Batch Determination PDF

Batch Determination in Production Order
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Define Batch Determination
Batch Determination is used in inventory management, production, sales and distribution,

warehouse management. It is used to select batches and allocate the same in a manufacturing
order or in an outbound delivery or in a goods issue/goods transfer in inventory management.
In Production, Sales & Distribution, in inventory management or in warehouse management,

batch determination is used to search and allocate batches for the components in production
order/process order or to search and allocate the delivery batches in a customer based
outbound delivery or to search for batches and allocate batches in goods issues.
The tools that batch determination uses is the determination condition techniques based on
the condition tables, access sequence and strategy types. These condition types are enough to
choose and allocate batches. Though additionally batch determination uses selection classes
and its characteristics values to choose batches and/or uses sorting rules to choose sort
batches while selection based on characteristics and its values.
We have already learnt in batch derivation documentation, how the search procedures
condition techniques help in searching the sending batches and receiving batches and thus
derive the transfer of characteristics values. Similarly you can use the search procedures
techniques to search and select batches during batch determination.
Created By: Devidas Karad

SAP PP Certified Consultant
E-mail: devidas.karad@gmail.com
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First go to transaction code OCHA for IMG of Batch Management
Below screen showing the whole Batch Management configuration menu

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First Step – Create Batch Determination Condition tables

Batch determination condition tables once created become the key combination fields for
searching batches. Eventually the condition records or search strategies are created as master
data based on these key combinations. The Condition Tables are created separately for IM,
Production, WM and Sales.
Create or Copy Condition tables according to the business need. Here we are copying the
condition table 30 and creating 555.
Click on to generate the condition table and save

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Second Step – Create Batch Determination Access sequence
Batch determination access sequences have multiple condition tables (key combinations)
assigned in a sequence of priority. This facility allows you to create data for many key
combinations so that even if the search of batches fails on the first key combination condition
the rest in the priority would help in search. The Access Sequences are created separately for
IM, Production, WM and Sales.
Select Standard Access Sequence CO01 and click on Copy As to Copy.

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Give Access sequence name and description.
Select the access sequence and click on Accesses from left menu.
Give the condition tables in sequence as desired.

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Select Condition table and click on Fields from left menu.
Select the Access Sequence we have just created and click on Utilities icon.
Select Access sequence

and click on utilities
Click on Execute or press F8.

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The log will be displayed.
Third Step – Create Batch Strategy Types
Batch Search Strategy holds multiple access sequences, though not assigned in any
sequential priority. The assignment of the strategy types is separately for IM, Production,
WM and Sales.
The strategy types or condition types are assigned in priority in the next step called “Batch
Search Procedure Definition”.
The strategy type’s configuration holds the selection criteria and the sort rules used in batch
determination techniques.
Strategy types are used ultimately to create the batch search master data or batch search
condition record so that the system would know the exact level at which search for batches is
to be carried out along with the selection/sort rules of these batches.
It is obvious that batch search strategy is used to search batches on certain rules, because you
want to automate the process and do not want it to do it manually for each and every batch.
Thus you have to aid the system in putting in a decision such as - search all the batches of a
given plant or search all the batches of a given set of material at a plant or search batches for
a given component or etc.

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Select the standard entry to copy or create new entry, here we copied from standard CO01.
Give the Strategy entry, access sequence, selection type, sort sequence.
To create sort sequence go to transaction code CU70.

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Give the name as you want and press enter.
Enter description and click on Characteristics icon.
Enter the characteristics which you have created.

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Here we have created FIFO_LAST_GR_DATE as shown below, go to transaction code CT04

and enter data as shown below,
Here we want the characteristics value from standard table so in the additional data view
we have to maintain table and field name from which the characteristics value should be
updated as MCHA- LWEDT and assign this characteristics to class of class type batch i.e. 23
Table name MCHA and field

name LWEDT

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Fourth Step - Create a Batch Search procedure

A Batch Search procedure holds multiple strategy types assigned in sequential priority. The
Batch search procedure thus becomes the final configuration which holds the total search
configuration together. The Batch Search Procedures are created separately for IM,
Production, WM and Sales.
Click on New Entries,
Give the Procedure name and description and click back
Select the procedure we have just created and click on Control from left menu.

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Here add the condition type we have created and click on save

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Assignment of Search Procedure to Order Type:-
Now we need to assign search procedure to Plant and Order type and activate the check.
Select the Plant and Order type combination and click on details,

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Assign the search procedure and activate the check batch tick.
Assign search procedure

and tick check batch

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Master Data:-
While in the material master we need to check Batch management tick.
Batch Management Tick
While in the classification view of material master assign the batch class for which we have
assigned characteristics.
Assignment of class type 23 to material

for which we have assigned
characteristics

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Condition Records:-
Now all configuration part is done, we need to create condition records, for that go to
transaction code COB1
Enter the Strategy type we have created and press enter,
Now from the key combination select the desired key combination and press enter.

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Enter order type, plant and materials and press enter, then select all materials and click on
Selection Criteria icon
Enter batch class and click back, do this for all materials

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Tick on selection criteria and sort

sequence indicating these are
assigned

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Result:-
Go to create Production order (Transaction code CO01)
Enter Header material, plant and order type, press enter
Enter total quantity, and click on Component Overview icon
Component Overview

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Here you will see the BOM explosion quantities, select the material and click on the batch
determination icon at the bottom of screen
Select material and click on the

batch determination icon
System will determine the batches of material according to our configuration for all
materials.
Message indicating batches

are determined

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Finally you can see the component overview screen after batch determination done.
Determined batches


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Batch Determination in Production Order

Define Batch Determination

Batch Determination is used in inventory management, production, sales and distribution,

In Production, Sales & Distribution, in inventory management or in warehouse management,

Created By: Devidas Karad

First go to transaction code OCHA for IMG of Batch Management

Below screen showing the whole Batch Management configuration menu

Created By: Devidas Karad

First Step – Create Batch Determination Condition tables

Click on to generate the condition table and save

Created By: Devidas Karad

Second Step – Create Batch Determination Access sequence

Select Standard Access Sequence CO01 and click on Copy As to Copy.

Created By: Devidas Karad

Give Access sequence name and description.

Give the condition tables in sequence as desired.

Created By: Devidas Karad

Select Condition table and click on Fields from left menu.

Select Access sequence

Click on Execute or press F8.

Created By: Devidas Karad

The log will be displayed.

Third Step – Create Batch Strategy Types

Created By: Devidas Karad

To create sort sequence go to transaction code CU70.

Created By: Devidas Karad

Give the name as you want and press enter.

Enter description and click on Characteristics icon.

Enter the characteristics which you have created.

Created By: Devidas Karad

Here we have created FIFO_LAST_GR_DATE as shown below, go to transaction code CT04

Table name MCHA and field

Created By: Devidas Karad

Fourth Step - Create a Batch Search procedure

Click on New Entries,

Give the Procedure name and description and click back

Created By: Devidas Karad

Created By: Devidas Karad

Assignment of Search Procedure to Order Type:-

Created By: Devidas Karad

Assign search procedure

Created By: Devidas Karad

While in the material master we need to check Batch management tick.

Batch Management Tick

Assignment of class type 23 to material

Created By: Devidas Karad

Enter the Strategy type we have created and press enter,

Created By: Devidas Karad

Created By: Devidas Karad

Tick on selection criteria and sort

Created By: Devidas Karad

Go to create Production order (Transaction code CO01)

Enter Header material, plant and order type, press enter

Enter total quantity, and click on Component Overview icon

Created By: Devidas Karad

Select material and click on the

Message indicating batches

Created By: Devidas Karad

Created By: Devidas Karad

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