Todd,
This was sent to me by Epicor, It might help a little.
Here's some documentation on the QA process in Vantage, it also includes
info on DMR Processing.
Phil Berglund,
Vantage Support
Doc 273MPS
----------------
PROBLEM DESCRIPTION:
How do items flow through the Quality Assurance module?
PROBLEM RESOLUTION:
The following is a brief description of the flow in the Quality Assurance
process:
1) An entry is made to indicate that material is defective or needs
inspection, from one of the following areas:
- Non-Conformance entry
- Assemblies
- Inventory material
- Subcontract material
- Other (Use for procedures, such as ISO 9000)
- First Article (assemblies or parts that have already been finished.)
- Labor scrap from job
- Miscellaneous receipt
- PO receipts
- RMA receipt
2) The inspector uses the Inspection interface to review the material in
question. The inspector can view these entries to see what parts need to be
inspected, then enters the quantity of the material passed and the quantity
that failed. The inspector also enters details such as where the passed and
failed material belongs, comments about the inspection, and any other
relevant comments.
a) If the items are passed, they are either sent back to the job or sent
back to inventory (depending on where they originated).
b) If failed, a DMR is created.
3) In Corrective Action, assign a cause and corrective action for the failed
parts. A corrective action entry consists of a description of the action to
be taken (an instruction), the non-conformance entry that the description
applies to, the employee responsible, the date that the action must be done,
and inspection information after the correction.
4) In DMR, decide how to deal with with the discrepant parts.
a) If the DMR is accepted, you can pass the material back to the job or
inventory.
b) If the DMR is rejected, you can scrap the material return it to the
vendor and issue a debit memo.
5) When you reject the parts in DMR processing, you are given the option to
create a debit memo automatically for the full price and quantity on the
original defect record, or to create a debit memo manually, deciding how
much the refund should be.
ADDITIONAL INFORMATION:
Version: 4.00
PROBLEM DESCRIPTION: (132MPS)
I need to assure product quality by tracking defective units. How do I set
up inspection facilities and track the parts that need to be inspected in
Vantage?
PROBLEM RESOLUTION:
Use the Quality Assurance Module to account for and inspect items or
assemblies that are defective or warrant further inspection.
The tools in the Quality Assurance Module give you the ability to identify
incidents that affect quality, track the costs of these incidents, analyze
these incidents, track corrective actions taken to ensure that the incidents
doesn't occur again, and puts all the quality processes in the same place.
This module is ideal for those concerned with the cost of defective
materials and procedures to their business, and provides a way to track,
identify and prevent incidents of low quality in their shop.
The Quality Assurance module has several areas where information about
quality can be entered and processed.
Non-Conformance Entry
Send questionable material to inspection in the course of completing a job.
You can send assemblies from a job, scrap, inventory or purchased raw
materials, and items received back from a subcontractor to inspection. The
fields on the non-conformance entry form will change according to the type
of entry you are making.
Assemblies, Scrap, and Other items must be part of a job before you can
enter a non-conformance entry for it. You can enter a non-conformance entry
for Inventory or Subcontracted Operations at any time. If defective
materials are entered through Labor Entry as part of the employee's work
record, when that record is saved, it creates a non-conformance entry in
this program with this field grayed out (unavailable).
You can still enter scrapped parts in Labor Entry or Data Collection, just
as in prior versions of Vantage. The Defective quantity entered in the Labor
Detail automatically create a non-conformance entry and be transferred to
the Assemblies tab of Inspection Processing.
Use the Non-Conformance Analysis program to print a report of all
non-conformance entries within a particular date range. This report is
separated by defective units, material issues, and scrapped materials, and
lists the part number, reason, job, qty, cost, machine and operation and
employee ID. Cost totals are also provided for defective units, material
issues, and scrapped materials.
First Articles
If you want to enter material that has already been finished, use the First
Articles program. Send finished assemblies or parts from a job to
inspection. You must enter the Job number, the quantity of defective items,
and a reason code. You are only able to select reason codes that are
assigned to the Quality Assurance type. If you are unable to select a
reason code, make sure the that in the Reason Code master files, the Quality
Assurance type has at least one reason code listed.
Inspection Processing
This feature was built upon the Inspection Processing option from the Vendor
Returns Management module. Other tabs have been added to process defective
units, inventory materials, scrapped materials, and RMA's. There are
different inspection categories with different functionality:
- Assemblies: Sent to inspection from the job by a non-conformance entry.
- First Articles: Sent to inspection from the job as finished parts.
- Inventory items: Sent to inspection from inventory by a non-conformance
entry.
- PO Receipts: Sent to inspection upon receipt.
- RMA: Sent to inspection from the RMA processng module.
- Material: Sent to inspection from the job by a non-conformance entry.
There are additional ways material can end up in Inspection.
- Scrap Transaction Entry will move any type of part into inspection
processing where it can be passed or failed.
- Miscellaneous transactions can send material to inspection.
Non-nettable: Bins now have a non-nettable status so that inspection
inventory can be moved into a non-nettable warehouse/bin, if desired.
Non-nettable bins are not included in on hand inventory. You can mark a bin
as non-nettable in Warehouse File Maintenance.
Receipt Inspection Pending Report
This report lists all items that you have received to inspection through the
receipt entry programs. It includes the value of each item received to
inspection, as well as the total value of all items awaiting inspection.
DMR Processing
This feature was built upon the DMR Processing option from the Vendor
Returns Management module. After parts are failed during inspection
processing, or rejected upon receipt, a DMR is created to move the parts to
DMR Processing for further disposition. You can accept the DMR to a job or
inventory, reject the DMR, return the parts to the vendor, or create a
debit memo.
- Accept: Returns acceptable parts to a location in your stock, to a job
material record, or to a subcontract operation record. When you accept a
quantity from a DMR, you do not automatically update the passed or failed
quantity of any source receipt record. This is because a single DMR can
have multiple sources.
- Reject: RMA identifies any return material authorization (RMA) number that
the vendor has given you to attach to this discrepant material. When you
reject the material you can Request a Debit Memo from the vendor.
(NOTE: Click the DMR Header button to assign or change the default vendor
for the Debit Memo. This is only for items marked Purchase in the part
master for which a vendor has been assigned in the Purchasing section of
Plant Maintenance---after clicking the Inv/Purch button).
You can enter as many acceptances, rejections, and debit memos requests as
you want for a single DMR. For example, you can accept a quantity into your
stock, accept a quantity into a job material record, reject a quantity and
assign it an RMA number so that you can return it to the vendor, and reject
a quantity that you will just scrap. However, the entire rejected and
accepted quantity must equal the total discrepant quantity on the DMR.
Open DMR Status Report
This report includes basic information about all open DMRs, as well as a
transaction history section. The report includes subtotals for each DMR and
a grand total of the value of all open DMRs.
Corrective Actions Tracking
This feature allows you to enter and assign corrective actions. These are
general corrective actions that can be added to non-conformance reports. You
can also track the due, completion and audit dates for corrective actions.
There is an interface that ties Document Management to inspection processing
and allows for better reporting capabilities.
Quality Performance Report
Use the Quality Performance Report to view a graphic representation of
important quality assurance statistics over periods of time. This report can
be used to view information in a graphical form such as a pie-chart, bar
chart, and the like, or it can be used to view information in a
spreadsheet-style format.
ADDITIONAL INFORMATION:
Version: 4.00
See page 273MPS for more information on Quality Assurance flow.
PAGE ID #: 536MPS
QUESTION:
A non-conformance record is being created when a po receipt is inspected and
passed to the job or stock for the full receipt quantity. Once inspected and
passed to stock or the job, a closed non-conformance record is created. Is
this by design? If so, why should material received to inspection from a PO
and passed result in a closed non-conformance record?
ANSWER:
This is by design. Anything that flows through inspection creates a
non-conformance record. This record is used for tracking purposes as well as
reporting purposes in the Quality Performance functionality.
Page ID 720MPS
HOW DOES THE 'MOVE COSTS TO DMR' OPTION AFFECT MY INVENTORY?
Move costs to DMR is available in Company Configuration for the Quality
Module. If you check this box, it will default as checked in Inspection
Processing. If checked, the costs for failed parts will move from WIP to
DMR. When that is done, WIP is credited and the inventory account (part
class or control account) for DMR is debited.
This transaction is INS-DMR and shows up after the parts are dispositioned
from the Inspection Processing Queue. Upon rejection of the failed parts in
DMR, the DMR account (part class or control account) is credited and the DMR
determined (COS) account is debited (DMR reason code account, part class DMR
write-off account, or control account's DMR write-off account). This
transaction is DMR-REJ.
Now when you finish the job and receive the completed parts (the good
quantity) to stock through Receipts from Manufacturing, a MFG-STK
transaction will occur, but only the costs from WIP will debit the inventory
account. The cost of the scrap pieces will remain in your DMR account.
If you are using average cost for your inventory, there may be an ADJ-CST
transaction that occurs as a variance on your inventory adjustment account.
The variance cost does not include the cost of the reported scrap.
Page ID 742MPS
How and when are Non-conformance entries costed?
1. ASSEMBLY: for items still in process on a job; the main component or a
subassembly. The Formula to determine the unit cost is (The Job's Total
Costs to date divided by the Job's Total Production Quantity). Look at the
Production Detail Report (PDR) to find these figures. The job must be
engineered and released before costing will occur thru nonconformance
entries; otherwise, the cost will always be $0.00.
The total costs can be affected by the Operation Sequence specified in the
Location Reporting section of the Non-Conformance entry. If left at 0, the
costs from all labor operations are included. If the operation chosen here
is less than (prior to) a higher sequence operation with costs, only the
labor costs incurred through this operation are included in the calculation.
The costs in the remaining operations are excluded, while any of their
related backflushed material costs will remain in the calculation. These
transactions will show up in a section of the PDR titled "Discrepant/Qualtiy
Transactions" with a type of ASM-INS; the unit cost and total cost are also
listed.
This transaction will also show up in the Part Tracker's Material
Transaction History for this part, but it does not create a record on the
Inventory/WIP Reconciliation report ( IWR) that is run from Job
Management---Reports. (This is because at this point, the costs have not
transferred off the job to Inspection. The costs will only transfer off
the job to this area if the
parts are then moved from Inspection to DMR processing, and the "Move Costs
to DMR"
box is checked in Quality Assurance Configuration.)
In this section, also note the Costed column on the right, with Yes or No
for each column. Yes simply means that when the transaction was moved from
Inspection Processing to DMR Processing, the box titled "Move Costs to DMR"
was checked. No indicates that it was either moved from Inspection to DMR
without this box checked, or it is still sitting in inspection Processing,
awaiting action.
2. INVENTORY: With this you are moving costs out of inventory to be
inspected, and it is costed at the part's Part Master cost. This creates
a STK-INS transaction in the Part Tracker's Material Transaction history,
and on the Inventory/WIP Reconciliation Report, too.
3. MATERIAL: With this your pulling items from the specified Material
Requirement of a job into inspection. It can be costed 2 ways, depending
on how it was brought to the job.
1. The Part Master cost if it was done from Stock through an Issue to
Manufacturing.
2. The cost off the Purchase Order when it was received to the job
thru Receiving entry. hese unit costs can be seen on the
PDR in the Material Transactions section, where a
MTL-INS transaction can also be seen for this particular entry. This
MTL-INS also show up in the Part Tracker's Material Transaction history and
on the Inventory WIP Reconciliation report.
4. SUBCONTRACT: these are costed at the actual per unit cost of the
Subcontracting transaction off the PDR. It will show in the
Subcontract Details section as a SUB-INS and also on the Inventory
WIP Reconciliation Report.
Related Document, 720MPS
----------------------------------------------
HOW DOES THE 'MOVE COSTS TO DMR' OPTION AFFECT MY INVENTORY?
(720MPS)
Move costs to DMR is available in Company Configuration for the Quality
Module. If you check this box, it will default as checked in Inspection
Processing. If checked, the costs for failed parts will move from WIP to
DMR. When that is done, WIP is credited and the inventory account (part
class or control account) for DMR is debited.
This transaction is INS-DMR and shows up after the parts are dispositioned
from the Inspection Processing Queue. Upon rejection of the failed parts in
DMR, the DMR account (part class or control account) is credited and the DMR
determined (COS) account is debited (DMR reason code account, part class DMR
write-off account, or control account's DMR write-off account). This
transaction is DMR-REJ.
Now when you finish the job and receive the completed parts (the good
quantity) to stock through Receipts from Manufacturing, a MFG-STK
transaction will occur, but only the costs from WIP will debit the inventory
account. The cost of the scrap pieces will remain in your DMR account.
If you are using average cost for your inventory, there may be an ADJ-CST
transaction that occurs as a variance on your inventory adjustment account.
The variance cost does not include the cost of the reported scrap.
1230MPS
QUESTION:
In Inventory Management or Quality Assurance there is a Reason Code master
file. Seven reason code types are listed: Scrap, Rework, Inv. Adjustment,
RMA, DMR, Quality Assurance, and Service Call. The user cannot add to or
remove from this list. However, only two of these types have G/L accounts;
Inv. Adjustment and DMR. Why do only these two have associated G/L
accounts?
ANSWER:
These are the only two that can have a direct G/L impact based on reason
code. A reason code is NOT required here, but is used in the hierarchy for
the following transactions:
1) Reason Code for Inv. Adjustment - where used?
ADJ-CST = increase or decrease of the cost of the current on
hand quantity, or a difference between the current standard cost
of a part and the purchase price. The debit side of the transaction will
first look to the Inv. Adj Reason Code account, second to the Inv. Adj
Control account.
ADJ-QTY = Decrease of the current on hand quantity for a
part. The debit side of the transaction will first look to the Inv.
Adjustment Reason Code account, second to the Inv. Adjustment Control
account.
STK-UNK = Miscellaneous issue of material not to a job. The
debit side of the G/L transaction will be first to the Inv. Adj.
Reason Code account and second to the Inventory Adjustment Control account.
2) Reason code for DMR - where used?
DMR-REJ = rejection of a DMR through DMR Processing. The
debit side of the transaction is first the DMR Reason Code account, second
the Part Class DMR Write Off account, and third the Control Account's DMR
Write Off account.
INS-REJ = rejection of an RMA receipt using RMA Disposition.
The debit side of the G/L transaction is first the DMR Reason Code account,
second the Part Class DMR Write Off account, and third the Control Account's
DMR Write Off account.
NOTE: This summary only applies to Vantage version 4.00 and only if the
Inventory Interface is turned on.
Page ID 695MPS
How can I reverse Inspection Processing Transactions?
The inspection processing queue allows quantities to be passed or failed.
Passed quantities can be moved to Stock, Job Material, or Job Subcontract.
Failed quantities move to the DMR Processing queue. If a mistake is made at
this point, the transactions can be reversed as follows:
A) Quantities passed to stock, job material, or job subcontract by mistake
can be rejected by adding a new non-conformance in Non-Conformances. This
will allow you to disposition the parts through inspection processing. You
can then choose to pass or fail once again.
B) Quantities failed by mistake will show up in DMR processing, and there
you can accept them to Stock, Job Material, Job Assembly, or Subcontract
Operation. You can choose to reject them now in DMR processing, or if you
accept them, you can later reject them by creating a new non-conformance as
in Step A.
C) If you mistakenly fail the parts and create a debit request at this
point, you can delete it, but first you must click on Header and then
re-open the DMR.
Note: DMR Accept/Reject is really your last chance to correctly disposition
the parts. Once you Reject from DMR, the transaction DMR-REJ cannot be
reversed. If you Accept, you can later choose to reject by creating a new
non-conformance as in Step A.
-----Original Message-----
From: Todd Caughey [mailto:
caugheyt@...]
Sent: Tuesday, July 15, 2003 11:34 AM
To:
vantage@yahoogroups.com
Subject: [Vantage] QA Module Questions
We are struggling a bit with some conceptual and terminology issues in the QA module and are seeking advice from anyone actually using QA that might shed some light on process flows. Our QA people attended the QA class and we have scoured the help screens but are only more confused than ever.
Our biggest issue at this time is understanding the difference between DMR (Discrepant Material) and NCR (Non-Conformance). When is each used and for what? To use, and the terminology we have traditionally used they seem (in the help screens anyway) to be backward. In some ways it looks like NCRs are a sort of internal RMA, that is, not correctly manufactured parts, as opposed to DMRs which appear to be either raw materials or parts worked on at a subcontractor that are not correct.
If anyone could provide some very basic definitions of when to use which (DMR or NCR) and how they relate we would very much appreciate it. Even a little push in the right direction might lead to an "ah-ha!" moment.
Thanks,
-Todd Caughey
Harvey Vogel Mfg. Co.
[Non-text portions of this message have been removed]
Yahoo! Groups Sponsor
ADVERTISEMENT
<
http://rd.yahoo.com/M=194081.3551198.4824677.1261774/D=egroupweb/S=1705007183:HM/A=1663535/R=0/SIG=11ps6rfef/*http://www.ediets.com/start.cfm?code=30504&media=atkins> click here
<
http://us.adserver.yahoo.com/l?M=194081.3551198.4824677.1261774/D=egroupmail/S=:HM/A=1663535/rand=822233857>
Useful links for the Yahoo!Groups Vantage Board are: ( Note: You must have already linked your email address to a yahoo id to enable access. )
(1) To access the Files Section of our Yahoo!Group for Report Builder and Crystal Reports and other 'goodies', please goto:
http://groups.yahoo.com/group/vantage/files/.
(2) To search through old msg's goto:
http://groups.yahoo.com/group/vantage/messages
(3) To view links to Vendors that provide Vantage services goto:
http://groups.yahoo.com/group/vantage/links
Your use of Yahoo! Groups is subject to the Yahoo! Terms of Service <
http://docs.yahoo.com/info/terms/> .
[Non-text portions of this message have been removed]