SAP S/4HANA
November 2015
English
Batch Management (BLH)
Building Block Configuration Guide
SAP SE
Dietmar-Hopp-Allee 16
69190 Walldorf
Germany
SAP Best Practices
Batch Management (BLH): Configuration Guide
Copyright
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names, screen titles, buttons as well as menu names, paths and
options.
Cross-references to other documentation.
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Batch Management (BLH): Configuration Guide
Content
Batch Management ................................................................................................................... 5
1
Purpose .............................................................................................................................. 5
2
Preparation ......................................................................................................................... 5
3
2.1
Prerequisites ............................................................................................................ 5
2.2
Deployment Options ................................................................................................. 5
2.3
Configuration ............................................................................................................ 5
Configuration - On-Premise................................................................................................ 6
3.1
3.1.1
3.2
Batch Management General .................................................................................... 6
Internal Batch Number Assignment for Assigned Goods Receipt ....................... 6
Configuration of Batch Management ....................................................................... 6
3.2.1
Configuration for Batch Management General .................................................... 6
3.2.2
Configuration for Batch Determination and Batch Check .................................... 7
3.3
3.3.1
© SAP SE
Master Data ............................................................................................................ 13
Material Master .................................................................................................. 13
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Batch Management
1
Purpose
The purpose of this document is to describe the general configuration steps required to
manually set up the configuration within the system landscape that has already been installed
using the corresponding installation or configuration guides for installation.
If you do not want to configure manually and prefer an automated installation process using
BC Sets and other tools, refer to the Configuration Guide – Getting Started of your SAP rapiddeployment solution that is attached to the SAP Note.
This document supplements the existing Customizing documentation in the Implementation
Guide (IMG) and provides additional information where required.
2
Preparation
2.1 Prerequisites
Before you start installing this scenario, you must install the prerequisite building blocks. For
more information, see the Building Block Prerequisites Matrix.
2.2 Deployment Options
The configuration guide provides the implementation content for the different deployment
options/SAP Products S/4HANA

Public cloud (PC) – minimal scope & content

On-premise (OP) – full scope and content coverage
Depending on the use case/deployment option/ S/4HANA product version, you need to
implement the required scope/content starting with the Public cloud chapter and proceed with
the next required chapters.

For the full scope of the on-premise scope & content – PC and OP are required

For the public cloud scope & content – PC is required; OP is not required
2.3 Configuration
The following section describes the complete settings for this building block. These settings
can be divided into three main groups:

Prerequisite settings that have to be checked and which were delivered by SAP (as part
of the standard delivery)
The term Check refers to these prerequisite settings.

Settings defined by the customer (in the customer namespace and customer-specific):
The system uses automation to request individual customer settings during the
personalization process. These settings can be initial or reused from existing SAP ERP
layers and are indicated in the text by <your value>.

Additional settings that need to be made, covered either by automation or manual
configuration (in the customer namespace).
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The term Create refers to these additional settings in the text.
3
Configuration - On-Premise
3.1 Batch Management General
3.1.1 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.
Procedure
1. Access the activity using the following navigation options:
IMG Menu
Logistics - General  Batch Management  Batch Number
Assignment  Activate Internal Batch Number Assignment
Transaction
Code
SPRO
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, enter the following information:
Plant
Bch no. automatic f. GR w. acctAssg
Plant_1 (1710)
X
4. Save your entries.
3.2 Configuration of Batch Management
3.2.1 Configuration for Batch Management General
3.2.1.1
Making Settings for Batch Where-Used List
Use
The purpose of this activity is to make the settings for the batch where-used list.
Procedure
1. Access the activity using one of the following navigation options:
IMG Menu
Logistics - General  Batch Management  Batch Where-Used List 
Make Settings for Batch Where-Used List
Transaction
Code
SPRO
2. On the Batch Where-Used List: Overview screen, enter the following information and
choose Save:
Plant
© SAP SE
Description
BaWU synchron. posting
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PLANT_1 (1010)
Production Plant
X
Result
You have made settings for the batch where-used list.
3.2.2 Configuration for Batch Determination and Batch Check
3.2.2.1
MM Batch Determination and Batch Check
3.2.2.1.1
Defining Inventory Management
Strategy Types (FIFO & Expiration Date)
Use
The purpose of this activity is to define the Inventory Management strategy types.
Procedure
1. Access the activity using one of the following navigation options:
IMG Menu
Logistic - General  Batch Management  Batch Determination and
Batch Check  Strategy Types  Define Inventory Management
Strategy Types
Transaction
Code
SPRO
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
Condit. type
YB11
Description
BP: Batch number
Access seq.
ME01
Comment
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
3. Save your entries.
4. On the Change View “Strategy types (&1&2)”: overview screen, choose New Entries and
make the following entries:
Field Name
© SAP SE
Description
User Action and Values
Comment
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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
Dialog Batch Determin.
X
Qty proposal
Leave empty
5. Save your entries.
6. Choose Back (F3).
3.2.2.1.2
Check
Allocating IM Search Procedure/Activate
Use
The purpose of this activity is to allocate the IM search procedure and activates the check.
Procedure
1. Access the activity using one of the following navigation options:
IMG Menu
Logistic - General  Batch Management  Batch Determination and
Batch Check  Batch Search Procedure Allocation and Check
Activation  Allocate IM Search Procedure /Activate Check
Transaction
Code
OMCG
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
261
GI for order
S
Special Stock description
Search
Check batch
YB0001
X
3. Save your entries.
4. Choose Back (F3).
Result
You have allocated the IM search procedure and activated the check.
3.2.2.2
3.2.2.2.1.1
© SAP SE
PP Batch Determination and Batch Check
Defining Production Order Strategy Types (FIFO
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& Expiration Date)
Use
The purpose of this activity is to define the process order strategy types.
Procedure
1. Access the activity using one of the following navigation options:
IMG Menu
Logistic Types
Transaction
Code
SPRO
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
Condit. type
YB11
Description
BP: Batch number
Access seq.
C001
Comment
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
3. Save your entries.
4. 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
Condit. type
YB12
Description
BP: Expiration date
Access seq.
C001
Comment
Selection
Class
YB_EXP_DATE_002
Sorting
Sort sequence
YB_EXP_DATE_SORT
Batch split
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No. of splits
3
Changes allowed
X
Quantity proposal
Display UoM
B
Dialog Batch Determin.
X
Qty proposal
Leave empty
5. Save your entries.
6. Choose Back (F3).
Result
You have defined process order strategy types.
3.2.2.2.1.2
Defining Production / Process Order Search
Procedure
1. Access the activity using the following navigation options:
IMG Menu
Logistic - General  Batch Management  Batch Determination and
Batch Check  Batch Search Procedure Definition  Define
Production Order Search Procedure
Transaction
Code
SPRO
2. On the Change View “Procedures”: overview screen, choose New Entries and make the
following entries:
Procedure
Description
YB0001
BP: Search procedure
3. Choose Back (F3).
4. Select your entry (for example, YB0001) and choose Control.
5. Enter the following information:
Step
Contr
CTyp
10
1
YB11
20
1
YB12
6. Choose Save (Ctrl + S)
7. Choose Back (F3).
Result
You have defined a production order search procedure.
3.2.2.3
SD Batch Determination and Batch Check
3.2.2.3.1.1
Defining Sales & Distribution Strategy Types
(FIFO & Expiration Date)
Procedure
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1. Access the next activity using the following navigation options:
IMG Menu
Logistic - General  Batch Management  Batch Determination and
Batch Check  Strategy Types  Define Sales & Distribution Strategy
Types
Transaction
Code
SPRO
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
Condit. type
YB11
Description
BP: Batch number
Access seq.
SD01
Comment
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
3. Save your entries.
4. 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
Condit. type
YB12
Description
BP: Expiration date
Access seq.
SD01
Comment
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
Dialog Batch Determin.
X
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Qty proposal
Leave empty
5. Save your entries.
6. Choose Back (F3).
Result
The SD batch search strategy types have been created.
3.2.2.3.1.2
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.
Procedure
1. Access the activity using one of the following navigation options:
IMG Menu
Logistic - General  Batch Management  Batch Determination and
Batch Check  Batch Search Procedure Definition  Define Inventory
Management Search Procedure
Transaction
Code
SPRO
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. Enter the following information:
Step
Contr
CTyp
10
1
YB11
20
1
YB12
5. Save your entries.
6. Choose Back (F3).
Result
You have defined an SD search procedure.
3.2.2.3.1.3
Allocating SD Search Procedure/Activate Check
Use
The purpose of this activity is to allocate the IM search procedure and activates the check.
Procedure
1. Access the activity using one of the following navigation options:
IMG Menu
© SAP SE
Logistic - General  Batch Management  Batch Determination and
Batch Check  Batch Search Procedure Allocation and Check
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Activation  Allocate SD Search Procedure /Activate Check
Transaction
Code
SPRO
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
1710
10
00
CBFD
YB0001
X
1710
10
00
CBMO
YB0001
X
1710
10
00
OR
YB0001
X
1710
10
00
SO
YB0001
X
1710
10
00
CBRE
YB0001
X
1710
10
00
KB
YB0001
X
4. Choose Save.
Result
You have allocated the SD search procedure and activated the check.
3.3 Master Data
3.3.1 Material Master
3.3.1.1
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 (TG21) and Trade22 (TG22). 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 Menu
Logistics  Materials Management  Material Master  Material 
Create (General)  Immediately
Transaction
Code
MM01
2. On the Create Material (Initial Screen) screen, in the Material field, enter TRADE21
(TG21) and choose Enter.
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3. Choose Enter to confirm the information message.
4. On the Select view(s) screen, select the view Classification and choose Enter.
5. On the Class type (1) screen, double-click class type 023.
6. On the Classification screen, in the Class field, enter YB_BATCH (FIFO) and choose
Enter.
7. Save your entries.
8. Repeat steps 1 to 7 using material TRADE22 (H22) and class YB_EXP_DATE_001 (EXP
DATE).
3.3.1.2
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 (TG21 or TG22) must not have stocks and must not be used in any
documents, to be able to make them relevant to batch management.
Procedure
1. Access the activity using one of the following navigation options:
SAP Menu
Logistics  Materials Management  Material Master  Material 
Change  Immediately
Transaction
Code
MM02
2. On the Change Material (Initial Screen) screen, enter TRADE21 (TG21) 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, in the Plant field, enter PLANT_1 (1710) and
choose Enter.
5. On the Change Material TRADE21 (H21) screen select the Batch management
checkbox.
6. Save your entries.
7. Repeat steps 1-6 with material TRADE22 (TG22)
3.3.1.3
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 (TG22).
Prerequisite
The material TRADE22 (TG22) must exist in material master. The subsequent fields are on
client level and used for every plant.
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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 keeps 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 is activated in Customizing
for Inventory Management in the activity Set expiration date check.
Procedure
1. Access the transaction using one of the following navigation options:
SAP Menu
Logistics  Materials Management  Material Master  Material 
Change  Immediately
Transaction
Code
MM02
2. On the Change Material (Initial Screen) screen, enter TRADE22 (TG22) 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 the Plant field and choose Enter.
The fields are on client level and not on plant level.
5. On the Change Material TRADE22 (H22) screen enter the following values:
Material
Period Indicator for
Shelf Life Expiration
Date
Minimum
Remaining Shelf
Total
shelf
life
TG22
D
180
365
Unit for maximum
storage period
6. Save your entries.
© SAP SE
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