EHP3 for SAP ERP
6.0
June 2008
English
Batch Management (117)
Building Block Configuration Guide
SAP AG
Dietmar-Hopp-Allee 16
69190 Walldorf
Germany
SAP Best Practices
Batch Management (117): Configuration Guide
Copyright
© Copyright 2008 SAP AG. All rights reserved.
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SAP Best Practices
Batch Management (117): Configuration Guide
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SAP Best Practices
Batch Management (117): Configuration Guide
Contents
1
Purpose ........................................................................................................................................... 6
2
Preparation ..................................................................................................................................... 6
2.1
3
4
Prerequisites ........................................................................................................................ 6
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
Essential Master Data .................................................................................................................. 10
4.1
5
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
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
6
Batch Management (117): Configuration Guide
Maintaining Copy Control for Billing Documents ............................................... 31
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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SAP Best Practices
Batch Management (117): Configuration Guide
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.
2.
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
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.
Procedure
1.
Access the activity using one of the following navigation options:
Transaction code
OMCS
IMG menu
Logistics - General ® Batch Management ® Specify Batch Level
and Activate Status Management
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.
Procedure
1.
Access the activity using one of the following navigation options:
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Transaction code
OMCT
IMG menu
Logistics - General ® Batch Management ® Specify Batch Level
and Activate Status Management
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.
Procedure
1.
Access the activity using one of the following navigation options:
Transaction code
OMCT
IMG menu
Logistics - General ® Batch Management ® Specify Batch Level
and Activate Status Management
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.
Procedure
1.
Access the activity using one of the following navigation options:
Transaction code
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OMCZ
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Logistics - General ® Batch Management ® Batch Number
Assignment ® Activate Internal Batch Number Assignment
IMG menu
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.
Procedure
1. Access the activity using one of the following navigation options:
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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Procedure
1.
Access the activity using one of the following navigation options:
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.
Procedure
1. Access the activity using one of the following navigation options:
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
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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
5. Save your entries.
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.
Procedure
1. Access the activity using one of the following navigation options:
SAP ECC menu
© SAP AG
Logistics ® Central Functions ® Variant Configuration ®
Environment ® Classification ® Master Data ® Classes
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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 Description
type
Characteristic Characteristic Characteristic
YB_BATCH
023
Batch FIFO
YB_BATCH_N YB_SUPPLIER
UMBER
_BATCH_NUM
BER
YB_EXP_DATE_00 023
1
Products with
Expiration Date
LOBM_VFDAT
YB_EXP_DATE_00 023
2
Search class with LOBM_RLZ
expiration date
LOBM_LFDAT LOBM_VFDAT
3. Save your entries.
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.
Procedure
1. Access the activity using one of the following navigation options:
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
1-Released
LOBM_VFDAT
YB_EXP_DATE_SORT Sorting rule expiration date
In Russia: ‚MHD’
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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.
Procedure
1. Access the activity using one of the following navigation options:
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
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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.
Procedure
1. Access the activity using one of the following navigation options:
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Transaction code
SPRO
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.
Procedure
1. Access the activity using one of the following navigation options:
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.
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SAP Best Practices
5.1.4
Batch Management (117): Configuration Guide
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.
Procedure
1. Access the activity using one of the following navigation options:
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
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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.
Procedure
1. Access the activity using one of the following navigation options:
Transaction code
SPRO
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
Condit. type
YB11
Description
BP: Batch number
Access seq.
ME01
Note
Selection
Class
YB_BATCH
Sorting
Sort sequence
YB_FIFO_SORT
Batch split
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Field name
Batch Management (117): Configuration Guide
Description
User action and values
No. of splits
Note
Leave empty
Changes allowed
X
Quantity proposal
Display UoM
A
Dialog Batch
Determin.
Leave empty
Qty proposal
Leave empty
3. Choose Save (Ctrl + S).
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.
ME01
Note
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. Choose Save (Ctrl + S).
6. Choose Back (F3).
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.
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Procedure
1. Access the activity using one of the following navigation options:
Transaction code
SPRO
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
5. Choose Save (Ctrl + S).
6. Choose Back (F3).
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.
Procedure
1. Access the activity using one of the following navigation options:
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
261
GI for order
S
Special Stock
description
Search
Check batch
YB0001
X
3. Choose Save (Ctrl + S).
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4. Choose Back (F3).
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.
Procedure
1. Access the activity using one of the following navigation options:
Transaction code
SPRO
IMG menu
Logistic - General ® Batch Management ® Batch
Determination and Batch Check ® Strategy Types ® Define
Production Order 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
Condit. type
YB11
Description
BP: Batch number
Access seq.
C001
Note
Selection
Class
YB_BATCH
Sorting
Sort sequence
YB_FIFO_SORT
Batch split
No. of splits
Changes allowed
Leave empty
X
Quantity proposal
Display UoM
A
Dialog Batch
Determin.
Leave empty
Qty proposal
Leave empty
3. Choose Save (Ctrl + S).
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SAP Best Practices
Batch Management (117): Configuration Guide
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
Note
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. Choose Save (Ctrl + S).
6. Choose Back (F3).
Result
You have defined process order strategy types.
5.2.2.2
Defining Production / Process Order Search
Procedure
Procedure
1. Access the activity using one of the following navigation options:
Transaction code
SPRO
IMG menu
Logistic - General ® Batch Management ® Batch Determination
and Batch Check ® Batch Search Procedure Definition ®
Define Production Order Search Procedure
2. On the Change View “Procedures”: overview screen, choose New Entries and make the
following entries:
Procedure
Description
YB0001
BP: Search procedure
© SAP AG
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SAP Best Practices
Batch Management (117): Configuration Guide
3. Choose Back (F3).
4. Select your entry (for example, YB0001) and choose Control.
5. Make the following entries:
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.
5.2.3
SD Batch Determination and Batch Check
5.2.3.1
Defining Sales & Distribution Strategy Types (FIFO &
Expiration Date)
Procedure
1. Access the activity using one of the following navigation options:
Transaction code
SPRO
IMG menu
Logistic - General ® Batch Management ® Batch Determination
and Batch Check ® Strategy Types ® Define Sales &
Distribution 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
Condit. type
YB11
Description
BP: Batch number
Access seq.
SD01
Note
Selection
Class
YB_BATCH
Sorting
Sort sequence
YB_FIFO_SORT
Batch split
No. of splits
Changes allowed
Leave empty
X
Quantity proposal
Display UoM
© SAP AG
A
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SAP Best Practices
Field name
Batch Management (117): Configuration Guide
Description
User action and values
Note
Dialog Batch
Determin.
Leave empty
Qty proposal
Leave empty
3. Choose Save (Ctrl + S).
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
Note
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. Choose Save (Ctrl + S).
6. Choose Back (F3).
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.
Procedure
1. Access the activity using one of the following navigation options:
Transaction code
© SAP AG
SPRO
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SAP Best Practices
Batch Management (117): Configuration Guide
Logistic - General ® Batch Management ® Batch Determination
and Batch Check ® Batch Search Procedure Definition ®
Define Inventory Management Search Procedure
IMG menu
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
5. Choose Save (Ctrl + S).
6. Choose Back (F3).
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.
Procedure
1. Access the activity using one of the following navigation options:
Transaction code
SPRO
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
DocTyp
e
Search
Procedur
e
Chec
k
Batch
SALES_ORG1
(1000)
DISTRIBUTION_CHANNE
L1 (10)
DIVISION
1 (10)
DL
YB0001
X
SALES_ORG1
(1000)
DISTRIBUTION_CHANNE
L1 (10)
DIVISION
1 (10)
FD
YB0001
X
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SAP Best Practices
Batch Management (117): Configuration Guide
Sales Org.
Distribution Channel
Division
Sales
DocTyp
e
Search
Procedur
e
Chec
k
Batch
SALES_ORG1
(1000)
DISTRIBUTION_CHANNE
L1 (10)
DIVISION
1 (10)
KB
YB0001
X
SALES_ORG1
(1000)
DISTRIBUTION_CHANNE
L1 (10)
DIVISION
1 (10)
OR
YB0001
X
SALES_ORG1
(1000)
DISTRIBUTION_CHANNE
L1 (10)
DIVISION
1 (10)
SO
YB0001
X
SALES_ORG1
(1000)
DISTRIBUTION_CHANNE
L1 (10)
DIVISION
1 (10)
YBFD
YB0001
X
SALES_ORG1
(1000)
DISTRIBUTION_CHANNE
L1 (10)
DIVISION
1 (10)
YBRE
YB0001
X
SALES_ORG1
(1000)
DISTRIBUTION_CHANNE
L2 (20)
DIVISION
1 (10)
DL
YB0001
X
SALES_ORG1
(1000)
DISTRIBUTION_CHANNE
L2 (20)
DIVISION
1 (10)
FD
YB0001
X
SALES_ORG1
(1000)
DISTRIBUTION_CHANNE
L2 (20)
DIVISION
1 (10)
KB
YB0001
X
SALES_ORG1
(1000)
DISTRIBUTION_CHANNE
L2 (20)
DIVISION
1 (10)
OR
YB0001
X
SALES_ORG1
(1000)
DISTRIBUTION_CHANNE
L2 (20)
DIVISION
1 (10)
SO
YB0001
X
SALES_ORG1
(1000)
DISTRIBUTION_CHANNE
L3 (30)
DIVISION
1 (10)
DL
YB0001
X
SALES_ORG1
(1000)
DISTRIBUTION_CHANNE
L3 (30)
DIVISION
1 (10)
FD
YB0001
X
SALES_ORG1
(1000)
DISTRIBUTION_CHANNE
L3 (30)
DIVISION
1 (10)
KB
YB0001
X
SALES_ORG1
(1000)
DISTRIBUTION_CHANNE
L3 (30)
DIVISION
1 (10)
NL
YB0001
X
SALES_ORG1
(1000)
DISTRIBUTION_CHANNE
L3 (30)
DIVISION
1 (10)
OR
YB0001
X
SALES_ORG1
(1000)
DISTRIBUTION_CHANNE
L3 (30)
DIVISION
1 (10)
SO
YB0001
X
Sales Org.
Distribution Channel
Division
Sales
DocTyp
e
Search
Procedur
e
Chec
k
Batch
SALES_ORG1
(1100)
DISTRIBUTION_CHANNE
L1 (10)
DIVISION
1 (10)
DL
YB0001
X
SALES_ORG1
(1100)
DISTRIBUTION_CHANNE
L1 (10)
DIVISION
1 (10)
FD
YB0001
X
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SAP Best Practices
Batch Management (117): Configuration Guide
Sales Org.
Distribution Channel
Division
Sales
DocTyp
e
Search
Procedur
e
Chec
k
Batch
SALES_ORG1
(1100)
DISTRIBUTION_CHANNE
L1 (10)
DIVISION
1 (10)
KB
YB0001
X
SALES_ORG1
(1100)
DISTRIBUTION_CHANNE
L1 (10)
DIVISION
1 (10)
OR
YB0001
X
SALES_ORG1
(1100)
DISTRIBUTION_CHANNE
L1 (10)
DIVISION
1 (10)
SO
YB0001
X
SALES_ORG1
(1100)
DISTRIBUTION_CHANNE
L1 (10)
DIVISION
1 (10)
YBFD
YB0001
X
SALES_ORG1
(1100)
DISTRIBUTION_CHANNE
L1 (10)
DIVISION
1 (10)
YBRE
YB0001
X
SALES_ORG1
(1100)
DISTRIBUTION_CHANNE
L2 (20)
DIVISION
1 (10)
DL
YB0001
X
SALES_ORG1
(1100)
DISTRIBUTION_CHANNE
L2 (20)
DIVISION
1 (10)
FD
YB0001
X
SALES_ORG1
(1100)
DISTRIBUTION_CHANNE
L2 (20)
DIVISION
1 (10)
KB
YB0001
X
SALES_ORG1
(1100)
DISTRIBUTION_CHANNE
L2 (20)
DIVISION
1 (10)
OR
YB0001
X
SALES_ORG1
(1100)
DISTRIBUTION_CHANNE
L2 (20)
DIVISION
1 (10)
SO
YB0001
X
SALES_ORG1
(1100)
DISTRIBUTION_CHANNE
L3 (30)
DIVISION
1 (10)
DL
YB0001
X
SALES_ORG1
(1100)
DISTRIBUTION_CHANNE
L3 (30)
DIVISION
1 (10)
FD
YB0001
X
SALES_ORG1
(1100)
DISTRIBUTION_CHANNE
L3 (30)
DIVISION
1 (10)
KB
YB0001
X
SALES_ORG1
(1100)
DISTRIBUTION_CHANNE
L3 (30)
DIVISION
1 (10)
NL
YB0001
X
SALES_ORG1
(1100)
DISTRIBUTION_CHANNE
L3 (30)
DIVISION
1 (10)
OR
YB0001
X
SALES_ORG1
(1100)
DISTRIBUTION_CHANNE
L3 (30)
DIVISION
1 (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
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SAP Best Practices
Batch Management (117): Configuration Guide
The purpose of this activity is to define the item categories YB99 and YB98 (return) for batch split
items.
Procedure
1. Access the activity using one of the following navigation options:
Transaction code
SPRO
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.
4. Choose Continue (Enter).
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):
Field name
Description
Item Category
User action and values
Note
YB99 - Batch Sub Item
7. Choose Enter.
8. Confirm the Dependent entries for copying control dialog box with Enter.
9. Save your entries.
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.
12. Choose Continue (Enter).
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):
Field name
Description
User action and values
Item Category
YB98 – Batch Sub Item
Billing
Relevance
A
Determine Cost
No
Note
15. Choose Enter.
16. Confirm the Dependent entries for copying control dialog box with Enter.
17. Save your entries.
18. Choose Back (F3).
5.2.3.5
© SAP AG
Activating Automatic Batch Determination in SD (Item
Page 27 of 40
SAP Best Practices
Batch Management (117): Configuration Guide
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.
Procedure
1. Access the activity using one of the following navigation options:
Transaction code
SPRO
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
3. Choose Save (Ctrl + S).
4. Choose Back (F3).
© SAP AG
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SAP Best Practices
Batch Management (117): Configuration Guide
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.
Procedure
1. Access the activity using one of the following navigation options:
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.
3. Make the following 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
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
YB99
YB98
4. Choose Save (Ctrl + S).
5. Choose Back (F3).
© SAP AG
Page 29 of 40
SAP Best Practices
5.3.1.2
Batch Management (117): Configuration Guide
Foreign Trade: Defining Procedures and Setting
Default Values
Use
In this step the proposal for foreign trade procedure is set.
Procedure
1. Access the activity using one of the following navigation options:
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.
Field name
Description
Country
User action and values
Note
RU
SOrg.
Sales Organization
1000
Distr. Chl.
Distribution
Channel
10
Division
10
Exp/ImpGrp.
Blank
Item cat.
YB98
Procedure
10000
5. Choose Next Entry.
6. Define Procedure Default.
Field name
Description
Country
User action and values
RU
SOrg.
Sales
Organization
1100
Distr. Chl.
Distribution
Channel
10
Division
10
Exp/ImpGrp.
Blank
Item cat.
YB98
Procedure
10000
© SAP AG
Note
Page 30 of 40
SAP Best Practices
Batch Management (117): Configuration Guide
7. Choose Next Entry.
8. Define Procedure Default.
Field name
Description
Country
User action and values
Note
RU
SOrg.
Sales
Organization
1000
Distr. Chl.
Distribution
Channel
10
Division
10
Exp/ImpGrp.
Blank
Item cat.
YB99
Procedure
10000
9. Choose Next Entry.
10. Define Procedure Default.
Field name
Description
Country
User action and values
Note
RU
SOrg.
Sales Organization
1100
Distr. Chl.
Distribution
Channel
10
Division
10
Exp/ImpGrp.
Blank
Item cat.
YB99
Procedure
10000
11. Save your entries.
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.
Procedure
1. Access the activity using one of the following navigation options:
Transaction code
VTFL
IMG menu
Sales and Distribution ® Billing ® Billing Documents ®Maintaining
Copying Control for Billing Documents
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Batch Management (117): Configuration Guide
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
delivery
type
Item
Category
Copying requirements
Data
transfer
VBRK
Data
transfer
VBRK/
VBRP
Data
transfer
KOM
V
Pricing
Type
Pos.
Neg.
Quantity
Billing
Quantity
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
4. Choose Save (Ctrl + S).
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
© SAP AG
Page 32 of 40
SAP Best Practices
Batch Management (117): Configuration Guide
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.
7. Choose Save (Ctrl + S).
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.
Procedure
1. Access the activity using one of the following navigation options:
SAP ECC menu
Logistics ® Materials Management ® Material Master ®
Material ® Change ® Immediately
Transaction code
MM02
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).
6. Choose Save (Ctrl + S).
© SAP AG
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SAP Best Practices
Batch Management (117): Configuration Guide
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.
Procedure
1. Access the activity using one of the following navigation options:
SAP ECC menu
Logistics ® Materials Management ® Material Master ®
Material ® Change ® Immediately
Transaction code
MM02
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:
© SAP AG
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SAP Best Practices
Batch Management (117): Configuration Guide
Material
Period Indicator for
Shelf Life Expiration
Date
Minimum
Remaining Shelf
Total
shelf
life
TRADE22
(H22)
D
180
365
Unit for maximum
storage period
6. Choose Save (Ctrl + S).
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).
Procedure
1. Access the activity using one of the following navigation options:
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
determination
Dialog
UoM
Quantity
proposal
Overdelivery
allowed
Sel. Type
TRADE
21 (H21)
99
X
X
A
1
X
O
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SAP Best Practices
Batch Management (117): Configuration Guide
6. Make the following entries for Movement Type/Material:
Material
No.
batch
splits
Changes
allowed
Dialog batch
determination
Dialog
UoM
Quan
tity
prop
osal
Over
deliv
ery
allow
ed
Sel. Type
TRADE2
1 (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).
13. Save your entries.
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
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
603
TF rem.fm stor.to pl
© SAP AG
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SAP Best Practices
6.2.1.2
Batch Management (117): Configuration Guide
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).
Procedure
1. Access the activity using one of the following navigation options:
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.
5. Make the following entries for Movement Type/Material:
Material
No.
batch
splits
Changes
allowed
Dialog
batch
determination
Dialog
UoM
Quantity
proposal
Over
delivery
allowed
Sel. Type
TRADE
22 (H22)
99
X
X
A
1
X
O
6. Choose Enter.
7. Select the entered line and choose Selection criteria.
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).
9. On the Create BP: Batch Number (YB11): Fast Entry screen, select the entered line again
and choose Sort.
10. On the Create BP: Batch Number (YB11): Sort Rule screen, enter YB_EXP_DATE_SORT in
input field Sort rule.
11. Choose Enter and Back (F3).
12. Save your entries.
13. Repeat steps 3 to 11 for material TRADE22 (H22) 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
© SAP AG
Page 37 of 40
SAP Best Practices
Batch Management (117): Configuration Guide
Movement Type
Description
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
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
603
TF rem.fm stor.to pl
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).
Procedure
1. Access the activity using one of the following navigation options:
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.
© SAP AG
Page 38 of 40
SAP Best Practices
Batch Management (117): Configuration Guide
4. On the Create BP: Batch Number (YB11): Fast Entry screen, make the following entries:
Material
No.
batch
splits
Changes
allowed
Dialog
batch
determination
Dialog
UoM
Quantity
proposal
Over
delivery
allowed
Sel. Type
TRADE
21 (H21)
99
X
X
A
1
X
O
5. Choose Enter.
6. Select the entered line and choose Selection criteria.
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).
8. On the Create BP: Batch Number (YB11): Fast Entry screen, select the entered line again
and choose Sort.
9. On the Create BP: Batch Number (YB11): Sort Rule screen, enter YB_FIFO_SORT in input
field sort rule.
10. Choose Enter and Back (F3).
11. Save your entries.
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).
Procedure
1. Access the activity using one of the following navigation options:
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:
Material
No.
batch
splits
Changes
allowed
Dialog
batch
determination
Dialog
UoM
Quantity
proposal
Over
delivery
allowed
Sel. Type
TRADE
22 (H22)
99
X
X
A
1
X
O
5. Choose Enter.
6. Select the entered line and choose Selection criteria.
© SAP AG
Page 39 of 40
SAP Best Practices
Batch Management (117): Configuration Guide
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).
8. On the Create BP: Batch Number (YB11): Fast Entry screen, select the entered line again
and choose Sort.
9. On the Create BP: Batch Number (YB11): Sort Rule screen, enter YB_EXP_DATE_SORT in
input field sort rule.
10. Choose Enter and Back (F3).
11. Save your entries.
© SAP AG
Page 40 of 40