection results

35. Click Submit and then, click OK to confirm.



36. On the Inspect Receipts page, click Done to return to the Inventory Management

overview page.

Practice Complete:

In this practice, you performed an inline Receiving inspection.



Practice 4-2: Performing an Inline Work-in-Process Inspection


Overview

In inline Work in Process inspection, the quantity being completed in an operation must be

inspected in order for the completion transaction to continue. Each individual unit is accepted or

rejected individually. Rejected units can then be reworked and inspected again or move to scrap

as appropriate.

In this practice, you perform an inline Work-in-Process inspection.

Prerequisites

None

User Login


Summary of Tasks

Create a Work Order

Navigate to the Review Dispatch List page


Steps

Create a Work Order for Inspection

1. From the Navigator, under Manufacturing, select Work Execution.

2. On the Overview page, in the top right, click Change Organization and select 002.

3. Click the Tasks panel tab and then, select Manage Work Orders.

4. On the Manage Work Orders page, in the Search Results region, click the Create icon

and then, select Create Standard Work Order.

5. In the Create Standard Work Order dialog box, enter or select values as follows:

Field Value

Item AS4751200

Quantity 10

Start Date Default Date

6. Click Save and Edit. Note the WO number here ________________________.

7. Click the Serial Number tab.

8. In the Generate and associate serial numbers field, enter: 2. Then, click Generate.

9. Click Save to save the changes you made to the work order.

10. Click the General Information tab and then, in the Status list, select Released.




12. Click Done.

13. Click the Tasks panel tab and then, select Review Dispatch List.

14. On the Review Dispatch List page, in the Search region, click the Work Area list and

then, select Tablets.

15. Enter the work order number (WO-002-XXXX) you noted in Step# 6 in the Work Order field

and then, click Search.

16. Select the work order record and then, click the Expand icon next to it.

17. Select the Complete check box for both the serial numbers.

18. Click the Quick Complete button. A confirmation message that the quantity has been

completed at operation 10 and moved to operation 20 appears on the screen.

Navigate to the Review Dispatch List page

19. From the Navigator, under Manufacturing, select Work Execution.

20. On the Overview page, in the top right, click Change Organization.

21. In the Select Organization dialog box, in the Organization field, enter: 002.

22. Click OK.

23. On the Overview page, click the Tasks panel tab, and then select the Review Dispatch

List link.

24. On the Review Dispatch List page in the top-right, in the Saved Search list, select

Application Default.

25. On the Review Dispatch List page, in the Work Area list, select All.

26. In the Work Center list, select All.

27. Enter the work order number you created previously in the Work Order field.

28. Click Search.

29. In the search results, select the Work Order WO-002-XXXX and Operation 20 line with Item

AS4751200.

30. Click the Expand icon.


31. Select the Inspect and Complete check box for the two serial numbers.

32. Click Quick Complete.

33. In the AS475-XXXXX: Inspection Results region, in the Results field, enter values as

follows:

Sequence Results

10 260

20 667

34. In the Serials column on the left, select the second serial number.



35. In the Results field, enter values as follows:

Sequence Results

10 260

20 679


37. In the Quick Complete WO-002-XXXX dialog box, click the Complete button.

Note: At this point, you can decide if you want the rejected units to be reworked and

inspected again, or move them to scrap as appropriate.

38. On the Review Dispatch List page, select the line with Work Order WO-002-XXXX - 30.

39. Click the Expand icon.

40. Select the Complete check box for Serial Number AS475-XXXXX.

41. Click Quick Complete.

42. On the Review Dispatch List page, click Done.

Practice Complete:

In this practice, you performed a Work-in-Process inspection.


Oracle Transactional

Business Intelligence for

Quality Inspection


2 Practices for Lesson 5: Oracle Transactional Business Intelligence for Quality Inspection


Overview

In this practice, you define reports based on quality inspection results as well as related

inspection plan and item information.


Practices for Lesson 5: Oracle Transactional Business Intelligence for Quality Inspection 3

Demonstration 5-1: Building an OTBI Report on Inspection Results

Overview

Inspection results can be exported from OTBI into different formats used by other reporting tools

like for Statistical Control Chart analysis.

In this demonstration, you build an OTBI report on inspection results.

Prerequisites

None

User Login

scm00.instructor

Summary of Tasks:

Navigate to the Reports and Analytics page

Select a subject area

Edit view and layout of report

Enable the Sort and Filter, and apply conditional formatting

Save and review the report

Steps

Navigate to the Reports and Analytics page

1. From the Navigator, under More, select Report and Analytics.

2. On the top-left corner, in the Contents column, click the Create icon.

Select a subject area

3. In the Select Subject Area dialog box, select Quality Inspection Results Real Time.

4. On the Select Columns page, in the Subject Areas column, click the Expand icon next

to the Quality Inspection Results Real Time subject area.

5. Expand up to Inspection Event Details and select Accepted Quantity. Then, click the Add

icon to move it to the Selected Columns region.

6. Next, expand Inspection Event Details and select Rejected Quantity.

7. Click the Add icon to move it to the Selected Columns region.

8. Click Next.

Edit view and layout of report

9. On the Select Views train stop, in the Table list, select Table (recommended).

10. In the Graph list, select Line.


4 Practices for Lesson 5: Oracle Transactional Business Intelligence for Quality Inspection

11. In the Layout list, select Table above Graph.

12. (Optional) Select the Preview check box to preview the layout you selected.

13. Click Next.

14. On the Edit Table train stop, in the Table Layout section, you can select a column and

move it up or down.

15. Click Next.

16. On the Edit Graph train stop, you can customize the layout of the graph by using the Vary

Color By and Group By options.

17. Click Next.

Enable the Sort and Filter, and apply conditional formatting

18. On the Sort and Filter train stop, you can enable the Sort feature to sort analysis results by

columns. In addition, you can enable Filters to narrow down

19. On the Highlight train stop, click Add Column Format to apply conditional formatting. The

list has the following options: Result Quantity and Sample Quantity.

20. Click Next.

Save and review the report

21. In the Save train stop, the Analysis Name field, enter: OTBI_Test01.

22. In the Save In region, click the Expand icon next to My Folders.

23. Click the Expand icon next to the Drafts folder.

24. Click Submit. Click OK.

25. Review the report.


In this demonstration, you built an OTBI report on inspection results.

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