BATCH MANAGEMENT PROCESS – PRODUCTION (SAP PP)

DATE CREATED PROCESS NAME

04-NOV-2023 BATCH MANAGEMENT PROCESS - PRODUCTION

VERSION NO. CREATED BY

1.0 ADITYA MISHRA

I. INTRODUCTION

This document will help you to understand batch management process from manufacturing
PURPOSE
side. Here we will cover 2 processes batch determination and batch creation.

Batch management in manufacturing (production) process. Some part of IM as well related to

SCOPE
PP only.

Target Audience SAP PP Functional

Manufacturing Process Discrete Manufacturing Process (Production Order)

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II. PROCESS

OVERVIEW

STEP ACTIVITY

1 Specify batch level and activity status management

2 Specify batch management default by plant

3 Define batch creation for production order / process orders

4 Define batch creation for Goods Movement

5 Batch Determination and Batch Check

5.1 Condition Tables

5.2 Access Sequence

5.3 Strategy Types

5.4 Batch Search Procedure

5.5 Batch Search Procedure Allocation and Check Activation

5.6 Define Selection Classes

5.7 Define Sort Rules

Note Don’t forget to create condition records COB1 entry.

Prerequisite: Material Master should be maintained correctly.

Header Material: (In-house produced E)

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 Component Material:

** Classification Data is maitained **

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PROCESS
Specify batch level and activity status management
DESCRIPTION

SAP → Logistic – General → Batch Management → Specify batch level and activity status
Customization Path
management

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 Customization

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 Batch Level → defines at what organization level batch should be unique.

Remarks Batch Status → Controls the batch status Unrestricted/Restricted.

Initial Status → If activated, means default status of batch will be “Restricted”.

PROCESS
Specify batch management default by plant
DESCRIPTION

Customization Path SAP → Logistic – General → Batch Management → Specify batch management default by plant

Customization

Specify whether batch management is active by default at plant level. This setting allows to
activate or deactivate batch management by default for specific plants.
Remarks

PROCESS
Define batch creation for production order / process orders
DESCRIPTION

SAP → Logistic – General → Batch Management → Define batch creation for production order /
Customization Path
process orders

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 Customization

Here, we can control when a batch should be generated for production/process order.
Remarks • automatic batch creation on order creation and order release
• automatic classification on batch creation
• evaluation of free characteristics for specified batch

PROCESS
Define Batch Creation for Goods Movements
DESCRIPTION

Customization Path SAP → Logistic – General → Batch Management → Define Batch Creation for Goods Movements

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 Customization

Here, we can control when a batch should be generated for goods movement.
Remarks

PROCESS
Batch Determination and Batch Check → Condition Tables
DESCRIPTION

SAP → Logistic – General → Batch Management → Batch Determination and Batch Check →
Condition Tables → Define Production Order Condition Tables
Customization Path
SAP → Logistic – General → Batch Management → Batch Determination and Batch Check →
Condition Tables → Define Inventory Management Condition Tables

Customization

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 ** IM **

Condition tables are combinations of fields, which are used to search batch
Remarks

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 PROCESS
Batch Determination and Batch Check → Access Sequences
DESCRIPTION

SAP → Logistic – General → Batch Management → Batch Determination and Batch Check →
Access Sequence → Define Production Order Access Sequences
Customization Path
SAP → Logistic – General → Batch Management → Batch Determination and Batch Check →
Access Sequence → Define Inventory Management Access Sequences

** I’m using change view to explain the process **

Customization

** IM **

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 Access sequence, system performs batch search in particular sequence.
Remarks

PROCESS
Batch Determination and Batch Check → Strategy Types
DESCRIPTION

SAP → Logistic – General → Batch Management → Batch Determination and Batch Check →
Strategy Types → Define Production Order Strategy Types
Customization Path
SAP → Logistic – General → Batch Management → Batch Determination and Batch Check →
Strategy Types → Define Inventory Management Strategy Types

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 ** I’m using change view to explain the process **

Customization

** IM **

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 Condition tables are combinations of fields, which are used to search batch
Remarks

PROCESS
Batch Determination and Batch Check → Batch Search Procedure Definition
DESCRIPTION

SAP → Logistic – General → Batch Management → Batch Determination and Batch Check →
Customization Path Batch Search Procedure Definition → Define Production Order Search Procedure

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 SAP → Logistic – General → Batch Management → Batch Determination and Batch Check →
Batch Search Procedure Definition → Define Inventory Management Search Procedure

** I’m using change view to explain the process **

Customization

** IM **

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 Remarks

PROCESS Batch Determination and Batch Check → Batch Search Procedure Allocation and Check
DESCRIPTION Activation

SAP → Logistic – General → Batch Management → Batch Determination and Batch Check →
Batch Search Procedure Allocation and Check Activation → Assign Search Procedure to
Production Order and Activate Check
Customization Path
SAP → Logistic – General → Batch Management → Batch Determination and Batch Check →
Batch Search Procedure Allocation and Check Activation → Allocate IM Search
Procedure/Activate Check

** I’m using change view to explain the process **

Customization

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 ** IM **

Batch Search Procedure needs to be assigned to respective production order type.

Remarks
Batch Search Procedure needs to be assigned to respective goods movement type 261.

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 PROCESS
Batch Determination and Batch Check → Define Selection Classes
DESCRIPTION

SAP → Logistic – General → Batch Management → Batch Determination and Batch Check →
Customization Path
Define Selection Classes

** I’m using change view to explain the process **

Customization

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 ** Here you can assign required characteristics **

Batch Class of type 023 needs to be created.

Remarks
CL02

PROCESS
Batch Determination and Batch Check → Define Sort Rules
DESCRIPTION

SAP → Logistic – General → Batch Management → Batch Determination and Batch Check →
Customization Path
Define Sort Rules

** I’m using change view to explain the process **

Customization

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 **

Batches will be sorted for mentioned characteristics.

Remarks
CU71

PROCESS
Create condition record for Batch Search Strategy
DESCRIPTION

Transaction COB1

** I’m using change view to explain the process **

Transaction

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 **

If COB1, is not maintained, batch search procedure will not work.

Remarks

DEMO:

Create Order CO01-

Auto-Batch creation at the time of creation of order-

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Component Overview-

Upon release, batch will be determined automatically-

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Save order.

How to verify component is determined correctly.

Execute BMBC report for component-

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Select batch 1-

Select Batch 2-

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System, sorted the batches in Ascending order as maintained in the Sort Rule.

Batch SLED
0000000123 03.12.2023
0000000114 02.02.2024

** Any correction/suggestion is highly appreciated **

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