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Batch determination configuration steps

Hello colleagues,
Could someone please advise on the steps for batch determination configuration? We have a customer that has enabled batch determination and in a go live situation where some materials are working and some aren't. The materials that are working were done through expert configuration, the ones they are not they have configured through their implementation partner. The partner walked us through 2 examples of 1 material that is working, and 1 that is not - a side by side, and both appear to correct, but something is missing and it is not working. If anyone has a step by step document or could outline the steps with apps, it would be greatly appreciated if you could post to this question. I have been doing some research and believe this is what needs to happen:

-mark the material in the material master as "batch management"

-configure batch search strategy -> in 1805 there are 4 SSCUI's, all need to be configured

-classification needs to be created -> this is not entirely clear to me what needs to be done here or where to find it. Can someone please outline?

-condition records need to created -> this is not entirely clear to me what needs to be done or where to find the apps. I searched for "conditions" in the apps, and only pricing conditions came up, nothing for batch. Do you know which roles need to be assigned to set up these records? Where do I set up these condition records?

I appreciate any and all help. As mentioned, this customer is in a go live situation and this is causing a bottleneck. If you are free and can walk me through it, please reach out to me directly.

Thank you.


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2 Answers

  • Best Answer
    Posted on Aug 10, 2018 at 07:53 AM

    Hi Joanne,

    The classification that needs to be created includes creating batch characteristics to describe the the batch. This would be things like expiration date, date of manufacture, vendor batch number, purity etc. The next step would be to create a batch class to group all of these characteristics together and then assign the batch class to the material. The batch search strategy can then be defined to help determine the appropriate batch.

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    • Thanks for the reply Devin.

      For anyone else who is following this thread, this is answered. The missing piece is creating the condition records and that needs to be done via expert configuration, the 4th step I mentioned. My understanding is it will be available in 1811. If you have any customers that require batch determination, please be mindful of this and I hope this helps you in future!

  • Posted on May 15, 2020 at 08:34 AM

    Hi Joanne,

    Can you provide some more information on the 4th step of creating condition records, that how to maintain this data in our cloud system. We are the implementation partner for our client and we are stuck at how to maintain these records.



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