SAP
BATCH MANAGEMENT
Configuration Pack
Published by Team of SAP
Consultants at SAPTOPJOBS
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Copyright 2005-06@SAPTOPJOBS
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INDEX
1.
Batch Management
3
2.
Specify Batch Level and activate Batch Status Management
4
3.
Batch Status Management:-
9
4.
Batch Status Management Active for Plant Level
11
5.
Initial status of new batches
13
6.
Activate Batch Number Assignment:-
16
7.
Internal Batch Number Assignment for Goods Receipt
19
8.
Maintain Internal Batch Number Assignment Range
21
9.
Define Batch Creation for Production / Process order
25
10.
Define Batch Creation for Goods Movement:-
28
11.
Define initial creation of Data for Batch master Transaction
30
12.
Batch Valuation – Update standard Characteristics:-
32
13.
Activate Batch Classification for Goods Movement in IM
34
14.
Batch Determination and Batch check – Condition Table
36
15.
Display the condition table 030
42
16.
Condition allowed fields for process order:-
45
17.
Define Process Order Access Sequence:-
48
18.
Strategy Type – Define Process Order Strategy Types
52
19.
Define Batch Search procedure – process order
57
20.
Assign Batch search procedure to process order
61
21.
Define Sort Rule – Create Sort Sequence
63
22.
Shelf Life Expiration Date – Set Expiration Date Check
66
23.
Batch Where Used List
70
24.
Summary:-
71
1.
Batch Management
Batch Management is widely used sub module in SAP.
This is very essential component in Food Industries, Pharma
and chemical industries.
Batch Management has got he significant role in
Inventory Management
Production Planning
Sales and Distribution
Warehouse Management
2.
Specify Batch Level and activate Batch Status
Management
BACKGROUND:Batch Management can be activated in three levels. They are
1. Client Level
2. Plant Level
3. Material Level
At plant level, the batch number is unique in conjunction
with the respective material and the plant.
At Material level, the batches are unique at material level, that
is, the batch is independent of any plant. The same batch
number can also be assigned to another material.
At client level, the batch number is unique in the whole
client. It indicates that batches are managed uniquely for
exactly one material, that is, independently of the plant, the
same batch can exist only once for all materials.
Example
a) Plant 1000 item code A Batch 1
b) Plant 2000 item code A Batch 1
c) Plant 1000 item code B Batch 2 (batch 1 is not possible)
To change the batch level, conversion program is to be run.
This program first checks whether conversion is possible and
outputs an error log containing all batch numbers that occur
more than once at the new level.
Now you need to manually transfer these batch records to
batch numbers within Inventory Management using a transfer
posting 'material to material'.
When the batch level is changed from plant level to a higher
level, it is possible that batches with the same batch numbers
in different plants are actually identical.
In this case, remove stocks (including previous period stocks)
so that all batches with the same batch numbers, except one,
can be reorganized.
SCENARIO:Batch Management has to be activated at Plant level.
MENU PATH:IMGà Logistics General à Batch Management à Specify
Batch Level and Activate Status Management
Click
Click
Select Radio button
Click
Click
3.
Batch Status Management:-
Back Ground
This configuration setting enables to define the batch
management at client level.
A batch is either available for use or unavailable and this is
indicated in the R/3 System as:
• Restricted
• Unrestricted
SCENARIO:Batch Status Management has to be activated.
MENU PATH:IMGà Logistics General à Batch Management à Specify
Batch Level and Activate Status Management
Click
Click
Click Radio Button
Click
Click
4.
Batch Status Management Active for Plant Level
BACKGROUND:Added feature in Batch Management, which enables you to
confirm the usability of the batch.
This configuration setting enables to define the batch
management at plant level.
Batch Status Management can be activated at Plant level.
SCENARIO:Batch Status Management has to be activated at Plant level for
plant IND6
MENU PATH:IMGà Logistics General à Batch Management à Specify
Batch Level and Activate Status Management
Click
Click
Tick the Check box if the batch Status management is to be
activated at Plant Level.
Click
Click
5.
Initial status of new batches
BACKGROUND:This configuration setting enables to define the initial status of
the new batches.
SCENARIO:Batch Status Management - initial status for the new batch
for each material type at client level.
MENU PATH:IMGà Logistics General à Batch Management à Specify
Batch Level and Activate Status Management
Click
Click
Tick the check box if the initial status of the batch is to be
restricted.
Click
6.
Activate Batch Number Assignment:-
Back Ground:Activate Internal Batch Number Assignment
In this step:
• Activate internal batch number assignment
• Define whether internal batch number assignment is
allowed for goods receipts that have an account
assignment
SCENARIO:Internal Automatic Batch Number is to be activated. According
to the business requirement it can either be activated or
deactivated. If it is deactivated, Batch number has to be given
externally.
MENU PATH:IMG à Logistics-General à Batch Management à Batch
Number Assignment à Activate Internal Batch Number
Assignment
Click
Click
Click
Select Radio button
Click
Click
7.
Internal Batch Number Assignment for Goods
Receipt
BACKGROUND:This configuration setting defines whether automatic batch
number assignment is permitted when goods are received for a
purchase order with account assignment for a material that is
to be handled in batches.
If the internal batch number is activated, still it can be
controlled at Plant level for Goods Receipt for creation of
Batch.
SCENARIO:Automatic creation of Batch for Plant IND6 is to be
deactivated.
MENU PATH:IMG à Logistics-General à Batch Management à Batch
Number Assignment à Activate Internal Batch Number
Assignment
Click
Click
Click
Tick this check box if internal batch number assignment is to
be done.
Click
Click
Click
8.
Maintain Internal Batch Number Assignment
Range
BACKGROUND:In this activity, Internal Number Range is maintained for
internal batch number assignment.
In the standard settings, number range 01 from 0000000001
to 9999999999 has been defined for number range object
BATCH_CLT.
SCENARIO:Standard internal number range setting is sufficient. Let us
display the standard setting to have better understanding
MENU PATH:IMG à Logistics-General à Batch Management à Batch
Number Assignment à Maintain Internal Batch Number
Assignment Range
Click
Click
Click from the top menu GotoàNumber Range
Click
to change else click
Note: - The above number range is only for Internal.
to display
To Maintain External Number Range:Click
.
Enter From Number and To Number
Tick the Ext check box in the right side end of the screen.
Click
Click
9.
Define Batch Creation for Production / Process
order
BACKGROUND:This configuration setting enables to define whether automatic
batch number assignment is permitted when goods are
received for a purchase order with account assignment for a
material that is to be handled in batches.
If the internal batch number is activated, still it can be
controlled at Plant and production or process order level
whether batch number has to be created automatically or not.
SCENARIO:Automatic Batch Number has to be activated for Process order
type PI01 in Plant IND6 during Order Release.
MENU PATH:IMG à Logistics-General à Batch Management à Batch
Number Assignment à Creation of New Batches à Define
Batch creation for Production Order / Process Order
Click
Select IND6 and Prod.profile IND001
Click
Click
to check available entries
Select
Select Classif Batches as “ No branching to batch
classification”. This will ensure, while performing the
transaction, classification view will not appear to update the
characteristics value.
-- Tick in this check box will update the batch
value through customer function call (CFC).
Click
Click
10. Define Batch Creation for Goods Movement:BACKGROUND:Using this function, you can define for each movement type
whether a new batch is created for a goods receipt and how it
is created.
In order to issue batch numbers automatically, you must set
internal batch number assignment. To do this, refer to the
section Internal Batch Number Assignment.
SCENARIO:You should not be able to manually issue a batch number for
a goods receipt for purchase order (movement type 101).
Batch numbers should always be determined by the system.
To do this, choose option
“C - automatic/ no new data creation” for movement type 101.
MENU PATH:IMG à Logistics-General à Batch Management à Batch
Number Assignment à Creation of New Batches à Define
Batch creation for Goods Movements
Click
Standard setting will be as “Automatic / manual without
checking” which indicates that it will enable either automatic
creation or manual creation without checking the existence of
the Batch mentioned.
Click
Click
Click
to select more options.
11. Define initial creation of Data for Batch master
Transaction
BACKGROUND:This configuration setting enables to define creation of new
batch creation for movement type.
Note:If batch numbers are to be assigned automatically, internal
batch number assignment must be set up. To do this, read the
section Batch Number Assignment.
SCENARIO:It should not be possible to assign a batch manually for
finished products. The batch numbers should always be
determined automatically by the system. To ensure they are
determined automatically, choose the option
“C - automatic/ No manual creation” for the material type
FERT.
MENU PATH:IMG à Logistics-General à Batch Management à Batch
Number Assignment à Creation of New Batches à Define
Initial creation of Data for Batch Master Transaction
Click
Click in the right side end of the row to view more options
and to select.
Click
Click
12. Batch Valuation – Update standard
Characteristics:BACKGROUND:This configuration setting enables to copy the standard SAP
created Batch characteristics to the new client.
Below is the Standard characteristics defined by SAP.
LOBM_VFDAT expiration date, shelf life
LOBM_VERAB availability date
LOBM_LFDAT delivery date
LOBM_RLZ required remaining shelf life of batch
LOBM_MENGE sortable quantity
LOBM_ZUSTD status of batches
LOBM_LVORM deletion flag
LOBM_BWTAR valuation type
LOBM_LGORT storage location
LOBM_QNDAT next batch check date
It is required to be performed only when there is a new client
or upgrade.
SCENARIO:Update the standard SAP Batch class characteristics to the
new client.
MENU PATH:IMG à Logistics-General à Batch Management à Batch
Valuation à Update Standard Characteristics
Click
Click
This will update the standard characteristics.
Above message will appear after the update.
13. Activate Batch Classification for Goods
Movement in IM
BACKGROUND:This configuration setting enables to define the classification
of batch for each movement type.
If classification is activated, the characteristic contained in the
batch class are assigned values automatically during the
transaction.
In the standard R/3 system, batch classification is not active.
SCENARIO:Material master is attached with Batch class having Batch
characteristics.
During the goods movement type 101, system should not
branch to classification view, it will be updated later.
MENU PATH:IMG à Logistics-General à Batch Management à Batch
Valuation à Valuation for Goods Movement in Inventory
Management à Activate Batch Classification for Goods
Movement in IM.
Click
Press
match code in column 3 to view the possible entries
and select
Click
Click
14. Batch Determination and Batch check –
Condition Table
BACKGROUND:Batch determination
automatically during
function
helps
to
find
the
batch
Process order / Production order creation
Picking for sales item
Warehouse Management transactions
Selecting the batch automatically is done through the method
called condition technique and search strategy.
Condition technique is performed with
Condition Table
Access Sequence
Condition Table is a collection of relevant fields from the field
group in order to perform the Batch search.
Access Sequence defines the order in which the search is to be
performed in accessing the condition table.
Search strategy contains
Details of Batch class
Number of allowed splits to meet the required quantity
Sort sequence
Quantity proposal
SCENARIO:Create condition table for order type, Plant and Component
combination for Process order and explain.
When performing the Batch search for components inside the
process order, it is required to mention to which combination
of fields, the batch is to be searched.
Condition table will contain the relevant application fields.
Let us display the condition table which has got the below
fields.
Order Type
Plant
Components
This is the table structure; data have to be maintained to the
combination of above three.
Maintaining data to the condition table is called condition
Record. That is Master data maintenance.
MENU PATH:IMG à Logistics-General à Batch Management à Batch
Determination and Batch check à Condition Tables à Define
Process Order condition Tables
Note: - Condition table can be defined for searching the
batches during performing the transaction in different
modules as below
Inventory Management – during transfer postings
Sales and Distribution – during sales order processing
Production Order – for component during creating
Production order
Process Order -- for component when creating Process
order
Warehouse Management – To search batch for specific
warehouse number
Out of above listed modules, we shall discuss about process
order condition tables.
Click
Note:Create condition table will enable to crate the new condition
table
Change condition table will enable to change the existing field
content in the table.
Display condition table will enable to display the existing
condition table.
Conditions:Allowed Fields will enable to display and maintain
the fields to be used while creating the condition table.
Click
Click
in the bottom
Enter condition table number E.g. 930
Click
Right side displayed fields are available to select and create
condition table
Click on the required field. E.g. Order Type
Click
Like the above select, Plant and Material number
Click
to generate the condition table
Click
Note: - You should have proper authorization to create
condition table as it is a cross client settings.
Click
Click
15. Display the condition table 030
BACKGROUND:This configuration setting enables to display the condition
table created already.
Let us display the condition Table 030 which is created for the
combination of
Order type
Plant
Component
SCENARIO:Display condition table.
MENU PATH:IMG à Logistics-General à Batch Management à Batch
Determination and Batch check à Condition Tables à Define
Process Order condition Tables
Click
Click
Click
Enter the table number. E.g 30
Click
Click
16. Condition allowed fields for process order:BACKGROUND:This configuration setting enables to define the required fields
to add in the field group so as it to be used in the condition
table.
Standard SAP provides the field group for applications of
Inventory Management - To search batch during
movements of material.
Sales and Distribution – To search batch during sales
order processing
Production Order – To search batch for component when
creating Production order
Process Order -- To search batch for component when
creating Process order
Warehouse Management – To search batch for specific
warehouse number
Additional appropriate fields can be added.
SCENARIO:Explain the way to add new fields to the process order
condition table fields list.
MENU PATH:-
IMG à Logistics-General à Batch Management à Batch
Determination and Batch check à Condition Tables à Define
Process Order condition Tables
Click
Click
Click
at the bottom
Click
Note: - This is the cross client setting. Proper authorization
and care should be taken while performing this.
Click
to add any new fields
Enter the field name
Click
Click
17. Define Process Order Access Sequence:BACKGROUND:This configuration setting enables to define the access
sequence.
Access sequence will define the order of priority to access the
condition table. More than one condition table can be
maintained for various combinations.
Example, for process order, one condition table for Order type,
Plant and component combination (Table no.030), there can be
another condition table for Movement type, Plant and Storage
Location (Table no.922).
Note: - these numbers can vary from system to system. Given
numbers are only for understanding.
In the access sequence, accessing sequence for condition table
will be defined.
SCENARIO:Discuss the access sequence for process order
MENU PATH:IMG à Logistics-General à Batch Management à Batch
Determination and Batch check à Access Sequence à Define
Process Order Access Sequence
Click
Click
Note:- This is cross client settings, more care should be taken
while performing.
The above screen shows
1. Access sequence numbers are displayed –
Each
access sequence will access the different condition
table in different sequence.
Let us discuss the first access sequence
Select Access sequence CO01 by clicking the grey button in
the left
Double Click Access in the left side of the screen
First column AC refers the sequence number—Value 10
maintained
Second column Tab refers the table number to be accessed –
Value 30 refers to the condition table 30 for the combination of
Order type/ Plant/Component
With the above settings, while performing the batch search
table will be accessed in the following sequence.
First table number 30 will be accessed
Second table number 25 will be accessed
Third table number 922 will be accessed
To add new access sequence number
Click
Maintain
Click
Click
Access Number --
Indicate the access number.
Example 40 (as already 10 to 30 are
available)
Tab
Indicate the table number. Example
Table number 031 or any suitable
table number
--
18. Strategy Type – Define Process Order Strategy
Types
BACKGROUND:This configuration setting enables to define the strategy type
for process order.
Strategy type defines how the batch is to be selected.
Example: It is required to use different batch search strategies for
different combinations of plant and order type.
For this purpose, following strategy types can be created
• Strategy type with a selection class that uses the shelf life
expiration date as search criterion during batch
determination
• Strategy type with a selection class that uses the goods
receipt date as search criterion during batch
determination
• Strategy type without a selection class; this enables you
to define the selection class when you create the strategy
record
SCENARIO:Discuss the strategy type for process order.
MENU PATH:-
IMG à Logistics-General à Batch Management à Batch
Determination and Batch check à Strategy Types à Define
Process Order Strategy Types
Click
There are already strategies available, new strategy can be
maintained.
Click
Maintain the following fields
Field Name
Condition Type – Refers to the
name of the condition type
Description of the condition
type
Field Value
Enter any four digits. E.g.
CO01
Enter description as “Order
type and Plant”
Access
Sequence
–
Key Enter suitable access key. E.g.
referring
to
the
access CO01
sequence.
Class – indicates the name of Leave it blank
the class to which the batch
search is to be performed.
Selection Type
Indicates how the batch is to
be seleced, either according to
the selection criteria, or not to
select even with the selection
criteria.
E.g.
Blank
indicates
immediate selection according
to the selection criteria
O – indicates selection with no
selection criteria
N No selection at the
beginning
of
the
batch
determination.
Sorting Sequence – Defining Select the appropriate sort
the sequence in which the rule. Creation of sort rule is
result of batch search is to be explained below.
sorted.
No.Of
splits
–
indicates Enter the required number
maximum number of batches according to the business.
that can be mixed to achieve E.g. 2; which will not allow
more than two batches to be
the desired quantity.
clubbed.
- to allow the Leave it blank not to allow the
user to change the Batch split user to change the number of
split.
- excess delivery Leave it blank
to be allowed or not
- display UOM for Enter A to display in stock
keeping unit.
batch
- To make the Leave this check box blank so
batch
determination
in that the batch determination
be
done
in
foreground
or
in will
BACKGROUND. If it is in BACKGROUND. User will not
foreground, select condition be able to change the select
condition.
can be changed.
- controls how the Select 3.
quantity of batches are to be
proposed. Through internal
function
modules
it
is
governed.
Click
Click
19. Define Batch Search procedure – process order
BACKGROUND:A batch search procedure for batch determination in process
orders is defined here.
A batch search procedure comprises all strategy types that can
be used for a particular combination of plant and order type.
To be able to define search procedures, necessary strategy
types must have defined already.
SCENARIO:Create Batch Search procedure for process order.
MENU PATH:IMG à Logistics-General à Batch Management à Batch
Determination and Batch check à Batch Search procedure
definition à Define Process Order Search procedure
Click
Click
Enter Procedure identification number. E.g. Z00001
Enter Description
type/Plant search
Click
of
the
search
procedure.
E.g. Order
Select search procedure Z00001 by clicking grey button in the
left side.
Double Click
in the left side of the screen
Click
Maintain
Step to identify the step number. E.g. enter 10.
Cntr – Condition number – Leave it blank
CTyp – Condition type i.e strategy type. Enter the
strategy type. E.g. CO01
Repeat the above step with incremental step number in counts
of ten and maintain for all strategy.
Click
Click
till you reach the main configuration screen.
20. Assign Batch search procedure to process order
BACKGROUND:This configuration setting enables to define batch search
procedures. This is defined to the combination of process
order and Plant.
Batch determination will be carried out
combination and activate batch checking.
to
the
above
SCENARIO:Assign the batch search procedure to the order type.
MENU PATH:IMG à Logistics-General à Batch Management à Batch
Determination and Batch check à Batch Search procedure
allocation and check activation à Assign search procedure to
production and Activate Check à Assign search procedure to
Process order and activate check
Click
To the combination of Plant and order type, mention the
search procedure.
Tick the check box Check Batch against the selection criteria
maintained in the strategy. Leave it blank.
Click
Click
21. Define Sort Rule – Create Sort Sequence
BACKGROUND:This configuration setting enables to define the sort rule.
With the help of sort rules, characteristics on which batches
are to be sorted are defined.
As a rule, all characteristics (this applies to standard
characteristics as well as to user-defined characteristics) to be
used for selection must also be contained in the batch class.
The following characteristics for defining sort rules are
contained in the standard SAP R/3 System:
•
•
•
•
•
•
•
•
LOBM_ZUSTD
LOBM_LVORM
LOBM_QNDAT
LOBM_VERAB
LOMB_VFDAT
LOBM_MENGE
LOBM_LGORT
LOBM_BWTAR
unique at plant
status
deletion flag
next inspection date
availability date
expiration date/Shelf life
quantity
storage location
valuation type (only if batches are
level)
SCENARIO:Create a sort sequence
MENU PATH:IMG à Logistics-General à Batch Management à Batch
Determination and Batch check à Define Sort rules
Click
Click
Click
Enter any sort sequence Number. E.g. 1
Click
Enter the description of the sort sequence
Select the Status as “Released”
Click
Maintain the characteristics according to the sequence it is to
be sorted.
Select Ascending
accordingly.
Click
or
Descending
check
box
to
sort
it
22. Shelf Life Expiration Date – Set Expiration Date
Check
BACKGROUND:This configuration setting enables to define the shelf Life
Expiration Date check for movement type.
The shelf life expiration date of a material can only be checked
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 ind. field.
• the shelf life expiration date check is active in the plant
• the shelf life expiration date check is active for the
movement type
If the shelf life check expiration date check is active, you must
enter the shelf life expiration date or the production date of the
material at the time of a goods receipt.
At the time of goods receipt, the system checks whether the
remaining shelf life is sufficient. If this is not the case, a
warning or error message is issued, depending on the system
settings.
When the goods receipt is posted, the shelf life expiration date
is recorded in the material document.
Materials handled in batches:
For materials handled in batches, the date is also stored in the
batch master record.
In the material master record, the following fields are relevant
for the shelf life expiration date check:
• minimum remaining shelf life
• Total shelf life
If you do not enter a total shelf life, you directly enter the
shelf life expiration date with the goods movements.
If you enter a total shelf life, you enter the production date
with the goods movements.
The system automatically calculates the shelf life
expiration date on the basis of the production date plus
shelf life.
You will find both fields in the storage data of the material
master record.
Example:A material has a minimum remaining shelf life of 10 days and
a total shelf life of 20 days.
You enter the goods receipt of a new batch on 7/10 and enter
7/1 as production date.
The system calculates the shelf life expiration date
07/21 from the production date plus total shelf life (20 days).
The batch still has a remaining shelf life of 11 days. The goods
receipt is accepted.
SCENARIO:Set the expiration date check active for Plant and Material
MENU PATH:IMG à Logistics-General à Batch Management à Shelf Life
Expiration Date(SLED) à Set Expiration Date Check
Click
Click
Go the required Plant and tick the check box, which will
Activate the shelf life expiry check.
Click
Click
Click
Select the required movement type. E.g. 101
Press
in Check SLExpDate column
Following available entries will be displayed
Select the appropriate to have the desired effect during the
goods movement.
Click
Click
Click
23. Batch Where Used List
BACKGROUND:This configuration setting enables to activate the Batch Where
Used List for a plant.
Batch where used list will provide the entire information about
the batch usage.
SCENARIO:Activate the batch where used list updation for plant IND6.
MENU PATH:IMG à Logistics-General à Batch Management à Batch
Where Used List à Make settings for Batch Where-Used List
Click
Tick the check box as shown above.
Click
24. Summary:Friends,
Hope you must be now in a position to implement batch
management in any organization.
This covers the complete batch management configuration and
with the help of this user manual, you should be able to do
batch management.