process management configuration

8/13/2019 Process Management Configuration

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SAPBATCH MANAGEMENT

Configuration Pack

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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


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1. Batch Management

Batch Management is widely used sub module in SAP.

This is very essential component in Food Industries, Pharmaand chemical industries.

Batch Management has got he significant role in

Inventory Management

Production Planning

Sales and Distribution

Warehouse Management


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2. Specify Batch Level and activate Batch StatusManagement

BACKGROUND:-

Batch Management can be activated in three levels. They are

1. Client Level2. Plant Level3. Material Level

At plant level, the batch number is unique in conjunctionwith the respective material and the plant.

At Material level, the batches are unique at material level, thatis, the batch is independent of any plant. The same batchnumber can also be assigned to another material.

At client level, the batch number is unique in the wholeclient. It indicates that batches are managed uniquely forexactly one material, that is, independently of the plant, thesame 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.


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This program first checks whether conversion is possible andoutputs an error log containing all batch numbers that occurmore than once at the new level.

Now you need to manually transfer these batch records tobatch numbers within Inventory Management using a transferposting 'material to material'.

When the batch level is changed from plant level to a higherlevel, it is possible that batches with the same batch numbersin 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:-

IMGLogistics General Batch Management SpecifyBatch Level and Activate Status Management


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Click


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Click

Select Radio button

Click


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Click


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4. Batch Status Management Active for Plant Level

BACKGROUND:-

Added feature in Batch Management, which enables you toconfirm the usability of the batch.

This configuration setting enables to define the batchmanagement at plant level.

Batch Status Management can be activated at Plant level.

SCENARIO:-

Batch Status Management has to be activated at Plant level forplant IND6

MENU PATH:-


Click


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Click

Tick the Check box if the batch Status management is to beactivated at Plant Level.

Click

Click


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5. Initial status of new batches

BACKGROUND:-

This configuration setting enables to define the initial status ofthe new batches.

SCENARIO:-

Batch Status Management - initial status for the new batch

for each material type at client level.

MENU PATH:-


Click


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Click


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Tick the check box if the initial status of the batch is to berestricted.

Click


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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 isallowed for goods receipts that have an accountassignment

SCENARIO:-

Internal Automatic Batch Number is to be activated. Accordingto the business requirement it can either be activated ordeactivated. If it is deactivated, Batch number has to be givenexternally.

MENU PATH:-

IMG Logistics-General Batch Management BatchNumber Assignment Activate Internal Batch NumberAssignment

Click


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Click

Click

Select Radio button

Click


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Click


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7. Internal Batch Number Assignment for GoodsReceipt

BACKGROUND:-

This configuration setting defines whether automatic batchnumber assignment is permitted when goods are received for apurchase order with account assignment for a material that isto be handled in batches.

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

controlled at Plant level for Goods Receipt for creation ofBatch.

SCENARIO:-

Automatic creation of Batch for Plant IND6 is to bedeactivated.

MENU PATH:-

IMG Logistics-General Batch Management BatchNumber Assignment Activate Internal Batch NumberAssignment

Click


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Click

Click

Tick this check box if internal batch number assignment is tobe done.

Click

Click

Click


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8. Maintain Internal Batch Number AssignmentRange

BACKGROUND:-

In this activity, Internal Number Range is maintained forinternal batch number assignment.

In the standard settings, number range 01 from 0000000001to 9999999999 has been defined for number range objectBATCH_CLT.

SCENARIO:-

Standard internal number range setting is sufficient. Let usdisplay the standard setting to have better understanding

MENU PATH:-

IMG Logistics-General Batch Management BatchNumber Assignment Maintain Internal Batch NumberAssignment Range

Click


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Click

Click from the top menu GotoNumber Range


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Click to change else click to display

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


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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


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9. Define Batch Creation for Production / Processorder

BACKGROUND:-

This configuration setting enables to define whether automaticbatch number assignment is permitted when goods arereceived for a purchase order with account assignment for amaterial 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 levelwhether batch number has to be created automatically or not.

SCENARIO:-

Automatic Batch Number has to be activated for Process ordertype PI01 in Plant IND6 during Order Release.

MENU PATH:-

IMG Logistics-General Batch Management BatchNumber Assignment Creation of New Batches DefineBatch creation for Production Order / Process Order

Click


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Select IND6 and Prod.profile IND001

Click

Click to check available entries


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Select

Select Classif Batches as No branching to batchclassification. This will ensure, while performing thetransaction, classification view will not appear to update thecharacteristics value.

-- Tick in this check box will update the batchvalue through customer function call (CFC).

Click

Click


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10. Define Batch Creation for Goods Movement:-

BACKGROUND:-

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

In order to issue batch numbers automatically, you must setinternal batch number assignment. To do this, refer to thesection Internal Batch Number Assignment.

SCENARIO:-

You should not be able to manually issue a batch number fora 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 Logistics-General Batch Management BatchNumber Assignment Creation of New Batches Define

Batch creation for Goods Movements

Click


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Standard setting will be as Automatic / manual withoutchecking which indicates that it will enable either automatic

creation or manual creation without checking the existence ofthe Batch mentioned.

Click to select more options.

Click

Click


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11. Define initial creation of Data for Batch masterTransaction

BACKGROUND:-

This configuration setting enables to define creation of newbatch creation for movement type.

Note:-

If batch numbers are to be assigned automatically, internalbatch number assignment must be set up. To do this, read thesection Batch Number ssignment.

SCENARIO:-

It should not be possible to assign a batch manually forfinished products. The batch numbers should always bedetermined automatically by the system. To ensure they are

determined automatically, choose the optionC - automatic/ No manual creation for the material typeFERT.

MENU PATH:-

IMG Logistics-General Batch Management BatchNumber Assignment Creation of New Batches Define

Initial creation of Data for Batch Master Transaction

Click


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

Click

Click


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12. Batch Valuation Update standardCharacteristics:-

BACKGROUND:-

This configuration setting enables to copy the standard SAPcreated Batch characteristics to the new client.

Below is the Standard characteristics defined by SAP.

LOBM_VFDAT expiration date, shelf lifeLOBM_VERAB availability dateLOBM_LFDAT delivery dateLOBM_RLZ required remaining shelf life of batchLOBM_MENGE sortable quantityLOBM_ZUSTD status of batchesLOBM_LVORM deletion flagLOBM_BWTAR valuation typeLOBM_LGORT storage location

LOBM_QNDAT next batch check date

It is required to be performed only when there is a new clientor upgrade.

SCENARIO:-

Update the standard SAP Batch class characteristics to the

new client.

MENU PATH:-

IMG Logistics-General Batch Management BatchValuation Update Standard Characteristics


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Click

Click

This will update the standard characteristics.

Above message will appear after the update.


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13. Activate Batch Classification for GoodsMovement in IM

BACKGROUND:-

This configuration setting enables to define the classificationof batch for each movement type.

If classification is activated, the characteristic contained in thebatch class are assigned values automatically during thetransaction.

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

SCENARIO:-

Material master is attached with Batch class having Batchcharacteristics.

During the goods movement type 101, system should notbranch to classification view, it will be updated later.

MENU PATH:-

IMG Logistics-General Batch Management BatchValuation Valuation for Goods Movement in InventoryManagement Activate Batch Classification for Goods

Movement in IM.

Click


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Press match code in column 3 to view the possible entriesand select

Click

Click


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14. Batch Determination and Batch check Condition Table

BACKGROUND:-

Batch determination function helps to find the batchautomatically during

Process order / Production order creation

Picking for sales item

Warehouse Management transactions

Selecting the batch automatically is done through the methodcalled condition technique and search strategy.

Condition technique is performed with

Condition Table

Access Sequence

Condition Table is a collection of relevant fields from the fieldgroup in order to perform the Batch search.

Access Sequence defines the order in which the search is to beperformed in accessing the condition table.

Search strategy contains

Details of Batch class

Number of allowed splits to meet the required quantity

Sort sequence


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Quantity proposal

SCENARIO:-

Create condition table for order type, Plant and Componentcombination for Process order and explain.

When performing the Batch search for components inside theprocess order, it is required to mention to which combinationof 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 belowfields.

Order Type

Plant

Components

This is the table structure; data have to be maintained to thecombination of above three.

Maintaining data to the condition table is called conditionRecord. That is Master data maintenance.

MENU PATH:-

IMG Logistics-General Batch Management BatchDetermination and Batch check Condition Tables DefineProcess Order condition Tables


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Note:-

Create condition table will enable to crate the new conditiontable

Change condition table will enable to change the existing fieldcontent in the table.

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

Click

Click in the bottom

Enter condition table number E.g. 930

Click


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Right side displayed fields are available to select and createcondition 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 createcondition table as it is a cross client settings.


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Click

Click


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15. Display the condition table 030

BACKGROUND:-

This configuration setting enables to display the conditiontable created already.

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

Order type

Plant

Component

SCENARIO:-

Display condition table.

MENU PATH:-


Click


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Click


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16. Condition allowed fields for process order:-

BACKGROUND:-

This configuration setting enables to define the required fieldsto add in the field group so as it to be used in the conditiontable.

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 salesorder processing

Production Order To search batch for component whencreating Production order

Process Order -- To search batch for component when

creating Process order

Warehouse Management To search batch for specificwarehouse number

Additional appropriate fields can be added.

SCENARIO:-

Explain the way to add new fields to the process ordercondition table fields list.

MENU PATH:-


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Click

Click

Click at the bottom

Click

Note: - This is the cross client setting. Proper authorizationand care should be taken while performing this.


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Click to add any new fields

Enter the field name

Click

Click


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17. Define Process Order Access Sequence:-

BACKGROUND:-

This configuration setting enables to define the accesssequence.

Access sequence will define the order of priority to access thecondition table. More than one condition table can bemaintained for various combinations.

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

Note: - these numbers can vary from system to system. Givennumbers 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 Logistics-General Batch Management BatchDetermination and Batch check Access Sequence DefineProcess Order Access Sequence

Click


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Click

Note:- This is cross client settings, more care should be takenwhile performing.

The above screen shows

1. Access sequence numbers are displayed Eachaccess sequence will access the different conditiontable in different sequence.

Let us discuss the first access sequence

Select Access sequence CO01 by clicking the grey button inthe left

Double Click Access in the left side of the screen


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First column AC refers the sequence numberValue 10maintained

Second column Tab refers the table number to be accessed Value 30 refers to the condition table 30 for the combination ofOrder type/ Plant/Component

With the above settings, while performing the batch searchtable 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


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Maintain

Access Number -- Indicate the access number.Example 40 (as already 10 to 30 are

available)

Tab -- Indicate the table number. ExampleTable number 031 or any suitable

table number

Click

Click


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18. Strategy Type Define Process Order StrategyTypes

BACKGROUND:-

This configuration setting enables to define the strategy typefor process order.

Strategy type defines how the batch is to be selected.

Example: -

It is required to use different batch search strategies fordifferent 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 lifeexpiration date as search criterion during batchdetermination

Strategy type with a selection class that uses the goodsreceipt date as search criterion during batchdetermination

Strategy type without a selection class; this enables youto define the selection class when you create the strategyrecord

SCENARIO:-

Discuss the strategy type for process order.

MENU PATH:-


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IMG Logistics-General Batch Management BatchDetermination and Batch check Strategy Types DefineProcess Order Strategy Types

Click

There are already strategies available, new strategy can bemaintained.

Click


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Maintain the following fields

Field Name Field Value

Condition Type Refers to thename of the condition typeDescription of the conditiontype

Enter any four digits. E.g.CO01

Enter description as Ordertype and Plant

Access Sequence Key

referring to the accesssequence.

Enter suitable access key. E.g.

CO01

Class indicates the name ofthe class to which the batchsearch is to be performed.

Leave it blank

Selection Type Indicates how the batch is toe seleced, either according to


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the selection criteria, or not toselect even with the selectioncriteria.E.g. Blank indicates

immediate selection accordingto the selection criteriaO indicates selection with noselection criteriaN - No selection at thebeginning of the batchdetermination.

Sorting Sequence Definingthe sequence in which theresult of batch search is to besorted.

Select the appropriate sortrule. Creation of sort rule isexplained below.

No.Of splits indicatesmaximum number of batchesthat can be mixed to achievethe desired quantity.

Enter the required numberaccording to the business.E.g. 2; which will not allowmore than two batches to beclubbed.

- to allow theuser to change the Batch split

Leave it blank not to allow theuser to change the number ofsplit.

- excess deliveryto be allowed or not

Leave it blank

- display UOM forbatch

Enter A to display in stockkeeping unit.

- To make thebatch determination inforeground or inBACKGROUND. If it is inforeground, select condition

can be changed.

Leave this check box blank sothat the batch determinationwill be done inBACKGROUND. User will notbe able to change the select

condition.

- controls how thequantity of batches are to beproposed. Through internalfunction modules it isgoverned.

Select 3.


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19. Define Batch Search procedure process order

BACKGROUND:-

A batch search procedure for batch determination in processorders is defined here.

A batch search procedure comprises all strategy types that canbe 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 Logistics-General Batch Management BatchDetermination and Batch check Batch Search proceduredefinition Define Process Order Search procedure

Click


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Click

Enter Procedure identification number. E.g. Z00001

Enter Description of the search procedure. E.g. Ordertype/Plant search

Click


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Select search procedure Z00001 by clicking grey button in theleft 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 thestrategy type. E.g. CO01

Repeat the above step with incremental step number in countsof ten and maintain for all strategy.


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Click

Click till you reach the main configuration screen.


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20. Assign Batch search procedure to process order

BACKGROUND:-

This configuration setting enables to define batch searchprocedures. This is defined to the combination of processorder and Plant.

Batch determination will be carried out to the abovecombination and activate batch checking.

SCENARIO:-

Assign the batch search procedure to the order type.

MENU PATH:-

IMG Logistics-General Batch Management Batch

Determination and Batch check Batch Search procedureallocation and check activation Assign search procedure toproduction and Activate Check Assign search procedure toProcess order and activate check

Click


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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 batchesare to be sorted are defined.

As a rule, all characteristics (this applies to standardcharacteristics 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 arecontained 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 areunique at plant level)

SCENARIO:-

Create a sort sequence

MENU PATH:-

IMG Logistics-General Batch Management BatchDetermination and Batch check Define Sort rules


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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


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Maintain the characteristics according to the sequence it is tobe sorted.

Select Ascending or Descending check box to sort itaccordingly.

Click


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22. Shelf Life Expiration Date Set Expiration DateCheck

BACKGROUND:-

This configuration setting enables to define the shelf LifeExpiration Date check for movement type.

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

the minimum remaining shelf life is maintained in thematerial master record

The minimum remaining shelf life is the time the materialmust still be usable, so that the goods receipt is accepted bythe system.

You can define the time unit the system uses in the storagedata 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 themovement type

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

At the time of goods receipt, the system checks whether theremaining shelf life is sufficient. If this is not the case, awarning or error message is issued, depending on the systemsettings.


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When the goods receipt is posted, the shelf life expiration dateis recorded in the material document.

Materials handled in batches:

For materials handled in batches, the date is also stored in thebatch master record.

In the material master record, the following fields are relevantfor 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 theshelf life expiration date with the goods movements.

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

The system automatically calculates the shelf lifeexpiration date on the basis of the production date plus

shelf life.

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

Example:-

A material has a minimum remaining shelf life of 10 days anda total shelf life of 20 days.

You enter the goods receipt of a new batch on 7/10 and enter7/1 as production date.

The system calculates the shelf life expiration date07/21 from the production date plus total shelf life (20 days).


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Go the required Plant and tick the check box, which willActivate 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 thegoods movement.

Click

Click

Click


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23. Batch Where Used List

BACKGROUND:-

This configuration setting enables to activate the Batch WhereUsed List for a plant.

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

SCENARIO:-

Activate the batch where used list updation for plant IND6.

MENU PATH:-

IMG Logistics-General Batch Management BatchWhere Used List Make settings for Batch Where-Used List

Click

Tick the check box as shown above.

Click


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24. Summary:-

Friends,

Hope you must be now in a position to implement batchmanagement in any organization.

This covers the complete batch management configuration andwith the help of this user manual, you should be able to dobatch management.

process management configuration

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