SAP Knowledge Base Article - Public

2805020 - How to set up Quality Certificate in S/4HANA Cloud?

Symptom

  • How to do basic configuration for Quality Certificate process within S/4HANA Cloud using scope item 1MP-Quality Management in Sales, including
    • business roles
    • output determination
    • quality certificate profile
    • and additional information?
  • How to print / create Quality Certificate in S/4HANA Cloud environment?

Image/data in this KBA is from SAP internal systems, sample data, or demo systems. Any resemblance to real data is purely coincidental.

Environment

  • SAP Quality Management (QM)
  • SAP S/4HANA Cloud 1905 onwards

Cause

Need for additional documentation on the Quality Certificate scenario in S/4HANA Cloud.

Resolution

This solution covers following points:

 

BUSINESS ROLES

Assign following business roles to the test users. These roles are provided as example roles from SAP and can be used as templates to create own roles.

Business Role Business Role ID as Delivered by SAP
Administrator SAP_BR_ADMINISTRATOR
Quality Planner SAP_BR_QUALITY_PLANNER

 

OUTPUT DETERMINATION CONFIGURATION SETTINGS

Define Business Rule for the Output Determination:

  1. Log in as 'Administrator' role to configure the Output Determination.
  2. On the SAP Fiori Launchpad, choose 'Output Parameter Determination' [App ID APOC_WD_BRF_DEC_TAB_MAINTAIN (APOC_WD_BRF_DEC_TAB_MAINTAIN)].
     
    output parameter determinationv2.png
     
  3. On the 'Output Parameter Determination' screen, navigate to 'Select Business Rules' tab and select a rule from 'Show Rules for' dropdown list.
    In the example below the 'Outbound Delivery Item' is selected as a business rule:
     
    outbound delivery item.png
     
  4. Then the 'Determination Step' is selected:
     
    Determination Steps - all.png 
     
  5. After choosing the Step from dropdown list, click 'Edit' Edit.png on the 'Maintain Business Rules' tab. Then add and/or change existing rows with corresponding icons (+ symbol add.png - 'Create New Row'; pencil icon pencil.png - 'Edit Row'). 
  6. Possible setup for the Determination Steps:
    1. Output Type
      Assign the Output Type to the Decision Table: the 'Application Object Type' OUTBOUND_DELIVERY_ITEM is assigned to the Output Type QUALITY_CERTIFICATE. It is possible to add more filters to restrict output generation.
       
      output type.png
       
    2. Receiver
      In this step the Receiver role can be assigned to the Output Type (QUALITY_CERTIFICATE). Use ship-to party (WE), it is the supported role.
       
      receiverWE.png
       
    3. Channel
      Output channels like EMAIL, PRINT and IDOC can be assigned at this step.
       
      channelWE.png
       
    4. Printer Settings
      By setting the 'Print Queue' to DEFAULT, the default Output device (for example LOCL) can be assigned to the process.
       
      printWE.png
       
    5. Email Recipient
      Email Type Code(TO, CC or BCC) and Email Address can be assigned here.
       
      email recipientWE.png
       
    6. Email Settings
      The Email Template (for example QM_QUALITY_CERTIFICATE_EMAIL), Sender email can be assigned here.
       
      email settings.png
       
    7. Form Template
      Assignment of Form Template (for example QM_QUALITY_CERTIFICATE_FORM) takes place here to further filters like Output Type, Recipient, Channel, Sender Country, Recipient Country, Recipient Language.
       
      form template.png
       
    8. Output Relevance
      It is a condition for output to be issued only when the 'Overall Picking Status' or 'Overall Goods Movement Status' has a specific state like 'Completely processed' or 'Partially processed'. 
       
      output relevance.png
  7. For each Determination Step confirm the 'Row Editor' popup with 'OK' OK.png, do a consistency check with button 'Check' Check.png and save changes with button 'Activate' Activate.png
  8. Make sure that the activation was successful:
     
    success act.png

 

CREATE QUALITY CERTIFICATE PROFILE

  1. Log in as 'Quality Planner' role to create the Certificate Profile.
  2. Call the app 'Create Quality Certificate Profile' (App ID QC01) under the 'Certificate Planning' folder.
     
    create QC prof.png
     
  3. Enter a 'Certificate Profile' number and 'QM01' as 'Certificate Type'. The system assigns a version number, as the certificate profile is identified by a combination of the name, type, and version number.
  4. On Header Data screen, in General Data section fill 'Short Text' and 'Search Field'.
  5. It is possible to restrict the way in which system finds inspection lots and partial lots for the certificate material:
     
    Indicator/Field System only considers lots...
    Accepted Lots Only which were accepted with an OK usage decision.
    Delivery Note in Lot which contain the delivery number.
    Minimum Q-Score whose quality score is greater than the value entered.
    Insp. Lot Origin with the lot origin entered.
    Inspection Type with the inspection type entered.
     
    create QCP.png
     
  6. To specify the characteristics that should be considered and displayed on the certificate, click button 'Characteristics' and do the configuration:
     
    characteristics-button.png
     
    characteristics.png
     
  7. To specify the material - which are the intermediate of a final product in the production chain - to print characteristic data on the certificate, click button 'Materials' and do the configuration:
     
    materials-button.png
     
    Popup:
     
    materials.png
      
  8. Save the new Certificate Profile.

 

CHANGE / DELETE QUALITY CERTIFICATE PROFILE

Once the profile is created, it can be changed or deleted.

  1. To change,
    call the app 'Change Quality Certificate Profile' (App ID QC02) and select the certificate profile previously created. Following 'System Status' has to be mentioned, visible on 'General Data' section in the profile:
     
    • 'CRTE', Created: the certificate profile is still in process. Before assigning the profile and create a certificate with it, it has to be released.
       
      CRTE.png
       
    • 'REL', Released: the certificate profile is ready to use.
       
      REL.png
       
    • 'LKD', Locked: it is possible to block the certificate profile from usage, as long as it has no assignment. It is not possible to assign an object to the profile until the block is removed, that is, until profile release.
       
      LKD.png
       
  2. To delete,
    call the app 'Delete Certificate Profile' (App ID QC06). It is possible to delete certificate profiles, which 
    • are unused;
    • have not been released;
    • are not locked.
       
      delete1.png
       
      delete2.png

 

QUALITY CERTIFICATE PROFILE ASSIGNMENT

  1. Log in as 'Quality Planner' to do certificate profile assignment.
  2. Call the app 'Process Certificate Profile Assignment' (App ID QC19).
  3. Select to which 'Key Combination' to assign the Quality Certificate Profile, as the certificate profile determination is based on the condition functions. System looks for the certificate profile sequentially using the condition records contained in the access sequence. As a standard content, access sequence contains the following combinations:
    • Material
    • Material/Customer
    • Material Group
       
      key combination.png
       
  4. In the example the 'Material Group' level is used:
     
    material group level.png

 

END TO END PROCESS STEPS TO GENERATE THE QUALITY CERTIFICATE

No Process Step Business Role App
1

Create Sales Order

Internal Sales Representative

Manage Sales Orders - Services (App ID F0804)
2 Create Delivery

Shipping Specialist

Create Outbound Deliveries - From Sales Orders (App ID F0869A)
3 Execute Picking

Shipping Specialist

My Outbound Delivery Monitor (App ID VL06O)
4 Display Open Inspection Lots (Optional)

Quality Technician

Manage Inspection Lots (App ID F2343)
5 Record Inspection Results Quality Technician Record Inspection Results (App ID F1685)
6 Make Usage Decision Quality Engineer Manage Usage Decisions (App ID F2345)
7 Generate Quality Certificate Shipping Specialist Change Outbound Delivery (App ID VL02N) --> More --> Extras --> Delivery Output --> Item

Keywords

QM-CA, QM-CA-MD, QM-CA-CG, CA-GTF-OC, SAP S/4HANA Cloud, Quality Certificate, Qualitätszeugnis, Customizing, Custom Forms, Form Template, set up , KBA , QM-CA , Quality Certificates , QM-CA-CG , Quality Certificate Creation , QM-CA-MD , Basic Data for Quality Certificates , CA-GTF-OC , SAP S/4HANA output management , How To

Product

SAP S/4HANA Cloud 1905 ; SAP S/4HANA Cloud 1908 ; SAP S/4HANA Cloud 1911 ; SAP S/4HANA Cloud 2002 ; SAP S/4HANA Cloud 2005 ; SAP S/4HANA Cloud 2008 ; SAP S/4HANA Cloud 2011 ; SAP S/4HANA Cloud 2102 ; SAP S/4HANA Cloud 2105