EHP7 for SAP ERP
6.0
September 2013
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
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SAP Best Practices
Batch Management (117): Configuration Guide
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© SAP AG
F2)
or the
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Batch Management (117): Configuration Guide
Content
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...............................................................9
3.6
Internal Batch Number Assignment for Assigned Goods Receipt..................................9
3.7
Updating LOBM Standard Characteristics (only Expiration Date)................................10
Essential Master Data............................................................................................................ 11
4.1
5
General Master Data for Batch Determination and Batch Check.................................11
4.1.1
Creating Characteristics (FIFO only).......................................................................11
4.1.2
Creating Classes (FIFO and Expiration Date).........................................................12
4.1.3
Creating Sort Sequences (FIFO and Expiration Date)............................................13
Configuration of Batch Management.....................................................................................14
5.1
Configuration for Batch Management General............................................................14
5.1.1
Activating Batch Classification for Goods Movements in IM....................................14
5.1.2
Making Settings for Batch Where-Used List............................................................16
5.1.3
Setting Expiration Date Check for Plant (Expiration Date only)...............................16
5.1.4
Setting Expiration Date Checks for Movement Types (Expiration Date only)..........17
5.2
Configuration for Batch Determination and Batch Check.............................................18
5.2.1
MM Batch Determination and Batch Check.............................................................18
5.2.1.1
Defining Inventory Management Strategy Types (FIFO & Expiration Date)........18
5.2.1.2
Define Inventory Management Search Procedure - Procedures.........................20
5.2.1.3
Allocate IM Search Procedure/Activate Check....................................................21
5.2.2
PP Batch Determination and Batch Check..............................................................22
5.2.2.1
Defining Production Order Strategy Types (FIFO & Expiration Date)..................22
5.2.2.2
Defining Production / Process Order Search Procedure.....................................23
5.2.2.3
Assign Search Procedure to Pull List..................................................................24
5.2.3
SD Batch Determination and Batch Check..............................................................25
5.2.3.1
Defining Sales & Distribution Strategy Types (FIFO & Expiration Date)..............25
5.2.3.2
Defining Sales and Distribution Search Procedure.............................................26
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5.2.3.3
Allocating SD Search Procedure/Activate Check................................................27
5.2.3.4
Defining Item Categories for Batch Sub Items....................................................30
5.2.3.5
Maintaining Copy Control for Sales Documents..................................................31
5.2.3.6
Activating Automatic Batch Determination in SD (Item Cat Delivery)..................32
5.3
Batch Split Processing in SD.......................................................................................33
5.3.1
Deliveries with Batch Split.......................................................................................33
5.3.1.1
5.3.2
5.4
Defining Item Category Determination in Deliveries............................................33
Billing of Batch Split Items.......................................................................................34
5.3.2.1
Maintaining Copying Control for Billing Documents............................................34
SD LOCALIZATION BRAZIL.......................................................................................35
5.4.1
6
Batch Management (117): Configuration Guide
Maintain Billing Document Item Category................................................................35
Master Data........................................................................................................................... 36
6.1
Material Master............................................................................................................ 36
6.1.1
Creating Material Master: Assigning Class (FIFO & EXP DATE).............................36
6.1.2
Changing Material Master: Activate Batch Management.........................................36
6.1.3
Changing Material Master: Maintain Expiration Date (only PI)................................37
6.2
Batch Search Strategies - Condition Records.............................................................38
6.2.1
Batch Search Strategy for Inventory Management (FIFO and Exp.Date)................38
6.2.1.1
Batch Search Strategy for Inventory Management (FIFO)..................................38
6.2.1.2
Batch Search Strategy for Inventory Management (EXP DATE).........................40
6.2.2
Batch Search Strategy for Sales and Distribution (FIFO and Exp.Date)..................41
6.2.2.1
Batch Search Strategy for Sales and Distribution (FIFO)....................................42
6.2.2.2
Batch Search Strategy for Sales and Distribution (EXP Date)............................43
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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 Quick Guide..
2 Preparation
2.1 Prerequisites
Before you start installing this building block, you must install prerequisite building blocks. For
more information, see the Building Block Prerequisite Matrix (Prerequisites_Matrix_[xx]_[yy]_
[zz].xls; the placeholder [xx] depends on the SAP Best Practices version you use, for example, BL
refers to the SAP Best Practices Baseline Package, [yy] depends on the language version, for
example, EN for English language, and [zz] depends on the country version, for example, BR for
Brazil: Prerequisites_Matrix_BL_EN_BR.xls). This document can be found in the SAP Best
Practices documentation package in the folder ..\[xx]_[zz]\Documentation\; ([xx] depends on the
SAP Best Practices version and [zz] depends on the country version).
Before you start installing this building block, you must install prerequisite building blocks. For
more information, see the Building Block Prerequisite Matrix (Prerequisites_Matrix_[xx]_[yy]_
[zz].xls; the placeholder [xx] depends on the SAP Best Practices version you use, e.g. BL refers
to the SAP Best Practices Baseline Package, [yy] depends on the language version, e.g. EN for
English language, and [zz] depends on the country version, e.g. DE for Germany:
Prerequisites_Matrix_BL_EN_DE.xls). This document can be found on the SAP Best Practices
documentation DVD in the folder ..\[xx]_[zz]\Documentation\; ([xx] depends on the SAP Best
Practices version and [zz] depends on the country version).
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
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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:
IMG Menu
Logistics - General  Batch Management  Specify Batch
Level and Activate Status Management
Menu IMG
Logística geral  Administração de lotes  Determinar nível
do lote e ativar administração do status
Transaction Code
OMCE
2.
Choose Batch Level.
1.
On the Define Batch Level screen, select Batch unique at material level and csave your
entries.hoose Save (Ctrl + S).
2.
If the system displays any warning messages, continue by choosing Enter.
Result
The batch level has beenis 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
Carry out the following steps:
1.
Access the activity using one of the following navigation options:
IMG Menu
Logistics - General  Batch Management  Specify Batch
Level and Activate Status Management
Menu IMG
Logística geral  Administração de lotes  Determinar nível
do lote e ativar administração do status
Transaction Code
OMCS
2.
Choose Batch status management.
3.
Select Batch status management active.
4.
Save your entries.
5.
Choose Save (Ctrl + S).
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Result
The batch level status has beenis 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 beenis chosen. The project should carefully review which batch level is
needed before configuration and creation of master data is started.
Procedure
Carry out the following steps:
1.
Access the activity using one of the following navigation options:
IMG Menu
Logistics - General  Batch Management  Specify Batch
Level and Activate Status Management
Menu IMG
Logística geral  Administração de lotes  Determinar nível
do lote e ativar administração do status
Transaction Code
OMCT
2.
On the Batch definition screen, choose Batch level Conversion.
3.
In the dialog box, choose No. The system displays a notification of success in the status
bar.The status bar will display a notification of success.
Result
The batch level has beenis converted.
3.4 Converting Status Management
Use
This activity converts the batch management status to active.
Prerequisites
The status of batch management has beenis set from inactive to active.
Procedure
Carry out the following steps:
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1.
Batch Management (117): Configuration Guide
Access the activity using one of the following navigation options:
IMG Menu
Logistics - General  Batch Management  Specify Batch
Level and Activate Status Management
Menu IMG
Logística geral  Administração de lotes  Determinar nível
do lote e ativar administração do status
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 beenis 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
Carry out the following steps:
1.
Access the activity using one of the following navigation options:
IMG Menu
Logistics - General  Batch Management  Batch Number
Assignment  Activate Internal Batch Number Assignment
Menu IMG
Logística geral  Administração de lotes  Atribuição do nº
do lote  Ativar atribuição de nºs lote interna
Transaction Code
OMCZ
2.
Choose Activate batch number assignment.
3.
Choose Automatic batch number assignment active
4.
Save your entries.
5.
and choose Save (Ctrl + S).
6.
In the Prompt for Local Workbench Request dialog box, choose Create request.
7.
In the Create Request dialog box, in Short Description, enter a short description (for
example, J05 Activities), then and save your entries.
8.
choose Save (Ctrl + S).
9.
Choose Continue (Enter).
10. Choose Back (F3).
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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
Carry out the following steps:
1. Access the activity using the following navigation options:
IMG Menu
Logistics - General  Batch Management  Batch Number
Assignment  Activate Internal Batch Number Assignment
Menu IMG
Logística geral  Administração de lotes  Atribuição do nº
do lote  Ativar atribuição de nºs lote interna
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 (1000)
X
Plant_2 (1100)
X
1. Save your entries.
2. 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.
Procedure
Carry out the following steps:
1.
Access the activity using one of the following navigation options:
IMG Menu
Logistics - General  Batch Management  Batch Valuation
 Update Standard Characteristics
Menu IMG
Logística geral  Administração de lotes  Avaliação de lote
 Atualizar características standard
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Transaction Code
Batch Management (117): Configuration Guide
BMSM
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
Carry out the following steps:
1. Access the activity using one of the following navigation options:
SAP Menu
Logistics  Central Functions  Variant Configuration 
Environment  Classification  Master Data 
Characteristics
Menu SAP
Logística  Funções centrais  Configuração de variantes 
Ambiente  Sistema de classificação  Dados Mestres 
Administração de características
Transaction Code
CT04
2. Create class characteristic YB_BATCH_NUMBER - Batch Number with the following
entries:
Field Name
Input
Characteristic Name
YB_BATCH_NUMBER
Remark
Basic Data
Description
Batch Number
Data Type
CHAR
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Field Name
Input
Number of Chars
10
Single Value
X
Remark
Additional Data
Table Name
MCH1
Field Name
CHARG
Not ready for input
DeselectedRemove flag
This flag is set
automatically when
entering the references
to table field data.
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
Remarks
Basic Data
Description
Vendor Batch Number
Data Type
CHAR
Number of Chars
15
Single Value
X
Additional Data
Table Name
MCH1
Field Name
LICHA
Not ready for input
DeselectedRemove flag
This flag is set
automatically when
entering the references
to table field data. You
have to remove the
flag after the
maintenance of the
table field data
explicitlyexplicity. .
5. Save your entries.
Result
The class characteristics YB_BATCH_NUMBER and YB_ SUPPLIER_BATCH_NUMBER are
created.
4.1.2
Creating Classes (FIFO and Expiration Date)
Use
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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
Carry out the following steps:
1. Access the activity using one of the following navigation options:
SAP Menu
Logistics  Central Functions  Variant Configuration 
Environment  Classification  Master Data  Classes
Menu SAP
Logística  Funções centrais  Configuração de variantes 
Ambiente  Sistema de classificação  Dados mestre
Administração de 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 Description
type
Characteristic Characteristic Characteristic
023
Batch FIFO
YB_BATCH_NU YB_SUPPLIER_
MBER
BATCH_NUMBE
R
YB_EXP_DATE_001 023
Products with
Expiration Date
LOBM_VFDAT
YB_EXP_DATE_002 023
Search class with LOBM_RLZ
expiration date
YB_BATCH
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.
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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
Carry out the following steps:
1. Access the activity using one of the following navigation options:
SAP Menu
Logistics  Central Functions  Batch Management  Batch
Determination  Selection and Sort  Sort Rule  Create
Menu SAP
Logística  Funções centrais  Administração de lotes 
Determinação de lotes  Seleção e ordenação  Chave de
ordenação  Criar
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
3. Save your entries.
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
Carry out the following steps:
1. Access the activity using one of the following navigation options:
IMG Menu
© SAP AG
Logistics - General  Batch Management  Batch Valuation
 Valuation for Goods Movement in Inventory Management
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 Activate Batch Classification for Goods Movements in IM
Menu SAP
Logística geral  Administração de lotes  Avaliação de lote
 Avaliação em movimentos mercadorias na administração
estoqs.  Ativar classificação de lotes em movimentos de
mercadorias
Transaction Code
OMCV
2. On the Classify Batches Within Goods Movement screen, enter the following information and
save your entriesthen 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
319
4 (new)
321
3
323
3
325
4
342
4
451
4 new update file!
453
4
501
1
503
4 new update file!
505
4 new update file!
511
4 new update file!
521
4
523
4 new update file!
525
4 new update file!
531
4 new update file!
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Movement Type
Batch Classification
541
3
543
3
561
4
562
4
563
4 new update file!
565
4 new update file!
651
3 new update file!
653
3 new update file!
655
3 new update file!
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
Carry out the following steps:
1. Access the activity using one of the following navigation options:
IMG Menu
Logistics - General  Batch Management  Batch WhereUsed List  Make Settings for Batch Where-Used List
Menu IMG
Logística geral  Administração de lotes  Lista de
utilizações do lote  Instalar lista de utilização de lotes
Transaction Code
SPRO
2. On the Batch Where-Used List: Overview screen, enter the following information 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.
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5.1.3
Batch Management (117): Configuration Guide
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
Carry out the following steps:
1. Access the activity using one of the following navigation options:
IMG Menu
Logistics
General

Batch
Management

Shelf Life Expiration Date (SLED)  Set Expiration Date
Check
Menu IMG
Logística geral  Administração de lotes  Data do
vencimento (DV)  Definir parâmetros para verificação do
prazo de vencimento
Transaction Code
OMJ5
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, enter
the following information:
Plnt
BBD/ProdDt
PLANT_1 (1000)
X
PLANT_2 (1000)
X
1. Save your entries.
1. 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.
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
The shelf life expiration date check is active in the plant.

The shelf life expiration date check is active for the movement type.
Procedure
Carry out the following steps:
1. Access the activity using one of the following navigation options:
IMG Menu
Logistics – General ® Batch Management ® Shelf Life
Expiration Date (SLED) ® Set Expiration Date Check
Menu IMG
Logística geral  Administração de lotes  Data do
vencimento (DV)  Definir parâmetros para verificação do
prazo de vencimento
Transaction Code
OMJ5
2. Choose Movement Type.
3. On the Change View “Expiration Date per Movement Type”: Overview screen, enter the
following information:
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
563
1
565
1
2. Save your entries.
4. Choose Save.
Result
The expiration date is required as input for the selected movement types and is checked when
entered.
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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
Carry out the following steps:
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
Menu IMG
Logística geral  Administração de lotes 
Determinação de lotes e verificação de lotes  Tipos de
estratégias  Definir tipos de estratégias - administração
de estoques
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
Changes allowed
Leave empty
X
Quantity proposal
Display UoM
A
Dialog Batch
Determin.
Leave empty
Qty proposal
Leave empty
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SAP Best Practices
Batch Management (117): Configuration Guide
3. Save your entries.
4. Choose Save (Ctrl + S).
5. 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
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
Qty proposal
Leave empty
6. Save your entries.
7. Choose Save (Ctrl + S).
8. Choose Back (F3).
Result
You have defined Inventory Management Strategy Types.
5.2.1.2
Define Inventory Management Search Procedure Procedures
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
Carry out the following steps:
1. Access the activity using one of the following navigation options:
IMG Menu
© SAP AG
Logistic
-
General

Batch
Management

Batch
Page 20 of 47
SAP Best Practices
Batch Management (117): Configuration Guide
Determination and Batch Check  Batch Search Procedure
Definition  Define Inventory Management Search Procedure
Menu IMG
Logística geral  Administração de lotes  Determinação de
lotes e verificação de lotes  Definição esquema de pesquisa
de lotes  Definir esquema de pesquisa - administração de
estoques
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 Save (Ctrl + S).
7. Choose Back (F3).
8. On the Change View “Procedures”: overview screen” make the following entries:
9. In the Change View “Control Data”: Overview screen and make the following entries:
Procedure
Description
YB0001
BP: Search procedure
10. Select your entry (for example, YB0001) and choose Control data.
11. Enter the following information:
Step
Contr
CTyp
10
1
YB11
0
1
YB12
12. Save your entries.
13. Choose Save (Ctrl + S).
14. Choose Back (F3).
Result
You have created inventory management search procedure.
© SAP AG
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SAP Best Practices
5.2.1.3
Batch Management (117): Configuration Guide
Allocate IM Search Procedure/Activate Check
Use
The purpose of this activity is to allocate the IM search procedure and activates the check.
Procedure
Carry out the following steps:
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
Menu IMG
Logística geral  Administração de lotes  Determinação de
lotes e verificação de lotes  Atribuir esquema de pesquisa de
lote e ativar controle  Atribuir esq.pesquisa a adm.estoques e
ativar verificação
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 Save (Ctrl + S).
5. 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
Carry out the following steps:
© SAP AG
Page 22 of 47
SAP Best Practices
Batch Management (117): Configuration Guide
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 Production Order Strategy Types
Menu IMG
Logística geral  Administração de lotes 
Determinação de lotes e verificação de lotes  Tipos de
estratégias  Definir tipos de estratégias - ordem de
produção
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. Choose Save (Ctrl + S).
5. 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
© SAP AG
Page 23 of 47
SAP Best Practices
Field Name
Batch Management (117): Configuration Guide
Description
Sort sequence
User Action and Values
Comment
YB_EXP_DATE_SORT
Batch split
No. of splits
3
Changes allowed
X
Quantity proposal
Display UoM
A
Dialog Batch
Determin.
X
Qty proposal
Leave empty
6. Save your entries.
7. Choose Save (Ctrl + S).
8. Choose Back (F3).
Result
You have defined process order strategy types.
5.2.2.2
Defining Production / Process Order Search
Procedure
Carry out the following steps:
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
Menu IMG
Logística geral  Administração de lotes  Determinação de
lotes e verificação de lotes  Definição esquema de pesquisa
de lotes  Definir esquema de pesquisa - ordem de produção
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
© SAP AG
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SAP Best Practices
20
Batch Management (117): Configuration Guide
1
YB12
6. Choose Save (Ctrl + S)Save your entries.
7. Choose Back (F3).
Result
You have defined a production order search procedure.
5.2.2.3
Assign Search Procedure to Pull List
1. Access the activity using the following navigation options:
2.
IMG Menu
Logistic - General  Batch Management  Batch
Determination and Batch Check  Batch Search Procedure
Allocation and Check Activation  Assign Search Procedures
to Production and Activate Check  Assign Search Procedure
to Pull List
Menu IMG
Logística geral  Administração de lotes  Determinação de
lotes e verificação de lotes  Atribuir esquema de pesquisa de
lote e ativar controle  Atribuir esquemas de pesquisa à
produção e ativar controle  Atribuir esquema de pesquisa a
lista de preparação material
Transaction Code
SPRO
On the Change View “Pull List Control: Batch Search Procedure View”:
Overview screen, make the following entries:
Plnt
Srch
Description
1000
YB0001
BP: Search procedure
1010
YB0001
BP: Search procedure
3.
Choose Save (Ctrl + S)Save your entries.
4.
Choose Back (F3).
Result
You have assigned Search Procedure to Pull List.
5.2.3
SD Batch Determination and Batch Check
5.2.3.1
Defining Sales & Distribution Strategy Types (FIFO &
Expiration Date)
Procedure
Carry out the following steps:
1. Access the next activity using the following navigation options:
IMG Menu
© SAP AG
Logistic
-
General

Batch
Management

Batch
Page 25 of 47
SAP Best Practices
Batch Management (117): Configuration Guide
Determination and Batch Check  Strategy Types  Define
Sales & Distribution Strategy Types
Menu IMG
Logística geral  Administração de lotes  Determinação de
lotes e verificação de lotes  Tipos de estratégias  Definir
tipos de estratégias - vendas e distribuição
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. Choose Save (Ctrl + S)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
© SAP AG
3
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SAP Best Practices
Field Name
Batch Management (117): Configuration Guide
Description
Changes allowed
User Action and Values
Comment
X
Quantity proposal
Display UoM
B
Dialog Batch
Determin.
X
Qty proposal
Leave empty
5. Choose Save (Ctrl + S)Save your entries..
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
Carry out the following steps:
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
Menu IMG
Logística geral  Administração de lotes  Determinação de
lotes e verificação de lotes  Definição esquema de pesquisa
de lotes  Definir esquema de pesquisa - administração de
estoques
Transaction Code
SPRO
2. On the Change View “Procedures”: overview screen, choose New Entries and make the
following entries:
Procedure
Description
YB0001
BP: SD Search Procedure
3. Select your entry (for example, YB0001) and choose Control data.
4. Enter the following information:
Step
Contr
CTyp
10
0
YB11
20
0
YB12
© SAP AG
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SAP Best Practices
Batch Management (117): Configuration Guide
5. Choose Save (Ctrl + S)Save your entries..
6. Choose Back (F3).
Result
You have defined an SD search procedure.
5.2.3.3
Allocating SD Search Procedure/Activate Check
Use
The purpose of this activity is to allocate the IM search procedure and activates the check.
Procedure
Carry out the following steps:
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 SD Search Procedure /Activate Check
Menu IMG
Logística geral  Administração de lotes  Determinação de lotes
e verificação de lotes  Atribuir esquema de pesquisa de lote e
ativar controle  Atribuir esq.pesquisa a vendas e distrib.e ativar
controle
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
SALES_ORG1
(1000)
DISTRIBUTION_CHANNEL1
(10)
DIVISION1
(10)
DL
YB0001
X
SALES_ORG1
(1000)
DISTRIBUTION_CHANNEL1
(10)
DIVISION1
(10)
FD
YB0001
X
SALES_ORG1
(1000)
DISTRIBUTION_CHANNEL1
(10)
DIVISION1
(10)
KB
YB0001
X
SALES_ORG1
(1000)
DISTRIBUTION_CHANNEL1
(10)
DIVISION1
(10)
OR
YB0001
X
SALES_ORG1
(1000)
DISTRIBUTION_CHANNEL1
(10)
DIVISION1
(10)
SO
YB0001
X
SALES_ORG1
(1000)
DISTRIBUTION_CHANNEL1
(10)
DIVISION1
(10)
YBFD
YB0001
X
SALES_ORG1
(1000)
DISTRIBUTION_CHANNEL1
(10)
DIVISION1
(10)
YBRE
YB0001
X
SALES_ORG1
(1000)
DISTRIBUTION_CHANNEL2
(20)
DIVISION1
(10)
DL
YB0001
X
© SAP AG
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SAP Best Practices
Batch Management (117): Configuration Guide
Sales Org.
Distribution Channel
Division
Sales
DocType
Search
Procedure
Check
Batch
SALES_ORG1
(1000)
DISTRIBUTION_CHANNEL2
(20)
DIVISION1
(10)
FD
YB0001
X
SALES_ORG1
(1000)
DISTRIBUTION_CHANNEL2
(20)
DIVISION1
(10)
KB
YB0001
X
SALES_ORG1
(1000)
DISTRIBUTION_CHANNEL2
(20)
DIVISION1
(10)
OR
YB0001
X
SALES_ORG1
(1000)
DISTRIBUTION_CHANNEL2
(20)
DIVISION1
(10)
SO
YB0001
X
SALES_ORG1
(1000)
DISTRIBUTION_CHANNEL3
(30)
DIVISION1
(10)
DL
YB0001
X
SALES_ORG1
(1000)
DISTRIBUTION_CHANNEL3
(30)
DIVISION1
(10)
FD
YB0001
X
SALES_ORG1
(1000)
DISTRIBUTION_CHANNEL3
(30)
DIVISION1
(10)
KB
YB0001
X
SALES_ORG1
(1000)
DISTRIBUTION_CHANNEL3
(30)
DIVISION1
(10)
NL
YB0001
X
SALES_ORG1
(1000)
DISTRIBUTION_CHANNEL3
(30)
DIVISION1
(10)
OR
YB0001
X
SALES_ORG1
(1000)
DISTRIBUTION_CHANNEL3
(30)
DIVISION1
(10)
SO
YB0001
X
SALES_ORG1
(1100)
DISTRIBUTION_CHANNEL1
(10)
DIVISION1
(10)
DL
YB0001
X
SALES_ORG1
(1100)
DISTRIBUTION_CHANNEL1
(10)
DIVISION1
(10)
FD
YB0001
X
SALES_ORG1
(1100)
DISTRIBUTION_CHANNEL1
(10)
DIVISION1
(10)
KB
YB0001
X
SALES_ORG1
(1100)
DISTRIBUTION_CHANNEL1
(10)
DIVISION1
(10)
OR
YB0001
X
SALES_ORG1
(1100)
DISTRIBUTION_CHANNEL1
(10)
DIVISION1
(10)
SO
YB0001
X
SALES_ORG1
(1100)
DISTRIBUTION_CHANNEL1
(10)
DIVISION1
(10)
YBFD
YB0001
X
SALES_ORG1
(1100)
DISTRIBUTION_CHANNEL1
(10)
DIVISION1
(10)
YBRE
YB0001
X
SALES_ORG1
(1100)
DISTRIBUTION_CHANNEL2
(20)
DIVISION1
(10)
DL
YB0001
X
SALES_ORG1
(1100)
DISTRIBUTION_CHANNEL2
(20)
DIVISION1
(10)
FD
YB0001
X
SALES_ORG1
(1100)
DISTRIBUTION_CHANNEL2
(20)
DIVISION1
(10)
KB
YB0001
X
SALES_ORG1
(1100)
DISTRIBUTION_CHANNEL2
(20)
DIVISION1
(10)
OR
YB0001
X
SALES_ORG1
(1100)
DISTRIBUTION_CHANNEL2
(20)
DIVISION1
(10)
SO
YB0001
X
SALES_ORG1
DISTRIBUTION_CHANNEL3
DIVISION1
DL
YB0001
X
© SAP AG
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SAP Best Practices
Batch Management (117): Configuration Guide
Sales Org.
Distribution Channel
Division
Sales
DocType
Search
Procedure
Check
Batch
(1100)
(30)
(10)
SALES_ORG1
(1100)
DISTRIBUTION_CHANNEL3
(30)
DIVISION1
(10)
FD
YB0001
X
SALES_ORG1
(1100)
DISTRIBUTION_CHANNEL3
(30)
DIVISION1
(10)
KB
YB0001
X
SALES_ORG1
(1100)
DISTRIBUTION_CHANNEL3
(30)
DIVISION1
(10)
NL
YB0001
X
SALES_ORG1
(1100)
DISTRIBUTION_CHANNEL3
(30)
DIVISION1
(10)
OR
YB0001
X
SALES_ORG1
(1100)
DISTRIBUTION_CHANNEL3
(30)
DIVISION1
(10)
SO
YB0001
X
SALES_ORG1
(1000)
DISTRIBUTION_CHANNEL1
(10)
DIVISION1
(10)
VEF
YB0001
X
SALES_ORG1
(1000)
DISTRIBUTION_CHANNEL1
(10)
DIVISION1
(10)
VEFR
YB0001
X
SALES_ORG1
(1000)
DISTRIBUTION_CHANNEL1
(10)
DIVISION1
(10)
KBB
YB0001
X
SALES_ORG1
(1000)
DISTRIBUTION_CHANNEL1
(10)
DIVISION1
(10)
KEB
YB0001
X
SALES_ORG1
(1000)
DISTRIBUTION_CHANNEL1
(10)
DIVISION1
(10)
ORB
YB0001
X
SALES_ORG1
(1000)
DISTRIBUTION_CHANNEL1
(10)
DIVISION1
(10)
VDOR
YB0001
X
SALES_ORG1
(1000)
DISTRIBUTION_CHANNEL1
(10)
DIVISION1
(10)
YFST
YB0001
X
SALES_ORG1
(1000)
DISTRIBUTION_CHANNEL1
(10)
DIVISION1
(10)
YBII
YB0001
X
SALES_ORG1
(1000)
DISTRIBUTION_CHANNEL1
(10)
DIVISION1
(10)
RCM
YB0001
X
SALES_ORG1
(1000)
DISTRIBUTION_CHANNEL1
(10)
DIVISION1
(10)
RCS
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.
Procedure
© SAP AG
Page 30 of 47
SAP Best Practices
Batch Management (117): Configuration Guide
Carry out the following steps:
1. Access the activity using one of the following navigation options:
IMG Menu
Sales and Distribution  Sales  Sales Documents  Sales
Document Item  Define Item Categories
Menu IMG
Vendas e distribuição  Venda  Documentos de vendas 
Item do documento de vendas  Definir categorias de item
Transaction Code
SPRO
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, enter the
values shown below (do not overwrite or delete existing field values).
Field Name
User Action and Values
Item Category
YB99 - Batch Sub Item
Billing Relevance
A
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, select 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, enter the
values shown below (do not overwrite or delete existing field values).
Field Name
User Action and Values
Item Category
YB98 – Btch Sub Item Return
Billing Relevance
A
Determine Cost
No
15. Choose Enter.
16. Confirm the Dependent entries for copying control dialog box with enter.
17. Save your entries.
18. Choose Back (F3).
© SAP AG
Page 31 of 47
SAP Best Practices
5.2.3.5
Batch Management (117): Configuration Guide
Maintaining Copy Control for Sales Documents
Use
The purpose of this activity is to maintain the copying control for the batch item category YB99.
Procedure
Carry out the following steps:
1. Access the activity by choosing one of the following navigation options:
IMG Menu
Sales and Distribution  Sales  Sales Documents 
Maintain Copy Control for Sales Documents  Copying
Control: Billing Document to Sales Document
Transaction Code
VTAF
2. On the Display View “Header”: Overview screen, choose Display -> Change.
3. Select the entry for the target document type ROB (Returns Own NF) and the source
document type F2B (Nota Fiscal).
4. Navigate to the item details in the navigation pane on the left side
5. Select the item category YB99 and choose Details.
6. Save your entries.
7. Go back to the Change View: “Header” Overview screen.
8. Select the entry for the target document type REB (Returns Customer NF) and the source
document type F2B (Nota Fiscal).
9. Navigate to the item details in the navigation pane on the left side
10. Select the item category YB99 and choose Details.
11. Save your entries.
12. Go back.
5.2.3.6
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.
Procedure
Carry out the following steps:
© SAP AG
Page 32 of 47
SAP Best Practices
Batch Management (117): Configuration Guide
1. Access the activity using one of the following navigation options:
IMG Menu
Logistics - General  Batch Management  Batch
Determination and Batch Check  Activate Automatic Batch
Determination in SD
Menu IMG
Logística geral  Administração de lotes  Determinação de
lotes e verificação de lotes  Ativar determinação de lotes
automática nas vendas e distr.
Transaction Code
SPRO
2. Choose Activate Automatic Batch Determination for Delivery Item Cat and enter the following
information:
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
TANN
Free of Charge 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
KBNB
Consignment Fill-up
X
KENB
Consignment Issue
X
TBB
ST Item Batch BR
X
TBN
ST Item BR
X
TBNL
3rd Party with SN
X
3. Choose Save (Ctrl + S)Save your entries..
4. Choose Back (F3).
© SAP AG
Page 33 of 47
SAP Best Practices
Batch Management (117): Configuration Guide
5.3 Batch Split Processing in SD
5.3.1
Deliveries with Batch Split
5.3.1.1Defining Item Category Determination in Deliveries
Use
The purpose of this activity is to define item category determination in deliveries.
Procedure
Carry out the following steps:
Access the activity using one of the following navigation options:
IMG Menu
Logistics Execution  Shipping  Deliveries  Define Item
Category Determination in Deliveries
Menu IMG
Logistics Execution  Expedição  Fornecimentos  Definir
determinação de tipos de item em fornecimentos
Transaction Code
0184
2. On the Change View “Delivery item category determination”: Overview screen, choose New
Entries.
3. Enter the following information:
© SAP AG
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SAP Best Practices
Batch Management (117): Configuration Guide
4.
DlvT
ITCG
Usg.
ITMC
ITMC
LF
ERLA
CHSP
KLN
KLN
LF
ERLA
CHSP
NLC
NLC
LF
ERLA
CHSP
NLN
NLN
LF
NORM
CHSP
LF
NORM
CHSP
KLN
KLN
LF
NORM
CHSP
NLC
NLC
LF
NORM
CHSP
NLN
NLN
LF
NORM
CHSP
TANN
TANN
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
5. Choose Save (Ctrl + S)Save your entries..
6. Choose Back (F3).
5.3.2
Billing of Batch Split Items
5.3.2.1
Maintaining Copying Control for Billing Documents
Use
The purpose of this activity is to maintain the copying control for billing documents.
Procedure
1. Access the activity using one of the following navigation options:
IMG Menu
Sales and Distribution  Billing  Billing Documents Maintain
Copying Control for Billing Documents
Menu IMG
Vendas e distribuição  Faturamento  Documentos de
faturamento  Atualizar controle de cópia para docs.faturamento
Transaction Code
VTFL
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. Enter the following information:
© SAP AG
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F2
© SAP AG
LF
KLN
004
000
001
000
G
+
Billing Quantity
Pos. Neg. Quantity
Pricing Type
Data transfer KOMV
Data transfer VBRK/VBRP
Data transfer VBRK
Copying requirements
Item Category
From delivery type
Target Billing Type
SAP Best Practices
Batch Management (117): Configuration Guide
G
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SAP Best Practices
Batch Management (117): Configuration Guide
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
F2B
LF
YB99
004
000
003
000
G
G
+
G
4. Choose Save (Ctrl + S)Save your entries..
5.4 SD LOCALIZATION BRAZIL
5.4.1
Maintain Billing Document Item Category
Use
Here, you can define whether a combination of billing type and sales item category is nota fiscal
relevant.
Procedure
1. Access the activity using the following navigation options:
IMG Menu
Sales and Distribution  Billing  Billing Documents  Countryspecific Features  Country-specific Features for Brazil  Maintain
Billing Document Item Category
Menu IMG
Vendas e distribuição  Faturamento  Documentos de
faturamento Características especiais do país  Propriedades
específicas de país - Brasil Atualizar ctg.item de faturamento
Transaction Code
SPRO
Enter the following data:
Billing Type
F2B
© SAP AG
Item Category
YB99
NF relevance
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SAP Best Practices
Batch Management (117): Configuration Guide
5.5 Batch Selection and Follow-Up Actions in the Batch
Information Cockpit
5.5.1 Define User-Group-Specific Selection
Procedure
1.
Access the transaction by choosing the following navigation option:
Transaction
code
SPRO
IMG menu
Logistics – General  Batch Management  Batch Information
Cockpit  Define User-Group-Specific Selection
2.
On the Change View “User groups”:Overview screen, choose user groups on left list.
3.
Choose New Entries, make the following entries:
Field name
Description
User action and values
User group
SMB_Delivery
text
SMB Example: Delivery
Comment
The name of the user group is country-specific and must be maintained in the
corresponding language.
4. Choose Enter.
5. Select the BP_Delivery row and double-click the Selection tab title.
6. Choose New Entries
7. Make the following entries in user group and selection tab title column:
User group
text
Selection tab
title
text
SMB_Delivery
SMB Example:
Delivery
0110
Material
SMB_Delivery
SMB Example:
Delivery
0120
Batch
SMB_Delivery
SMB Example:
Delivery
0130
Classification
SMB_Delivery
SMB Example:
Delivery
0140
Stock
SMB_Delivery
SMB Example:
Delivery
0150
Usage
SMB_Delivery
SMB Example:
Delivery
0160
Shelf-life expiration
data
SMB_Delivery
SMB Example:
Delivery
0210
Worklist
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SAP Best Practices
Batch Management (117): Configuration Guide
User group
text
Selection tab
title
text
SMB_Delivery
SMB Example:
Delivery
0250
Delivery
8. Choose Enter and check if the flag Active tab title is set, else mark this flag.
9. Save your entries.
5.5.2 Follow-up Actions: Assign User Groups
Procedure
1.
2.
3.
Access the transaction by choosing the following navigation options:
Transaction
code
SPRO
IMG menu
Logistics – General  Batch Management  Batch Information Cockpit
 Follow-Up Actions Follow-Up Actions: Assign User Groups
On the Change View “Follow-up Actions: Assign User Groups: BIC”: Overview screen
choose New Entries, make the following entries:
Group
Action
Text
SMB_Delivery
SAP1
Set batch status to <Unrestricted>
SMB_Delivery
SAP2
Set batch status to <Restricted>
SMB_Delivery
SAP4
CFB: List: Pallet / Delivery / Customer
Comment
Save your entries.
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 examplee.g. H21 and 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
Carry out the following steps:
1. Access the activity using one of the following navigation options:
SAP Menu
© SAP AG
Logistics  Materials Management  Material Master

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SAP Best Practices
Batch Management (117): Configuration Guide
Material  Create (General)  Immediately
Menu SAP
Logística  Administração de materiais  Mestre de materiais
 Material  Criar (geral)  Imediatamente
Transaction Code
MM01
1. On the Create Material (Initial Screen) screen, in the Material field, enter TRADE21 (H21)
and choose Enter.
2. Choose Enter to confirm the information message.
3. On the Select view(s) screen, select the view Classification and choose Enter.
4. On the Class type (1) screen, double-click class type 023.
5. On the Classification screen, in the Class field, enter YB_BATCH (FIFO) and choose Enter.
6. Save your entries.
7. Repeat steps 1 to 7 using material TRADE22 (H22) and class YB_EXP_DATE_001 (EXP
DATE).
8. On the Create Material (Initial Screen) screen enter H21 in input field Material and choose
Enter.
9. Choose Enter to confirm the information message.
10. On the Select view(s) screen mark the view Classification and choose Enter.
11. On the Class type (1) screen select class type 023 and double click.
12. On the Classification screen enter class YB_BATCH (FIFO) in input field Class and choose
Enter.
13. Choose Save (Ctrl + S).
14. Repeat steps 1 to 7 using material H22 and class YB_EXP_DATE_001 (EXP DATE).
6.1.2
Changing Material Master: Activate Batch Management
Use
The purpose of this activity is to activate batch management for trading materials H21 or H22.
Activation of batch management for process specific materials is done in the scenario level.
Prerequisite
The materials 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
Carry out the following steps:
1. Access the activity using one of the following navigation options:
SAP Menu
Logistics  Materials Management  Material Master 
Material  Change  Immediately
Menu SAP
Logística  Administração de materiais  Mestre de materiais
 Material  Modificar  Imediatamente
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Transaction Code
Batch Management (117): Configuration Guide
MM02
1. On the Change Material (Initial Screen) screen, enter TRADE21 (H21) in input field Material
and choose Select view(s).
2. On the Select view(s) screen mark view General Plant Data / Storage 1 and choose
Organizational levels.
3. On the Organizational levels screen, in the Plant field, enter PLANT_1 (1000) and choose
Enter.
4. On the Change Material TRADE21 (H21) screen select the Batch management checkbox.
5. Save your entries.
6. Repeat steps 1-6 with material TRADE22 (H22)
7. On the Change Material (Initial Screen) screen, enter H21 in input field Material and choose
Select view(s).
8. On the Select view(s) screen mark view General Plant Data / Storage 1 and choose
Organizational levels.
9. On the Organizational levels screen enter PLANT_1 (1000) in input field Plant and choose
Enter.
10. On the Change Material H21 screen select the checkbox Batch management (checkbox must
be flagged).
11. Choose Save (Ctrl + S).
12. Repeat steps 1-6 with material H22
6.1.3
Changing Material Master: Maintain Expiration Date
(only PI)
Use
These settings are only required for materials controlled with exp. Data. Here for trading material,
for example,e.g. H22.
Prerequisite
The material 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 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.

© SAP AG
No value entered in the material master record.
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SAP Best Practices
Batch Management (117): Configuration Guide
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 beenis activated in
Customizing for Inventory Management in the activity Set expiration date check.
Procedure
Carry out the following steps:
1. Access the transaction using one of the following navigation options:
SAP Menu
Logistics  Materials Management  Material Master
Material  Change  Immediately

Menu SAP
Logística  Administração de materiais  Mestre de materiais
 Material  Modificar  Imediatamente
Transaction Code
MM02
2. On the Change Material (Initial Screen) screen, enter 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 the input field Plant field and choose
Enter. Please note that 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
H22
D
180
365
Unit for maximum
storage period
6. Choose Save (Ctrl + S)Save your entries..
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 H21.
Procedure
Carry out the following steps:
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SAP Best Practices
Batch Management (117): Configuration Guide
1. Access the activity using one of the following navigation options:
SAP Menu
Logistics  Central functions  Batch Management  Batch
Determination  Batch Search Strategy  For Inventory
Management  Create
Menu SAP
Logística  Funções centrais  Administração de lotes 
Determinação de lotes  Estratégia de pesquisa de lotes 
Para administração de estoques  Criar
Transaction Code
MBC1
2. On the Create Batch Search Strategy: Initial Screen, in the Strategy type field, enter YB11
and choose Key Combination.
3. In the Key Combination dialog box, choose Movement Type / Material and choose Enter.
4. On the Create Batch Search Strategy: Initial Screen, enter YB11 in input field Strategy type
and choose Key Combination.
5. In the Key Combination popup, choose Movement Type / Material and choose Enter.
6. On the Create BP: Batch Number (YB11): Fast Entry screen, enter 601 in the Movement
Type field.
7. 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
H21
99
X
X
A
1
X
O
8. 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
H21
99
X
X
A
1
X
O
9. Choose Enter.
10. Select the entered line and choose Selection criteria.
11. 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).
12. On the Create BP: Batch Number (YB11): Fast Entry screen, select the entered line again
and choose Sort.
13. On the Create BP: Batch Number (YB11): Sort Rule screen, enter YB_FIFO_SORT in input
field Sort rule.
14. Choose Enter and Back (F3).
15. Save your entries.
16. Repeat steps 3 to 11 for material H21 and the following movement types:
Movement Type
Description
601 (already done)
GI for sales order
201
GI for cost center
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SAP Best Practices
Batch Management (117): Configuration Guide
Movement Type
Description
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
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 H22.
Procedure
Carry out the following steps:
1. Access the activity using one of the following navigation options:
SAP Menu
Logistics  Central functions  Batch Management  Batch
Determination  Batch Search Strategy  For Inventory
Management  Create
Menu SAP
Logística  Funções centrais  Administração de lotes 
Determinação de lotes  Estratégia de pesquisa de lotes 
Para administração de estoques  Criar
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.
© SAP AG
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SAP Best Practices
Batch Management (117): Configuration Guide
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
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 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
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
6.2.2
Batch Management (117): Configuration Guide
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 H21.
Procedure
Carry out the following steps:
1. Access the activity using one of the following navigation options:
SAP Menu
Logistics  Central functions  Batch Management  Batch
Determination  Batch Search Strategy  For Sales and
Distribution  Create
Menu SAP
Logística  Funções centrais  Administração de lotes 
Determinação de lotes  Estratégia de pesquisa de lotes 
Para vendas e distribuição  Criar
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 boxpopup, choose Material and choose Enter.
4. On the Create BP: Batch Number (YB11): Fast Entry screen, enter the following information:
Material
No.
batch
splits
Changes
allowed
Dialog
batch
determination
Dialog
UoM
Quantity
proposal
Overdelivery
allowed
Sel.
Type
TRADE21
(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.
© SAP AG
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SAP Best Practices
6.2.2.2
Batch Management (117): Configuration Guide
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 H22.
Procedure
Carry out the following steps:
1. Access the activity using one of the following navigation options:
SAP Menu
Logistics  Central functions  Batch Management  Batch
Determination  Batch Search Strategy  For Sales and
Distribution  Create
Menu SAP
Logística  Funções centrais  Administração de lotes 
Determinação de lotes  Estratégia de pesquisa de lotes 
Para vendas e distribuição  Criar
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 boxpopup, choose Material and choose Enter.
4. On the Create BP: Batch Number (YB11): Fast Entry screen, enter the following information:
Material
No.
batch
splits
Changes
allowed
Dialog
batch
determination
Dialog
UoM
Quantity
proposal
Overdelivery
allowed
Sel.
Type
H22
99
X
X
A
1
X
O
5. Choose Enter.
6. Select the entered line and choose Selection criteria.
7. The batch class YB_EXP_DATE_002 is 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, in the Sort rule field, enter
YB_EXP_DATE_SORT and choose Enter.
10. Choose Back (F3).
11. 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).
12. On the Create BP: Batch Number (YB11): Fast Entry screen, select the entered line again
and choose Sort.
13. On the Create BP: Batch Number (YB11): Sort Rule screen, enter YB_EXP_DATE_SORT in
input field sort rule.
14. Choose Enter and Back (F3).
15. Save your entries.
© SAP AG
Page 47 of 47