Entering Test Results for Purchasing—Key Exercises

IMPORTANT
It is extremely important that you set up and work within your own site to maintain your data integrity. If you work within any other site, you will compromise your own exercise data as well as the data of other students. Predictable exercise results require that your data be isolated in your own site. 

Basic Data Setup

Viewing a Control Plan for Purchasing

Purpose: The purpose of this exercises is to view a Purchasing control plan used for entering test results for a purchase order receipt.

Menu Path: Quality Management/Control Plan/Control Plan – Purchasing

  1. Open the Control Plan – Purchasing window.
  2. Query for the control plan for part no. 29-320, Valve Cover.
  3. Verify that a control plan with Active status exists for the part.

General Exercise for Control Plan—Purchasing

Main Exercises

Creating a Purchase Order

Purpose: The purpose of this exercise is to show how to create a purchase order.

Menu Path: Purchasing/Purchase Order/Purchase Order

  1. Open the Purchase Order window
  2. Create a new record.
  3. Enter 29-002 in the Supplier field and Mag Cast, Inc. in the Supplier Name field. In the Site field, enter your site. Also enter values in the Receipt Date and Coordinator fields
  4. Save the record.
  5. On the Part Order Lines tab, select a purchase order line and create a new record.
  6. Enter 29-320 in the Part No field and 40 in the Quantity field. Also verify that the Receive Case field is set to Receive into Arrival. You can also use the receive cases Receive into Arrival, Inspect at QA and Receive into QA, Inspect at QA.
  7. Save the record.
  8. Release the purchase order by right-clicking in the header and then clicking Release.
  9. Verify that the status has changed to Released.

Registering Purchase Order Arrival

Purpose: The purpose of this exercise is to show how to create a purchase order receipt, which will later be used to create an analysis.

Menu Path: Purchasing/Receipt/Register Purchase Order Arrivals

  1. Open the Register Purchase Order Arrivals window.
  2. Query for the purchase order you created in the previous exercise.
  3. In the Location No field, add arrival location 29-ARRIVAL. Note:  It is crucial that you enter an arrival location.
  4. Right-click on the line and then click Receive Order. The Receive window appears.
  5. Click OK to complete purchase order arrival.

Connecting a Control Plan

Purpose: The purpose of this exercise is to show how to connect a control plan other than the default control plan to a purchase order receipt.

Menu Path: Purchasing/Receipt/Purchase Order Receipt

Note: You probably want to use the control plan from earlier exercises. In that case, you should not change the control plan.

  1. Open the Purchase Order Receipt window and query for the purchase order you created.
  2. Right-click and then click Connect Control Plan.
  3. The Connect Control Plan for Order Line window appears. The current control plan is shown under Existing Control Plan.
  4. You can connect another control plan to the receipt under New Control Plan. Click List to view the existing control plans.
  5. Choose a control plan and then click OK. Note: Do not change the control plan if you want to use the control plan you used in previous exercises.

Creating an Analysis

Purpose: The purpose of this exercise is to show how to create an analysis from a purchase order receipt.

Menu Path: Purchasing/Receipt/Purchase Order Receipt

  1. Open the Purchase Order Receipt window and query for the purchase order you created.
  2. Right-click and then click Create Analysis.
  3. The Create Analysis – Purchasing window appears. Selecting the Print Test Instruction check box is optional. For this exercise, select the check box. Then click OK.
  4. You receive a message informing you that an analysis has been created and asking you whether you would like to enter test results. Click Yes.
  5. The Report Print window appears. Click Preview.
  6. View the report and verify that the right test operations are listed. Then close the report.
  7. The Analysis Results – Purchasing window appears. 
  8. Verify that the status of the test operation lines is Incomplete.

Entering Test Results for an Attribute Test Operation Line

Purpose: The purpose of this exercise is to show how to enter test results with Attribute data.

Menu Path: Quality Management/Control Plan/Control Plan – Purchasing
Quality Management/Analysis/Analysis Results

  1. You can begin this exercise in three ways:

    Go back to the Analysis Results – Purchasing window, which you opened in the previous exercise.

    OR

    Open the Control Plan – Purchasing window and query for your current control plan. Click the Purchase Order Analysis tab and select the analysis you created in the previous exercise. Then right-click and click Analysis Result. The Analysis Results – Purchasing window opens.

    OR

    Open the Analysis Results window from the Navigator and query for your analysis. The Analysis Results – Purchasing window opens.
  2. Select the Attribute test operation line.
  3. If you have entered np or p chart in your SPC setting for the current line in the applicable control plan, enter the number of defect parts in your sample in the Nonconforming (np, p) field. If you have entered c or u chart in your SPC setting for the current line in the applicable control plan, enter the number of defects in your sample in the Nonconformities (c, u) field.
  4. Right-click on the test operation line and then click Complete Registered Results.
  5. Verify that the status of the test operation line has changed to Complete.

Confirming Test Results

Purpose: The purpose of this exercise is to show how to confirm test results. When the test results are confirmed, they can be included in control chart and capability indices calculations.

Menu Path: Quality Management/Control Plan/Control Plan – Purchasing
Quality Management/Analysis/Analysis Results

  1. You can begin this exercise in three ways:

    Go back to the Analysis Results – Purchasing window, which you opened in a previous exercise.

    OR

    Open the Control Plan – Purchasing window and query for your current control plan. Click the Purchase Order Analysis tab and select the analysis you created in a previous exercise. Then right-click and click Analysis Result. The Analysis Results – Purchasing window opens.

    OR

    Open the Analysis Results window from the Navigator and query for your analysis. The Analysis Results – Purchasing window opens.
  2. Right-click in the header and then click Confirm Registered Result.
  3. Verify that the status has changed to Confirmed. Once the analysis is confirmed, you can use the data for SPC follow-up.

Creating Additional Analyses

Purpose: The purpose of this exercise is to show how to create additional analyses from a purchase order receipt.

Menu Path: Purchasing/Receipt/Purchase Order Receipt
Quality Management/Control Plan/Control Plan – Purchasing

  1. Create at least 19 more analyses by running the purchase order flow again. You can use the same purchase order receipt as before. Note: If you do so, you will receive a message informing you that an analysis has already been created. Ignore the message and create additional analyses.
  2. Enter test results for these analyses.
  3. Open the Control Plan – Purchasing window, click the Purchase Order Analysis tab, and view the created analyses. These analyses will later be used in control chart and capability indices exercises.