Batch Management

[Former Member]

Any body pls send me notes with screen shots of batch management...

ramakrishna.pullikanti@gmail.com

Ramki

[Former Member · Accepted solution]

HI Ram ki,

Sent mail.

Reward Points if it helps

Regards

Srini

[Former Member · Accepted solution]

BATCH MANAGEMENT IN SALES AND DISTRIBUTION

Create Batch Determination Procedure

IMG à Logistics General à Batch management à Batch Determination and Batch Check à*

· Activate Automatic Batch Determination in SD. The two options which are available are

Automatic Batch Determination for Sales Order Items

Activate Automatic Batch Determination for Delivery Item Cat

Select the appropriate option and select the Item category for which Batch determination is required. Check the box in the field. Normally batch determination is done at delivery level .If batch determination is done at order level the batch that was determined at order stage will be reserved for the particular order

· Define Condition Tables:

Condition Tables à Define Sales and Distribution Condition Tables

(You can create/ change the condition tables as per the requirement)

· Define Access Sequence:

Access Sequence à Define Sales and Distribution Access Sequence

(As per requirement, define the access sequence)

· Define Strategy Type :

Strategy Type à Sales and Distribution Strategy Type

Define strategy type as per requirement.

· Define Batch Search Procedure Definition:

Batch Search Procedure Definition àDefine Sales and Distribution Search Procedure

Define the search procedure as per the requirement. If any new search procedure is required, copy any existing one and save it with prefix “Z”.

Please note that in the control data of the procedure, your condition type must be included.

Batch Search Procedure Allocation and Check Activation

Batch Search Procedure Allocation and Check Activation àAllocate SD search procedure /Activate check

In this your sales organization, Distribution channel , Division, sales Document type and Search procedure should be mapped and “check batch”: must be activated.

Master Data maintenance

Batch Master Data has to be maintained in “VCH1” with condition type as configured.

In material master data “sales: General /Plant view, batch management should be activated.

[Former Member · Accepted solution]

Hi Srinivas,

Could you please mail me the same material "Batch managment" to my mail ID shekhar_sap1@yhaoo.co.in

Regards,

shekhar babu

[Former Member · Accepted solution]

hi , '

plz send me at

sap.pawan@gmail.com

thanks

[binayak_ghosh2 · Accepted solution]

Hi Srini,

Can u send me the mail on Batch Management.

My Mail Id is binku007@gmail.com

Regrds,

Binayak

[Former Member · Accepted solution]

Hi Sheakar / Pwan / Binayak,

Sent Mail.

regards

srini

[Former Member · Accepted solution]

Any body pls send me notes with screen shots of batch management...

& interview Q & A

mparasuram@gmail.com

Ram

[Former Member]

General Setting:

1. Define Batch Level

Use

This 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

Prerequisites

If 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.

Procedure

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

Transaction Code OMCE

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

2. Choose Batch Level

3. In the Define Batch Level screen, select Batch unique at material level and choose save.

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

Result

The batch level has been set to the material level.

2. Activate Status Management

Use

This activity sets the batch management to active status in the client.

Prerequisites

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

Procedure

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

Transaction Code OMCS

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

2. Choose Batch status management active.

3. Choose Save.

Result

The batch level status has been activated.

3. Update LOBM Standard Characteristics

Use

This activity copies LOBM standard characteristics from client 000 to the development client.

Procedure

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

Transaction Code BMSM

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

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

3. On the Maintain Standard Features LOBM screen, choose Back.

4. On the Copy Object Lists between clients screen, choose Back.

5. On the Maintaining Standard Characteristics with Object Dependencies screen, choose Back.

Result

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

IMG Settings for Scenario-1 (Batch Classification)

1. Create Class for Batch Management

Use

In this step, you define classes for use with batches.

Procedure

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

Transaction Code CL02

SAP R/3 Role Menu Installation ® Create Class for Batch Management

2. Choose Create and maintain the necessary master data manually. The relevant data can be found in the file:

Result

The materials are later assigned to class in the material masters is used in the batch determination search strategies.

2. Activate Batch Classification for Goods Movements

Use

This step activates batch classification for goods movements in IM.

Procedure

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

Transaction Code OMCV

IMG Menu Logistics - Genera  Batch Management  Batch Valuation  Valuation for Goods Movement in Inventory Management  Activate Batch Classification for Goods Movements in IM

2. On the Classify Batches Within Goods Movement Screen, make the following entries:

Result

You have activated batch classification for goods movements in IM.

3. Order type Dependent Parameters

Process order control parameters are defined for each order type. The following screen shows the defined order type dependent parameters

Conclusion

In this document, necessary settings for Batch Management are documented. For module specific settings, please find the respective building blocks.

IMG Settings for Scenario-2 (Batch Split Valuation based on Source)

1. Activate Split Valuation

Use

This step activates split valuation in batch classification.

Procedure

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

Transaction Code OMW0

IMG Menu Logistics  Material Management  Valuation and Account category  Split Valuation  Activate Split Valuation

1. Activate Split Valuation

Use

This step activates split valuation in batch classification.

Procedure

Access the activity using one of the following navigation options:

Transaction Code OMW0

IMG Menu Logistics  Material Management  Valuation and Account category  Split Valuation  Activate Split Valuation

2. Configure Split Valuation

Use

This step activates split valuation in batch classification.

Procedure

Access the activity using one of the following navigation options:

Transaction Code OMWC

IMG Menu Logistics  Material Management  Valuation and Account category  Split Valuation  configure Split Valuation

.

Two new entries ZIN and ZEX are created as valuation type.

New Valuation Category Z is Created with following setting.

For Valuation Category Z valuation types ZINT and ZEX are activated for the Plant ZB01.

For the Plant ZB01 the following Valuation Categories are activated.

IMG Settings for Scenario-3 (Active ingredient Valuation)

1. Create Unit of Measure

Use

The purpose of this activity is to create unit of measure.

Procedure

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

Transaction Code CUNI

IMG Menu General settings  Check units of measurement

2. On the Unit of measure Initial screen choose No dimensions and click Unit of Measure.

3. Click Create and make the following entries.

Key field Entry

Int. meas. unit YGW YWK

Commercial YAI YIK

Technical Ylbai Yai/lb

Measurement unit text Pound act. ingrd. lb act.ingrd. / lb

lb ac.ing. yai/lb

Commercial meas. unit X

Result

A unit of measure is created.

2. Edit Batch-Specific Material Unit of Measure

Use

The purpose of this activity is to edit batch-specific material unit of measure.

Procedure

1. Access the activity using the following navigation options:

Transaction Code BMA1

IMG Menu Logistics - General Batch Management Batch-Specific Material Units of Measure Edit Batch-Specific Material Unit of Measure

2. On the Change View “Batch specificUnits of Measures” screen, choose New Entries and make the following entries.

Key field Entry

Batch Uom YAI

Ref. Uom LB

Result

Batch specific unit of measure for the active ingredient edited.

3. Define Calculation of Proportion Quantity from Base Quantity

Use

The purpose of this activity is to define calculation of proportion quantity from the base quantity.

Procedure

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

Transaction Code BMA3

IMG Menu Logistics – General  Batch Management Batch-Specific Material Units of Measure Calculate Proportional Factors Define Calculation of Proportion Quantity from Base Quantity

2. On the Change View “Calculation of proportion/product quant. from base quant” screen, make the following entries:

Units of Measure Technical Measurement Unit. Text

YIK Yai/lb lb act.ingrd. / lb

3. Choose the Details button.

4. Make the following entries:

Field Entry

Batch-specific UoM YAI

Base Unit of Measure LB

5. Save the entries.

Result

Calculation of proportion quantity is defined.

4. Define Strategy Types to Determine Receiving Batches

Use

The purpose of this activity is to define strategy types to determine receiving batches.

Procedure

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

Transaction Code DRC6

IMG Menu Logistics - General Batch Management Derivation of Batch Data  Set Up Condition Technique for Derivation Derivation of Batch Data Set Up Condition Technique for Derivation Define Strategy Types to Determine Receiving Batches

2. On the Change View “Conditions: Types”: Overview screen, make the following entry:

CTyp AcSq. ValTo From LA Name

ZDR1 BDR1 EN MatNumber/MatType

3. Save the entry.

Result

The strategy types to determine receiving batches is defined.

5. Define Search Procedures to Determine Receiving Batches

Use

The purpose of this activity is to define search procedures to determine receiving batches.

Procedure

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

Transaction Code DRC7

IMG Menu Logistics - General Batch Management Derivation of Batch Data  Set Up Condition Technique for Derivation Derivation of Batch Data Set Up Condition Technique for Derivation Define Search Procedures to Determine Receiving Batches

2. On the Change View “Conditions: Types”: Overview screen, choose New Entries button, and make the following entries:

Proc. LA Description

ZDR001 EN MatNumber/MatType

3. Press Enter and select Control folder on the left pane and make the following entries:

Step Cntr Ctyp From To Reqt AltCty AltCBV

001 01 ZDR1 000 001 000 000 000

4. Save the entries.

Result

Search procedures to determine receiving batches is defined.

6. Define Derivation Events

Use

The purpose of this activity is to define the derivation event.

Procedure

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

Transaction Code

IMG Menu Logistics - General Batch Management Derivation of Batch Data Define Derivation Events

2. On the Change View “Assignment of Search Procedures to Derivation Events”: Overview screen, make the following entry:

DE RecProc. SndrSch. Typ Window Control

200 ZDR001 BDS001 S

3. Save the entry.

Result

The derivation event is defined.

7. Activate Split Valuation

Use

The purpose of this activity is to activate split valuation.

Procedure

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

Transaction Code OMW0

IMG Menu Material Management  Valuation and Account Assignment  Split Valuation  Activate Split Valuation

2. On the Activate Valuation screen, choose Split material valuation active.

3. Save your entry.

Entries made in this transaction will be not transported automatically.

Result

Split valuation was activated.

8. Configure Split Valuation

Use

The purpose of this activity is to configure split valuation.

Procedure

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

Transaction Code OMWC

IMG Menu Material Management  Valuation and Account Assignment  Split Valuation  Configure Split Valuation

2. On the Split Valuation of Materials screen, choose Global categories.

3. On the Global Valuation Categories screen, select Valuation Cat. X. From the menu bar, choose Goto  Global categories  Assignments  Cat.  OUs.

4. On the Valuation Category X: Allocate to Plants screen, select the required plants and choose Activate.

5. Save your changes.

Result

Split valuation was configured.

9. Configure Pricing Procedure for Sales Order

Use

The purpose of this activity is to configure Pricing Procedure for sales order.

Procedure

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

Transaction Code V/08

IMG Menu Sales and Distribution

Result

Pricing Procedure was configured.

1. IMG Settings for Scenario-2 (Batch Split Valuation based on Source)

Update LOBM Standard Characteristics

Use

This activity copies LOBM standard characteristics from client 000 to the development client.

Procedure

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

Transaction Code BMSM

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

7. On the Update the Standard Features dialog box, choose Yes.

8. On the Maintain Standard Features LOBM screen, choose Back.

9. On the Copy Object Lists between clients screen, choose Back.

10. On the Maintaining Standard Characteristics with Object Dependencies screen, choose Back.

Result

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

2. Create Class for Batch Management

Use

In this step, you define classes for use with batches.

Procedure

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

Transaction Code CL02

SAP R/3 Role Menu Installation ® Create Class for Batch Management

3. Choose Create and maintain the necessary master data manually. The relevant data can be found in the file:

Result

The materials are later assigned to class in the material masters is used in the batch determination search strategies.

3. Create Sort Sequence

Use

This activity creates the sort sequence used to sort batches during batch determination.

Prerequisites

As 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.

Procedure

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

Transaction Code CU70

SAP R/3 Role Menu Installation ®Create Sort Sequence

2. To maintain the necessary master data manually, make the following entries:

11. Save your entry.

Result

The sort sequence is created with characteristic

4. Create Sort Sequence

Use

This activity creates the sort sequence used to sort batches during batch determination.

Prerequisites

As 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.

Procedure

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

Transaction Code CU70

SAP R/3 Role Menu Installation ®Create Sort Sequence

3. To maintain the necessary master data manually, make the following entries:

12. Save your entry.

Result

The sort sequence is created with characteristic

please reward me if this is useful to u

[Former Member]

Hi Ram.,

Can you please send me the doccuemnt send by srinivas to my mail id

manam.sreemannarayana@gmail.com

Thanks & Regards

Narayana

[Former Member]

Hi

I also want to know the step by step procedure of batch mgt.

please forward that document to me also.

Thanks &regards

krishna_sapsd@yahoo.com

[Former Member]

Hi Ram.,

BATCH DETERMINATION

A batch in the Materials Management system is defined as a subset or partial quantity of a material that is managed separately from other subsets of the same material. Each batch is identified not only by its material identification but also by a separate batch number. Typical examples of batches include different production lots (such as paints, dyes, wallpapers, and pharmaceutical products), delivery lots, or quality grades of a material.

In Sales and Distribution (SD), it is possible to determine batches that match customer specifications. Batch determination can be triggered at two points in the process, either when the sales order is entered, or when the delivery is created.

If you enter a batch number directly into the sales document, the system checks whether its availability and expiration dates are valid. When you copy a pre-sales document to a sales order, any existing batch numbers are also automatically copied but cannot be changed in the sales order. If you create a sales order with materials to be managed in batches that does not have a preceding document, you can change the batch numbers until subsequent documents, such as the delivery, have also been created. If, when creating a delivery, the system discovers that the copied batch is not valid, a warning is issued by the system. In this case, the batch specification must be changed in the sales document source.

Maintaining Master Data for Batches

If a material is managed in batches, you indicate this fact in the material master record in either the Purchasing or Plant data/storage 1 views. You can also create and maintain master data for individual batches, specifying such information as the expiration date, valuation type, and the country of origin. If you are planning to use batch split at delivery time, you must also maintain the relevant customer master records for those customers who permit batches to be split.

Entering Batch Number in Sales Document

Before you can enter a batch number in a sales document, a delivering plant must be entered for the item. If no delivering plant is entered, the Batch field remains inactive.

You can find the Batch field on the Item overview tab page in the table with the items.

If you do not know the batch number, you can display all the available batches in the delivering plant for your material, by using the input help.

An availability check is carried out for the batch, which you have entered, and the quantity available is confirmed.

If no batch number is proposed in the sales order for an item with material to be handled in batches, automatic batch determination can be carried out in the delivery.

There are four points at which you should use batch determination in Sales & Distribution. These are:

Quotations

Quantity contracts

Sales orders (or scheduling agreement)

Delivery

SPRO- IMG- Logistics General- Batch Management- Batch Determination & Batch Check- Activate automatic batch det for SD.

REWARD if helpfull

Thanks & Regards

Narayana