Setting up Inspection Process in Business ByDesign Business Documents
Inspection in general plays a vital role in an organization in order to detect defects , improve productivity , reduce re-work and waste. The quality inspector typically follow a set of standards or guidelines based on product specifications. Inspected products can be the components used for production, semi-finished or finished goods before shipment to Customer.
Let us understand How to set up Inspection process in Business ByDesign Step by Step.
Quality inspections are used to check whether a material meets predefined quality requirements. With quality inspections, your company can achieve the following:
- Increase competitiveness with an integrated and comprehensive approach to recording inspection results and analyzing defects, companies can continuously improve product and service quality.
- Ensure compliance Companies must meet customer demands (for example, they have to produce and deliver products according to agreed specifications) and must comply with legal requirements, such as GMP (Good Manufacturing Practice), and industry standards, such as ISO norms.
- Reduce costs an integrated quality assurance program helps companies avoid costs associated with transparency, rework, scrap, warranty, and product liability. Tools such as acceptance or adaptive sampling reduce costs for sample drawings and inspections.
- Increase efficiency Integration in other processes, such as production, enables the visualization and acceleration of processes and allows companies to react quickly to internal problems, legal requirements, and market demands. You can access all functions related to inspections in the Quality Planning and Quality Control work centers and their views.
The Inspection Process
Inspection Initiation: Automatically for Example while receiving Goods
Sample Drawing and Preparation: Calculation of sample size
Inspection Execution: To Execute Inspection
Results Recording: Quantitative and qualitative
Quality Decision: Final Decision
Follow-up actions: Defect Analysis
You have selected the Quality Assurance business package in scoping. You have defined which inspection types are relevant for your processes during scoping. To do this, in the Questions step, go to Manufacturing, Warehousing and Logistics in the navigation area; choose the Quality Assurance business package and then the Quality Control business topic.
Scoping: One or all of the inspection types listed in the overview have been selected during scoping in business configuration. In the Questions step, go to the Quality Assurance business area and choose Quality Control > Questions for Quality Control. Here, answer Yes to the relevant questions:
○ Do you want to inspect material or products delivered by suppliers, or send quality assurance documents to your suppliers in the purchasing process?
○ Do you want to inspect customer returns?
○ Do you want to inspect products received from subsidiaries?
○ Do you want to inspect finished products at customer shipment?
○ Do you want to inspect finished products at the end of production?
○ Do you want to inspect products during production?
The below screenshot indicates Questions for Quality Control to be scoped.
In order to initiate inspection in business documents ,In respective Logistics Model Inspections Process need to be scoped. For Example In below case we are scoping Inspection process in Standard receiving. For all Inbound goods movement Inspection process would be triggered.
Business By Design gives us a handful of options to set Inspection from the following inspection types:
- Inspections at goods receipt– Receiving inspections for supplier deliveries, first articles, customer returns, and stock transfers.
- Inspections in production In-process control and final inspections for production.
- Inspections in shipping Final inspections for customer shipments
Inspections can be triggered manually or automatically. In an integrated scenario, they can be initiated by the overlying business process, for example, when production orders are created, but they can also be created manually for various events that occur throughout the entire supply chain process, such as goods movements. To automatically create a planned inspection, a valid inspection plan must be prepared. This is master data that is maintained in the Quality Planning work center. As part of the inspection plan, you define key parameters and sampling procedures. You can also assign quality codes and inspection instructions in the form of notes or attachments to the inspection plan.
2.Sample Drawing and Preparation
Once an inspection has been triggered, the system tries to select an appropriate inspection plan and inspection execution can begin. The number of samples, that is, the sample size, to be taken for an inspection is determined by the inspection plan based on the sampling procedure that has been maintained. If an inspection is unplanned and no inspection plan is used, the system determines the sample size based on the lot size. A sample drawing instruction and, if necessary, bar-coded labels can be printed at this point to assist the quality inspector. After the samples have been taken and distributed to the relevant areas, you can report that the inspection is ready for results recording by setting the Inspection Prepared status in the Quality Control work center. In order to create a New Inspection Plan, we need to maintain mandatory fields like Inspection type, Inspection scope etc.
Step 1: In order to create Inspection Plan , Follow the below steps
1. Select the Inspection Plans view of the Quality Planning work center.
2. Click New Inspection Plan to open the New Inspection Plan guided activity.
In addition, you can select an inspection plan and click Copy to create a new inspection plan similar to the selected one.
3. Enter the key parameters and the general data.
a. Select an Inspection Type for this plan under Key Parameters.
b. Enter the site, product, and product category in the corresponding fields, as required. Depending on the inspection type you selected, you can also specify supplier, customer, or resource information.
c. Choose the inspection scope and decide whether or not you want to trigger stock separation for inspection purposes under Sampling Procedure.
d. Choose Do not Categorize Stock as Inspection Stock if you do not want to categorize inbound stock as inspection stock. Inspection stock is considered for planning, and not for execution.
e. Choose Print Sample-Drawing Instruction Automatically or Print Inspection Instruction Automatically if you want the system to automatically print instructions.
Step 2: Click Next
4. Enter the sample data and provide the inspection specifications.
a. The entry fields on this screen depend on the selected inspection scope and inspection type. You can enter, for example, the sample size, the sample quantity, the sampling scheme, the inspection severity, the adaptive sampling criterion and rule, and the evaluation mode, depending on what you have selected on the previous screen. .
Step 3: Click Next to Finish or finalize Confirmation of a Inspection Plan
5. Click Finish . The new inspection plan is saved to the system and can now be used for inspections.
Step 4: Activate the Inspection Plan.
You can also activate the new inspection plan later in the Inspection Plans view.
At this point, the quality inspector inspects the samples that have been taken from the product. To support the inspector, inspection instructions can be displayed as graphics or printed out as forms.
When you generate the business documents, we could see the Inspection document being generated. Further when we check the Inspection document. At this Point , Quality Inspector cannot take any action as Inspection Status as New.
When the samples have been inspected, that is, the inspection has been executed, you can access a personalized work list in the Quality Control work center where you can select the inspection for which you want to record results based on selection criteria, such as material, date, or inspection type. You can record inspection results using
- Notes (to describe deviations in text form)
- Documents (for example, to attach pictures showing defective parts)
- Quantitative inspection characteristics (for example, to record measured values)
- Qualitative inspection characteristics (for example, to describe defects using quality codes)
Summarized inspection results (for example, the number of nonconforming units and/or defects) If there is no integration with production, you record results in the Quality Control work center. If there is integration with production, you can use check tasks to record results and to confirm quantities. This is done in the Execution work center. For more information about check tasks, see Working with Check Tasks in Production.
Further when the document is released, Inspection document status is released, Not skipped. We also could see as per below screen there is a provision to record defects, Notes , Attachments etc.
After all inspection results have been recorded, you can complete the inspection in the Quality Control work center by making a decision about the quality of the inspected product. The quality decision represents a final evaluation of the inspected product from a quality perspective and determines whether the product is accepted or rejected for further use. It is also used to update the quality level in the quality history, which can affect sampling for the next inspection of the same type.
In the below screenshot, Quality Manager has inspected the product from a quality perspective and has determined that product is acceptable for further usage.
6. Follow-Up Actions
Follow-up actions can be executed manually or automatically based on the quality decision. You can, for example, print out the inspection results or ask involved parties to block stock. However, stock adjustments do not happen automatically, and must be executed manually after inspection.
Sandeep Y R
Nice addition in ByD.
We have added automated inspection plans to our receiving process. Unfortunately we have a rather small receiving department so it is not feasible for us to inbound materials and put them away to then turn around and process the inspection. Is there a way to change when in the receiving process the inspection is generated? We would like it to generated when the Inbound Delivery Warehouse Tasks are generated. I realize the system may not support generating a task of this kind against inventory that has not been confirmed, even having the task generated after the Unload Task has been confirmed would be a significant improvement to our receiving process.
Thanks for the blog.
We have a requirement where we need multiple unique lot number per production order.
Production Order Quantity : 1000
Batch 1: Confirmed quantity at make task level is 500, for the same check task also needs to confirm with one unique lot number including inspected quantity, defected quantity and
Batch 2 For remaining quantity which gets confirmed from make task, needs to confirm the check with unique lot number.
So how we can handle this situation in byd.
Thanks & Regards,
You mentioned "Quantitative inspection characteristics (for example, to record measured values)"
Where can you record Quantitative values?
This helps! It’s a clear cut with images and neatly deafted. These kinda blogs helps! Good one Sandeep!
Also thanks for helping me directly on the query.