## Appendix: EnterpriseOne Quality Management Reports

This appendix provides an overview of EnterpriseOne Quality Management reports and enables you to:

- View a summary table of all reports.

- View details for selected reports.

### EnterpriseOne Quality Management Reports

The JD Edwards EnterpriseOne Quality Management system provides a variety of reports that contain information about user-defined tests, specifications, and preferences, as well as the results of quality testing. The reports in this appendix fall into these two categories:

- Setup reports

- Test results reports

Use setup reports to review information about user-defined tests, specifications, and preferences. Setup reports include:

- Test Definition Report (R37410)

- Specifications Report (R37415)

- Item Test Specifications Report (R37420)

Use test results reports to print Certificates of Analysis, to review the results of quality testing, and to print worksheets. Test results reports include:

- Test Results Worksheet report (R37470)

- Certificate of Analysis Extract (R37900)

- Product Test Report (R37901)

### EnterpriseOne Quality Management Reports: A to Z

This table lists the EnterpriseOne Quality Management reports, sorted alphanumerically by report ID:

Report ID and Report Name | Description | Navigation
R37410 Test Definition Report | Tests for a branch/plant. | Quality Management Setup (G3741), Test Definition Report
R37415 Specifications Report | Test specifications for a branch/plant. | Quality Management Setup (G3741), Specifications Report
R37420 Item Test Specifications (Sometimes referred to as the Preference Report) | Test specifications by customer, customer group, item, or item group for the branch/plant. | Quality Management Setup (G3741), Item Test Specifications Access the Item Test Specifications form.
R37470 Test Results Worksheet report (Sometimes referred to as the Manufacturing Specifications report) | Generates a test results worksheet that production personnel can use to track quality testing values that they will enter into the system at a later time. | The system generates the Test Results Worksheet report (R37470) automatically when you run the Order Processing program (R31410) for manufacturing work orders.
R37900 Certificate of Analysis: Extract | Prints a certificate of analysis, which lists all of the tests performed and the test results for lots sold to a customer. You print a certificate of analysis when a customer requires additional reporting. | Quality Management Daily Operations (G3711), Certificate of Analysis Extract
R37901 Product Test Report | Reviews all test results for a work order, purchase order, or lot number that you select. Use this information to review quality information for the orders. | Quality Management Daily Operations (G3711), Product Test Report

### EnterpriseOne Quality Management Reports: Selected Reports

This section provides detailed information, including processing options, for individual reports. The reports are listed alphanumerically by report ID.

#### R37410 - Test Definition Report

Includes all of the tests for a branch/plant that you select. Use this information to review and maintain quality tests for all of the products.

#### Processing Options for the Test Definition Report (R37410)

These processing options control default processing for the Test Definition report.

Default

1. Enter the test status for selecting test definitions | Specify user-defined code (00/WS) that indicates the approval status. Values are: Blank: Active/Approved 1: Pending 2: History 3: Rejected
2. Enter the As of Date for selecting test revisions | Specify a date that indicates: When a component part is no longer in effect on a bill of material. When a routing step is no longer in effect as a sequence on the routing for an item. When a rate schedule is no longer active The default is December 31 of the default year defined in the Data Dictionary for Century Change Year. You can enter future effective dates so that the system plans for upcoming changes. Items that are no longer effective in the future can still be recorded and recognized in the JD Edwards EnterpriseOne Product Costing, JD Edwards EnterpriseOne Shop Floor Management, and JD Edwards EnterpriseOne Capacity Requirements Planning systems. The JD Edwards EnterpriseOne Material Requirements Planning system determines valid components by effectivity dates, not by the bill of material revision level. Some forms display data based on the effectivity dates you enter.

#### R37415 – Specifications Report

Includes all of the test specifications for a branch/plant that you select. Use this information to review and maintain quality specifications within the business.

#### Processing Options for the Specifications Report (R37415)

These processing options control default processing for the Specifications report.

Defaults

1. Enter the specification status for selecting specification definitions | Specify a user-defined code (00/WS) that indicates the approval status. Values are: Blank: Active/Approved 1: Pending 2: History 3: Rejected
2. Enter As of Date | A date that indicates: When a component part is no longer in effect on a bill of material. When a routing step is no longer in effect as a sequence on the routing for an item. When a rate schedule is no longer active The default is December 31 of the default year defined in the Data Dictionary for Century Change Year. You can enter future effective dates so that the system plans for upcoming changes. Items that are no longer effective in the future can still be recorded and recognized in the JD Edwards EnterpriseOne Product Costing, JD Edwards EnterpriseOne Shop Floor Management, and JD Edwards EnterpriseOne Capacity Requirements Planning systems. The JD Edwards EnterpriseOne Material Requirements Planning system determines valid components by effectivity dates, not by the bill of material revision level. Some forms display data based on the effectivity dates you enter.

#### R37420 – Item Test Specifications

Includes all test specifications by customer, customer group, item, or item group for the branch/plant that you select. Use this information to maintain and review preference profiles within the business.

#### Processing Options for Item Test Specifications (R37420)

These processing options control default processing for the Item Test Specifications report.

Print

Print | Enter 1 to print all the tests included in a particular specification. If left blank only the specification will print on the report.

Defaults

1. Enter the test/specification status for selecting test/specification definitions | Specify a user-defined code (00/WS) that indicates the approval status. Values are: Blank: Active/Approved 1: Pending 2: History 3: Rejected
2. Enter the As of Date for selecting test/specification definitions | A date that indicates: When a component part is no longer in effect on a bill of material. When a routing step is no longer in effect as a sequence on the routing for an item. When a rate schedule is no longer active The default is December 31 of the default year defined in the Data Dictionary for Century Change Year. You can enter future effective dates so that the system plans for upcoming changes. Items that are no longer effective in the future can still be recorded and recognized in the JD Edwards EnterpriseOne Product Costing, JD Edwards EnterpriseOne Shop Floor Management, and JD Edwards EnterpriseOne Capacity Requirements Planning systems. The JD Edwards EnterpriseOne Material Requirements Planning system determines valid components by effectivity dates, not by the bill of material revision level. Some forms display data based on the effectivity dates you enter.

#### R37470 - Test Results Worksheet Report

The report provides the minimum and maximum values for the work order that is to be sampled. The preference for the minimum and maximum values can be based on the work order or the customer. To use customer testing requirements, the work order header must contain the related customer address book number. The system automatically updates the customer address book number when a work order is created from a sales order with line type W (work order), or you can enter it manually on the work order header.

#### Processing Options for the Test Results Worksheet (R37470)

These processing options control default processing for the Test Results Worksheet report.

Print

Print | Enter 1 to print the Preferred Minimum and Maximum. If left blank the Allowed Minimum and Maximum will print.

Preference

Preference | Enter 1 to preference for tests based on a related sales order. If left blank, preferencing will be based only on the manufactured item.

Text

Text | Specify whether to Print Generic Text. Values are: Blank: Text will not print. 1: Print Generic Text from Test Revisions (P3701). 2: Print Generic Text form Preference Profiles (P40300).

#### R37900 - Certificate of Analysis Extract Report

Based on data that you select, the system searches for test results for the related sales order information. If you set the processing option for trace processing, the system searches for multilevel test results for each lot that it locates. The system prints all test results for each lot.

The system can print the certificate of analysis in multiple languages, depending on how you set the appropriate processing option.

Note. You can set processing options in the Shipment Confirmation program (P4205) to print the certificate of analysis automatically.

Prerequisites

Before printing the Certificate of Analysis Extract report:

- Determine which tests and generic text to print on the certificate of analysis.

- Determine which customers should receive a certificate of analysis.

- Determine the type of transaction records to use for tracing lots.

#### Processing Options for the Certificate of Analysis Extract (R37900)

These processing options control default processing for the Certificate of Analysis Extract report.

Defaults

These processing options control the address that appears on the certificate of analysis, as well as the override Next Status code on sales orders. To override the Next Status code, the system uses values that you have set up in a user-defined code table (40/AT).

1. Address Type | Specify which address to print on the Certificate of Analysis. Values are: Blank: Ship to address 1: Ship to address. 2: Sold to address. 3: Parent address.
2. Next Status | Specify whether to override the Next Status code if you need to indicate on a sales order that you printed a Certificate of Analysis. Enter a value from the user-defined table to override the Next Status code. If you leave this processing option blank (default), the Next Status code is not overridden.

Extract

This processing option controls whether you can reprint certificates of analysis without rerunning the Certificates of Analysis Extract report.

Extract Table | Specify whether to save history information in the Certificate of Analysis extract table so that you can reprint certificates without needing to rerun them. For example, you might need to reprint a Certificate of Analysis that was lost in the mail for a customer who requires the certificate in order to accept product. Values are: Blank: Clear the Certificate of Analysis extract table each time the report is run. 1: Do not clear the Certificate of Analysis extract table (save history information), to allow reprints.

Trace

This processing option controls whether you trace test results.

Trace | Specify to control whether the system traces test results for lots. You can find test results for an assembled item, the components of the assembled item, or for an item that has been reclassified. Values are: Blank: Do not trace test results. 1: Trace single level test results by lot. 2: Trace multilevel test results by lot. If you do not trace test results, you must enter test results for sales orders that are at Ship Confirm status in order to generate a Certificate of Analysis.

Preference

This processing option controls whether the system uses preference profiles to print test results on the certificate of analysis.

Preference | Specify to control whether the system uses preference profiles to print test results on the Certificate of Analysis. Values are: Blank: Do not use preference profiles to print test results. The system prints tests results on the Certificate of Analysis without reevaluating them for Pass/Fail codes. 1: Use preference profiles to print test results on the Certificate of Analysis. The system reevaluates test results for Pass/Fail codes based on the minimum and maximum values in preference profiles.

Print

These processing options control the version of the Certificate of Analysis Extract report to print and the ability to reprint certificates of analysis without rerunning the report. Versions control how programs display information.

1. Certificate of Analysis (R37460) | Specify whether to print a Certificate of Analysis, which lists all of the tests performed and their results for lots sold to a customer. Enter the version of the Certificate of Analysis to print. If you leave this processing option blank, the program uses the ZJDE0001 version.
2. User-Defined Program | Specify whether to print a Certificate of Analysis that you have designed, instead of using R37460. Enter the name of the customized Certificate of Analysis. If you leave this processing option blank, the program uses R37460.
3. User-Defined Version | Specify the version of the customized Certificate of Analysis to print. This processing option is required if you are using a customized certificate. Otherwise, leave this processing option blank. Enter the version of the customized certificate to print.
4. Language to Print | Specify the language in which to print the Certificate of Analysis. Values are: Blank: Default language. 1: Customer preferred language.

#### R37901 - Product Test Report

Although this report is intended for internal use, you can print test results in a certificate of analysis format without a sales order. For example, you might print certificates of analysis for inventory that will be placed in stock and sold later to unknown clients. In this case, you package the certificates with the items prior to placing them in stock and before you sell them.

Based on data that you select, the system searches for test results for the related order information. If you set the processing option for trace processing, the system searches for multilevel test results for each lot that it locates. The system prints all test results for each lot.

#### Processing Options for Product Test Report (R37901)

These processing options control default processing for the Product Test report.

Extract

This processing option controls whether you can reprint certificates of analysis without rerunning the Certificate of Analysis Extract report (R37900).

Retain Extracted Information | Specify whether to retain information that the system extracts from the F37900 table so that you can reprint reports without having to rerun them. For example, you might need to reprint a Product Test report that was lost in the mail for a customer who requires the report to accept the product. Values are: Blank: Do not retain. The system clears the extract table each time a report is run. 1 Retain. The system does not clear the extract table each time a report is run.

Trace

This processing option controls whether you trace test results.

Trace Test Results | Specify the level of tracing for the test results for lots. This processing option traces test results for an assembled item, the components of the assembled item, or a reclassified item. Values are: Blank: The system does not trace test results. 1: The system performs a single level trace. 2: The system performs a multi level trace. If you do not trace test results, you must enter test results for sales orders at the ship confirm status to generate a product test report.

Print

You use this processing option to provide a name and version, if you want to run a customized report.

User-defined Report and 2. User-defined Version | Specify the name of the customized report that you want to print. If you leave this processing option blank, the system prints the standard Product Test Report (R37450).

Version

This processing option indicates the version that you run for the report.

Product Test Report (R37450) | Specify the version of the Product Test report (R37450). If you leave this processing option blank, the system uses version ZJDE0001.