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EHP6 for SAP ERP

6.0
June 2012
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

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SAP Best Practices

Batch Management (117): Configuration Guide

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SAP Best Practices

Batch Management (117): Configuration Guide

Contents
Batch Management................................................................................................................... 6
1

Purpose............................................................................................................................. 6

2

Preparation........................................................................................................................ 6
2.1

3

4

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.........................................................8

3.6

Internal Batch Number Assignment for Assigned Goods Receipt............................8

3.7

Updating LOBM Standard Characteristics (only Expiration Date)............................9

Essential Master Data........................................................................................................ 9
4.1

5

General Master Data for Batch Determination and Batch Check.............................9

4.1.1

Creating Characteristics (FIFO only)...................................................................9

4.1.2

Creating Classes (FIFO and Expiration Date)...................................................11

4.1.3

Creating Sort Sequences (FIFO and Expiration Date).......................................11

Configuration of Batch Management...............................................................................12
5.1

Configuration for Batch Management General......................................................12

5.1.1

Activating Batch Classification for Goods Movements in IM..............................12

5.1.2

Making Settings for Batch Where-Used List......................................................13

5.1.3

Setting Expiration Date Check for Plant (Expiration Date only).........................14

5.1.4

Setting Expiration Date Checks for Movement Types (Expiration Date only)....14

5.2

Configuration for Batch Determination and Batch Check.......................................16

5.2.1

MM Batch Determination and Batch Check.......................................................16

5.2.2

PP Batch Determination and Batch Check........................................................18

5.2.3

SD Batch Determination and Batch Check........................................................20

5.3

6

Prerequisites............................................................................................................ 6

Batch Split Processing in SD.................................................................................26

5.3.1

Deliveries with Batch Split.................................................................................26

5.3.2

Billing of Batch Split Items.................................................................................27

Master Data..................................................................................................................... 28
6.1

Material Master...................................................................................................... 28

6.1.1

Creating Material Master: Assigning Class (FIFO & EXP DATE).......................28

6.1.2

Changing Material Master: Activating Batch Management................................29

6.1.3

Changing Material Master: Maintaining Expiration Date (only PI).....................29

6.2
6.2.1

© SAP AG

Batch Search Strategies - Condition Records.......................................................30
Batch Search Strategy for Inventory Management (FIFO and Exp.Date)..........30

Page 4 of 40

..SAP Best Practices 6.2.Date)........33 Page 5 of 40 ..2 © SAP AG Batch Management (117): Configuration Guide Batch Search Strategy for Sales and Distribution (FIFO and Exp..

Three unique options for a material are available:  At plant level  At material level  At client level Prerequisites If the material or client level for a material is chosen. This document can be found on the SAP Best Practices documentation DVD in the folder: BL_AE\Documentation\.xls. 3 Batch Management General 3. 2 Preparation 2.xls). check that no materials exist in stock. the placeholder [xx] depends on the SAP Best Practices version you use. refer to the installation guide of this building block. If a material exists in stock.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. Access the activity using one of the following navigation options: Transaction code OMCT IMG menu Logistics .General  Batch Management  Specify Batch Level and Activate Status Management © SAP AG Page 6 of 40 . If you do not want to configure manually and prefer an automated installation process using BC Sets and other tools. for example. For more information. Procedure 1. you must install prerequisite building blocks. the level may not be changeable.1 Prerequisites Before you start installing this building block.1 Defining Batch Level Use This transaction enables you to set the batch level for batch management. see the building block prerequisite matrix (Prerequisites_Matrix_[xx]_EN_AE. BL refers to the SAP Best Practices Baseline Package: Prerequisites_Matrix_BL_EN_AE.

choose Batch status management. On the Define Batch Status Management screen. The project should carefully review which batch level is needed before configuration and creation of master data is started. Prerequisites The batch level should be set before the batch management is set to active.General  Batch Management  Specify Batch Level and Activate Status Management © SAP AG Page 7 of 40 . Access the activity using one of the following navigation options: Transaction code OMCT IMG menu Logistics . 3. Choose Save (Ctrl + S). choose Batch status management active. choose Batch unique at material level and choose Save (Ctrl + S). Procedure 1. 3. 4. Access the activity using one of the following navigation options: Transaction code OMCT IMG menu Logistics . If the system displays any warning messages. continue by choosing Enter. On the Define Batch Level screen. Result The batch level has been set to the material level. Prerequisites The batch level has been chosen. choose Batch Level.SAP Best Practices Batch Management (117): Configuration Guide 2. Carefully consider this step.2 Activating Status Management Use The purpose of this activity is to set the batch management to active status in the client. Result The batch level status has been activated. Procedure 1.General  Batch Management  Specify Batch Level and Activate Status Management 2. 3. On the Bathc Definition screen. 4.3 Converting Batch Level Use The purpose of this activity is to activate the conversion of the batch level. On the Bathc Definition screen. 3. because it is very difficult to change the batch level once materials exist in stock.

choosing No. Prerequisites The status of batch management has been set from inactive to active. 3. The status bar will display a notification of success.General  Batch Management  Batch Number Assignment  Activate Internal Batch Number Assignment © SAP AG Page 8 of 40 . choose Yes to run the conversion in test mode. Result The batch level has been converted. In the dialog box.SAP Best Practices Batch Management (117): Configuration Guide 2. On the Batch Definition screen. choose Batch level Conversion. 3. Access the activity using one of the following navigation options: Transaction code OMCZ IMG menu Logistics . choose No. In the dialog box.4 Converting Status Management Use This activity converts the batch management status to active. If this test run is successful. Procedure 1. 3.General  Batch Management  Specify Batch Level and Activate Status Management 2. you should run the conversion directly. 3. Procedure 1. Result The batch status level has been converted. Access the activity using one of the following navigation options: Transaction code OMCT IMG menu Logistics .5 Activating Internal Batch Number Assignment Use The purpose of this activity is to set the internal number assignment of batches to automatically active. Choose Batch status management conversion.

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. choose Create request. Choose Save. acctAssg Plant_1 (1000) X Plant_2 (1100) X 4. GR w. 5. 117 Activities). 3. Procedure 1. Choose Activate Batch Number Assignment. then choose Save (Ctrl + S). In the Prompt for Local Workbench Request dialog box. automatic f. Access the activity using the following navigation options: Transaction code SPRO IMG menu Logistics . 6. Choose Back (F3). On the Activate Internal Batch Number Assignment screen.General  Batch Management  Batch Valuation  Update Standard Characteristics © SAP AG Page 9 of 40 . 3. Procedure 1. choose Automatic batch number assignment active and choose Save (Ctrl + S). enter a short description (for example.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. In the Create Request dialog box.SAP Best Practices Batch Management (117): Configuration Guide 2. Access the activity using one of the following navigation options: Transaction code BMSM IMG menu Logistics . 4. 3. Choose Continue (Enter). enter the following information: Plant Bch no. in Short Description. 3.General  Batch Management  Batch Number Assignment  Activate Internal Batch Number Assignment 2. 7. Choose the activity Internal Batch Number Assignment for Assigned Goods Receipt. On the Change View “Internal Batch Number Assignment for Assigned Goods Receipt” screen.

enter YB_BATCH_NUMBER. choose Back (F3). choose Yes. 4 Essential Master Data 4. 4. On the Create Characteristics screen. On the Copy Object Lists between clients screen. Result You have copied the LOBM standard characteristics from client 000 into your development client. 2. make the following entries: Field name User action and values Basic Data Description Batch Number Status 1 Released Data Type CHAR Number of Chars 10 Single Value X Addnl data Table Name MCH1 Field Name CHARG Not Ready for Input X © SAP AG Page 10 of 40 . 3. in the field of Characteristic. choose Back (F3). In the Update the standard features dialog box. Choose Create. On the Maintaining Standard Characteristics with objects dependencies screen.SAP Best Practices Batch Management (117): Configuration Guide 2.1. Access the activity using one of the following navigation options: SAP ECC menu Logistics  Central Functions  Variant Configuration  Environment  Classification  Master Data  Characteristics Transaction code CT04 1. Procedure 1. 3.1 Creating Characteristics (FIFO only) Use The purpose of this activity is to prepare the master data for the search strategy.1 General Master Data for Batch Determination and Batch Check 4. On the Characteristics screen.

you define two classes for use with batches. Choose Save. The class YB_BATCH is used for the FIFO search strategy. One class contains the characteristic LOBM_VFDAT: Expiration Date. Access the activity using one of the following navigation options: SAP ECC menu Logistics  Central Functions  Variant Configuration  Environment  Classification  Master Data  Classes Transaction code CL02 © SAP AG Page 11 of 40 .1. 5. shelf life.SAP Best Practices Batch Management (117): Configuration Guide 4. and LOBM_VFDAT Expiration date. Choose Save. Procedure 1. Create class characteristic YB_ SUPPLIER_BATCH_NUMBER Vendor Batch Number with the following entries: Field name User action and values Characteristic Name YB_ SUPPLIER_BATCH_NUMBER Basic Data Description Vendor Batch Number Status 1 Released Data Type CHAR Number of Chars 15 Single Value X Additional Data Table Name MCH1 Field Name LICHA 6. LOBM_LFDAT Batch determination delivery date.2 Creating Classes (FIFO and Expiration Date) Use The purpose of this activity is to prepare the master data for the search strategy. and the other class with three characteristics: LOBM_RLZ Remaining shelf life for batch. Result The class characteristics YB_BATCH_NUMBER and YB_ SUPPLIER_BATCH_NUMBER are created. In this step. 4.

FIFO-sorting is sorting batches first-in-firstout. Result The materials are later assigned to class 023_001 (YB_EXP_DATE_001) or YB_BATCH in the material masters. Choose Save. To maintain the necessary master data manually. choose Create. Class Class type Description Characteristic Characteristic Characteristi c YB_BATCH 023 Batch FIFO(firstin-first-out) YB_BATCH_N UMBER YB_EXP_DAT E_001 023 Products with expiration date LOBM_VFDAT YB_EXP_DAT E_002 023 Search class with LOBM_RLZ expiration date YB_SUPPLIE R_BATCH_NU MBER LOBM_LFDAT LOBM_VFDA T 3. Shelf Life is assigned to the sort class YB_EXP_DATE_SORT. and make the following entries: Sort sequence Description Status YB_FIFO_SORT Sorting rule for batches FIFO 1Released YB_EXP_DATE_SORT Sorting rule expiration date 1Released © SAP AG Characteristic name Ascending X YB_BATCH_NUMBER X LOBM_VFDAT Page 12 of 40 . 023_002 (YB_EXP_DATE_002) is used in the batch determination search strategies for SD and PP/PI.SAP Best Practices Batch Management (117): Configuration Guide 2. 4. the characteristic LOBM_VFDAT: Expiration Date. Prerequisites As a rule. Access the activity using one of the following navigation options: SAP ECC menu Logistics  Central Functions  Batch Management  Batch Determination  Selection and Sort  Sort Rule  Create Transaction code CU70 2. 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. and maintain the other necessary master data manually.1. choose Enter.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. Enter the Class and the Class ype as follows. In this case. enter the sort sequence as follows. Procedure 1.

Choose Save.SAP Best Practices Batch Management (117): Configuration Guide 3. Procedure 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. 5 Configuration of Batch Management 5. Access the activity using one of the following navigation options: Transaction code OMCV IMG menu Logistics . Result The sort sequences were created.1 Configuration for Batch Management General 5.General  Batch Management  Batch Valuation  Valuation for Goods Movement in Inventory Management  Activate Batch Classification for Goods Movements in IM © SAP AG Page 13 of 40 .1.

enter the following information and then choose Save (Ctrl + S): © SAP AG Page 14 of 40 . On the Change View “Classify Batches Within Goods Movement”: Overview screen.SAP Best Practices Batch Management (117): Configuration Guide 2.

SAP Best Practices Batch Management (117): Configuration Guide 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 1 315 4 319 4 321 3 323 3 325 4 342 4 451 4 453 4 501 1 503 4 505 4 511 4 521 4 523 4 525 4 531 4 541 3 543 3 561 4 562 4 563 4 565 4 651 3 653 3 © SAP AG Page 15 of 40 .

On the Activate/Deactivate Expiration Date Check screen. Procedure 1.General  Batch Management  Shelf Life Expiration Date (SLED)  Set Expiration Date Check 2.3 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. On the Change View “Batch Where-Used Lis”t: Overview screen. Procedure 1. 5. 5. Access the activity using one of the following navigation options: Transaction code SPRO IMG menu Logistics . Mvnt Type”: Overview screen.1. posting PLANT_1 (1000) Production Plant X PLANT_2 (1100) Distribution Plant X Result You have made settings for the batch where-used list. On the Change View “Activate Exp. Access the activity using one of the following navigation options: Transaction code OMJ5 IMG menu Logistics .General  Batch Management  Batch Where-Used List  Make Settings for Batch Where-Used List 2. choose Plant. enter the following information and choose Save: Plant Description BaWU synchron.1. 3.Date View per Plant.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.SAP Best Practices Batch Management (117): Configuration Guide Movement Type Batch Classification 655 3 Result You have activated batch classification for goods movements in IM. enter the following information: Plnt BBD/ProdDt 1000 X 1100 X © SAP AG Page 16 of 40 .

Result The expiration date is activated for the selected plants.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. Procedure 1. so that the goods receipt is accepted by the system. Access the activity using one of the following navigation options: Transaction code OMJ5 IMG menu Logistics – General ® Batch Management ® Shelf Life Expiration Date (SLED) ® Set Expiration Date Check © SAP AG Page 17 of 40 .  The shelf life expiration date check is active in the plant.SAP Best Practices Batch Management (117): Configuration Guide 4. The minimum remaining shelf life is the time the material must still be usable. You can define the time unit the system uses in the storage data of the material master record in the Period indicator field.  The shelf life expiration date check is active for the movement type. 5. 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. Choose Save.1.

General  Batch Management  Batch Determination and Batch Check  Strategy Types  Define Inventory Management Strategy Types © SAP AG Page 18 of 40 .1. 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 4. 5.2 Configuration for Batch Determination and Batch Check 5. Result The expiration date is required as input for the selected movement types and is checked when entered. On the Change View “Expiration Date per Movement Type”: Overview screen. Procedure 1. Access the activity using one of the following navigation options: Transaction code SPRO IMG menu Logistic . Choose Save.2.SAP Best Practices Batch Management (117): Configuration Guide 2. 3.2. Choose Movement Type.1 Defining Inventory Management Strategy Types (FIFO & Expiration Date) Use The purpose of this activity is to define the Inventory Management strategy types.1 MM Batch Determination and Batch Check 5.

4. choose New Entries and make the following entries: Field name Description User action and values Condit. On the Change View “Strategy types (&1&2)”: Overview screen. ME01 Note MovType/Plant/Materia 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. X Qty proposal © SAP AG Leave empty Page 19 of 40 . Type YB11 Description BP: Batch number Access seq. of splits 3 Changes allowed X Quantity proposal Display UoM B Dialog batch determin. ME01 Note MovType/Plant/Materia Selection Class YB_EXP_DATE_002 Sorting Sort sequence YB_EXP_DATE_SORT Batch split No.SAP Best Practices Batch Management (117): Configuration Guide 2. type YB12 Description BP: Expiration date Access seq. choose New Entries and make the following entries: Field name Description User action and values Condit. Leave empty Qty proposal Leave empty 3. On the Change View “Strategy types (&1&2)”: Overview screen. Choose Save (Ctrl + S).

Warehouse Management. Access the activity using one of the following navigation options: Transaction code SPRO IMG menu Logistic . Choose Save (Ctrl + S). 6.General  Batch Management  Batch Determination and Batch Check  Batch Search Procedure Definition  Define Inventory Management Search Procedure 2. 6.1.2 Defining Inventory Management Search Procedure Use The purpose of this activity is to define batch search procedures for production orders and the areas Inventory Management. Enter the following information: Step Counter CTyp 10 1 YB11 20 1 YB12 5. Choose Save (Ctrl + S). choose New Entries and make the following entries: Procedure Description YB0001 BP: Search procedure 3.2. 4. Choose Back (F3).1. Access the activity using one of the following navigation options: Transaction code OMCG IMG menu Logistic . Choose Back (F3).General  Batch Management  Batch Determination and Batch Check  Batch Search Procedure Allocation and Check Activation  Allocate IM Search Procedure /Activate Check © SAP AG Page 20 of 40 . On the Change View “Procedures”: Overview screen. 5. Result You have defined an inventory management search procedure. Procedure 1. Select your entry (for example. YB0001) and choose Control data.2. and Sales and Distribution.SAP Best Practices Batch Management (117): Configuration Guide 5. Procedure 1. 5.3 Allocating IM Search Procedure/Activating Check Use The purpose of this activity is to allocate the IM search procedure and activates the check.

MM”: Overview screen. Result You have allocated the IM search procedure and activated the check. 4. Choose Save (Ctrl + S). On the Change View “Search Procedures: Batch Determine. Type YB11 Description BP: Batch number Access seq.SAP Best Practices Batch Management (117): Configuration Guide 2. Leave empty Qty proposal Leave empty © SAP AG Page 21 of 40 . C001 Note OrdType/Plant/Mate ria Selection Class YB_BATCH Sorting Sort sequence YB_FIFO_SORT Batch split No.2 PP Batch Determination and Batch Check 5. Access the activity using one of the following navigation options: Transaction code SPRO IMG menu Logistic .1 Defining Production Order Strategy Types (FIFO & Expiration Date) Use The purpose of this activity is to define the process order strategy types. On the Change View “Strategy Types (&1&2)”: Overview screen.2. Choose Back (F3). choose New Entries and make the following entries: Field name Description User action and values Condit.2. of splits Changes allowed Leave empty X Quantity proposal Display UoM A Dialog batch determin.2. 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.General  Batch Management  Batch Determination and Batch Check  Strategy Types  Define Production Order Strategy Types 2. Procedure 1. 5.

On the Change View “Strategy Types (&1&2)”: Overview screen.General  Batch Management  Batch Determination and Batch Check  Batch Search Procedure Definition  Define Production Order Search Procedure 2.2. choose New Entries and make the following entries: Procedure Description YB0001 BP: Search procedure © SAP AG Page 22 of 40 .SAP Best Practices Batch Management (117): Configuration Guide 3. 4. Choose Back (F3). Type YB12 Description BP: Expiration date Access seq.2 Defining Production / Process Order Search Procedure 1. X Qty proposal Leave empty 5. C001 Note OrdType/Plant/Materia Selection Class YB_EXP_DATE_002 Sorting Sort sequence YB_EXP_DATE_SORT Batch split No. 6. Choose Save (Ctrl + S).2. On the Change View “Procedures”: Overview screen. of splits Leave empty Changes allowed X Quantity proposal Display UoM A Dialog batch determin. Access the activity using one of the following navigation options: Transaction code SPRO IMG menu Logistic . Result You have defined process order strategy types. Choose Save (Ctrl + S). choose New Entries and make the following entries: Field name Description User action and values Condit. 5.

3. Access the next activity using one of the following navigation options: Transaction code SPRO IMG menu Logistic .SAP Best Practices Batch Management (117): Configuration Guide 3. 4. 5.2.General  Batch Management  Batch Determination and Batch Check  Strategy Types  Define Sales and Distribution Strategy Types © SAP AG Page 23 of 40 . Choose Back (F3).1 Defining Sales & Distribution Strategy Types (FIFO & Expiration Date) Procedure 1.2. Access the activity using one of the following navigation options: Transaction code SPRO IMG menu Logistic .2. Result You have defined a production order search procedure.3 SD Batch Determination and Batch Check 5. 5. 5.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 2. Result You have assigned batch search procedures to the individual plants for which batches are to be determined. Choose Back (F3). Choose Back (F3). Select your entry (for example. Choose Save (Ctrl + S) 4. YB0001) and choose Control. Choose Save (Ctrl + S) 7. choose New Entries and make the following entries: Plnt Procedure Description 1000 YB0001 BP: Search procedure 3.3 Assigning Search Procedure to Pull List Procedure 1. On the Change View “Pull List Control: Batch Search Procedure View”: Overview screen.2. Enter the following information: Step Counter CTyp 10 1 YB11 20 1 YB12 6.

of splits Leave empty Changes allowed X Quantity proposal Display UoM A Dialog batch determin. 4. SD01 Note Selection Class YB_BATCH Sorting Sort sequence YB_FIFO_SORT Batch split No. Leave empty Qty proposal Leave empty 3. SD01 Note Customer/Material Selection Class YB_EXP_DATE_002 Sorting Sort sequence YB_EXP_DATE_SORT Batch split No. On the Change View “Strategy types (&1&2)”: Overview screen. X Qty proposal © SAP AG Leave empty Page 24 of 40 . choose New Entries and make the following entries: Field name Description User action and values Condit. Type YB12 Description BP: Expiration date Access seq. Type YB11 Description BP: Batch number Access seq. Choose Save (Ctrl + S). On the Change View “Strategy Types (&1&2)”: Overview screen. of splits 3 Changes allowed X Quantity proposal Display UoM B Dialog batch determin. choose New Entries and make the following entries: Field name Description User action and values Condit.SAP Best Practices Batch Management (117): Configuration Guide 2.

Access the activity using one of the following navigation options: Transaction code SPRO IMG menu Logistic . YB0001) and choose Control data.3. Select your entry (for example. Result The SD batch search strategy types have been created.General  Batch Management  Batch Determination and Batch Check  Batch Search Procedure Allocation and Check Activation  Allocate SD Search Procedure /Activate Check © SAP AG Page 25 of 40 . 5. 6. On the Change View “Procedures”: Overview screen.SAP Best Practices Batch Management (117): Configuration Guide 5. and Sales and Distribution. Result You have defined an SD search procedure. 6.2. Procedure 1.3. choose New Entries and make the following entries: Procedure Description YB0001 BP: Search procedure 3. 5. Choose Save (Ctrl + S).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.General  Batch Management  Batch Determination and Batch Check  Batch Search Procedure Definition  Define Inventory Management Search Procedure 2. Warehouse Management. 4.3 Allocating SD Search Procedure/Activating Check Use The purpose of this activity is to allocate the IM search procedure and activates the check. Choose Back (F3). Access the activity using one of the following navigation options: Transaction code SPRO IMG menu Logistic . Enter the following information: Step Counter CTyp 10 1 YB11 20 1 YB12 5.2. Choose Save (Ctrl + S). Procedure 1. Choose Back (F3).

On the Change View “Search Procedure for Batches: Determination in Sales Docs screen. make the following entries: © SAP AG Page 26 of 40 . 3.SAP Best Practices Batch Management (117): Configuration Guide 2. choose New Entries. On the New Entries: Overview of Added Entries screen.

SAP Best Practices Batch Management (117): Configuration Guide Sales Org. Distribution Channel Division Sales DocType Search Procedur e Check Batch 1000 10 10 DL YB0001 X 1000 10 10 KB YB0001 X 1000 10 10 FD YB0001 X 1000 10 10 SO YB0001 X 1000 10 10 OR YB0001 X 1000 10 10 YBFD YB0001 X 1000 10 10 YBRE YB0001 X 1000 20 10 DL YB0001 X 1000 20 10 KB YB0001 X 1000 20 10 FD YB0001 X 1000 20 10 SO YB0001 X 1000 20 10 OR YB0001 X 1000 30 10 DL YB0001 X 1000 30 10 KB YB0001 X 1000 30 10 FD YB0001 X 1000 30 10 NL YB0001 X 1000 30 10 SO YB0001 X 1000 30 10 OR YB0001 X 1100 10 10 DL YB0001 X 1100 10 10 KB YB0001 X 1100 10 10 FD YB0001 X 1100 10 10 SO YB0001 X 1100 10 10 OR YB0001 X 1100 10 10 YBFD YB0001 X 1100 10 10 YBRE YB0001 X 1100 20 10 DL YB0001 X 1100 20 10 KB YB0001 X 1100 20 10 FD YB0001 X 1100 20 10 SO YB0001 X 1100 20 10 OR YB0001 X 1100 30 10 DL YB0001 X 1100 30 10 KB YB0001 X 1100 30 10 FD YB0001 X 1100 30 10 NL YB0001 X 1100 30 10 SO YB0001 X 1100 30 10 OR YB0001 X © SAP AG Page 27 of 40 .

On the Change View “Maintain Item Categories”: Overview screen.3. 3. mark the line of item category REN and choose Copy As…(F6). Result You have allocated the SD search procedure and activated the check. Choose Continue (Enter). Confirm the Dependent entries for copying control dialog box with enter. Choose Save. 13. Choose Continue (Enter). Choose Save 10. 5. 14. 4. On the Change View “Maintain Item Categories”: Overview screen. 6. On the Change View “Maintain Item Categories”: Details of Selected Set screen.SAP Best Practices Batch Management (117): Configuration Guide 4. 9. Access the activity using one of the following navigation options: Transaction code SPRO IMG menu Sales and Distribution  Sales  Sales Documents  Sales Document Item  Define Item Categories 2. Enter TAN in the input field Item category in the Another entry dialog box. 12.4 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. 8. On the Change View “Maintain Item Categories”: Overview screen. On the Change View “Maintain Item Categories”: Overview screen. enter the values shown below (do not overwrite or delete existing field values).2. Enter REN in the input field Item category in the Another entry dialog box. Choose Enter. enter the values shown below (do not overwrite or delete existing field values). 11. mark the line of item category TAN and choose Copy As…(F6). Field name User action and values Item Category YB98 – Batch Sub Item Billing Relevance A Determine Cost No © SAP AG Page 28 of 40 . choose Position. choose Position. 5. Field name User action and values Item Category YB99 .Batch Sub Item 7. On the Change View “Maintain Item Categories”: Details of Selected Set screen. Procedure 1.

18. 16.2. Confirm the Dependent entries for copying control dialog box with enter. 5. Choose Save.SAP Best Practices Batch Management (117): Configuration Guide 15.3. Procedure Carry out the following steps: 1. 17. Choose Enter. Choose Back (F3). Access the activity by choosing one of the following navigation options: Transaction cde VTAF IMG mnu Sales and Distribution  Sales  Sales Documents  Maintain Copy Control for Sales Documents © SAP AG Page 29 of 40 .5 Maintaining Copy Control for Sales Documents Use The purpose of this activity is to maintain the copying control for the batch item category YB99.

Double-click Item in the navigation pane on the left side 12. double-click Copying Control: Billing Document to Sales Document. On the Change View “Item”: Details screen. Access the activity using one of the following navigation options: Transaction code SPRO IMG menu Logistics . On the Change View “Item”: Details screen. Choose Back twice to go back to the Change View: “Header” Overview screen.General  Batch Management  Batch Determination and Batch Check  Activate Automatic Batch Determination in SD © SAP AG Page 30 of 40 . 8. change the Copying requirements from 303 to 302 (Do not copy item).3. choose Display  Change. 11. Choose Save. In the Choose Activity dialog box. Choose Save. 14. On the Display View “Header”: Overview screen. 10. 9. Select the entry for the target document type YBII (Invoice Increase Req) and the source document type F2 (Invoice). The standard configuration foresees the Automatic Batch Determination in the Delivery. Select the item category YB99 and choose Details. 15. Procedure 1. Double-click Item in the navigation pane on the left side 6. Select the entry for the target document type RK (Invoice Correct. 4. 7. When you assign the Batch already in the Sales Order a batch split is not possible. 3.SAP Best Practices Batch Management (117): Configuration Guide 2. Select the item category YB99 and choose Details.2. 5. 13. 5. change the Copying requirements from 303 to 302 (Do not copy item).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. Req) and the source document type F2 (Invoice). Choose Back (F3).

to Cust. Choose Save (Ctrl + S).1 Defining Item Category Determination in Deliveries Use The purpose of this activity is to define item category determination in deliveries. X TAN Standard Item X TANN Free of Charge Item X TAQ Pric. Access the activity using one of the following navigation options: Transaction code 0184 IMG menu Logistics Execution  Shipping  Deliveries  Define Item Category Determination in Deliveries © SAP AG Page 31 of 40 .1 Deliveries with Batch Split 5. Choose Back (F3). 5. Procedure 1. 4.Itm X NLC StandStockTransItem X NLN Free of Charge Item X RTTC SPE Ret.SAP Best Practices Batch Management (117): Configuration Guide 2.Over.3.pos.3 Batch Split Processing in SD 5.3. X RTTR SPE Ret.pos.1.at Header Level X YBAB Bought-In Item X YBAO Standard Item IM X YBEN Standard Item X YBLN Free of Charge Exps X YB99 Batch Sub Item X 3. 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.

Enter the following information: DlvT ITCG Usg. ITMC ITMC LF ERLA CHSP KLN KLN LF ERLA CHSP NLC NLC LF ERLA CHSP NLN NLN LF ERLA CHSP YBLN YBLN LF NORM CHSP LF NORM CHSP KLN KLN LF NORM CHSP NLC NLC LF NORM CHSP NLN NLN LF NORM CHSP TANN TANN LF NORM CHSP YBLN YBLN NL ERLA CHSP NLN NLN NL NORM CHSP NLN NLN NLCC ERLA CHSP NLC NLC NLCC NORM CHSP NLC NLC LR NORM CHSP 4. Access the activity using one of the following navigation options: Transaction code VTFL IMG menu Sales and Distribution  Billing  Billing Documents Maintaining Copying Control for Billing Documents © SAP AG Page 32 of 40 . On the Change View “Delivery item category determination”: Overview screen. Choose Save (Ctrl + S). Procedure 1.2 YB99 YB98 Billing of Batch Split Items 5. Choose Back (F3).2.3. choose New Entries.SAP Best Practices Batch Management (117): Configuration Guide 2. 5.1 Maintaining Copying Control for Billing Documents Use The purpose of this activity is to maintain the copying control for billing documents. 3. 5.3.

3. Class YB_BATCH is used for FIFO searched batches. On the Change View “Delivery item category determination”: Overview screen. The class assignment of the process specific materials is done in the scenario level. Enter the following information: Target Billing Type From Deliver y type Item Catego ry Copyi ng requir ement s Data transf er VBRK Data transf er VBRK/ VBRP Data transf er KOM V Prici ng Type Pos.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. H21 and H22. Procedure 1. Choose Display/Change.1 Material Master 6. Neg. Choose Save (Ctrl + S). Class YB_EXP_DATE_001 is used for expiration date searched batches. Quant ity Billing Quanti ty F2 LF KLN 004 000 001 000 G + G 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 LR YB98 004 000 001 000 G + G F8 LF YB99 010 000 000 000 G G 4.1.SAP Best Practices Batch Management (117): Configuration Guide 2. Choose Copying control: Delivery document to billing document. for example. 6 Master Data 6. choose New Entries. Access the activity using one of the following navigation options: SAP ECC menu Logistics  Materials Management  Material Master  Material  Create (General)  Immediately Transaction code MM01 © SAP AG Page 33 of 40 .

Access the activity using one of the following navigation options: SAP ECC menu Logistics  Materials Management  Material Master  Material  Change  Immediately Transaction code MM02 © SAP AG Page 34 of 40 . Choose Enter to confirm the information message. select class type 023 and double-click. Prerequisite The materials TRADE21 (H21 or H22) must be virgin. Repeat steps 1 to 7 using material H22and class YB_EXP_DATE_001 (EXP DATE).2 Changing Material Master: Activating Batch Management Use The purpose of this activity is to activate batch management for trading materials TRADE21 (H21 or H22). that means they must not have stocks and must not be used in any documents. On the Select view(s) screen. mark the view Classification and choose Enter. On the Class type (1) screen. Choose Save (Ctrl + S). On the Create Material (Initial Screen) screen. 7. 4.SAP Best Practices Batch Management (117): Configuration Guide 2. Procedure 1.1. to be able to make them relevant to batch management. enter class YB_BATCH (FIFO) in input field Class and choose Enter. 5. On the Classification screen. 3. 6. enter H21in input field Material and choose Enter. Activation of batch management for process specific materials is done in the scenario level. 6. 8.

It then calculates a shelf life expiration date from the date of production plus the total shelf life.1. 3. mark view General Plant Data / Storage 1 and choose Organizational levels. 7. the system updates the shelf life expiration date in the batch master record and in the material document if the goods receipt is accepted. 5. Choose Save (Ctrl + S). from the date of production to the shelf life expiration date. enter H21 in input field Material and choose Select view(s). H22. year) depends on the entry in the Period indicator field. month. Total shelf life: Period for which the material will keep in total. 6. week. Dependencies The period (day. 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. Here for trading material. Repeat steps 1-7 with material H22.SAP Best Practices Batch Management (117): Configuration Guide 2.  No value entered in the material master record. for example. On the Select view(s) screen. In both cases. The subsequent fields are on client level and used for every plant. The shelf life is checked upon goods receipt only if this check has been activated in Customizing for Inventory Management in the activity Set expiration date check. The system assumes that the date entered upon goods receipt is the material's shelf life expiration date. On the Organizational levels screen. On the Change Material (Initial Screen) screen. Prerequisite The material H22 must exist in material master. that is. Procedure 1. 8.  Value entered in the material master record. enter PLANT_1 (1000) in input field Plant and choose Enter.3 Changing Material Master: Maintaining Expiration Date (only PI) Use These settings are only required for materials controlled with exp. On the Change Material H21 screen. Access the activity using one of the following navigation options: SAP ECC menu Logistics  Materials Management  Material Master  Material  Change  Immediately Transaction code MM02 © SAP AG Page 35 of 40 . The system assumes that the date entered upon goods receipt is the material's date of production. Data. 4. Repeat above steps for PLANT_2 (1100). select the Batch management checkbox (checkbox must be flagged). 6.

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. On the Create Batch Search Strategy: Initial Screen. On the Organizational levels screen. 5. 3. enter YB11 in input field Strategy type and choose Key combination.1. 3. choose Movement Type / Material and choose Enter. Type H21 99 X X A 1 X O © SAP AG Page 36 of 40 .2. On the Change Material (Initial Screen) screen. Choose Save (Ctrl + S). enter H22 in input field Material and choose Select view(s). In the Key Combination dialog box.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. enter 601 in the Movement Type field.2.Date) 6. 4.SAP Best Practices Batch Management (117): Configuration Guide 2. On the Change Material H22 screen. delete any value in input field Plant and choose Enter.1 Batch Search Strategy for Inventory Management (FIFO and Exp. batch splits Changes allowed Dialog batch determination Dialog UoM Quantity proposal Overdelivery allowed Sel. Procedure 1. Make the following entries for Movement Type/Material: Material No. On the Select view(s) screen mark view General Plant Data / Storage 1 and choose Organizational levels.Condition Records 6. On the Create BP: Batch Number (YB11): Fast Entry screen. Access the activity using one of the following navigation options: SAP ECC menu Logistics  Central Functions  Batch Management  Batch Determination  Batch Search Strategy  For Inventory Management  Create Transaction code MBC1 2. 4.2 Batch Search Strategies . Note that the fields are on client level and not on plant level. 6. 5.

Choose Enter. 12. 13.SAP Best Practices Batch Management (117): Configuration Guide 6. 7.fm stor. Choose Enter and Back (F3). Procedure 1. assigmts 301 TF trfr plnt to plnt 303 TF rem. transit 603 TF rem. Repeat steps 3 to 12 for material H21 and the following movement types: Movement Type Description 601 (already done) GI for sales order 231 GI for sales order 251 GI for sales 291 GI all acc. select the entered line again and choose Sort. On the Create BP: Batch Number (YB11): Sort Rule screen. 8.toSLoc 451 GI returns 551 GI scrapping 553 GI scrapping QI 555 GI scrapping blocked 557 GI adjust.to pl 6. enter YB_FIFO_SORT in input field Sort rule.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. The batch class YB_BATCH assigned to the material and the characteristics of the class are shown. Select the entered line and choose Selection criteria.2. Access the activity using one of the following navigation options: SAPECC menu Logistics  Central functions  Batch Management  Batch Determination  Batch Search Strategy  For Inventory Management Transaction code MBC1 © SAP AG Page 37 of 40 .to pl 311 TF trfr within plant 313 TF rem. Confirm the data by choosing Enter and Back (F3). Choose Save.fm stor. 10.1. 9.fm str. 11. On the Create BP: Batch Number (YB11): Fast Entry screen.

assigmts 301 TF trfr plnt to plnt 303 TF rem. On the Create BP: Batch Number (YB11): Fast Entry screen. Transit 603 TF rem. The batch class YB_EXP_DATE_002 assigned to the material and the characteristics of the class are shown. On the Create BP: Batch Number (YB11): Fast Entry screen.fm str. Choose Enter.toSLoc 451 GI returns 551 GI scrapping 553 GI scrapping QI 555 GI scrapping blocked 557 GI adjust. select the entered line again and choose Sort. 9.fm stor. 4. Choose Save. 7.SAP Best Practices Batch Management (117): Configuration Guide 2.fm stor. enter YB12 in input field Strategy type and choose Enter. Choose Enter and Back (F3). 11. Confirm the data by choosing Enter and Back (F3). 8. enter YB_EXP_DATE_SORT in input field Sort rule. enter 601 in the Movement Type field. 13. On the Create Batch Search Strategy: Initial Screen. 12. Type H22 99 X X A 1 X O 6. Make the following entries for Movement Type/Material: Material No. choose Movement Type / Material and choose Enter. 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. In the Key Combination dialog box.to pl 311 TF trfr within plant 313 TF rem. batch splits Changes allowed Dialog batch determination Dialog UoM Quantity proposal Overdelivery allowed Sel.to pl © SAP AG Page 38 of 40 . 5. Select the entered line and choose Selection criteria. On the Create BP: Batch Number (YB11): Sort Rule screen. 3. 10.

Procedure 1.Date) 6. batch splits Changes allowed Dialog batch determination Dialog UoM Quantity proposal Overdelivery allowed Sel. Access the activity using one of the following navigation options: SAP ECC menu Logistics  Central Functions  Batch Management  Batch Determination  Batch Search Strategy  For Sales and Distribution  Create Transaction code VCH1 2.SAP Best Practices 6. choose Material and choose Enter. enter YB11 in input field Strategy type. Type H21 99 X X A 1 X O © SAP AG Page 39 of 40 .2.2 Batch Management (117): Configuration Guide Batch Search Strategy for Sales and Distribution (FIFO and Exp.2. In the Key Combination dialog box. On the Create Batch Search Strategy: Initial Screen. 4. enter the following information: Material No. 3. On the Create BP: Batch Number (YB11): Fast Entry screen.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 TRADE21(H21).2.

On the Create BP: Batch Number (YB12): Fast Entry screen. batch splits Changes allowed Dialog batch determination Dialog UoM Quantity proposal Overdelivery allowed Sel. 11. enter the following information: Material No. enter YB12 in input field Strategy type. Type H22 99 X X A 1 X O 5.2. Access the activity using one of the following navigation options: SAP ECC menu Logistics  Central Functions  Batch Management  Batch Determination  Batch Search Strategy  For Sales and Distribution  Create Transaction code VCH1 2. Choose Enter and Back (F3). enter YB_FIFO_SORT in input field sort rule. The batch class YB_EXP_DATE_002 assigned to the material and the characteristics of the class are shown. Choose Save. Choose Enter. choose Material and choose Enter. Choose Save. On the Create Batch Search Strategy: Initial Screen. In the Key Combination dialog box. 3. Select the entered line and choose Selection criteria. 11. 9. Confirm the data by choosing Enter and Back (F3). 8. Choose Enter and Back (F3).SAP Best Practices Batch Management (117): Configuration Guide 5. Select the entered line and choose Selection criteria.2. 10. The batch class YB_BATCH assigned to the material and the characteristics of the class are shown. © SAP AG Page 40 of 40 . Choose Enter. 4. 9. 6. On the Create BP: Batch Number (YB12): Fast Entry screen. select the entered line again and choose Sort. On the Create BP: Batch Number (YB11): Fast Entry screen. 7.2 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. 10. On the Create BP: Batch Number (YB12): Sort Rule screen. 7. Confirm the data by choosing Enter and Back (F3). enter YB_EXP_DATE_SORT in input field sort rule. 6. 6. 8. Procedure 1. select the entered line again and choose Sort. On the Create BP: Batch Number (YB11): Sort Rule screen.