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SAP

BATCH MANAGEMENT
Configuration Pack
Published by Team of SAP
Consultants at SAPTOPJOBS
Visit us at www.sap-topjobs.com

Copyright 2008-10@SAPTOPJOBS

All rights reserved. No part of this publication may be reproduced, stored in a


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INDEX
1.

Batch Management

2.

Specify Batch Level and activate Batch Status Management

3.

Batch Status Management:-

4.

Batch Status Management Active for Plant Level

12

5.

Initial status of new batches

15

6.

Activate Batch Number Assignment:-

18

7.

Internal Batch Number Assignment for Goods Receipt

21

8.

Maintain Internal Batch Number Assignment Range

24

9.

Define Batch Creation for Production / Process order

28

10.

Define Batch Creation for Goods Movement:-

31

11.

Define initial creation of Data for Batch master Transaction

33

12.

Batch Valuation Update standard Characteristics:-

35

13.

Activate Batch Classification for Goods Movement in IM

38

14.

Batch Determination and Batch check Condition Table

40

15.

Display the condition table 030

46

16.

Condition allowed fields for process order:-

49

17.

Define Process Order Access Sequence:-

52

18.

Strategy Type Define Process Order Strategy Types

57

19.

Define Batch Search procedure process order

61

20.

Assign Batch search procedure to process order

65

21.

Define Sort Rule Create Sort Sequence

67

22.

Shelf Life Expiration Date Set Expiration Date Check

70

23.

Batch Where Used List

74

24.

Summary:-

75

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
Press

if you get any information message

Tick the Check box if the batch Status management is to be


activated at Plant Level.
Click

Click
Note:If a plant where the batch status management is not active
earlier and it is activated later, then the batch status
management conversion tab screen will be activated and that
has to be executed.
This is applicable only when the batch management is at plant
level, when it is at material level, it is not relevant.
When the batch management is at material level, at material
type level the batch status is activated.

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
display

to change else click

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

to

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 Creation of
New Batches Define Batch creation for Production Order /
Process Order
Click

Select IND6 and Prod.profile IND001


Click

Click

Select

to check available entries

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 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 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.


Click

Click

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
Follow the above step and 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
To add new access sequence number
Click

Maintain

Click

Access Number --

Indicate the access number.


Example 30 (as already 10 to 20 are
available)

Tab

Indicate the table number. Example


Table number 930 or any suitable
table number

--

if you get any message

Click
Select the newly created row

Double click

Click
Click

to perform the field assignment.

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

Key Enter suitable access key. E.g.


access CO01

Access
Sequence
referring
to
the
sequence.
Class indicates the name of Leave it blank
the class to which the batch

search is to be performed.
Sorting Sequence Defining
the sequence in which the
result of batch search is to be
sorted.
No.Of
splits

indicates
maximum number of batches
that can be mixed to achieve
the desired quantity.

Select the appropriate sort


rule. Creation of sort rule is
explained below.

Enter the required number


according to the business.
E.g. 2; which will not allow
more than two batches to be
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
batch
keeping unit.
- 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 of the search procedure. E.g. Order
type/Plant search
Click

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.
Counter 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
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 to the above
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 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.