SAP QM in Procurement Setup Checklist (Free)

0%

0 of 30 items complete

10 critical items still open - these are the highest-risk gaps.

Download checklist:

Plant and system settings

QM in procurement activated at plant level in customizingCRITICALQM control keys defined and agreed with qualityCRITICALInspection type 01 active and mapped to goods receipt movement typesCRITICALNumber ranges for inspection lots checked for each plantStock posting rules for inspection stock confirmed with the warehouseAuthorizations for QM roles tested in a sandbox

Material master

Quality management view created for each purchased materialCRITICALQM in procurement active indicator and control key setCRITICALInspection type 01 maintained and activatedCRITICALInspection setup results in a plan or material specification foundBatch management and shelf life settings aligned with inspectionCertificate type requirements defined where needed

Vendor and source of supply

Vendor master has QM system and quality assurance data where requiredCRITICALSource list or info record carries the QM control for the vendor and materialQuality assurance agreement stored and linked where usedVendor release status for QM procurement agreed (blocked, released, release pending)Skip and reduced inspection logic documented per vendorCertificate handling process agreed with the supplier

Inspection plans and results

Inspection plans or specifications created for each purchased materialCRITICALMaster inspection characteristics reviewed and cleanedSampling procedures and dynamic modification rules assignedUsage decision codes and stock postings testedCRITICALResults recording tested for quantitative and qualitative characteristicsDefect codes and quality notification trigger tested

Go live and monitoring

End to end test from PO to goods receipt, lot, usage decision and stockCRITICALVendor evaluation and quality score reporting testedWarehouse staff trained on inspection stock handlingQuality staff trained on QA32 worklists and usage decisionCutover plan covers open POs with partial deliveriesPost go live review date and owner set

Aim to complete every critical item before go live. Anything not ticked is a risk to review with quality and the warehouse.

Want a data completeness check?

We can run a read only check of QM views and vendor data against this checklist.

Optional. The tool and every export work without this. No spam.

How to use the checklist

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

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.

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

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.

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

Frequently Asked Questions

Where is QM in procurement activated?

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?

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?

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?

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.

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.

Talk to an Expert Explore More Free Tools

Related Tools

SAP

More SAP tools

See all

SAP QM in Procurement Setup Checklist