# SAP QM in Procurement Setup Checklist > Source: https://netray.co/tools/sap-qm-in-procurement-setup-checklist > Publisher: Netray (netray.co), AI and integration engineering for ERP and manufacturing systems. > Section: Free Tools ## Short answer Check each step needed to run goods receipt inspection for purchased materials, from QM control key to vendor release. ## Category sap ## Erp SAP ECC / S/4HANA ## Industry Manufacturing ## Audience - SAP QM consultant - Supplier quality - Procurement lead ## Tool **Kind:** checklist **Groups:** #### Plant and system settings **Items:** **Text:** QM in procurement activated at plant level in customizing **Critical:** true **Text:** QM control keys defined and agreed with quality **Critical:** true **Text:** Inspection type 01 active and mapped to goods receipt movement types **Critical:** true Number ranges for inspection lots checked for each plant Stock posting rules for inspection stock confirmed with the warehouse Authorizations for QM roles tested in a sandbox #### Material master **Items:** **Text:** Quality management view created for each purchased material **Critical:** true **Text:** QM in procurement active indicator and control key set **Critical:** true **Text:** Inspection type 01 maintained and activated **Critical:** true Inspection setup results in a plan or material specification found Batch management and shelf life settings aligned with inspection Certificate type requirements defined where needed #### Vendor and source of supply **Items:** **Text:** Vendor master has QM system and quality assurance data where required **Critical:** true Source list or info record carries the QM control for the vendor and material Quality assurance agreement stored and linked where used Vendor release status for QM procurement agreed (blocked, released, release pending) Skip and reduced inspection logic documented per vendor Certificate handling process agreed with the supplier #### Inspection plans and results **Items:** **Text:** Inspection plans or specifications created for each purchased material **Critical:** true Master inspection characteristics reviewed and cleaned Sampling procedures and dynamic modification rules assigned **Text:** Usage decision codes and stock postings tested **Critical:** true Results recording tested for quantitative and qualitative characteristics Defect codes and quality notification trigger tested #### Go live and monitoring **Items:** **Text:** End to end test from PO to goods receipt, lot, usage decision and stock **Critical:** true Vendor evaluation and quality score reporting tested Warehouse staff trained on inspection stock handling Quality staff trained on QA32 worklists and usage decision Cutover plan covers open POs with partial deliveries Post go live review date and owner set **Scoring Note:** Aim to complete every critical item before go live. Anything not ticked is a risk to review with quality and the warehouse. ## Content **Intro:** QM in procurement links purchasing, warehouse and quality. A single missed setting in the material master or vendor data can stop lots from being created. Use this checklist to cover each layer. **Sections:** #### How to use the checklist **Body:** Work through each group in order, from plant settings to go live. Mark items done as you test them in a sandbox. Items flagged as critical are those that most often cause missing inspection lots or stock stuck in inspection. Export the result and attach it to your project documentation, with the owner and date for each open item. #### How QM in procurement works **Body:** When a goods receipt is posted against a purchase order, SAP checks whether QM in procurement is active for the plant and the material. If so, an inspection lot is created using the inspection type and the plan or specification found. The QM control key decides whether inspection is mandatory and whether certificates or vendor release are checked. Stock sits in quality inspection until the usage decision moves it. **Bullets:** - Plant level activation and QM control key - Material master QM view with inspection type 01 - Vendor release and quality assurance agreement checks - Usage decision moves stock to unrestricted, blocked or scrap #### Common mistakes **Body:** Frequent problems are setting the QM view in only one plant, leaving the inspection type inactive, having no plan with the correct usage, and mixing up the vendor release logic. Another trap is partial deliveries: each goods receipt can create a new lot, which changes workload for the inspector. Test with partial deliveries and returns before go live. **Bullets:** - QM view maintained in the wrong plant - No plan with usage Goods receipt - Vendor release status blocking all POs unintentionally - Partial deliveries creating more lots than staff can handle **Cta:** Netray can help you check QM data completeness across materials and vendors with an ERP aware assistant. We can start with a read only review. **Faq:** #### Where is QM in procurement activated? **Answer:** It is activated per plant in customizing (SPRO, Quality Management, Quality Planning, Basic Settings) and then per material in the QM view. Your menu path can differ by release, so confirm in your system. #### What is a QM control key? **Answer:** A QM control key defines how QM in procurement behaves for a material, for example whether inspection is required before goods receipt and whether a certificate is needed. It is set in the material master and customizing. #### What is vendor release for QM? **Answer:** It lets you block or release a supplier for a material from the quality point of view. Settings come from the quality info record and can stop POs or goods receipts when a release is missing. #### How do I reduce inspection effort for trusted suppliers? **Answer:** You can use dynamic modification rules and skip logic, or rely on supplier certificates. Document the rules and the review process so changes are controlled. ## Search terms sap qm in procurement, sap qm procurement setup, sap qm control key, sap quality assurance agreement, sap qm vendor release, sap goods receipt inspection setup, sap qm info record, sap qm procurement checklist --- Talk to an engineer: https://netray.co/contact?intent=erp_ai | Machine catalog: https://netray.co/agent/catalog.json