Batch Management

EHP3 for SAP ERP 6.0

June 2008 English

Batch Management (117)

SAP AG Dietmar-Hopp-Allee 16 69190 Walldorf Germany

Building Block Configuration Guide

SAP Best Practices Batch Management (117): Configuration Guide

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Example

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Cross-references to other documentation.

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Contents

1 Purpose ........................................................................................................................................... 6 2 Preparation ..................................................................................................................................... 6

2.1 Prerequisites ........................................................................................................................ 6 3 Batch Management General.......................................................................................................... 6

3.1 Defining Batch Level ........................................................................................................... 6 3.2 Activating Status Management ........................................................................................... 7 3.3 Converting Batch Level ....................................................................................................... 7 3.4 Converting Status Management ......................................................................................... 8 3.5 Activating Internal Batch Number Assignment .................................................................. 8 3.6 Internal Batch Number Assignment for Assigned Goods Receipt ................................... 9 3.7 Updating LOBM Standard Characteristics (only Expiration Date) ................................... 9

4 Essential Master Data .................................................................................................................. 10 4.1 General Master Data for Batch Determination and Batch Check .................................. 10

4.1.1 Creating Characteristics (FIFO only) ........................................................................... 10 4.1.2 Creating Classes (FIFO and Expiration Date) ............................................................ 11 4.1.3 Creating Sort Sequences (FIFO and Expiration Date) ............................................... 12

5 Configuration of Batch Management .......................................................................................... 13 5.1 Configuration for Batch Management General ................................................................ 13

5.1.1 Activating Batch Classification for Goods Movements in IM ...................................... 13 5.1.2 Making Settings for Batch Where-Used List ............................................................... 14 5.1.3 Setting Expiration Date Check for Plant (Expiration Date only) ................................. 15 5.1.4 Setting Expiration Date Checks for Movement Types (Expiration Date only) .......... 16

5.2 Configuration for Batch Determination and Batch Check ............................................... 17 5.2.1 MM Batch Determination and Batch Check ................................................................ 17

5.2.1.1 Defining Inventory Management Strategy Types (FIFO & Expiration Date) .... 17 5.2.1.2 Defining Inventory Management Search Procedure ......................................... 18 5.2.1.3 Allocating IM Search Procedure/Activating Check ............................................ 19

5.2.2 PP Batch Determination and Batch Check ................................................................. 20 5.2.2.1 Defining Production Order Strategy Types (FIFO & Expiration Date) .............. 20 5.2.2.2 Defining Production / Process Order Search Procedure .................................. 21

5.2.3 SD Batch Determination and Batch Check ................................................................. 22 5.2.3.1 Defining Sales & Distribution Strategy Types (FIFO & Expiration Date) ......... 22 5.2.3.2 Defining Sales and Distribution Search Procedure ........................................... 23 5.2.3.3 Allocating SD Search Procedure/Activating Check ........................................... 24


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5.2.3.4 Defining Item Categories for Batch Sub Items ................................................... 26 5.2.3.5 Activating Automatic Batch Determination in SD (Item Cat Delivery) .............. 27

5.3 Batch Split Processing in SD ............................................................................................ 29 5.3.1 Deliveries with Batch Split ............................................................................................ 29

5.3.1.1 Defining Item Category Determination in Deliveries .......................................... 29 5.3.1.2 Foreign Trade: Defining Procedures and Setting Default Values..................... 30

5.3.2 Billing of Batch Split Items ............................................................................................ 31 5.3.2.1 Maintaining Copy Control for Billing Documents ............................................... 31

6 Master Data .................................................................................................................................. 32 6.1 Material Master .................................................................................................................. 32

6.1.1 Creating Material Master: Assigning Class (FIFO & EXP DATE) .............................. 32 6.1.2 Changing Material Master: Activating Batch Management ........................................ 33 6.1.3 Changing Material Master: Maintaining Expiration Date (only PI) ............................. 34

6.2 Batch Search Strategies - Condition Records ................................................................. 35 6.2.1 Batch Search Strategy for Inventory Management (FIFO and Exp. Date) ............... 35

6.2.1.1 Batch Search Strategy for Inventory Management (FIFO) ............................... 35 6.2.1.2 Batch Search Strategy for Inventory Management (EXP DATE) ..................... 37

6.2.2 Batch Search Strategy for Sales and Distribution (FIFO and EXP Date) ................. 38 6.2.2.1 Batch Search Strategy for Sales and Distribution (FIFO) ................................. 38 6.2.2.2 Batch Search Strategy for Sales and Distribution (EXP Date) ......................... 39


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Batch Management

1 Purpose This configuration guide provides the information you need to set up the configuration of this building block manually.

If you do not want to configure manually and prefer an automated installation process using BC Sets and other tools, refer to the installation guide of this building block.

2 Preparation

2.1 Prerequisites Before you start installing this scenario, you must install prerequisite building blocks. For more information, see the Building Block Prerequisites Matrix for SAP Best Practices Baseline Package.

3 Batch Management General

3.1 Defining Batch Level

Use This transaction enables you to set the batch level for batch management. Three unique options for a material are available:

At plant level

At material level

At client level

Prerequisites If the material or client level for a material is chosen, check that no materials exist in stock. If a material exists in stock, the level may not be changeable.

Procedure 1. Access the activity using one of the following navigation options:

Transaction code OMCE

IMG menu Logistics - General Batch Management Specify Batch Level and Activate Status Management

2. Choose Batch Level.


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3. On the Define Batch Level screen, choose Batch unique at material level and choose Save (Ctrl + S).

4. If the system displays any warning messages, continue by choosing Enter.

Result The batch level has been set to the material level.

3.2 Activating Status Management

Use The purpose of this activity is to set the batch management to active status in the client.

Prerequisites The batch level should be set before the batch management is set to active.


Transaction code OMCS


2. Choose Batch status management.

3. Choose Batch status management active.

4. Choose Save (Ctrl + S).

Result The batch level status has been activated.

3.3 Converting Batch Level

Use The purpose of this activity is to activate the conversion of the batch level. Carefully consider this step, because it is very difficult to change the batch level once materials exist in stock.

Prerequisites The batch level has been chosen. The project should carefully review which batch level is needed before configuration and creation of master data is begun.



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Transaction code OMCT


2. On the Batch definition screen, choose Batch level Conversion.

3. In the dialog box, choose No. The status bar will display a notification of success.

Result The batch level has been converted.

3.4 Converting Status Management

Use This activity converts the batch management status to active.

Prerequisites The status of batch management has been set from inactive to active.


Transaction code OMCT


2. Choose Batch status management Conversion.

3. In the dialog box, choose Yes to run the conversion in test mode. If this test run is successful, you should run the conversion directly, choosing No.

Result The batch status level has been converted.

3.5 Activating Internal Batch Number Assignment

Use The purpose of this activity is to set the internal number assignment of batches to automatically active.


Transaction code OMCZ


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IMG menu Logistics - General Batch Management Batch Number Assignment Activate Internal Batch Number Assignment

2. Choose Activate batch number assignment.

3. Choose Automatic batch number assignment active and choose Save (Ctrl + S).

4. In the Prompt for Local Workbench Request dialog box, choose Create request.

5. In the Create Request dialog box, in Short Description, enter a short description (for example, J05 Activities), then choose Save (Ctrl + S).

6. Choose Continue (Enter).

7. Choose Back (F3).

3.6 Internal Batch Number Assignment for Assigned Goods Receipt

Use The purpose of this activity is to set the internal number allocation of batches at goods receipt to automatic.


Transaction code SPRO

IMG menu Logistics - General Batch Management Batch Number Assignment Activate Internal Batch Number Assignment

2. Choose the activity Internal Batch Number Assignment for Assigned Goods Receipt.

3. On the Change View Internal Batch Number Assignment for Assigned Goods Receipt screen, make the following entries:

Plant Bch no. automatic f. GR w. acctAssg

Plant_1 (1000) X

Plant_2 (1100) X

4. Choose Save.

3.7 Updating LOBM Standard Characteristics (only Expiration Date)

Use The purpose of this activity is to copy LOBM standard characteristics from client 000 to the development client.


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Transaction code BMSM

IMG menu Logistics - General Batch Management Batch Valuation Update Standard Characteristics

2. In the Update the Standard Features dialog box, choose Yes.

3. On the Copy Object Lists between clients screen, choose Back (F3).

4. On the Maintaining Standard Characteristics with objects dependencies screen, choose Back (F3).

Result You have copied the LOBM standard characteristics from client 000 into your development client.

4 Essential Master Data

4.1 General Master Data for Batch Determination and Batch Check

4.1.1 Creating Characteristics (FIFO only)

Use The purpose of this activity is to prepare the master data for the search strategy.


SAP ECC menu Logistics Central Functions Variant Configuration Environment Classification Master Data Characteristics

Transaction code CT04

2. Create class characteristic YB_FIFO Internal Batch Number FIFO with the following entries:

Field name Input

Characteristic Name YB_BATCH_NUMBER

Basic Data

Description Batch Number

Data Type CHAR



Field name Input

Number of Chars 10

Single Value X

Additional Data

Table Name MCH1

Field Name CHARG

3. Save your entries.

4. Create class characteristic YB_BATCH_SUPPLIER_BATCH_NO Vendor Batch Number with the following entries:

Field name Input

Characteristic Name YB_ SUPPLIER_BATCH_NUMBER

Basic Data

Description Vendor Batch Number

Data Type CHAR

Number of Chars 15

Single Value X

Additional Data

Table Name MCH1

Field Name LICHA


Result The class characteristics YB_FIFO and YB_BATCH_SUPPLIER_BATCH_NO are created.

4.1.2 Creating Classes (FIFO and Expiration Date)

Use The purpose of this activity is to prepare the master data for the search strategy.

In this step, you define two classes for use with batches. One class contains the characteristic LOBM_VFDAT: Expiration Date, and the other class with three characteristics: LOBM_RLZ Remaining shelf life for batch, LOBM_LFDAT Batch determination delivery date, and LOBM_VFDAT Expiration date, shelf life.

The class YB_BATCH is used for the FIFO search strategy.


SAP ECC menu Logistics Central Functions Variant Configuration Environment Classification Master Data Classes



Transaction code CL01

2. Enter the class and the class type as follows, choose Create and maintain the other necessary master data manually.

Class Class type

Description Characteristic Characteristic Characteristic

YB_BATCH 023 Batch FIFO YB_BATCH_NUMBER

YB_SUPPLIER_BATCH_NUMBER

YB_EXP_DATE_001

023 Products with Expiration Date

LOBM_VFDAT

YB_EXP_DATE_002

023 Search class with expiration date

LOBM_RLZ LOBM_LFDAT LOBM_VFDAT


Result The materials are later assigned to class 023_001 (YB_EXP_DATE_001) or YB_BATCH in the material masters. 023_002 (YB_EXP_DATE_002) is used in the batch determination search strategies for SD and PP/PI.

4.1.3 Creating Sort Sequences (FIFO and Expiration Date)

Use The purpose of this activity is to create the sort sequence used to sort batches during batch determination. In this case, the characteristic LOBM_VFDAT: Expiration Date, Shelf Life is assigned to the sort class YB_EXP_DATE_SORT. FIFO-sorting is sorting batches first-in-first-out.

Prerequisites As a rule, all characteristics (this applies to standard characteristics as well as to user-defined characteristics) used in the sort sequence must also be contained in the batch class.


SAP ECC menu Logistics Batch Management Batch Determination Selection and Sort Sort Rule Create

Transaction code CU70

2. To maintain the necessary master data manually, enter the sort sequence as follows, choose Enter and make the following entries:

Sort sequence Description Status Characteristic name

YB_FIFO_SORT Sorting rule batch number 1-Released YB_BATCH_NUMBER

YB_EXP_DATE_SORT Sorting rule expiration date 1-Released LOBM_VFDAT

In Russia: MHD



3. Save your entry.

Result The sort sequences were created.

5 Configuration of Batch Management

5.1 Configuration for Batch Management General 5.1.1 Activating Batch Classification for Goods Movements in

IM

Use The purpose of this activity is to activate batch classification for goods movements in IM.


Transaction code OMCV

IMG menu Logistics - General Batch Management Batch Valuation Valuation for Goods Movement in Inventory Management Activate Batch Classification for Goods Movements in IM

2. On the Classify Batches Within Goods Movement screen, make the following entries and then choose Save (Ctrl + S):

Movement Type Batch Classification

101 4

102 4

103 1

105 4

131 4

132 4

301 4

302 4

305 4

309 4

310 4

311 1 (changed from 4 to 1)

315 4



Movement Type Batch Classification

319 4 (new)

321 3

323 3

325 4

342 4

451 4

453 4

501 1

503 4

505 4

511 4

521 4

523 4

525 4

531 4

541 3

543 3

561 4

562 4

563 4

565 4

651 3

653 3

655 3

Result You have activated batch classification for goods movements in IM.

5.1.2 Making Settings for Batch Where-Used List

Use The purpose of this activity is to make the settings for the batch where-used list.





IMG menu Logistics - General Batch Management Batch Where-Used List Make Settings for Batch Where-Used List

2. On the Batch Where-Used List: Overview screen, make the following entries and choose Save:

Plant Description BaWU synchron. posting

PLANT_1 (1000)

Production Plant X

PLANT_2 (1100)

Distribution Plant X

Result You have made settings for the batch where-used list.

5.1.3 Setting Expiration Date Check for Plant (Expiration Date only)

Use The purpose of this activity is to set the expiration date check for relevant plants.


Transaction code OMJ5

IMG menu Logistics - General Batch Management Shelf Life Expiration Date (SLED) Set Expiration Date Check

2. On the Activate/Deactivate Expiration Date Check screen, choose Plant.

3. On the Change View Activate Exp.Date View per Plant, Mvnt Type: Overview screen, make the following entries:

Plnt BBD/ProdDt

PLANT_1 (1000) X

PLANT_2 (1000) X

4. Choose Save.

Result The expiration date is activated for the selected plants.



5.1.4 Setting Expiration Date Checks for Movement Types (Expiration Date only)

Use The purpose of this activity is to set the material shelf life expiration date check for goods receipts for movement type.

Prerequisites The shelf life expiration date of a material can only be entered if:

The minimum remaining shelf life is maintained in the material master record. The minimum remaining shelf life is the time the material must still be usable, so that the goods receipt is accepted by the system. You can define the time unit the system uses in the storage data of the material master record in the Period indicator field.

The shelf life expiration date check is active in the plant.

The shelf life expiration date check is active for the movement type.


Transaction code OMJ5

IMG menu Logistics General Batch Management Shelf Life Expiration Date (SLED) Set Expiration Date Check

2. Choose Movement Type.

3. On the Change View Expiration Date per Movement Type: Overview screen, make the following entries:

Movemnt Type Check SExpDate

101 1

105 1

123 1

305 1

315 1

501 1

503 1

505 1

511 1

521 1

523 1

525 1

531 1



Movemnt Type Check SExpDate

561 1

563 1

565 1

4. Choose Save.

Result The expiration date is required as input for the selected movement types and is checked when entered.

5.2 Configuration for Batch Determination and Batch Check

5.2.1 MM Batch Determination and Batch Check

5.2.1.1 Defining Inventory Management Strategy Types (FIFO & Expiration Date)

Use The purpose of this activity is to define the Inventory Management strategy types.



IMG menu Logistic - General Batch Management Batch Determination and Batch Check Strategy Types Define Inventory Management Strategy Types

2. On the Change View Strategy types (&1&2): overview screen, choose New Entries and make the following entries:

Field name Description User action and values Note

Condit. type YB11

Description BP: Batch number

Access seq. ME01

Selection

Class YB_BATCH

Sorting

Sort sequence YB_FIFO_SORT

Batch split




No. of splits Leave empty

Changes allowed X

Quantity proposal

Display UoM A

Dialog Batch Determin.

Leave empty

Qty proposal Leave empty




Condit. type YB12

Description BP: Expiration date

Access seq. ME01

Selection

Class YB_EXP_DATE_002

Sorting

Sort sequence YB_EXP_DATE_SORT

Batch split

No. of splits 3

Changes allowed X

Quantity proposal

Display UoM B


X




5.2.1.2 Defining Inventory Management Search Procedure

Use The purpose of this activity is to define batch search procedures for production orders and the areas Inventory Management, Warehouse Management, and Sales and Distribution.





IMG menu Logistic - General Batch Management Batch Determination and Batch Check Batch Search Procedure Definition Define Inventory Management Search Procedure

2. On the Change View Procedures: overview screen, choose New Entries and make the following entries:

Procedure Description

YB0001 BP: Search procedure

3. Select your entry (for example, YB0001) and choose Control data.

4. Make the following entries:

Step Contr CTyp

10 1 YB11

20 1 YB12



Result You have defined an inventory management search procedure.

5.2.1.3 Allocating IM Search Procedure/Activating Check

Use The purpose of this activity is to allocate the IM search procedure and activates the check.


Transaction code OMCG

IMG menu Logistic - General Batch Management Batch Determination and Batch Check Batch Search Procedure Allocation and Check Activation Allocate IM Search Procedure /Activate Check

2. On the Change View Search Procedures: batch determine. MM: overview screen, choose movement type 261 (GI for order) and make the following entries:

MvT Movment Type Text S Special Stock description

Search Check batch

261 GI for order YB0001 X





Result You have allocated the IM search procedure and activated the check.

5.2.2 PP Batch Determination and Batch Check

5.2.2.1 Defining Production Order Strategy Types (FIFO & Expiration Date)

Use The purpose of this activity is to define the process order strategy types.



IMG menu Logistic - General Batch Management Batch Determination and Batch Check Strategy Types Define Production Order Strategy Types



Condit. type YB11


Access seq. C001

Selection

Class YB_BATCH

Sorting


Batch split


Changes allowed X

Quantity proposal

Display UoM A


Leave empty







Condit. type YB12


Access seq. C001

Selection


Sorting


Batch split

No. of splits 3

Changes allowed X

Quantity proposal

Display UoM B


X




Result You have defined process order strategy types.

5.2.2.2 Defining Production / Process Order Search Procedure



IMG menu Logistic - General Batch Management Batch Determination and Batch Check Batch Search Procedure Definition Define Production Order Search Procedure







4. Select your entry (for example, YB0001) and choose Control.


Step Contr CTyp

10 1 YB11

20 1 YB12

6. Choose Save (Ctrl + S)


Result You have defined a production order search procedure.

5.2.3 SD Batch Determination and Batch Check

5.2.3.1 Defining Sales & Distribution Strategy Types (FIFO & Expiration Date)



IMG menu Logistic - General Batch Management Batch Determination and Batch Check Strategy Types Define Sales & Distribution Strategy Types



Condit. type YB11


Access seq. SD01

Selection

Class YB_BATCH

Sorting


Batch split


Changes allowed X

Quantity proposal

Display UoM A





Leave empty





Condit. type YB12


Access seq. SD01

Selection


Sorting


Batch split

No. of splits 3

Changes allowed X

Quantity proposal

Display UoM B


X




Result The SD batch search strategy types have been created.

5.2.3.2 Defining Sales and Distribution Search Procedure

Use The purpose of this activity is to define batch search procedures for production orders and the areas Inventory Management, Warehouse Management, and Sales and Distribution.





IMG menu Logistic - General Batch Management Batch Determination and Batch Check Batch Search Procedure Definition Define Inventory Management Search Procedure




3. Select your entry (for example, YB0001) and choose Control data.


Step Contr CTyp

10 1 YB11

20 1 YB12



Result You have defined an SD search procedure.

5.2.3.3 Allocating SD Search Procedure/Activating Check

Use The purpose of this activity is to allocate the IM search procedure and activates the check.



IMG menu Logistic - General Batch Management Batch Determination and Batch Check Batch Search Procedure Allocation and Check Activation Allocate SD Search Procedure /Activate Check

2. On the Change View Search Procedure for Batches: Determination in Sales Docs screen, choose New Entries.

3. On the New Entries: Overview of Added Entries screen, make the following entries:

Sales Org. Distribution Channel Division Sales DocType

Search Procedure

Check Batch

SALES_ORG1 (1000)

DISTRIBUTION_CHANNEL1 (10)

DIVISION1 (10)

DL YB0001 X

SALES_ORG1 (1000)


DIVISION1 (10)

FD YB0001 X




Search Procedure

Check Batch

SALES_ORG1 (1000)


DIVISION1 (10)

KB YB0001 X

SALES_ORG1 (1000)


DIVISION1 (10)

OR YB0001 X

SALES_ORG1 (1000)


DIVISION1 (10)

SO YB0001 X

SALES_ORG1 (1000)


DIVISION1 (10)

YBFD YB0001 X

SALES_ORG1 (1000)


DIVISION1 (10)

YBRE YB0001 X

SALES_ORG1 (1000)


DIVISION1 (10)

DL YB0001 X

SALES_ORG1 (1000)


DIVISION1 (10)

FD YB0001 X

SALES_ORG1 (1000)


DIVISION1 (10)

KB YB0001 X

SALES_ORG1 (1000)


DIVISION1 (10)

OR YB0001 X

SALES_ORG1 (1000)


DIVISION1 (10)

SO YB0001 X

SALES_ORG1 (1000)


DIVISION1 (10)

DL YB0001 X

SALES_ORG1 (1000)


DIVISION1 (10)

FD YB0001 X

SALES_ORG1 (1000)


DIVISION1 (10)

KB YB0001 X

SALES_ORG1 (1000)


DIVISION1 (10)

NL YB0001 X

SALES_ORG1 (1000)


DIVISION1 (10)

OR YB0001 X

SALES_ORG1 (1000)


DIVISION1 (10)

SO YB0001 X


Search Procedure

Check Batch

SALES_ORG1 (1100)


DIVISION1 (10)

DL YB0001 X

SALES_ORG1 (1100)


DIVISION1 (10)

FD YB0001 X




Search Procedure

Check Batch

SALES_ORG1 (1100)


DIVISION1 (10)

KB YB0001 X

SALES_ORG1 (1100)


DIVISION1 (10)

OR YB0001 X

SALES_ORG1 (1100)


DIVISION1 (10)

SO YB0001 X

SALES_ORG1 (1100)


DIVISION1 (10)

YBFD YB0001 X

SALES_ORG1 (1100)


DIVISION1 (10)

YBRE YB0001 X

SALES_ORG1 (1100)


DIVISION1 (10)

DL YB0001 X

SALES_ORG1 (1100)


DIVISION1 (10)

FD YB0001 X

SALES_ORG1 (1100)


DIVISION1 (10)

KB YB0001 X

SALES_ORG1 (1100)


DIVISION1 (10)

OR YB0001 X

SALES_ORG1 (1100)


DIVISION1 (10)

SO YB0001 X

SALES_ORG1 (1100)


DIVISION1 (10)

DL YB0001 X

SALES_ORG1 (1100)


DIVISION1 (10)

FD YB0001 X

SALES_ORG1 (1100)


DIVISION1 (10)

KB YB0001 X

SALES_ORG1 (1100)


DIVISION1 (10)

NL YB0001 X

SALES_ORG1 (1100)


DIVISION1 (10)

OR YB0001 X

SALES_ORG1 (1100)


DIVISION1 (10)

SO YB0001 X

4. Choose Save.

Result You have allocated the SD search procedure and activated the check.

5.2.3.4 Defining Item Categories for Batch Sub Items

Use



The purpose of this activity is to define the item categories YB99 and YB98 (return) for batch split items.



IMG menu Sales and Distribution Sales Sales Documents Sales Document Item Define Item Category

2. On the Change View Maintain Item Categories: Overview screen, choose Position. 3. Enter TAN in the input field Item category in the Another entry dialog box.


5. On the Change View Maintain Item Categories: Overview screen, mark the line of item category TAN and choose Copy As(F6).

6. On the Change View Maintain Item Categories: Details of Selected Set screen, make the following entries (do not overwrite or delete existing field values):


Item Category YB99 - Batch Sub Item 7. Choose Enter.

8. Confirm the Dependent entries for copying control dialog box with Enter.


10. On the Change View Maintain Item Categories: Overview screen, choose Position. 11. Enter REN in the input field Item category in the Another entry dialog box.


13. On the Change View Maintain Item Categories: Overview screen, mark the line of item category REN and choose Copy As(F6).

14. On the Change View Maintain Item Categories: Details of Selected Set screen, make the following entries (do not overwrite or delete existing field values):


Item Category YB98 Batch Sub Item Billing Relevance

A

Determine Cost No 15. Choose Enter.

16. Confirm the Dependent entries for copying control dialog box with Enter.



5.2.3.5 Activating Automatic Batch Determination in SD (Item



Cat Delivery)

Use The purpose of this activity is to activate automatic batch determination in SD.

General Information: The Automatic Batch Determination can be done either on Sales order level or in the delivery. When you assign the Batch already in the Sales Order a batch split is not possible. The standard configuration foresees the Automatic Batch Determination in the Delivery.



IMG menu Logistics - General Batch Management Batch Determination and Batch Check Activate Automatic Batch Determination in SD

2. Choose Activate Automatic Batch Determination for Delivery Item Cat and make the following entries:

Item Category Description Automatic Batch Determination

KBN Consignment Fill-up X

KLN InterCo Stock Tr.Itm X

NLC StandStockTransItem X

NLN Free of Charge Item X

RTTC SPE Ret.pos.to Cust. X

RTTR SPE Ret.pos.Over. X

TAN Standard Item X

TAQ Pric.at Header Level X

YBAB Standard Item IM X

YBAO Standard Item X

YBEN Free of Charge Exps X

YBLN Order BOS/Std Item X

YB99 Batch Sub Item X





5.3 Batch Split Processing in SD 5.3.1 Deliveries with Batch Split

5.3.1.1 Defining Item Category Determination in Deliveries

Use The purpose of this activity is to define item category determination in deliveries.


Transaction code 0184

IMG menu Logistics Execution Shipping Deliveries Define Item Category Determination in Deliveries

2. On the Change View Delivery item category determination: Overview screen, choose New Entries.


DlvT ITCG Usg. ITMC ITMC

LF ERLA CHSP KLN KLN

LF ERLA CHSP NLC NLC

LF ERLA CHSP NLN NLN

LF ERLA CHSP YBLN YBLN

LF NORM CHSP YB99

LF NORM CHSP KLN KLN

LF NORM CHSP NLC NLC

LF NORM CHSP NLN NLN

LF NORM CHSP TANN TANN

LF NORM CHSP YBLN TAN

NL ERLA CHSP NLN NLN

NL NORM CHSP NLN NLN

NLCC ERLA CHSP NLC NLC

NLCC NORM CHSP NLC NLC

LR NORM CHSP YB98





5.3.1.2 Foreign Trade: Defining Procedures and Setting Default Values

Use In this step the proposal for foreign trade procedure is set.


Transaction code OVE7

IMG menu Sales and Distribution Foreign Trade/Customs Basis Data for Foreign Trade Define Procedures and Default Values

2. Choose Define procedure default.

3. Choose New Entries.

4. Define Procedure Default.


Country RU

SOrg. Sales Organization 1000

Distr. Chl. Distribution Channel

10

Division 10

Exp/ImpGrp. Blank

Item cat. YB98

Procedure 10000

5. Choose Next Entry.



Country RU

SOrg. Sales Organization

1100


10

Division 10

Exp/ImpGrp. Blank

Item cat. YB98

Procedure 10000






Country RU

SOrg. Sales Organization

1000


10

Division 10

Exp/ImpGrp. Blank

Item cat. YB99

Procedure 10000




Country RU

SOrg. Sales Organization 1100


10

Division 10

Exp/ImpGrp. Blank

Item cat. YB99

Procedure 10000


5.3.2 Billing of Batch Split Items

5.3.2.1 Maintaining Copy Control for Billing Documents

Use The purpose of this activity is to maintain the copy control for billing documents.


Transaction code VTFL

IMG menu Sales and Distribution Billing Billing Documents Maintaining Copying Control for Billing Documents



2. Choose Copying control: Delivery document to billing document.

3. Choose Display/Change. On the Change View Delivery item category determination: Overview screen, choose New Entries. Make the following entries:

Target Billing Type

From de-livery type

Item Cate-gory

Copy-ing re-quire-ments

Data trans-fer VBRK

Data trans-fer VBRK/VBRP

Data trans-fer KOMV

Pri-cing Type

Pos. Neg. Quan-tity

Billing Quan-tity

F2 LF KLN 004 000 001 000 G + G

F2 LF TAN 004 000 007 000 G + G

F2 LF TANN 004 000 001 000 G + G

F2 LF YBLN 004 000 001 000 G + G

F8 LF KLN 010 000 000 000 G H

F8 LF TAN 010 000 000 000 G H

F8 LF TANN 010 000 000 000 G H

F8 LF YBLN 010 000 000 000 G H

IV NLCC NLC 018 000 000 000 B + G

IV NLCC NLN 018 000 000 000 B + G

YBRE LF YB98 004 000 001 000 G +

F8 LR YB99 010 000 000 000 G G


6 Master Data

6.1 Material Master 6.1.1 Creating Material Master: Assigning Class (FIFO & EXP

DATE)

Use The purpose of this activity is to create the classification view of batch managed trading materials, for example, Trade21 (H21) and Trade22 (H22). The class assignment of the process specific materials is done in the scenario level.

Class YB_BATCH is used for FIFO searched batches.

Class YB_EXP_DATE_001 is used for expiration date searched batches.

Procedure



1. Access the activity using one of the following navigation options:

SAP ECC menu Logistics Materials Management Material Master Material Create (General) Immediately

Transaction code MM01

2. On the Create Material (Initial Screen) screen, enter TRADE21 (H21) in input field Material and choose Enter.

3. Choose Enter to confirm the information message.

4. On the Select view(s) screen, mark the view Classification and choose Enter.

5. On the Class type (1) screen, select class type 023 and double-click.

6. On the Classification screen, enter class YB_BATCH (FIFO) in input field Class and choose Enter.


8. Repeat steps 1 to 7 using material TRADE22 (H22) and class YB_EXP_DATE_001 (EXP DATE).

6.1.2 Changing Material Master: Activating Batch Management

Use The purpose of this activity is to activate batch management for trading materials TRADE21 (H21 or H22). Activation of batch management for process specific materials is done in the scenario level.

Prerequisite The materials TRADE21 (H21 or H22) must be virgin, that means they must not have stocks and must not be used in any documents, to be able to make them relevant to batch management.


SAP ECC menu Logistics Materials Management Material Master Material Change Immediately


2. On the Change Material (Initial Screen) screen, enter TRADE21 (H21) in input field Material and choose Select view(s).

3. On the Select view(s) screen, mark view General Plant Data / Storage 1 and choose Organizational levels.

4. On the Organizational levels screen, enter PLANT_1 (1000) in input field Plant and choose Enter.

5. On the Change Material TRADE21 (H21) screen, select the checkbox Batch management (checkbox must be flagged).




7. Repeat steps 1-6 with material TRADE22 (H22)

6.1.3 Changing Material Master: Maintaining Expiration Date (only PI)

Use These settings are only required for materials controlled with exp. Data. Here for trading material, for example, TRADE22 (H22).

Prerequisite The material TRADE22 (H22) must exist in material master. The subsequent fields are on client level and used for every plant.

Dependencies The period (day, week, month, year) depends on the entry in the Period indicator field.

Minimum Remaining Shelf Life: Minimum amount of time for which the material must keep upon goods receipt for the goods receipt to be accepted by the system.

Total shelf life: Period for which the material will keep in total, that is, from the date of production to the shelf life expiration date.

Value entered in the material master record. The system assumes that the date entered upon goods receipt is the material's date of production. It then calculates a shelf life expiration date from the date of production plus the total shelf life.

No value entered in the material master record. The system assumes that the date entered upon goods receipt is the material's shelf life expiration date.

In both cases, the system updates the shelf life expiration date in the batch master record and in the material document if the goods receipt is accepted.

The shelf life is checked upon goods receipt only if this check has been activated in Customizing for Inventory Management in the activity Set expiration date check.


SAP ECC menu Logistics Materials Management Material Master Material Change Immediately


2. On the Change Material (Initial Screen) screen, enter TRADE22 (H22) in input field Material and choose Select view(s).

3. On the Select view(s) screen, mark view General Plant Data / Storage 1 and choose Organizational levels.

4. On the Organizational levels screen, delete any value in input field Plant and choose Enter. Note that the fields are on client level and not on plant level.

5. On the Change Material TRADE22 (H22) screen, make the following entries:



Material Period Indicator for Shelf Life Expiration Date

Minimum Remaining Shelf

Total shelf life

Unit for maximum storage period

TRADE22 (H22)

D 180 365


6.2 Batch Search Strategies - Condition Records 6.2.1 Batch Search Strategy for Inventory Management (FIFO

and Exp. Date)

6.2.1.1 Batch Search Strategy for Inventory Management (FIFO)

Use The purpose of this activity is to create batch search strategies for inventory management for material TRADE21 (H21).


SAP ECC menu Logistics Central functions Batch Management Batch Determination Batch Search Strategy For Inventory Management

Transaction code MBC1

2. On the Create Batch Search Strategy: Initial Screen, enter YB11 in input field Strategy type and choose Key Combination.

3. In the Key Combination dialog box, choose Movement Type / Material and choose Enter.

4. On the Create BP: Batch Number (YB11): Fast Entry screen, enter 601 in the Movement Type field.

5. Make the following entries for Movement Type/Material:

Material No. batch splits

Changes allowed

Dialog batch determi-nation

Dialog UoM

Quantity proposal

Over-delivery allowed

Sel. Type

TRADE21 (H21)

99 X X A 1 X O





Changes allowed

Dialog batch determination

Dialog UoM

Quantity proposal

Overdelivery allowed

Sel. Type

TRADE21 (H21)

99 X X A 1 X O

7. Choose Enter.

8. Select the entered line and choose Selection criteria.

9. The batch class YB_BATCH assigned to the material and the characteristics of the class are shown. Confirm the data by choosing Enter and Back (F3).

10. On the Create BP: Batch Number (YB11): Fast Entry screen, select the entered line again and choose Sort.

11. On the Create BP: Batch Number (YB11): Sort Rule screen, enter YB_FIFO_SORT in input field Sort rule.

12. Choose Enter and Back (F3).


14. Repeat steps 3 to 11 for material TRADE21 (H21) and the following movement types:

Movement Type Description

601 (already done) GI for sales order

201 GI for cost center

231 GI for sales order

251 GI for sales

291 GI all acc. assigmts

301 TF trfr plnt to plnt

303 TF rem.fm stor.to pl

311 TF trfr within plant

313 TF rem.fm str.toSLoc


451 GI returns

551 GI scrapping

553 GI scrapping QI

555 GI scrapping blocked

557 GI adjust. transit

557 GI adjust. Transit




6.2.1.2 Batch Search Strategy for Inventory Management (EXP DATE)

Use The purpose of this activity is to create batch search strategies for inventory management for material TRADE22 (H22).


SAP ECC menu Logistics Central functions Batch Management Batch Determination Batch Search Strategy For Inventory Management

Transaction code MBC1

2. On the Create Batch Search Strategy: Initial Screen, enter YB12 in input field Strategy type and choose Enter.

3. In the Key Combination dialog box, choose Movement Type / Material and choose Enter.

4. On the Create BP: Batch Number (YB11): Fast Entry screen, enter 601 in the Movement Type field.



Changes allowed


Dialog UoM

Quantity proposal

Over delivery allowed

Sel. Type

TRADE22 (H22)

99 X X A 1 X O

6. Choose Enter.


8. The batch class YB_EXP_DATE_002 assigned to the material and the characteristics of the class are shown. Confirm the data by choosing Enter and Back (F3).


10. On the Create BP: Batch Number (YB11): Sort Rule screen, enter YB_EXP_DATE_SORT in input field Sort rule.



13. Repeat steps 3 to 11 for material TRADE22 (H22) and the following movement types:


601 (already done) GI for sales order

201 GI for cost center

231 GI for sales order

251 GI for sales




291 GI all acc. assigmts

301 TF trfr plnt to plnt


311 TF trfr within plant



451 GI returns

551 GI scrapping

553 GI scrapping QI

555 GI scrapping blocked

557 GI adjust. transit

557 GI adjust. Transit


6.2.2 Batch Search Strategy for Sales and Distribution (FIFO and EXP Date)

6.2.2.1 Batch Search Strategy for Sales and Distribution (FIFO)

Use The purpose of this activity is to create batch search strategies for sales and distribution for material TRADE21 (H21).


SAP ECC menu Logistics Central functions Batch Management Batch Determination Batch Search Strategy For Sales and Distribution

Transaction code VCH1

2. On the Create Batch Search Strategy: Initial Screen, enter YB11 in input field Strategy type.

3. In the Key Combination dialog box, choose Material and choose Enter.



4. On the Create BP: Batch Number (YB11): Fast Entry screen, make the following entries:


Changes allowed


Dialog UoM

Quantity proposal


Sel. Type

TRADE21 (H21)

99 X X A 1 X O

5. Choose Enter.


7. The batch class YB_BATCH assigned to the material and the characteristics of the class are shown. Confirm the data by choosing Enter and Back (F3).


9. On the Create BP: Batch Number (YB11): Sort Rule screen, enter YB_FIFO_SORT in input field sort rule.



6.2.2.2 Batch Search Strategy for Sales and Distribution (EXP Date)

Use The purpose of this activity is to create batch search strategies for sales and distribution for material TRADE22 (H22).


SAP ECC menu Logistics Central functions Batch Management Batch Determination Batch Search Strategy For Sales and Distribution

Transaction code VCH1

2. On the Create Batch Search Strategy: Initial Screen, enter YB12 in input field Strategy type.

3. In the Key Combination dialog box, choose Material and choose Enter.

4. On the Create BP: Batch Number (YB11): Fast Entry screen, make the following entries:


Changes allowed


Dialog UoM

Quantity proposal


Sel. Type

TRADE22 (H22)

99 X X A 1 X O

5. Choose Enter.




7. The batch class YB_EXP_DATE_002 assigned to the material and the characteristics of the class are shown. Confirm the data by choosing Enter and Back (F3).


9. On the Create BP: Batch Number (YB11): Sort Rule screen, enter YB_EXP_DATE_SORT in input field sort rule.



Batch Management

Documents

Transcript of Batch Management