SAP

BATCH MANAGEMENT
Configuration Pack

Published by Team of SAP

Consultants at SAPTOPJOBS
Visit us at www.sap-topjobs.com

Copyright 2005-06@SAPTOPJOBS

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 INDEX

1. Batch Management 3

2. Specify Batch Level and activate Batch Status Management 4

3. Batch Status Management:- 9

4. Batch Status Management Active for Plant Level 11

5. Initial status of new batches 13

6. Activate Batch Number Assignment:- 16

7. Internal Batch Number Assignment for Goods Receipt 19

8. Maintain Internal Batch Number Assignment Range 21

9. Define Batch Creation for Production / Process order 25

10. Define Batch Creation for Goods Movement:- 28

11. Define initial creation of Data for Batch master Transaction 30

12. Batch Valuation – Update standard Characteristics:- 32

13. Activate Batch Classification for Goods Movement in IM 34

14. Batch Determination and Batch check – Condition Table 36

15. Display the condition table 030 42

16. Condition allowed fields for process order:- 45

17. Define Process Order Access Sequence:- 48

18. Strategy Type – Define Process Order Strategy Types 52

19. Define Batch Search procedure – process order 57

20. Assign Batch search procedure to process order 61

21. Define Sort Rule – Create Sort Sequence 63

22. Shelf Life Expiration Date – Set Expiration Date Check 66

23. Batch Where Used List 70

24. Summary:- 71
 1. Batch Management

Batch Management is widely used sub module in SAP.

This is very essential component in Food Industries, Pharma

and chemical industries.

Batch Management has got he significant role in

Inventory Management

Production Planning

Sales and Distribution

Warehouse Management
 2. Specify Batch Level and activate Batch Status
Management

BACKGROUND:-

Batch Management can be activated in three levels. They are

1. Client Level
2. Plant Level
3. Material Level

At plant level, the batch number is unique in conjunction

with the respective material and the plant.

At Material level, the batches are unique at material level, that

is, the batch is independent of any plant. The same batch
number can also be assigned to another material.

At client level, the batch number is unique in the whole

client. It indicates that batches are managed uniquely for
exactly one material, that is, independently of the plant, the
same batch can exist only once for all materials.

Example

a) Plant 1000 item code A Batch 1

b) Plant 2000 item code A Batch 1

c) Plant 1000 item code B Batch 2 (batch 1 is not possible)

To change the batch level, conversion program is to be run.

This program first checks whether conversion is possible and
outputs an error log containing all batch numbers that occur
more than once at the new level.

Now you need to manually transfer these batch records to

batch numbers within Inventory Management using a transfer
posting 'material to material'.

When the batch level is changed from plant level to a higher

level, it is possible that batches with the same batch numbers
in different plants are actually identical.

In this case, remove stocks (including previous period stocks)

so that all batches with the same batch numbers, except one,
can be reorganized.

SCENARIO:-

Batch Management has to be activated at Plant level.

MENU PATH:-

IMGà Logistics General à Batch Management à Specify

Batch Level and Activate Status Management
Click
Click

Select Radio button

Click
Click
 3. Batch Status Management:-

Back Ground

This configuration setting enables to define the batch

management at client level.

A batch is either available for use or unavailable and this is

indicated in the R/3 System as:

• Restricted

• Unrestricted

SCENARIO:-

Batch Status Management has to be activated.

MENU PATH:-

IMGà Logistics General à Batch Management à Specify

Batch Level and Activate Status Management

Click
Click

Click Radio Button

Click

Click
 4. Batch Status Management Active for Plant Level

BACKGROUND:-

Added feature in Batch Management, which enables you to

confirm the usability of the batch.

This configuration setting enables to define the batch

management at plant level.

Batch Status Management can be activated at Plant level.

SCENARIO:-

Batch Status Management has to be activated at Plant level for

plant IND6

MENU PATH:-

IMGà Logistics General à Batch Management à Specify

Batch Level and Activate Status Management

Click
Click

Tick the Check box if the batch Status management is to be

activated at Plant Level.

Click

Click
 5. Initial status of new batches

BACKGROUND:-

This configuration setting enables to define the initial status of

the new batches.

SCENARIO:-

Batch Status Management - initial status for the new batch

for each material type at client level.

MENU PATH:-

IMGà Logistics General à Batch Management à Specify

Batch Level and Activate Status Management

Click
Click
Tick the check box if the initial status of the batch is to be
restricted.

Click
 6. Activate Batch Number Assignment:-

Back Ground:-

Activate Internal Batch Number Assignment

In this step:
• Activate internal batch number assignment
• Define whether internal batch number assignment is
allowed for goods receipts that have an account
assignment

SCENARIO:-

Internal Automatic Batch Number is to be activated. According

to the business requirement it can either be activated or
deactivated. If it is deactivated, Batch number has to be given
externally.

MENU PATH:-

IMG à Logistics-General à Batch Management à Batch

Number Assignment à Activate Internal Batch Number
Assignment

Click
Click

Click

Select Radio button

Click
Click
 7. Internal Batch Number Assignment for Goods
Receipt

BACKGROUND:-

This configuration setting defines whether automatic batch

number assignment is permitted when goods are received for a
purchase order with account assignment for a material that is
to be handled in batches.

If the internal batch number is activated, still it can be

controlled at Plant level for Goods Receipt for creation of
Batch.

SCENARIO:-

Automatic creation of Batch for Plant IND6 is to be

deactivated.

MENU PATH:-

IMG à Logistics-General à Batch Management à Batch

Number Assignment à Activate Internal Batch Number
Assignment

Click
Click

Click

Tick this check box if internal batch number assignment is to

be done.

Click

Click

Click
 8. Maintain Internal Batch Number Assignment
Range

BACKGROUND:-

In this activity, Internal Number Range is maintained for

internal batch number assignment.

In the standard settings, number range 01 from 0000000001

to 9999999999 has been defined for number range object
BATCH_CLT.

SCENARIO:-

Standard internal number range setting is sufficient. Let us

display the standard setting to have better understanding

MENU PATH:-

IMG à Logistics-General à Batch Management à Batch

Number Assignment à Maintain Internal Batch Number
Assignment Range

Click
Click

Click from the top menu GotoàNumber Range

Click to change else click to display

Note: - The above number range is only for Internal.

To Maintain External Number Range:-

Click .

Enter From Number and To Number

Tick the Ext check box in the right side end of the screen.

Click

Click
 9. Define Batch Creation for Production / Process
order

BACKGROUND:-

This configuration setting enables to define whether automatic

batch number assignment is permitted when goods are
received for a purchase order with account assignment for a
material that is to be handled in batches.

If the internal batch number is activated, still it can be

controlled at Plant and production or process order level
whether batch number has to be created automatically or not.

SCENARIO:-

Automatic Batch Number has to be activated for Process order

type PI01 in Plant IND6 during Order Release.

MENU PATH:-

IMG à Logistics-General à Batch Management à Batch

Number Assignment à Creation of New Batches à Define
Batch creation for Production Order / Process Order

Click
Select IND6 and Prod.profile IND001

Click

Click to check available entries

Select

Select Classif Batches as “ No branching to batch

classification”. This will ensure, while performing the
transaction, classification view will not appear to update the
characteristics value.

-- Tick in this check box will update the batch

value through customer function call (CFC).

Click

Click
 10. Define Batch Creation for Goods Movement:-

BACKGROUND:-

Using this function, you can define for each movement type
whether a new batch is created for a goods receipt and how it
is created.

In order to issue batch numbers automatically, you must set

internal batch number assignment. To do this, refer to the
section Internal Batch Number Assignment.

SCENARIO:-

You should not be able to manually issue a batch number for

a goods receipt for purchase order (movement type 101).

Batch numbers should always be determined by the system.

To do this, choose option

“C - automatic/ no new data creation” for movement type 101.

MENU PATH:-

IMG à Logistics-General à Batch Management à Batch

Number Assignment à Creation of New Batches à Define
Batch creation for Goods Movements

Click
Standard setting will be as “Automatic / manual without
checking” which indicates that it will enable either automatic
creation or manual creation without checking the existence of
the Batch mentioned.

Click to select more options.

Click

Click
 11. Define initial creation of Data for Batch master
Transaction

BACKGROUND:-

This configuration setting enables to define creation of new

batch creation for movement type.

Note:-

If batch numbers are to be assigned automatically, internal

batch number assignment must be set up. To do this, read the
section Batch Number Assignment.

SCENARIO:-

It should not be possible to assign a batch manually for

finished products. The batch numbers should always be
determined automatically by the system. To ensure they are
determined automatically, choose the option
“C - automatic/ No manual creation” for the material type
FERT.

MENU PATH:-

IMG à Logistics-General à Batch Management à Batch

Number Assignment à Creation of New Batches à Define
Initial creation of Data for Batch Master Transaction

Click
Click in the right side end of the row to view more options
and to select.

Click

Click
 12. Batch Valuation – Update standard
Characteristics:-

BACKGROUND:-

This configuration setting enables to copy the standard SAP

created Batch characteristics to the new client.

Below is the Standard characteristics defined by SAP.

LOBM_VFDAT expiration date, shelf life

LOBM_VERAB availability date
LOBM_LFDAT delivery date
LOBM_RLZ required remaining shelf life of batch
LOBM_MENGE sortable quantity
LOBM_ZUSTD status of batches
LOBM_LVORM deletion flag
LOBM_BWTAR valuation type
LOBM_LGORT storage location
LOBM_QNDAT next batch check date

It is required to be performed only when there is a new client

or upgrade.

SCENARIO:-

Update the standard SAP Batch class characteristics to the

new client.

MENU PATH:-

IMG à Logistics-General à Batch Management à Batch

Valuation à Update Standard Characteristics
Click

Click

This will update the standard characteristics.

Above message will appear after the update.

 13. Activate Batch Classification for Goods
Movement in IM

BACKGROUND:-

This configuration setting enables to define the classification

of batch for each movement type.

If classification is activated, the characteristic contained in the

batch class are assigned values automatically during the
transaction.

In the standard R/3 system, batch classification is not active.

SCENARIO:-

Material master is attached with Batch class having Batch

characteristics.

During the goods movement type 101, system should not

branch to classification view, it will be updated later.

MENU PATH:-

IMG à Logistics-General à Batch Management à Batch

Valuation à Valuation for Goods Movement in Inventory
Management à Activate Batch Classification for Goods
Movement in IM.

Click
Press match code in column 3 to view the possible entries
and select

Click

Click
 14. Batch Determination and Batch check –
Condition Table

BACKGROUND:-

Batch determination function helps to find the batch

automatically during

Process order / Production order creation

Picking for sales item

Warehouse Management transactions

Selecting the batch automatically is done through the method

called condition technique and search strategy.

Condition technique is performed with

Condition Table

Access Sequence

Condition Table is a collection of relevant fields from the field

group in order to perform the Batch search.

Access Sequence defines the order in which the search is to be

performed in accessing the condition table.

Search strategy contains

Details of Batch class

Number of allowed splits to meet the required quantity

Sort sequence
 Quantity proposal

SCENARIO:-

Create condition table for order type, Plant and Component

combination for Process order and explain.

When performing the Batch search for components inside the

process order, it is required to mention to which combination
of fields, the batch is to be searched.

Condition table will contain the relevant application fields.

Let us display the condition table which has got the below
fields.

Order Type

Plant

Components

This is the table structure; data have to be maintained to the

combination of above three.

Maintaining data to the condition table is called condition

Record. That is Master data maintenance.

MENU PATH:-

IMG à Logistics-General à Batch Management à Batch

Determination and Batch check à Condition Tables à Define
Process Order condition Tables
Note: - Condition table can be defined for searching the
batches during performing the transaction in different
modules as below

Inventory Management – during transfer postings

Sales and Distribution – during sales order processing

Production Order – for component during creating

Production order

Process Order -- for component when creating Process

order

Warehouse Management – To search batch for specific

warehouse number

Out of above listed modules, we shall discuss about process

order condition tables.

Click
Note:-

Create condition table will enable to crate the new condition

table

Change condition table will enable to change the existing field

content in the table.

Display condition table will enable to display the existing

condition table.
Conditions:Allowed Fields will enable to display and maintain
the fields to be used while creating the condition table.

Click

Click in the bottom

Enter condition table number E.g. 930

Click
Right side displayed fields are available to select and create
condition table

Click on the required field. E.g. Order Type

Click

Like the above select, Plant and Material number

Click to generate the condition table

Click

Note: - You should have proper authorization to create

condition table as it is a cross client settings.
Click

Click
 15. Display the condition table 030

BACKGROUND:-

This configuration setting enables to display the condition

table created already.

Let us display the condition Table 030 which is created for the
combination of

Order type

Plant

Component

SCENARIO:-

Display condition table.

MENU PATH:-

IMG à Logistics-General à Batch Management à Batch

Determination and Batch check à Condition Tables à Define
Process Order condition Tables

Click
Click

Click

Enter the table number. E.g 30

Click
Click
 16. Condition allowed fields for process order:-

BACKGROUND:-

This configuration setting enables to define the required fields

to add in the field group so as it to be used in the condition
table.

Standard SAP provides the field group for applications of

Inventory Management - To search batch during

movements of material.

Sales and Distribution – To search batch during sales

order processing

Production Order – To search batch for component when

creating Production order

Process Order -- To search batch for component when

creating Process order

Warehouse Management – To search batch for specific

warehouse number

Additional appropriate fields can be added.

SCENARIO:-

Explain the way to add new fields to the process order

condition table fields list.

MENU PATH:-
IMG à Logistics-General à Batch Management à Batch
Determination and Batch check à Condition Tables à Define
Process Order condition Tables

Click

Click

Click at the bottom

Click

Note: - This is the cross client setting. Proper authorization

and care should be taken while performing this.
Click to add any new fields

Enter the field name

Click

Click
 17. Define Process Order Access Sequence:-

BACKGROUND:-

This configuration setting enables to define the access

sequence.

Access sequence will define the order of priority to access the

condition table. More than one condition table can be
maintained for various combinations.

Example, for process order, one condition table for Order type,
Plant and component combination (Table no.030), there can be
another condition table for Movement type, Plant and Storage
Location (Table no.922).

Note: - these numbers can vary from system to system. Given

numbers are only for understanding.

In the access sequence, accessing sequence for condition table

will be defined.

SCENARIO:-

Discuss the access sequence for process order

MENU PATH:-

IMG à Logistics-General à Batch Management à Batch

Determination and Batch check à Access Sequence à Define
Process Order Access Sequence

Click
Click

Note:- This is cross client settings, more care should be taken

while performing.

The above screen shows

1. Access sequence numbers are displayed – Each

access sequence will access the different condition
table in different sequence.

Let us discuss the first access sequence

Select Access sequence CO01 by clicking the grey button in

the left

Double Click Access in the left side of the screen

First column AC refers the sequence number—Value 10
maintained

Second column Tab refers the table number to be accessed –

Value 30 refers to the condition table 30 for the combination of
Order type/ Plant/Component

With the above settings, while performing the batch search

table will be accessed in the following sequence.

First table number 30 will be accessed

Second table number 25 will be accessed

Third table number 922 will be accessed

To add new access sequence number

Click
Maintain

Access Number -- Indicate the access number.

Example 40 (as already 10 to 30 are
available)

Tab -- Indicate the table number. Example

Table number 031 or any suitable
table number

Click

Click
 18. Strategy Type – Define Process Order Strategy
Types

BACKGROUND:-

This configuration setting enables to define the strategy type

for process order.

Strategy type defines how the batch is to be selected.

Example: -

It is required to use different batch search strategies for

different combinations of plant and order type.

For this purpose, following strategy types can be created

• Strategy type with a selection class that uses the shelf life
expiration date as search criterion during batch
determination

• Strategy type with a selection class that uses the goods

receipt date as search criterion during batch
determination

• Strategy type without a selection class; this enables you

to define the selection class when you create the strategy
record

SCENARIO:-

Discuss the strategy type for process order.

MENU PATH:-
IMG à Logistics-General à Batch Management à Batch
Determination and Batch check à Strategy Types à Define
Process Order Strategy Types

Click

There are already strategies available, new strategy can be

maintained.

Click
Maintain the following fields

Field Name Field Value

Condition Type – Refers to the Enter any four digits. E.g.
name of the condition type CO01
Description of the condition
type Enter description as “Order
type and Plant”
Access Sequence – Key Enter suitable access key. E.g.
referring to the access CO01
sequence.
Class – indicates the name of Leave it blank
the class to which the batch
search is to be performed.
Selection Type Indicates how the batch is to
be seleced, either according to
 the selection criteria, or not to
select even with the selection
criteria.
E.g. Blank indicates
immediate selection according
to the selection criteria
O – indicates selection with no
selection criteria
N - No selection at the
beginning of the batch
determination.
Sorting Sequence – Defining Select the appropriate sort
the sequence in which the rule. Creation of sort rule is
result of batch search is to be explained below.
sorted.
No.Of splits – indicates Enter the required number
maximum number of batches according to the business.
that can be mixed to achieve E.g. 2; which will not allow
the desired quantity. more than two batches to be
clubbed.
- to allow the Leave it blank not to allow the
user to change the Batch split user to change the number of
split.
- excess delivery Leave it blank
to be allowed or not
- display UOM for Enter A to display in stock
batch keeping unit.
- To make the Leave this check box blank so
batch determination in that the batch determination
foreground or in will be done in
BACKGROUND. If it is in BACKGROUND. User will not
foreground, select condition be able to change the select
can be changed. condition.
- controls how the Select 3.
quantity of batches are to be
proposed. Through internal
function modules it is
governed.
Click

Click
 19. Define Batch Search procedure – process order

BACKGROUND:-

A batch search procedure for batch determination in process

orders is defined here.

A batch search procedure comprises all strategy types that can

be used for a particular combination of plant and order type.

To be able to define search procedures, necessary strategy

types must have defined already.

SCENARIO:-

Create Batch Search procedure for process order.

MENU PATH:-

IMG à Logistics-General à Batch Management à Batch

Determination and Batch check à Batch Search procedure
definition à Define Process Order Search procedure

Click
Click

Enter Procedure identification number. E.g. Z00001

Enter Description of the search procedure. E.g. Order

type/Plant search

Click
Select search procedure Z00001 by clicking grey button in the
left side.

Double Click in the left side of the screen

Click

Maintain

Step to identify the step number. E.g. enter 10.

Cntr – Condition number – Leave it blank

CTyp – Condition type i.e strategy type. Enter the

strategy type. E.g. CO01

Repeat the above step with incremental step number in counts

of ten and maintain for all strategy.
Click

Click till you reach the main configuration screen.

 20. Assign Batch search procedure to process order

BACKGROUND:-

This configuration setting enables to define batch search

procedures. This is defined to the combination of process
order and Plant.

Batch determination will be carried out to the above

combination and activate batch checking.

SCENARIO:-

Assign the batch search procedure to the order type.

MENU PATH:-

IMG à Logistics-General à Batch Management à Batch

Determination and Batch check à Batch Search procedure
allocation and check activation à Assign search procedure to
production and Activate Check à Assign search procedure to
Process order and activate check

Click
To the combination of Plant and order type, mention the
search procedure.

Tick the check box Check Batch against the selection criteria
maintained in the strategy. Leave it blank.

Click

Click
 21. Define Sort Rule – Create Sort Sequence

BACKGROUND:-

This configuration setting enables to define the sort rule.

With the help of sort rules, characteristics on which batches

are to be sorted are defined.

As a rule, all characteristics (this applies to standard

characteristics as well as to user-defined characteristics) to be
used for selection must also be contained in the batch class.

The following characteristics for defining sort rules are

contained in the standard SAP R/3 System:

• LOBM_ZUSTD status
• LOBM_LVORM deletion flag
• LOBM_QNDAT next inspection date
• LOBM_VERAB availability date
• LOMB_VFDAT expiration date/Shelf life
• LOBM_MENGE quantity
• LOBM_LGORT storage location
• LOBM_BWTAR valuation type (only if batches are
unique at plant level)

SCENARIO:-

Create a sort sequence

MENU PATH:-

IMG à Logistics-General à Batch Management à Batch

Determination and Batch check à Define Sort rules
Click

Click

Click

Enter any sort sequence Number. E.g. 1

Click

Enter the description of the sort sequence

Select the Status as “Released”

Click
Maintain the characteristics according to the sequence it is to
be sorted.

Select Ascending or Descending check box to sort it

accordingly.

Click
 22. Shelf Life Expiration Date – Set Expiration Date
Check

BACKGROUND:-

This configuration setting enables to define the shelf Life

Expiration Date check for movement type.

The shelf life expiration date of a material can only be checked

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 ind. field.

• the shelf life expiration date check is active in the plant

• the shelf life expiration date check is active for the

movement type

If the shelf life check expiration date check is active, you must
enter the shelf life expiration date or the production date of the
material at the time of a goods receipt.

At the time of goods receipt, the system checks whether the

remaining shelf life is sufficient. If this is not the case, a
warning or error message is issued, depending on the system
settings.
When the goods receipt is posted, the shelf life expiration date
is recorded in the material document.

Materials handled in batches:

For materials handled in batches, the date is also stored in the

batch master record.

In the material master record, the following fields are relevant

for the shelf life expiration date check:

• minimum remaining shelf life

• Total shelf life

If you do not enter a total shelf life, you directly enter the
shelf life expiration date with the goods movements.

If you enter a total shelf life, you enter the production date
with the goods movements.

The system automatically calculates the shelf life

expiration date on the basis of the production date plus
shelf life.

You will find both fields in the storage data of the material
master record.

Example:-

A material has a minimum remaining shelf life of 10 days and

a total shelf life of 20 days.

You enter the goods receipt of a new batch on 7/10 and enter
7/1 as production date.

The system calculates the shelf life expiration date

07/21 from the production date plus total shelf life (20 days).
The batch still has a remaining shelf life of 11 days. The goods
receipt is accepted.

SCENARIO:-

Set the expiration date check active for Plant and Material

MENU PATH:-

IMG à Logistics-General à Batch Management à Shelf Life

Expiration Date(SLED) à Set Expiration Date Check

Click

Click
Go the required Plant and tick the check box, which will
Activate the shelf life expiry check.

Click

Click

Click

Select the required movement type. E.g. 101

Press in Check SLExpDate column

Following available entries will be displayed

Select the appropriate to have the desired effect during the

goods movement.

Click

Click

Click
 23. Batch Where Used List

BACKGROUND:-

This configuration setting enables to activate the Batch Where

Used List for a plant.

Batch where used list will provide the entire information about
the batch usage.

SCENARIO:-

Activate the batch where used list updation for plant IND6.

MENU PATH:-

IMG à Logistics-General à Batch Management à Batch

Where Used List à Make settings for Batch Where-Used List

Click

Tick the check box as shown above.

Click
 24. Summary:-

Friends,

Hope you must be now in a position to implement batch

management in any organization.

This covers the complete batch management configuration and

with the help of this user manual, you should be able to do
batch management.