Refer to documentation Implementation
The Non-conformance function contains a Home section section and one section per feature of the corrective and preventive process:
Presentation
The Home section provides key tracking information. You can pin this section so that it does not scroll off the page.
The critical field in the Home section is the Status field. This field indicates the current stage of this incidence of non-conformance in the corrective or preventive cycle.
If this non-conformance was raised directly from a particular transaction such as a Purchase receipt or Customer return many fields in this section will be populated from that transaction document. You can leave the default values or change them.
You can identify a specific supplier or customer as the source of this incident, effectively implying this non-conformance is specific to them. Alternatively, you might decide that this non-conformance could affect multiple suppliers, customers or individuals (internal or external). Should this be the case you should leave the supplier/customer in this section blank and instead add multiple 'reporters' directly into the Reported by section.
An incidence of non-conformance can apply to a specific product, or a system or non-stock item such as documentation, procedure or training. If a product is version managed you can add an additional level of detail by specifying which major and minor version this incident is for.
This section displays the name of the person who created this incidence of non-conformance and when they created it.
Note the following rules if you intend to add (link) a document from an associated transaction to support this incidence of non-conformance:
There can be multiple non-conformance incidents per product code.
As the QA manager for this incidence of non-conformance you ultimately have full control over this incident and the progress of it through the corrective or preventive cycle. To advance or reverse the status of this non-conformance you must be logged in as the current QA manager for this incident.
Close
Fields
The following fields are present on this tab :
| Use this field to indicate at which site (location) or sites this incidence of non-conformance occurred. Leave the default site displayed or type in, or select from the Sites table (table FACILITY) the required site code. This field is mandatory. A non-conformance incident applies to a single site if any of the following conditions apply:
You can change the site code whilst this non-conformance is at status 'New'. If you do change the site code, the QA manager and Planner fields revert to the default user codes. You cannot change the site code once this non-conformance has started the corrective and preventive cycle, for example, when it has advanced to status 'In review'. If you do need to change it and the corrective and preventive cycle has started, reject this non-conformance then close it (it must display status 'Closed'). You can then raise a new non-conformance for the correct site. | |||
| This field displays the unique identifier for this incidence of non-conformance.
| |||
| This field indicates the current stage of this non-conformance incident in the corrective or preventive cycle. It is updated when the QA manager assigned to this non-conformance incident selects the actions available to them to progress this incident.
Corrective or preventive cycle status summary
| |||
| Use this field to provide a short description of this incidence of non-conformance (maximum 50 characters). Leave the default description displayed if this non-conformance was raised directly from an associated transaction (such as a Purchase receipt or Customer return), or type in a short description of this incident. The default description is one of the following:
This field is mandatory. | |||
| This field displays the category of reporter (or source) that observed, or reported the non-conformity if this non-conformance was raised directly from an associated transaction (such as a Purchase receipt or Customer return). Leave the value displayed or select a different category of reporter. This field is mandatory. The list of categories is defined in Local menu 3715. | |||
| This field is only available for entry if the Origin field is set to 'Supplier', 'Internal' or 'External'. This field determines which documents can be linked to this incidence of non-conformance.
Clear the default supplier code displayed if this non-conformance was raised directly from a Purchase receipt to leave this field blank. Add the suppliers directly into the Reported by section. Add the 'reporters' directly into the Reported by section. Add the 'reporters' directly into the Reported by section.
| |||
| This field is only available for entry if the Origin field is set to 'Customer', 'Internal' or 'External'. This field determines which documents can be linked to this incidence of non-conformance.
Clear the default customer code displayed if this non-conformance was raised directly from a Customer return to leave this field blank. Add the suppliers directly into the Reported by section. Add the 'reporters' directly into the Reported by section. Add the 'reporters' directly into the Reported by section.
| |||
| You use this field to identify the product a 'problem' or 'defect', or failure or potential failure in design or production, or process has been observed against. If this non-conformance was raised directly from an associated transaction (such as a Purchase receipt or Customer return) you can leave the product code displayed or type in, or select the product code that has been reported as defective. Where the associated transaction is a Production tracking operation, the default product code is the first released product on the work order. Should the work order contain multiple products to be released you can change the displayed product code to any product code associated with the work order, including to the routing product code if different to a released product code. The product code in the linked document line is changed to your 'new' product code. If this non-conformance applies to a system or non-stock item such as documentation, procedure or training leave this field blank.
You can change the product code as required whilst this non-conformance incident is at status 'New'.
| |||
| Use this field to indicate which major version of this product applies. Major versions might be used where there have been increased or significant changes to the original or previous version, that is the 'form, fit or function' has changed. Type in, or select a version code from the list of version codes displayed. This field is not available for entry if the product code defined in the Product field is not version managed. | |||
| Use this field to indicate which minor version of this product applies. Minor versions might be used where there have been minor features or changes in functionality, or significant fixes applied to a specific major version. Type in, or select a version code from the list of version codes displayed. This field is not available for entry if the product code defined in the Product field is not version managed. | |||
| This field displays the date this incidence of non-conformance was raised (entered). | |||
| This field displays the code and name of the user that raised (entered) this incidence of non-conformance. | |||
| This field, if populated, displays the closed status of this reported non-conformity. This will display 'Completed' if this non-conformance is implemented and the product or solution is approved as 'fit for purpose' and is complete, and if it is closed. It will display 'Rejected' if this reported non-conformance is rejected and is closed. If this field is blank this non-conformance is still 'in progress'. | |||
| This field, if populated, displays the date this reported non-conformity was officially closed. |
Close
Presentation
Reporting a non-conformity for a 'problem' or 'defect', or failure or potential failure in a design or production model, or in a service, or in a process, or in the system is critical for delivering a product that is 'fit for purpose'. You use this section to articulate the details of the non-conformity.
You also use this section to link to and view actual documents the observed problem has been reported against.
If this non-conformance was raised directly from an associated transaction such as a Purchase receipt its details are displayed in the Source documents block. A QA manager can manually add documents to this block to link the document with any in-progress non-conformance incident, that is at status 'In review', 'In planning' or 'Being implemented'. Once linked, quantities can be changed and documents activated, and deactivated.
Where a linked document is from a Production tracking operation the default product code is the first released product on a work order. The product code can therefore be changed to any product code associated with the work order whilst the non-conformance incident is at status 'New'. This might be to a different released product code on the work order or to the routing product code if different to the released product code. The product code in the linked document line is also changed to the 'new' non-conformance product code.
Linking documents, activating or deactivating documents, or amending the quantity from the source document or order line is blocked if parameter NCSDOCCHG - Linked document change is set to 'No', the status of a non-conformance is 'Being implemented' and the corrective and preventive Action plan is being implemented (actioned).
Note the following rules if adding a document to the Source documents block:
Close
Fields
The following fields are present on this tab :
Image
| Use this field to select an image to display on this record. |
Description
| Use this field to identify the probable or possible cause of this incident. This field is mandatory. Your suggested reason should reflect what you subsequently add to the free-format Additional information (field NCSDES) field as the information will be used to help establish what the root cause of this incident might be. The default code and the list of probable causes is defined in Miscellaneous table 804 - Probable cause. |
| Use this field to provide a clear statement describing the problem in detail. Try to quantify your suggested value for the probable cause and maybe list several reasons why you think the selected value is correct. This will help you ensure you have thought about all the possible causes. Your list of reasons will assist the Quality assurance (QA) manager and the approvers when analyzing the problem. If you can, try to explain the potential consequences if the problem is not addressed and provide a clear request for corrective or preventive action. Ultimately, your statement is critical to the Quality control team for analyzing whether the design or production model complies with the set standard and can be considered 'fit for purpose'. If this field contains a statement that was added when the incident was raised in a source document (such as an operation tracking record) you can enhance or change the statement if you know or understand, or have additional information about the 'problem'. |
Grid Source documents
| Use this field to identify the type of transaction the observed 'problem' or 'defect', or failure or potential failure in design or production, or service, or process, or system has been reported against. For example, Purchase receipt, Customer return, Production tracking, Operation tracking - resource, Operation tracking - operation. If this non-conformance was raised directly from an associated transaction this field will display the linked transaction type.
|
| Use this field to identify the number of the source document or order. |
| Use this field to identify the associated line on the source document or order. |
| This field displays the product code from the selected source document or order line. |
| This field indicates which version of this product applies. Major versions might be used where there have been increased or significant changes to the original or previous version, that is the "form, fit or function" has changed. This field is not populated if the product code defined in the Product field is not version managed. |
| This field indicates which minor version of this product applies. Minor versions might be used where there have been minor features or changes in functionality, or significant fixes applied to a specific major version. This field is not populated if the product code defined in the Product field is not version managed. |
| This field displays the actual quantity from the source document or order line that relate to this incident. It will either reflect the original (full) quantity from the source document or order line or a manually entered (partial quantity) figure. For an incident resulting from the manufacturing process, for example, this will be the actual rejected quantity. The quantity is expressed in the stock unit.
|
| This field displays the quantity from the source document or order line. The quantity is expressed in the stock unit. |
| This field displays the unit in which the product is stored. It provides the key to prices, costs, volumes etc. |
| This field displays the key date from the Home section of the original document or order. For example, this can be the actual receipt date (Purchase Receipt), the return date (Customer Return), or the follow-up date (Production/Operation Tracking). |
| This field displays the code of the supplier for which the source document or order was raised. It is only displayed if the source Document type (field DOCTYP) is a Purchasing document. |
| This field displays the code of the customer for which the source document or order was raised. It is only displayed if the source Document type (field DOCTYP) is a Sales document. |
| This field displays the associated project code. The content can be one of the following:
If the content of this field includes a character such as an exclamation mark "!" this field links to the structure of the project. The character is the separator between a project code and the structure, either the project cost structure or the project operational structure. For example, if a material task code is 'USA-P3' and a project code is 'USA12345678', this field displays a link to the project operational structure as 'USA12345678!USA-P3'.
|
| This field indicates if this particular line is considered active and relevant to this non-conformance incident. Click the Deactivate document/Activate document action to change its status. |
Close
Action icon
Click Customer return from the Actions icon to view the return details. The transaction you select determines the way in which you enter information, and how information is displayed and printed. If only one transaction has been set up you are not offered a choice, the default entry screen is displayed.
Click Production tracking from the Actions icon to view the production tracking details for the selected work order. This includes parent product (BOM) information, component information and operation details. The transaction you select determines the way in which you enter information, and how information is displayed and printed. If only one transaction has been set up you are not offered a choice, the default entry screen is displayed.
Click Purchase receipt from the Actions icon to view the purchase receipt details. The transaction you select determines the way in which you enter information, and how information is displayed and printed. If only one transaction has been set up you are not offered a choice, the default entry screen is displayed.
Click Deactivate document from the Actions icon to exclude (or cancel) this source document or order line. To reinstate this (cancelled) line, click Activate document.
Fields
The following fields are included in this window :
Block number 1
| This field identifies the number of the source document or order. |
| This field identifies the associated line on the source document or order. |
| This field displays the actual quantity from the source document or order line that relate to this incident. It will either reflect the original (full) quantity from the source document or order line, or a manually entered (partial quantity) figure. For an incident resulting from the manufacturing process, for example, this will be the actual rejected quantity. The quantity is expressed in the stock unit. |
| This field displays the quantity from the source document or order line. The quantity is expressed in the stock unit. |
| This field displays the unit in which the product is stored. It provides the key to prices, costs, volumes etc. |
| This field displays a line number in this particular table/grid/block. |
| To select this line, select this checkbox; to deselect this line, clear this checkbox. |
| This field displays the actual quantity from the source document or order line that relate to this incident. It will either reflect the original (full) quantity of the product on the source document or order line, or a manually entered (partial quantity) figure. For an incident resulting from the manufacturing process, for example, this will be the actual rejected quantity. You can change this figure as required (although it cannot exceed the original quantity). The quantity is expressed in the stock unit.
|
| This field displays the quantity from the source document or order line. You cannot change this figure. The quantity is expressed in the stock unit. |
|   |
| The supplier lot number can be entered for information purposes in the receipt transactions, and displayed in the stock issue transactions. It is recorded in the stock file and corresponds to the internal lot number. This ensures that the origin of goods can be tracked. |
| This field displays the lot associated with the product on the source document or order line. You cannot edit this field. |
| This field displays the sublot associated with the product on the source document or order line. You cannot edit this field. |
| This field displays the serial number of the product on the source document or order line. You cannot edit this field. |
Close
Click Document line from the Actions icon to enter the actual quantity from this document or order line that relate to this particular non-conformance incident. This figure does not have to match the original quantity (although it cannot exceed the original quantity). You also use this action to deselect (or select) individual product lines associated with a specific lot, sublot or serial number which are not relevant to this non-conformance.
You can click the Select all/Deselect all actions in the Document line screen to select or clear all lines displayed in the table (grid).
Fields
The following fields are included in this window :
| This field displays the tracking number generated for a work order released for production. |
| This field displays the applicable line number in the displayed document. |
| This field displays the sequence number of this operation. |
| This field displays the date the stock transactions associated with this tracking number were posted. |
| This field displays the associated project code. The content can be one of the following:
If the content of this field includes a character such as an exclamation mark "!" this field links to the structure of the project. The character is the separator between a project code and the structure, either the project cost structure or the project operational structure. For example, if a material task code is 'USA-P3' and a project code is 'USA12345678', this field displays a link to the project operational structure as 'USA12345678!USA-P3'.
|
| This field identifies the operator that performed this operation. |
| This field displays the description from the employee profile and cannot be modified. |
| This field identifies the production resource used for this operation. |
| This field identifies the type of operation that is performed on the selected work center. This might be a machine, labor or a subcontracted operation. Work centers of type Subcontracting are managed externally by subcontract suppliers. |
| This field displays the actual quantity from the source document or order line that relate to this incident. It will either reflect the original (full) quantity from the source document or order line, or a manually entered (partial quantity) figure. For an incident resulting from the manufacturing process, for example, this will be the actual rejected quantity. The quantity is expressed in the stock unit. |
| This field displays the quantity from the source document or order line. You cannot change this figure. The quantity is expressed in the stock unit. |
| The time unit defines how time for the operations in this routing is expressed. The time unit can be 'hours' or 'minutes'. It applies to the setup time, run time and the rate for all operations in the routing. |
| This field displays the time it takes to perform this operation for the required number of items (as defined in the field Planned quantity). The operating time:
|
| This field displays the actual time taken to set up this machinery ready for use. The time is expressed in the defined time unit. The time can be zero (0). |
| This field displays the actual time taken to perform this operation for the required number of items. The operating time:
|
| This check box is selected if unplanned materials were associated with the work order when the operation was released for scheduling. |
| This field displays the code of a tool used in this routing operation. Tools have a product category of 'Tool' (field Tools (field TOOFLG)). |
Close
Click Operation detail from the Actions icon to view the key details reported in the production tracking record against this work order operation that relate to this particular non-conformance incident. For ease of reference the information is grouped as follows:
Close
Presentation
You use this section to support root cause analysis. It contains two blocks:
The information added to this section is critical to the success of this incident. It will be used when defining the corrective and preventive actions required to eliminate the root cause or failure.
If you are the QA manager for this non-conformance or a subject matter expert that has been assigned to support investigations into the root cause, or failure, you provide your feedback in this section; if you are a stakeholder or member of your company's Quality control team or steering committee, you can use this section to view post-review decisions or conclusions.
As the QA manager for this non-conformance incident you use the Approvers block to identify subject matter experts that have the expertise to review and confirm this incidence of non-conformance. They might be, for example, a member of your organization's Quality control team.
You can assign 'approvers' to analyze the root cause of this incident and 'approvers' that have the skills to confirm quality processes and standards have been followed in making a product or system 'fit for purpose'. Your approvers should have the skills to approve or reject the suggested incident for an assigned area of expertise.
Tip: Use the Assigned as QA manager filter to locate your non-conformances quickly and easily.
As approvers have authority to approve or reject this incident it is important that you give due consideration to which subject matter experts you assign.
Your organization's Quality control team should consider the point at which the decision to approve or reject this incident is made. Essentially, at which stage in the review process you should manually advance this non-conformance to either status 'In planning' or to status 'Rejected'.
As an 'approver' you have been assessed as having the expertise to review and confirm an incidence of non-conformance.
You should try to identify the root cause of this incident from the transaction types assigned to you.
Having determined or identified if a problem exists or not you notify the QA manager for this non-conformance and the stakeholders by setting a post-review decision against each transaction type. One comment field per transaction type is available to you which you could use to quantify your decision. You could use it, for example, to state assumptions or make recommendations to the Planner (project manager) responsible for planning the corrective and preventive actions. The QA manager cannot set your approval status or add comments on your behalf.
Tip: Use the My non-conformances to approve filter to locate your non-conformances quickly and easily.
- You must be logged into Sage X3 with your user name;
- You must have approval for involvement in your company's Non-conformance management process as an approver, that is, your user parameter NCSAPPROVE - Approver (chapter TC, group NCS) is set to 'Yes'.
Fields
The following fields are present on this tab :
Cause
| Use this field to identify the single root cause of this incident. This field is mandatory. The default root cause for an incidence of non-conformance raised against a resource (work center) used for a work order operation is displayed if defined in the NCSROORES - Default resource root cause (TC chapter, NCS group) parameter; if this incident was raised against an operational process for a work order the default root cause is defined in the NCSROOPRO - Default process root cause (TC chapter, NCS group) parameter. You can change the default root cause, if required.
The list of factors that can cause a non-conformance that should be eliminated through process improvement are defined in Miscellaneous table 803 - Root cause. |
| Use this field to summarize the reason why this problem arose in the first place. You should use this field to support the identified root cause following root cause analysis. This field is mandatory.
The list of reasons for raising a non-conformance is defined in Miscellaneous table 802 - Reasons for Non-conformance. |
| Use this field to indicate the urgency of corrective or preventive action on this non-conformance. This field is mandatory.
Critical Major Moderate Minor (cosmetic)
|
| Use this field to provide an assessment of the impact implementing the 'change' resulting from correcting or preventing this non-conformance will have on the current form, fit and function. Provide your assessment of the risk associated with this, ensuring you have considered the effect on existing (and validated) processes. This field is mandatory.
Major Minor Unknown
The list of risk assessments of the impact in correcting or preventing reoccurrence is defined in Local menu 2031. |
| Use this field to provide a target completion date for delivery of the 'corrected' product or system. |
| This field, if populated, displays the code and name of the last user to change the QA manager field on this non-conformance incident. |
| This field, if populated, displays the last date this non-conformance incident was reassigned to a different QA manager. |
| Use this field to identify the Planner (project manager) who will be responsible for planning the set of 'global actions' that will form the corrective and preventive Action plan for this incidence of non-conformance. They will be responsible for planning the approach to be taken to eliminate the problem. They will also be responsible for controlling or managing the corrective or preventive actions, using their Action plan, through to a successful correction and approval of a product that is 'fit for purpose'. The default planner is the user defined in parameter NCSPLADEF - Default planner (chapter TC, group NCS). You can assign this non-conformance incident to a different planner, if required. Type in, or select a user code from the list of users approved for involvement in your Non-conformance management process as 'planners'.
|
| Use this field to identify the subject matter expert who has the authority to categorize, prioritize, approve or reject, and monitor corrections for the reported incidence of non-conformance. This field is mandatory. The default Quality assurance (QA) manager is the user defined in parameter NCSQADEF - Default QA manager (chapter TC, group NCS). You can assign this non-conformance incident to a different QA manager, if required. Type in, or select a user code from the list of users approved for involvement in your 'non-conformance management' process as 'QA managers'. The QA manager you define in this field ultimately has full control over this incident and the progress of it through the corrective and preventive cycle. They have administrative rights to advance or reverse the non-conformance through the stages of the corrective and preventive cycle as they deem necessary.
|
Cause description
| Use this field to provide a statement of the root cause analysis. Ensure you only use this field to provide fact. It should quantify the value assigned to the field Root cause; you could tailor it to fit the value assigned to the field Severity. For example, if the Severity field is set to 'Major' you should include detail that will guarantee the quality of the product. Your statement should only focus on one cause. It could clarify elements of this incident that might be considered 'human error'. Your statement is critical to the success of this incident. It will be used when defining the corrective and preventive actions required to eliminate the root cause or failure.
|
Grid Approvers
| Use this field to identify the subject matter expert that has the expertise to review and confirm an incidence of non-conformance. Subject matter experts, or 'approvers', are authorized for involvement in your Non-conformance management process. They might be, for example, a member of your organization's Quality control team. They have the authority and skills to confirm a 'problem' or 'defect', such as a failure or potential failure in a design or production model, or in a service, or in a process, or in the system. They also have the skills to confirm quality processes and standards have been followed in making a product or system fit for purpose and can approve or reject the suggested incident for an assigned area of expertise. Type in, or select a user code from the list of users approved for involvement in your Non-conformance management process as subject matter experts.
|
| This field displays the name of the selected Enterprise Management user. |
| Use this field to identify a specific type of business transaction that must be assessed for the suggested non-conformity. The assigned approver will assess this transaction type for the suggested non-conformity from both a business and a technical perspective. The list of transaction types is defined in Miscellaneous table 807 - Transaction type. |
| Use this field to indicate the current status of the decision in the review of the suggested non-conformity for the assigned transaction type.
Approved Rejected
|
| Use this field to summarize your decision on your review of the suggested non-conformity for the assigned transaction type (maximum 50 characters). You could use it, for example, to state assumptions or make recommendations to the Planner (project manager) responsible for planning the corrective and preventive actions. This field is mandatory. |
Presentation
This section is used by the QA manager for this non-conformance incident. If you are a stakeholder or member of your company's 'change board' or steering committee, you can use it to view the formal rejection reason and conclusions.
This non-conformance can only be rejected by the QA manager assigned to it.
As the QA manager for this non-conformance, you use this section to formally reject this incident. This is mandatory if the Quality control team conclude there is no problem and the product or solution is 'fit for purpose'. You might also choose to reject it if it has been created in error or is a duplicate of another non-conformance incident.
This non-conformance must be at status 'Rejected' for the fields in this section to be available for entry. As a minimum, you must define the reason the Quality control team is formally rejecting this non-conformance.
You can expand upon the reason for rejection in a free-format narrative field.
Tip: Use the Assigned as QA manager filter to locate your non-conformances quickly and easily.
You will lose all information in this section if you subsequently revert the status of this non-conformance to status 'In review'.
Close
Fields
The following fields are present on this tab :
| Use this field to summarize the reason the Quality control team is formally rejecting this reported non-conformity. This field is mandatory. The list of rejection reasons is defined in Miscellaneous table 808 - Reason for rejection. |
| This field, if populated, displays the date this reported non-conformity was formally rejected. |
| This field, if populated, displays the code and name of the user to formally reject this reported non-conformity. |
| Use this field to expand upon, or explain the defined reason for rejection. Type in a statement that quantifies the decision to formally reject this reported non-conformity. |
Close
Presentation
This section is updated when you close this non-conformance incident. It states who closed this incident and when it was closed.
There is a free-format narrative field which supports the reason for closure if it was completed when this incident was formally closed (using the Close action).
Close
Fields
The following fields are present on this tab :
Close description
| This field, if populated, displays the closed status of this reported non-conformity. This will display 'Completed' if this non-conformance is implemented and the product or solution is approved as 'fit for purpose' and is complete, and if it is closed. It will display 'Rejected' if this reported non-conformance is rejected and is closed. If this field is blank this non-conformance is still 'in progress'. |
| This field, if populated, displays the date this reported non-conformity was officially closed. |
| This field, if populated, displays the code and name of the user to formally close this reported non-conformity. |
| Use this free-format narrative field to explain or summarize the 'change' that was implemented to correct the problem, or why this incident was rejected and closed. If further documentary evidence to support its closure has been attached such as photographs and approved inspection reports you could mention it here. |
Close
Presentation
You use this section to provide contact information for a reporter (or source) of this incidence of non-conformance. Any individual (internal or external), customer or supplier that has identified a 'problem' or 'defect', or failure or potential failure in a design or production model, or service, or process, or system can report it and be recorded as a reporter of it.
If you specify a customer or supplier in the Home section they are regarded as the source of this reported non-conformance. Their details will be displayed on the first line of the appropriate table (grid) in the respective Supplier/Customer block. Otherwise you are advised to provide the name and contact details for at least one source of the information at some stage in the corrective and preventive cycle. This will ensure someone with knowledge of the incident is contactable should investigations or quality tests need clarification at any stage of the processing cycle.
The origin or source of an incidence of non-conformance is essential should further explanation be required or questions need answering. It might be difficult to obtain this information without the name and contact details for at least one source.
Examples of a source of an incidence of non-conformance might be:
All registered Sage X3 users can add contact details to any new or 'in progress' non-conformance incident.
Close
Fields
The following fields are present on this tab :
Grid Suppliers
| This field identifies a supplier that has observed and reported this incident. If a Supplier code is defined in the Home section their details are displayed in the first line of this table (grid). You can amend this supplier code if necessary. If this field is blank you can add details for a supplier that reports this non-conformance incident. Type in, or select from the BP Suppliers table (table BPSUPPLIER) the code of a supplier that observes and reports this incident. |
| This field displays the corporate or company name for the selected supplier. |
| Use this field to identify the contact within this supplier's organization that can be contacted about this observed, or reported non-conformity. Type in, or select from the Contacts (relationship) table (table CONTACTCRM) the code of the contact within this supplier's organization.
|
| This field displays the name for the selected contact associated with the selected supplier. |
| This field displays the email address for the selected contact associated with the selected supplier. |
| This field displays the telephone number for the selected contact associated with the selected supplier. |
Grid Customers
| This field identifies a customer that has observed and reported this incident. If a Customer code is defined in the Home section their details are displayed in the first line of this table (grid). You can amend this customer code if necessary. If this field is blank you can add details for a customer that reports this non-conformance incident. Type in, or select from the BP Customers table (table BPCUSTOMER) the code of a customer that observes and reports this incident. |
| This field displays the corporate or company name for the selected customer. |
| Use this field to identify the contact within this customer's organization that can be contacted about this observed, or reported non-conformity. Type in, or select from the Contacts (relationship) table (table CONTACTCRM) the code of the contact within this customer's organization.
|
| This field displays the name for the selected contact associated with the selected customer. |
| This field displays the email address for the selected contact associated with the selected customer. |
| This field displays the telephone number for the selected contact associated with the selected customer. |
Grid Users
| Use this field to identify the internal (from your organization) user that has observed and reported this 'problem' or 'defect', or failure or potential failure in a design or production model, or service, or process or system. Type in, or select from the Users table (table AUTILIS) the code of a user that observes and reports this incident. |
| This field displays the name of the selected Enterprise Management user. |
| This field displays the email address defined on the User record. |
| This field displays the telephone number defined on the User record. |
Grid Others
| Use this field to identify the contact (external) that has observed, or reported this incident. Type in, or select from the Contacts (relationship) table (table CONTACTCRM) the code of the contact that observes and reports this incident. |
| This field displays the name for the selected contact. |
| This field displays the email address for the selected contact. |
| This field displays the telephone number for the selected contact. |
Close
By default, the following reports are associated with this function :
NCSRECENT : List of non-conformances
This can be changed using a different setup.
Click the Plan action if the non-conformance incident has been reviewed and (as the QA manager) you are effectively handing over control of it to the assigned Planner (Project manager). The status of this non-conformance will advance to status 'In planning' and the Planner will become responsible for planning approach to be taken to eliminate the problem.
|
Click the Reject action to formally reject this non-conformance incident. This is mandatory if the Quality control team assess that there is no 'problem' or 'defect', or failure or potential failure in the design or production model, or the service, or the process and the product is 'fit for purpose'. The status of this non-conformance will change to status 'Rejected'. As a minimum, you must define the reason the Quality control team is formally rejecting this non-conformance incident. You can optionally expand upon the reason for rejection in a free-format narrative field.
|
Click the Close action when a 'change' to a reported non-conformity is implemented and the product or solution is approved as 'fit for purpose', and is complete and is closed. Or this reported non-conformance is rejected and is closed. You are presented with a free-format narrative field to complete to support the closure of this incident. The status of this non-conformance will advance to status 'Completed'.
|
Click the Action plans action to view or amend (Planners only) the corrective and preventive actions in the Action plan.
Product or safety recalls. You should only use the information in this non-conformance as a guide when a product or safety recall is advisable. Each country has safety regulations and directives for recalls which you must follow. These regulations have not been implemented in the Non-conformance functionality as they can vary from one country to another.
In addition to the generic error messages, the following messages can appear during the entry :
Entry of a supplier or customer code is optional. There are two locations in which you can report a supplier or customer as a reporter (or source) of a non-conformance: In the Home section and in the Reported by section. The Supplier (field NCSBPS) or field in the Home section is only available for entry if the Origin (field NCSCATEGOR) field is set to 'Supplier', 'Internal' or 'External'; the Customer (field NCSBPC) field if the Origin field is set to 'Customer', 'Internal' or 'External'. If you do not know the supplier/customer code leave the field blank. In the Reported by section you use the respective Supplier (field BPSNUM)/Customer (field BPCNUM) field.
Why are you raising this Non-conformance? How significant is this defect likely to be? Please select an appropriate value for this field to ensure the appropriate 'quality' team can be assigned to investigate the root cause, or failure.
Where $1$=Sage X3 user code. Each non-conformance record must have a nominated Quality assurance (QA) manager (field QA manager). A QA manager is an active Sage X3 user who has been authorized to perform that particular role within your Non-conformance management process. This means that the Active check box on their Sage X3 user record is selected and their 'QA manager' approval parameter NCSQAMAN - QA manager (chapter TC, group NCS) is 'Yes'. One 'QA manager' user should be nominated as the default QA manager for all new reported incidents of non-conformance. You define the default QA manager by adding their Sage X3 user code to the Folder or Site level parameter NCSQADEF - Default QA manager (chapter TC, group NCS) – but only after their user parameter has been set.
Where $1$=Sage X3 user code. Each non-conformance record must have a nominated Planner (field Planner). A Planner (or project manager) is an active Sage X3 user who has been authorized to perform that particular role within your Non-conformance management process. This means that the Active check box on their User record is selected and their 'Planner' approval parameter NCSPLANNER - Planner (chapter TC, group NCS) is 'Yes'. One 'planner' user should be nominated as the default planner for all new reported incidents of non-conformance. You define the default planner by adding their user code to the Folder or Site level parameter NCSPLADEF - Default planner (chapter TC, group NCS) – but only after their user parameter has been set.
Where $1$=Sage X3 user code. You can assign Sage X3 users as subject matter experts, or 'approvers' to review and confirm an incidence of non-conformance. The Sage X3 user code selected is invalid. This might be because they are not an active Sage X3 user or because they have not been authorized for the particular Non-conformance management role you tried to assign them to. Although you can associate multiple 'approvers' and multiple transaction types with a single non-conformance, you can only associate a single 'approver' with a single transaction type. Parameters
You can only change the status of this non-conformance if you are the assigned QA manager.
You can revert a non-conformance from status 'In planning' to status 'In review'. If you confirm your action the system automatically deletes the corrective and preventive Action plan. Are you sure you want to do this?
A non-conformance is status driven ('New', 'In review', 'In planning', 'Being implemented', 'Completed', 'Close'). You have attempted to change to a status that is not a preceding, or the next status in the corrective and preventive cycle. Additionally, some statuses (status 'In planning', 'Being implemented', 'Completed') are directly linked with the status of the Action plan. This can lock (prevent changes to) the non-conformance whilst the Action plan is in progress.
Where $1$=Contact within selected customer or supplier organization; $2$=Customer/Supplier. You can only add a contact that is associated with the selected customer or supplier.
Why are you rejecting this incidence of non-conformance? Please select the reason in the field Reason for rejection (field REJECTCOD) to ensure the decision made by the Quality team is recorded formally. You are advised to expand upon the selected reason in the field Additional information (field REJDESC).
This incidence of non-conformance has already been reported for the defined product code by this source (supplier, customer, internal user, external contact).
This message is displayed if an internal link to the attached document line has failed. Check if the defined line on the attached document still exists. It might have been deleted.
This message is displayed if the attached transaction line is a purchase receipt line that has been split. That is, the original order quantity has been received in multiple deliveries or it has been distributed to multiple warehouses. You cannot specify a split receipt line. You could link this non-conformance to the transaction header instead of the transaction line.
An Sage X3 user can only be deactivated from a specific Non-conformance role if all non-conformance incidents to which they have been assigned are closed.
Documents can be linked to incidents of non-conformance from a linked function such as Purchase receipts when a non-conformity is observed, or added to a non-conformance incident manually. Once linked, non-conformance quantities can be changed and documents activated, and deactivated. Changing the source document, however, does not change the non-conformance information potentially leading to discrepancies between the two sets of information (the source document and the non-conformance).
Deleting a document linked to a non-conformance does not delete the non-conformance. A non-conformance incident can only be deleted if parameter NCSDEL - Delete non-conformance (chapter TC, group NCS) is set to 'Yes' and the non-conformance is at status 'New'.
Where $1$=Non-conformance ID (field NCSID). This message is displayed if an internal link in the system has failed and it is not able to access the non-conformance incident selected. If a second attempt to access the non-conformance incident fails and the error is redisplayed you should contact your system administrator.
No changes are permitted at all once a non-conformance is closed.
An Sage X3 user can only be deactivated from a specific Non-conformance role if all non-conformance incidents to which they have been assigned are closed.