Cutover Stock Migration with QM approach form As-Is to To-Be system

Hi,

I have made an attempt to write down some of the critical QM steps required during Cutover exercise as a sub-set of overall cutover activities. There can be a combination of scenarios available in the real life business process, where Materials have Q-stock (without QM implemented), Materials are in blocked stock (Without UD), materials are in Unrestricted use, quality and blocked stock, etc. It’s necessary to test the processes explained in the attached document and get business signoff, before you can go ahead with the suggested processes. At times, cutover are done directly by clients, and you can help your customer by providing your test results on these lines and prepare better during cutover.

As suggested by many co-consultants in QM forum, I am adding the details in simplified form. Hope it helps a larger audience – (Please also do read the discussion thread at the bottom and there is also some valid interesting views which may help too)

Cutover Stock Migration with QM approach form As-Is to To-Be system

Validate the below configuration nodes –

Quality Management => Quality Inspection => Inspection Lot Creation => Inspection for Goods Movements =>

1. Deactivate Quality Inspection for a Movement Type – Check the MvT 561 =>

a. If business wishes to have MvT 561 insp managed, then this should be ACTIVE. Material should also have inspection type “05” added to it.

 
b. Once the stock is uploaded, an Inspection lot will be created for this MvT 561, for materials having inspection type 05 added in QM view.

c. Upload inspection lot results through data migration activities and then put mass UD with QA16.

d. If business do not wish to have inspection lots created for MvT 561 for all materials, then select “QM not Active” checkbox, do not add “05” inspection type to the material and upload it unrestricted stock.

2. Movement Type/Update Control/Inspection Lot Origin – Check MvT 563 for inspection Lot Origin.

For example –

a. If there are materials in Quality due to existing QM processing – then you should add insp type “05” to the material in To-Be system. Please do not do UD to it.

b. If materials were not Q-managed, but stock was in quality due to logistic movement – then do not add inspection type “05” to these materials while stock upload. Post stock validation, move the material for Q-stock to unrestricted stock by MvT 321.

          NOTE: If the materials are ‘digital signature managed’ with QM auth profile added in material master QM view, then you may need to do           an enhancement with QA16 + QA11 to put digital signature at background for these materials during UD. Alternatively, you can activate QM auth           profile after cutover activities are posted.

c. Post Cutover – Once the initial stock is uploaded, UD is made for all the inspection lots as “A” or “R”, proper stock posting happened successfully, then you should deactivate the inspection type “05” form the migrated materials and revert these cutover specific configuration.

3. In case if you have some Q-stock in your As-Is system –

     i. Move these stock to To-Be system as Q-Stock only. Use MB1C/MvT 563. You can have this material as Q managed + Add 05 inspection type to                material master.

     ii. Plan for migrating the Quality results form As-Is system to To-Be system, through data migration approach.

     iii. Do not put UD before stock validation for these migrated material/batch stock.

     iv. If the materials were not Q-managed, but stock is in quality stock, then make a list of these materials. Move the Q-Stock to unrestricted use stock using      MvT 321, but do it after stock validation.

4. If some materials are available in unrestricted use stock in As-Is system –

     a. Segregate these materials, which are Q managed and which are not.

     b. Those are Q -managed, use MB1C/MvT 561 & put UD = A.

     c. Those materials are not Q managed, you can use MB1C/MvT 561 for initial entry post cutover. Do not add inspection type “05” for these materials      during cutover.

5. Those materials are in blocked stock in As-Is system–

     a. Segregate these materials as Q-managed and Q – not managed.

     b. If material is already Q-managed in As-Is system, then upload these stock using MB1C/MvT 563 + UD = R.

     c. Upload inspection lot results through data migration activities and then put mass UD with QA16.

     d. If material is not Q-managed, then upload the stock using MB1C/MvT 565.

          NOTE: Form QM side, for the newly created inspection lots, before putting UD = A or R, user might wish to copy the inspection results from           previous system, which you may also need to facilitate with data migration approach.

For the migrated finished goods stock, you can create Inspection report form QA32 for the inspection type 05.

I will like to get your feedback, inputs and guidance to improve this document which will be beneficial to a larger audience. Please keep updating it if this helps a bit.

Thanks for reading this and feedback,

Arijit