117_BB_ConfigGuide_EN_CO.doc

EHP4 for SAP ERP 6.0

June 2010

English

Batch Management (117)

SAP AGDietmar-Hopp-Allee 1669190 WalldorfGermany

Building Block Configuration Guide

SAP Best Practices Batch Management (117): Configuration Guide

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Content

Batch Management......................................................................................................................... 6

1 Purpose................................................................................................................................... 6

2 Preparation.............................................................................................................................. 6

2.1 Prerequisites.................................................................................................................. 6

3 Batch Management General....................................................................................................6

3.1 Defining Batch Level......................................................................................................6

3.2 Activating Status Management......................................................................................7

3.3 Converting of Batch Level..............................................................................................7

3.4 Converting of Status Management................................................................................8

3.5 Activating Internal Batch Number Assignment...............................................................9

3.6 Internal Batch Number Assignment for Assigned Goods Receipt..................................9

3.7 Updating LOBM Standard Characteristics...................................................................10

4 Essential Master Data............................................................................................................10

4.1 General Master Data for Batch Determination and Batch Check.................................10

4.1.1 Creating Characteristics..........................................................................................10

4.1.2 Creating Classes (FIFO and Expiration Date).........................................................12

4.1.3 Creating Sort Sequences (FIFO and Expiration Date)............................................12

5 Configuration of Batch Management.....................................................................................13

5.1 Configuration for Batch Management General............................................................13

5.1.1 Activate Batch Classification for Goods Movements in IM.......................................13

5.1.2 Make Settings for Batch Where-Used List...............................................................15

5.1.3 Set Expiration Date Check per Plant.......................................................................16

5.1.4 Set Expiration Date Checks per Movement Types..................................................16

5.2 Configuration for Batch Determination and Batch Check.............................................18

5.2.1 MM Batch Determination and Batch Check.............................................................18

5.2.1.1 Define Inventory Management Strategy Types (FIFO & EXP Date)....................18

5.2.1.2 Define Inventory Management Search Procedure..............................................19

5.2.1.3 Allocate IM Search Procedure/Activate Check (Batch Search Procedure Allocation and Check Definition..........................................................................................20

5.2.2 PP Batch Determination and Batch Check..............................................................21

5.2.2.1 Define Production / Process Order Strategy Types (FIFO & EXP Date).............21

5.2.2.2 Define Production / Process Order Search Procedure........................................23

5.2.3 Assign Search Procedure to Pull List......................................................................24

5.2.4 SD Batch Determination and Batch Check..............................................................25



5.2.4.1 Defining Sales & Distribution Strategy Types (FIFO & EXP Date)......................25

5.2.4.2 Define Sales and Distribution Search Procedure................................................26

5.2.4.3 Allocate SD Search Procedure/Activate Check...................................................27

5.2.4.4 Defining Item Categories for Batch Sub Items....................................................30

5.2.4.5 Maintaining Copy Control for Sales Documents..................................................31

5.2.4.6 Activate Automatic Batch Determination in SD (Item Cat Delivery).....................33

5.3 Batch Split Processing in SD.......................................................................................35

5.3.1 Deliveries with Batch Split.......................................................................................35

5.3.1.1 Defining Item Category Determination in Deliveries............................................35

5.3.1.2 Foreign Trade: Define Procedures and Set Default Values................................36

5.3.2 Billing of Batch Split Items.......................................................................................37

5.3.2.1 Maintaining Copying Control for Billing Documents............................................37

6 Master Data........................................................................................................................... 40

6.1 Material Master............................................................................................................40

6.1.1 Create Material Master: Assigning Class (FIFO & EXP DATE)...............................40

6.1.2 Change Material Master: Activate Batch Management...........................................40

6.1.3 Change Material Master: Maintain Expiration Date (only PI)...................................41

6.2 Batch Search Strategies - Condition Records.............................................................42

6.2.1 Batch Search Strategy for Inventory Management..................................................42

Batch Search Strategy for Inventory Management (EXP DATE)........................................45

6.2.2 Batch Search Strategy for Sales and Distribution (FIFO and Exp.Date).................46

6.2.3 Batch Search Strategy for Sales and Distribution....................................................47



Batch Management

1 PurposeThis configuration guide provides the information you need to set up the configuration of this building block manually.

If you do not want to configure manually and prefer an automated installation process using BC Sets and other tools, refer to the installation guide of this building block.

The technical objects associated to each configuration covered in this document, can be found on the Global Master List spreadsheet, matching according to the title of the activity.

2 Preparation

2.1 PrerequisitesBefore you start installing this scenario, you must install prerequisite building blocks. For more information, see the Building Block Prerequisites Matrix for SAP Best Practices Baseline Package .

3 Batch Management General

3.1 Defining Batch Level

UseThis transaction enables you to set the batch level for batch management. Three unique options for a material are available:

At plant level

At material level

At client level

PrerequisitesIf the material or client level for a material is chosen, check that no materials exist in stock. If a material exists in stock, the level may not be changeable.

Procedure1. Access the activity using one of the following navigation options:

IMG Menu Logistics - General Batch Management Specify Batch



Level and Activate Status Management

Menu IMG Logistica en General Gestion de lotes Determinar nivel de lote y activar gestión de estados

Transaction Code OMCE

2. Choose Batch Level.

3. On the Define Batch Level screen, select Batch unique at material level and choose Save (Ctrl + S).

4. If the system displays any warning messages, continue through them by choosing Enter.

ResultThe batch level has been set to the material level.

3.2 Activating Status Management

UseThe purpose of this activity is to set the batch management to active status in the client.

PrerequisitesThe batch level should be set before the batch management is set to active.


IMG Menu Logistics - General Batch Management Specify Batch Level and Activate Status Management


Transaction Code OMCS

2. Choose Batch status management.

3. Select Batch status management active.

4. Choose Save (Ctrl + S).

ResultThe batch level status has been activated.

3.3 Converting of Batch Level

Use


SAP Best Practices Batch Management (117): Configuration Guide The purpose of this activity is to activate the conversion of the batch level. Carefully consider this step, because it is very difficult to change the batch level once materials exist in stock.

PrerequisitesThe batch level has been chosen. The project should carefully review which batch level is needed before configuration and creation of master data is begun.




Transaction Code OMCT

2. On the Batch definition screen, choose Batch level Conversion.

3. In the dialog box, choose No. The status bar will display a notification of success.

ResultThe batch level has been converted.

3.4 Converting of Status Management

UseThis activity converts the batch management status to active.

PrerequisitesThe status of batch management has been set from inactive to active.




Transaction Code OMCT

2. Choose Batch status management Conversion.

3. In the dialog box, choose Yes to run the conversion in test mode. If this test run is successful, you should run the conversion directly, choosing No.

ResultThe batch status level has been converted.



3.5 Activating Internal Batch Number Assignment

UseThe purpose of this activity is to set the internal number assignment of batches to automatically active.


IMG Menu Logistics - General Batch Management Batch Number Assignment Activate Internal Batch Number Assignment

Menu IMG Logistica en- General Gestion de Lotes Asignación de números de lote Activar asignación interna de números de lote

Transaction Code OMCZ

2. Choose Activate batch number assignment.

3. Choose Automatic batch number assignment active and choose Save (Ctrl + S).

4. In the Prompt for Local Workbench Request dialog box, choose Create request.

5. In the Create Request dialog box, in Short Description, enter a short description (for example, J05 Activities), then choose Save (Ctrl + S).

6. Choose Continue (Enter).

7. Choose Back (F3).

3.6 Internal Batch Number Assignment for Assigned Goods Receipt

UseThe purpose of this activity is to set the internal number allocation of batches at goods receipt to automatic.

Procedure1. Access the activity using the following navigation options:

IMG Menu Logistics - General Batch Management Batch Number Assignment Activate Internal Batch Number Assignment

Menu IMG Logistics en General Gestion de Lotes Asignación de números de lote Activar asignación interna de números de lote

Transaction Code SPRO


SAP Best Practices Batch Management (117): Configuration Guide 2. Choose the activity Internal Batch Number Assignment for Assigned

Goods Receipt.

3. On the Change View “Internal Batch Number Assignment for Assigned Goods Receipt” screen, enter the following information:

Plant Bch no. automatic f. GR w. acctAssg

Plant_1 (1000) X

Plant_2 (1100) X

4. Choose Save.

3.7 Updating LOBM Standard Characteristics

UseThe purpose of this activity is to copy LOBM standard characteristics from client 000 to the development client.


IMG Menu Logistics - General Batch Management Batch Valuation Update Standard Characteristics

Menu IMG Logistica en General Gestion de Lotes Valoración de lotes Actualizar características estándar

Transaction Code BMSM

2. In the Update the Standard Features dialog box, choose Yes.

3. On the Copy Object Lists between clients screen, choose Back (F3).

4. On the Maintaining Standard Characteristics with objects dependencies screen, choose Back (F3).

ResultYou have copied the LOBM standard characteristics from client 000 into your development client.

4 Essential Master Data

4.1 General Master Data for Batch Determination and Batch Check

4.1.1 Creating Characteristics

Use


SAP Best Practices Batch Management (117): Configuration Guide The purpose of this activity is to prepare the master data for the search strategy.

Procedure 1. Access the activity using one of the following navigation options:

SAP Menu Logistics Central Functions Variant Configuration Environment Classification Master Data Characteristics

Menu IMG Logistica Funciones centrales Configuración de variantes Entorno Sistema de clasificación Datos maestros Gestión de características

Transaction Code CT04

2. Create class characteristic YB_FIFO Internal Batch Number FIFO with the following entries:

Field Input

Characteristic Name YB_BATCH_NUMBER

Basic Data

Description Batch Number

Data Type CHAR

Number of Chars 10

Single Value X

Additional Data

Table Name MCH1

Field Name CHARG

3. Save your entries.

4. Create class characteristic YB_BATCH_SUPPLIER_BATCH_NO Vendor Batch Number with the following entries:

Field Input

Characteristic Name YB_ SUPPLIER_BATCH_NUMBER

Basic Data

Description Vendor Batch Number

Data Type CHAR

Number of Chars 15

Single Value X

Additional Data

Table Name MCH1

Field Name LICHA


Result


SAP Best Practices Batch Management (117): Configuration Guide The class characteristics YB_FIFO and YB_BATCH_SUPPLIER_BATCH_NO are created.

4.1.2 Creating Classes (FIFO and Expiration Date)

UseThe purpose of this activity is to prepare the master data for the search strategy.

In this step, you define two classes for use with batches. One class contains the characteristic LOBM_VFDAT: Expiration Date, and the other class with three characteristics: LOBM_RLZ Remaining shelf life for batch, LOBM_LFDAT Batch determination delivery date, and LOBM_VFDAT Expiration date, shelf life.

The class YB_BATCH is used for the FIFO search strategy.


SAP Menu Logistics Central Functions Variant Configuration Environment Classification Master Data Classes

Menu IMG Logistica Funciones Centrales Configuración de variantes Entorno Sistema de clasificación Datos maestros Gestión de clases

Transaction Code CL01

2. Enter the class and the class type as follows, choose Create and maintain the other necessary master data manually.

Class Class type

Description Characteristic Characteristic Characteristic

YB_BATCH 023 Batch FIFO YB_BATCH_NUMBER

YB_SUPPLIER_BATCH_NUMBER

YB_EXP_DATE_001 023 Products with Expiration Date

LOBM_VFDAT

YB_EXP_DATE_002 023 Search class with expiration date

LOBM_RLZ LOBM_LFDAT LOBM_VFDAT


ResultThe materials are later assigned to class 023_001 (YB_EXP_DATE_001) or YB_BATCH in the material masters. 023_002 (YB_EXP_DATE_002) is used in the batch determination search strategies for SD and PP/PI.

4.1.3 Creating Sort Sequences (FIFO and Expiration Date)

Use


SAP Best Practices Batch Management (117): Configuration Guide The purpose of this activity is to create the sort sequence used to sort batches during batch determination. In this case, the characteristic LOBM_VFDAT: Expiration Date, Shelf Life is assigned to the sort class YB_EXP_DATE_SORT. FIFO-sorting is sorting batches first-in-first-out.

PrerequisitesAs a rule, 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.


SAP Menu Logistics Batch Management Batch Determination Selection and Sort Sort Rule Create

Menu IMG Logistica Funciones centrals Gestion de Lotes Determinación de lotes Selección y clasificación Regla clasif. Crear

Transaction Code CU70

2. To maintain the necessary master data manually, enter the sort sequence as follows, choose Enter and make the following entries:

Sort sequence Description Status Characteristic name

YB_FIFO_SORT Sorting rule batch number 1-Released YB_BATCH_NUMBER

YB_EXP_DATE_SORT Sorting rule expiration date 1-Released LOBM_VFDAT

In German: ‚MHD’

3. Save your entry.

ResultThe sort sequences were created.

5 Configuration of Batch Management

5.1 Configuration for Batch Management General5.1.1 Activate Batch Classification for Goods Movements in

IM

UseThe purpose of this activity is to activate batch classification for goods movements in IM.


IMG Menu Logistics - General Batch Management Batch Valuation Valuation for Goods Movement in Inventory Management



Activate Batch Classification for Goods Movements in IM

Menu IMG Logistica en General Gestion de Lotes Valoración de lotes Valoración en gestión de stocks durante movim.de mercancías Activar clasif.lotes durante movimientos de mercancías

Transaction Code OMCV

2. On the Classify Batches Within Goods Movement screen, enter the following information and then choose Save (Ctrl + S):

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 (changed from 4 to 1)

315 4

319 4 (new)

321 3

323 3

325 4

342 4

451 4 new update file!

453 4

501 1




521 4






Movement Type Batch Classification

541 3

543 3

561 4

562 4






ResultYou have activated batch classification for goods movements in IM.

5.1.2 Make Settings for Batch Where-Used List

UseThe purpose of this activity is to make the settings for the batch where-used list.


IMG Menu Logistics - General Batch Management Batch Where-Used List Make Settings for Batch Where-Used List

Menu IMG Logistica en General Gestion de Lotes Referencia de utilización de lotes Instalar referencia de utilización de lotes


2. On the Batch Where-Used List: Overview screen, enter the following information and choose Save:

Plant Description BaWU synchron. posting

PLANT_1 (1000)

Production Plant X

PLANT_2 (1100)

Distribution Plant X

ResultYou have made settings for the batch where-used list.



5.1.3 Set Expiration Date Check per Plant

UseThe purpose of this activity is to set the expiration date check for relevant plants.


IMG Menu Logistics - General Batch Management Shelf Life Expiration Date (SLED) Set Expiration Date Check

Menu IMG Logistica en General Gestion de Lotes Fecha preferente de consumo (FPC) Parametrizar control de fecha preferente de consume

Transaction Code OMJ5

2. On the Activate/Deactivate Expiration Date Check screen, choose Plant.

3. On the Change View “Activate Exp.Date View per Plant, Mvnt Type”: Overview screen, enter the following information:

Plnt BBD/ProdDt

PLANT_1 (1000) X

PLANT_2 (1000) X

4. Choose Save.

Result The expiration date is activated for the selected plants.

5.1.4 Set Expiration Date Checks per Movement Types

UseThe purpose of this activity is to set the material shelf life expiration date check for goods receipts for movement type.

PrerequisitesThe shelf life expiration date of a material can only be entered 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 indicator field.

The shelf life expiration date check is active in the plant.

The shelf life expiration date check is active for the movement type.




IMG Menu Logistics – General ® Batch Management ® Shelf Life Expiration Date (SLED) ® Set Expiration Date Check

Menu IMG Logistica en General Gestion de Lotes Fecha preferente de consumo (FPC) Parametrizar control de fecha preferente de consume

Transaction Code OMJ5

2. Choose Movement Type.

3. On the Change View “Expiration Date per Movement Type”: Overview screen, 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

561 1

563 1

565 1

4. Choose Save.

Result The expiration date is required as input for the selected movement types and is checked when entered.



5.2 Configuration for Batch Determination and Batch Check

5.2.1 MM Batch Determination and Batch Check

5.2.1.1 Define Inventory Management Strategy Types (FIFO & EXP Date)

UseThe purpose of this activity is to define the Inventory Management strategy types.


IMG Menu Logistic - General Batch Management Batch Determination and Batch Check Strategy Types Define Inventory Management Strategy Types

Menu IMG Logistica en General Gestion de Lotes Determinación y verificación de lotes Clases de estrategia Definir clases de estrategia en la gestión de stocks


2. On the Change View “Strategy types (&1&2)”: overview screen, choose New Entries and make the following entries:

Field Description User action and vaules Comment

Condit. Type YB11

Description BP: Batch number

Access seq. ME01

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.

Leave empty

Qty proposal Leave empty



SAP Best Practices Batch Management (117): Configuration Guide 4. On the Change View “Strategy types (&1&2)”: overview screen, choose New Entries and

make the following entries:


Condit. Type YB12

Description BP: Expiration date

Access seq. ME01

Selection

Class YB_EXP_DATE_002

Sorting

Sort sequence YB_EXP_DATE_SORT

Batch split

No. of splits 3

Changes allowed X

Quantity proposal

Display UoM B


X




5.2.1.2 Define Inventory Management Search Procedure

5.2.1.2.1Define Inventory Management Search Procedure - Procedures

UseThe purpose of this activity is to define batch search procedures for production orders and the areas Inventory Management, Warehouse Management, and Sales and Distribution.


IMG Menu Logistic – General Batch Management Batch Determination and Batch Check Batch Search Procedure Definition Define Inventory Management Search Procedure

Menu IMG Logistica en General Gestion de Lotes Determinación y verificación de lotes Definición del procedimiento para la



búsqueda de lotes


2. On the Change View “Procedures”: overview screen, choose New Entries and make the following entries:

Procedure Description

YB0001 BP: Search procedure

5.2.1.2.2Define Inventory Management Search Procedure – Control Data


IMG Menu Logistic – General Batch Management Batch Determination and Batch Check Batch Search Procedure Definition Define Inventory Management Search Procedure


2. Select your entry (for example, YB0001) and choose Control data.

3. Enter the following information:

Step Contr CTyp

10 1 YB11

20 1 YB12



ResultYou have defined an inventory management search procedure.

5.2.1.3 Allocate IM Search Procedure/Activate Check (Batch Search Procedure Allocation and Check Definition

UseThe purpose of this activity is to allocate the IM search procedure and activates the check.


IMG Menu Logistic - General Batch Management Batch Determination and Batch Check Batch Search Procedure Allocation and Check Activation Allocate IM Search



Procedure /Activate Check

Menu IMG Logistica en General Gestion de Lotes Determinación y verificación de lotes Asignar proced.búsqueda de lotes y activar verificación Asignar esquema búsqueda a gestión de stocks y activar verif.

Transaction Code OMCG

2. On the Change View “Search Procedures: batch determine. MM”: overview screen, choose movement type 261 (GI for order) and make the following entries:

MvT Movment Type Text S Special Stock description Search Check batch

261 GI for order YB0001 X



ResultYou have allocated the IM search procedure and activated the check.

5.2.2 PP Batch Determination and Batch Check

5.2.2.1 Define Production / Process Order Strategy Types (FIFO & EXP Date)

UseThe purpose of this activity is to define the process order strategy types.


IMG Menu Logistic - General Batch Management Batch Determination and Batch Check Strategy Types Define Production Order Strategy Types

Menu IMG Logistica en General Gestion de Lotest Determinación y verificación de lotes Clases de estrategia Definir clases de estrategia en la orden de fabricación




Condit. Type YB11


Access seq. C001

Selection




Class YB_BATCH

Sorting


Batch split


Changes allowed X

Quantity proposal

Display UoM A


Leave empty





Condit. Type YB12


Access seq. C001

Selection


Sorting


Batch split

No. of splits 3

Changes allowed X

Quantity proposal

Display UoM B


X




ResultYou have defined process order strategy types.



5.2.2.2 Define Production / Process Order Search Procedure

5.2.2.2.1Define Production / Process Order Search Procedure – Procedures

UseIn this step, you define batch search procedures for batch determination in process orders.

A batch search procedure comprises all strategy types that can be used for a particular combination of plant and order type.

Procedure

1. Access the activity using the following navigation options:

IMG Menu Logistic - General Batch Management Batch Determination and Batch Check Batch Search Procedure Definition Define Production Order Search Procedure

Menu IMG Logistica en General Gestion de Lotes Determinación y verificación de lotes Definición del procedimiento para la búsqueda de lotes Definir esquema de búsqueda en la orden de fabricación




YB0001 BP: Search procedure

3. Choose Save (Ctrl + S)


5.2.2.2.2Define Production / Process Order Search Procedure – Control

Procedure


IMG Menu Logistic - General Batch Management Batch Determination and Batch Check Batch Search Procedure Definition Define Production Order Search Procedure

Menu IMG Logistica en general Gestion de lotes Determinación y verificación de lotes Definición del procedimiento para la



búsqueda de lotes Definir esquema de búsqueda en la orden de fabricación


2. Select your entry (for example, YB0001) and choose Control, enter the following information:

Step Contr Ctyp

10 1 YB11

20 1 YB12



ResultYou have defined a production order search procedure.

5.2.3 Assign Search Procedure to Pull List

UseIn this work step you assign batch search procedures to the individual plants for which batches are to be determined.

Procedure


IMG Menu Logistic - 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

IMG Menu Logistica en general Gestion de lotes Determinación y verificación de lotes Asignar proced. Búsqueda de lotes y activar verificación Asignar esquema de búsqueda en producción y activar verif. Asignar esquema búsqueda a la lista puesta a dispos. material


3. On the Change View “Pull List Control”: overview screen, make the following entries:

Plnt Procedure Description

1000 YB0001 BP: Search procedure





5.2.4 SD Batch Determination and Batch Check

5.2.4.1 Defining Sales & Distribution Strategy Types (FIFO & EXP Date)

1. Access the next activity using the following navigation options:

IMG Menu Logistic - General Batch Management Batch Determination and Batch Check Strategy Types Define Sales & Distribution Strategy Types

Menu IMG Logistica en General Gestion de Lotes Determinación y verificación de lotes Clases de estrategia Definir clases de estrategia en Comercial




Condit. Type YB11


Access seq. SD01

Selection

Class YB_BATCH

Sorting


Batch split


Changes allowed X

Quantity proposal

Display UoM A


Leave empty



SAP Best Practices Batch Management (117): Configuration Guide 3. Choose Save (Ctrl + S).



Condit. type YB12


Access seq. SD01

Selection


Sorting


Batch split

No. of splits 3

Changes allowed X

Quantity proposal

Display UoM B


X




ResultThe SD batch search strategy types have been created.

5.2.4.2 Define Sales and Distribution Search Procedure

5.2.4.2.1Define Sales and Distribution Search Procedure – Procedures

UseThe purpose of this activity is to define batch search procedures for production orders and the areas Inventory Management, Warehouse Management, and Sales and Distribution.


IMG Menu Logistic - General Batch Management Batch Determination and Batch Check Batch Search Procedure Definition Define Inventory Management Search Procedure



Menu IMG Logistica en General Gestion de Lotes Determinación y verificación de lotes Definición del procedimiento para la búsqueda de lotes Definir esquema de búsqueda en la gestión de stocks




YB0001 BP: SD Search Procedure



5.2.4.2.2Define Sales and Distribution Search Procedure - Control data

Procedure

1. Select your entry (for example, YB0001) and choose Control data.


Step Contr CTyp

10 1 YB11

20 1 YB12



ResultYou have defined an SD search procedure.

5.2.4.3 Allocate SD Search Procedure/Activate Check

UseThe purpose of this activity is to allocate the IM search procedure and activates the check.


IMG Menu Logistic - General Batch Management Batch Determination and Batch Check Batch Search Procedure Allocation and Check



Activation Allocate SD Search Procedure /Activate Check

Menu IMG Logistica en General Gestion de Lotes Determinación y verificación de lotes Asignar proced.búsqueda de lotes y activar verificación Asignar esquema de búsqueda a Comercial y activar verif.


2. On the Change View “Search Procedure for Batches: Determination in Sales Docs screen, choose New Entries.

3. On the New Entries: Overview of Added Entries screen, make the following entries:

Sales Org. Distribution Channel Division Sales DocType

Search Procedure

Check Batch

SALES_ORG1 (1000)

DISTRIBUTION_CHANNEL1 (10)

DIVISION1 (10)

DL YB0001 X

SALES_ORG1 (1000)


DIVISION1 (10)

FD YB0001 X

SALES_ORG1 (1000)


DIVISION1 (10)

KB YB0001 X

SALES_ORG1 (1000)


DIVISION1 (10)

OR YB0001 X

SALES_ORG1 (1000)


DIVISION1 (10)

SO YB0001 X

SALES_ORG1 (1000)


DIVISION1 (10)

YBFD YB0001 X

SALES_ORG1 (1000)


DIVISION1 (10)

YBRE YB0001 X

SALES_ORG1 (1000)


DIVISION1 (10)

DL YB0001 X

SALES_ORG1 (1000)


DIVISION1 (10)

FD YB0001 X

SALES_ORG1 (1000)


DIVISION1 (10)

KB YB0001 X

SALES_ORG1 (1000)


DIVISION1 (10)

OR YB0001 X

SALES_ORG1 (1000)


DIVISION1 (10)

SO YB0001 X

SALES_ORG1 (1000)


DIVISION1 (10)

DL YB0001 X

SALES_ORG1 (1000)


DIVISION1 (10)

FD YB0001 X

SALES_ORG1 (1000)


DIVISION1 (10)

KB YB0001 X

SALES_ORG1 (1000)


DIVISION1 (10)

NL YB0001 X




Search Procedure

Check Batch

SALES_ORG1 (1000)


DIVISION1 (10)

OR YB0001 X

SALES_ORG1 (1000)


DIVISION1 (10)

SO YB0001 X


Search Procedure

Check Batch

SALES_ORG1 (1100)


DIVISION1 (10)

DL YB0001 X

SALES_ORG1 (1100)


DIVISION1 (10)

FD YB0001 X

SALES_ORG1 (1100)


DIVISION1 (10)

KB YB0001 X

SALES_ORG1 (1100)


DIVISION1 (10)

OR YB0001 X

SALES_ORG1 (1100)


DIVISION1 (10)

SO YB0001 X

SALES_ORG1 (1100)


DIVISION1 (10)

YBFD YB0001 X

SALES_ORG1 (1100)


DIVISION1 (10)

YBRE YB0001 X

SALES_ORG1 (1100)


DIVISION1 (10)

DL YB0001 X

SALES_ORG1 (1100)


DIVISION1 (10)

FD YB0001 X

SALES_ORG1 (1100)


DIVISION1 (10)

KB YB0001 X

SALES_ORG1 (1100)


DIVISION1 (10)

OR YB0001 X

SALES_ORG1 (1100)


DIVISION1 (10)

SO YB0001 X

SALES_ORG1 (1100)


DIVISION1 (10)

DL YB0001 X

SALES_ORG1 (1100)


DIVISION1 (10)

FD YB0001 X

SALES_ORG1 (1100)


DIVISION1 (10)

KB YB0001 X

SALES_ORG1 (1100)


DIVISION1 (10)

NL YB0001 X

SALES_ORG1 (1100)


DIVISION1 (10)

OR YB0001 X




Search Procedure

Check Batch

SALES_ORG1 (1100)


DIVISION1 (10)

SO YB0001 X

4. Choose Save.

ResultYou have allocated the SD search procedure and activated the check.

5.2.4.4 Defining Item Categories for Batch Sub Items

UseThe purpose of this activity is to define the item categories YB99 and YB98 (return) for batch split items.


IMG Menu Sales and Distribution Sales Sales Documents Sales Document Item Define Item Category

Menu IMG Comercial Ventas Documentos de Ventas Posición documento ventas Definir tipos de posición


2. On the Change View “Maintain Item Categories”: Overview screen, choose Position.

3. Enter TAN in the input field Item category in the Another entry dialog box.

4. Choose Continue (Enter).

5. On the Change View “Maintain Item Categories”: Overview screen, mark the line of item category TAN and choose Copy As…(F6).

6. On the Change View “Maintain Item Categories”: Details of Selected Set screen, enter the values shown below (do not overwrite or delete existing field values).

Field name User action and values

Item Category YB99 – Batch Sub Item

7. Choose Enter.

8. Confirm the Dependent entries for copying control dialog box with enter.


10. On the Change View “Maintain Item Categories”: Overview screen, choose Position.

11. Enter REN in the input field Item category in the Another entry dialog box.


SAP Best Practices Batch Management (117): Configuration Guide 12. Choose Continue (Enter).

13. On the Change View “Maintain Item Categories”: Overview screen, mark the line of item category REN and choose Copy As…(F6).

14. On the Change View “Maintain Item Categories”: Details of Selected Set screen, enter the values shown below (do not overwrite or delete existing field values).

Field name User action and values

Item Category YB98 – Batch Sub Item

Billing Relevance A

Determine Cost No

15. Choose Enter.

16. Confirm the Dependent entries for copying control dialog box with enter.


18. Choose Back (F3)

5.2.4.5 Maintaining Copy Control for Sales Documents

UseThe purpose of this activity is to maintain the copying control for the batch item category YB99.

ProcedureCarry out the following steps:

1. Access the activity by choosing one of the following navigation options:

IMG Menu Sales and Distribution Sales Sales Documents Maintain Copy Control for Sales Documents Copying Control: Billing Document to Sales Document

Transaction Code VTAF

2. On the Display View “Header”: Overview screen, choose Display -> Change.3. Select the entry for the target document type RK (Invoice Correct. Req) and the source

document type F2 (Invoice).

4. Navigate to the item details in the navigation pane on the left side

5. Select the item category YB99 and choose Details.

6. On the screen, Change View “Item”: Details screen, change the copying requirements from 303 to 302 (Do not copy item).


8. Go back to the Change View: “Header” Overview screen.

9. Select the entry for the target document type YBII (Invoice Increase Req) and the source document type F2 (Invoice).

10. Navigate to the item details in the navigation pane on the left side

11. Select the item category YB99 and choose Details.


SAP Best Practices Batch Management (117): Configuration Guide 12. On the screen, Change View “Item”: Details screen, change the copying requirements from

303 to 302 (Do not copy item).


14. Go back.

5.2.4.5.1Define Item Categories: Texts


IMG Menu Sales and Distribution Sales Sales Documents Sales Document Item Define Item Category

Menu IMG Comercial Ventas Documentos de Ventas Posición documento ventas Definir tipos de posición


2. On the Change View “Maintain Item Categories”: Overview screen, choose Position


YB99 Batch Sub Item

YB98 Standard Item


4. Choose Back (F3)

5.2.4.5.2Define Item Categories: Maintain Copy Control for Sales Documents


IMG Menu Sales and Distribution Sales Sales Documents Maintain Copy Control for Sales Documents

Menu IMG Comercial Ventas Documentos de Ventas Actualizar control de copia para documentos de ventas


2. Select Copying Control: Sales Document to Sales Document.

the extention of the configuration that is performed. For that, access SCPR3 and search for the BCset /SMBA0/TVCPA_B1P2_J01



5.2.4.5.3Define Item Categories: Maintain Copying Control For Billing Documents


IMG Menu Sales and Distribution Sales Maintain Copy Control for Sales Documents

IMG Menu Comercial Ventas Actualizar control de copia para documentos de ventas


2. Select Copying Control: Sales Document to Sales Document.

the extention of the configuration that is performed. For that, access SCPR3 and search for the BCset /SMBA0/TVCPA_B1P2_J01

5.2.4.5.4 Define Item Categories: Maintain Copying Control For Deliveries


IMG Menu Sales and Distribution Sales Maintain Copy Control for Sales Documents

IMG Menu Comercial Ventas Actualizar control de copia para documentos de ventas


2. Select Copying Control: Sales Document to Sales Document

1.



5.2.4.6 Activate Automatic Batch Determination in SD (Item Cat Delivery)

UseThe 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. When you assign the Batch already in the Sales Order a batch split is not possible. The standard configuration foresees the Automatic Batch Determination in the Delivery.


IMG Menu Logistics - General Batch Management Batch Determination and Batch Check Activate Automatic Batch Determination in SD

Menu IMG Logistica en General Gestion de Lotes Determinación y verificación de lotes Activar la determinación automática de lotes en Comercial


2. 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.Itm X

NLC StandStockTransItem X

NLN Free of Charge Item X

RTTC SPE Ret.pos.to Cust. X

RTTR SPE Ret.pos.Over. X

TAN Standard Item X

TANN Free of Charge Item X

TAQ Pric.at Header Level X

YBAB Standard Item IM X

YBAO Standard Item X

YBEN Free of Charge Exps X

YBLN Order BOS/Std Item X

YB99 Batch Sub Item X


SAP Best Practices Batch Management (117): Configuration Guide 3. Choose Save (Ctrl + S).


5.3 Batch Split Processing in SD5.3.1 Deliveries with Batch Split

5.3.1.1 Defining Item Category Determination in Deliveries

UseThe purpose of this activity is to define item category determination in deliveries.

ProcedureAccess the activity using one of the following navigation options:

IMG Menu Logistics Execution Shipping Deliveries Define Item Category Determination in Deliveries

Menu IMG Logistics Execution Expedición Entregas Definir determinación de tipo de posición en entregas

Transaction Code 0184

2. On the Change View “Delivery item category determination”: Overview screen, choose New Entries.


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 YB99

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

NLCC NORM CHSP NLC



LR NORM CHSP YB98



5.3.1.2 Foreign Trade: Define Procedures and Set Default Values

UseIn this step the proposal for foreign trade procedure is set.

Procedure 1. Define Procedure Default.

Transaction Code OVE7

IMG Menu IMG Sales and Distribution Foreign Trade/Customs Basis Data for Foreign Trade Define Procedures and Default Values

Menu IMG IMG Comercial Comercio exterior/Aduana Datos básicos para el comercio exterior Definir procedimento y valor propuesto

2. Choose Define procedure default.

3. Select New Entries.

4. Define Procedure Default.

Field name Description User action and values Comment

Country EN

SOrg. Sales Organization 1000

Distr. Chl. Distribution Channel

10

Division 10

Exp/ImpGrp. Blank

Item cat. YB98

Procedure 10000

5. Select Next Entry.



Country EN

SOrg. Sales Organization

1100





10

Division 10

Exp/ImpGrp. Blank

Item cat. YB98

Procedure 10000




Country EN

SOrg. Sales Organization

1000


10

Division 10

Exp/ImpGrp. Blank

Item cat. YB99

Procedure 10000




Country EN

SOrg. Sales Organization 1100


10

Division 10

Exp/ImpGrp. Blank

Item cat. YB99

Procedure 10000


5.3.2 Billing of Batch Split Items

5.3.2.1 Maintaining Copying Control for Billing Documents



5.3.2.1.1Maintain Copying Control For Billing Documents – Header

UseThe purpose of this activity is to maintain the copying control for billing documents.


IMG Menu Sales and Distribution Billing Billing Documents Maintaining Copying Control for Billing Documents

Menu IMG Comercial Facturación Documentos de facturación Actualizar control de copia para facturas

Transaction Code VTFL

2. Choose Copying control: Delivery document to billing document.

3. Choose Display/Change. On the Change View “Delivery item category determination”: Overview screen, choose New Entries.

Det

erm

inat

ion

of e

xpor

t dat

a in

bi

lling

Cop

y co

ntro

l: ta

rget

bill

ing

type

Bill

ing

quan

tity

indi

cato

r

Cop

ying

requ

irem

ents

Dat

a tra

nsfe

r KO

MV

Dat

a tra

nsfe

r VB

RK

Dat

a tra

nsfe

r VB

RK

/VB

RP

Pric

ing

type

Cop

y co

ntro

l: fro

m d

eliv

ery

type

Qua

ntity

is c

alcu

late

d po

sitiv

ely,

ne

gat

Cop

y ite

m n

umbe

r fro

m re

fere

nce

F2 #003 #000 #000 #000 LF X

F8 #009 #000 #000 #000 LF X

A IV B #014 #000 #000 #001 B NLCC

#+ X




5.3.2.1.2Maintain Copying Control For Billing Documents - Item


IMG Menu Sales and Distribution Billing Billing Documents Maintaining Copying Control for Billing Documents

Menu IMG Comercial Facturación Documentos de facturación Actualizar control de copia para facturas

Transaction Code VTFL

2. Choose Copying control: Delivery document to billing document.

3. Choose Display/Change. On the Change View “Delivery item category determination”: Overview screen, choose New Entries.

Enter the following information:Target Billing Type

From delivery type

Item Category

Copying requirements

Data transfer VBRK

Data transfer VBRK/VBRP

Data transfer KOMV

Pricing Type

Pos. Neg. Quantity

Billing Quantity

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

F8 LF YB99 010 000 000 000 G G




6 Master Data

6.1 Material Master6.1.1 Create Material Master: Assigning Class (FIFO & EXP

DATE)

UseThe purpose of this activity is to create the classification view of batch managed trading materials, e.g. Trade21 (H21) and Trade22 (H22). The class assignment of the process specific materials is done in the scenario level.

Class YB_BATCH is used for FIFO searched batches.

Class YB_EXP_DATE_001 is used for expiration date searched batches.


SAP Menu Logistics Materials Management Material Master Material Create (General) Immediately

Menu IMG Logistica Gestion de Materiales Maestro de materiales Material Crear en general MM01 - Inmediatamente

Transaction Code MM01

2. On the Create Material (Initial Screen) screen enter TRADE21 (H21) in input field Material and choose Enter.

3. Choose Enter to confirm the information message.

4. On the Select view(s) screen mark the view Classification and choose Enter.

5. On the Class type (1) screen select class type 023 and double click.

6. On the Classification screen enter class YB_BATCH (FIFO) in input field Class and choose Enter.


8. Repeat steps 1 to 7 using material TRADE22 (H22) and class YB_EXP_DATE_001 (EXP DATE).

6.1.2 Change Material Master: Activate Batch Management

UseThe purpose of this activity is to activate batch management for trading materials TRADE21 (H21 or H22). Activation of batch management for process specific materials is done in the scenario level.



Prerequisite The materials TRADE21 (H21 or H22) must be virgin, that means they must not have stocks and must not be used in any documents, to be able to make them relevant to batch management.


SAP Menu Logistics Materials Management Material Master Material Change Immediately

Menu IMG Logistica Gestion de Materiales Maestro de materiales Material Modificar Inmediatamente


2. On the Change Material (Initial Screen) screen, enter TRADE21 (H21) in input field Material and choose Select view(s).

3. On the Select view(s) screen mark view General Plant Data / Storage 1 and choose Organizational levels.

4. On the Organizational levels screen enter PLANT_1 (1000) in input field Plant and choose Enter.

5. On the Change Material TRADE21 (H21) screen select the checkbox Batch management (checkbox must be flagged).


7. Repeat steps 1-6 with material TRADE22 (H22)

6.1.3 Change Material Master: Maintain Expiration Date (only PI)

UseThese settings are only required for materials controlled with exp. Data. Here for trading material, e.g. TRADE22 (H22).

Prerequisite The material TRADE22 (H22) must exist in material master. The subsequent fields are on client level and used for every plant.

DependenciesThe period (day, week, month, year) depends on the entry in the Period indicator field.

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.

Total shelf life: Period for which the material will keep in total, that is, from the date of production to the shelf life expiration date.

Value entered in the material master record. The system assumes that the date entered upon goods receipt is the material's date



of production. It then calculates a shelf life expiration date from the date of production plus the total shelf life.

No value entered in the material master record.The system assumes that the date entered upon goods receipt is the material's shelf life expiration date.

In both cases, the system updates the shelf life expiration date in the batch master record and in the material document if the goods receipt is accepted.

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.


SAP Menu Logistics Materials Management Material Master Material Change Immediately

Menu IMG Logistica Gestion de Materiales Maestro de materiales Material Modificar Inmediatamente


2. On the Change Material (Initial Screen) screen, enter TRADE22 (H22) in input field Material and choose Select view(s).

3. On the Select view(s) screen mark view General Plant Data / Storage 1 and choose Organizational levels.

4. On the Organizational levels screen delete any value in input field Plant and choose Enter. Please note that the fields are on client level and not on plant level.

5. On the Change Material TRADE22 (H22) screen enter the following values:

Material Period Indicator for Shelf Life Expiration Date

Minimum Remaining Shelf

Total shelf life

Unit for maximum storage period

TRADE22 (H22)

D 180 365


6.2 Batch Search Strategies - Condition Records6.2.1 Batch Search Strategy for Inventory Management

UseThe purpose of this activity is to create batch search strategies for inventory management for material TRADE21 (H21).

Procedure


SAP Best Practices Batch Management (117): Configuration Guide 1. Access the activity using one of the following navigation options:

SAP Menu Logistics Central functions Batch Management Batch Determination Batch Search Strategy For Inventory Management

Menu IMG Logistica Funciones Centrales Gestion de Lotes Determinacion de Lotes Estrategia búsqueda de lotes P.gestión de stocks

Transaction Code MBC1

2. On the Create Batch Search Strategy: Initial Screen, enter YB11 in input field Strategy type and choose Key Combination.

3. In the Key Combination popup, choose Movement Type / Material and choose Enter.

4. On the Create BP: Batch Number (YB11): Fast Entry screen, enter 601 input field Movement Type.

5. Make the following entries for Movement Type/Material:

Material No. batch splits

Changes allowed

Dialog batch determination

Dialog UoM

Quantity proposal

Overdelivery allowed

Sel. Type

TRADE21 (H21)

99 X X A 1 X O



Changes allowed


Dialog UoM

Quantity proposal


Sel. Type

TRADE21 (H21)

99 X X A 1 X O

7. Choose Enter.

8. Select the entered line and choose Selection criteria.

9. The batch class YB_BATCH assigned to the material and the characteristics of the class are shown. Confirm the data by choosing Enter and Back (F3).

10. On the Create BP: Batch Number (YB11): Fast Entry screen, select the entered line again and choose Sort.

11. On the Create BP: Batch Number (YB11): Sort Rule screen, enter YB_FIFO_SORT in input field Sort rule.

12. Choose Enter and Back (F3).


14. Repeat steps 3 to 11 for material TRADE21 (H21) and the following movement types:

Movement Type Description



Batch Search Strategy for Inventory Management (EXP DATE)

UseThe purpose of this activity is to create batch search strategies for inventory management for material TRADE22 (H22).


SAP Menu Logistics Central functions Batch Management Batch Determination Batch Search Strategy For Inventory Management

Menu IMG Logistica Funciones Centrales Gestion de Lotes Determinacion de Lotes Estrategia búsqueda de lotes P.gestión de stocks

Transaction Code MBC1

2. On the Create Batch Search Strategy: Initial Screen, enter YB12 in input field Strategy type and choose Enter.

3. In the Key Combination popup, choose Movement Type / Material and choose Enter.

4. On the Create BP: Batch Number (YB11): Fast Entry screen, enter 601 input field Movement Type.



Changes allowed


Dialog UoM

Quantity proposal


Sel. Type

TRADE22 (H22)

99 X X A 1 X O

6. Choose Enter.


8. The batch class YB_EXP_DATE_002 assigned to the material and the characteristics of the class are shown. Confirm the data by choosing Enter and Back (F3).


10. On the Create BP: Batch Number (YB11): Sort Rule screen, enter YB_EXP_DATE_SORT in input field Sort rule.




SAP Best Practices Batch Management (117): Configuration Guide 13. Repeat steps 3 to 11 for material TRADE22 (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. assigmts

301 TF trfr plnt to plnt

303 TF rem.fm stor.to pl

311 TF trfr within plant

313 TF rem.fm str.toSLoc

313 TF rem.fm str.toSLoc

451 GI returns

551 GI scrapping

553 GI scrapping QI

555 GI scrapping blocked

557 GI adjust. transit

557 GI adjust. Transit

603 TF rem.fm stor.to pl

6.2.2 Batch Search Strategy for Sales and Distribution (FIFO and Exp.Date)

UseThe purpose of this activity is to create batch search strategies for sales and distribution for material TRADE21(H21).


SAP Menu Logistics Central functions Batch Management Batch Determination Batch Search Strategy For Sales and Distribution

Menu IMG Logistica Funciones Centrales Gestion de Lotes Determinación de lotes Estrategia búsqueda de lotes Para Comercial

Transaction Code VCH1

2. On the Create Batch Search Strategy: Initial Screen enter YB11 in input field Strategy type.

3. In the Key Combination popup, choose Material and choose Enter.


SAP Best Practices Batch Management (117): Configuration Guide 4. On the Create BP: Batch Number (YB11): Fast Entry screen, enter the following information:


Changes allowed


Dialog UoM

Quantity proposal


Sel. Type

TRADE21 (H21)

99 X X A 1 X O

5. Choose Enter.


7. The batch class YB_BATCH assigned to the material and the characteristics of the class are shown. Confirm the data by choosing Enter and Back (F3).


9. On the Create BP: Batch Number (YB11): Sort Rule screen, enter YB_FIFO_SORT in input field sort rule.



6.2.3 Batch Search Strategy for Sales and Distribution

UseThe purpose of this activity is to create batch search strategies for sales and distribution for material TRADE22 (H22).


SAP Menu Logistics Central functions Batch Management Batch Determination Batch Search Strategy For Sales and Distribution

Menu IMG Logistica Funciones Centrales Gestion de Lotes Determinación de lotes Estrategia búsqueda de lotes Para Comercial

Transaction Code VCH1

2. On the Create Batch Search Strategy: Initial Screen enter YB12 in input field Strategy type.

3. In the Key Combination popup, choose Material and choose Enter.


SAP Best Practices Batch Management (117): Configuration Guide 4. On the Create BP: Batch Number (YB11): Fast Entry screen, enter the following information:


Changes allowed


Dialog UoM

Quantity proposal


Sel. Type

TRADE22 (H22)

99 X X A 1 X O

5. Choose Enter.


7. The batch class YB_EXP_DATE_002 assigned to the material and the characteristics of the class are shown. Confirm the data by choosing Enter and Back (F3).


9. On the Create BP: Batch Number (YB11): Sort Rule screen, enter YB_EXP_DATE_SORT in input field sort rule.


