Automatic Creation of Batches for Production

Orders OR Process order

Activating Batch Number Assignment

1) first step is activating the internal batch number assignment so the system can automatically
define a batch number for the process selected.

Use transaction OMCZ to activate the internal batch number assignment.

2) The second step is defining the number range, which the system will use in the internal
batch creation. Use transaction OMAD and select object BATCH_CLT:

Press “Display” Button. In the next screen press “Ranges” button:

In this screen you can set the number range in batch creation:

If you press “intervals” button, you will see that a number range was automatically created by the
system. However, you can edit or create a new one according to your business needs.

Important: It is not possible to create more than one number range for batches.

It is also possible to use a custom logic to create batch numbers. It can be done in user
exit EXIT_SAPLV01Z_001.

Batch Creation for Production Process

The customizing transaction for automatic batch creation in production process

FOR

Production order – OPKP

Process order - CORY

This is the main transaction for “scheduling profile”. However, there is a session which we can
configure the batch creation logic.

There are 3 options for field “Automatic Batch Creation in the Order”:

1. No automatic batch creation in production/process order: When this option is set, the
system does not create automatically a batch during the order creation.
2. Automatic batch creation at order creation: The batch number is created automatically
during order creation. However, the system will only create if you activate the “internal
batch number assignment” in customizing transaction OMCZ.
3. Automatic batch creation at order release: The batch is created automatically during
the order release. However, the system will only create if you activate the “internal batch
number assignment” in customizing transaction OMCZ.

There are 5 options for field “Batch Classification”:

1. No branching to batch classification: The classification does not happen automatically.

In other words, the tab “classification” in transaction MSC3N will be empty.
2. Classification carried out in background (all batches): The system will carry out the
classification in background. In other words, a system will execute the classification in a
update function module (uses update work process). This option is recommended for
scenarios where classification might lead to performance issues.
3. Classification only in foreground for mandatory characteristics (all batches): The
system will carry out the classification process in foreground for mandatory
characteristics (field “required entry” is marked in CL02 transaction). It can cause
performance issues depending the quantity of the characteristic assigned.
 4. Classification always in foreground (all batches): The system will carry out the
classification process in foreground for all batches no matter if the characteristic is
mandatory or not.
5. Classification in foreground for new batches only: The system will execute the
classification only for those batches created during the order creation. It does not execute
for batches previously created.

The flag “Extended Classification” is used when a custom logic to set the characteristics values
in classification is needed. If you set this flag, you must implement your custom code in user exits
EXIT_SAPMM07M_004 (MM transactions) or EXIT_SAPLV01Z_014 (PP transactions).

FOR Production order the flag “Always Batch Split” is used when the split is allowed for the
components.

Set Up Batch Determination in Production

Planning

<Prerequisite>
 Batch management materials need to be created, there should be materials with FERT
(finished goods), HALB (semi-finished goods), ROH (raw materials). MRP views and work
scheduling view should be maintained for the materials. BOM and routing/master recipe
need to be created for the finished goods.

BOM is created and maintained in CS01/CS02/CS03.

Routing or master recipe is created in CA01/CA02/CA03 or C201/C202/C203.

 Several batches are created and classified for the raw materials.
  Goods receipt has been done to the batches to make sure they have stock to do batch
determination.

<Steps>
1. Selection Class is created in CL01. The characteristics in the selection class should be part
of the batch class in the material master, but some of the standard characteristics may not
need to be entered in the batch class but only need to be entered in the selection class.
 For example, LOBM_RLZ and LOBM_LFDAT.

2. Sorting Rule is created in CU70. The characteristics in the sort rule should be part of the
batch class in the material master, but some of the standard characteristics may not need
to be entered in the batch class but only in the sort rule. For example, LOBM_MENGE and
 LOBM_LGORT.

3. Batch Search Strategy setup in COB1. (Production order and process order are using the
same transaction.)

Batch search strategy customizing in OCHA.

Maintain basic data for the strategy.
Assign the selection class that is created before and maintain the selection criteria in the
selection class.
 Assign the sort rule that is created before.
4. Batch Search Procedure is assigned to the corresponding plant and order type in OCHA
customizing.
<Test>
Test in Production order in CO01 or in Process order in COR1.
The created BOM or routing/master recipe earlier may need to be used here to create the order
correctly.
Batch determination can be carried out by:
Pressing the batch determination button on the bottom of the material list screen.
Goto the menu path: Material -> Batch Management -> Excute Determination

Attention:
You can change the material classification by:
Goto th menu path: Material -> Classification
If you change the classification here, then the system will follow the classification here to do the
batch selection but not use what you have maintained in the selection criteria of the batch search
strategy.
You can copy the result here to the production order.