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 © 2013 SAP AG or an SAP affiliate company. All rights reserved. No part of this publication may be reproduced or transmitted in any form or for any purpose without the express permission of SAP AG. The information contained herein may be changed without prior notice. Some software products marketed by SAP AG and its distributors contain proprietary software components of other software vendors. National product specifications may vary. These materials are provided by SAP AG and its affiliated companies ("SAP Group") for informational purposes only, without representation or warranty of any kind, and SAP Group shall not be liable for errors or omissions with respect to the materials. 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Example text Emphasized words or phrases in body text, titles of graphics and tables. EXAMPLE TEXT Names of elements in the system. These include report names, program names, transaction codes, table names, and individual key words of a programming language, when surrounded by body text, for example, SELECT and INCLUDE. Example text Screen output. This includes file and directory names and their paths, messages, source code, names of variables and parameters as well as names of installation, upgrade and database tools. EXAMPLE TEXT Keys on the keyboard, for example, function keys (such as ENTER key. Example text Exact user entry. These are words or characters that you enter in the system exactly as they appear in the documentation. <Example text> Variable user entry. Pointed brackets indicate that you replace these words and characters with appropriate entries. © SAP AG F2) or the Page 3 of 47 SAP Best Practices 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 © SAP AG Page 4 of 47 SAP Best Practices 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 © SAP AG Page 5 of 47 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 © SAP AG Page 6 of 47 SAP Best Practices Batch Management (117): Configuration Guide 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). © SAP AG Page 7 of 47 SAP Best Practices Batch Management (117): Configuration Guide 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: © SAP AG Page 8 of 47 SAP Best Practices 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). © SAP AG Page 9 of 47 SAP Best Practices Batch Management (117): Configuration Guide 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 © SAP AG Page 10 of 47 SAP Best Practices 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 © SAP AG Page 11 of 47 SAP Best Practices Batch Management (117): Configuration Guide 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 © SAP AG Page 12 of 47 SAP Best Practices Batch Management (117): Configuration Guide 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. © SAP AG Page 13 of 47 SAP Best Practices Batch Management (117): Configuration Guide 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 Page 14 of 47 SAP Best Practices Batch Management (117): Configuration Guide 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! © SAP AG Page 15 of 47 SAP Best Practices Batch Management (117): Configuration Guide 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. © SAP AG Page 16 of 47 SAP Best Practices 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. © SAP AG Page 17 of 47 SAP Best Practices Batch Management (117): Configuration Guide 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. © SAP AG Page 18 of 47 SAP Best Practices Batch Management (117): Configuration Guide 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 © SAP AG Page 19 of 47 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 Page 21 of 47 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 Page 24 of 47 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 Page 26 of 47 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 Page 27 of 47 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 Page 28 of 47 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 Page 29 of 47 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 Page 34 of 47 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 Page 35 of 47 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 Page 36 of 47 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 Page 37 of 47 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 © SAP AG Page 38 of 47 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 Page 39 of 47 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 © SAP AG Page 40 of 47 SAP Best Practices 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. Page 41 of 47 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: © SAP AG Page 42 of 47 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 © SAP AG Page 43 of 47 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 Page 44 of 47 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 Page 45 of 47 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 Page 46 of 47 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