SAP BATCH MANAGEMENT Configuration Pack

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INDEX 1. 2. 3. 4. 5. 6. 7. 8. 9. 10. 11. 12. 13. 14. 15. 16. 17. 18. 19. 20. 21. 22. 23. 24. Batch Management Specify Batch Level and activate Batch Status Management Batch Status Management:Batch Status Management Active for Plant Level Initial status of new batches Activate Batch Number Assignment:Internal Batch Number Assignment for Goods Receipt Maintain Internal Batch Number Assignment Range Define Batch Creation for Production / Process order Define Batch Creation for Goods Movement:Define initial creation of Data for Batch master Transaction Batch Valuation Update standard Characteristics:Activate Batch Classification for Goods Movement in IM Batch Determination and Batch check Condition Table Display the condition table 030 Condition allowed fields for process order:Define Process Order Access Sequence:Strategy Type Define Process Order Strategy Types Define Batch Search procedure process order Assign Batch search procedure to process order Define Sort Rule Create Sort Sequence Shelf Life Expiration Date Set Expiration Date Check Batch Where Used List Summary:3 4 9 11 13 16 19 21 25 28 30 32 34 36 42 45 48 52 57 61 63 66 70 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:IMG Logistics General Batch Management 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:IMG Logistics General Batch Management 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:IMG Logistics General Batch Management 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:IMG Logistics General Batch Management 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 Logistics-General Batch Management Batch Number Assignment 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 Logistics-General Batch Management Batch Number Assignment 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 Logistics-General Batch Management Batch Number Assignment Maintain Internal Batch Number Assignment Range Click

Click

Click from the top menu GotoNumber Range

Click

to change else click

to display

Note: - The above number range is only for Internal.

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 Logistics-General Batch Management Batch Number Assignment Creation of New Batches 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 Logistics-General Batch Management Batch Number Assignment Creation of New Batches 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 Logistics-General Batch Management Batch Number Assignment Creation of New Batches 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 Logistics-General Batch Management Batch Valuation 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 Logistics-General Batch Management Batch Valuation Valuation for Goods Movement in Inventory Management 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 Logistics-General Batch Management Batch Determination and Batch check Condition Tables 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 Logistics-General Batch Management Batch Determination and Batch check Condition Tables 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 Logistics-General Batch Management Batch Determination and Batch check Condition Tables 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 Logistics-General Batch Management Batch Determination and Batch check Access Sequence 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 numberValue 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 Access Number -Indicate the access number. Example 40 (as already 10 to 30 are available) Indicate the table number. Example Table number 031 or any suitable table number

Tab

--

Click Click

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 Logistics-General Batch Management Batch Determination and Batch check Strategy Types 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 Logistics-General Batch Management Batch Determination and Batch check Batch Search procedure definition 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 Click in the left side of the screen

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. SCENARIO:Assign the batch search procedure to the order type. MENU PATH:IMG Logistics-General Batch Management Batch Determination and Batch check Batch Search procedure allocation and check activation Assign search procedure to production and Activate Check Assign search procedure to Process order and activate check Click to the above

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 Logistics-General Batch Management Batch Determination and Batch check 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 Logistics-General Batch Management Shelf Life Expiration Date(SLED) 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 Logistics-General Batch Management Batch Where Used List 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.