Set up and define one or more collection plans specific to the transaction. See: Collection Plans for Managing Manufacturing Quality.
Perform the Move transaction in Work in Process, but do not save your work. See: Performing Move Transactions.
At a minimum, you must complete Job or Assembly Line, From/To, and Transaction Quantity before the Enter Quality Results option is available on the Tools menu or the Quality button is activated.
If Oracle Quality is installed, and if at least one collection plan is associated with a Move transaction, the Enter Quality Results Tools menu option and the Quality button on the toolbar in the Move Transactions window are enabled and you can enter quality results. You can also enter quality results in the Discrete Execution Workstation during the Move transaction. See the Oracle Work in Process User's Guide for more information if you plan to use the Discrete Execution Workstation.
Additional Information: These instructions also apply to the Shop Floor Management Move Lot Based Job window. The Move Lot Based Job window (for lot based jobs) is the same as the Move Transactions window (for discrete jobs). The Shop Floor Management Supervisor Workbench and Dispatch List are similar to the Discrete Execution Workstation.
Before saving your work, choose Enter Quality Results from the Tools menu or select the Quality button. The Enter Quality Results window opens.
Attention: If you attempt to save a Move transaction and Oracle Quality finds one or more mandatory collection plans, you must enter quality results before proceeding.
Select a collection plan. The Enter Quality Results window opens.
You can select any collection plan that is associated with Move Transactions (Oracle Work in Process) and enabled.
Find and assign specifications:
If the selected collection plan is associated with the item specification type, the specification is derived from the assembly item being moved.
If the selected collection plan has been associated with the customer or supplier specification type, the Find Specifications window opens.
If no specification can be found for the item, the system searches for a specification based on the item's category. The default category set that you defined using the QA:Quality Category Set profile option is used to determine the item category. See: QA:Quality Category Set.
If the collection plan is not associated with a specification type, you can optionally invoke the Find Specifications window from the Enter Quality Results window using the Find Specs button. See: Finding Specifications During Transactional Data Collection.
After you either select a specification or cancel the selection, the Find Specifications window closes and the Enter Quality Results window is again in view.
In the Results region of the Enter Quality Results window, enter one or more records.
You must enter quality data for mandatory collection plan elements. See: Context Element Dependencies. When you define collection elements, the Prompts that you enter display as column headings. If data collection is not mandatory, you can select Cancel to skip quality data entry.
Note: You can enter quality data as you perform move transactions, if you are working in a Shop Floor Management enabled organization. In the Results region, enter the Quanity, To Step, To Operation and Job.
Save your work.
If you save your work using Save and Proceed the current results are cleared. You can continue to enter results for the same collection plan and for the same specification, if assigned.
To view collection plan or specification attachments while entering quality data
If Oracle Quality is installed, and if at least one collection plan is associated with a Completion transaction, the Enter Quality Results Tools menu option and the Quality button are enabled in the Completion Transactions window and you can enter quality results. You can also enter quality results in the Discrete Execution Workstation during the Completion transaction. See the Oracle Work in Process User's Guide for more information if you plan to use the Discrete Execution Workstation.
Before you can enter quality results, you must perform a Completion transaction, but do not save your work. See: Completion Transaction Types.
Suggestion: Enter lot and serial information if applicable. It is recommended that lot and serial data be entered before entering quality data. If the item in question is under lot and serial control, it is required that lot and serial data be added.
Before saving your work, choose Enter Quality Results from the Tools menu or select the Quality button from the toolbar. The Enter Quality Results window opens.
The collection plan that is alphabetically first is displayed first. You can use the Collection Plan field's arrows to navigate to other collection plans.
Select a collection plan.
You can select any collection plan that is associated with the Completion transaction and that is enabled.
Find and assign specifications (during this step the Find Specifications window opens in front of the Enter Quality Results window):
If the selected collection plan has been associated with the customer or supplier specification type, the Find Specifications window automatically opens.
If the selected collection plan is associated with the item specification type, the specification is derived from the assembly item being moved.
If no specification for the item can be found, the system searches for a specification based on the item's category. The default category set that you defined using the QA:Quality Category Set profile option is used to determine the item category. See: QA:Quality Category Set.
If the collection plan is not associated with a specification type, you can optionally invoke the Find Specifications window from the Enter Quality Results window using the Find Specs button. See: Finding Specifications During Transactional Data Collection.
After you either select a specification or cancel the selection, the Find Specifications window closes and the Enter Quality Results window is again in view.
In the Results region of the Enter Quality Results window, enter one or more records.
You must enter quality data for mandatory collection plan elements. See: Context Element Dependencies. When you define collection elements, the Prompts that you enter display as column headings. If data collection is not mandatory, you can select Cancel to skip quality data entry.
Note: If you have defined more than one collection plan for this transaction, you can repeat steps 2, 3, and 4 to enter quality data for all applicable collection plans. Use the Collection Plan field's arrows to navigate to other collection plans.
Save your work.
Note: Selecting OK accepts the quality data and returns you to the Completion transaction window in Work in Process. Selecting Cancel rejects the quality data that you entered and also returns you to the Completion transaction window.
During a WIP Move transaction in the discrete execution workstation, after entering quality results in a nonconformance plan, you can generally view the nonconformance number it generates.