7.4: Exercise – Set Up Quality Management Basics (SCM P1 M7L4)

Scenario

The Contoso Company sells speakers. Recently, the company received several customer complaints about the quality of these speakers. Tony, the Contoso Production Manager, asked the Quality Assurance specialist, Ricardo, to test the quality of all the speakers sold by the company.

Ricardo plans to use the D365FO quality management functionality to start and monitor the testing. First, Ricardo updates all the necessary settings in D365FO to be able to create quality orders.

Ricardo plans to test the basic functions of the speaker, such as the quality of sound. He creates settings with the following characteristics shown in the following tables:

Test Areas

Tests

Test Groups

Test Variables

According to the contract, the hourly rate for test operations is 20.00 U.S. dollars (USD).

The Contoso Company uses the following internal reports:

• Certificate of analysis
• Correction report
• Non conformance tag
• Non conformance report

Challenge Yourself!

1. Enable the Quality Management functionality for USMF company.
2. Set an hourly rate for test operations.
3. Set up quality management reports that have a corresponding restriction.
4. Create new tests.
5. Create test variables with acceptable and unacceptable test results.
6. Create a new test group.
7. Create a new quality group.
8. Create a new item quality group and define items for this group.
9. Set Ricardo Acosta as a person responsible for quality.

Need a Little Help?

• Use the Inventory and warehouse management setup form to enable quality management functionality.
• Set the Hourly rate.
• Click Report setup to add reports that have a corresponding documents type, if it is needed.
• Set up, edit, and view tests.
• Create new test variables, and then set acceptable and unacceptable test results.
• Set up, edit, and view test groups and the individual tests that are assigned to a test group.
• Group items that share the same or similar characteristics for testing.
• Set up, edit, and view the items that are assigned to a quality group or the quality groups that are assigned to an item.
• Set the employee that is responsible for quantity.

Step by Step

To set up parameters, follow these steps:

1. Open Inventory management > Setup > Inventory and warehouse management parameters.
2. Click the Quality management tab.
3. Select the Use quality management check box.
4. Set the Hourly rate to 20.00.
5. Click Report setup.
6. Verify that the table is complete as follows.

1. Close the Report setup for quality management form.
2. Close the Inventory and warehouse management parameters form.

To set up tests, follow these steps:

1. Open Inventory management > Setup > Quality control > Tests.
2. Click New to create a new line with the following specifications.

1. Close the Tests form.

To set up test variables, follow these steps:

1. Open Inventory management > Setup > Quality control > Test variables.
2. Click New to create a new line.
3. In the Variable field, type “Sound”, and in the Description field, type “Sound purity”.
4. Click Outcomes.
5. Click New to create a new outcome.
6. In the Outcome field, type “No acoustic noise”, and in the Outcome status field, select Pass.
7. Click New to create a new outcome.
8. In the Outcome field, type “Acoustic noise”, and in the Outcome status field, select Fail.
9. Close the Test variables outcomes form.
10. Close the Test variables form.

To set up test groups, follow these steps:

1. Open Inventory management > Setup > Quality control > Test groups.
2. In the upper pane, create a new line by clicking New. Use the following specifications.

1. In the bottom pane, create a new line by clicking Add.
2. In the Sequence number field, type “10”, and in the Test field, type “Sound quality”.
3. Click the Test tab.
4. In the Variable field, select Sound, and in the Default outcome field, select No acoustic noise.
5. Close the Test groups form.

To set up quality groups, follow these steps:

1. Open Inventory management > Setup > Quality control > Quality groups.
2. Click New to create a new line.
3. In the Quality group field, type “Speakers”, and in the Description field, type “Speakers”.
4. Close the Quality groups form.

To set up items in quality groups, follow these steps:

1. Open Inventory management > Setup > Quality control > Item quality groups.
2. Create a new line by clicking New, and in the Item number field select D0004. In the Quality group field, select Speakers.
3. Click New to create one more new line with Item number D0005 and Quality group = Speakers.
4. Click New to create a new line with Item number D0006, Quality group = Speakers.
5. Close the Item quality groups form.