# SAP Sampling Procedure Design Template

> Source: https://netray.co/tools/sap-sampling-procedure-design-template
> Publisher: Netray (netray.co), AI and integration engineering for ERP and manufacturing systems.
> Section: Free Tools

## Short answer

Fill in the key choices for a sampling procedure and produce a design document you can review with quality and the SAP team.

## Category

sap

## Erp

SAP ECC / S/4HANA

## Industry

Manufacturing

## Audience

- SAP QM consultant
- Quality engineer
- Supplier quality

## Tool

**Kind:** template

**Output:** document

**Fields:**

#### Company

**Key:** company

**Type:** text

**Default:** Acme Precision Ltd

#### Plant

**Key:** plant

**Type:** text

**Default:** 1000

#### Sampling procedure name

**Key:** proc_name

**Type:** text

**Default:** SP-AQL-1.0-GII

#### Procedure owner

**Key:** owner

**Type:** text

**Default:** Quality Engineering

#### Date

**Key:** date

**Type:** date

**Default:** 2026-10-20

#### Sample type

**Key:** sample_type

**Type:** select

**Options:**

- Fixed sample size
- Percentage sample
- 100 percent inspection
- Sampling scheme (for example AQL)

**Default:** Sampling scheme (for example AQL)

#### Valuation mode

**Key:** valuation_mode

**Type:** select

**Options:**

- Attributive (accept/reject numbers)
- Variable (mean and standard deviation)
- Manual valuation
- No valuation

**Default:** Attributive (accept/reject numbers)

#### AQL

**Key:** aql

**Type:** text

**Default:** 1.0

#### Inspection level

**Key:** level

**Type:** select

**Options:**

- Level I
- Level II
- Level III
- Special S-2
- Special S-3

**Default:** Level II

#### Applies to

**Key:** applies_to

**Type:** textarea

**Default:** Incoming inspection of purchased components, material group MECH, non critical dimensions.

#### Switching rules

**Key:** escalation

**Type:** textarea

**Default:** Tightened after 2 rejected lots in 5. Reduced after 10 consecutive accepted lots with no characteristic rejected.

**Blocks:**

#### Sampling Procedure Design

**Body:** Company: {{company}}
Plant: {{plant}}
Procedure: {{proc_name}}
Owner: {{owner}}
Date: {{date}}

#### Scope

**Body:** {{applies_to}}

#### Design choices

**Table:**

**Columns:**

- Parameter
- Decision

**Rows:**

**0:** Sample type

**1:** {{sample_type}}

**0:** Valuation mode

**1:** {{valuation_mode}}

**0:** AQL

**1:** {{aql}}

**0:** Inspection level

**1:** {{level}}

#### Switching and modification

**Body:** {{escalation}}

Link the procedure to a dynamic modification rule if stage changes are automatic. Record the rule name here: ____________

#### Configuration checklist

**Table:**

**Columns:**

- Item
- Owner
- Done

**Rows:**

**0:** Sampling procedure created in QM master data

**1:** SAP QM

**0:** Sampling scheme or sample size table agreed

**1:** Quality

**0:** Assigned to characteristics in inspection plans

**1:** SAP QM

**0:** Tested with accepted and rejected sample lots

**1:** Quality

#### Approvals

**Signatures:**

- Quality manager
- SAP QM consultant
- Supplier quality

**Notes:** This is a design document, not the SAP configuration itself. Sampling procedures are created in QM master data (transaction QDV1) and valuation modes follow your release. Sampling rules must agree with the customer or standard you work to, such as ANSI/ASQ Z1.4 tables.

## Content

**Intro:** A sampling procedure tells SAP QM how many units to inspect and when a lot is accepted or rejected. Document the choices before you build them so quality and the SAP team agree.

**Sections:**

#### How to use the template

**Body:** Fill in the plant, the procedure name and the scope. Then choose the sample type, the valuation mode, the AQL and the inspection level. Add switching rules in the escalation field and print the document. Share it with quality for approval before the SAP consultant creates the master data. Keep the output with your change record.

#### What a sampling procedure contains in SAP QM

**Body:** A sampling procedure in SAP QM combines a sample type with a valuation mode and, for AQL based inspection, a sampling scheme. The sample type decides how the sample size is determined, such as fixed, percentage, 100 percent or from a scheme. The valuation mode decides how results become accept or reject. The procedure is then assigned to characteristics in the inspection plan and can be controlled by a dynamic modification rule.

**Bullets:**

- Fixed size, percentage, 100 percent or scheme based sample
- Attributive or variable valuation of results
- AQL and inspection level for scheme based procedures
- Dynamic modification rule for stage switching

#### Common mistakes

**Body:** The usual problems are mixing up lot size and sample size, selecting an AQL that the customer did not agree, using variable valuation without enough results to calculate statistics, and forgetting to link the procedure to characteristics. Another common issue is documenting switching rules in the plan but never creating the dynamic modification rule, so the stage never changes.

**Bullets:**

- AQL chosen without a customer or standard reference
- Variable valuation on tiny sample sizes
- Procedure created but not assigned in the plan
- Switching rules written but not configured

**Cta:** Netray can connect an AI assistant to your inspection plans and results so teams can query sampling coverage across plants. We can review your design with you first.

**Faq:**

#### Where do I create a sampling procedure in SAP QM?

**Answer:** Sampling procedures are created in QM master data, for example transaction QDV1, and displayed with QDV3. Valuation modes and sampling schemes are customized separately, so check your own system.

#### What is the difference between sample type and valuation mode?

**Answer:** Sample type decides how many units are inspected. Valuation mode decides how the results are turned into accept or reject. Both are part of the same sampling procedure.

#### Does SAP deliver AQL tables?

**Answer:** SAP lets you define sampling schemes with sample sizes and accept and reject numbers. Whether you load tables aligned with ANSI/ASQ Z1.4 is a project decision, so confirm the content with your quality team.

#### Can one procedure be used for many characteristics?

**Answer:** Yes. A procedure can be assigned to many characteristics in different plans. Keep names meaningful so that planners can pick the right one.

## Search terms

sap sampling procedure, sap qm sampling scheme, sap sampling procedure design, sap qdv1 sampling procedure, sap qm aql sampling, sap sample size determination, sap sampling procedure template, sap qm sampling plan document

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