Set Up New Materials for Receiving Inspection

About this task

This procedure is usually performed when a new material is added to Plant Applications. A system administrator or a super user at the site can perform this procedure. When a part is created in Plant Applications (either directly or through an external interface), you must perform a basic set up to use Receiving Inspection.

Procedure

If the UOM of the material that you want to add does not exist in Plant Applications, perform the following steps:

Tip:
To check if the UoM of the material exists, select Global Configuration > Engineering Units > Units.
1. Create an engineering record for every unit of measurement (UOM) associated with the material lots that you want to inspect.
2. Create a new production event sub-type named Received Material Lot-<UOM> for every UOM that you have created. Configure these new event sub-types to use the appropriate UOM.
3. Create a product family with a name appropriate for your business (e.g., Receiving and Inspection).
4. Create a product property named Receiving and Inspection, and configure it to create the characteristics on the Receiving and Inspection product family.
5. Create a characteristic for every material that you want to inspect using the Receiving and Inspection product property.
  A product for the characteristic will be created.
6. Make sure that every inspected material under the Receiving and Inspection family has the default characteristic for the Receiving and Inspection product property set to a characteristic that matches the product code.
7. If this is a first-time set up, create the following specification variables under the Receiving and Inspection product property:
  - Auto Complete (logical)
  - TCR-Critical Criteria (string)
  - TCR-Part-specific Criteria (string)
  - TCR-Common Criteria (string)
  - %Serial Numbers to test (For Serialized)
  - %Samples to test (Integer) (For Non-Serialized)
8. Enter the target specifications for all characteristics for the specification variables that you have created.
9. Configure the plant model.
10. As needed, create quality variable groups and variables.
If the UoM of the material that you want to add exists but does not have the corresponding production unit, perform the following steps:

Tip:
To check if the production unit for the UOM exists, select Plant Model > <Receiving Inspection Department> > <Receiving Inspection Line>).
1. Configure the plant model.
2. Create a characteristic for every material that you want to inspect using the Receiving and Inspection product property.
  A product for the characteristic will be created.
3. Make sure that every inspected material under the Receiving and Inspection family has the default characteristic for the Receiving and Inspection product property set to a characteristic that matches the product code.
4. Enter the target specifications for all characteristics for the specification variables that you have created.
5. As needed, create quality variable groups and variables.
If the material that you want to add has UOM and a corresponding unit:
1. Create a characteristic for every material that you want to inspect using the Receiving and Inspection product property.
  A product for the characteristic will be created.
2. Make sure that every inspected material under the Receiving and Inspection family has the default characteristic for the Receiving and Inspection product property set to a characteristic that matches the product code.
3. Enter the target specifications for all characteristics for the specification variables that you have created.
4. As needed, create quality variable groups and variables.